Richwood Investment Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Richwood Investment Advisors, LLC reported 106 stock positions worth $142.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 20.6% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 7.5%) and iShares Core S&P Midcap ETF (IJH, 7.1%). Compared with Q1 2026, it opened 11 new positions, sold out of 3, added to 39 and reduced 48. The biggest buy was Caterpillar (CAT, shares +2%) and the biggest sale an exit from Exxon Mobil (XOM).
- Most Recent 13F
- Q2 2026
- Location
- Cincinnati, OH
- CIK
- 0001911900
- Portfolio Value
- $142.2M (Q2 2026)
- SEC Filing
- 0001172661-26-002898 ↗ filed Jul 29, 2026
Holdings Value
Holdings 106 stocks · $142.2M
| IVV iShares Core S&P 500 ETF | 20.63% | 39,165 | $29.3M | Reduce -2.5% |
| IJR iShares Core S&P Small-Cap E | 7.50% | 71,913 | $10.7M | Reduce -4.3% |
| IJH iShares Core S&P Midcap ETF | 7.08% | 130,501 | $10.1M | Reduce -3.7% |
| LLY Eli Lilly & Co. | 5.42% | 6,425 | $7.7M | Reduce -6.5% |
| EFA iShares MSCI Eafe ETF | 2.81% | 38,520 | $4.0M | Add +1.6% |
| CAT Caterpillar Inc. | 2.48% | 3,309 | $3.5M | Add +2.3% |
| V Visa Inc. Class A | 2.47% | 10,231 | $3.5M | Reduce -6.2% |
| AAPL Apple Inc. | 2.26% | 11,113 | $3.2M | Add +0.4% |
| NOW ServiceNow Inc. | 1.71% | 24,556 | $2.4M | Reduce -8.5% |
| MA Mastercard Inc. Class A | 1.44% | 3,985 | $2.0M | Add +0.5% |
| NOC Northrop Grumman Corp. | 1.36% | 3,809 | $1.9M | Add +3.2% |
| COST Costco Wholesale Corp. | 1.20% | 1,825 | $1.7M | No change |
| UNH Unitedhealth Group Inc. | 1.20% | 4,089 | $1.7M | Reduce -2.9% |
| MRK Merck & Co. Inc. | 1.18% | 13,045 | $1.7M | Reduce -1.4% |
| LMT Lockheed Martin Corp. | 1.16% | 3,235 | $1.6M | Reduce -3.5% |
| DVY iShares Select Dividend ETF | 1.15% | 10,427 | $1.6M | Reduce -1.3% |
| HD Home Depot Inc. | 1.13% | 4,539 | $1.6M | Reduce -2.8% |
| INTC Intel Corp. | 1.02% | 10,376 | $1.4M | Add +7.8% |
| DE Deere & Co. | 1.02% | 2,280 | $1.4M | Add +14.8% |
| WELL Welltower Inc. | 0.93% | 5,808 | $1.3M | Reduce -4.1% |
| JNJ Johnson & Johnson | 0.90% | 5,029 | $1.3M | Add +6.8% |
| MSFT Microsoft Corp. | 0.88% | 3,359 | $1.3M | Add +0.5% |
| LOW Lowe's Cos Inc. | 0.86% | 5,556 | $1.2M | Reduce -0.4% |
| SDY SS SPDR S&P Dividend ETF | 0.86% | 8,048 | $1.2M | Reduce -3.4% |
| SNA Snap-on Inc. | 0.81% | 2,878 | $1.2M | Add +0.3% |
| AXP American Express Co. | 0.78% | 3,275 | $1.1M | Add +5.2% |
| BA The Boeing Co. | 0.77% | 5,057 | $1.1M | Add +1.0% |
| MCD McDonald's Corp. | 0.72% | 3,800 | $1.0M | Reduce -2.6% |
| AMGN Amgen Inc. | 0.70% | 2,730 | $989K | Reduce -2.3% |
| WFC Wells Fargo & Co. | 0.69% | 11,864 | $980K | Reduce -5.1% |
