Institutions / Richard W. Paul & Associates, LLC
Richard W. Paul & Associates, LLC
CIK 1964203 · Institution · as of Dec 31, 2025
Portfolio value
$301.18M
Positions
294
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 294 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $17.93M | 6.0% |
| iShares Tr | $17.32M | 5.8% |
| iShares Tr | $15.28M | 5.1% |
| iShares Tr | $13.42M | 4.5% |
| iShares MSCI UAE ETF | $11.30M | 3.8% |
| iShares Tr | $10.64M | 3.5% |
| J P Morgan Exchange Traded F | $10.43M | 3.5% |
| PIMCO ETF Tr | $7.41M | 2.5% |
| Invesco Exchange Traded Fd T | $7.36M | 2.4% |
| Invesco Qqq Tr | $6.93M | 2.3% |
| iShares Inc | $6.03M | 2.0% |
| iShares Tr | $6.01M | 2.0% |
| Apple Inc. | $4.93M | 1.6% |
| iShares Tr | $4.69M | 1.6% |
| Microsoft Corp | $4.52M | 1.5% |
| iShares Tr | $3.75M | 1.2% |
| NVIDIA Corp | $3.69M | 1.2% |
| iShares Tr | $3.64M | 1.2% |
| Vanguard Whitehall Fds | $3.39M | 1.1% |
| iShares Tr | $3.16M | 1.0% |
| iShares Tr | $3.10M | 1.0% |
| iShares Tr | $2.39M | 0.8% |
| Alphabet Inc. | $2.38M | 0.8% |
| iShares Tr | $2.27M | 0.8% |
| Fidelity Ethereum Fd | $2.20M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.