RICHARDS, MERRILL & PETERSON, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, RICHARDS, MERRILL & PETERSON, INC. held in its portfolio 272 assets valued at $260,894,932 (i.e. $260.90M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($13.02M), APPLE INC ($12.93M), and COSTCO WHSL CORP NEW ($10.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 272 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
RICHARDS, MERRILL & PETERSON, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 26919 | 13018797 | COM |
| APPLE INC | 47576 | 12934147 | COM |
| COSTCO WHSL CORP NEW | 12680 | 10934813 | COM |
| AMAZON COM INC | 41917 | 9675282 | COM |
| INVESCO QQQ TR | 15584 | 9573477 | UNIT SER 1 |
| NVIDIA CORPORATION | 44461 | 8291916 | COM |
| ALPHABET INC | 21066 | 6593546 | CAP STK CL A |
| SPDR S&P 500 ETF TR | 9436 | 6434304 | TR UNIT |
| CHEVRON CORP NEW | 34760 | 5297782 | COM |
| STRYKER CORPORATION | 14942 | 5251688 | COM |
| JPMORGAN CHASE & CO. | 15376 | 4954369 | COM |
| META PLATFORMS INC | 6766 | 4465900 | CL A |
| VANGUARD INDEX FDS | 6287 | 3942766 | S&P 500 ETF SHS |
| RTX CORPORATION | 18851 | 3457339 | COM |
| HOME DEPOT INC | 9700 | 3337905 | COM |
| SCHWAB STRATEGIC TR | 120284 | 3299399 | US DIVIDEND EQ |
| CAPITAL GRP FIXED INCM ETF T | 124332 | 3233863 | SHORT DURATION |
| INTUITIVE SURGICAL INC | 5668 | 3210128 | COM NEW |
| CAPITAL GROUP GROWTH ETF | 69777 | 3102995 | SHS CREATION UNI |
| ALPHABET INC | 9303 | 2919363 | CAP STK CL C |
| BERKSHIRE HATHAWAY INC DEL | 5788 | 2909338 | CL B NEW |
| VISA INC | 7956 | 2790185 | COM CL A |
| PGIM ETF TR | 63447 | 2667304 | TOTAL RETURN BON |
| PALANTIR TECHNOLOGIES INC | 14245 | 2532049 | CL A |
| APPLIED MATLS INC | 9721 | 2498280 | COM |
| EXXON MOBIL CORP | 19175 | 2307513 | COM |
| LOWES COS INC | 9510 | 2293532 | COM |
| CAPITAL GRP FIXED INCM ETF T | 85903 | 2278139 | CORE BOND ETF |
| INTERNATIONAL BUSINESS MACHS | 7605 | 2252672 | COM |
| CATERPILLAR INC | 3918 | 2244458 | COM |
| CISCO SYS INC | 27666 | 2131110 | COM |
| CONSTELLATION ENERGY CORP | 5103 | 1802884 | COM |
| MORGAN STANLEY | 10050 | 1784178 | COM NEW |
| MCDONALDS CORP | 5665 | 1731375 | COM |
| ISHARES TR | 26177 | 1727695 | CORE S&P MCP ETF |
| BROADCOM INC | 4963 | 1717694 | COM |
| MICRON TECHNOLOGY INC | 5978 | 1706181 | COM |
| CAPITAL GRP FIXED INCM ETF T | 61327 | 1693848 | US MULTI-SECTOR |
| PROCTER AND GAMBLE CO | 11681 | 1674046 | COM |
| MERCK & CO INC | 15880 | 1671523 | COM |
| MEDTRONIC PLC | 16999 | 1632957 | SHS |
| WALMART INC | 13740 | 1530791 | COM |
| ABBVIE INC | 6587 | 1504993 | COM |
| ORACLE CORP | 7714 | 1503575 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 34370 | 1499907 | SHS CREATION UNI |
| COCA COLA CO | 21343 | 1492110 | COM |
| FRANKLIN TEMPLETON ETF TR | 52510 | 1472380 | INCOME FOCUS ETF |
| WASTE MGMT INC DEL | 6663 | 1463861 | COM |
