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The Analysis of Richard Young Associates, Ltd.'s Holdings & P&L

Currently, Richard Young Associates, Ltd. holds 25 types of securities in its portfolio with a total value $131.7M. In the most recent quarter, they have increased their positions in N/A (+690 shares, valued at $330.6K), DFAS (+4.6K shares, valued at $330.0K), DFAT (+5.3K shares, valued at $328.9K); decreased their positions in NVDA (-2.4K shares, valued at $416.1K), DFIV (-1.8K shares, valued at $92.7K), SCHB (-1.9K shares, valued at $47.4K); initiated new positions in N/A (+690 shares, valued at $330.6K), CVX (+1.0K shares, valued at $214.4K).

1M P&L

+3.6M+2.51%

3M P&L

+8.5M+6.07%

HY P&L

+14.4M+10.80%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A119.0M

91.2%

2Semiconductors3.0M

2.3%

3Consumer Electronics1.9M

1.5%

Top Industries by Stock Count

1N/A7 stocks

33.3%

2Oil & Gas Integrated2 stocks

9.5%

3Utilities - Regulated Electric1 stocks

4.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAT DIMENSIONAL ETF TRUST559.0K shares0.95%2026-03-312026-05-07

DFUV DIMENSIONAL ETF TRUST710.0K shares0.79%2026-03-312026-05-07

DFAS DIMENSIONAL ETF TRUST460.4K shares1.02%2026-03-312026-05-07

DFUS DIMENSIONAL ETF TRUST122.0K shares-0.34%2026-03-312026-05-07

DFIV DIMENSIONAL ETF TRUST145.8K shares-1.19%2026-03-312026-05-07

NVDA NVIDIA CORPORATION17.4K shares-12.05%2026-03-312026-05-07

AAPL APPLE INC7.6K shares1.83%2026-03-312026-05-07

KO COCA COLA CO14.9K shares-2.23%2026-03-312026-05-07

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TSLA TESLA INC3.0K shares0.00%2026-03-312026-05-07

AMZN AMAZON COM INC3.5K shares5.47%2026-03-312026-05-07

MSFT MICROSOFT CORP1.8K shares45.76%2026-03-312026-05-07

CARE CARTER BANKSHARES INC25.2K shares-5.50%2026-03-312026-05-07

META META PLATFORMS INC884 shares6.00%2026-03-312026-05-07

T AT&T INC14.2K shares-2.59%2026-03-312026-05-07

XOM EXXON MOBIL CORP2.4K shares0.46%2026-03-312026-05-07

SOUTHSTATE BK CORP SOUTHSTATE BK CORP4.3K shares-6.52%2026-03-312026-05-07

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BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL690 sharesnew addition2026-03-312026-05-07

DUHP DIMENSIONAL ETF TRUST9.0K shares0.26%2026-03-312026-05-07

ALPHABET INC ALPHABET INC1.1K shares0.00%2026-03-312026-05-07

SO SOUTHERN CO3.3K shares0.27%2026-03-312026-05-07

WMT WALMART INC2.2K shares0.00%2026-03-312026-05-07

ISHARES GOLD TR ISHARES GOLD TR2.5K shares0.00%2026-03-312026-05-07

SCHB SCHWAB STRATEGIC TR8.8K shares-17.73%2026-03-312026-05-07

CVX CHEVRON CORPORATION1.0K sharesnew addition2026-03-312026-05-07

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GNLX GENELUX CORPORATION41.0K shares0.00%2026-03-312026-05-07

DFAT

DIMENSIONAL ETF TRUST

0.95%

Shares559.0K

Event2026-03-31

Filed2026-05-07

DFUV

DIMENSIONAL ETF TRUST

0.79%

Shares710.0K

Event2026-03-31

Filed2026-05-07

DFAS

DIMENSIONAL ETF TRUST

1.02%

Shares460.4K

Event2026-03-31

Filed2026-05-07

DFUS

DIMENSIONAL ETF TRUST

-0.34%

Shares122.0K

Event2026-03-31

Filed2026-05-07

DFIV

DIMENSIONAL ETF TRUST

-1.19%

Shares145.8K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

-12.05%

Shares17.4K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

1.83%

Shares7.6K

Event2026-03-31

Filed2026-05-07

COCA COLA CO

-2.23%

Shares14.9K

Event2026-03-31

Filed2026-05-07

TSLA

TESLA INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

5.47%

Shares3.5K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

45.76%

Shares1.8K

Event2026-03-31

Filed2026-05-07

CARE

CARTER BANKSHARES INC

-5.50%

Shares25.2K

Event2026-03-31

Filed2026-05-07