13F HOLDINGS REPORT

RICHARDS, MERRILL & PETERSON, INC.

Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0001398344-26-001367

Total Value

$260.9M

Positions

273

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (273)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	MICROSOFT CORP	MSFT	26,919	$13.0M	4.99%
2	APPLE INC	AAPL	47,576	$12.9M	4.96%
3	COSTCO WHSL CORP NEW	22160K105	12,680	$10.9M	4.19%
4	AMAZON COM INC	AMZN	41,917	$9.7M	3.71%
5	INVESCO QQQ TR	IVZ	15,584	$9.6M	3.67%
6	NVIDIA CORPORATION	NVDA	44,461	$8.3M	3.18%
7	ALPHABET INC	GOOG	21,066	$6.6M	2.53%
8	SPDR S&P 500 ETF TR	SPY	9,436	$6.4M	2.47%
9	CHEVRON CORP NEW	CVX	34,760	$5.3M	2.03%
10	STRYKER CORPORATION	SYK	14,942	$5.3M	2.01%
11	JPMORGAN CHASE & CO.	VYLD	15,376	$5.0M	1.90%
12	META PLATFORMS INC	META	6,766	$4.5M	1.71%
13	VANGUARD INDEX FDS	922908363	6,287	$3.9M	1.51%
14	RTX CORPORATION	RTX	18,851	$3.5M	1.33%
15	HOME DEPOT INC	HD	9,700	$3.3M	1.28%
16	SCHWAB STRATEGIC TR	808524797	120,284	$3.3M	1.26%
17	CAPITAL GRP FIXED INCM ETF T	14020Y409	124,332	$3.2M	1.24%
18	INTUITIVE SURGICAL INC	ISRG	5,668	$3.2M	1.23%
19	CAPITAL GROUP GROWTH ETF	14020G101	69,777	$3.1M	1.19%
20	ALPHABET INC	GOOG	9,303	$2.9M	1.12%
21	BERKSHIRE HATHAWAY INC DEL	BRK-A	5,788	$2.9M	1.12%
22	VISA INC	V	7,956	$2.8M	1.07%
23	PGIM ETF TR	69344A800	63,447	$2.7M	1.02%
24	PALANTIR TECHNOLOGIES INC	PLTR	14,245	$2.5M	0.97%
25	APPLIED MATLS INC	038222105	9,721	$2.5M	0.96%
26	EXXON MOBIL CORP	XOM	19,175	$2.3M	0.88%
27	LOWES COS INC	548661107	9,510	$2.3M	0.88%
28	CAPITAL GRP FIXED INCM ETF T	14020Y508	85,903	$2.3M	0.87%
29	INTERNATIONAL BUSINESS MACHS	INTR	7,605	$2.3M	0.86%
30	CATERPILLAR INC	CAT	3,918	$2.2M	0.86%
31	CISCO SYS INC	CSCO	27,666	$2.1M	0.82%
32	CONSTELLATION ENERGY CORP	CEG	5,103	$1.8M	0.69%
33	MORGAN STANLEY	MS-PQ	10,050	$1.8M	0.68%
34	MCDONALDS CORP	MCD	5,665	$1.7M	0.66%
35	ISHARES TR	464287507	26,177	$1.7M	0.66%
36	BROADCOM INC	AVGO	4,963	$1.7M	0.66%
37	MICRON TECHNOLOGY INC	MU	5,978	$1.7M	0.65%
38	CAPITAL GRP FIXED INCM ETF T	14020Y300	61,327	$1.7M	0.65%
39	PROCTER AND GAMBLE CO	742718109	11,681	$1.7M	0.64%
40	MERCK & CO INC	MRK	15,880	$1.7M	0.64%
41	MEDTRONIC PLC	MDT	16,999	$1.6M	0.63%
42	WALMART INC	WMT	13,740	$1.5M	0.59%
43	ABBVIE INC	ABBV	6,587	$1.5M	0.58%
44	ORACLE CORP	ORCL-PD	7,714	$1.5M	0.58%
