Richard W. Paul & Associates, LLC - Portfolio overview

Richard W. Paul & Associates, LLC has 344 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IUSV - ISHARES TR, 6.12%
2. IUSG - ISHARES TR, 5.14%
3. TLT - ISHARES TR, 3.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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