CIK 2107563
Richard Young Associates, Ltd.
Institutional 13F holdings & portfolio
Holdings
25
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–25 of 25
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 554K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 704K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 456K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 122K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 148K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 20K | $1M+ | SH |
| AAPL | APPLE INC | 8K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| KO | COCA COLA CO | 15K | $1M+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 1K | $500K+ | SH |
| META | META PLATFORMS INC | 834 | $500K+ | SH |
| CARE | CARTER BANKSHARES INC | 27K | $500K+ | SH |
| SSB | SOUTHSTATE BK CORP | 5K | $100K–$500K | SH |
| T | AT&T INC | 15K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| DUHP | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| EXPE | EXPEDIA GROUP INC | 800 | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 3K | $100K–$500K | SH |
| GNLX | GENELUX CORPORATION | 41K | $100K–$500K | SH |