45	CAPITAL GROUP DIVIDEND VALUE	14020W106	34,370	$1.5M	0.57%
46	COCA COLA CO	KO	21,343	$1.5M	0.57%
47	FRANKLIN TEMPLETON ETF TR	FGDL	52,510	$1.5M	0.56%
48	WASTE MGMT INC DEL	94106L109	6,663	$1.5M	0.56%
49	HONEYWELL INTL INC	438516106	7,157	$1.4M	0.54%
50	ISHARES TR	464287804	11,562	$1.4M	0.53%
51	US BANCORP DEL	USB-PS	25,922	$1.4M	0.53%
52	T-MOBILE US INC	TMUSZ	6,665	$1.4M	0.52%
53	VERIZON COMMUNICATIONS INC	VZ	32,486	$1.3M	0.51%
54	AVISTA CORP	AVA	34,134	$1.3M	0.50%
55	CAPITAL GRP FIXED INCM ETF T	14020Y102	57,741	$1.3M	0.50%
56	PALO ALTO NETWORKS INC	PANW	6,566	$1.2M	0.46%
57	FEDEX CORP	FDX	4,179	$1.2M	0.46%
58	ABBOTT LABS	ABLZF	9,568	$1.2M	0.46%
59	JOHNSON & JOHNSON	JNJ	5,774	$1.2M	0.46%
60	BLACKSTONE INC	BX	7,741	$1.2M	0.46%
61	QUALCOMM INC	QCOM	6,643	$1.1M	0.44%
62	SALESFORCE INC	CRM	4,239	$1.1M	0.43%
63	EMERSON ELEC CO	EMR	8,407	$1.1M	0.43%
64	ELI LILLY & CO	LLY	1,016	$1.1M	0.42%
65	AMERICAN EXPRESS CO	AXP	2,899	$1.1M	0.41%
66	LEIDOS HOLDINGS INC	LDOS	5,610	$1.0M	0.39%
67	STARBUCKS CORP	SBUX	11,976	$1.0M	0.39%
68	VANGUARD WHITEHALL FDS	921946406	6,987	$1.0M	0.38%
69	NUCOR CORP	NUE	6,076	$991,110	0.38%
70	TEXAS INSTRS INC	882508104	5,644	$979,214	0.38%
71	VANGUARD TAX-MANAGED FDS	921943858	15,020	$938,325	0.36%
72	SNOWFLAKE INC	SNOW	4,258	$934,035	0.36%
73	UNION PAC CORP	UNP	4,033	$932,859	0.36%
74	BLACKROCK INC	BLK	850	$909,351	0.35%
75	SOUTHERN CO	SOMN	10,381	$905,242	0.35%
76	L3HARRIS TECHNOLOGIES INC	LHX	3,074	$902,434	0.35%
77	ISHARES TR	46432F842	9,995	$894,153	0.34%
78	TAIWAN SEMICONDUCTOR MFG LTD	874039100	2,922	$888,068	0.34%
79	SPDR INDEX SHS FDS	78463X459	11,692	$882,086	0.34%
80	ISHARES TR	464287655	3,548	$873,376	0.33%
81	ISHARES TR	464287887	6,145	$867,452	0.33%
82	UBER TECHNOLOGIES INC	UBER	10,601	$866,208	0.33%
83	DANAHER CORPORATION	235851102	3,770	$862,924	0.33%
84	TESLA INC	TSLA	1,871	$841,426	0.32%
85	TRACTOR SUPPLY CO	TSCO	16,770	$838,668	0.32%
86	UNITEDHEALTH GROUP INC	UNH	2,513	$829,515	0.32%
87	AIR PRODS & CHEMS INC	AIIR	3,354	$828,623	0.32%
88	ILLINOIS TOOL WKS INC	452308109	3,173	$781,548	0.30%
89	OREILLY AUTOMOTIVE INC	67103H107	8,415	$767,532	0.29%
90	TRANE TECHNOLOGIES PLC	TT	1,945	$756,983	0.29%
91	DISNEY WALT CO	254687106	6,385	$726,435	0.28%
92	ACCENTURE PLC IRELAND	ACN	2,504	$671,926	0.26%
