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: $490.5M115 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$249K	0.1%Prev: 0.1%	1,635 SH	Increased+19 SH
ABBVIE INC	COM	$946K	0.2%Prev: 0.2%	5,096 SH	Increased+1,128 SH
AIR LEASE CORP	CL A	$239K	0.0%Prev: 0.0%	4,091 SH	Increased+733 SH
ALPHABET INC	CAP STK CL C	$4.4M	0.9%Prev: 1.2%	25,009 SH	Decreased+6,278 SH
AMAZON COM INC	COM	$5.8M	1.2%Prev: 0.7%	26,599 SH	Increased+10,785 SH
ANGEL OAK FUNDS TRUST	OAK ULTRASHORT	$35.5M	7.2%Prev: 7.4%	696,001 SH	Increased+23,030 SH
APPLE INC	COM	$12.8M	2.6%Prev: 2.7%	62,235 SH	Increased+13,304 SH
AT&T INC	COM	$604K	0.1%	20,855 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$590K	0.1%Prev: 0.1%	1,913 SH	Increased+215 SH
BANK AMERICA CORP	COM	$859K	0.2%Prev: 0.2%	18,153 SH	Increased+2,892 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.3M	0.7%Prev: 0.4%	6,838 SH	Increased+3,142 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.1M	0.2%Prev: 0.1%	21,112 SH	Increased+10,842 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$581K	0.1%Prev: 0.2%	11,523 SH	Decreased-3,192 SH
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$4.5M	0.9%Prev: 0.3%	96,970 SH	Increased+65,893 SH
BONDBLOXX ETF TRUST	BLOOMBERG TWENTY	$3.7M	0.7%Prev: 0.3%	95,076 SH	Increased+64,184 SH
BROADCOM INC	COM	$3.3M	0.7%Prev: 0.7%	12,049 SH	Increased+2,091 SH
CAPITAL ONE FINL CORP	COM	$274K	0.1%	1,290 SH	New
CATALYST PHARMACEUTICALS INC	COM	$1.2M	0.3%	56,880 SH	New
CHECK POINT SOFTWARE TECH LT	ORD	$1.4M	0.3%Prev: 0.1%	6,372 SH	Increased+3,377 SH
COCA COLA CO	COM	$840K	0.2%	11,874 SH	New
COLUMBIA ETF TR II	EM CORE EX ETF	$6.5M	1.3%Prev: 1.9%	190,789 SH	Decreased-19,803 SH
COSTCO WHSL CORP NEW	COM	$1.3M	0.3%	1,327 SH	New
CUMMINS INC	COM	$234K	0.0%Prev: 0.0%	714 SH	Increased+306 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$903K	0.2%Prev: 0.2%	25,188 SH	Decreased
ELI LILLY & CO	COM	$1.7M	0.3%Prev: 0.2%	2,165 SH	Increased+1,343 SH
EXXON MOBIL CORP	COM	$2.6M	0.5%Prev: 0.8%	24,481 SH	Decreased+2,577 SH
FIDELITY COVINGTON TRUST	ENHANCED MID	$45.8M	9.3%Prev: 10.1%	1,331,843 SH	Decreased+32,090 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$2.0M	0.4%	30,704 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.8M	0.4%	57,653 SH	New
FISERV INC	COM	$207K	0.0%	1,200 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$1.2M	0.2%Prev: 0.3%	30,347 SH	Decreased+1,427 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US	$20.4M	4.2%Prev: 4.0%	298,022 SH	Increased+51,732 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$231K	0.0%	2,831 SH	New
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$1.4M	0.3%Prev: 0.3%	35,827 SH	Decreased-2,829 SH
HOME DEPOT INC	COM	$1.2M	0.2%Prev: 0.1%	3,151 SH	Increased+1,479 SH
HSBC HLDGS PLC	SPON ADR NEW	$250K	0.1%	4,112 SH	New
INNOVATOR ETFS TRUST	NASDAQ 100 MANA	$752K	0.2%	25,209 SH	New
INNOVATOR ETFS TRUST	PREM INCM 30 BAR	$469K	0.1%	19,043 SH	New
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$1.8M	0.4%	40,836 SH	New
