Richmond Investment Services, LLC
RIA/Wealth
Richmond Investment Services, LLC is a RIA/Wealth based in Mequon, WI led by Matthew Riley Richmond, managing $535.8M across 221 long positions as of Q3 2025 with 88% ETF concentration and minimal technology exposure.
CEOMatthew Riley Richmond
- Portfolio Value
- $535.8M
- Positions
- 221
- Top Holding
- IWL at 11.97%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Richmond Investment Services, LLC's portfolio (49.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $64.1M | 11.97% | +$1.6M Bought | — 386.0K shares | |
ETF ETF | $39.1M | 7.30% | +$775.3K Bought | — 65.2K shares | |
ETF ETF | $32.6M | 6.08% | +$8.5M Bought | — 415.7K shares | |
ETF ETF | $29.5M | 5.51% | -$1.5M Sold | — 298.1K shares | |
ETF ETF | $20.5M | 3.84% | -$2.2M Sold | — 416.9K shares | |
ETF ETF | $18.9M | 3.53% | +$78.7K Bought | — 247.4K shares | |
ETF ETF | $15.9M | 2.97% | -$414.0K Sold | — 33.2K shares | |
ETF ETF | $14.7M | 2.75% | +$3.5M Bought | — 309.6K shares | |
ETF ETF | $14.4M | 2.69% | +$38.6K Bought | — 319.8K shares | |
ETF ETF | $13.5M | 2.52% | -$7.8M Sold | — 354.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Richmond Investment Services, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Richmond Investment Services, LLC
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