StockDriftsStockDriftsTop 29 Richard Young Associates, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 25.95% | 558.6K | $39.0M | -0.06%(-347) | $58.89(+22.56%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 25.9% | 708.4K | $39.0M | -0.22%(-1.60K) | $45.65(+25.62%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 25.38% | 463.8K | $38.2M | +0.74%(+3.41K) | $69.13(+20.96%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 6.57% | 120.7K | $9.9M | -1.10%(-1.34K) | $73.31(+15.44%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.19% | 144.6K | $7.8M | -0.88%(-1.28K) | $48.01(+20.67%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.31% | 17.4K | $3.5M | -0.16%(-27) | $186.54(+18.18%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.49% | 7.7K | $2.2M | +1.31%(+100) | $263.30(+16.47%) | 2026-06-30 | |
| TSLA | TESLA INC | 0.83% | 3.0K | $1.3M | -0.60%(-18) | $447.22(-25.80%) | 2026-06-30 | |
| KO | COCA COLA CO | 0.79% | 14.6K | $1.2M | -2.35%(-350) | $68.12(+27.44%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 0.58% | 3.7K | $872K | +3.63%(+128) | $224.72(+22.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.57% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.18% |
Richard Young Associates, Ltd. reports $150.46M in US-listed equity holdings across 29 positions in its most recent 13F filing. Its largest disclosed positions are DFAT (25.9%), DFUV (25.9%) and DFAS (25.4%). The top 20 holdings account for 98.38% of reported assets. Its disclosed equity book has returned +15.57% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Richard Young Associates, Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107563). View Richard Young Associates, Ltd.’s 13F filings on SEC