| PG The Procter & Gamble Co. | 0.67% | 6,539 | $959K | Reduce -1.9% |
| KO The Coca-Cola Co. | 0.66% | 11,589 | $942K | Add +6.4% |
| GD General Dynamics Corp. | 0.66% | 2,652 | $939K | Reduce -3.3% |
| TSCO Tractor Supply Company | 0.65% | 29,388 | $929K | Reduce -0.8% |
| FDX FedEx Corp. | 0.65% | 2,962 | $927K | Add +10.5% |
| MS Morgan Stanley | 0.65% | 4,403 | $920K | Add +7.2% |
| ETN Eaton Corp. PLC | 0.63% | 2,115 | $901K | Reduce -0.9% |
| NVDA Nvidia Corp. | 0.62% | 4,436 | $888K | Add +2.3% |
| C Citigroup Inc. | 0.60% | 6,128 | $858K | Reduce -4.4% |
| ORCL Oracle Corp. | 0.60% | 5,810 | $851K | No change |
| JPM JPMorgan Chase & Co. | 0.60% | 2,601 | $851K | No change |
| PEP Pepsico Inc. | 0.57% | 5,999 | $812K | Add +9.8% |
| DAL Delta Air Lines Inc. | 0.54% | 8,161 | $764K | Reduce -0.7% |
| GILD Gilead Sciences Inc. | 0.52% | 5,873 | $742K | Reduce -4.6% |
| VYM Vanguard High DVD Yield ETF | 0.50% | 4,498 | $711K | Reduce -11.8% |
| COF Capital One Financial Corp. | 0.50% | 3,534 | $709K | Add +7.2% |
| WM Waste Management Inc. | 0.49% | 3,135 | $699K | Reduce -2.0% |
| ISCB iShares Morningstar SM Cap | 0.47% | 8,934 | $675K | Reduce -2.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.47% | 4,905 | $670K | Reduce -2.0% |
| OSK Oshkosh Corp. | 0.47% | 4,340 | $666K | No change |
| SO The Southern Co. | 0.47% | 6,943 | $665K | Add +7.1% |
| PSX Phillips 66 | 0.47% | 3,930 | $664K | Reduce -4.4% |
| UPS United Parcel Service Class B | 0.47% | 6,166 | $663K | Add +8.4% |
| BMY Bristol-Myers Squibb Co. | 0.46% | 11,312 | $652K | Add +6.8% |
| YUM Yum! Brands Inc. | 0.44% | 3,943 | $630K | Add +2.1% |
| AFL Aflac Inc. | 0.43% | 5,198 | $609K | Reduce -3.3% |
| VZ Verizon Communications Inc. | 0.42% | 13,955 | $591K | Add +1.9% |
| ELV Elevance Health Inc. | 0.41% | 1,497 | $579K | Add +11.1% |
| PFF iShares Preferred & Income S | 0.40% | 18,423 | $562K | Reduce -5.7% |
| UNP Union Pacific Corp. | 0.38% | 1,990 | $541K | No change |
| SYY Sysco Corp. | 0.37% | 6,251 | $522K | Add +16.8% |
| LEA Lear Corp. | 0.36% | 3,819 | $512K | Add +33.1% |
| HDV iShares Core High Dividend E | 0.35% | 18,190 | $499K | Reduce -80.0% |
| BIIB Biogen Inc. | 0.34% | 2,267 | $490K | Add +11.6% |
| CSCO Cisco Systems Inc. | 0.34% | 4,147 | $487K | Reduce -7.3% |
| MET Metlife Inc. | 0.32% | 5,437 | $460K | Add +17.8% |
| ALL Allstate Corp. | 0.31% | 1,857 | $442K | Add +32.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.31% | 4,041 | $441K | Reduce -2.9% |
| ED Consolidated Edison Inc. | 0.31% | 3,959 | $438K | Reduce -6.8% |
| ECL Ecolab Inc. | 0.31% | 1,570 | $437K | Add +18.2% |
| KMB Kimberly-Clark Corp. | 0.30% | 3,887 | $427K | Reduce -1.2% |
