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: $462.7M96 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$235K	0.1%	1,616 SH	New
ABBVIE INC	COM	$863K	0.2%Prev: 0.2%	3,968 SH	Decreased-1,133 SH
AIR LEASE CORP	CL A	$218K	0.0%Prev: 0.2%	3,358 SH	Decreased-12,911 SH
ALPHABET INC	CAP STK CL C	$5.4M	1.2%Prev: 0.7%	18,731 SH	Increased-1,052 SH
AMAZON COM INC	COM	$3.3M	0.7%Prev: 1.1%	15,814 SH	Decreased-8,204 SH
ANGEL OAK FUNDS TRUST	OAK ULTRASHORT	$34.3M	7.4%Prev: 8.3%	672,971 SH	Decreased-21,460 SH
APPLE INC	COM	$12.4M	2.7%Prev: 3.0%	48,931 SH	Decreased-9,060 SH
AUTOMATIC DATA PROCESSING IN	COM	$345K	0.1%Prev: 0.1%	1,698 SH	Increased+704 SH
BANK AMERICA CORP	COM	$744K	0.2%Prev: 0.2%	15,261 SH	Increased-1,437 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	0.4%Prev: 0.8%	3,696 SH	Decreased-2,542 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$533K	0.1%Prev: 0.2%	10,270 SH	Decreased-5,749 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$742K	0.2%Prev: 0.1%	14,715 SH	Increased+2,353 SH
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$1.4M	0.3%	31,077 SH	New
BONDBLOXX ETF TRUST	BLOOMBERG TWENTY	$1.2M	0.3%	30,892 SH	New
BROADCOM INC	COM	$3.1M	0.7%Prev: 0.5%	9,958 SH	Increased-1,865 SH
CATERPILLAR INC	COM	$303K	0.1%	427 SH	New
CHECK POINT SOFTWARE TECH LT	ORD	$428K	0.1%Prev: 0.5%	2,995 SH	Decreased-7,010 SH
CHEVRON CORPORATION	COM	$211K	0.0%	1,019 SH	New
COLUMBIA ETF TR II	EM CORE EX ETF	$8.6M	1.9%Prev: 1.3%	210,592 SH	Increased+28,995 SH
COSTCO WHOLESALE CORPORATION	COM	$555K	0.1%	557 SH	New
CUMMINS INC	COM	$220K	0.0%Prev: 0.1%	408 SH	Decreased-570 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$979K	0.2%Prev: 0.2%	25,188 SH	Increased
ELI LILLY & CO	COM	$756K	0.2%Prev: 0.4%	822 SH	Decreased-1,183 SH
EXXON MOBIL CORP	COM	$3.7M	0.8%Prev: 0.8%	21,904 SH	Increased-6,199 SH
FIDELITY COVINGTON TRUST	ENHANCED MID	$46.7M	10.1%Prev: 8.4%	1,299,753 SH	Increased+150,468 SH
FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$7.9M	1.7%	48,360 SH	New
GLOBAL X FDS	ARTIFICIAL ETF	$12.9M	2.8%	277,008 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$1.2M	0.3%Prev: 0.3%	28,920 SH	Decreased-11,294 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US	$18.4M	4.0%Prev: 4.7%	246,290 SH	Decreased-71,466 SH
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$1.5M	0.3%Prev: 0.1%	38,656 SH	Increased+24,854 SH
HOME DEPOT INC	COM	$550K	0.1%Prev: 0.2%	1,672 SH	Decreased-1,139 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$629K	0.1%	18,793 SH	New
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$270K	0.1%	6,964 SH	New
INTEL CORP	COM	$248K	0.1%	5,620 SH	New
ISHARES INC	CORE MSCI EMKT	$10.8M	2.3%Prev: 1.3%	154,132 SH	Increased+51,539 SH
ISHARES INC	ESG AWR MSCI EM	$300K	0.1%Prev: 0.1%	6,602 SH	Decreased-2,249 SH
ISHARES TR	CORE MSCI EAFE	$2.6M	0.6%Prev: 0.5%	29,068 SH	Increased-610 SH
ISHARES TR	EAFE SML CP ETF	$479K	0.1%Prev: 0.1%	6,108 SH	Increased-1,241 SH
ISHARES TR	ESG AW MSCI EAFE	$1.6M	0.3%Prev: 0.2%	16,686 SH	Increased+4,309 SH
ISHARES TR	ESG AWARE MSCI	$337K	0.1%	7,170 SH	New
ISHARES TR	MORNINGSTR US EQ	$440K	0.1%Prev: 0.1%	4,891 SH	Increased-165 SH
ISHARES TR	MSCI INTL QUALTY	$8.4M	1.8%Prev: 2.5%	180,877 SH	Decreased-83,749 SH
ISHARES TR	MSCI USA QLT FCT	$858K	0.2%Prev: 1.2%	4,472 SH	Decreased-26,058 SH
ISHARES TR	MSCI USA VALUE	$479K	0.1%Prev: 0.1%	3,369 SH	Increased-680 SH
ISHARES TR	RUS 1000 GRW ETF	$329K	0.1%Prev: 0.1%	771 SH	Increased+173 SH
ISHARES TR	RUS 1000 VAL ETF	$223K	0.0%Prev: 0.1%	1,042 SH	Decreased-823 SH
ISHARES TR	RUS MID CAP ETF	$3.2M	0.7%	33,146 SH	New
ISHARES TR	RUS TP200 GR ETF	$35.5M	7.7%Prev: 9.6%	142,511 SH	Decreased-53,024 SH
ISHARES TR	RUS TP200 VL ETF	$45.3M	9.8%Prev: 8.0%	488,545 SH	Increased+71,452 SH
ISHARES TR	RUSSELL 2000 ETF	$4.5M	1.0%	18,117 SH	New
ISHARES U S ETF TR	SHORT MATURITY M	$4.8M	1.0%Prev: 0.6%	95,450 SH	Increased+45,689 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$846K	0.2%	15,732 SH	New
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$270K	0.1%Prev: 0.1%	4,341 SH	Decreased-7,628 SH
