Richwood Investment Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 16, 2025), Richwood Investment Advisors, LLC reported 100 stock positions worth $127.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 19.6% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 6.7%) and iShares Core S&P Small-Cap E (IJR, 6.7%). Compared with Q2 2025, it opened 3 new positions, sold out of 3, added to 13 and reduced 61. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +1%) and the biggest sale ServiceNow (NOW, shares −3%).

Most Recent 13F
Q2 2026
Location
Cincinnati, OH
CIK
0001911900
Portfolio Value
$127.6M (Q3 2025)
SEC Filing
0001172661-25-004302 ↗ filed Oct 16, 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 Q2 2025 Q3 2025: $127.6M $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 · $127.6M
IVV iShares Core S&P 500 ETF 19.65% 37,465 $25.1M Add +1.4%
IJH iShares Core S&P Midcap ETF 6.74% 131,872 $8.6M Reduce -0.3%
IJR iShares Core S&P Small-Cap E 6.72% 72,197 $8.6M Reduce -0.4%
LLY Eli Lilly & Co. 4.24% 7,095 $5.4M Reduce -0.3%
NOW ServiceNow Inc. 3.79% 5,259 $4.8M Reduce -2.7%
V Visa Inc. Class A 2.89% 10,796 $3.7M Reduce -0.8%
EFA iShares MSCI Eafe ETF 2.64% 36,142 $3.4M Add +1.1%
AAPL Apple Inc. 2.36% 11,834 $3.0M Reduce -0.8%
MA Mastercard Inc. Class A 1.79% 4,026 $2.3M Reduce -1.5%
NOC Northrop Grumman Corp. 1.66% 3,476 $2.1M Add +1.4%
MSFT Microsoft Corp. 1.41% 3,473 $1.8M No change
ORCL Oracle Corp. 1.33% 6,031 $1.7M Reduce -1.0%
COST Costco Wholesale Corp. 1.31% 1,804 $1.7M No change
HD Home Depot Inc. 1.30% 4,082 $1.7M Reduce -1.2%
TSCO Tractor Supply Company 1.29% 28,847 $1.6M Add +1.7%
DVY iShares Select Dividend ETF 1.25% 11,212 $1.6M Reduce -2.5%
CAT Caterpillar Inc. 1.19% 3,184 $1.5M Add +0.8%
LMT Lockheed Martin Corp. 1.17% 2,995 $1.5M Reduce -10.6%
LOW Lowe's Cos Inc. 1.16% 5,896 $1.5M Reduce -0.3%
UNH Unitedhealth Group Inc. 1.16% 4,290 $1.5M Reduce -1.7%
SDY SS SPDR S&P Dividend ETF 1.00% 9,122 $1.3M Reduce -1.1%
XOM Exxon Mobil Corp. 0.98% 11,142 $1.3M No change
MCD McDonald's Corp. 0.96% 4,025 $1.2M Reduce -1.0%
MRK Merck & Co. Inc. 0.92% 13,994 $1.2M Reduce -3.2%
WELL Welltower Inc. 0.87% 6,232 $1.1M Reduce -0.6%
AXP American Express Co. 0.86% 3,291 $1.1M Reduce -0.0%
ETN Eaton Corp. PLC 0.85% 2,915 $1.1M Reduce -0.1%
SNA Snap-on Inc. 0.85% 3,128 $1.1M No change
WFC Wells Fargo & Co. 0.84% 12,797 $1.1M No change
AMGN Amgen Inc. 0.81% 3,644 $1.0M Reduce -3.8%
GD General Dynamics Corp. 0.79% 2,948 $1.0M No change
BA The Boeing Co. 0.78% 4,588 $990K Reduce -0.7%
DE Deere & Co. 0.69% 1,917 $877K Add +6.7%
AFL Aflac Inc. 0.64% 7,343 $820K Reduce -0.3%
VYM Vanguard High DVD Yield ETF 0.62% 5,597 $789K Reduce -0.0%
COF Capital One Financial Corp. 0.59% 3,552 $755K Reduce -3.4%
JPM JPMorgan Chase & Co. 0.59% 2,386 $753K Add +4.4%
KO The Coca-Cola Co. 0.58% 11,068 $734K Add +2.4%
PEP Pepsico Inc. 0.57% 5,211 $732K Reduce -4.0%
GILD Gilead Sciences Inc. 0.57% 6,508 $722K Reduce -0.8%
NVDA Nvidia Corp. 0.56% 3,856 $719K Add +5.7%
JNJ Johnson & Johnson 0.56% 3,868 $717K Reduce -0.3%
WM Waste Management Inc. 0.55% 3,200 $707K Reduce -1.5%
SO The Southern Co. 0.53% 7,108 $674K No change
