Richmond Brothers, Inc.
RIA/Wealth
Richmond Brothers, Inc. is a RIA/Wealth based in Jackson, MI led by Matthew Jeremy Curfman, reporting $241.7M in AUM as of Q3 2025 with 92% ETF concentration, 69% concentrated in top 10 holdings, and 25% allocation to QQQ.
PresidentMatthew Jeremy Curfman
- Portfolio Value
- $158.4M
- Positions
- 34
- Top Holding
- QQQ at 25.43%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Richmond Brothers, Inc.'s portfolio (68.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $40.3M | 25.43% | -$1.1M Sold | — 67.1K shares | |
ETF ETF | $8.0M | 5.03% | -$288.5K Sold | — 42.5K shares | |
ETF ETF | $7.8M | 4.94% | -$276.3K Sold | — 41.3K shares | |
ETF ETF | $7.8M | 4.94% | -$280.7K Sold | — 10.5K shares | |
ETF ETF | $7.6M | 4.81% | -$7.9M Sold | — 96.5K shares | |
ETF ETF | $7.6M | 4.79% | +$4.4M Bought | — 107.0K shares | |
ETF ETF | $7.5M | 4.76% | -$1.9M Sold | — 96.6K shares | |
ETF ETF | $7.5M | 4.76% | -$197.3K Sold | — 25.5K shares | |
ETF ETF | $7.4M | 4.68% | -$157.4K Sold | — 56.5K shares | |
ETF ETF | $7.4M | 4.67% | -$119.2K Sold | — 18.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Richmond Brothers, 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 | |
+137.35% | |
+95.32% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-61.55% | |
-50.89% | |
-29.41% | |
-20.04% |
Analytics
Portfolio insights and performance metrics for Richmond Brothers, Inc.
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