Latest imported 13F data

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

NOW
SERVICENOW INC
+389.7%
1.9% of portfolio
IVV
ISHARES TR
+5.7%
19.7% of portfolio
OSK
OSHKOSH CORP
NEW
0.5% of portfolio
PG
PROCTER AND GAMBLE CO
+65.4%
0.8% of portfolio
CVS
CVS HEALTH CORP
NEW
0.2% of portfolio

📉 Biggest Sells

LLY
ELI LILLY & CO
-3.5%
5.2% of portfolio
AAPL
APPLE INC
-7.0%
2.2% of portfolio
AMGN
AMGEN INC
-12.4%
0.9% of portfolio
AFL
AFLAC INC
-17.4%
0.5% of portfolio
ETN
EATON CORP PLC
-10.8%
0.7% of portfolio

Sector Breakdown

Other40.0%
ETF19.7%
Healthcare11.2%
Financial8.4%
Industrial6.5%
Technology5.2%
Consumer4.6%
Energy1.8%

🚪 Exited Positionssold since Q3 2025

DD
DUPONT DE NEMOURS INC
SOLD
$256.1K

Changes from Q3 2025

NEW7 new positions
↑26 increased
↓58 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022

📌 Top Holdings

IVV19.7%
ISHARES TR
$27.5M
IJR7.0%
ISHARES TR
$9.8M
IJH6.9%
ISHARES TR
$9.6M
LLY5.2%
ELI LILLY & CO
$7.2M
EFA2.7%
ISHARES TR
$3.8M

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