Richwood Investment Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Richwood Investment Advisors, LLC reported 98 stock positions worth $129.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 20.2% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 7.2%) and iShares Core S&P Midcap ETF (IJH, 7.1%). Compared with Q4 2025, it opened 1 new position, sold out of 9, added to 33 and reduced 45. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +1%) and the biggest sale an exit from SS Health Care Select Sector (XLV).
- Most Recent 13F
- Q2 2026
- Location
- Cincinnati, OH
- CIK
- 0001911900
- Portfolio Value
- $129.7M (Q1 2026)
- SEC Filing
- 0001172661-26-002346 ↗ filed May 15, 2026
Holdings Value
Holdings 98 stocks · $129.7M
| IVV iShares Core S&P 500 ETF | 20.21% | 40,152 | $26.2M | Add +1.4% |
| IJR iShares Core S&P Small-Cap E | 7.20% | 75,170 | $9.3M | Add +1.5% |
| IJH iShares Core S&P Midcap ETF | 7.05% | 135,546 | $9.2M | Add +1.0% |
| LLY Eli Lilly & Co. | 4.87% | 6,870 | $6.3M | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 2.84% | 37,893 | $3.7M | Add +2.3% |
| V Visa Inc. Class A | 2.54% | 10,910 | $3.3M | Add +3.4% |
| AAPL Apple Inc. | 2.17% | 11,070 | $2.8M | Add +0.6% |
| NOW ServiceNow Inc. | 2.16% | 26,826 | $2.8M | Add +4.2% |
| NOC Northrop Grumman Corp. | 1.94% | 3,690 | $2.5M | Add +4.5% |
| CAT Caterpillar Inc. | 1.77% | 3,234 | $2.3M | Reduce -1.2% |
| LMT Lockheed Martin Corp. | 1.56% | 3,354 | $2.0M | Add +3.7% |
| MA Mastercard Inc. Class A | 1.53% | 3,964 | $2.0M | Add +1.2% |
| XOM Exxon Mobil Corp. | 1.46% | 11,197 | $1.9M | Add +0.5% |
| COST Costco Wholesale Corp. | 1.40% | 1,825 | $1.8M | Add +2.5% |
| DVY iShares Select Dividend ETF | 1.23% | 10,567 | $1.6M | Reduce -1.9% |
| MRK Merck & Co. Inc. | 1.23% | 13,229 | $1.6M | Reduce -0.1% |
| HD Home Depot Inc. | 1.18% | 4,668 | $1.5M | Add +9.0% |
| TSCO Tractor Supply Company | 1.03% | 29,613 | $1.3M | Reduce -0.7% |
| LOW Lowe's Cos Inc. | 1.02% | 5,576 | $1.3M | Reduce -0.9% |
| MSFT Microsoft Corp. | 0.95% | 3,344 | $1.2M | Reduce -1.1% |
| SDY SS SPDR S&P Dividend ETF | 0.94% | 8,332 | $1.2M | Reduce -5.4% |
| MCD McDonald's Corp. | 0.93% | 3,900 | $1.2M | Add +2.0% |
| WELL Welltower Inc. | 0.92% | 6,057 | $1.2M | No change |
| JNJ Johnson & Johnson | 0.89% | 4,711 | $1.2M | Add +9.3% |
| UNH Unitedhealth Group Inc. | 0.88% | 4,209 | $1.1M | Reduce -1.1% |
| DE Deere & Co. | 0.86% | 1,987 | $1.1M | Add +2.6% |
| SNA Snap-on Inc. | 0.80% | 2,868 | $1.0M | Reduce -6.5% |
| BA The Boeing Co. | 0.77% | 5,007 | $997K | Add +4.4% |
| WFC Wells Fargo & Co. | 0.77% | 12,497 | $995K | No change |
| AMGN Amgen Inc. | 0.76% | 2,795 | $983K | Reduce -12.4% |
| PG The Procter & Gamble Co. | 0.74% | 6,663 | $962K | Reduce -2.9% |
| FDX FedEx Corp. | 0.74% | 2,681 | $955K | Add +3.5% |
| AXP American Express Co. | 0.73% | 3,114 | $942K | Reduce -3.2% |
| GD General Dynamics Corp. | 0.73% | 2,742 | $941K | Reduce -11.3% |
| GILD Gilead Sciences Inc. | 0.66% | 6,158 | $858K | Reduce -0.6% |
| ORCL Oracle Corp. | 0.66% | 5,810 | $855K | Reduce -1.0% |
| PEP Pepsico Inc. | 0.65% | 5,464 | $849K | Add +3.1% |
