Richwood Investment Advisors, LLC

CIK 0001911900 • 6 13F filings • May 15, 2025 – Jul 29, 2026

Import this data to Google Sheets with:

=jivedata("richwood-investment-advisors-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Richwood Investment Advisors, LLC, Managing Member and Chief Compliance Officer
Address: 5082 Wooster Road, Suite 100, Cincinnati, OH, 45226
Phone: 513-871-0123
AUM: $139.3M

AUM over time

$142.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $121.8M100 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$202K	0.2%	1,328 SH	New
ABBOTT LABS	COM	$383K	0.3%	2,819 SH	New
ADOBE INC	COM	$407K	0.3%Prev: 0.3%	1,052 SH	Decreased-635 SH
AFLAC INC	COM	$777K	0.6%Prev: 0.5%	7,368 SH	Increased+1,995 SH
ALLSTATE CORP	COM	$303K	0.2%Prev: 0.2%	1,507 SH	Increased+100 SH
AMERICAN ELEC PWR CO INC	COM	$246K	0.2%Prev: 0.2%	2,368 SH	Increased+565 SH
AMERICAN EXPRESS CO	COM	$1.0M	0.9%Prev: 0.7%	3,292 SH	Increased+178 SH
AMGEN INC	COM	$1.1M	0.9%Prev: 0.8%	3,786 SH	Increased+991 SH
APPLE INC	COM	$2.4M	2.0%Prev: 2.2%	11,925 SH	Decreased+855 SH
AUTOMATIC DATA PROCESSING IN	COM	$509K	0.4%Prev: 0.3%	1,649 SH	Increased
BIOGEN INC	COM	$282K	0.2%Prev: 0.3%	2,248 SH	Decreased+216 SH
BOEING CO	COM	$968K	0.8%Prev: 0.8%	4,618 SH	Decreased-389 SH
BRISTOL-MYERS SQUIBB CO	COM	$616K	0.5%Prev: 0.5%	13,303 SH	Decreased+2,706 SH
CAPITAL ONE FINL CORP	COM	$782K	0.6%Prev: 0.5%	3,677 SH	Increased+380 SH
CATERPILLAR INC	COM	$1.2M	1.0%Prev: 1.8%	3,159 SH	Decreased-75 SH
CHEVRON CORP NEW	COM	$362K	0.3%	2,527 SH	New
CISCO SYS INC	COM	$321K	0.3%Prev: 0.3%	4,630 SH	Decreased+158 SH
CITIGROUP INC	COM NEW	$499K	0.4%Prev: 0.6%	5,867 SH	Decreased-544 SH
CLOROX CO DEL	COM	$437K	0.4%Prev: 0.3%	3,642 SH	Increased-545 SH
COCA COLA CO	COM	$765K	0.6%Prev: 0.6%	10,809 SH	Decreased-79 SH
COLGATE PALMOLIVE CO	COM	$299K	0.2%Prev: 0.2%	3,284 SH	Increased+520 SH
CONOCOPHILLIPS	COM	$423K	0.3%Prev: 0.4%	4,715 SH	Decreased+911 SH
CONSOLIDATED EDISON INC	COM	$468K	0.4%Prev: 0.4%	4,659 SH	Decreased+410 SH
COSTCO WHSL CORP NEW	COM	$1.8M	1.5%	1,804 SH	New
DEERE & CO	COM	$914K	0.8%Prev: 0.9%	1,797 SH	Decreased-190 SH
DELTA AIR LINES INC DEL	COM NEW	$434K	0.4%	8,833 SH	New
DUPONT DE NEMOURS INC	COM	$231K	0.2%	3,371 SH	New
EATON CORP PLC	SHS	$1.0M	0.9%Prev: 0.6%	2,918 SH	Increased+783 SH
ECOLAB INC	COM	$274K	0.2%Prev: 0.3%	1,016 SH	Decreased-312 SH
ELEVANCE HEALTH INC	COM	$722K	0.6%	1,857 SH	New
ELI LILLY & CO	COM	$5.6M	4.6%Prev: 4.9%	7,120 SH	Decreased+250 SH
EXXON MOBIL CORP	COM	$1.2M	1.0%Prev: 1.5%	11,142 SH	Decreased-55 SH
FASTENAL CO	COM	$394K	0.3%Prev: 0.3%	9,373 SH	Increased+1,320 SH
