Richard W. Paul & Associates, LLC
All 13F Filings
- Location
- Novi, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 327,014
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 320 | 327,014 | 13F-HR | Richard W. Paul & Associates, LLC |
| Q1 2026 | 5/13/2026 | 300 | 297,117 | 13F-HR | Richard W. Paul & Associates, LLC |
| Q4 2025 | 2/12/2026 | 294 | 301,185 | 13F-HR | Richard W. Paul & Associates, LLC |
| Q3 2025 | 11/13/2025 | 316 | 292,950 | 13F-HR | Richard W. Paul & Associates, LLC |
| Q2 2025 | 8/12/2025 | 337 | 276,611 | 13F-HR | Richard W. Paul & Associates, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 120.5 K | 36.8% | 6.707 K | 0 | 6.707 K |
| ETFs | 206.3 K | 63.1% | 23.22 K | 0 | 23.22 K |
| Debt | 271 | 0.1% | 0 | 35 | -35 |
| Other | 5 | 0.0% | 0 | 11 | -11 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
327,014
Holdings
320
QoQ value change ($000)
29,897
(10.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.