Richwood Investment Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Richwood Investment Advisors, LLC reported 100 stock positions worth $121.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 18.8% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 6.7%) and iShares Core S&P Small-Cap E (IJR, 6.5%). Compared with Q1 2025, it opened 5 new positions, sold out of 2, added to 17 and reduced 45. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +3%) and the biggest sale Unitedhealth (UNH, shares −15%).

Most Recent 13F
Q2 2026
Location
Cincinnati, OH
CIK
0001911900
Portfolio Value
$121.8M (Q2 2025)
SEC Filing
0001172661-25-002681 ↗ filed Jul 23, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $112.6M Q1 2024 Q2 2024: $114.1M Q2 2024 Q3 2024: $120.9M Q3 2024 Q4 2024: $119.9M Q4 2024 Q1 2025: $117.6M Q1 2025 Q2 2025: $121.8M $121.8M Q2 2025 Q3 2025: $127.6M Q3 2025 Q4 2025: $139.3M Q4 2025 Q1 2026: $129.7M Q1 2026 Q2 2026: $142.2M Q2 2026

Holdings 100 stocks · $121.8M
IVV iShares Core S&P 500 ETF 18.85% 36,965 $23.0M Add +2.9%
IJH iShares Core S&P Midcap ETF 6.73% 132,228 $8.2M Reduce -0.5%
IJR iShares Core S&P Small-Cap E 6.51% 72,496 $7.9M Add +0.9%
NOW ServiceNow Inc. 4.56% 5,403 $5.6M Reduce -0.7%
LLY Eli Lilly & Co. 4.56% 7,120 $5.6M Add +0.8%
V Visa Inc. Class A 3.17% 10,886 $3.9M Reduce -0.2%
EFA iShares MSCI Eafe ETF 2.62% 35,747 $3.2M Add +2.1%
AAPL Apple Inc. 2.01% 11,925 $2.4M Reduce -0.5%
MA Mastercard Inc. Class A 1.89% 4,087 $2.3M Add +1.6%
COST Costco Wholesale Corp. 1.47% 1,804 $1.8M Reduce -0.4%
MSFT Microsoft Corp. 1.42% 3,473 $1.7M Reduce -0.4%
NOC Northrop Grumman Corp. 1.41% 3,427 $1.7M Add +3.0%
LMT Lockheed Martin Corp. 1.27% 3,349 $1.6M No change
DVY iShares Select Dividend ETF 1.25% 11,503 $1.5M Reduce -2.9%
HD Home Depot Inc. 1.24% 4,131 $1.5M Reduce -0.4%
TSCO Tractor Supply Company 1.23% 28,355 $1.5M Add +1.1%
UNH Unitedhealth Group Inc. 1.12% 4,365 $1.4M Reduce -14.6%
ORCL Oracle Corp. 1.09% 6,091 $1.3M No change
LOW Lowe's Cos Inc. 1.08% 5,912 $1.3M Reduce -2.9%
SDY SS SPDR S&P Dividend ETF 1.03% 9,227 $1.3M Reduce -0.2%
CAT Caterpillar Inc. 1.01% 3,159 $1.2M Reduce -1.7%
XOM Exxon Mobil Corp. 0.99% 11,142 $1.2M No change
MCD McDonald's Corp. 0.98% 4,065 $1.2M No change
MRK Merck & Co. Inc. 0.94% 14,455 $1.1M Reduce -9.3%
AMGN Amgen Inc. 0.87% 3,786 $1.1M Reduce -2.5%
AXP American Express Co. 0.86% 3,292 $1.0M Add +0.0%
ETN Eaton Corp. PLC 0.86% 2,918 $1.0M No change
WFC Wells Fargo & Co. 0.84% 12,797 $1.0M Reduce -1.1%
