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: $142.2M106 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$202K	0.1%Prev: 0.2%	1,248 SH	Decreased-80 SH
ADOBE INC	COM	$374K	0.3%Prev: 0.3%	1,822 SH	Decreased+770 SH
AFLAC INC	COM	$609K	0.4%Prev: 0.6%	5,198 SH	Decreased-2,170 SH
ALLSTATE CORP	COM	$442K	0.3%Prev: 0.2%	1,857 SH	Increased+350 SH
AMERICAN ELEC PWR CO INC	COM	$237K	0.2%Prev: 0.2%	1,733 SH	Decreased-635 SH
AMERICAN EXPRESS CO	COM	$1.1M	0.8%Prev: 0.9%	3,275 SH	Increased-17 SH
AMGEN INC	COM	$989K	0.7%Prev: 0.9%	2,730 SH	Decreased-1,056 SH
APPLE INC	COM	$3.2M	2.3%Prev: 2.0%	11,113 SH	Increased-812 SH
APPLIED MATLS INC	COM	$257K	0.2%	355 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$367K	0.3%Prev: 0.4%	1,639 SH	Decreased-10 SH
BIOGEN INC	COM	$490K	0.3%Prev: 0.2%	2,267 SH	Increased+19 SH
BOEING CO	COM	$1.1M	0.8%Prev: 0.8%	5,057 SH	Increased+439 SH
BRISTOL-MYERS SQUIBB CO	COM	$652K	0.5%Prev: 0.5%	11,312 SH	Increased-1,991 SH
C H ROBINSON WORLDWIDE IN	COM NEW	$336K	0.2%	1,784 SH	New
CAPITAL ONE FINL CORP	COM	$709K	0.5%Prev: 0.6%	3,534 SH	Decreased-143 SH
CATERPILLAR INC	COM	$3.5M	2.5%Prev: 1.0%	3,309 SH	Increased+150 SH
CHEVRON CORPORATION	COM	$388K	0.3%	2,341 SH	New
CISCO SYS INC	COM	$487K	0.3%Prev: 0.3%	4,147 SH	Increased-483 SH
CITIGROUP INC	COM NEW	$858K	0.6%Prev: 0.4%	6,128 SH	Increased+261 SH
CLOROX CO DEL	COM	$367K	0.3%Prev: 0.4%	3,844 SH	Decreased+202 SH
COCA COLA CO	COM	$942K	0.7%Prev: 0.6%	11,589 SH	Increased+780 SH
COLGATE PALMOLIVE CO	COM	$280K	0.2%Prev: 0.2%	3,054 SH	Decreased-230 SH
CONOCOPHILLIPS	COM	$372K	0.3%Prev: 0.3%	3,581 SH	Decreased-1,134 SH
CONSOLIDATED EDISON INC	COM	$438K	0.3%Prev: 0.4%	3,959 SH	Decreased-700 SH
COSTCO WHOLESALE CORPORATION	COM	$1.7M	1.2%	1,825 SH	New
CVS HEALTH CORP	COM	$353K	0.2%	3,408 SH	New
DEERE & CO	COM	$1.4M	1.0%Prev: 0.8%	2,280 SH	Increased+483 SH
DELTA AIR LINES INC	COM NEW	$764K	0.5%	8,161 SH	New
DUKE ENERGY CORP NEW	COM NEW	$301K	0.2%	2,375 SH	New
EATON CORP PLC	SHS	$901K	0.6%Prev: 0.9%	2,115 SH	Decreased-803 SH
ECOLAB INC	COM	$437K	0.3%Prev: 0.2%	1,570 SH	Increased+554 SH
ELEVANCE HEALTH INC FORMERLY	COM	$579K	0.4%	1,497 SH	New
ELI LILLY & CO	COM	$7.7M	5.4%Prev: 4.6%	6,425 SH	Increased-695 SH
FASTENAL CO	COM	$372K	0.3%Prev: 0.3%	7,753 SH	Decreased-1,620 SH
FEDEX CORP	COM	$927K	0.7%Prev: 0.4%	2,962 SH	Increased+576 SH
GENERAL DYNAMICS CORP	COM	$939K	0.7%Prev: 0.7%	2,652 SH	Increased-296 SH
GILEAD SCIENCES INC	COM	$742K	0.5%Prev: 0.6%	5,873 SH	Increased-685 SH
HOME DEPOT INC	COM	$1.6M	1.1%Prev: 1.2%	4,539 SH	Increased+408 SH
