Richard Young Associates, Ltd. - Portfolio Stock Holdings

Richard Young Associates, Ltd. disclosed 31 stock positions in a recent SEC 13F filing. $150,456,874 of stock holdings were filed, with the largest holdings including DFAT, DFUV, and DFAS. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,195,344,742 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.