RICHARDS, MERRILL & PETERSON, INC.
RIA/Wealth
RICHARDS, MERRILL & PETERSON, INC. is a RIA/Wealth based in Spokane, WA led by Steven Richard Larson, reporting $514.5M in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).
ChairmanSteven Richard Larson
- Portfolio Value
- $231.3M
- Positions
- 213
- Top Holding
- MSFT at 5.66%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in RICHARDS, MERRILL & PETERSON, INC.'s portfolio (35.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $13.1M | 5.66% | -$245.0K Sold | 0.00% 25.3K shares | |
Consumer Electronics Technology | $11.8M | 5.08% | -$183.1K Sold | 0.00% 46.2K shares | |
Discount Stores Consumer Defensive | $10.3M | 4.47% | +$646.1K Bought | 0.00% 11.2K shares | |
ETF ETF | $9.2M | 3.98% | -$149.5K Sold | — 15.3K shares | |
Specialty Retail Consumer Cyclical | $8.6M | 3.74% | +$125.6K Bought | 0.00% 39.3K shares | |
Semiconductors Technology | $7.4M | 3.19% | -$28.5K Sold | 0.00% 39.6K shares | |
ETF ETF | $6.2M | 2.69% | -$179.2K Sold | — 9.3K shares | |
Internet Content & Information Communication Services | $5.1M | 2.19% | +$265.2K Bought | 0.00% 20.8K shares | |
Medical - Devices Healthcare | $4.9M | 2.10% | +$78.7K Bought | 0.00% 13.2K shares | |
Banks - Diversified Financial Services | $4.6M | 1.98% | +$10.4K Bought | 0.00% 14.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in RICHARDS, MERRILL & PETERSON, INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-22.91% | |
-21.48% |
Analytics
Portfolio insights and performance metrics for RICHARDS, MERRILL & PETERSON, INC.
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