Q2 2026 13F · SEC CIK 90108

Richards, Merrill & Peterson, Inc.

Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $315.1M
Reported positions: 285
Holdings vs S&P 500, 3 yrs: —
Assets under management: $643.6M

Richards, Merrill & Peterson, Inc. is a wealth manager that reported 285 positions worth $315.1M in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were Apple Inc (AAPL, 4.9%), Microsoft Corp (MSFT, 4.0%), Amazon Com Inc Com (AMZN, 3.8%).

Richards, Merrill & Peterson, Inc. holdings largest 50 of 285 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	4.9%	4.5%	53,074	+10.0%	$15.4M
MSFTMicrosoft Corp	4.0%	4.3%	34,125	+7.7%	$12.7M
AMZNAmazon Com Inc Com	3.8%	3.7%	50,595	+5.3%	$12.1M
COSTCostco Whsl Corp New	3.8%	4.7%	12,810	+0.4%	$12.0M
QQQInvesco Qqq Tr	3.7%	3.3%	15,835	+1.4%	$11.7M
NVDANvidia Corporation Com	3.0%	3.0%	47,910	+1.4%	$9.6M
GOOGLAlphabet Inc	2.9%	2.4%	25,662	+13.7%	$9.2M
SPYSpdr S&p 500 ETF Tr	2.3%	2.2%	9,677	+3.1%	$7.2M
AMATApplied Matls Inc	2.2%	1.2%	9,790	+2.4%	$7.1M
MUMicron Technology Inc	1.9%	0.8%	5,156	-17.8%	$6.0M
SYKStryker Corporation	1.8%	1.9%	18,351	+13.5%	$5.8M
JPMJpmorgan Chase & Co	1.6%	1.7%	15,824	+0.6%	$5.2M
SCHDSchwab Strategic Tr	1.6%	1.7%	162,179	+6.8%	$5.1M
CGSDCapital Grp Fixed Incm ETF T	1.6%	1.8%	198,353	+6.1%	$5.1M
CVXChevron Corp New	1.6%	2.3%	30,249	-0.2%	$5.0M
METAMeta Platforms Inc Class A	1.5%	1.6%	8,540	+9.6%	$4.8M
VOOVanguard S&p 500 ETF	1.5%	1.4%	6,694	+2.4%	$4.6M
CATCaterpillar Inc Com	1.3%	1.0%	3,976	+2.8%	$4.2M
CGGRCapital Group Growth ETF	1.3%	1.2%	86,679	+2.3%	$4.1M
RTXRtx Corporation Com	1.1%	1.3%	18,656	+1.1%	$3.5M
CGDVCapital Group Dividend Value ETF	1.0%	0.9%	64,890	+9.4%	$3.2M
INCMFranklin Templeton ETF Tr Income Focus E	1.0%	0.8%	110,145	+51.4%	$3.2M
CSCOCisco Sys Inc	1.0%	0.8%	26,837	-3.1%	$3.2M
GOOGAlphabet Inc	1.0%	0.9%	8,804	-1.8%	$3.1M
CGCBCapital Grp Fixed Incm ETF T	0.9%	0.9%	107,277	+18.2%	$2.8M
PTRBPgim ETF Tr	0.9%	1.0%	67,211	+3.1%	$2.8M
BRK-BBerkshire Hathaway Inc Del	0.9%	1.0%	5,522	-6.5%	$2.8M
AVGOBroadcom Inc	0.9%	0.7%	7,186	+9.7%	$2.7M
HDHome Depot Inc Com	0.8%	1.2%	7,559	-23.5%	$2.7M
PANWPalo Alto Networks Inc	0.8%	—	7,626	—	$2.6M
ISRGIntuitive Surgical Inc	0.8%	1.0%	6,310	+6.4%	$2.5M
VVisa Inc Com Cl A	0.8%	0.8%	7,147	-6.5%	$2.5M
IBMInternational Business Machs	0.8%	0.7%	8,461	+5.9%	$2.4M
MSMorgan Stanley Com New	0.8%	0.7%	11,300	+3.8%	$2.4M
SMHVaneck Semiconductor ETF	0.7%	—	3,330	—	$2.2M
XOMExxon Mobil Corp	0.7%	1.1%	15,821	-8.2%	$2.2M
IJHIshares Tr	0.6%	0.7%	25,735	-2.4%	$2.0M
PGProcter & Gamble Co Com	0.6%	0.7%	13,393	+6.6%	$2.0M
MRKMerck & Co. Inc	0.6%	0.7%	15,030	-3.2%	$1.9M
LOWLowes Cos Inc	0.6%	0.8%	8,498	-10.4%	$1.9M
ABBVAbbvie Inc	0.6%	0.5%	7,403	+10.8%	$1.9M
KOCoca Cola Co	0.6%	0.6%	22,279	+1.8%	$1.8M
PLTRPalantir Technologies Inclass Class A	0.6%	0.8%	14,950	+0.0%	$1.7M
TXNTexas Instruments Inc	0.5%	—	5,650	—	$1.7M
MCDMcdonalds Corp Com	0.5%	0.7%	6,115	+1.6%	$1.7M
IJRIshares Core S&p Small Cap ETF	0.5%	—	11,134	—	$1.7M
CGMSCapital Grp Fixed Incm ETF T	0.5%	0.6%	59,622	-0.3%	$1.6M
TSMTaiwan Semiconductor Manufac	0.5%	—	3,363	—	$1.6M
WMWaste Mgmt Inc Del	0.5%	0.6%	7,193	+7.1%	$1.6M
WMTWalmart Inc	0.5%	0.6%	13,892	+0.7%	$1.6M

What Richards, Merrill & Peterson, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 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 and rebuilt each quarter on the day the filing became public. 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
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 Q2 2026 and filed Jul 16, 2026, lists 285 positions worth $315.1M. The largest are Apple Inc (AAPL) at 4.9%, Microsoft Corp (MSFT) at 4.0%, Amazon Com Inc Com (AMZN) at 3.8%, Costco Whsl Corp New (COST) at 3.8% and Invesco Qqq Tr (QQQ) at 3.7%.

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

In Q2 2026, Richards, Merrill & Peterson, Inc. added Franklin Templeton ETF Tr Income Focus E (INCM) (+51.4% shares), Capital Grp Fixed Incm ETF T (CGCB) (+18.2% shares) and Alphabet Inc (GOOGL) (+13.7% shares), compared with its Q1 2026 filing.

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

In Q2 2026, Richards, Merrill & Peterson, Inc. cut from its top 50 Verizon Communications Inc Com (VZ), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Constellation Energy Corp (CEG), cut from its top 50 Medtronic PLC (MDT), cut from its top 50 T-Mobile US Inc (TMUS), Home Depot Inc Com (HD) (-23.5% shares), Micron Technology Inc (MU) (-17.8% shares) and Lowes Cos Inc (LOW) (-10.4% shares), compared with its Q1 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 Sep 30, 2026 is due by Nov 14, 2026; 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 $315.1M.