Richard Young Associates, Ltd.: 13F holdings
CIK 21075632026Q2
| Positions | 29 |
|---|
| Reported value | $150.5m |
|---|
| Filed | 2026-07-27 |
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Change since last quarter
| Positions | 29 (+4 vs prior quarter) |
|---|
| Reported value | $150.5m (+14.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 558,629 | $39.0m | 26.0% |
| YM=F DIMENSIONAL ETF TRUST | 708,429 | $39.0m | 25.9% |
| DIMENSIONAL ETF TRUST | 463,838 | $38.2m | 25.4% |
| DFUS DIMENSIONAL ETF TRUST | 120,676 | $9.9m | 6.6% |
| DFIV DIMENSIONAL ETF TRUST | 144,566 | $7.8m | 5.2% |
| NVDA NVIDIA CORPORATION | 17,392 | $3.5m | 2.3% |
| AAPL APPLE INC | 7,741 | $2.2m | 1.5% |
| TSLA TESLA INC | 2,975 | $1.3m | 0.8% |
| KO COCA COLA CO | 14,565 | $1.2m | 0.8% |
| AMZN AMAZON COM INC | 3,658 | $871,873 | 0.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2107563")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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