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Richwood Investment Advisors, LLC
RIA/Wealth
Richwood Investment Advisors, LLC is a RIA/Wealth based in Cincinnati, OH led by Debora Ann Caley, reporting $137.4M in AUM as of Q3 2025 with 42% ETF concentration, 52% concentrated in top 10 holdings, and 20% allocation to IVV.
Managing PartnerDebora Ann Caley
- Portfolio Value
- $127.6M
- Positions
- 100
- Top Holding
- IVV at 19.65%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Richwood Investment Advisors, LLC's portfolio (52.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $25.1M | 19.65% | +$334.7K Bought | — 37.5K shares | |
ETF ETF | $8.6M | 6.74% | -$23.2K Sold | — 131.9K shares | |
ETF ETF | $8.6M | 6.72% | -$35.5K Sold | — 72.2K shares | |
Drug Manufacturers - General Healthcare | $5.4M | 4.24% | -$19.1K Sold | 0.00% 7.1K shares | |
Software - Application Technology | $4.8M | 3.79% | -$132.5K Sold | 0.00% 5.3K shares | |
Financial - Credit Services Financial Services | $3.7M | 2.89% | -$30.7K Sold | 0.00% 10.8K shares | |
ETF ETF | $3.4M | 2.64% | +$36.9K Bought | — 36.1K shares | |
Consumer Electronics Technology | $3.0M | 2.36% | -$23.2K Sold | 0.00% 11.8K shares | |
Financial - Credit Services Financial Services | $2.3M | 1.79% | -$34.7K Sold | 0.00% 4.0K shares | |
Aerospace & Defense Industrials | $2.1M | 1.66% | +$29.9K Bought | 0.00% 3.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Richwood Investment Advisors, LLC'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 |
|---|---|
+6.72% | |
+6.68% | |
+5.67% | |
+4.37% | |
+4.17% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-16.96% | |
-15.13% |
Analytics
Portfolio insights and performance metrics for Richwood Investment Advisors, LLC
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