account_balance
Investment manager · 13F filer · SEC CIK 1964203
Richard W. Paul & Associates, LLC
Reported value$332Mas of Sep 30, 2026
Positions311 16 new, 24 sold out
Top 10 weight35.9%IUSV alone is 6%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IUSViShares Tr
6.4%Added +4%
IUSGiShares Tr
6.1%Added +4%
IEFAiShares Tr
3.6%Added +5%
JPIEJ P Morgan Exchange Traded F
3.4%
IJRiShares Tr
3.0%Added +4%
TLTiShares Tr
3.0%Trimmed −6%
BONDPimco ETF Tr
2.9%
PYLDPimco ETF Tr
2.8%
QQQInvesco QQQ Tr
2.5%
EFAiShares Tr
2.3%
IEMGiShares Inc
2.1%+4%
FESMFidelity Covington Trust
1.9%
IUSViShares Tr
6.4%Added +4%
IUSGiShares Tr
6.1%Added +4%
IEFAiShares Tr
3.6%+5%
JPIEJ P Morgan Exchange Traded F
3.4%
IJRiShares Tr
3.0%+4%
TLTiShares Tr
3.0%
BONDPimco ETF Tr
2.9%
PYLDPimco ETF Tr
2.8%
QQQInvesco QQQ Tr
2.5%
EFA2.3%
IEMG2.1%
FESM1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IUSV iShares Tr 6.4% Added +4%
IUSG iShares Tr 6.1% Added +4%
IEFA iShares Tr 3.6% Added +5%
JPIE J P Morgan Exchange Traded F 3.4% Held
IJR iShares Tr 3.0% Added +4%
TLT iShares Tr 3.0% Trimmed −6%
BOND Pimco ETF Tr 2.9% Held
PYLD Pimco ETF Tr 2.8% Held
QQQ Invesco QQQ Tr 2.5% Held
EFA iShares Tr 2.3% Held
IEMG iShares Inc 2.1% Added +4%
FESM Fidelity Covington Trust 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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