Richmond Brothers, Inc. 13F Holdings
CIK 0001540462 · JACKSON, MI
As of Sep 30, 2025, Richmond Brothers, Inc. reported 34 positions worth
CIK 0001540462 · JACKSON, MI
As of Sep 30, 2025, Richmond Brothers, Inc. reported 34 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 67,105 | $40.3M | 25.43% |
| VANGUARD COMMUNICATION SERVICES INDEX FUND | VOX | — | 42,467 | $8.0M | 5.03% |
| VANGUARD UTILITIES INDEX FUND | VPU | — | 41,312 | $7.8M | 4.94% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 10,475 | $7.8M | 4.94% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 96,547 | $7.6M | 4.81% |
| VANGUARD LONG-TERM BOND INDEX FUND | BLV | — | 107,044 | $7.6M | 4.79% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 96,638 | $7.5M | 4.76% |
| VANGUARD INDUSTRIALS INDEX FUND | VIS | — | 25,469 | $7.5M | 4.76% |
| VANGUARD FINANCIALS INDEX FUND | VFH | — | 56,515 | $7.4M | 4.68% |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND | VCR | — | 18,672 | $7.4M | 4.67% |
| VANGUARD MATERIALS INDEX FUND | VAW | — | 34,935 | $7.2M | 4.52% |
| VANGUARD ENERGY INDEX FUND | VDE | — | 55,848 | $7.0M | 4.44% |
| VANGUARD CONSUMER STAPLES INDEX FUND | VDC | — | 32,332 | $6.9M | 4.36% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 86,613 | $4.4M | 2.77% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 13,833 | $3.6M | 2.27% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 38,458 | $3.5M | 2.22% |
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | GOF | — | 229,328 | $3.4M | 2.17% |
| APPLE INC | AAPL | Technology | 12,838 | $3.3M | 2.06% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,895 | $3.0M | 1.87% |
| MICROSOFT CORP | MSFT | Technology | 2,283 | .2M | 0.75% |
| PROSHARES ULTRAPRO QQQ | TQQQ | — | 10,588 | .1M | 0.69% |
| MIMEDX GROUP INC | MDXG | Healthcare | 117,179 | $817.9K | 0.52% |
| PROSHARES ULTRA QQQ | QLD | — | 5,891 | $808.2K | 0.51% |
| PROSHARES ULTRA S&P500 | SSO | — | 7,054 | $791.0K | 0.50% |
| HERON THERAPEUTICS INC | HRTX | Healthcare | 572,118 | $720.9K | 0.46% |