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$13.7M	2.8%Prev: 0.1%	376,720 SH	Increased+369,756 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$434K	0.1%	7,824 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$215K	0.0%	730 SH	New
IRON MTN INC DEL	COM	$229K	0.0%	2,229 SH	New
ISHARES INC	CORE MSCI EMKT	$6.8M	1.4%Prev: 2.3%	113,388 SH	Decreased-40,744 SH
ISHARES INC	ESG AWR MSCI EM	$211K	0.0%Prev: 0.1%	5,386 SH	Decreased-1,216 SH
ISHARES TR	CORE MSCI EAFE	$2.7M	0.6%Prev: 0.6%	32,726 SH	Increased+3,658 SH
ISHARES TR	CORE TOTAL USD	$515K	0.1%	11,147 SH	New
ISHARES TR	EAFE SML CP ETF	$528K	0.1%Prev: 0.1%	7,269 SH	Increased+1,161 SH
ISHARES TR	ESG AW MSCI EAFE	$1.4M	0.3%Prev: 0.3%	15,523 SH	Decreased-1,163 SH
ISHARES TR	ESG AWARE MSCI	$371K	0.1%Prev: 0.1%	8,982 SH	Increased+1,812 SH
ISHARES TR	IBONDS 26 TRM TS	$812K	0.2%	35,425 SH	New
ISHARES TR	MORNINGSTR US EQ	$434K	0.1%Prev: 0.1%	5,056 SH	Decreased+165 SH
ISHARES TR	MSCI EAFE ETF	$37K	0.0%	14,300 SH	New
ISHARES TR	MSCI INTL QUALTY	$9.5M	1.9%Prev: 1.8%	219,213 SH	Increased+38,336 SH
ISHARES TR	MSCI USA QLT FCT	$2.7M	0.6%Prev: 0.2%	14,783 SH	Increased+10,311 SH
ISHARES TR	MSCI USA VALUE	$478K	0.1%Prev: 0.1%	4,221 SH	Decreased+852 SH
ISHARES TR	RUS 1000 GRW ETF	$336K	0.1%Prev: 0.1%	791 SH	Increased+20 SH
ISHARES TR	RUS 1000 VAL ETF	$202K	0.0%Prev: 0.0%	1,042 SH	Decreased
ISHARES TR	RUS MID CAP ETF	$4.5M	0.9%Prev: 0.7%	48,604 SH	Increased+15,458 SH
ISHARES TR	RUS TP200 GR ETF	$47.3M	9.6%Prev: 7.7%	191,684 SH	Increased+49,173 SH
ISHARES TR	RUS TP200 VL ETF	$42.9M	8.7%Prev: 9.8%	509,205 SH	Decreased+20,660 SH
ISHARES TR	RUSSELL 2000 ETF	$4.9M	1.0%Prev: 1.0%	22,560 SH	Increased+4,443 SH
ISHARES TR	U.S. TECH ETF	$305K	0.1%	1,761 SH	New
ISHARES U S ETF TR	SHORT MATURITY M	$4.2M	0.9%Prev: 1.0%	83,507 SH	Decreased-11,943 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$245K	0.0%Prev: 0.1%	4,341 SH	Decreased
J P MORGAN EXCHANGE TRADED F	DIVERSFED RTRN	$1.0M	0.2%Prev: 0.2%	9,764 SH	Decreased+579 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$51.4M	10.5%Prev: 12.7%	726,790 SH	Decreased-46,007 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.8M	0.8%Prev: 0.7%	75,078 SH	Increased+11,689 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$4.3M	0.9%Prev: 1.0%	84,797 SH	Decreased-9,534 SH
JABIL INC	COM	$997K	0.2%Prev: 0.2%	4,573 SH	Increased+1,576 SH
JOHNSON & JOHNSON	COM	$1.2M	0.2%Prev: 0.3%	7,866 SH	Decreased+1,843 SH
JPMORGAN CHASE & CO.	COM	$3.9M	0.8%	13,344 SH	New
MANULIFE FINL CORP	COM	$275K	0.1%	8,614 SH	New
MARSH & MCLENNAN COS INC	COM	$249K	0.1%	1,141 SH	New
MASTERCARD INCORPORATED	CL A	$1.2M	0.2%Prev: 0.1%	2,153 SH	Increased+820 SH
META PLATFORMS INC	CL A	$4.2M	0.9%Prev: 0.3%	5,733 SH	Increased+3,123 SH
MICROCHIP TECHNOLOGY INC.	COM	$215K	0.0%	3,055 SH	New
MICROSOFT CORP	COM	$10.3M	2.1%Prev: 0.9%	20,762 SH	Increased+7,167 SH
MORGAN STANLEY	COM NEW	$245K	0.0%Prev: 0.1%	1,740 SH	Decreased+131 SH
NEOS ETF TRUST	NEOS ENH INC 1-3	$29.8M	6.1%Prev: 7.4%	600,007 SH	Decreased-91,019 SH
NETFLIX INC	COM	$1.6M	0.3%	1,218 SH	New
NEXTERA ENERGY INC	COM	$369K	0.1%Prev: 0.1%	5,316 SH	Decreased
NVIDIA CORPORATION	COM	$9.5M	1.9%Prev: 1.9%	60,083 SH	Increased+10,057 SH