93	LOCKHEED MARTIN CORP	LMT	1,386	$670,425	0.26%
94	TJX COS INC NEW	872540109	4,341	$666,777	0.26%
95	D R HORTON INC	23331A109	4,495	$647,352	0.25%
96	NIKE INC	NKE	10,093	$643,050	0.25%
97	NETFLIX INC	NFLX	6,826	$640,006	0.25%
98	ISHARES TR	464287606	6,471	$626,910	0.24%
99	FIDELITY COVINGTON TRUST	31609A404	17,035	$623,130	0.24%
100	MASTERCARD INCORPORATED	MA	1,089	$621,882	0.24%
101	ISHARES INC	46434G103	8,899	$598,222	0.23%
102	GRAYSCALE BITCOIN TRUST ETF	GBTC	8,698	$594,595	0.23%
103	AFLAC INC	AFL	5,219	$575,505	0.22%
104	EOS ENERGY ENTERPRISES INC	EOSE	48,945	$560,910	0.21%
105	PIMCO ETF TR	72201R775	5,952	$554,009	0.21%
106	CAPITAL GRP FIXED INCM ETF T	14020Y607	20,825	$548,531	0.21%
107	J P MORGAN EXCHANGE TRADED F	46641Q837	10,580	$535,242	0.21%
108	VANGUARD INDEX FDS	922908512	3,008	$533,518	0.20%
109	RBB FUND TRUST	75526L886	11,515	$530,001	0.20%
110	SYSCO CORP	SYY	7,139	$526,098	0.20%
111	CROWDSTRIKE HLDGS INC	CRWD	1,117	$523,605	0.20%
112	ROCKWELL AUTOMATION INC	ROK	1,333	$518,601	0.20%
113	ISHARES TR	464287309	4,193	$516,829	0.20%
114	BANK AMERICA CORP	060505104	9,331	$513,205	0.20%
115	CAPITAL GROUP CORE BALANCED	14021D107	13,925	$491,970	0.19%
116	LINDE PLC	LIN	1,121	$477,983	0.18%
117	CAPITAL GROUP CORE EQUITY ET	14020V108	11,750	$472,703	0.18%
118	ENOVIX CORPORATION	ENVX	63,010	$460,603	0.18%
119	WORLD GOLD TR	GLDW	5,340	$455,876	0.17%
120	VANGUARD INDEX FDS	922908629	1,562	$453,324	0.17%
121	DUTCH BROS INC	BROS	7,395	$452,722	0.17%
122	ADVANCED MICRO DEVICES INC	AMD	2,080	$445,453	0.17%
123	CONOCOPHILLIPS	COP	4,737	$443,427	0.17%
124	KINDER MORGAN INC DEL	EP-PC	15,922	$437,696	0.17%
125	GOLDMAN SACHS ETF TR	NVGLF	4,935	$420,088	0.16%
126	VANECK ETF TRUST	92189F676	1,156	$416,436	0.16%
127	PAYCHEX INC	PAYX	3,655	$410,020	0.16%
128	ISHARES TR	464287705	3,064	$403,192	0.15%
129	ISHARES TR	464288414	3,750	$401,663	0.15%
130	PACCAR INC	PCAR	3,656	$400,350	0.15%
131	CAPITAL GROUP EQUITY ETF TR	14022A102	13,440	$387,610	0.15%
132	ASML HOLDING N V	ASMLF	360	$385,150	0.15%
133	AMGEN INC	AMGN	1,166	$381,708	0.15%
134	PRUDENTIAL FINL INC	PUKPF	3,341	$377,120	0.14%
135	ISHARES TR	464287200	541	$370,553	0.14%
136	OCCIDENTAL PETE CORP	674599105	8,945	$367,818	0.14%
137	UNITED RENTALS INC	URI	433	$350,331	0.13%
138	ISHARES TR	464287150	2,350	$349,422	0.13%
