Richwood Investment Advisors, LLC
•CIK: 1911900•Filing: Q4 2025
**Richwood Investment Advisors, LLC** manages $139M across a diversified portfolio of 106 positions. The fund exhibits a notable allocation to core indices, with IVV representing the largest holding at $27.5M. Significant exposure is also visible in sector-specific plays, including IJR ($9.8M) and IJH ($9.6M). Top holdings further reveal strategic bets on large-cap growth and technology leaders, such as LLY ($7.2M) and AAPL ($3.1M).
Total AUM
$139.3M
QoQ Performance
+9.1%
Positions
93
Top 10 Concentration
51.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IJR
IJH
LLY
IVV19.7%
IJR7.0%
IJH6.9%
LLY5.2%
EFA2.7%
V2.5%
AAPL2.2%
NOW1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other41.5%
ETF19.7%
Healthcare11.2%
Financial7.3%
Industrial6.5%
Technology5.2%
Consumer4.6%
Energy1.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑26 increased
↓58 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023