Data as of Q4 2025 (Dec 31, 2025)

Richmond Brothers, Inc.

•CIK: 1540462•Filing: Q4 2025

**Richmond Brothers, Inc.** manages $157M across a concentrated portfolio of 36 positions. The fund exhibits a significant overweighting toward technology and growth sectors, highlighted by its largest holding in NDQ at $46.8M. Further allocations include substantial exposure to sector ETFs such as VOX ($7.3M), VHT ($7.0M), and VGT ($7.0M). This positioning suggests a tactical focus on high-beta, innovation-driven market segments.

Total AUM
$157.2M
QoQ Performance
-0.8%
Positions
21
Top 10 Concentration
69.1%
Latest Filing
Q4 2025

Top Holdings Allocation

NDQ
NDQ29.8%
VOX4.7%
VHT4.5%
VGT4.4%
VFH4.4%
VIS4.4%
VPU4.3%
VAW4.3%

📈 Biggest Buys

NDQ
INVESCO QQQ TR
+13.5%
29.8% of portfolio
VHT
VANGUARD WORLD FD
+76.2%
4.5% of portfolio
EDV
VANGUARD WORLD FD
NEW
1.7% of portfolio
SSO
PROSHARES TR
+409.5%
1.3% of portfolio
QLD
PROSHARES TR
+394.9%
1.3% of portfolio

📉 Biggest Sells

BSV
VANGUARD BD INDEX FDS
-64.2%
1.7% of portfolio
BLV
VANGUARD BD INDEX FDS
-26.7%
3.5% of portfolio
BIV
VANGUARD BD INDEX FDS
-25.9%
3.5% of portfolio
VTIP
VANGUARD MALVERN FDS
-31.9%
1.9% of portfolio
VGT
VANGUARD WORLD FD
-11.9%
4.4% of portfolio

Sector Breakdown

Other94.4%
Technology3.3%
Financial1.9%
ETF0.2%
Consumer0.1%

Changes from Q3 2025

NEW2 new positions
↑8 increased
↓20 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

NDQ29.8%
INVESCO QQQ TR
$46.8M
VOX4.7%
VANGUARD WORLD FD
$7.3M
VHT4.5%
VANGUARD WORLD FD
$7.0M
VGT4.4%
VANGUARD WORLD FD
$7.0M
VFH4.4%
VANGUARD WORLD FD
$6.9M

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