| KO The Coca-Cola Co. | 0.64% | 10,888 | $828K | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.59% | 2,601 | $765K | Reduce -0.6% |
| ETN Eaton Corp. PLC | 0.59% | 2,135 | $764K | Reduce -17.9% |
| NVDA Nvidia Corp. | 0.58% | 4,336 | $756K | Add +14.5% |
| VYM Vanguard High DVD Yield ETF | 0.58% | 5,097 | $755K | No change |
| PSX Phillips 66 | 0.58% | 4,110 | $749K | Reduce -4.6% |
| WM Waste Management Inc. | 0.57% | 3,200 | $735K | No change |
| C Citigroup Inc. | 0.56% | 6,411 | $727K | Add +5.1% |
| VZ Verizon Communications Inc. | 0.53% | 13,700 | $688K | Reduce -3.8% |
| MS Morgan Stanley | 0.52% | 4,107 | $676K | Add +10.8% |
| BMY Bristol-Myers Squibb Co. | 0.50% | 10,597 | $643K | Reduce -3.7% |
| OSK Oshkosh Corp. | 0.49% | 4,340 | $639K | Add +12.0% |
| SO The Southern Co. | 0.48% | 6,483 | $626K | No change |
| COF Capital One Financial Corp. | 0.46% | 3,297 | $601K | No change |
| YUM Yum! Brands Inc. | 0.46% | 3,863 | $601K | No change |
| ISCB iShares Morningstar SM Cap | 0.46% | 9,159 | $596K | Reduce -4.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.46% | 5,005 | $593K | No change |
| PFF iShares Preferred & Income S | 0.46% | 19,539 | $592K | Reduce -1.2% |
| AFL Aflac Inc. | 0.45% | 5,373 | $589K | Reduce -11.4% |
| UPS United Parcel Service Class B | 0.43% | 5,688 | $560K | Add +1.4% |
| DAL Delta Air Lines Inc. | 0.42% | 8,215 | $546K | Reduce -1.1% |
| COP Conocophillips | 0.39% | 3,804 | $502K | Reduce -1.2% |
| HDV iShares Core High Dividend E | 0.38% | 18,190 | $494K | Add +390.6% |
| UNP Union Pacific Corp. | 0.37% | 1,990 | $483K | Reduce -4.1% |
| ED Consolidated Edison Inc. | 0.37% | 4,249 | $481K | Reduce -1.2% |
| MCK McKesson Corp. | 0.34% | 519 | $445K | Add +9.5% |
| PFE Pfizer Inc. | 0.34% | 15,504 | $435K | Reduce -2.8% |
| CLX Clorox Company | 0.33% | 4,187 | $434K | Reduce -3.2% |
| INTC Intel Corp. | 0.33% | 9,626 | $425K | No change |
| ADBE Adobe Inc. | 0.32% | 1,687 | $410K | Add +26.9% |
| CVX Chevron Corp. | 0.31% | 1,950 | $404K | Reduce -9.3% |
| ELV Elevance Health Inc. | 0.30% | 1,347 | $394K | Reduce -6.6% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.30% | 4,160 | $393K | Reduce -23.8% |
| SYY Sysco Corp. | 0.29% | 5,351 | $382K | Add +63.8% |
| KMB Kimberly-Clark Corp. | 0.29% | 3,936 | $380K | Reduce -4.9% |
| JLL Jones Lang Lasalle Inc. | 0.29% | 1,245 | $379K | No change |
| FAST Fastenal Co. | 0.29% | 8,053 | $374K | Reduce -9.2% |
| BIIB Biogen Inc. | 0.29% | 2,032 | $373K | Reduce -4.2% |
| ECL Ecolab Inc. | 0.27% | 1,328 | $353K | No change |
| LEA Lear Corp. | 0.27% | 2,869 | $347K | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 0.27% | 4,472 | $347K | No change |
| MDT Medtronic PLC | 0.26% | 3,949 | $342K | No change |
| ADP Automatic Data Processing | 0.26% | 1,649 | $335K | No change |
| MET Metlife Inc. | 0.25% | 4,616 | $326K | Reduce -3.5% |
| PM Philip Morris International | 0.25% | 1,950 | $322K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.24% | 1,864 | $310K | Reduce -9.7% |
| VOOG Vanguard S&P 500 Growth ETF | 0.23% | 4,476 | $304K | Add +500.0% |
| IMCG iShares Morningstar Mid-Cap | 0.23% | 3,725 | $293K | No change |