SNA Snap-on Inc. 0.80% 3,128 $973K No change
BA The Boeing Co. 0.79% 4,618 $968K Reduce -1.4%
WELL Welltower Inc. 0.79% 6,270 $964K Reduce -4.6%
DE Deere & Co. 0.75% 1,797 $914K Add +3.8%
GD General Dynamics Corp. 0.71% 2,948 $860K Reduce -1.3%
COF Capital One Financial Corp. 0.64% 3,677 $782K Reduce -3.5%
AFL Aflac Inc. 0.64% 7,368 $777K No change
KO The Coca-Cola Co. 0.63% 10,809 $765K No change
VYM Vanguard High DVD Yield ETF 0.61% 5,598 $746K No change
WM Waste Management Inc. 0.61% 3,250 $744K Reduce -3.1%
GILD Gilead Sciences Inc. 0.60% 6,558 $727K Reduce -2.6%
ELV Elevance Health Inc. 0.59% 1,857 $722K Reduce -7.9%
PEP Pepsico Inc. 0.59% 5,427 $717K Reduce -1.5%
JPM JPMorgan Chase & Co. 0.54% 2,286 $663K Reduce -2.1%
PG The Procter & Gamble Co. 0.54% 4,150 $661K No change
SO The Southern Co. 0.54% 7,108 $653K No change
VZ Verizon Communications Inc. 0.53% 15,035 $651K Reduce -3.9%
PFF iShares Preferred & Income S 0.52% 20,551 $631K No change
BMY Bristol-Myers Squibb Co. 0.51% 13,303 $616K Add +1.7%
UPS United Parcel Service Class B 0.50% 6,089 $615K Add +1.9%
JNJ Johnson & Johnson 0.49% 3,879 $592K Reduce -0.3%
ISCB iShares Morningstar SM Cap 0.48% 10,019 $584K Reduce -1.6%
NVDA Nvidia Corp. 0.47% 3,649 $577K No change
YUM Yum! Brands Inc. 0.45% 3,713 $550K Add +5.7%
KMB Kimberly-Clark Corp. 0.45% 4,214 $543K No change
FDX FedEx Corp. 0.45% 2,386 $542K Add +4.4%
PSX Phillips 66 0.42% 4,310 $514K Reduce -2.6%
ADP Automatic Data Processing 0.42% 1,649 $509K Reduce -0.6%
IJS iShares S&P Small-Cap 600 Va 0.41% 5,043 $502K No change
C Citigroup Inc. 0.41% 5,867 $499K Add +21.8%
UNP Union Pacific Corp. 0.39% 2,038 $469K No change
ED Consolidated Edison Inc. 0.38% 4,659 $468K Reduce -2.4%
HDV iShares Core High Dividend E 0.38% 3,988 $467K No change
SLYV SS SPDR S&P 600 SC Val ETF 0.36% 5,554 $443K No change
CLX Clorox Company 0.36% 3,642 $437K Reduce -5.2%
DAL Delta Air Lines Inc. 0.36% 8,833 $434K Reduce -1.9%
MS Morgan Stanley 0.35% 3,021 $425K Reduce -15.5%
PFE Pfizer Inc. 0.35% 17,485 $424K Add +0.8%
COP Conocophillips 0.35% 4,715 $423K Reduce -11.8%
MDT Medtronic PLC 0.34% 4,746 $414K Reduce -3.0%
ADBE Adobe Inc. 0.33% 1,052 $407K Reduce -20.2%
MET Metlife Inc. 0.33% 4,952 $398K Reduce -1.9%
FAST Fastenal Co. 0.32% 9,373 $394K Add +2.2%
ABT Abbott Laboratories 0.31% 2,819 $383K Reduce -9.5%
PM Philip Morris International 0.30% 2,018 $367K Reduce -2.5%
PAYX Paychex Inc. 0.30% 2,497 $363K No change
CVX Chevron Corp. 0.30% 2,527 $362K Reduce -4.1%
MCK McKesson Corp. 0.29% 475 $348K No change