| PFE Pfizer Inc. | 0.30% | 17,470 | $421K | Add +12.7% |
| CVX Chevron Corp. | 0.27% | 2,341 | $388K | Add +20.1% |
| MCK McKesson Corp. | 0.26% | 495 | $374K | Reduce -4.6% |
| ADBE Adobe Inc. | 0.26% | 1,822 | $374K | Add +8.0% |
| JLL Jones Lang Lasalle Inc. | 0.26% | 1,205 | $373K | Reduce -3.2% |
| FAST Fastenal Co. | 0.26% | 7,753 | $372K | Reduce -3.7% |
| COP Conocophillips | 0.26% | 3,581 | $372K | Reduce -5.9% |
| MDT Medtronic PLC | 0.26% | 4,750 | $372K | Add +20.3% |
| ADP Automatic Data Processing | 0.26% | 1,639 | $367K | Reduce -0.6% |
| CLX Clorox Company | 0.26% | 3,844 | $367K | Reduce -8.2% |
| UAL United Airlines Holdings Inc. | 0.26% | 2,691 | $366K | No change |
| CVS CVS Health Corp. | 0.25% | 3,408 | $353K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.24% | 1,784 | $336K | Reduce -4.3% |
| PM Philip Morris International | 0.24% | 1,853 | $335K | Reduce -5.0% |
| VOOG Vanguard S&P 500 Growth ETF | 0.23% | 4,044 | $334K | Reduce -84.9% |
| XBI SS SPDR S&P Biotech ETF | 0.22% | 2,004 | $317K | New |
| DUK Duke Energy Corp. | 0.21% | 2,375 | $301K | Add +33.8% |
| QCOM Qualcomm Inc. | 0.20% | 1,574 | $291K | No change |
| TXN Texas Instruments Inc. | 0.20% | 960 | $286K | New |
| CL Colgate-Palmolive Co. | 0.20% | 3,054 | $280K | Add +10.5% |
| ITW Illinois Tool Works | 0.20% | 1,025 | $277K | Add +18.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.19% | 880 | $270K | New |
| AMAT Applied Materials Inc. | 0.18% | 355 | $257K | New |
| NSC Norfolk Southern Corp. | 0.18% | 813 | $256K | Reduce -3.6% |
| PSA Public Storage | 0.17% | 754 | $240K | Add +0.1% |
| PAYX Paychex Inc. | 0.17% | 2,437 | $240K | Add +6.6% |
| AEP American Electric Power | 0.17% | 1,733 | $237K | Reduce -3.9% |
| VGT Vanguard Info Tech ETF | 0.16% | 1,939 | $232K | New |
| IP International Paper Co. | 0.16% | 6,012 | $229K | Reduce -7.2% |
| Q Qnity Electronics Inc. | 0.16% | 1,376 | $225K | New |
| ITOT iShares Core S&P Total U.S. | 0.16% | 1,366 | $224K | New |
| ISCV iShares Morningstar Small-Ca | 0.15% | 2,775 | $217K | New |
| PKG Packaging Corp. of America | 0.15% | 897 | $214K | New |
| XLV SS Health Care Select Sector | 0.15% | 1,307 | $207K | New |
| MMM 3M Co. | 0.14% | 1,248 | $202K | New |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −1.46 |
| NOW ServiceNow Inc. | Reduce -8.5% | 1.71% | −0.45 |
| LMT Lockheed Martin Corp. | Reduce -3.5% | 1.16% | −0.40 |
| TSCO Tractor Supply Company | Reduce -0.8% | 0.65% | −0.38 |
| IMCG iShares Morningstar Mid-Cap | Sold out | 0.00% | −0.23 |
| MCD McDonald's Corp. | Reduce -2.6% | 0.72% | −0.21 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.18 |
| LOW Lowe's Cos Inc. | Reduce -0.4% | 0.86% | −0.15 |