ILLINOIS TOOL WKS INC	COM	$277K	0.2%Prev: 0.2%	1,025 SH	Increased+35 SH
INTEL CORP	COM	$1.4M	1.0%	10,376 SH	New
INTERNATIONAL PAPER CO	COM	$229K	0.2%Prev: 0.2%	6,012 SH	Decreased-460 SH
ISHARES TR	CORE HIGH DV ETF	$499K	0.4%Prev: 0.4%	18,190 SH	Increased+14,202 SH
ISHARES TR	CORE S&P MCP ETF	$10.1M	7.1%Prev: 6.7%	130,501 SH	Increased-1,727 SH
ISHARES TR	CORE S&P SCP ETF	$10.7M	7.5%Prev: 6.5%	71,913 SH	Increased-583 SH
ISHARES TR	CORE S&P TTL STK	$224K	0.2%Prev: 0.2%	1,366 SH	Increased-160 SH
ISHARES TR	CORE S&P500 ETF	$29.3M	20.6%Prev: 18.8%	39,165 SH	Increased+2,200 SH
ISHARES TR	MRGSTR SM CP ETF	$675K	0.5%Prev: 0.5%	8,934 SH	Increased-1,085 SH
ISHARES TR	MRNING SM CP ETF	$217K	0.2%	2,775 SH	New
ISHARES TR	MSCI EAFE ETF	$4.0M	2.8%Prev: 2.6%	38,520 SH	Increased+2,773 SH
ISHARES TR	PFD AND INCM SEC	$562K	0.4%Prev: 0.5%	18,423 SH	Decreased-2,128 SH
ISHARES TR	SELECT DIVID ETF	$1.6M	1.1%Prev: 1.3%	10,427 SH	Increased-1,076 SH
ISHARES TR	SP SMCP600VL ETF	$670K	0.5%Prev: 0.4%	4,905 SH	Increased-138 SH
JOHNSON & JOHNSON	COM	$1.3M	0.9%Prev: 0.5%	5,029 SH	Increased+1,150 SH
JONES LANG LASALLE INC	COM	$373K	0.3%Prev: 0.3%	1,205 SH	Increased-155 SH
JPMORGAN CHASE & CO	COM	$851K	0.6%	2,601 SH	New
KIMBERLY-CLARK CORP	COM	$427K	0.3%Prev: 0.4%	3,887 SH	Decreased-327 SH
LEAR CORP	COM NEW	$512K	0.4%Prev: 0.2%	3,819 SH	Increased+1,007 SH
LOCKHEED MARTIN CORP	COM	$1.6M	1.2%Prev: 1.3%	3,235 SH	Increased-114 SH
LOWES COS INC	COM	$1.2M	0.9%Prev: 1.1%	5,556 SH	Decreased-356 SH
MASTERCARD INCORPORATED	CL A	$2.0M	1.4%Prev: 1.9%	3,985 SH	Decreased-102 SH
MCDONALDS CORP	COM	$1.0M	0.7%Prev: 1.0%	3,800 SH	Decreased-265 SH
MCKESSON CORP	COM	$374K	0.3%Prev: 0.3%	495 SH	Increased+20 SH
MEDTRONIC PLC	SHS	$372K	0.3%Prev: 0.3%	4,750 SH	Decreased+4 SH
MERCK & CO INC	COM	$1.7M	1.2%Prev: 0.9%	13,045 SH	Increased-1,410 SH
METLIFE INC	COM	$460K	0.3%Prev: 0.3%	5,437 SH	Increased+485 SH
MICROSOFT CORP	COM	$1.3M	0.9%Prev: 1.4%	3,359 SH	Decreased-114 SH
MORGAN STANLEY	COM NEW	$920K	0.6%Prev: 0.3%	4,403 SH	Increased+1,382 SH
NORFOLK SOUTHN CORP	COM	$256K	0.2%Prev: 0.2%	813 SH	Increased-86 SH
NORTHROP GRUMMAN CORP	COM	$1.9M	1.4%Prev: 1.4%	3,809 SH	Increased+382 SH
NVIDIA CORPORATION	COM	$888K	0.6%Prev: 0.5%	4,436 SH	Increased+787 SH
ORACLE CORP	COM	$851K	0.6%Prev: 1.1%	5,810 SH	Decreased-281 SH
OSHKOSH CORP	COM	$666K	0.5%	4,340 SH	New
PACKAGING CORP AMER	COM	$214K	0.2%	897 SH	New
PAYCHEX INC	COM	$240K	0.2%Prev: 0.3%	2,437 SH	Decreased-60 SH
PEPSICO INC	COM	$812K	0.6%Prev: 0.6%	5,999 SH	Increased+572 SH
PFIZER INC	COM	$421K	0.3%Prev: 0.3%	17,470 SH	Decreased-15 SH