VZ Verizon Communications Inc. 0.51% 14,794 $650K Reduce -1.6%
PFF iShares Preferred & Income S 0.51% 20,388 $645K Reduce -0.8%
PG The Procter & Gamble Co. 0.50% 4,149 $638K Reduce -0.0%
ISCB iShares Morningstar SM Cap 0.50% 10,019 $635K No change
C Citigroup Inc. 0.46% 5,812 $590K Reduce -0.9%
YUM Yum! Brands Inc. 0.46% 3,863 $587K Add +4.0%
PSX Phillips 66 0.46% 4,310 $586K No change
IJS iShares S&P Small-Cap 600 Va 0.44% 5,043 $558K No change
FDX FedEx Corp. 0.43% 2,351 $554K Reduce -1.5%
BMY Bristol-Myers Squibb Co. 0.42% 11,887 $536K Reduce -10.6%
KMB Kimberly-Clark Corp. 0.41% 4,176 $519K Reduce -0.9%
UNP Union Pacific Corp. 0.40% 2,175 $514K Add +6.7%
DAL Delta Air Lines Inc. 0.39% 8,833 $501K No change
MS Morgan Stanley 0.39% 3,147 $500K Add +4.2%
ELV Elevance Health Inc. 0.39% 1,542 $498K Reduce -17.0%
SLYV SS SPDR S&P 600 SC Val ETF 0.38% 5,516 $489K Reduce -0.7%
HDV iShares Core High Dividend E 0.38% 3,953 $484K Reduce -0.9%
ADP Automatic Data Processing 0.38% 1,649 $484K No change
UPS United Parcel Service Class B 0.37% 5,658 $473K Reduce -7.1%
ED Consolidated Edison Inc. 0.37% 4,659 $468K No change
FAST Fastenal Co. 0.35% 9,073 $445K Reduce -3.2%
CLX Clorox Company 0.35% 3,577 $441K Reduce -1.8%
MDT Medtronic PLC 0.33% 4,434 $422K Reduce -6.6%
PFE Pfizer Inc. 0.33% 16,484 $420K Reduce -5.7%
COP Conocophillips 0.31% 4,215 $399K Reduce -10.6%
JLL Jones Lang Lasalle Inc. 0.31% 1,322 $394K Reduce -2.8%
MET Metlife Inc. 0.31% 4,786 $394K Reduce -3.4%
CVX Chevron Corp. 0.31% 2,526 $392K Reduce -0.0%
ADBE Adobe Inc. 0.29% 1,051 $371K Reduce -0.1%
MCK McKesson Corp. 0.29% 474 $367K Reduce -0.2%
ABT Abbott Laboratories 0.28% 2,624 $352K Reduce -6.9%
VOOG Vanguard S&P 500 Growth ETF 0.25% 746 $325K No change
CSCO Cisco Systems Inc. 0.25% 4,630 $317K No change
PAYX Paychex Inc. 0.25% 2,497 $317K No change
PM Philip Morris International 0.25% 1,950 $316K Reduce -3.4%
BIIB Biogen Inc. 0.25% 2,247 $315K Reduce -0.0%
IMCG iShares Morningstar Mid-Cap 0.24% 3,750 $310K No change
ALL Allstate Corp. 0.24% 1,407 $302K Reduce -6.6%
IP International Paper Co. 0.23% 6,372 $296K Reduce -1.6%
TMO Thermo Fisher Scientific Inc. 0.23% 600 $291K Reduce -15.1%
XLV SS Health Care Select Sector 0.22% 2,058 $286K Reduce -0.6%
INTC Intel Corp. 0.22% 8,426 $283K New
ECL Ecolab Inc. 0.22% 1,015 $278K Reduce -0.1%
LEA Lear Corp. 0.22% 2,754 $277K Reduce -2.1%
NSC Norfolk Southern Corp. 0.21% 913 $274K Add +1.6%
CHRW C.H. Robinson Worldwide Inc. 0.21% 2,065 $273K New
SYY Sysco Corp. 0.21% 3,266 $269K No change
CL Colgate-Palmolive Co. 0.21% 3,284 $263K No change
UAL United Airlines Holdings Inc. 0.20% 2,691 $260K No change
ITW Illinois Tool Works 0.20% 990 $258K No change
AEP American Electric Power 0.20% 2,288 $257K Reduce -3.4%
DD Dupont DE Nemours Inc. 0.20% 3,287 $256K Reduce -2.5%
PSA Public Storage 0.18% 773 $223K Reduce -0.1%
ITOT iShares Core S&P Total U.S. 0.17% 1,526 $222K No change
DUK Duke Energy Corp. 0.16% 1,685 $209K New
MMM 3M Co. 0.16% 1,328 $206K No change

Portfolio Sells Q2 2025 → Q3 2025
NOW ServiceNow Inc. Reduce -2.7% 3.79% −0.77
LLY Eli Lilly & Co. Reduce -0.3% 4.24% −0.32
