Richard P Slaughter Associates Inc

CIK 0001811783 • 6 13F filings • Apr 10, 2025 – Jul 13, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $428.2M125 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.1M	0.2%	5,101 SH
AIR LEASE CORP	CL A	$786K	0.2%	16,269 SH
ALPHABET INC	CAP STK CL C	$3.1M	0.7%	19,783 SH
AMAZON COM INC	COM	$4.6M	1.1%	24,018 SH
ANGEL OAK FUNDS TRUST	OAK ULTRASHORT	$35.5M	8.3%	694,431 SH
APPLE INC	COM	$12.9M	3.0%	57,991 SH
AT&T INC	COM	$1.3M	0.3%	45,074 SH
AUTOMATIC DATA PROCESSING IN	COM	$304K	0.1%	994 SH
BANK AMERICA CORP	COM	$697K	0.2%	16,698 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.3M	0.8%	6,238 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$839K	0.2%	16,019 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$623K	0.1%	12,362 SH
BLACKROCK INC	COM	$345K	0.1%	364 SH
BRISTOL-MYERS SQUIBB CO	COM	$325K	0.1%	5,327 SH
BROADCOM INC	COM	$2.0M	0.5%	11,823 SH
CAPITAL ONE FINL CORP	COM	$231K	0.1%	1,290 SH
CATALYST PHARMACEUTICALS INC	COM	$2.7M	0.6%	111,494 SH
CHECK POINT SOFTWARE TECH LT	ORD	$2.3M	0.5%	10,005 SH
CHEVRON CORP NEW	COM	$264K	0.1%	1,579 SH
CITIGROUP INC	COM NEW	$387K	0.1%	5,457 SH
COCA COLA CO	COM	$795K	0.2%	11,100 SH
COLUMBIA ETF TR II	EM CORE EX ETF	$5.4M	1.3%	181,597 SH
COSTCO WHSL CORP NEW	COM	$1.2M	0.3%	1,231 SH
CUMMINS INC	COM	$307K	0.1%	978 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$831K	0.2%	25,188 SH
ELI LILLY & CO	COM	$1.7M	0.4%	2,005 SH
EXXON MOBIL CORP	COM	$3.3M	0.8%	28,103 SH
FIDELITY COVINGTON TRUST	ENHANCED MID	$36.0M	8.4%	1,149,285 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$7.5M	1.7%	116,886 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.2M	0.5%	73,433 SH
FISERV INC	COM	$265K	0.1%	1,200 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$1.4M	0.3%	40,214 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US	$20.2M	4.7%	317,756 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$287K	0.1%	3,776 SH
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$531K	0.1%	13,802 SH
HOME DEPOT INC	COM	$1.0M	0.2%	2,811 SH
HSBC HLDGS PLC	SPON ADR NEW	$345K	0.1%	6,006 SH
INNOVATOR ETFS TRUST	NASDAQ 100 MANA	$7.4M	1.7%	275,550 SH
INNOVATOR ETFS TRUST	PREM INC 40 BARR	$312K	0.1%	13,102 SH
INNOVATOR ETFS TRUST	PREM INCM 30 BAR	$540K	0.1%	22,038 SH
INNOVATOR ETFS TRUST	PREM INCM 40 BAR	$268K	0.1%	10,945 SH
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$3.3M	0.8%	78,062 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$625K	0.1%	3,774 SH
IRON MTN INC DEL	COM	$219K	0.1%	2,544 SH
ISHARES INC	CORE MSCI EMKT	$5.5M	1.3%	102,593 SH
ISHARES INC	ESG AWR MSCI EM	$309K	0.1%	8,851 SH
ISHARES TR	CORE MSCI EAFE	$2.2M	0.5%	29,678 SH
ISHARES TR	CORE TOTAL USD	$1.0M	0.2%	22,121 SH
ISHARES TR	EAFE SML CP ETF	$467K	0.1%	7,349 SH
ISHARES TR	ESG AW MSCI EAFE	$1.0M	0.2%	12,377 SH
ISHARES TR	IBONDS 25 TRM HG	$219K	0.1%	9,404 SH
ISHARES TR	IBONDS 26 TRM TS	$660K	0.2%	28,790 SH
ISHARES TR	IBONDS DEC 26	$387K	0.1%	15,158 SH
ISHARES TR	MORNINGSTR US EQ	$391K	0.1%	5,056 SH
ISHARES TR	MSCI EAFE ETF	$14K	0.0%	15,400 SH
ISHARES TR	MSCI INTL QUALTY	$10.5M	2.5%	264,626 SH
ISHARES TR	MSCI USA QLT FCT	$5.2M	1.2%	30,530 SH
ISHARES TR	MSCI USA VALUE	$432K	0.1%	4,049 SH
ISHARES TR	RUS 1000 GRW ETF	$216K	0.1%	598 SH
ISHARES TR	RUS 1000 VAL ETF	$351K	0.1%	1,865 SH
ISHARES TR	RUS TP200 GR ETF	$41.2M	9.6%	195,535 SH
ISHARES TR	RUS TP200 VL ETF	$34.3M	8.0%	417,093 SH
ISHARES TR	U.S. TECH ETF	$1.1M	0.3%	7,950 SH
