Richwood Investment Advisors, LLC

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

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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: $127.6M100 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$206K	0.2%Prev: 0.1%	1,328 SH	Increased+80 SH
ABBOTT LABS	COM	$352K	0.3%	2,624 SH	New
ADOBE INC	COM	$371K	0.3%Prev: 0.3%	1,051 SH	Decreased-771 SH
AFLAC INC	COM	$820K	0.6%Prev: 0.4%	7,343 SH	Increased+2,145 SH
ALLSTATE CORP	COM	$302K	0.2%Prev: 0.3%	1,407 SH	Decreased-450 SH
AMERICAN ELEC PWR CO INC	COM	$257K	0.2%Prev: 0.2%	2,288 SH	Increased+555 SH
AMERICAN EXPRESS CO	COM	$1.1M	0.9%Prev: 0.8%	3,291 SH	Decreased+16 SH
AMGEN INC	COM	$1.0M	0.8%Prev: 0.7%	3,644 SH	Increased+914 SH
APPLE INC	COM	$3.0M	2.4%Prev: 2.3%	11,834 SH	Decreased+721 SH
AUTOMATIC DATA PROCESSING IN	COM	$484K	0.4%Prev: 0.3%	1,649 SH	Increased+10 SH
BIOGEN INC	COM	$315K	0.2%Prev: 0.3%	2,247 SH	Decreased-20 SH
BOEING CO	COM	$990K	0.8%Prev: 0.8%	4,588 SH	Decreased-469 SH
BRISTOL-MYERS SQUIBB CO	COM	$536K	0.4%Prev: 0.5%	11,887 SH	Decreased+575 SH
C H ROBINSON WORLDWIDE INC	COM NEW	$273K	0.2%	2,065 SH	New
CAPITAL ONE FINL CORP	COM	$755K	0.6%Prev: 0.5%	3,552 SH	Increased+18 SH
CATERPILLAR INC	COM	$1.5M	1.2%Prev: 2.5%	3,184 SH	Decreased-125 SH
CHEVRON CORP NEW	COM	$392K	0.3%	2,526 SH	New
CISCO SYS INC	COM	$317K	0.2%Prev: 0.3%	4,630 SH	Decreased+483 SH
CITIGROUP INC	COM NEW	$590K	0.5%Prev: 0.6%	5,812 SH	Decreased-316 SH
CLOROX CO DEL	COM	$441K	0.3%Prev: 0.3%	3,577 SH	Increased-267 SH
COCA COLA CO	COM	$734K	0.6%Prev: 0.7%	11,068 SH	Decreased-521 SH
COLGATE PALMOLIVE CO	COM	$263K	0.2%Prev: 0.2%	3,284 SH	Decreased+230 SH
CONOCOPHILLIPS	COM	$399K	0.3%Prev: 0.3%	4,215 SH	Increased+634 SH
CONSOLIDATED EDISON INC	COM	$468K	0.4%Prev: 0.3%	4,659 SH	Increased+700 SH
COSTCO WHSL CORP NEW	COM	$1.7M	1.3%	1,804 SH	New
DEERE & CO	COM	$877K	0.7%Prev: 1.0%	1,917 SH	Decreased-363 SH
DELTA AIR LINES INC DEL	COM NEW	$501K	0.4%	8,833 SH	New
DUKE ENERGY CORP NEW	COM NEW	$209K	0.2%Prev: 0.2%	1,685 SH	Decreased-690 SH
DUPONT DE NEMOURS INC	COM	$256K	0.2%	3,287 SH	New
EATON CORP PLC	SHS	$1.1M	0.9%Prev: 0.6%	2,915 SH	Increased+800 SH
ECOLAB INC	COM	$278K	0.2%Prev: 0.3%	1,015 SH	Decreased-555 SH
ELEVANCE HEALTH INC FORMERLY	COM	$498K	0.4%Prev: 0.4%	1,542 SH	Decreased+45 SH
ELI LILLY & CO	COM	$5.4M	4.2%Prev: 5.4%	7,095 SH	Decreased+670 SH
EXXON MOBIL CORP	COM	$1.3M	1.0%	11,142 SH	New
FASTENAL CO	COM	$445K	0.3%Prev: 0.3%	9,073 SH	Increased+1,320 SH
FEDEX CORP	COM	$554K	0.4%Prev: 0.7%	2,351 SH	Decreased-611 SH