| GILD Gilead Sciences Inc. | Reduce -4.6% | 0.52% | −0.14 |
| COP Conocophillips | Reduce -5.9% | 0.26% | −0.13 |
| PSX Phillips 66 | Reduce -4.4% | 0.47% | −0.11 |
| DVY iShares Select Dividend ETF | Reduce -1.3% | 1.15% | −0.09 |
| VYM Vanguard High DVD Yield ETF | Reduce -11.8% | 0.50% | −0.08 |
| MCK McKesson Corp. | Reduce -4.6% | 0.26% | −0.08 |
| WFC Wells Fargo & Co. | Reduce -5.1% | 0.69% | −0.08 |
| CLX Clorox Company | Reduce -8.2% | 0.26% | −0.08 |
| SDY SS SPDR S&P Dividend ETF | Reduce -3.4% | 0.86% | −0.08 |
| WM Waste Management Inc. | Reduce -2.0% | 0.49% | −0.08 |
| V Visa Inc. Class A | Reduce -6.2% | 2.47% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -1.9% | 0.67% | −0.07 |
| GD General Dynamics Corp. | Reduce -3.3% | 0.66% | −0.06 |
| AMGN Amgen Inc. | Reduce -2.3% | 0.70% | −0.06 |
| ED Consolidated Edison Inc. | Reduce -6.8% | 0.31% | −0.06 |
| PFF iShares Preferred & Income S | Reduce -5.7% | 0.40% | −0.06 |
| HD Home Depot Inc. | Reduce -2.8% | 1.13% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -1.4% | 1.18% | −0.05 |
| HDV iShares Core High Dividend E | Reduce -80.0% | 0.35% | −0.03 |
| JLL Jones Lang Lasalle Inc. | Reduce -3.2% | 0.26% | −0.03 |
| FAST Fastenal Co. | Reduce -3.7% | 0.26% | −0.03 |
| AFL Aflac Inc. | Reduce -3.3% | 0.43% | −0.03 |
| IP International Paper Co. | Reduce -7.2% | 0.16% | −0.02 |
| AEP American Electric Power | Reduce -3.9% | 0.17% | −0.02 |
| PM Philip Morris International | Reduce -5.0% | 0.24% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -3.6% | 0.18% | −0.01 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -4.3% | 0.24% | −0.00 |
| ADP Automatic Data Processing | Reduce -0.6% | 0.26% | −0.00 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -84.9% | 0.23% | +0.00 |
| WELL Welltower Inc. | Reduce -4.1% | 0.93% | +0.00 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -2.9% | 0.31% | +0.01 |
| KMB Kimberly-Clark Corp. | Reduce -1.2% | 0.30% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -2.0% | 0.47% | +0.01 |
| ISCB iShares Morningstar SM Cap | Reduce -2.5% | 0.47% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.7% | 7.08% | +0.02 |
| C Citigroup Inc. | Reduce -4.4% | 0.60% | +0.04 |
| ETN Eaton Corp. PLC | Reduce -0.9% | 0.63% | +0.05 |
| CSCO Cisco Systems Inc. | Reduce -7.3% | 0.34% | +0.08 |
| DAL Delta Air Lines Inc. | Reduce -0.7% | 0.54% | +0.12 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.3% | 7.50% | +0.30 |
| UNH Unitedhealth Group Inc. | Reduce -2.9% | 1.20% | +0.32 |
| IVV iShares Core S&P 500 ETF | Reduce -2.5% | 20.63% | +0.41 |
Portfolio Buys Q1 2026 → Q2 2026
| CAT Caterpillar Inc. | Add +2.3% | 2.48% | +0.71 |