FEDEX CORP	COM	$542K	0.4%Prev: 0.7%	2,386 SH	Decreased-295 SH
FISERV INC	COM	$260K	0.2%	1,510 SH	New
GENERAL DYNAMICS CORP	COM	$860K	0.7%Prev: 0.7%	2,948 SH	Decreased+206 SH
GILEAD SCIENCES INC	COM	$727K	0.6%Prev: 0.7%	6,558 SH	Decreased+400 SH
HOME DEPOT INC	COM	$1.5M	1.2%Prev: 1.2%	4,131 SH	Decreased-537 SH
ILLINOIS TOOL WKS INC	COM	$245K	0.2%Prev: 0.2%	990 SH	Increased+125 SH
INTERNATIONAL PAPER CO	COM	$303K	0.2%Prev: 0.2%	6,472 SH	Increased-5 SH
ISHARES TR	CORE HIGH DV ETF	$467K	0.4%Prev: 0.4%	3,988 SH	Decreased-14,202 SH
ISHARES TR	CORE S&P MCP ETF	$8.2M	6.7%Prev: 7.1%	132,228 SH	Decreased-3,318 SH
ISHARES TR	CORE S&P SCP ETF	$7.9M	6.5%Prev: 7.2%	72,496 SH	Decreased-2,674 SH
ISHARES TR	CORE S&P TTL STK	$206K	0.2%	1,526 SH	New
ISHARES TR	CORE S&P US GWT	$220K	0.2%	1,460 SH	New
ISHARES TR	CORE S&P500 ETF	$23.0M	18.8%Prev: 20.2%	36,965 SH	Decreased-3,187 SH
ISHARES TR	MRGSTR MD CP GRW	$301K	0.2%Prev: 0.2%	3,750 SH	Increased+25 SH
ISHARES TR	MRGSTR SM CP ETF	$584K	0.5%Prev: 0.5%	10,019 SH	Decreased+860 SH
ISHARES TR	MSCI EAFE ETF	$3.2M	2.6%Prev: 2.8%	35,747 SH	Decreased-2,146 SH
ISHARES TR	PFD AND INCM SEC	$631K	0.5%Prev: 0.5%	20,551 SH	Increased+1,012 SH
ISHARES TR	SELECT DIVID ETF	$1.5M	1.3%Prev: 1.2%	11,503 SH	Decreased+936 SH
ISHARES TR	SP SMCP600VL ETF	$502K	0.4%Prev: 0.5%	5,043 SH	Decreased+38 SH
JOHNSON & JOHNSON	COM	$592K	0.5%Prev: 0.9%	3,879 SH	Decreased-832 SH
JONES LANG LASALLE INC	COM	$348K	0.3%Prev: 0.3%	1,360 SH	Decreased+115 SH
JPMORGAN CHASE & CO.	COM	$663K	0.5%	2,286 SH	New
KIMBERLY-CLARK CORP	COM	$543K	0.4%Prev: 0.3%	4,214 SH	Increased+278 SH
LEAR CORP	COM NEW	$267K	0.2%Prev: 0.3%	2,812 SH	Decreased-57 SH
LOCKHEED MARTIN CORP	COM	$1.6M	1.3%Prev: 1.6%	3,349 SH	Decreased-5 SH
LOWES COS INC	COM	$1.3M	1.1%Prev: 1.0%	5,912 SH	Decreased+336 SH
MASTERCARD INCORPORATED	CL A	$2.3M	1.9%Prev: 1.5%	4,087 SH	Increased+123 SH
MCDONALDS CORP	COM	$1.2M	1.0%Prev: 0.9%	4,065 SH	Decreased+165 SH
MCKESSON CORP	COM	$348K	0.3%Prev: 0.3%	475 SH	Decreased-44 SH
MEDTRONIC PLC	SHS	$414K	0.3%Prev: 0.3%	4,746 SH	Increased+797 SH
MERCK & CO INC	COM	$1.1M	0.9%Prev: 1.2%	14,455 SH	Decreased+1,226 SH
METLIFE INC	COM	$398K	0.3%Prev: 0.3%	4,952 SH	Increased+336 SH
MICROSOFT CORP	COM	$1.7M	1.4%Prev: 1.0%	3,473 SH	Increased+129 SH
MORGAN STANLEY	COM NEW	$425K	0.3%Prev: 0.5%	3,021 SH	Decreased-1,086 SH
NORFOLK SOUTHN CORP	COM	$230K	0.2%Prev: 0.2%	899 SH	Decreased+56 SH
NORTHROP GRUMMAN CORP	COM	$1.7M	1.4%Prev: 1.9%	3,427 SH	Decreased-263 SH
NVIDIA CORPORATION	COM	$577K	0.5%Prev: 0.6%	3,649 SH	Decreased-687 SH
ORACLE CORP	COM	$1.3M	1.1%Prev: 0.7%	6,091 SH	Increased+281 SH
