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: $129.7M97 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$410K	0.3%Prev: 0.4%	1,687 SH	Decreased+369 SH
AFLAC INC	COM	$589K	0.5%Prev: 0.7%	5,373 SH	Decreased-1,995 SH
ALLSTATE CORP	COM	$292K	0.2%Prev: 0.3%	1,407 SH	Decreased-100 SH
AMERICAN ELEC PWR CO INC	COM	$236K	0.2%Prev: 0.3%	1,803 SH	Decreased-984 SH
AMERICAN EXPRESS CO	COM	$942K	0.7%Prev: 0.8%	3,114 SH	Increased-177 SH
AMGEN INC	COM	$983K	0.8%Prev: 1.0%	2,795 SH	Decreased-1,086 SH
APPLE INC	COM	$2.8M	2.2%Prev: 2.3%	11,070 SH	Increased-920 SH
AUTOMATIC DATA PROCESSING IN	COM	$335K	0.3%Prev: 0.4%	1,649 SH	Decreased-10 SH
BIOGEN INC	COM	$373K	0.3%Prev: 0.3%	2,032 SH	Decreased-751 SH
BOEING CO	COM	$997K	0.8%Prev: 0.7%	5,007 SH	Increased+324 SH
BRISTOL-MYERS SQUIBB CO	COM	$643K	0.5%Prev: 0.7%	10,597 SH	Decreased-2,481 SH
C H ROBINSON WORLDWIDE IN	COM NEW	$310K	0.2%	1,864 SH	New
CAPITAL ONE FINL CORP	COM	$601K	0.5%Prev: 0.6%	3,297 SH	Decreased-514 SH
CATERPILLAR INC	COM	$2.3M	1.8%Prev: 0.9%	3,234 SH	Increased+21 SH
CHEVRON CORPORATION	COM	$404K	0.3%	1,950 SH	New
CISCO SYS INC	COM	$347K	0.3%Prev: 0.2%	4,472 SH	Increased-158 SH
CITIGROUP INC	COM NEW	$727K	0.6%Prev: 0.3%	6,411 SH	Increased+1,594 SH
CLOROX CO DEL	COM	$434K	0.3%Prev: 0.5%	4,187 SH	Decreased+344 SH
COCA COLA CO	COM	$828K	0.6%Prev: 0.7%	10,888 SH	Increased+79 SH
COLGATE PALMOLIVE CO	COM	$236K	0.2%Prev: 0.3%	2,764 SH	Decreased-1,368 SH
CONOCOPHILLIPS	COM	$502K	0.4%Prev: 0.5%	3,804 SH	Decreased-1,545 SH
CONSOLIDATED EDISON INC	COM	$481K	0.4%Prev: 0.4%	4,249 SH	Decreased-525 SH
COSTCO WHOLESALE CORPORATION	COM	$1.8M	1.4%	1,825 SH	New
CVS HEALTH CORP	COM	$245K	0.2%	3,408 SH	New
DEERE & CO	COM	$1.1M	0.9%Prev: 0.7%	1,987 SH	Increased+255 SH
DELTA AIR LINES INC	COM NEW	$546K	0.4%	8,215 SH	New
DUKE ENERGY CORP NEW	COM NEW	$232K	0.2%Prev: 0.2%	1,775 SH	Increased+90 SH
EATON CORP PLC	SHS	$764K	0.6%Prev: 0.7%	2,135 SH	Decreased-783 SH
ECOLAB INC	COM	$353K	0.3%Prev: 0.2%	1,328 SH	Increased+312 SH
ELEVANCE HEALTH INC FORMERLY	COM	$394K	0.3%	1,347 SH	New
ELI LILLY & CO	COM	$6.3M	4.9%Prev: 5.0%	6,870 SH	Increased-195 SH
EXXON MOBIL CORP	COM	$1.9M	1.5%Prev: 1.1%	11,197 SH	Increased+55 SH
FASTENAL CO	COM	$374K	0.3%Prev: 0.3%	8,053 SH	Increased+3,466 SH
FEDEX CORP	COM	$955K	0.7%Prev: 0.5%	2,681 SH	Increased+395 SH
GENERAL DYNAMICS CORP	COM	$941K	0.7%Prev: 0.7%	2,742 SH	Increased-244 SH
