Randall & Associates Wealth Management
All 13F Filings
- Location
- Butler, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 144,275
- 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 |
|---|---|---|---|---|---|
| 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 | 90.47 K | 62.7% | 7.942 K | 0 | 7.942 K |
| ETFs | 44.92 K | 31.1% | 0 | 1.734 K | -1.734 K |
| Other | 8.885 K | 6.2% | 315 | 0 | 315 |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
144,275
Holdings
57
QoQ value change ($000)
6,523
(4.7%)
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.