Richard Young Associates, Ltd.
CIK: 0002107563SEC EDGAR →
Portfolio Value
$128.1M
Holdings
25
As of
Q4 2025
New Positions
25
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 553,710 | $33.0M | 25.75% |
| 2 | DIMENSIONAL ETF TRUST | 704,459 | $32.8M | 25.63% |
| 3 | DIMENSIONAL ETF TRUST | 455,789 | $31.8M | 24.80% |
| 4 | DIMENSIONAL ETF TRUST | 122,433 | $9.1M | 7.09% |
| 5 | DIMENSIONAL ETF TRUST | 147,600 | $7.4M | 5.75% |
| 6 | NVIDIA CORPORATION | 19,805 | $3.7M | 2.88% |
| 7 | APPLE INC | 7,504 | $2.0M | 1.59% |
| 8 | TESLA INC | 2,993 | $1.3M | 1.05% |
| 9 | COCA COLA CO | 15,255 | $1.1M | 0.83% |
| 10 | AMAZON COM INC | 3,347 | $772K | 0.60% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 9 | $115.6M | 90.3% |
| Technology | 4 | $6.6M | 5.1% |
| Consumer Cyclical | 3 | $2.3M | 1.8% |
| Consumer Defensive | 2 | $1.3M | 1.0% |
| Communication Services | 3 | $1.3M | 1.0% |
| Energy | 1 | $289K | 0.2% |
| Utilities | 1 | $287K | 0.2% |
| Unknown | 1 | $206K | 0.2% |
| Healthcare | 1 | $178K | 0.1% |