GENERAL DYNAMICS CORP	COM	$1.0M	0.8%Prev: 0.7%	2,948 SH	Increased+296 SH
GILEAD SCIENCES INC	COM	$722K	0.6%Prev: 0.5%	6,508 SH	Decreased+635 SH
HOME DEPOT INC	COM	$1.7M	1.3%Prev: 1.1%	4,082 SH	Increased-457 SH
ILLINOIS TOOL WKS INC	COM	$258K	0.2%Prev: 0.2%	990 SH	Decreased-35 SH
INTEL CORP	COM	$283K	0.2%Prev: 1.0%	8,426 SH	Decreased-1,950 SH
INTERNATIONAL PAPER CO	COM	$296K	0.2%Prev: 0.2%	6,372 SH	Increased+360 SH
ISHARES TR	CORE HIGH DV ETF	$484K	0.4%Prev: 0.4%	3,953 SH	Decreased-14,237 SH
ISHARES TR	CORE S&P MCP ETF	$8.6M	6.7%Prev: 7.1%	131,872 SH	Decreased+1,371 SH
ISHARES TR	CORE S&P SCP ETF	$8.6M	6.7%Prev: 7.5%	72,197 SH	Decreased+284 SH
ISHARES TR	CORE S&P TTL STK	$222K	0.2%Prev: 0.2%	1,526 SH	Decreased+160 SH
ISHARES TR	CORE S&P500 ETF	$25.1M	19.6%Prev: 20.6%	37,465 SH	Decreased-1,700 SH
ISHARES TR	MRGSTR MD CP GRW	$310K	0.2%	3,750 SH	New
ISHARES TR	MRGSTR SM CP ETF	$635K	0.5%Prev: 0.5%	10,019 SH	Decreased+1,085 SH
ISHARES TR	MSCI EAFE ETF	$3.4M	2.6%Prev: 2.8%	36,142 SH	Decreased-2,378 SH
ISHARES TR	PFD AND INCM SEC	$645K	0.5%Prev: 0.4%	20,388 SH	Increased+1,965 SH
ISHARES TR	SELECT DIVID ETF	$1.6M	1.2%Prev: 1.1%	11,212 SH	Decreased+785 SH
ISHARES TR	SP SMCP600VL ETF	$558K	0.4%Prev: 0.5%	5,043 SH	Decreased+138 SH
JOHNSON & JOHNSON	COM	$717K	0.6%Prev: 0.9%	3,868 SH	Decreased-1,161 SH
JONES LANG LASALLE INC	COM	$394K	0.3%Prev: 0.3%	1,322 SH	Increased+117 SH
JPMORGAN CHASE & CO.	COM	$753K	0.6%	2,386 SH	New
KIMBERLY-CLARK CORP	COM	$519K	0.4%Prev: 0.3%	4,176 SH	Increased+289 SH
LEAR CORP	COM NEW	$277K	0.2%Prev: 0.4%	2,754 SH	Decreased-1,065 SH
LOCKHEED MARTIN CORP	COM	$1.5M	1.2%Prev: 1.2%	2,995 SH	Decreased-240 SH
LOWES COS INC	COM	$1.5M	1.2%Prev: 0.9%	5,896 SH	Increased+340 SH
MASTERCARD INCORPORATED	CL A	$2.3M	1.8%Prev: 1.4%	4,026 SH	Increased+41 SH
MCDONALDS CORP	COM	$1.2M	1.0%Prev: 0.7%	4,025 SH	Increased+225 SH
MCKESSON CORP	COM	$367K	0.3%Prev: 0.3%	474 SH	Decreased-21 SH
MEDTRONIC PLC	SHS	$422K	0.3%Prev: 0.3%	4,434 SH	Increased-316 SH
MERCK & CO INC	COM	$1.2M	0.9%Prev: 1.2%	13,994 SH	Decreased+949 SH
METLIFE INC	COM	$394K	0.3%Prev: 0.3%	4,786 SH	Decreased-651 SH
MICROSOFT CORP	COM	$1.8M	1.4%Prev: 0.9%	3,473 SH	Increased+114 SH
MORGAN STANLEY	COM NEW	$500K	0.4%Prev: 0.6%	3,147 SH	Decreased-1,256 SH
NORFOLK SOUTHN CORP	COM	$274K	0.2%Prev: 0.2%	913 SH	Increased+100 SH
NORTHROP GRUMMAN CORP	COM	$2.1M	1.7%Prev: 1.4%	3,476 SH	Increased-333 SH
NVIDIA CORPORATION	COM	$719K	0.6%Prev: 0.6%	3,856 SH	Decreased-580 SH
ORACLE CORP	COM	$1.7M	1.3%Prev: 0.6%	6,031 SH	Increased+221 SH