OLD REP INTL CORP	COM	$226K	0.0%	5,875 SH	New
OPERA LTD	SPONSORED ADS	$790K	0.2%	41,800 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$1.9M	0.4%Prev: 0.4%	18,650 SH	Increased+2,056 SH
PIMCO ETF TR	MULTISECTOR BD	$1.2M	0.3%Prev: 0.2%	47,097 SH	Increased+19,788 SH
PROCORE TECHNOLOGIES INC	COM	$1.3M	0.3%Prev: 0.3%	36,000 SH	Increased
PROCTER AND GAMBLE CO	COM	$946K	0.2%	5,937 SH	New
SALESFORCE INC	COM	$702K	0.1%	2,573 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$237K	0.0%	9,965 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$301K	0.1%	10,306 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$533K	0.1%	13,175 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$312K	0.1%	4,167 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$2.1M	0.4%	83,278 SH	New
SPDR SERIES TRUST	S&P 500 ESG ETF	$1.8M	0.4%	30,294 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.0M	0.2%	4,431 SH	New
TESLA INC	COM	$2.2M	0.5%Prev: 0.5%	7,044 SH	Increased+1,259 SH
UNITEDHEALTH GROUP INC	COM	$881K	0.2%	2,824 SH	New
VANECK ETF TRUST	LONG MUNI ETF	$833K	0.2%	49,342 SH	New
VANECK ETF TRUST	SHRT HGH YLD MUN	$341K	0.1%Prev: 0.1%	15,111 SH	Increased+1,503 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$2.1M	0.4%Prev: 0.3%	7,381 SH	Increased+2,291 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.3M	0.3%Prev: 0.2%	7,686 SH	Increased+2,998 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$916K	0.2%Prev: 0.2%	1,613 SH	Decreased+45 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$513K	0.1%Prev: 0.1%	2,633 SH	Increased+798 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$485K	0.1%Prev: 0.1%	1,750 SH	Increased+326 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$709K	0.1%Prev: 0.2%	2,332 SH	Decreased-894 SH
VANGUARD INDEX FDS	VALUE ETF	$325K	0.1%	1,840 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.3M	0.7%Prev: 0.7%	49,706 SH	Increased+7,141 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.1M	0.2%Prev: 0.2%	23,051 SH	Increased+9,169 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$862K	0.2%Prev: 0.2%	15,124 SH	Increased+1,959 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$4.5M	0.9%Prev: 0.8%	34,671 SH	Increased+8,181 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$9.6M	2.0%Prev: 1.5%	26,218 SH	Increased+6,709 SH
VISA INC	COM CL A	$1.6M	0.3%Prev: 0.1%	4,397 SH	Increased+2,153 SH
WALMART INC	COM	$1.7M	0.3%Prev: 0.4%	17,251 SH	Increased+3,910 SH

Sold (vs prior filing)

CATERPILLAR INC — $303K
CHEVRON CORPORATION — $211K
COSTCO WHOLESALE CORPORATION — $555K
FIRST TR EXCHANGE-TRADED FD — $7.9M
GLOBAL X FDS — $12.9M
INNOVATOR ETFS TRUST — $629K
INTEL CORP — $248K
J P MORGAN EXCHANGE TRADED F — $846K
JPMORGAN CHASE & CO — $2.1M
NETFLIX INC. — $518K
PROCTER & GAMBLE CO — $212K
SCHWAB STRATEGIC TR — $4.8M
SCHWAB STRATEGIC TR — $248K
SELECT SECTOR SPDR TR — $250K
SPDR INDEX SHS FDS — $405K
SPDR SERIES TRUST — $2.0M
T ROWE PRICE ETF INC — $2.3M
TAIWAN SEMICONDUCTOR MANUFAC — $1.1M
VANGUARD INDEX FDS — $204K
WORLD GOLD TR — $5.3M

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