J P MORGAN EXCHANGE TRADED F	DIVERSFED RTRN	$1.1M	0.2%Prev: 0.3%	9,185 SH	Decreased-3,377 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$58.5M	12.7%Prev: 9.3%	772,797 SH	Increased+145,732 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.2M	0.7%Prev: 0.8%	63,389 SH	Decreased-7,750 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$4.8M	1.0%Prev: 0.8%	94,331 SH	Increased+23,593 SH
JABIL INC	COM	$796K	0.2%Prev: 0.2%	2,997 SH	Decreased-4,817 SH
JOHNSON & JOHNSON	COM	$1.5M	0.3%Prev: 0.3%	6,023 SH	Increased-1,247 SH
JPMORGAN CHASE & CO	COM	$2.1M	0.4%	7,020 SH	New
MASTERCARD INCORPORATED	CL A	$666K	0.1%Prev: 0.2%	1,333 SH	Decreased-520 SH
META PLATFORMS INC	CL A	$1.5M	0.3%Prev: 0.7%	2,610 SH	Decreased-2,629 SH
MICROSOFT CORP	COM	$4.3M	0.9%Prev: 1.7%	13,595 SH	Decreased-5,296 SH
MORGAN STANLEY	COM NEW	$265K	0.1%Prev: 0.1%	1,609 SH	Decreased-2,036 SH
NEOS ETF TRUST	NEOS ENH INC 1-3	$34.4M	7.4%Prev: 6.8%	691,026 SH	Increased+103,774 SH
NETFLIX INC.	COM	$518K	0.1%	5,390 SH	New
NEXTERA ENERGY INC	COM	$494K	0.1%Prev: 0.1%	5,316 SH	Increased
NVIDIA CORPORATION	COM	$8.7M	1.9%Prev: 1.4%	50,026 SH	Increased-4,011 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$1.7M	0.4%Prev: 0.4%	16,594 SH	Increased+1,126 SH
PIMCO ETF TR	MULTISECTOR BD	$715K	0.2%Prev: 0.2%	27,309 SH	Decreased-9,115 SH
PROCORE TECHNOLOGIES INC	COM	$1.2M	0.3%Prev: 0.3%	36,000 SH	Decreased
PROCTER & GAMBLE CO	COM	$212K	0.0%	1,467 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$4.8M	1.0%	98,674 SH	New
SCHWAB STRATEGIC TR	GOVERNMENT MONEY	$248K	0.1%	2,460 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$250K	0.1%	1,708 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$405K	0.1%	8,868 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$2.0M	0.4%	31,629 SH	New
T ROWE PRICE ETF INC	SMALL MID CAP	$2.3M	0.5%	62,661 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.1M	0.2%	3,185 SH	New
TESLA INC	COM	$2.2M	0.5%Prev: 0.4%	5,785 SH	Increased-877 SH
VANECK ETF TRUST	SHRT HGH YLD MUN	$308K	0.1%	13,608 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.3M	0.3%Prev: 0.6%	5,090 SH	Decreased-5,621 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$864K	0.2%Prev: 0.7%	4,688 SH	Decreased-13,135 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$937K	0.2%Prev: 0.2%	1,568 SH	Increased-138 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$399K	0.1%Prev: 0.3%	1,835 SH	Decreased-4,234 SH
VANGUARD INDEX FDS	SMALL CP ETF	$204K	0.0%Prev: 0.1%	777 SH	Decreased-353 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$430K	0.1%Prev: 0.2%	1,424 SH	Decreased-1,883 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	0.2%Prev: 0.2%	3,226 SH	Increased+456 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.2M	0.7%Prev: 0.8%	42,565 SH	Decreased-15,170 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$750K	0.2%Prev: 0.7%	13,882 SH	Decreased-54,027 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$844K	0.2%Prev: 0.3%	13,165 SH	Decreased-14,889 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$3.8M	0.8%Prev: 0.8%	26,490 SH	Increased+427 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$7.2M	1.5%Prev: 0.4%	19,509 SH	Increased+13,739 SH
VISA INC	COM CL A	$678K	0.1%Prev: 0.3%	2,244 SH	Decreased-1,534 SH
WALMART INC	COM	$1.7M	0.4%Prev: 0.3%	13,341 SH	Increased-2,190 SH
WORLD GOLD TR	SPDR GLD MINIS	$5.3M	1.1%	57,099 SH	New

Sold (vs prior filing)

AT&T INC — $1.3M
BLACKROCK INC — $345K
BRISTOL-MYERS SQUIBB CO — $325K
CAPITAL ONE FINL CORP — $231K
CATALYST PHARMACEUTICALS INC — $2.7M
CHEVRON CORP NEW — $264K
CITIGROUP INC — $387K
COCA COLA CO — $795K
COSTCO WHSL CORP NEW — $1.2M
FIRST TR EXCH TRADED FD III — $7.5M
FIRST TR EXCHNG TRADED FD VI — $2.2M
FISERV INC — $265K
GOLDMAN SACHS ETF TR — $287K
HSBC HLDGS PLC — $345K
INNOVATOR ETFS TRUST — $7.4M
INNOVATOR ETFS TRUST — $312K
INNOVATOR ETFS TRUST — $540K
INNOVATOR ETFS TRUST — $268K
INNOVATOR ETFS TRUST — $3.3M
INTERACTIVE BROKERS GROUP IN — $625K
… and 36 more

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