PAYCHEX INC	COM	$363K	0.3%Prev: 0.2%	2,497 SH	Increased+210 SH
PEPSICO INC	COM	$717K	0.6%Prev: 0.7%	5,427 SH	Decreased-37 SH
PFIZER INC	COM	$424K	0.3%Prev: 0.3%	17,485 SH	Decreased+1,981 SH
PHILIP MORRIS INTL INC	COM	$367K	0.3%Prev: 0.2%	2,018 SH	Increased+68 SH
PHILLIPS 66	COM	$514K	0.4%Prev: 0.6%	4,310 SH	Decreased+200 SH
PROCTER AND GAMBLE CO	COM	$661K	0.5%	4,150 SH	New
PUBLIC STORAGE OPER CO	COM	$227K	0.2%Prev: 0.2%	774 SH	Increased+21 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$279K	0.2%	2,070 SH	New
SERVICENOW INC	COM	$5.6M	4.6%Prev: 2.2%	5,403 SH	Increased-21,423 SH
SNAP ON INC	COM	$973K	0.8%Prev: 0.8%	3,128 SH	Decreased+260 SH
SOUTHERN CO	COM	$653K	0.5%Prev: 0.5%	7,108 SH	Increased+625 SH
SPDR SERIES TRUST	S&P 600 SMCP VAL	$443K	0.4%	5,554 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$1.3M	1.0%	9,227 SH	New
STRYKER CORPORATION	COM	$206K	0.2%	520 SH	New
SYSCO CORP	COM	$247K	0.2%Prev: 0.3%	3,266 SH	Decreased-2,085 SH
THERMO FISHER SCIENTIFIC INC	COM	$287K	0.2%	707 SH	New
TRACTOR SUPPLY CO	COM	$1.5M	1.2%Prev: 1.0%	28,355 SH	Increased-1,258 SH
UNION PAC CORP	COM	$469K	0.4%Prev: 0.4%	2,038 SH	Decreased+48 SH
UNITED AIRLS HLDGS INC	COM	$214K	0.2%Prev: 0.2%	2,691 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$615K	0.5%	6,089 SH	New
UNITEDHEALTH GROUP INC	COM	$1.4M	1.1%Prev: 0.9%	4,365 SH	Increased+156 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$296K	0.2%Prev: 0.2%	746 SH	Decreased-3,730 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$746K	0.6%Prev: 0.6%	5,598 SH	Decreased+501 SH
VERIZON COMMUNICATIONS INC	COM	$651K	0.5%Prev: 0.5%	15,035 SH	Decreased+1,335 SH
VISA INC	COM CL A	$3.9M	3.2%Prev: 2.5%	10,886 SH	Increased-24 SH
WASTE MGMT INC DEL	COM	$744K	0.6%Prev: 0.6%	3,250 SH	Increased+50 SH
WELLS FARGO CO NEW	COM	$1.0M	0.8%	12,797 SH	New
WELLTOWER INC	COM	$964K	0.8%Prev: 0.9%	6,270 SH	Decreased+213 SH
YUM BRANDS INC	COM	$550K	0.5%Prev: 0.5%	3,713 SH	Decreased-150 SH

Sold (vs prior filing)

C H ROBINSON WORLDWIDE IN — $310K
CHEVRON CORPORATION — $404K
COSTCO WHOLESALE CORPORATION — $1.8M
CVS HEALTH CORP — $245K
DELTA AIR LINES INC — $546K
DUKE ENERGY CORP NEW — $232K
ELEVANCE HEALTH INC FORMERLY — $394K
INTEL CORP — $425K
JPMORGAN CHASE & CO — $765K
OSHKOSH CORP — $639K
PROCTER & GAMBLE CO — $962K
QUALCOMM INC — $203K
SPDR SERIES TRUST — $1.6M
UNITED PARCEL SVCS INC — $560K
WALMART INC — $235K
WELLS FARGO & CO — $995K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001172661-26-000670	$139.3M	View
Oct 16, 2025	Q3 2025	13F-HR	0001172661-25-004302	$127.6M	View
Jul 29, 2026	Q2 2026