| INTC Intel Corp. | Add +7.8% | 1.02% | +0.69 |
| XBI SS SPDR S&P Biotech ETF | New | 0.22% | +0.22 |
| TXN Texas Instruments Inc. | New | 0.20% | +0.20 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.19% | +0.19 |
| AMAT Applied Materials Inc. | New | 0.18% | +0.18 |
| VGT Vanguard Info Tech ETF | New | 0.16% | +0.16 |
| Q Qnity Electronics Inc. | New | 0.16% | +0.16 |
| ITOT iShares Core S&P Total U.S. | New | 0.16% | +0.16 |
| DE Deere & Co. | Add +14.8% | 1.02% | +0.15 |
| ISCV iShares Morningstar Small-Ca | New | 0.15% | +0.15 |
| PKG Packaging Corp. of America | New | 0.15% | +0.15 |
| XLV SS Health Care Select Sector | New | 0.15% | +0.15 |
| MMM 3M Co. | New | 0.14% | +0.14 |
| MS Morgan Stanley | Add +7.2% | 0.65% | +0.13 |
| ELV Elevance Health Inc. | Add +11.1% | 0.41% | +0.10 |
| AAPL Apple Inc. | Add +0.4% | 2.26% | +0.10 |
| LEA Lear Corp. | Add +33.1% | 0.36% | +0.09 |
| ALL Allstate Corp. | Add +32.0% | 0.31% | +0.09 |
| SYY Sysco Corp. | Add +16.8% | 0.37% | +0.07 |
| MET Metlife Inc. | Add +17.8% | 0.32% | +0.07 |
| BIIB Biogen Inc. | Add +11.6% | 0.34% | +0.06 |
| AXP American Express Co. | Add +5.2% | 0.78% | +0.05 |
| NVDA Nvidia Corp. | Add +2.3% | 0.62% | +0.04 |
| ECL Ecolab Inc. | Add +18.2% | 0.31% | +0.04 |
| COF Capital One Financial Corp. | Add +7.2% | 0.50% | +0.04 |
| UPS United Parcel Service Class B | Add +8.4% | 0.47% | +0.03 |
| DUK Duke Energy Corp. | Add +33.8% | 0.21% | +0.03 |
| KO The Coca-Cola Co. | Add +6.4% | 0.66% | +0.02 |
| ITW Illinois Tool Works | Add +18.5% | 0.20% | +0.02 |
| CL Colgate-Palmolive Co. | Add +10.5% | 0.20% | +0.02 |
| SNA Snap-on Inc. | Add +0.3% | 0.81% | +0.01 |
| PSA Public Storage | Add +0.1% | 0.17% | +0.01 |
| JNJ Johnson & Johnson | Add +6.8% | 0.90% | +0.01 |
| PAYX Paychex Inc. | Add +6.6% | 0.17% | +0.01 |
| BA The Boeing Co. | Add +1.0% | 0.77% | +0.00 |
| MDT Medtronic PLC | Add +20.3% | 0.26% | −0.00 |
| SO The Southern Co. | Add +7.1% | 0.47% | −0.01 |
| YUM Yum! Brands Inc. | Add +2.1% | 0.44% | −0.02 |
| EFA iShares MSCI Eafe ETF | Add +1.6% | 2.81% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Add +6.8% | 0.46% | −0.04 |
| CVX Chevron Corp. | Add +20.1% | 0.27% | −0.04 |
| PFE Pfizer Inc. | Add +12.7% | 0.30% | −0.04 |
| ADBE Adobe Inc. | Add +8.0% | 0.26% | −0.05 |
| MSFT Microsoft Corp. | Add +0.5% | 0.88% | −0.07 |
| PEP Pepsico Inc. | Add +9.8% | 0.57% | −0.08 |
| FDX FedEx Corp. | Add +10.5% | 0.65% | −0.08 |
| MA Mastercard Inc. Class A | Add +0.5% | 1.44% | −0.09 |
| VZ Verizon Communications Inc. | Add +1.9% | 0.42% | −0.11 |
| NOC Northrop Grumman Corp. | Add +3.2% | 1.36% | −0.58 |
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 |