Q3 2026 13F · SEC CIK 90108

Richards, Merrill & Peterson, Inc.

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $328.0M
Reported positions: 293
Holdings vs S&P 500, 3 yrs: —
Assets under management: $643.6M

Richards, Merrill & Peterson, Inc. is a wealth manager that reported 293 positions worth $328.0M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Microsoft Corp (MSFT, 5.4%), Apple Inc (AAPL, 5.2%), Amazon Com Inc (AMZN, 4.0%).

Richards, Merrill & Peterson, Inc. holdings largest 50 of 293 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Richards, Merrill & Peterson, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	5.4%	4.0%	34,733	+1.8%	$17.8M
AAPLApple Inc	5.2%	4.9%	51,599	-2.8%	$17.2M
AMZNAmazon Com Inc	4.0%	3.8%	52,751	+4.3%	$13.1M
COSTCostco Wholesale Corporation	3.7%	3.8%	13,361	+4.3%	$12.2M
QQQInvesco Qqq Tr	3.5%	3.7%	15,611	-1.4%	$11.5M
NVDANvidia Corporation	3.4%	3.0%	48,556	+1.3%	$11.1M
GOOGLAlphabet Inc	2.9%	2.9%	27,870	+8.6%	$9.6M
SPYState Str Spdr S&p 500 ETF T	2.2%	2.3%	9,657	-0.2%	$7.4M
MUMicron Technology Inc	1.9%	1.9%	5,960	+15.6%	$6.3M
METAMeta Platforms Inc	1.9%	1.5%	8,476	-0.7%	$6.1M
CVXChevron Corporation	1.7%	1.6%	27,602	-8.8%	$5.6M
SCHDSchwab Strategic Tr	1.7%	1.6%	168,850	+4.1%	$5.5M
CGSDCapital Grp Fixed Incm ETF T	1.7%	1.6%	216,812	+9.3%	$5.5M
JPMJpmorgan Chase & Co	1.6%	1.6%	15,635	-1.2%	$5.2M
SYKStryker Corporation	1.6%	1.8%	18,581	+1.3%	$5.1M
AMATApplied Matls Inc	1.5%	2.2%	9,595	-2.0%	$4.9M
VOOVanguard Index Fds	1.4%	1.5%	6,738	+0.7%	$4.7M
CGGRCapital Group Growth ETF	1.3%	1.3%	90,828	+4.8%	$4.3M
INCMFranklin Templeton ETF Tr	1.2%	1.0%	138,815	+26.0%	$4.0M
CGDVCapital Group Dividend Value	1.1%	1.0%	76,990	+18.6%	$3.8M
RTXRtx Corporation	1.0%	1.1%	18,402	-1.4%	$3.4M
CATCaterpillar Inc	1.0%	1.3%	3,912	-1.6%	$3.2M
PANWPalo Alto Networks Inc	0.9%	0.8%	7,806	+2.4%	$3.1M
GOOGAlphabet Inc	0.9%	1.0%	8,631	-2.0%	$2.9M
CGCBCapital Grp Fixed Incm ETF T	0.9%	0.9%	117,096	+9.2%	$2.9M
AVGOBroadcom Inc	0.9%	0.9%	8,084	+12.5%	$2.8M
PTRBPgim ETF Tr	0.9%	0.9%	71,274	+6.0%	$2.8M
PLTRPalantir Technologies Inc	0.9%	0.6%	14,974	+0.2%	$2.8M
ISRGIntuitive Surgical Inc	0.9%	0.8%	6,863	+8.8%	$2.8M
CSCOCisco Sys Inc	0.8%	1.0%	24,886	-7.3%	$2.7M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.9%	5,361	-2.9%	$2.7M
SMHVaneck ETF Trust	0.8%	0.7%	4,372	+31.3%	$2.7M
VVisa Inc	0.8%	0.8%	7,113	-0.5%	$2.6M
XOMExxonmobil Holdings Corp	0.7%	—	14,922	—	$2.4M
MRKMerck & Co Inc	0.6%	0.6%	14,602	-2.8%	$2.1M
MSMorgan Stanley	0.6%	0.8%	11,073	-2.0%	$2.1M
PVALPutnam Focused Large Capvalue ETF	0.6%	—	38,990	—	$2.1M
HDHome Depot Inc	0.6%	0.8%	7,040	-6.9%	$2.0M
ABBVAbbvie Inc	0.6%	0.6%	7,514	+1.5%	$2.0M
PGProcter & Gamble Co	0.6%	0.6%	13,480	+0.6%	$2.0M
KOCoca Cola Co	0.6%	0.6%	22,103	-0.8%	$1.9M
IJRIshares Tr	0.6%	0.5%	13,716	+23.2%	$1.9M
IBMInternational Business Machs	0.6%	0.8%	8,436	-0.3%	$1.9M
IJHIshares Tr	0.6%	0.6%	25,309	-1.7%	$1.8M
FENIFidelity Covington Trust	0.5%	—	44,314	—	$1.8M
JNJJohnson & Johnson	0.5%	—	6,014	—	$1.6M
CEGConstellation Energy Corp	0.5%	—	6,132	—	$1.6M
AMDAdvanced Micro Devices Inc	0.5%	—	2,517	—	$1.5M
FEGERbb Fund Trust	0.5%	—	30,655	—	$1.5M
LOWLowes Cos Inc	0.5%	0.6%	8,218	-3.3%	$1.5M

