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RICHMOND INVESTMENT SERVICES, LLC 13F portfolio summary

RICHMOND INVESTMENT SERVICES, LLC of RICHMOND INVESTMENT SERVICES, LLC has 145 current stock holdings with a reported portfolio value of $316.1M. The portfolio 1 year return is +21.77%. Top holdings include IWL (12.77%), QQQ (8.60%), SMH (4.30%), VNLA (3.61%), GDX (3.16%).

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RICHMOND INVESTMENT SERVICES, LLC

RICHMOND INVESTMENT SERVICES, LLC
Latest filing: 2026-06-30

RICHMOND INVESTMENT SERVICES, LLC runs RICHMOND INVESTMENT SERVICES, LLC and currently holds 145 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $316.07M. Their top holdings are IWL, QQQ, SMH, VNLA, GDX. The top five represent 32.4% of reported portfolio weight. RICHMOND INVESTMENT SERVICES, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, RICHMOND INVESTMENT SERVICES, LLC initiated 7 new positions. They added to 6 existing positions. They trimmed 87 positions. Their current best-performing preview position is SNDK with returns of +257.88%.

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Top 5 Holdings
IWL12.8%
QQQ8.6%
SMH4.3%
VNLA3.6%
GDX3.2%
Top 5: 32.4%
Portfolio Returns
1 Year
+21.77%
#0/1000
3 Year
+27.66%
#0/1000
5 Year
+27.66%
#0/1000

Portfolio Value

$316.07M

Alpha Score

25.0

#0 of 1000

Holdings

145

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145 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
IWL
ISHARES TR
12.77%$150.14$189.36+26.12%
Trimmed
-46.78%
QQQ
INVESCO QQQ TR
8.60%$535.57$713.44+33.21%
Trimmed
-46.70%
SMH
VANECK ETF TRUST
4.30%$339.39$560.42+65.13%
Trimmed
-41.81%
VN
VNLA
JANUS DETROIT STR TR
3.61%$49.06$48.96-0.21%
Trimmed
-48.15%
GDX
VANECK ETF TRUST
3.16%$44.48$102.83+131.18%
Trimmed
-48.09%
MOAT
VANECK ETF TRUST
3.14%$93.18$114.42+22.79%
Trimmed
-68.52%
SDVY
FIRST TR EXCHANGE TRADED FD
3.01%$35.78$43.87+22.61%
Trimmed
-46.83%
GT
GTO
INVESCO ACTIVELY MANAGED EXC
2.79%$47.06$46.21-1.81%
Trimmed
-47.71%
GPIX
GOLDMAN SACHS ETF TR
2.61%$50.04$56.09+12.09%
Trimmed
-45.88%
AIRR
FIRST TR EXCHANGE TRADED FD
2.43%$126.14$115.27-8.62%
Added
+489.03%

Showing 1-10 of 145