| ALL Allstate Corp. | 0.22% | 1,407 | $292K | No change |
| UAL United Airlines Holdings Inc. | 0.19% | 2,691 | $248K | No change |
| CVS CVS Health Corp. | 0.19% | 3,408 | $245K | Reduce -1.5% |
| NSC Norfolk Southern Corp. | 0.19% | 843 | $242K | Reduce -14.2% |
| AEP American Electric Power | 0.18% | 1,803 | $236K | Reduce -6.7% |
| CL Colgate-Palmolive Co. | 0.18% | 2,764 | $236K | Reduce -5.8% |
| WMT Walmart Inc. | 0.18% | 1,893 | $235K | Add +11.8% |
| DUK Duke Energy Corp. | 0.18% | 1,775 | $232K | Add +5.3% |
| IP International Paper Co. | 0.18% | 6,477 | $231K | Add +9.0% |
| ITW Illinois Tool Works | 0.17% | 865 | $225K | Reduce -4.4% |
| PAYX Paychex Inc. | 0.16% | 2,287 | $211K | Reduce -4.6% |
| PSA Public Storage | 0.16% | 753 | $204K | No change |
| QCOM Qualcomm Inc. | 0.16% | 1,574 | $203K | New |
Portfolio Sells Q4 2025 → Q1 2026
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.22 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.19 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.17 |
| MMM 3M Co. | Sold out | 0.00% | −0.16 |
| TSCO Tractor Supply Company | Reduce -0.7% | 1.03% | −0.16 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.15 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.15 |
| ISCV iShares Morningstar Small-Ca | Sold out | 0.00% | −0.15 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.15 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −0.14 |
| AMGN Amgen Inc. | Reduce -12.4% | 0.76% | −0.12 |
| LOW Lowe's Cos Inc. | Reduce -0.9% | 1.02% | −0.11 |
| ETN Eaton Corp. PLC | Reduce -17.9% | 0.59% | −0.11 |
| AXP American Express Co. | Reduce -3.2% | 0.73% | −0.10 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -23.8% | 0.30% | −0.09 |
| GD General Dynamics Corp. | Reduce -11.3% | 0.73% | −0.07 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -9.7% | 0.24% | −0.06 |
| AFL Aflac Inc. | Reduce -11.4% | 0.45% | −0.06 |
| ELV Elevance Health Inc. | Reduce -6.6% | 0.30% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -2.9% | 0.74% | −0.04 |
| CLX Clorox Company | Reduce -3.2% | 0.33% | −0.04 |
| SDY SS SPDR S&P Dividend ETF | Reduce -5.4% | 0.94% | −0.03 |
| NSC Norfolk Southern Corp. | Reduce -14.2% | 0.19% | −0.03 |
| DAL Delta Air Lines Inc. | Reduce -1.1% | 0.42% | −0.03 |
| LEA Lear Corp. | Reduce -0.7% | 0.27% | −0.02 |
| ISCB iShares Morningstar SM Cap | Reduce -4.4% | 0.46% | −0.02 |
| MSFT Microsoft Corp. | Reduce -1.1% | 0.95% | −0.02 |
| BIIB Biogen Inc. | Reduce -4.2% | 0.29% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -4.9% | 0.29% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -5.8% | 0.18% | −0.02 |
| ITW Illinois Tool Works | Reduce -4.4% | 0.17% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -0.6% | 0.66% | −0.02 |
| FAST Fastenal Co. | Reduce -9.2% | 0.29% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 0.59% | −0.02 |
| MET Metlife Inc. | Reduce -3.5% | 0.25% | −0.01 |
| SNA Snap-on Inc. | Reduce -6.5% | 0.80% | −0.01 |
| PAYX Paychex Inc. | Reduce -4.6% | 0.16% | −0.01 |
| CVS CVS Health Corp. | Reduce -1.5% | 0.19% | −0.01 |