What Richards, Merrill & Peterson, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

SMH Vaneck ETF Trust+31.3% shares
INCM Franklin Templeton ETF Tr+26.0% shares
IJR Ishares Tr+23.2% shares
CGDV Capital Group Dividend Value+18.6% shares
MU Micron Technology Inc+15.6% shares
AVGO Broadcom Inc+12.5% shares
CGSD Capital Grp Fixed Incm ETF T+9.3% shares
CGCB Capital Grp Fixed Incm ETF T+9.2% shares

Reduced

Left the top 50

XOM Exxon Mobil Corpwas 0.7%
TXN Texas Instrs Incwas 0.5%
MCD Mcdonalds Corpwas 0.5%
CGMS Capital Grp Fixed Incm ETF Twas 0.5%
TSM Taiwan Semiconductor Manufacwas 0.5%
WM Waste Mgmt Inc Delwas 0.5%
WMT Walmart Incwas 0.5%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$328.0M	293
Q2 2026	$315.1M	285
Q1 2026	$272.6M	283
Q4 2025	$260.9M	273
Q3 2025	$231.6M	215
Q2 2025	$210.3M	200
Q1 2025	$192.3M	494
Q4 2024	$191.4M	502

Questions about Richards, Merrill & Peterson, Inc.'s portfolio

What stocks does Richards, Merrill & Peterson, Inc. own?

Richards, Merrill & Peterson, Inc.'s latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 293 positions worth $328.0M. The largest are Microsoft Corp (MSFT) at 5.4%, Apple Inc (AAPL) at 5.2%, Amazon Com Inc (AMZN) at 4.0%, Costco Wholesale Corporation (COST) at 3.7% and Invesco Qqq Tr (QQQ) at 3.5%.

What did Richards, Merrill & Peterson, Inc. buy last quarter?

In Q3 2026, Richards, Merrill & Peterson, Inc. added Vaneck ETF Trust (SMH) (+31.3% shares), Franklin Templeton ETF Tr (INCM) (+26.0% shares) and Ishares Tr (IJR) (+23.2% shares), compared with its Q2 2026 filing.

What did Richards, Merrill & Peterson, Inc. sell last quarter?

In Q3 2026, Richards, Merrill & Peterson, Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Texas Instrs Inc (TXN), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Capital Grp Fixed Incm ETF T (CGMS), cut from its top 50 Taiwan Semiconductor Manufac (TSM), Chevron Corporation (CVX) (-8.8% shares), Cisco Sys Inc (CSCO) (-7.3% shares) and Home Depot Inc (HD) (-6.9% shares), compared with its Q2 2026 filing.

When is Richards, Merrill & Peterson, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Richards, Merrill & Peterson, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Richards, Merrill & Peterson, Inc. manage?

Richards, Merrill & Peterson, Inc. reported $643.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $328.0M.