| HONEYWELL INTL INC | 7157 | 1396335 | COM |
| ISHARES TR | 11562 | 1389572 | CORE S&P SCP ETF |
| US BANCORP DEL | 25922 | 1383185 | COM NEW |
| T-MOBILE US INC | 6665 | 1353249 | COM |
| VERIZON COMMUNICATIONS INC | 32486 | 1323152 | COM |
| AVISTA CORP | 34134 | 1315531 | COM |
| CAPITAL GRP FIXED INCM ETF T | 57741 | 1307252 | CORE PLUS INCM |
| PALO ALTO NETWORKS INC | 6566 | 1209457 | COM |
| FEDEX CORP | 4179 | 1207187 | COM |
| ABBOTT LABS | 9568 | 1198784 | COM |
| JOHNSON & JOHNSON | 5774 | 1194932 | COM |
| BLACKSTONE INC | 7741 | 1193181 | COM |
| QUALCOMM INC | 6643 | 1136304 | COM |
| SALESFORCE INC | 4239 | 1122972 | COM |
| EMERSON ELEC CO | 8407 | 1115811 | COM |
| ELI LILLY & CO | 1016 | 1092022 | COM |
| AMERICAN EXPRESS CO | 2899 | 1072659 | COM |
| LEIDOS HOLDINGS INC | 5610 | 1012134 | COM |
| STARBUCKS CORP | 11976 | 1008461 | COM |
| VANGUARD WHITEHALL FDS | 6987 | 1002774 | HIGH DIV YLD |
| NUCOR CORP | 6076 | 991110 | COM |
| TEXAS INSTRS INC | 5644 | 979214 | COM |
| VANGUARD TAX-MANAGED FDS | 15020 | 938325 | VAN FTSE DEV MKT |
| SNOWFLAKE INC | 4258 | 934035 | COM SHS |
| UNION PAC CORP | 4033 | 932859 | COM |
| BLACKROCK INC | 850 | 909351 | COM |
| SOUTHERN CO | 10381 | 905242 | COM |
| L3HARRIS TECHNOLOGIES INC | 3074 | 902434 | COM |
| ISHARES TR | 9995 | 894153 | CORE MSCI EAFE |
| TAIWAN SEMICONDUCTOR MFG LTD | 2922 | 888068 | SPONSORED ADS |
| SPDR INDEX SHS FDS | 11692 | 882086 | S&P GLBDIV ETF |
| ISHARES TR | 3548 | 873376 | RUSSELL 2000 ETF |
| ISHARES TR | 6145 | 867452 | S&P SML 600 GWT |
| UBER TECHNOLOGIES INC | 10601 | 866208 | COM |
| DANAHER CORPORATION | 3770 | 862924 | COM |
| TESLA INC | 1871 | 841426 | COM |
| TRACTOR SUPPLY CO | 16770 | 838668 | COM |
| UNITEDHEALTH GROUP INC | 2513 | 829515 | COM |
| AIR PRODS & CHEMS INC | 3354 | 828623 | COM |
| ILLINOIS TOOL WKS INC | 3173 | 781548 | COM |
| OREILLY AUTOMOTIVE INC | 8415 | 767532 | COM |
| TRANE TECHNOLOGIES PLC | 1945 | 756983 | SHS |
| DISNEY WALT CO | 6385 | 726435 | COM |
| ACCENTURE PLC IRELAND | 2504 | 671926 | SHS CLASS A |
| LOCKHEED MARTIN CORP | 1386 | 670425 | COM |
| TJX COS INC NEW | 4341 | 666777 | COM |
| D R HORTON INC | 4495 | 647352 | COM |
| NIKE INC | 10093 | 643050 | CL B |
| NETFLIX INC | 6826 | 640006 | COM |
| ISHARES TR | 6471 | 626910 | S&P MC 400GR ETF |
| FIDELITY COVINGTON TRUST | 17035 | 623130 | ENHANCED INTL |
| MASTERCARD INCORPORATED | 1089 | 621882 | CL A |
| ISHARES INC | 8899 | 598222 | CORE MSCI EMKT |
| GRAYSCALE BITCOIN TRUST ETF | 8698 | 594595 | SHS REP COM UT |
| AFLAC INC | 5219 | 575505 | COM |
| EOS ENERGY ENTERPRISES INC | 48945 | 560910 | COM CL A |
| PIMCO ETF TR | 5952 | 554009 | ACTIVE BD ETF |
| CAPITAL GRP FIXED INCM ETF T | 20825 | 548531 | SHORT DURATION M |
| J P MORGAN EXCHANGE TRADED F | 10580 | 535242 | ULTRA SHRT ETF |
