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Portfolio (Quarterly) Guide ↗

Richard W. Paul & Associates, LLC

· CIK 0001964203
13F Portfolio $327M AUM 320 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 320 New
Page 9 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XNTK SPDR SERIES TRUST 284.0 $111K 0.03% NEW $390.65 -10.0%
162 GLD SPDR GOLD TR Financial Services 298.0 $110K 0.03% NEW $368.38 +7.7%
163 VMBS VANGUARD SCOTTSDALE FDS 2,253.0 $105K 0.03% NEW $46.81 -2.1%
164 SPTL SPDR SERIES TRUST 3,990.0 $105K 0.03% NEW $26.23 -4.7%
165 BIV VANGUARD BD INDEX FDS 1,266.0 $97K 0.03% NEW $76.70 -2.4%
166 BLV VANGUARD BD INDEX FDS 1,325.0 $91K 0.03% NEW $68.93 -4.9%
167 EMHC SPDR SERIES TRUST 3,274.0 $83K 0.03% NEW $25.44 -2.8%
168 SPLB SPDR SERIES TRUST 3,712.0 $83K 0.03% NEW $22.40 -5.2%
169 SRLN SSGA ACTIVE ETF TR 2,047.0 $82K 0.03% NEW $40.29 +0.5%
170 FTCS FIRST TR EXCHANGE-TRADED FD 829.0 $78K 0.02% NEW $93.92 +6.4%
171 SPYG SPDR SERIES TRUST 648.0 $77K 0.02% NEW $118.99 +0.6%
172 FEDEX FGHT HLDG CO INC 500.0 $76K 0.02% NEW $151.00
173 NET CLOUDFLARE INC Technology 266.0 $65K 0.02% NEW $245.28 +16.4%
174 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 1,215.0 $62K 0.02% NEW $51.05 +31.6%
175 CRWV COREWEAVE INC Technology 576.0 $57K 0.02% NEW $99.54 -17.8%
176 ETH GRAYSCALE ETHEREUM STAKING Financial Services 3,391.0 $51K 0.02% NEW $15.03 +53.6%
177 AMAT APPLIED MATLS INC Technology 65.0 $47K 0.01% NEW $723.00 -38.9%
178 FIXD FIRST TR EXCHNG TRADED FD VI 1,004.0 $44K 0.01% NEW $43.61 -2.2%
179 PLD PROLOGIS INC. Real Estate 315.0 $43K 0.01% NEW $135.47 +3.1%
180 TDIV FIRST TR EXCHANGE TRADED FD 370.0 $43K 0.01% NEW $114.88 -0.7%
Page 9 of 16  ·  320 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.8%
Financial Services 18.1%
Healthcare 15.1%
Consumer Defensive 9.5%
Consumer Cyclical 9.1%
Communication Services 7.1%
Industrials 4.2%
Utilities 2.9%
Energy 1.8%
Basic Materials 1.1%