139	DIMENSIONAL ETF TRUST	25434V302	10,294	$335,276	0.13%
140	SPDR DOW JONES INDL AVERAGE	78467X109	688	$330,632	0.13%
141	TARGET CORP	TGT	3,317	$324,281	0.12%
142	PUTNAM ETF TRUST	746729300	7,075	$322,408	0.12%
143	ISHARES TR	464287465	3,302	$317,116	0.12%
144	BRISTOL-MYERS SQUIBB CO	CELG-RI	5,857	$315,937	0.12%
145	REPUBLIC SVCS INC	760759100	1,485	$314,821	0.12%
146	ISHARES SILVER TR	SLV	4,810	$309,860	0.12%
147	DIMENSIONAL ETF TRUST	25434V500	4,423	$308,122	0.12%
148	GRAYSCALE ETHEREUM MINI TR E	38964R203	10,689	$299,933	0.11%
149	OMNICOM GROUP INC	OMC	3,653	$294,962	0.11%
150	XYLEM INC	XYL	2,075	$282,574	0.11%
151	PROSHARES TR	74348A467	2,707	$281,717	0.11%
152	PHILLIPS 66	PSX	2,153	$277,855	0.11%
153	PEPSICO INC	PEP	1,871	$268,457	0.10%
154	PROLOGIS INC.	PLDGP	2,096	$267,575	0.10%
155	REALTY INCOME CORP	O	4,508	$254,116	0.10%
156	SCHWAB STRATEGIC TR	808524300	7,668	$250,130	0.10%
157	GRAYSCALE BITCOIN MINI TR ET	389930207	6,385	$247,291	0.09%
158	VANGUARD INDEX FDS	922908769	733	$245,685	0.09%
159	ETHAN ALLEN INTERIORS INC	ETD	10,735	$245,187	0.09%
160	CAPITAL GRP FIXED INCM ETF T	14020Y201	8,925	$244,367	0.09%
161	GOLDMAN SACHS GROUP INC	GSCE	277	$243,483	0.09%
162	DIMENSIONAL ETF TRUST	25434V807	4,859	$242,464	0.09%
163	FIRST TR EXCHANGE-TRADED FD	33734H106	5,235	$241,229	0.09%
164	USCF ETF TR	90290T809	10,750	$236,823	0.09%
165	ISHARES TR	464287408	1,113	$236,034	0.09%
166	MARVELL TECHNOLOGY INC	MRVL	2,728	$231,825	0.09%
167	STAG INDL INC	85254J102	6,305	$231,768	0.09%
168	DEVON ENERGY CORP NEW	25179M103	6,104	$223,574	0.09%
169	SCHWAB STRATEGIC TR	808524409	7,192	$212,955	0.08%
170	BLACKROCK MUNI INCOME TR II	BLK	19,650	$205,146	0.08%
171	VANGUARD INTL EQUITY INDEX F	922042858	3,628	$195,041	0.07%
172	RBB FUND TRUST	75526L878	3,925	$189,813	0.07%
173	ISHARES TR	464287226	1,842	$183,979	0.07%
174	DUKE ENERGY CORP NEW	DUKB	1,545	$181,130	0.07%
175	INVESCO EXCH TRD SLF IDX FD	IVZ	2,874	$175,688	0.07%
176	VANGUARD BD INDEX FDS	921937827	2,120	$167,077	0.06%
177	GOLDMAN SACHS ETF TR	NVGLF	3,139	$165,732	0.06%
178	INVESCO EXCHANGE TRADED FD T	IVZ	1,604	$164,282	0.06%
179	VANGUARD INDEX FDS	922908538	547	$152,770	0.06%
180	ALLSTATE CORP	ALL-PJ	725	$150,909	0.06%
181	INVESCO EXCHANGE TRADED FD T	IVZ	1,089	$150,783	0.06%
