Holdings of Richmond Brothers, Inc.
34 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 70.7 % of the equity sleeve
Sector breakdown
- Technology 2.5 %
- Financials 1.9 %
- Communication 0.4 %
- Funds 0.2 %
- Consumer discretionary 0.1 %
- Unattributed 94.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 34 | 148.8M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Invesco QQQ Trust Series 1 | 75,408 | 43.5M $ | |
| 2 | VANGUARD ENERGY ETF VANGUARD ENERGY ETF | 49,212 | 8.5M $ | |
| 3 | Vanguard World Fund | 35,948 | 7.1M $ | |
| 4 | VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF | 31,033 | 7M $ | |
| 5 | Vanguard World Fund | 21,940 | 6.8M $ | |
| 6 | Vanguard World Fund | 29,607 | 6.6M $ | |
| 7 | Vanguard World Fund | 36,626 | 6.6M $ | |
| 8 | Vanguard World Fund | 23,807 | 6.5M $ | |
| 9 | Vanguard Information Technology ETF | 9,030 | 6.3M $ | |
| 10 | Vanguard Financials ETF | 51,132 | 6.2M $ | |
| 11 | Vanguard Real Estate ETF | 69,588 | 6.2M $ | |
| 12 | VANGUARD WORLD FUND | 16,759 | 6M $ | |
| 13 | Vanguard Bond Index Funds | 56,916 | 4.4M $ | |
| 14 | Vanguard Bond Index Funds | 62,869 | 4.3M $ | |
| 15 | Apple Inc | 11,585 | 2.9M $ | |
| 16 | Guggenheim Strategic Opportunities Fund | 258,405 | 2.8M $ | |
| 17 | Berkshire Hathaway Inc | 5,892 | 2.8M $ | |
| 18 | Vanguard Short-term Bond Etf | 32,400 | 2.5M $ | |
| 19 | Vanguard Malvern Funds | 40,322 | 2M $ | |
| 20 | Vanguard World Fund | 29,829 | 1.9M $ | |
| 21 | ProShares Ultra S&P500 | 24,980 | 1.3M $ | |
| 22 | ProShares Ultra QQQ | 20,145 | 1.2M $ | |
| 23 | Heron Therapeutics Inc | 1,436,705 | 1.1M $ | |
| 24 | ProShares Trust | 22,175 | 924.3K $ | |
| 25 | Microsoft Corp | 2,268 | 839.8K $ | |
| 26 | MiMedx Group Inc | 117,827 | 465.4K $ | |
| 27 | Alphabet Inc | 1,332 | 383K $ | |
| 28 | iShares Core S&P 500 ETF | 556 | 363.2K $ | |
| 29 | Alphabet Inc | 891 | 255.6K $ | |
| 30 | SPDR Series Trust | 2,731 | 250.3K $ | |
| 31 | Amazon.com Inc | 1,054 | 219.5K $ | |
| 32 | NUVEEN AMT-FREE MUN CR INCOME FD | 12,610 | 155.5K $ | |
| 33 | ROCKWELL MEDICAL INC | 30,611 | 27.3K $ | |
| 34 | Ocean Power Technologies Inc | 11,846 | 4.1K $ | |