| UNP Union Pacific Corp. | Reduce -4.1% | 0.37% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.7% | 0.50% | +0.01 |
| PFF iShares Preferred & Income S | Reduce -1.2% | 0.46% | +0.01 |
| AEP American Electric Power | Reduce -6.7% | 0.18% | +0.01 |
| KO The Coca-Cola Co. | Reduce -0.7% | 0.64% | +0.02 |
| PFE Pfizer Inc. | Reduce -2.8% | 0.34% | +0.02 |
| DVY iShares Select Dividend ETF | Reduce -1.9% | 1.23% | +0.03 |
| CVX Chevron Corp. | Reduce -9.3% | 0.31% | +0.03 |
| UNH Unitedhealth Group Inc. | Reduce -1.1% | 0.88% | +0.03 |
| ED Consolidated Edison Inc. | Reduce -1.2% | 0.37% | +0.04 |
| VZ Verizon Communications Inc. | Reduce -3.8% | 0.53% | +0.06 |
| ORCL Oracle Corp. | Reduce -1.0% | 0.66% | +0.06 |
Portfolio Buys Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Add +1.4% | 20.21% | +0.49 |
| NOW ServiceNow Inc. | Add +4.2% | 2.16% | +0.30 |
| XOM Exxon Mobil Corp. | Add +0.5% | 1.46% | +0.27 |
| IJR iShares Core S&P Small-Cap E | Add +1.5% | 7.20% | +0.19 |
| QCOM Qualcomm Inc. | New | 0.16% | +0.16 |
| JNJ Johnson & Johnson | Add +9.3% | 0.89% | +0.15 |
| NOC Northrop Grumman Corp. | Add +4.5% | 1.94% | +0.14 |
| IJH iShares Core S&P Midcap ETF | Add +1.0% | 7.05% | +0.14 |
| COST Costco Wholesale Corp. | Add +2.5% | 1.40% | +0.12 |
| LMT Lockheed Martin Corp. | Add +3.7% | 1.56% | +0.11 |
| EFA iShares MSCI Eafe ETF | Add +2.3% | 2.84% | +0.11 |
| SYY Sysco Corp. | Add +63.8% | 0.29% | +0.09 |
| NVDA Nvidia Corp. | Add +14.5% | 0.58% | +0.08 |
| ADBE Adobe Inc. | Add +26.9% | 0.32% | +0.06 |
| DE Deere & Co. | Add +2.6% | 0.86% | +0.05 |
| FDX FedEx Corp. | Add +3.5% | 0.74% | +0.05 |
| MS Morgan Stanley | Add +10.8% | 0.52% | +0.04 |
| MCD McDonald's Corp. | Add +2.0% | 0.93% | +0.04 |
| DUK Duke Energy Corp. | Add +5.3% | 0.18% | +0.03 |
| V Visa Inc. Class A | Add +3.4% | 2.54% | +0.03 |
| C Citigroup Inc. | Add +5.1% | 0.56% | +0.02 |
| WMT Walmart Inc. | Add +11.8% | 0.18% | +0.02 |
| MCK McKesson Corp. | Add +9.5% | 0.34% | +0.02 |
| HDV iShares Core High Dividend E | Add +390.6% | 0.38% | +0.02 |
| OSK Oshkosh Corp. | Add +12.0% | 0.49% | +0.01 |
| PEP Pepsico Inc. | Add +3.1% | 0.65% | +0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Add +500.0% | 0.23% | +0.00 |
| HD Home Depot Inc. | Add +9.0% | 1.18% | −0.00 |
| MA Mastercard Inc. Class A | Add +1.2% | 1.53% | −0.02 |
| IP International Paper Co. | Add +9.0% | 0.18% | −0.02 |
| AAPL Apple Inc. | Add +0.6% | 2.17% | −0.03 |
| UPS United Parcel Service Class B | Add +1.4% | 0.43% | −0.04 |
| BA The Boeing Co. | Add +4.4% | 0.77% | −0.07 |
| LLY Eli Lilly & Co. | Add +0.3% | 4.87% | −0.33 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 106 | $142.2M | IVV, IJR, IJH, LLY, EFA |
| Q1 2026 | 98 | $129.7M | IVV, IJR, IJH, LLY, EFA |
| Q4 2025 | 106 | $139.3M | IVV, IJR, IJH, LLY, EFA |
| Q3 2025 | 100 | $127.6M | IVV, IJH, IJR, LLY, NOW |
| Q2 2025 | 100 | $121.8M | IVV, IJH, IJR, NOW, LLY |
| Q1 2025 | 97 | $117.6M | IVV, IJH, IJR, LLY, NOW |
| Q4 2024 | 100 | $119.9M | IVV, IJR, IJH, NOW, LLY |
| Q3 2024 | 102 | $120.9M | IVV, IJR, IJH, LLY, NOW |
| Q2 2024 | 100 | $114.1M | IVV, IJH, IJR, LLY, NOW |
| Q1 2024 | 100 | $112.6M | IVV, IJH, IJR, LLY, NOW |