Arkolith/Funds/Richard W. Paul & Associates, LLC

Richard W. Paul & Associates, LLC

CIK 1964203
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Richard W. Paul & Associates, LLC holds a diversified book of 319 stocks worth $327.0M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Nike Inc -CL B and trimmed Ishares Core S&P U.S. Growth. Their largest long position is Ishares Core S&P U.S. Value at 6% of the equity book.

Opened
325
bought for the first time
Added to
99
already held, bought more
Trimmed
116
sold some, still holds it
Sold out
15
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
37%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

34% mapped to company sectors

ETF / fund or unclassified
66%
Information Technology
12%
Health Care
5%
Financials
4%
Consumer Discretionary
3%
Industrials
3%
Consumer Staples
2%
Communication Services
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Richard W. Paul & Associates, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$546.8B
ENVESTNET ASSET MANAGEMENT INC80 / 80$96.1B
Creative Planning80 / 80$41.9B
HighTower Advisors, LLC80 / 80$26.0B
Cetera Investment Advisers80 / 80$23.3B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$17.8B
OSAIC HOLDINGS, INC.80 / 80$16.7B
MML INVESTORS SERVICES, LLC80 / 80$13.0B

Ranked by how many of Richard W. Paul & Associates, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

319 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P US VLU
$20.3M184.6K
6.2%
+1.4%
Added · +2K sh
2Ishares TR
CORE S&P US GWT
$18.9M100.7K
5.8%
~0%
Reduced · −34 sh
3Ishares TR
20 YR TR BD ETF
$11.6M134.1K
3.5%
−1.5%
Reduced · −2K sh
4J P Morgan Exchange Traded F
INCOME ETF
$11.4M247.9K
3.5%
+5.6%
Added · +13K sh
5Ishares TR
CORE MSCI EAFE
$11.3M117.4K
3.5%
+1.4%
Added · +2K sh
6Ishares TR
CORE S&P SCP ETF
$10.4M69.8K
3.2%
+0.8%
Added · +571 sh
7Pimco ETF TR
ACTIVE BD ETF
$10.3M111.5K
3.1%
+57%
Added · +40K sh
8Pimco ETF TR
MULTISECTOR BD
$9.9M374.8K
3.0%
+30%
Added · +86K sh
9Invesco Exchange Traded FD T
S&P500 EQL WGT
$8.4M39.6K
2.6%
+3.4%
Added · +1K sh
10Invesco QQQ TR
UNIT SER 1
$8.2M11.1K
2.5%
−3.5%
Reduced · −396 sh
11Ishares TR
MSCI EAFE ETF
$7.6M72.9K
2.3%
+17%
Added · +11K sh
12Ishares Inc
CORE MSCI EMKT
$7.0M84.3K
2.1%
+0.6%
Added · +479 sh
13Fidelity Covington Trust
ENHANCED SML CAP
$6.7M139.1K
2.1%
−2.1%
Reduced · −3K sh
14Apple Inc
COM
$5.2M18.1K
1.6%
−0.5%
Reduced · −93 sh
15Ishares TR
CORE S&P500 ETF
$4.8M6.4K
1.5%
~0%
Added · +3 sh
16Fidelity Merrimack STR TR
TOTAL BD ETF
$4.5M98.8K
1.4%
+2.2%
Added · +2K sh
17Microsoft Corp
COM
$4.4M11.8K
1.4%
+23%
Added · +2K sh
18Ishares TR
CORE UNIVRSL USD
$4.2M91.5K
1.3%
+2.2%
Added · +2K sh
19Nvidia Corporation
COM