PHILIP MORRIS INTL INC	COM	$335K	0.2%Prev: 0.3%	1,853 SH	Decreased-165 SH
PHILLIPS 66	COM	$664K	0.5%Prev: 0.4%	3,930 SH	Increased-380 SH
PROCTER & GAMBLE CO	COM	$959K	0.7%	6,539 SH	New
PUBLIC STORAGE	COM	$240K	0.2%	754 SH	New
QNITY ELECTRONICS INC	COMMON STOCK	$225K	0.2%	1,376 SH	New
QUALCOMM INC	COM	$291K	0.2%	1,574 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$207K	0.1%	1,307 SH	New
SERVICENOW INC	COM	$2.4M	1.7%Prev: 4.6%	24,556 SH	Decreased+19,153 SH
SNAP ON INC	COM	$1.2M	0.8%Prev: 0.8%	2,878 SH	Increased-250 SH
SOUTHERN CO	COM	$665K	0.5%Prev: 0.5%	6,943 SH	Increased-165 SH
SPDR SERIES TRUST	ST STR SP BIOT	$317K	0.2%	2,004 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$1.2M	0.9%	8,048 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$441K	0.3%	4,041 SH	New
SYSCO CORP	COM	$522K	0.4%Prev: 0.2%	6,251 SH	Increased+2,985 SH
TEXAS INSTRS INC	COM	$286K	0.2%	960 SH	New
TRACTOR SUPPLY CO	COM	$929K	0.7%Prev: 1.2%	29,388 SH	Decreased+1,033 SH
UNION PAC CORP	COM	$541K	0.4%Prev: 0.4%	1,990 SH	Increased-48 SH
UNITED AIRLS HLDGS INC	COM	$366K	0.3%Prev: 0.2%	2,691 SH	Increased
UNITED PARCEL SVCS INC	CL B	$663K	0.5%	6,166 SH	New
UNITEDHEALTH GROUP INC	COM	$1.7M	1.2%Prev: 1.1%	4,089 SH	Increased-276 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$334K	0.2%Prev: 0.2%	4,044 SH	Increased+3,298 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$270K	0.2%	880 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$711K	0.5%Prev: 0.6%	4,498 SH	Decreased-1,100 SH
VANGUARD WORLD FD	INF TECH ETF	$232K	0.2%	1,939 SH	New
VERIZON COMMUNICATIONS INC	COM	$591K	0.4%Prev: 0.5%	13,955 SH	Decreased-1,080 SH
VISA INC	COM CL A	$3.5M	2.5%Prev: 3.2%	10,231 SH	Decreased-655 SH
WASTE MGMT INC DEL	COM	$699K	0.5%Prev: 0.6%	3,135 SH	Decreased-115 SH
WELLS FARGO & CO	COM	$980K	0.7%	11,864 SH	New
WELLTOWER INC	COM	$1.3M	0.9%Prev: 0.8%	5,808 SH	Increased-462 SH
YUM BRANDS INC	COM	$630K	0.4%Prev: 0.5%	3,943 SH	Increased+230 SH

Sold (vs prior filing)

ABBOTT LABS — $383K
CHEVRON CORP NEW — $362K
COSTCO WHSL CORP NEW — $1.8M
DELTA AIR LINES INC DEL — $434K
DUPONT DE NEMOURS INC — $231K
ELEVANCE HEALTH INC — $722K
EXXON MOBIL CORP — $1.2M
FISERV INC — $260K
ISHARES TR — $220K
ISHARES TR — $301K
JPMORGAN CHASE & CO. — $663K
PROCTER AND GAMBLE CO — $661K
PUBLIC STORAGE OPER CO — $227K
SELECT SECTOR SPDR TR — $279K
SPDR SERIES TRUST — $443K
SPDR SERIES TRUST — $1.3M
STRYKER CORPORATION — $206K
THERMO FISHER SCIENTIFIC INC — $287K
UNITED PARCEL SERVICE INC — $615K
WELLS FARGO CO NEW — $1.0M

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