Richard Young Associates, Ltd. - Portfolio Stock Holdings

Richard Young Associates, Ltd. disclosed 33 stock positions in a recent SEC 13F filing. $154,535,648 of stock holdings were filed, with the largest holdings including DFUV, DFAT, and DFAS. This filing represented positions held on Sept. 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.