Richmond Brothers, Inc.
CIK 1540462 · Holdings on Mar 31, 2026 · First reported May 11, 2026
Top ten holdings
Q1 2026- QQQ28.98%
- VDE5.67%
- VPU4.74%
- VAW4.66%
- VIS4.56%
- VDC4.43%
- VOX4.39%
- VHT4.32%
- VGT4.19%
- VFH4.11%
Share classes counted separately70.05%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VNQWeight increased · +2.09 pp2.02% → 4.11%Shares +33.75K (+94.15%)
- VDEWeight increased · +1.51 pp4.16% → 5.67%Shares -2.70K (-5.20%)
- QQQWeight decreased · -0.79 pp29.77% → 28.98%Shares -762 (-1.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $43.52M | 28.98% | 75.41K shares | 29.77% → 28.98%-0.79 pp -762 (-1.00%) | Reduced | ↗▾ |
| 02 | VDEVANGUARD ENERGY ETFENERGY ETF View history and evidence | $8.52M | 5.67% | 49.21K shares | 4.16% → 5.67%+1.51 pp -2.70K (-5.20%) | Reduced | ↗▾ |
| 03 | VPUVANGUARD UTILITIES ETFUTILITIES ETF View history and evidence | $7.12M | 4.74% | 35.95K shares | 4.32% → 4.74%+0.42 pp -770 (-2.10%) | Reduced | ↗▾ |
| 04 | VAWVANGUARD MATERIALS ETFMATERIALS ETF View history and evidence | $6.99M | 4.66% | 31.03K shares | 4.28% → 4.66%+0.38 pp -1.39K (-4.29%) | Reduced | ↗▾ |
| 05 | VISVANGUARD INDUSTRIALS ETFINDUSTRIAL ETF View history and evidence | $6.85M | 4.56% | 21.94K shares | 4.37% → 4.56%+0.19 pp -1.06K (-4.63%) | Reduced | ↗▾ |
| 06 | VDCVANGUARD CONSUMER STAPLE ETFCONSUM STP ETF View history and evidence | $6.65M | 4.43% | 29.61K shares | 4.07% → 4.43%+0.36 pp -691 (-2.28%) | Reduced | ↗▾ |
| 07 | VOXVANGUARD COMMUNICATION SERVICOMM SRVC ETF View history and evidence | $6.59M | 4.39% | 36.63K shares | 4.66% → 4.39%-0.27 pp -1.20K (-3.18%) | Reduced | ↗▾ |
| 08 | VHTVANGUARD HEALTH CARE ETFHEALTH CAR ETF View history and evidence | $6.48M | 4.32% | 23.81K shares | 4.46% → 4.32%-0.14 pp -560 (-2.30%) | Reduced | ↗▾ |
| 09 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $6.30M | 4.19% | 9.03K shares | 4.43% → 4.19%-0.24 pp -197 (-2.14%) | Reduced | ↗▾ |
| 10 | VFHVANGUARD FINANCIALS ETFFINANCIALS ETF View history and evidence | $6.18M | 4.11% | 51.13K shares | 4.41% → 4.11%-0.30 pp -751 (-1.45%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1540462 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 150169984
}Research all 36 reported holdings.
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