JLL Jones Lang Lasalle Inc. 0.29% 1,360 $348K No change
CSCO Cisco Systems Inc. 0.26% 4,630 $321K No change
ALL Allstate Corp. 0.25% 1,507 $303K No change
IP International Paper Co. 0.25% 6,472 $303K Reduce -0.3%
IMCG iShares Morningstar Mid-Cap 0.25% 3,750 $301K No change
CL Colgate-Palmolive Co. 0.25% 3,284 $299K Reduce -20.5%
VOOG Vanguard S&P 500 Growth ETF 0.24% 746 $296K Reduce -6.2%
TMO Thermo Fisher Scientific Inc. 0.24% 707 $287K No change
BIIB Biogen Inc. 0.23% 2,248 $282K Reduce -19.2%
XLV SS Health Care Select Sector 0.23% 2,070 $279K No change
ECL Ecolab Inc. 0.22% 1,016 $274K No change
LEA Lear Corp. 0.22% 2,812 $267K No change
FISV Fiserv Inc. 0.21% 1,510 $260K No change
SYY Sysco Corp. 0.20% 3,266 $247K No change
AEP American Electric Power 0.20% 2,368 $246K Reduce -15.0%
ITW Illinois Tool Works 0.20% 990 $245K No change
DD Dupont DE Nemours Inc. 0.19% 3,371 $231K Add +8.1%
NSC Norfolk Southern Corp. 0.19% 899 $230K No change
PSA Public Storage 0.19% 774 $227K No change
IUSG iShares Core S&P U.S. Growth 0.18% 1,460 $220K New
UAL United Airlines Holdings Inc. 0.18% 2,691 $214K New
ITOT iShares Core S&P Total U.S. 0.17% 1,526 $206K New
SYK Stryker Corp. 0.17% 520 $206K New
MMM 3M Co. 0.17% 1,328 $202K New

Portfolio Sells Q1 2025 → Q2 2025
UNH Unitedhealth Group Inc. Reduce -14.6% 1.12% −1.16
MRK Merck & Co. Inc. Reduce -9.3% 0.94% −0.28
AAPL Apple Inc. Reduce -0.5% 2.01% −0.25
DUK Duke Energy Corp. Sold out 0.00% −0.17
SPLV Invesco S&P 500 Low Volatili Sold out 0.00% −0.17
AMGN Amgen Inc. Reduce -2.5% 0.87% −0.16
ELV Elevance Health Inc. Reduce -7.9% 0.59% −0.15
COP Conocophillips Reduce -11.8% 0.35% −0.13
LOW Lowe's Cos Inc. Reduce -2.9% 1.08% −0.13
CLX Clorox Company Reduce -5.2% 0.36% −0.12
PEP Pepsico Inc. Reduce -1.5% 0.59% −0.11
DVY iShares Select Dividend ETF Reduce -2.9% 1.25% −0.10
ADBE Adobe Inc. Reduce -20.2% 0.33% −0.10
BIIB Biogen Inc. Reduce -19.2% 0.23% −0.09
CL Colgate-Palmolive Co. Reduce -20.5% 0.25% −0.08
CVX Chevron Corp. Reduce -4.1% 0.30% −0.08
V Visa Inc. Class A Reduce -0.2% 3.17% −0.07
VZ Verizon Communications Inc. Reduce -3.9% 0.53% −0.07
ED Consolidated Edison Inc. Reduce -2.4% 0.38% −0.06
WELL Welltower Inc. Reduce -4.6% 0.79% −0.06
JNJ Johnson & Johnson Reduce -0.3% 0.49% −0.06
AEP American Electric Power Reduce -15.0% 0.20% −0.06
WM Waste Management Inc. Reduce -3.1% 0.61% −0.05
HD Home Depot Inc. Reduce -0.4% 1.24% −0.05
IP International Paper Co. Reduce -0.3% 0.25% −0.05
GILD Gilead Sciences Inc. Reduce -2.6% 0.60% −0.04
