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Edward Pitts

Richardson Financial Services Inc.

Assets Managed
$159.844M
Holdings
613
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
-48.33%(2Q avg: 21.73%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Richardson Financial Services Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 613 positions.

Assets under management

The assets under management (AUM) of Richardson Financial Services Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 159.844M in assets, with a quarterly growth rate of -48.33% and a 2-quarter average growth rate of 21.73%. The portfolio is managed by Edward Pitts, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.63%
4.37%
$6.974M
27,479 shares@ $253.79 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -11.92%
4.28%
$6.839M
89,351 shares@ $76.55 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -3.41%
4.17%
$6.661M
33,952 shares@ $196.2 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 0.31%
3.8%
$6.068M
13,893 shares@ $436.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 4.93%
2.64%
$4.219M
24,190 shares@ $174.41 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -11.93%
2.32%
$3.696M
80,956 shares@ $45.65 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 3.86%
2.2%
$3.505M
12,187 shares@ $287.57 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.51%
2.1%
$3.349M
5,604 shares@ $597.56 avg price
HYG
Ishares Iboxx High Yld Corp
Recent Activity
Increased 2.31%
1.93%
$3.073M
38,628 shares@ $79.56 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -2.09%
1.77%
$2.82M
44,004 shares@ $64.08 avg price

1-10 of 613