account_balance
Investment manager · 13F filer · SEC CIK 2011901
Randall & Associates Wealth Management
Reported value$165Mas of Sep 30, 2026
Positions54 10 new, 8 sold out
Top 10 weight75.0%MGK alone is 12%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MGKVanguard World Fd
12.0%
IEFAiShares Tr
11.8%Added +6%
EMXCiShares Inc
10.7%Added +16%
SDVYFirst Tr Exchange Traded Fd
8.9%
FTCSFirst Tr Exchange-Traded Fd
8.3%Trimmed −20%
FDLFirst Tr Exchange-Traded Fd
6.1%Added +26%
GSLCGoldman Sachs ETF Tr
5.3%Trimmed −3%
VOVanguard Index FDS
4.8%
IUSBiShares Tr
4.3%Added +5%
FIXDFirst Tr Exchng Traded Fd Vi
2.8%Trimmed −8%
AGG2.0%
HGER
MGKVanguard World Fd
12.0%
IEFAiShares Tr
11.8%Added +6%
EMXCiShares Inc
10.7%+16%
SDVYFirst Tr Exchange Traded Fd
8.9%
FTCSFirst Tr Exchange-Traded Fd
8.3%−20%
FDLFirst Tr Exchange-Traded Fd
6.1%
GSLCGoldman Sachs ETF Tr
5.3%
VOVanguard Index FDS
4.8%
IUSB4.3%
FIXD2.8%
AGG2.0%
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
MGK Vanguard World Fd 12.0% Held
IEFA iShares Tr 11.8% Added +6%
EMXC iShares Inc 10.7% Added +16%
SDVY First Tr Exchange Traded Fd 8.9% Held
FTCS First Tr Exchange-Traded Fd 8.3% Trimmed −20%
FDL First Tr Exchange-Traded Fd 6.1% Added +26%
GSLC Goldman Sachs ETF Tr 5.3% Trimmed −3%
VO Vanguard Index FDS 4.8% Held
IUSB iShares Tr 4.3% Added +5%
FIXD First Tr Exchng Traded Fd Vi 2.8% Trimmed −8%
AGG iShares Tr 2.0% Trimmed −13%
HGER Harbor ETF Trust 1.9% Trimmed −28%
What changed
Biggest moves since Jun 30, 2026
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