GILEAD SCIENCES INC	COM	$858K	0.7%Prev: 0.6%	6,158 SH	Increased-575 SH
HOME DEPOT INC	COM	$1.5M	1.2%Prev: 1.3%	4,668 SH	Increased+520 SH
ILLINOIS TOOL WKS INC	COM	$225K	0.2%Prev: 0.2%	865 SH	Decreased-125 SH
INTEL CORP	COM	$425K	0.3%	9,626 SH	New
INTERNATIONAL PAPER CO	COM	$231K	0.2%Prev: 0.3%	6,477 SH	Decreased-15 SH
ISHARES TR	CORE HIGH DV ETF	$494K	0.4%Prev: 0.4%	18,190 SH	Increased+14,202 SH
ISHARES TR	CORE S&P MCP ETF	$9.2M	7.1%Prev: 6.6%	135,546 SH	Increased+2,611 SH
ISHARES TR	CORE S&P SCP ETF	$9.3M	7.2%Prev: 6.4%	75,170 SH	Increased+3,357 SH
ISHARES TR	CORE S&P500 ETF	$26.2M	20.2%Prev: 17.2%	40,152 SH	Increased+4,235 SH
ISHARES TR	MRGSTR MD CP GRW	$293K	0.2%Prev: 0.2%	3,725 SH	Increased-25 SH
ISHARES TR	MRGSTR SM CP ETF	$596K	0.5%Prev: 0.5%	9,159 SH	Increased-1,020 SH
ISHARES TR	MSCI EAFE ETF	$3.7M	2.8%Prev: 2.4%	37,893 SH	Increased+2,880 SH
ISHARES TR	PFD AND INCM SEC	$592K	0.5%Prev: 0.5%	19,539 SH	Decreased-1,012 SH
ISHARES TR	SELECT DIVID ETF	$1.6M	1.2%Prev: 1.4%	10,567 SH	Increased-1,285 SH
ISHARES TR	SP SMCP600VL ETF	$593K	0.5%Prev: 0.4%	5,005 SH	Increased-38 SH
JOHNSON & JOHNSON	COM	$1.2M	0.9%Prev: 0.5%	4,711 SH	Increased+822 SH
JONES LANG LASALLE INC	COM	$379K	0.3%Prev: 0.3%	1,245 SH	Increased-115 SH
JPMORGAN CHASE & CO	COM	$765K	0.6%	2,601 SH	New
KIMBERLY-CLARK CORP	COM	$380K	0.3%Prev: 0.5%	3,936 SH	Decreased-278 SH
LEAR CORP	COM NEW	$347K	0.3%Prev: 0.2%	2,869 SH	Increased+57 SH
LOCKHEED MARTIN CORP	COM	$2.0M	1.6%Prev: 1.3%	3,354 SH	Increased+5 SH
LOWES COS INC	COM	$1.3M	1.0%Prev: 1.2%	5,576 SH	Decreased-512 SH
MASTERCARD INCORPORATED	CL A	$2.0M	1.5%Prev: 1.9%	3,964 SH	Decreased-58 SH
MCDONALDS CORP	COM	$1.2M	0.9%Prev: 1.1%	3,900 SH	Decreased-165 SH
MCKESSON CORP	COM	$445K	0.3%Prev: 0.3%	519 SH	Increased+44 SH
MEDTRONIC PLC	SHS	$342K	0.3%Prev: 0.4%	3,949 SH	Decreased-945 SH
MERCK & CO INC	COM	$1.6M	1.2%Prev: 1.2%	13,229 SH	Increased-2,716 SH
METLIFE INC	COM	$326K	0.3%Prev: 0.3%	4,616 SH	Decreased-432 SH
MICROSOFT CORP	COM	$1.2M	1.0%Prev: 1.1%	3,344 SH	Decreased-144 SH
MORGAN STANLEY	COM NEW	$676K	0.5%Prev: 0.4%	4,107 SH	Increased+531 SH
NORFOLK SOUTHN CORP	COM	$242K	0.2%Prev: 0.2%	843 SH	Increased-56 SH
NORTHROP GRUMMAN CORP	COM	$2.5M	1.9%Prev: 1.4%	3,690 SH	Increased+363 SH
NVIDIA CORPORATION	COM	$756K	0.6%Prev: 0.3%	4,336 SH	Increased+687 SH
ORACLE CORP	COM	$855K	0.7%Prev: 0.7%	5,810 SH	Increased-281 SH