PSX Phillips 66 Reduce -2.6% 0.42% −0.04
SDY SS SPDR S&P Dividend ETF Reduce -0.2% 1.03% −0.04
ABT Abbott Laboratories Reduce -9.5% 0.31% −0.04
MDT Medtronic PLC Reduce -3.0% 0.34% −0.03
MET Metlife Inc. Reduce -1.9% 0.33% −0.02
ADP Automatic Data Processing Reduce -0.6% 0.42% −0.01
MS Morgan Stanley Reduce -15.5% 0.35% −0.01
COST Costco Wholesale Corp. Reduce -0.4% 1.47% +0.01
ISCB iShares Morningstar SM Cap Reduce -1.6% 0.48% +0.01
GD General Dynamics Corp. Reduce -1.3% 0.71% +0.01
VOOG Vanguard S&P 500 Growth ETF Reduce -6.2% 0.24% +0.02
PM Philip Morris International Reduce -2.5% 0.30% +0.02
DAL Delta Air Lines Inc. Reduce -1.9% 0.36% +0.02
WFC Wells Fargo & Co. Reduce -1.1% 0.84% +0.05
JPM JPMorgan Chase & Co. Reduce -2.1% 0.54% +0.06
COF Capital One Financial Corp. Reduce -3.5% 0.64% +0.06
CAT Caterpillar Inc. Reduce -1.7% 1.01% +0.11
BA The Boeing Co. Reduce -1.4% 0.79% +0.12
IJH iShares Core S&P Midcap ETF Reduce -0.5% 6.73% +0.14
MSFT Microsoft Corp. Reduce -0.4% 1.42% +0.31
NOW ServiceNow Inc. Reduce -0.7% 4.56% +0.88

Portfolio Buys Q1 2025 → Q2 2025
IVV iShares Core S&P 500 ETF Add +2.9% 18.85% +1.69
EFA iShares MSCI Eafe ETF Add +2.1% 2.62% +0.19
IUSG iShares Core S&P U.S. Growth New 0.18% +0.18
UAL United Airlines Holdings Inc. New 0.18% +0.18
ITOT iShares Core S&P Total U.S. New 0.17% +0.17
SYK Stryker Corp. New 0.17% +0.17
MMM 3M Co. New 0.17% +0.17
IJR iShares Core S&P Small-Cap E Add +0.9% 6.51% +0.12
C Citigroup Inc. Add +21.8% 0.41% +0.12
AXP American Express Co. Add +0.0% 0.86% +0.11
DE Deere & Co. Add +3.8% 0.75% +0.06
FAST Fastenal Co. Add +2.2% 0.32% +0.02
MA Mastercard Inc. Class A Add +1.6% 1.89% +0.01
DD Dupont DE Nemours Inc. Add +8.1% 0.19% −0.01
YUM Yum! Brands Inc. Add +5.7% 0.45% −0.02
PFE Pfizer Inc. Add +0.8% 0.35% −0.03
FDX FedEx Corp. Add +4.4% 0.45% −0.03
NOC Northrop Grumman Corp. Add +3.0% 1.41% −0.04
UPS United Parcel Service Class B Add +1.9% 0.50% −0.05
TSCO Tractor Supply Company Add +1.1% 1.23% −0.09
BMY Bristol-Myers Squibb Co. Add +1.7% 0.51% −0.17
LLY Eli Lilly & Co. Add +0.8% 4.56% −0.40

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 106$142.2MIVV, IJR, IJH, LLY, EFA
Q1 2026 98$129.7MIVV, IJR, IJH, LLY, EFA
Q4 2025 106$139.3MIVV, IJR, IJH, LLY, EFA
Q3 2025 100$127.6MIVV, IJH, IJR, LLY, NOW
Q2 2025 100$121.8MIVV, IJH, IJR, NOW, LLY
Q1 2025 97$117.6MIVV, IJH, IJR, LLY, NOW
Q4 2024 100$119.9MIVV, IJR, IJH, NOW, LLY
Q3 2024 102$120.9MIVV, IJR, IJH, LLY, NOW
Q2 2024 100$114.1MIVV, IJH, IJR, LLY, NOW
Q1 2024 100$112.6MIVV, IJH, IJR, LLY, NOW