ISHARES U S ETF TR	SHORT MATURITY M	$2.5M	0.6%	49,761 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$631K	0.1%	11,969 SH
J P MORGAN EXCHANGE TRADED F	DIVERSFED RTRN	$1.3M	0.3%	12,562 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$40.0M	9.3%	627,065 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.6M	0.8%	71,139 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$3.6M	0.8%	70,738 SH
JABIL INC	COM	$1.1M	0.2%	7,814 SH
JOHNSON & JOHNSON	COM	$1.2M	0.3%	7,270 SH
JPMORGAN CHASE & CO.	COM	$3.5M	0.8%	14,450 SH
MANULIFE FINL CORP	COM	$350K	0.1%	11,238 SH
MARSH & MCLENNAN COS INC	COM	$278K	0.1%	1,141 SH
MASTERCARD INCORPORATED	CL A	$1.0M	0.2%	1,853 SH
META PLATFORMS INC	CL A	$3.0M	0.7%	5,239 SH
MICROSOFT CORP	COM	$7.1M	1.7%	18,891 SH
MORGAN STANLEY	COM NEW	$425K	0.1%	3,645 SH
NEOS ETF TRUST	NEOS ENH INC 1-3	$29.1M	6.8%	587,252 SH
NETFLIX INC	COM	$1.0M	0.2%	1,086 SH
NEW YORK LIFE INVESTMENTS ET	NYLI HEDGE MULTI	$221K	0.1%	7,053 SH
NEXTERA ENERGY INC	COM	$377K	0.1%	5,316 SH
NVIDIA CORPORATION	COM	$5.9M	1.4%	54,037 SH
OLD REP INTL CORP	COM	$357K	0.1%	9,107 SH
OPERA LTD	SPONSORED ADS	$1.1M	0.3%	68,647 SH
PEPSICO INC	COM	$252K	0.1%	1,680 SH
PERMIAN RESOURCES CORP	CLASS A COM	$201K	0.0%	14,525 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$1.6M	0.4%	15,468 SH
PIMCO ETF TR	MULTISECTOR BD	$960K	0.2%	36,424 SH
PIMCO ETF TR	MUNI INCOME OPP	$259K	0.1%	5,780 SH
PROCORE TECHNOLOGIES INC	COM	$1.3M	0.3%	36,000 SH
PROCTER AND GAMBLE CO	COM	$987K	0.2%	5,789 SH
ROYAL BK CDA	COM	$204K	0.0%	1,814 SH
SALESFORCE INC	COM	$618K	0.1%	2,302 SH
SANOFI	SPONSORED ADR	$221K	0.1%	3,985 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$218K	0.1%	10,118 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$284K	0.1%	11,331 SH
SHELL PLC	SPON ADS	$925K	0.2%	12,629 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$604K	0.1%	16,588 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$214K	0.1%	5,444 SH
SPDR S&P 500 ETF TR	TR UNIT	$202K	0.0%	361 SH
SPDR SER TR	PORTFOLI S&P1500	$402K	0.1%	5,905 SH
SPDR SER TR	PORTFOLIO AGRGTE	$2.2M	0.5%	85,232 SH
SPDR SER TR	S&P 500 ESG ETF	$1.1M	0.3%	21,047 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.4M	0.3%	8,299 SH
TESLA INC	COM	$1.7M	0.4%	6,662 SH
UNITEDHEALTH GROUP INC	COM	$1.1M	0.3%	2,062 SH
VALMONT INDS INC	COM	$860K	0.2%	3,012 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$2.6M	0.6%	10,711 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$2.9M	0.7%	17,823 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$877K	0.2%	1,706 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.1M	0.3%	6,069 SH
VANGUARD INDEX FDS	SMALL CP ETF	$251K	0.1%	1,130 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$833K	0.2%	3,307 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$761K	0.2%	2,770 SH
VANGUARD INDEX FDS	VALUE ETF	$2.0M	0.5%	11,701 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.5M	0.8%	57,735 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.1M	0.7%	67,909 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$393K	0.1%	3,397 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$341K	0.1%	6,871 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	0.3%	28,054 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$3.4M	0.8%	26,063 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$1.8M	0.4%	5,770 SH
VISA INC	COM CL A	$1.3M	0.3%	3,778 SH
WALMART INC	COM	$1.4M	0.3%	15,531 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001811783-26-000006	—	View
Jan 12, 2026	Q4 2025	13F-HR	0001811783-26-000001	$477.1M	View
Oct 9, 2025