$3.9M19.4K
1.2%
−1.2%
Reduced · −230 sh
20Ishares TR
EAFE SML CP ETF
$3.9M46.9K
1.2%
+0.9%
Added · +432 sh
21Ishares TR
MSCI EMG MKT ETF
$3.8M55.4K
1.2%
−1.7%
Reduced · −984 sh
22Ishares TR
CORE S&P MCP ETF
$3.7M47.6K
1.1%
−0.2%
Reduced · −85 sh
23Vanguard Whitehall FDS
INTL HIGH ETF
$3.3M33.7K
1.0%
−8.3%
Reduced · −3K sh
24Ishares TR
CORE INTL AGGR
$2.8M55.6K
0.9%
+1.3%
Added · +729 sh
25Micron Technology Inc
COM
$2.6M2.3K
0.8%
−51%
Reduced · −2K sh
26Ishares TR
CORE 1 5 YR USD
$2.6M53.0K
0.8%
+1.5%
Added · +769 sh
27Ishares TR
CORE US AGGBD ET
$2.4M24.7K
0.7%
−64%
Reduced · −44K sh
28Vanguard Whitehall FDS
HIGH DIV YLD
$2.4M15.1K
0.7%
+0.4%
Added · +64 sh
29Meta Platforms Inc
CL A
$2.4M4.2K
0.7%
+28%
Added · +926 sh
30Amazon Com Inc
COM
$2.4M10.0K
0.7%
+19%
Added · +2K sh
31First TR Exchng Traded FD VI
FT VEST DEEP ETF
$2.3M76.9K
0.7%
+1.0%
Added · +758 sh
32JPMorgan Chase & Co
COM
$2.2M6.9K
0.7%
+9.1%
Added · +571 sh
33Alphabet Inc
CAP STK CL C
$2.1M6.0K
0.6%
−19%
Reduced · −1K sh
34Advanced Micro Devices Inc
COM
$2.1M3.6K
0.6%
−43%
Reduced · −3K sh
35Ishares TR
JPMORGAN USD EMG
$2.1M21.3K
0.6%
+2.3%
Added · +474 sh
36Philip Morris Intl Inc
COM
$2.0M11.1K
0.6%
+1.0%
Added · +109 sh
37Janus Detroit STR TR
HENDERSON MTG
$2.0M44.7K
0.6%
+2.3%
Added · +990 sh
38First TR Exchng Traded FD VI
FT LADD BUFF ETF
$2.0M54.5K
0.6%
+0.2%
Added · +105 sh
39Unitedhealth Group Inc
COM
$1.9M4.7K
0.6%
−2.3%
Reduced · −112 sh
40Broadcom Inc
COM
$1.9M5.1K
0.6%
+0.4%
Added · +19 sh
41Abbvie Inc
COM
$1.9M7.6K
0.6%
+8.1%
Added · +570 sh
42ASML Hldg NV
N Y REGISTRY SHS
$1.9M950
0.6%
−22%
Reduced · −268 sh
43United Parcel Svcs Inc
CL B
$1.9M17.3K
0.6%
+12%
Added · +2K sh
44Ishares TR
GLB INFRASTR ETF
$1.7M25.8K
0.5%
+1.7%
Added · +439 sh
45SPDR Series Trust
ST STR P500ETF
$1.7M19.4K
0.5%
−1.3%
Reduced · −260 sh
46Seagate Technology HLDNGS PL
ORD SHS
$1.7M1.8K
0.5%
−52%
Reduced · −2K sh
47Align Technology Inc
COM
$1.7M10.1K
0.5%
−1.2%
Reduced · −122 sh
48Ishares TR
MSCI CHINA ETF
$1.7M32.9K
0.5%
+4.5%
Added · +1K sh
49Norwegian Cruise Line Hldgs
SHS
$1.6M76.1K
0.5%
+18%
Added · +12K sh
50Home Depot Inc
COM
$1.6M4.4K
0.5%
+39%
Added · +1K sh
Showing 50 of 319 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026320$327.0M13F-HR
Q1 2026Mar 31, 2026May 13, 2026300$297.1M13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026294$301.2M13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025316$292.9M13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025337$276.6M13F-HR
Q1 2025Mar 31, 2025May 12, 2025337$255.0M13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025513$274.5M13F-HR
Q3 2024Sep 30, 2024Oct 17, 2024506$278.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.