V Visa Inc. Class A Reduce -0.8% 2.89% −0.29
FISV Fiserv Inc. Sold out 0.00% −0.21
ELV Elevance Health Inc. Reduce -17.0% 0.39% −0.20
IUSG iShares Core S&P U.S. Growth Sold out 0.00% −0.18
SYK Stryker Corp. Sold out 0.00% −0.17
UPS United Parcel Service Class B Reduce -7.1% 0.37% −0.13
LMT Lockheed Martin Corp. Reduce -10.6% 1.17% −0.10
MA Mastercard Inc. Class A Reduce -1.5% 1.79% −0.09
BMY Bristol-Myers Squibb Co. Reduce -10.6% 0.42% −0.09
AMGN Amgen Inc. Reduce -3.8% 0.81% −0.06
WM Waste Management Inc. Reduce -1.5% 0.55% −0.06
PM Philip Morris International Reduce -3.4% 0.25% −0.05
COF Capital One Financial Corp. Reduce -3.4% 0.59% −0.05
ADBE Adobe Inc. Reduce -0.1% 0.29% −0.04
PG The Procter & Gamble Co. Reduce -0.0% 0.50% −0.04
ABT Abbott Laboratories Reduce -6.9% 0.28% −0.04
KMB Kimberly-Clark Corp. Reduce -0.9% 0.41% −0.04
COP Conocophillips Reduce -10.6% 0.31% −0.04
GILD Gilead Sciences Inc. Reduce -0.8% 0.57% −0.03
SDY SS SPDR S&P Dividend ETF Reduce -1.1% 1.00% −0.03
VZ Verizon Communications Inc. Reduce -1.6% 0.51% −0.02
MRK Merck & Co. Inc. Reduce -3.2% 0.92% −0.02
PFE Pfizer Inc. Reduce -5.7% 0.33% −0.02
BA The Boeing Co. Reduce -0.7% 0.78% −0.02
MET Metlife Inc. Reduce -3.4% 0.31% −0.02
IP International Paper Co. Reduce -1.6% 0.23% −0.02
MCD McDonald's Corp. Reduce -1.0% 0.96% −0.02
PEP Pepsico Inc. Reduce -4.0% 0.57% −0.01
CLX Clorox Company Reduce -1.8% 0.35% −0.01
PFF iShares Preferred & Income S Reduce -0.8% 0.51% −0.01
ALL Allstate Corp. Reduce -6.6% 0.24% −0.01
PSA Public Storage Reduce -0.1% 0.18% −0.01
FDX FedEx Corp. Reduce -1.5% 0.43% −0.01
MDT Medtronic PLC Reduce -6.6% 0.33% −0.01
TMO Thermo Fisher Scientific Inc. Reduce -15.1% 0.23% −0.01
ECL Ecolab Inc. Reduce -0.1% 0.22% −0.01
DVY iShares Select Dividend ETF Reduce -2.5% 1.25% −0.01
AXP American Express Co. Reduce -0.0% 0.86% −0.01
XLV SS Health Care Select Sector Reduce -0.6% 0.22% −0.00
HDV iShares Core High Dividend E Reduce -0.9% 0.38% −0.00
LEA Lear Corp. Reduce -2.1% 0.22% −0.00
ETN Eaton Corp. PLC Reduce -0.1% 0.85% −0.00
AEP American Electric Power Reduce -3.4% 0.20% −0.00
MCK McKesson Corp. Reduce -0.2% 0.29% +0.00
AFL Aflac Inc. Reduce -0.3% 0.64% +0.00
VYM Vanguard High DVD Yield ETF Reduce -0.0% 0.62% +0.01
IJH iShares Core S&P Midcap ETF Reduce -0.3% 6.74% +0.01
CVX Chevron Corp. Reduce -0.0% 0.31% +0.01

Portfolio Buys Q2 2025 → Q3 2025
IVV iShares Core S&P 500 ETF Add +1.4% 19.65% +0.80
NOC Northrop Grumman Corp. Add +1.4% 1.66% +0.25
INTC Intel Corp. New 0.22% +0.22
CHRW C.H. Robinson Worldwide Inc. New 0.21% +0.21
CAT Caterpillar Inc. Add +0.8% 1.19% +0.18
DUK Duke Energy Corp. New 0.16% +0.16
NVDA Nvidia Corp. Add +5.7% 0.56% +0.09
TSCO Tractor Supply Company Add +1.7% 1.29% +0.06
JPM JPMorgan Chase & Co. Add +4.4% 0.59% +0.05
MS Morgan Stanley Add +4.2% 0.39% +0.04
NSC Norfolk Southern Corp. Add +1.6% 0.21% +0.03
EFA iShares MSCI Eafe ETF Add +1.1% 2.64% +0.02
UNP Union Pacific Corp. Add +6.7% 0.40% +0.02
YUM Yum! Brands Inc. Add +4.0% 0.46% +0.01
KO The Coca-Cola Co. Add +2.4% 0.58% −0.05
DE Deere & Co. Add +6.7% 0.69% −0.06

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