182	UNITED PARCEL SERVICE INC	UPS	1,474	$146,206	0.06%
183	ISHARES TR	464287457	1,622	$134,334	0.05%
184	AT&T INC	T-PC	5,350	$132,894	0.05%
185	SCHWAB STRATEGIC TR	808524607	4,530	$129,014	0.05%
186	VANGUARD INDEX FDS	922908637	397	$124,976	0.05%
187	BOEING CO	BA-PA	575	$124,844	0.05%
188	SCHWAB CHARLES CORP	SCHW-PJ	1,202	$120,092	0.05%
189	SCHWAB STRATEGIC TR	808524508	3,815	$114,717	0.04%
190	CUMMINS INC	CMI	220	$112,299	0.04%
191	VANGUARD INDEX FDS	922908595	371	$112,083	0.04%
192	GENERAL DYNAMICS CORP	GD	331	$111,434	0.04%
193	DEERE & CO	DE	232	$108,012	0.04%
194	VANGUARD WORLD FD	921910733	870	$105,235	0.04%
195	VANGUARD SCOTTSDALE FDS	92206C664	1,038	$103,302	0.04%
196	AUTOMATIC DATA PROCESSING IN	ADP	401	$103,149	0.04%
197	VANGUARD INDEX FDS	922908744	524	$100,079	0.04%
198	VANGUARD WHITEHALL FDS	921946794	1,094	$98,460	0.04%
199	SCHWAB STRATEGIC TR	808524201	3,494	$94,024	0.04%
200	SPDR INDEX SHS FDS	78463X202	1,380	$88,858	0.03%
201	INVESCO EXCHANGE TRADED FD T	IVZ	1,165	$87,433	0.03%
202	INVESCO EXCHANGE TRADED FD T	IVZ	1,500	$85,710	0.03%
203	FORD MTR CO	345370860	6,455	$84,690	0.03%
204	ISHARES INC	46434G764	1,071	$77,867	0.03%
205	VANGUARD WORLD FD	921910816	185	$76,362	0.03%
206	GOLDMAN SACHS ETF TR	NVGLF	1,500	$76,358	0.03%
207	J P MORGAN EXCHANGE TRADED F	46641Q167	1,014	$72,724	0.03%
208	ISHARES TR	464288356	1,225	$70,389	0.03%
209	COMCAST CORP NEW	CCZ	2,269	$67,820	0.03%
210	SCHWAB STRATEGIC TR	808524862	2,622	$63,898	0.02%
211	J P MORGAN EXCHANGE TRADED F	46641Q332	1,100	$62,964	0.02%
212	VANGUARD INDEX FDS	922908736	121	$59,031	0.02%
213	GENERAL MTRS CO	37045V100	715	$58,144	0.02%
214	ISHARES TR	464287473	379	$53,458	0.02%
215	VANGUARD WORLD FD	921910840	375	$52,935	0.02%
216	ISHARES TR	464287440	499	$47,984	0.02%
217	SELECT SECTOR SPDR TR	81369Y803	312	$44,919	0.02%
218	SELECT SECTOR SPDR TR	81369Y886	1,050	$44,825	0.02%
219	INVESCO EXCHANGE TRADED FD T	IVZ	230	$44,143	0.02%
220	INVESCO EXCH TRD SLF IDX FD	IVZ	1,885	$42,629	0.02%
221	ISHARES TR	464287291	400	$42,000	0.02%
222	INVESCO EXCH TRD SLF IDX FD	IVZ	1,783	$41,615	0.02%
223	ISHARES TR	464288307	510	$40,718	0.02%
224	INTEL CORP	INTC	1,100	$40,590	0.02%
225	SELECT SECTOR SPDR TR	81369Y605	725	$39,708	0.02%
226	SCHWAB STRATEGIC TR	808524771	1,281	$34,856	0.01%