| VANGUARD INDEX FDS | 3008 | 533518 | MCAP VL IDXVIP |
| RBB FUND TRUST | 11515 | 530001 | FIRST EAGLE GBL |
| SYSCO CORP | 7139 | 526098 | COM |
| CROWDSTRIKE HLDGS INC | 1117 | 523605 | CL A |
| ROCKWELL AUTOMATION INC | 1333 | 518601 | COM |
| ISHARES TR | 4193 | 516829 | S&P 500 GRWT ETF |
| BANK AMERICA CORP | 9331 | 513205 | COM |
| CAPITAL GROUP CORE BALANCED | 13925 | 491970 | SHS |
| LINDE PLC | 1121 | 477983 | SHS |
| CAPITAL GROUP CORE EQUITY ET | 11750 | 472703 | SHS CREATION UNI |
| ENOVIX CORPORATION | 63010 | 460603 | COM |
| WORLD GOLD TR | 5340 | 455876 | SPDR GLD MINIS |
| VANGUARD INDEX FDS | 1562 | 453324 | MID CAP ETF |
| DUTCH BROS INC | 7395 | 452722 | CL A |
| ADVANCED MICRO DEVICES INC | 2080 | 445453 | COM |
| CONOCOPHILLIPS | 4737 | 443427 | COM |
| KINDER MORGAN INC DEL | 15922 | 437696 | COM |
| GOLDMAN SACHS ETF TR | 4935 | 420088 | EQUAL WEIGHT US |
| VANECK ETF TRUST | 1156 | 416436 | SEMICONDUCTR ETF |
| PAYCHEX INC | 3655 | 410020 | COM |
| ISHARES TR | 3064 | 403192 | S&P MC 400VL ETF |
| ISHARES TR | 3750 | 401663 | NATIONAL MUN ETF |
| PACCAR INC | 3656 | 400350 | COM |
| CAPITAL GROUP EQUITY ETF TR | 13440 | 387610 | US SMALL AND MID |
| ASML HOLDING N V | 360 | 385150 | N Y REGISTRY SHS |
| AMGEN INC | 1166 | 381708 | COM |
| PRUDENTIAL FINL INC | 3341 | 377120 | COM |
| ISHARES TR | 541 | 370553 | CORE S&P500 ETF |
| OCCIDENTAL PETE CORP | 8945 | 367818 | COM |
| UNITED RENTALS INC | 433 | 350331 | COM |
| ISHARES TR | 2350 | 349422 | CORE S&P TTL STK |
| DIMENSIONAL ETF TRUST | 10294 | 335276 | EMGR CRE EQT MNG |
| SPDR DOW JONES INDL AVERAGE | 688 | 330632 | UT SER 1 |
| TARGET CORP | 3317 | 324281 | COM |
| PUTNAM ETF TRUST | 7075 | 322408 | FOCUSED LAR CAP |
| ISHARES TR | 3302 | 317116 | MSCI EAFE ETF |
| BRISTOL-MYERS SQUIBB CO | 5857 | 315937 | COM |
| REPUBLIC SVCS INC | 1485 | 314821 | COM |
| ISHARES SILVER TR | 4810 | 309860 | ISHARES |
| DIMENSIONAL ETF TRUST | 4423 | 308122 | US SMALL CAP ETF |
| GRAYSCALE ETHEREUM MINI TR E | 10689 | 299933 | SHS NEW |
| OMNICOM GROUP INC | 3653 | 294962 | COM |
| XYLEM INC | 2075 | 282574 | COM |
| PROSHARES TR | 2707 | 281717 | S&P 500 DV ARIST |
| PHILLIPS 66 | 2153 | 277855 | COM |
| PEPSICO INC | 1871 | 268457 | COM |
| PROLOGIS INC. | 2096 | 267575 | COM |
| REALTY INCOME CORP | 4508 | 254116 | COM |
| SCHWAB STRATEGIC TR | 7668 | 250130 | US LCAP GR ETF |
| GRAYSCALE BITCOIN MINI TR ET | 6385 | 247291 | SHS NEW |
| VANGUARD INDEX FDS | 733 | 245685 | TOTAL STK MKT |
| ETHAN ALLEN INTERIORS INC | 10735 | 245187 | COM |
| CAPITAL GRP FIXED INCM ETF T | 8925 | 244367 | MUNICIPAL INCOME |
| GOLDMAN SACHS GROUP INC | 277 | 243483 | COM |
| DIMENSIONAL ETF TRUST | 4859 | 242464 | INTERNATNAL VAL |
| FIRST TR EXCHANGE-TRADED FD | 5235 | 241229 | SHS |
| USCF ETF TR | 10750 | 236823 | SUMMERHAVEN K1 |
| ISHARES TR | 1113 | 236034 | S&P 500 VAL ETF |
