Universe · entity
Richmond Brothers, Inc.
Institutional manager (13F) · CIK 1540462
13F holdings · as of 2026-03-31 · top 36 · reported portfolio $150M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | INVESCO QQQ TR | $44M | 75,408 |
| 2 | VANGUARD WORLD FD | $9M | 49,212 |
| 3 | VANGUARD WORLD FD | $7M | 35,948 |
| 4 | VANGUARD WORLD FD | $7M | 31,033 |
| 5 | VANGUARD WORLD FD | $7M | 21,940 |
| 6 | VANGUARD WORLD FD | $7M | 29,607 |
| 7 | VANGUARD WORLD FD | $7M | 36,626 |
| 8 | VANGUARD WORLD FD | $6M | 23,807 |
| 9 | VANGUARD WORLD FD | $6M | 9,030 |
| 10 | VANGUARD WORLD FD | $6M | 51,132 |
| 11 | VANGUARD INDEX FDS | $6M | 69,588 |
| 12 | VANGUARD WORLD FD | $6M | 16,759 |
| 13 | VANGUARD BD INDEX FDS | $4M | 56,916 |
| 14 | VANGUARD BD INDEX FDS | $4M | 62,869 |
| 15 | APPLE INC | $3M | 11,585 |
| 16 | GUGGENHEIM STRATEGIC OPPORTU | $3M | 258,405 |
| 17 | BERKSHIRE HATHAWAY INC DEL | $3M | 5,892 |
| 18 | VANGUARD BD INDEX FDS | $3M | 32,400 |
| 19 | VANGUARD MALVERN FDS | $2M | 40,322 |
| 20 | VANGUARD WORLD FD | $2M | 29,829 |
| 21 | PROSHARES TR | $1M | 24,980 |
| 22 | CONNECT BIOPHARMA HLDGS LTD | $1M | 476,584 |
| 23 | PROSHARES TR | $1M | 20,145 |
| 24 | HERON THERAPEUTICS INC | $1M | 1,436,705 |
| 25 | PROSHARES TR | $924k | 22,175 |
| 26 | MICROSOFT CORP | $840k | 2,268 |
| 27 | MIMEDX GROUP INC | $465k | 117,827 |
| 28 | ALPHABET INC | $383k | 1,332 |
| 29 | ISHARES TR | $363k | 556 |
| 30 | ALPHABET INC | $256k | 891 |
| 31 | SPDR SERIES TRUST | $250k | 2,731 |
| 32 | AMAZON COM INC | $220k | 1,054 |
| 33 | NUVEEN AMT FREE MUN CR INC F | $155k | 12,610 |
| 34 | ALVOTECH | $154k | 44,830 |
| 35 | ROCKWELL MED INC | $27k | 30,611 |
| 36 | OCEAN PWR TECHNOLOGIES INC | $4k | 11,846 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.