227	SOUTHWEST AIRLS CO	844741108	842	$34,800	0.01%
228	SELECT SECTOR SPDR TR	81369Y209	220	$34,056	0.01%
229	PGIM ETF TR	69344A107	650	$32,234	0.01%
230	DIMENSIONAL ETF TRUST	25434V203	844	$32,147	0.01%
231	VANGUARD SCOTTSDALE FDS	92206C870	361	$30,210	0.01%
232	VANGUARD WHITEHALL FDS	921946810	330	$30,175	0.01%
233	INVESCO EXCHANGE TRADED FD T	IVZ	1,463	$29,824	0.01%
234	ISHARES TR	464287598	135	$28,396	0.01%
235	PHILIP MORRIS INTL INC	718172109	176	$28,244	0.01%
236	ISHARES TR	464287168	200	$28,228	0.01%
237	CITIGROUP INC	C-PR	240	$28,006	0.01%
238	INVESCO EXCHANGE TRADED FD T	IVZ	1,942	$27,460	0.01%
239	ISHARES TR	464287481	186	$25,471	0.01%
240	AMERICAN TOWER CORP NEW	03027X100	145	$25,458	0.01%
241	SELECT SECTOR SPDR TR	81369Y704	160	$24,819	0.01%
242	CROWN CASTLE INC	CCI	275	$24,439	0.01%
243	SELECT SECTOR SPDR TR	81369Y506	520	$23,249	0.01%
244	ISHARES TR	464287671	132	$22,168	0.01%
245	VANECK ETF TRUST	92189F643	200	$20,712	0.01%
246	ISHARES TR	464287614	39	$18,459	0.01%
247	SELECT SECTOR SPDR TR	81369Y407	140	$16,717	0.01%
248	VANGUARD INDEX FDS	922908751	62	$15,993	0.01%
249	VANGUARD INTL EQUITY INDEX F	922042775	216	$15,889	0.01%
250	ISHARES TR	464287325	147	$14,318	0.01%
251	ISHARES TR	464287663	132	$13,535	0.01%
252	ISHARES TR	464287556	75	$12,658	0.00%
253	GOLDMAN SACHS ETF TR	NVGLF	284	$11,222	0.00%
254	MARSH & MCLENNAN COS INC	571748102	59	$10,946	0.00%
255	GOLDMAN SACHS ETF TR	NVGLF	80	$10,590	0.00%
256	VANGUARD SCOTTSDALE FDS	92206C771	207	$9,746	0.00%
257	VANGUARD SCOTTSDALE FDS	92206C680	74	$9,010	0.00%
258	OCCIDENTAL PETE CORP	674599162	406	$7,822	0.00%
259	SELECT SECTOR SPDR TR	81369Y308	95	$7,380	0.00%
260	ISHARES TR	464288448	187	$7,377	0.00%
261	VANGUARD INDEX FDS	922908611	32	$6,777	0.00%
262	INVESCO EXCHANGE TRADED FD T	IVZ	116	$6,569	0.00%
263	ISHARES TR	464288877	86	$6,141	0.00%
264	ISHARES TR	464287242	50	$5,510	0.00%
265	ISHARES TR	464288273	68	$5,272	0.00%
266	ISHARES TR	464287762	77	$5,013	0.00%
267	ISHARES INC	46434G863	106	$4,682	0.00%
268	ISHARES INC	46434G822	50	$4,037	0.00%
269	J P MORGAN EXCHANGE TRADED F	46641Q209	52	$3,543	0.00%
270	VANGUARD BD INDEX FDS	921937819	28	$2,181	0.00%
271	VANGUARD BD INDEX FDS	921937793	31	$2,155	0.00%
272	ISHARES TR	464288281	15	$1,444	0.00%
273	VANGUARD INDEX FDS	922908652	4	$836	0.00%