| MARVELL TECHNOLOGY INC | 2728 | 231825 | COM |
| STAG INDL INC | 6305 | 231768 | COM |
| DEVON ENERGY CORP NEW | 6104 | 223574 | COM |
| SCHWAB STRATEGIC TR | 7192 | 212955 | US LCAP VA ETF |
| BLACKROCK MUNI INCOME TR II | 19650 | 205146 | COM |
| VANGUARD INTL EQUITY INDEX F | 3628 | 195041 | FTSE EMR MKT ETF |
| RBB FUND TRUST | 3925 | 189813 | FIRST EAGLE OVER |
| ISHARES TR | 1842 | 183979 | CORE US AGGBD ET |
| DUKE ENERGY CORP NEW | 1545 | 181130 | COM NEW |
| INVESCO EXCH TRD SLF IDX FD | 2874 | 175688 | RUSL 1000 DYNM |
| VANGUARD BD INDEX FDS | 2120 | 167077 | SHORT TRM BOND |
| GOLDMAN SACHS ETF TR | 3139 | 165732 | S&P 500 PREMIUM |
| INVESCO EXCHANGE TRADED FD T | 1604 | 164282 | S&P MDCP QUALITY |
| VANGUARD INDEX FDS | 547 | 152770 | MCAP GR IDXVIP |
| ALLSTATE CORP | 725 | 150909 | COM |
| INVESCO EXCHANGE TRADED FD T | 1089 | 150783 | S&P MDCP MOMNTUM |
| UNITED PARCEL SERVICE INC | 1474 | 146206 | CL B |
| ISHARES TR | 1622 | 134334 | 1 3 YR TREAS BD |
| AT&T INC | 5350 | 132894 | COM |
| SCHWAB STRATEGIC TR | 4530 | 129014 | US SML CAP ETF |
| VANGUARD INDEX FDS | 397 | 124976 | LARGE CAP ETF |
| BOEING CO | 575 | 124844 | COM |
| SCHWAB CHARLES CORP | 1202 | 120092 | COM |
| SCHWAB STRATEGIC TR | 3815 | 114717 | US MID-CAP ETF |
| CUMMINS INC | 220 | 112299 | COM |
| VANGUARD INDEX FDS | 371 | 112083 | SML CP GRW ETF |
| GENERAL DYNAMICS CORP | 331 | 111434 | COM |
| DEERE & CO | 232 | 108012 | COM |
| VANGUARD WORLD FD | 870 | 105235 | ESG US STK ETF |
| VANGUARD SCOTTSDALE FDS | 1038 | 103302 | VNG RUS2000IDX |
| AUTOMATIC DATA PROCESSING IN | 401 | 103149 | COM |
| VANGUARD INDEX FDS | 524 | 100079 | VALUE ETF |
| VANGUARD WHITEHALL FDS | 1094 | 98460 | INTL HIGH ETF |
| SCHWAB STRATEGIC TR | 3494 | 94024 | US LRG CAP ETF |
| SPDR INDEX SHS FDS | 1380 | 88858 | EURO STOXX 50 |
| INVESCO EXCHANGE TRADED FD T | 1165 | 87433 | S&P500 QUALITY |
| INVESCO EXCHANGE TRADED FD T | 1500 | 85710 | S&P SMCP VLU MNT |
| FORD MTR CO | 6455 | 84690 | COM |
| ISHARES INC | 1071 | 77867 | MSCI EMRG CHN |
| VANGUARD WORLD FD | 185 | 76362 | MEGA GRWTH IND |
| GOLDMAN SACHS ETF TR | 1500 | 76358 | DYNAMIC CAL MUNI |
| J P MORGAN EXCHANGE TRADED F | 1014 | 72724 | ACTIVE VALUE ETF |
| ISHARES TR | 1225 | 70389 | CALIF MUN BD ETF |
| COMCAST CORP NEW | 2269 | 67820 | CL A |
| SCHWAB STRATEGIC TR | 2622 | 63898 | SHT TM US TRES |
| J P MORGAN EXCHANGE TRADED F | 1100 | 62964 | EQUITY PREMIUM |
| VANGUARD INDEX FDS | 121 | 59031 | GROWTH ETF |
| GENERAL MTRS CO | 715 | 58144 | COM |
| ISHARES TR | 379 | 53458 | RUS MDCP VAL ETF |
| VANGUARD WORLD FD | 375 | 52935 | MEGA CAP VAL ETF |
| ISHARES TR | 499 | 47984 | 7-10 YR TRSY BD |
| SELECT SECTOR SPDR TR | 312 | 44919 | STATE STREET TEC |
| SELECT SECTOR SPDR TR | 1050 | 44825 | STATE STREET UTI |
| INVESCO EXCHANGE TRADED FD T | 230 | 44143 | S&P500 EQL WGT |