OSHKOSH CORP	COM	$639K	0.5%	4,340 SH	New
PAYCHEX INC	COM	$211K	0.2%Prev: 0.3%	2,287 SH	Decreased-210 SH
PEPSICO INC	COM	$849K	0.7%Prev: 0.7%	5,464 SH	Increased-48 SH
PFIZER INC	COM	$435K	0.3%Prev: 0.4%	15,504 SH	Decreased-1,839 SH
PHILIP MORRIS INTL INC	COM	$322K	0.2%Prev: 0.3%	1,950 SH	Decreased-120 SH
PHILLIPS 66	COM	$749K	0.6%Prev: 0.5%	4,110 SH	Increased-315 SH
PROCTER & GAMBLE CO	COM	$962K	0.7%	6,663 SH	New
PUBLIC STORAGE OPER CO	COM	$204K	0.2%Prev: 0.2%	753 SH	Decreased-21 SH
QUALCOMM INC	COM	$203K	0.2%	1,574 SH	New
SERVICENOW INC	COM	$2.8M	2.2%Prev: 3.7%	26,826 SH	Decreased+21,385 SH
SNAP ON INC	COM	$1.0M	0.8%Prev: 0.9%	2,868 SH	Decreased-260 SH
SOUTHERN CO	COM	$626K	0.5%Prev: 0.6%	6,483 SH	Decreased-625 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.6M	1.2%	12,492 SH	New
SYSCO CORP	COM	$382K	0.3%Prev: 0.2%	5,351 SH	Increased+2,085 SH
TRACTOR SUPPLY CO	COM	$1.3M	1.0%Prev: 1.3%	29,613 SH	Decreased+1,558 SH
UNION PAC CORP	COM	$483K	0.4%Prev: 0.4%	1,990 SH	Increased-48 SH
UNITED AIRLS HLDGS INC	COM	$248K	0.2%	2,691 SH	New
UNITED PARCEL SVCS INC	CL B	$560K	0.4%	5,688 SH	New
UNITEDHEALTH GROUP INC	COM	$1.1M	0.9%Prev: 2.3%	4,209 SH	Decreased-901 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$304K	0.2%Prev: 0.2%	4,476 SH	Increased+3,681 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$755K	0.6%Prev: 0.6%	5,097 SH	Increased-501 SH
VERIZON COMMUNICATIONS INC	COM	$688K	0.5%Prev: 0.6%	13,700 SH	Decreased-1,950 SH
VISA INC	COM CL A	$3.3M	2.5%Prev: 3.2%	10,910 SH	Decreased+4 SH
WALMART INC	COM	$235K	0.2%	1,893 SH	New
WASTE MGMT INC DEL	COM	$735K	0.6%Prev: 0.7%	3,200 SH	Decreased-155 SH
WELLS FARGO & CO	COM	$995K	0.8%	12,497 SH	New
WELLTOWER INC	COM	$1.2M	0.9%Prev: 0.9%	6,057 SH	Increased-513 SH
YUM BRANDS INC	COM	$601K	0.5%Prev: 0.5%	3,863 SH	Increased+350 SH

Sold (vs prior filing)

ABBOTT LABS — $413K
CHEVRON CORP NEW — $441K
COSTCO WHSL CORP NEW — $1.7M
DELTA AIR LINES INC DEL — $393K
DUPONT DE NEMOURS INC — $233K
ELEVANCE HEALTH INC — $877K
FISERV INC — $333K
INVESCO EXCH TRADED FD TR II — $201K
JPMORGAN CHASE & CO. — $573K
PROCTER AND GAMBLE CO — $707K
SELECT SECTOR SPDR TR — $302K
SPDR SER TR — $435K
SPDR SER TR — $1.3M
THERMO FISHER SCIENTIFIC INC — $352K
UNITED PARCEL SERVICE INC — $657K
WELLS FARGO CO NEW — $929K

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