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Richardson Financial Services Inc.
Richardson Financial Services Inc. is a comprehensive fee-based registered investment adviser headquartered in Medway, Massachusetts. Founded in 1997, the firm provides tailored financial planning and portfolio management for individuals, families, and businesses, focusing on holistic strategies integrating investments, tax, estate, and insurance concerns. Employee count is not publicly listed but is likely small, consistent with boutique wealth management practices.
Investment Strategy
Richardson Financial Services employs personalized and all-encompassing investment strategies with no 'one size fits all' approach, emphasizing customizability and adaptability based on each client's unique needs. The firm integrates financial planning, portfolio management, tax, estate, and insurance considerations to develop solutions tailored for long-term financial security and wealth preservation.
Latest 13F Filing Activity
Richardson Financial Services Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 555 equity positions with a total 13F market value of $149M. The fund increased holdings in Vanguard Growth Etf, Vanguard Ftse Developed Markets Etf, SPDR S&P 500 Etf among other positions. Richardson Financial Services Inc. reduced exposure to SPDR Dev World Ex-us Etf, Energy Sel Sect SPDR Etf, Tech Sel Sect SPDR Etf among others.
Top Holdings
Equity Positions (555)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR S&P 500 ETF | 4.54% | $6.8M | 93,124 | $58.09 | $72.69 | +$1.4M |
V VUG | VANGUARD GROWTH ETF | 4.24% | $6.3M | 14,483 | $370.81 | $438.40 | +$2.7M |
V VTV | VANGUARD VALUE ETF | 4.17% | $6.2M | 34,876 | $160.72 | $176.74 | +$1.4M |
A AAPL | APPLE INC | 3.63% | $5.4M | 25,987 | $192.65 | $205.17 | -$507.0K |
N NVDA | NVIDIA CORP | 2.48% | $3.7M | 24,071 | $65.71 | $157.99 | +$1.2M |
Industry Allocation
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