| INVESCO EXCH TRD SLF IDX FD | 1885 | 42629 | BULETSHS 2027 |
| ISHARES TR | 400 | 42000 | GLOBAL TECH ETF |
| INVESCO EXCH TRD SLF IDX FD | 1783 | 41615 | INVSCO BLSH 26 |
| ISHARES TR | 510 | 40718 | MRGSTR MD CP GRW |
| INTEL CORP | 1100 | 40590 | COM |
| SELECT SECTOR SPDR TR | 725 | 39708 | STATE STREET FIN |
| SCHWAB STRATEGIC TR | 1281 | 34856 | FUNDAMENTAL US L |
| SOUTHWEST AIRLS CO | 842 | 34800 | COM |
| SELECT SECTOR SPDR TR | 220 | 34056 | STATE STREET HEA |
| PGIM ETF TR | 650 | 32234 | PGIM ULTRA SH BD |
| DIMENSIONAL ETF TRUST | 844 | 32147 | INTL CORE EQT MK |
| VANGUARD SCOTTSDALE FDS | 361 | 30210 | INT-TERM CORP |
| VANGUARD WHITEHALL FDS | 330 | 30175 | INTL DVD ETF |
| INVESCO EXCHANGE TRADED FD T | 1463 | 29824 | HIG YLD EQ DIV |
| ISHARES TR | 135 | 28396 | RUS 1000 VAL ETF |
| PHILIP MORRIS INTL INC | 176 | 28244 | COM |
| ISHARES TR | 200 | 28228 | SELECT DIVID ETF |
| CITIGROUP INC | 240 | 28006 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 1942 | 27460 | FINL PFD ETF |
| ISHARES TR | 186 | 25471 | RUS MD CP GR ETF |
| AMERICAN TOWER CORP NEW | 145 | 25458 | COM |
| SELECT SECTOR SPDR TR | 160 | 24819 | STATE STREET IND |
| CROWN CASTLE INC | 275 | 24439 | COM |
| SELECT SECTOR SPDR TR | 235 | 24097 | STATE STREET CON |
| SELECT SECTOR SPDR TR | 520 | 23249 | STATE STREET ENE |
| ISHARES TR | 132 | 22168 | CORE S&P US GWT |
| VANECK ETF TRUST | 200 | 20712 | MRNGSTR WDE MOAT |
| ISHARES TR | 39 | 18459 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 62 | 15993 | SMALL CP ETF |
| VANGUARD INTL EQUITY INDEX F | 216 | 15889 | ALLWRLD EX US |
| ISHARES TR | 147 | 14318 | GLOB HLTHCRE ETF |
| ISHARES TR | 132 | 13535 | CORE S&P US VLU |
| ISHARES TR | 75 | 12658 | ISHARES BIOTECH |
| GOLDMAN SACHS ETF TR | 284 | 11222 | TECHNOLOGY OPPOR |
| MARSH & MCLENNAN COS INC | 59 | 10946 | COM |
| GOLDMAN SACHS ETF TR | 80 | 10590 | ACTIVEBETA US LG |
| VANGUARD SCOTTSDALE FDS | 207 | 9746 | MTG-BKD SECS ETF |
| VANGUARD SCOTTSDALE FDS | 74 | 9010 | VNG RUS1000GRW |
| OCCIDENTAL PETE CORP | 406 | 7822 | *W EXP 08/03/202 |
| ISHARES TR | 187 | 7377 | INTL SEL DIV ETF |
| VANGUARD INDEX FDS | 32 | 6777 | SM CP VAL ETF |
| INVESCO EXCHANGE TRADED FD T | 116 | 6569 | S&P500 EQL IND |
| ISHARES TR | 86 | 6141 | EAFE VALUE ETF |
| ISHARES TR | 50 | 5510 | IBOXX INV CP ETF |
| ISHARES TR | 68 | 5272 | EAFE SML CP ETF |
| ISHARES TR | 77 | 5013 | US HLTHCARE ETF |
| ISHARES INC | 106 | 4682 | ESG AWR MSCI EM |
| ISHARES INC | 50 | 4037 | MSCI JAPAN ETF |
| J P MORGAN EXCHANGE TRADED F | 52 | 3543 | DIV RTN INT EQ |
| VANGUARD BD INDEX FDS | 28 | 2181 | INTERMED TERM |
| VANGUARD BD INDEX FDS | 31 | 2155 | LONG TERM BOND |
| ISHARES TR | 15 | 1444 | JPMORGAN USD EMG |
| VANGUARD INDEX FDS | 4 | 836 | EXTEND MKT ETF |
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