Richardson Capital Management LLC Q2 2025 Filing

Filed July 23, 2025

Portfolio Value

$190.7M

Holdings

206

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (206 positions)

StockValue
SCHXSchwab US Large-Cap ETF
$55.8M
SCHDSchwab US Dividend Equity ETF
$43.0M
SCHGSchwab US Large-Cap Growth ETF
$33.7M
SCHMSchwab US Mid-Cap ETF
$15.2M
NVDANVIDIA Corp
$9.4M
IJHiShares Core S&P Mid-Cap ETF
$7.0M
MEMSMatthews EM Discovery Active ETF
$3.0M
SCHKSchwab 1000 Index ETF
$2.7M
VOOVanguard 500 ETF
$2.0M
VYMVanguard High Dividend Yield ETF
$1.5M
NDQInvesco QQQ Trust ETF
$1.1M
IWPiShares Russell Mid-Cap Growth ETF
$851K
IWFiShares Russell 1000 Growth ETF
$637K
IVViShares Core S&P 500 ETF
$570K
ARKKARK Innovation ETF
$569K
IWRiShares Russell Mid-Cap ETF
$552K
SPDWSPDR Portfolio Developed World ex-US ETF
$405K
XLFSector SPDR - Financial
$393K
IWSiShares Russell Mid-Cap Value ETF
$392K
BCCCGlobal X US Infrastructure Dev ETF
$386K
VTIVanguard Total Stock Market ETF
$378K
GOOGLGoogle Inc Class A
$366K
JPMJPMorgan Chase & Co
$366K
SPYSPDR S&P 500 ETF
$358K
VIGVanguard Dividend Appreciation ETF
$354K
IXNiShares Global Tech ETF
$326K
COWZPacer US Cash Cows 100 ETF
$311K
SCHESchwab Emerging Markets Equity ETF
$283K
ARKBARK 21Shares Bitcoin ETF
$274K
HEFAiShares Currency Hedged MSCI EAFE ETF
$265K
IJRiShares Core S&P Small-Cap ETF
$240K
WDIVSPDR S&P Global Dividend ETF
$218K
FELGFIDELITY ENHANCED LARGE CAP ETF
$214K
SPGIS&P Global Inc
$211K
IBMInternational Business Machines Corp
$208K
AQLTiShares Core MSCI EAFE ETF
$196K
VOVanguard Mid-Cap ETF
$194K
SCHCSchwab International Small-Cap Eq ETF
$186K
GBTCBitcoin Investment Trust
$185K
AAPLApple Computer Inc
$182K
VUGVanguard Growth ETF
$178K
SCHASchwab US Small-Cap ETF
$172K
IYWiShares US Technology ETF
$163K
OUSMALPS O Shares US Sm-Cp Qul Div ETF
$162K
HONHoneywell International
$156K
CARRCarrier Global Corp-Wi
$156K
ENVXENOVIX Corp
$155K
METAMeta Platforms Inc Class A
$148K
COSTCostco Wholesale Corp
$141K
GILDGilead Sciences Inc
$133K
SCHBSchwab US Broad Market ETF
$131K
ADPAuto Data Processing
$123K
FEMRFIDELITY ENHNCD LRGE CP VLE ETF
$122K
TXNTexas Instruments Inc
$121K
FASTFastenal Co
$118K
GDGeneral Dynamics Corp
$117K
SCHFSchwab International Equity ETF
$117K
MMM3M Company
$114K
KOCoca-Cola Company
$110K
MARAMarathon Digital Holdings Inc
$105K
HDHome Depot Inc
$104K
JBLJabil Inc
$98K
SHYGiShares 0-5 Year High Yield Corp Bond ETF
$97K
MRKMerck & Co Inc
$96K
CSCOCisco Systems Inc
$96K
IETCiShares US Tech Independence Focused ETF
$95K
RCLRoyal Caribbean Cruisesf
$94K
BRK/BBerkshire Hathaway Cl B
$94K
AVGOBroadcom Inc
$90K
JNJJohnson & Johnson
$84K
MDYSPDR S&P Mid Cap 400 ETF
$80K
AMZNAmazon.com Inc
$80K
ESGVVanguard ESG US Stock ETF
$75K
QQQMInvesco NASDAQ 100 ETF
$73K
GSGoldman Sachs Group Inc
$71K
GNRCGenerac Holdings Inc
$71K
QUALiShares MSCI USA Quality Factor ETF
$66K
FLEXFlextronics International Ltd
$66K
AMDAdvanced Micro Devices
$65K
TSLATesla Motors Inc
$62K
CVXChevron Corporation
$57K
DISDisney Walt Co
$54K
COHRCoherent Inc
$54K
ASBAssociated Banc-Corp
$49K
LMTLockheed Martin Corp
$46K
CTVACorteva Inc com
$43K
IWDiShares Russell 1000 Value ETF
$43K
VEAVanguard FTSE Developed Markets ETF
$42K
DDDupont De Nemours Inc
$40K
CEGCONSTELLATION ENERGY ORD WI
$37K
FAFFirst American Financial Corp
$37K
UPSUnited Parcel Service B
$35K
MCHPMicrochip Technology Inc
$35K
IOOiShares Global 100 ETF
$35K
QCOMQualcomm Inc
$35K
VGTVanguard Information Technology ETF
$35K
SLViShares Silver Trust
$34K
GOOGGOOGLE INC
$32K
RSPGuggenheim S&P 500 Equal Weight ETF
$32K
EFGiShares MSCI EAFE Growth ETF
$29K
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