Richard Young Associates, Ltd. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Richard Young Associates, Ltd. held in its portfolio 25 assets valued at $128,050,365 (i.e. $128.05M).

The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($32.97M), DIMENSIONAL ETF TRUST ($32.82M), and DIMENSIONAL ETF TRUST ($31.76M).

The chart below shows the top 10 valuable assets, and the table below shows the top 25 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Richard Young Associates, Ltd. Portfolio

DIMENSIONAL ETF TRUST

NVIDIA CORPORATION

APPLE INC

TESLA INC

COCA COLA CO

AMAZON COM INC

Richard Young Associates, Ltd. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
DIMENSIONAL ETF TRUST	553710	32967922	US TARGETED VLU
DIMENSIONAL ETF TRUST	704459	32820737	US MKTWIDE VALUE
DIMENSIONAL ETF TRUST	455789	31754826	US SMALL CAP ETF
DIMENSIONAL ETF TRUST	122433	9080820	US EQUITY MARKET
DIMENSIONAL ETF TRUST	147600	7365224	INTERNATNAL VAL
NVIDIA CORPORATION	19805	3693634	COM
APPLE INC	7504	2040113	COM
TESLA INC	2993	1346012	COM
COCA COLA CO	15255	1066459	COM
AMAZON COM INC	3347	772555	COM
MICROSOFT CORP	1250	604466	COM
META PLATFORMS INC	834	550515	CL A
CARTER BANKSHARES INC	26681	524548	COM NEW
SOUTHSTATE BK CORP	4604	433282	COM
AT&T INC	14627	363338	COM
ALPHABET INC	1125	352125	CAP STK CL A
DIMENSIONAL ETF TRUST	8938	339896	US HIGH PROFITAB
EXXON MOBIL CORP	2404	289346	COM
SOUTHERN CO	3292	287055	COM
SCHWAB STRATEGIC TR	10660	279612	US BRD MKT ETF
SHOPIFY INC	1600	257552	CL A SUB VTG SHS
WALMART INC	2236	249090	COM
EXPEDIA GROUP INC	800	226648	COM NEW
ISHARES GOLD TR	2538	206009	ISHARES NEW
GENELUX CORPORATION	40959	178581	COM