PAYCHEX INC	COM	$317K	0.2%Prev: 0.2%	2,497 SH	Increased+60 SH
PEPSICO INC	COM	$732K	0.6%Prev: 0.6%	5,211 SH	Decreased-788 SH
PFIZER INC	COM	$420K	0.3%Prev: 0.3%	16,484 SH	Decreased-986 SH
PHILIP MORRIS INTL INC	COM	$316K	0.2%Prev: 0.2%	1,950 SH	Decreased+97 SH
PHILLIPS 66	COM	$586K	0.5%Prev: 0.5%	4,310 SH	Decreased+380 SH
PROCTER AND GAMBLE CO	COM	$638K	0.5%	4,149 SH	New
PUBLIC STORAGE OPER CO	COM	$223K	0.2%	773 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$286K	0.2%	2,058 SH	New
SERVICENOW INC	COM	$4.8M	3.8%Prev: 1.7%	5,259 SH	Increased-19,297 SH
SNAP ON INC	COM	$1.1M	0.8%Prev: 0.8%	3,128 SH	Decreased+250 SH
SOUTHERN CO	COM	$674K	0.5%Prev: 0.5%	7,108 SH	Increased+165 SH
SPDR SERIES TRUST	S&P 600 SMCP VAL	$489K	0.4%	5,516 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$1.3M	1.0%	9,122 SH	New
SYSCO CORP	COM	$269K	0.2%Prev: 0.4%	3,266 SH	Decreased-2,985 SH
THERMO FISHER SCIENTIFIC INC	COM	$291K	0.2%	600 SH	New
TRACTOR SUPPLY CO	COM	$1.6M	1.3%Prev: 0.7%	28,847 SH	Increased-541 SH
UNION PAC CORP	COM	$514K	0.4%Prev: 0.4%	2,175 SH	Decreased+185 SH
UNITED AIRLS HLDGS INC	COM	$260K	0.2%Prev: 0.3%	2,691 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$473K	0.4%	5,658 SH	New
UNITEDHEALTH GROUP INC	COM	$1.5M	1.2%Prev: 1.2%	4,290 SH	Decreased+201 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$325K	0.3%Prev: 0.2%	746 SH	Decreased-3,298 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$789K	0.6%Prev: 0.5%	5,597 SH	Increased+1,099 SH
VERIZON COMMUNICATIONS INC	COM	$650K	0.5%Prev: 0.4%	14,794 SH	Increased+839 SH
VISA INC	COM CL A	$3.7M	2.9%Prev: 2.5%	10,796 SH	Increased+565 SH
WASTE MGMT INC DEL	COM	$707K	0.6%Prev: 0.5%	3,200 SH	Increased+65 SH
WELLS FARGO CO NEW	COM	$1.1M	0.8%	12,797 SH	New
WELLTOWER INC	COM	$1.1M	0.9%Prev: 0.9%	6,232 SH	Decreased+424 SH
YUM BRANDS INC	COM	$587K	0.5%Prev: 0.4%	3,863 SH	Decreased-80 SH

Sold (vs prior filing)

APPLIED MATLS INC — $257K
C H ROBINSON WORLDWIDE IN — $336K
CHEVRON CORPORATION — $388K
COSTCO WHOLESALE CORPORATION — $1.7M
CVS HEALTH CORP — $353K
DELTA AIR LINES INC — $764K
ISHARES TR — $217K
JPMORGAN CHASE & CO — $851K
OSHKOSH CORP — $666K
PACKAGING CORP AMER — $214K
PROCTER & GAMBLE CO — $959K
PUBLIC STORAGE — $240K
QNITY ELECTRONICS INC — $225K
QUALCOMM INC — $291K
SELECT SECTOR SPDR TR — $207K
SPDR SERIES TRUST — $317K
SPDR SERIES TRUST — $1.2M
SPDR SERIES TRUST — $441K
TEXAS INSTRS INC — $286K
UNITED PARCEL SVCS INC — $663K
… and 3 more

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