Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Randall & Associates Wealth Management (CIK 2011901) reported $148.4M across 56 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FTCS ($18.6M, 12.57%), IEFA ($15.0M, 10.08%), MGK ($12.2M, 8.22%), SDVY ($11.1M, 7.49%), GSLC ($10.8M, 7.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FTCS | FIRST TR EXCHANGE-TRADED FD | $18.6M | 12.57% | 200,990 | Trimmed |
| 2 | IEFA | ISHARES TR | $15.0M | 10.08% | 165,197 | Trimmed |
| 3 | MGK | VANGUARD WORLD FD | $12.2M | 8.22% | 33,191 | Added |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | $11.1M | 7.49% | 281,674 | Added |
| 5 | GSLC | GOLDMAN SACHS ETF TR | $10.8M | 7.27% | 86,224 | Added |
| 6 | EMXC | ISHARES INC | $8.9M | 5.97% | 112,627 | Added |
| 7 | FDL | FIRST TR EXCHANGE-TRADED FD | $8.8M | 5.92% | 172,881 | Trimmed |
| 8 | VO | VANGUARD INDEX FDS | $7.9M | 5.34% | 27,604 | Added |
| 9 | IUSB | ISHARES TR | $6.6M | 4.45% | 143,071 | Added |
| 10 | FIXD | FIRST TR EXCHNG TRADED FD VI | $5.1M | 3.42% | 116,551 | Trimmed |
| 11 | HGER | HARBOR ETF TRUST | $4.4M | 2.97% | 142,162 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $4.2M | 2.86% | 78,402 | Added |
| 13 | AGG | ISHARES TR | $3.8M | 2.56% | 38,303 | Added |
| 14 | PDBC | INVESCO ACTVELY MNGD ETC FD | $2.9M | 1.93% | 165,691 | Trimmed |
| 15 | RODM | LATTICE STRATEGIES TR | $2.5M | 1.71% | 64,516 | Trimmed |
| 16 | HYLS | FIRST TR EXCHANGE-TRADED FD | $2.5M | 1.66% | 60,614 | Added |
| 17 | EMB | ISHARES TR | $2.4M | 1.62% | 25,525 | Added |
| 18 | VMBS | VANGUARD SCOTTSDALE FDS | $1.7M | 1.18% | 37,232 | Added |
| 19 | TDIV | FIRST TR EXCHANGE TRADED FD | $1.7M | 1.16% | 18,317 | Added |
| 20 | GOOG | ALPHABET INC | $991,388 | 0.67% | 3,456 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $993,557 | 0.67% | 5,697 | Added |
| 22 | MSFT | MICROSOFT CORP | $975,028 | 0.66% | 2,634 | Added |
| 23 | AAPL | APPLE INC | $875,068 | 0.59% | 3,448 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $809,822 | 0.55% | 2,753 | Added |
| 25 | AMZN | AMAZON COM INC | $754,146 | 0.51% | 3,621 | Added |
Source: SEC Form 13F filings · as of 2026-03-31