Randall & Associates Wealth Management
All 13F Filings
- Location
- Butler, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 161,679
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 7/27/2026 | 52 | 161,679 | 13F-HR | Randall & Associates Wealth Management |
| Q1 2026 | 4/20/2026 | 56 | 148,368 | 13F-HR | Randall & Associates Wealth Management |
| Q4 2025 | 1/14/2026 | 57 | 144,275 | 13F-HR | Randall & Associates Wealth Management |
| Q3 2025 | 10/16/2025 | 47 | 137,752 | 13F-HR | Randall & Associates Wealth Management |
| Q2 2025 | 7/23/2025 | 48 | 130,055 | 13F-HR | Bennett Associates Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 35.42 K | 21.9% | 1.862 K | 0 | 1.862 K |
| ETFs | 126.3 K | 78.1% | 11.45 K | 0 | 11.45 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
161,679
Holdings
52
QoQ value change ($000)
13,311
(9.0%)
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.