1y return+16.6%S&P 500 +20.9%
3y return+38.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $134 against $157 in the S&P 500.2
Richmond Brothers, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QQQInvesco Qqq Tr | $28.4M | 14.8% | −48.9% |
| AAPLApple Inc | $9.0M | 4.7% | +169.3% |
| NVDANvidia Corporation | $6.3M | 3.3% | New |
| MSFTMicrosoft Corp | $5.9M | 3.1% | +600.4% |
| VGTVanguard World Fd | $3.9M | 2.0% | −55.2% |
| VISVanguard World Fd | $3.5M | 1.8% | −55.8% |
| SIXDAim Etf Products Trust | $3.4M | 1.8% | New |
| BRK/BBerkshire Hathaway Inc Del | $3.3M | 1.7% | +12.2% |
| AMZNAmazon Com Inc | $3.3M | 1.7% | +1211.6% |
| VDEVanguard World Fd | $3.3M | 1.7% | −55.9% |
| VHTVanguard World Fd | $3.1M | 1.6% | −55.9% |
| VAWVanguard World Fd | $3.1M | 1.6% | −56.1% |
| VPUVanguard World Fd | $3.1M | 1.6% | −56.2% |
| MAYTAim Etf Products Trust | $3.1M | 1.6% | New |
| VOXVanguard World Fd | $3.0M | 1.6% | −55.5% |
| VDCVanguard World Fd | $2.9M | 1.5% | −57.2% |
| VFHVanguard World Fd | $2.8M | 1.5% | −57.7% |
| VCRVanguard World Fd | $2.8M | 1.5% | −57.7% |
| VNQVanguard Index Fds | $2.8M | 1.4% | −58.6% |
| MDYGSpdr Series Trust | $2.8M | 1.4% | New |
| FDISFidelity Covington Trust | $2.7M | 1.4% | New |
| ONEZElevation Series Trust | $2.7M | 1.4% | New |
| GOFGuggenheim Strategic Opportu | $2.7M | 1.4% | −4.4% |
| FHLCFidelity Covington Trust | $2.7M | 1.4% | New |
| GOOGLAlphabet Inc | $2.6M | 1.4% | +451.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TQQQProshares Tr | March 31, 2024 | +163.2% | $1.8M |
| QQQInvesco Qqq Tr | December 31, 2021 | +85.1% | $28.4M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2021 | +67.4% | $3.3M |
| VGTVanguard World Fd | September 30, 2024 | +63.0% | $3.9M |
| AAPLApple Inc | December 31, 2021 | +63.0% | $9.0M |
| GOOGLAlphabet Inc | September 30, 2025 | +47.0% | $2.6M |
| VISVanguard World Fd | September 30, 2024 | +38.6% | $3.5M |
| VOXVanguard World Fd | September 30, 2024 | +26.5% | $3.0M |
| VDEVanguard World Fd | September 30, 2024 | +22.6% | $3.3M |
| VFHVanguard World Fd | September 30, 2024 | +19.7% | $2.8M |
Sold off last quarter
- BILSpdr Series Trust was $250K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.6% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | +5.5% | +7.8% |
| June 30, 2025 | +3.3% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | +1.0% | +2.1% |
| September 30, 2024 | +2.7% | +5.4% |
| June 30, 2024 | +3.5% | +4.0% |
| March 31, 2024 | +3.5% | +10.0% |
| December 31, 2023 | +11.9% | +11.2% |
| September 30, 2023 | −4.9% | −3.6% |
| June 30, 2023 | +19.9% | +8.3% |
| March 31, 2023 | +14.8% | +7.0% |
| December 31, 2022 | +1.7% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −21.8% | −16.5% |
| March 31, 2022 | −6.9% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Richmond Brothers, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1540462&type=13F-HR&dateb=&owner=include&count=40CIK 1540462
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1540462/000154046226000003/Filed August 11, 2026 · accession 0001540462-26-000003