Randall & Associates Wealth Management - Portfolio overview

Randall & Associates Wealth Management has 66 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FTCS - FIRST TR EXCHANGE-TRADED FD, 12.01%
2. IEFA - ISHARES TR, 9.64%
3. MGK - VANGUARD WORLD FD, 7.86%

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

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