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Joshua Stephen Marbert

Richard Young Associates, Ltd.

Assets Managed
$131.702M
Holdings
25
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
2.86%(2Q avg: 1.43%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Richard Young Associates, Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Richard Young Associates, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 131.702M in assets, with a quarterly growth rate of 2.86% and a 2-quarter average growth rate of 1.43%. The portfolio is managed by Joshua Stephen Marbert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAT
Dimensional Us Target Value
Recent Activity
Increased 0.96%
26.51%
$34.908M
558,976 shares@ $62.45 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 0.8%
26.13%
$34.408M
710,025 shares@ $48.47 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 1.02%
24.87%
$32.75M
460,429 shares@ $71.14 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -0.34%
6.57%
$8.652M
122,016 shares@ $70.92 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -1.19%
5.85%
$7.698M
145,843 shares@ $52.79 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -12.04%
2.31%
$3.038M
17,419 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.83%
1.48%
$1.939M
7,641 shares@ $253.79 avg price
KO
Coca-cola Co The
Recent Activity
Decreased -2.22%
0.87%
$1.134M
14,915 shares@ $76.05 avg price
TSLA
Tesla Inc
Recent Activity
0.85%
$1.113M
2,993 shares@ $371.76 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 5.47%
0.56%
$735,215
3,530 shares@ $208.28 avg price

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