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: $510.1M101 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$262K	0.1%Prev: 0.1%	1,616 SH	Increased-19 SH
ABBVIE INC	COM	$756K	0.1%Prev: 0.2%	3,006 SH	Decreased-2,090 SH
ADVANCED MICRO DEVICES INC	COM	$216K	0.0%	371 SH	New
ALPHABET INC	CAP STK CL C	$5.7M	1.1%Prev: 0.9%	16,054 SH	Increased-8,955 SH
AMAZON COM INC	COM	$3.0M	0.6%Prev: 1.2%	12,633 SH	Decreased-13,966 SH
AMERICAN CENTY ETF TR	AVA MAR SMA ETF	$2.2M	0.4%	31,618 SH	New
ANGEL OAK FUNDS TRUST	OAK ULTRASHORT	$20.8M	4.1%Prev: 7.2%	408,015 SH	Decreased-287,986 SH
APPLE INC	COM	$12.7M	2.5%Prev: 2.6%	43,747 SH	Decreased-18,488 SH
AUTOMATIC DATA PROCESSING IN	COM	$344K	0.1%Prev: 0.1%	1,535 SH	Decreased-378 SH
BANK OF AMER CORP	COM	$513K	0.1%	8,998 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.3%Prev: 0.7%	2,767 SH	Decreased-4,071 SH
BLACKROCK ETF TRUST	ISHA IN CTRY ETF	$3.8M	0.7%	102,806 SH	New
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$494K	0.1%	9,431 SH	New
BLACKROCK ETF TRUST II	ISHA SH TERM ETF	$576K	0.1%	11,389 SH	New
BONDBLOXX ETF TRUST	BLOO TWEN US ETF	$2.3M	0.4%	60,065 SH	New
BROADCOM INC	COM	$4.0M	0.8%Prev: 0.7%	10,485 SH	Increased-1,564 SH
CATERPILLAR INC	COM	$470K	0.1%	441 SH	New
COLUMBIA ETF TR II	EM CORE EX ETF	$13.6M	2.7%Prev: 1.3%	257,828 SH	Increased+67,039 SH
COSTCO WHOLESALE CORPORATION	COM	$320K	0.1%	342 SH	New
CUMMINS INC	COM	$281K	0.1%Prev: 0.0%	394 SH	Increased-320 SH
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$1.1M	0.2%	25,188 SH	New
ELI LILLY & CO	COM	$820K	0.2%Prev: 0.3%	684 SH	Decreased-1,481 SH
EXXON MOBIL CORP	COM	$2.7M	0.5%Prev: 0.5%	20,022 SH	Increased-4,459 SH
FIDELITY COVINGTON TRUST	ENH MID COR ETF	$57.5M	11.3%	1,417,443 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$9.1M	1.8%	47,603 SH	New
FIRST TR EXCHANGE-TRADED FD	VEST LAD AUT ETF	$15.5M	3.0%	755,104 SH	New
GE AEROSPACE	COM NEW	$255K	0.1%	683 SH	New
GLOBAL X FDS	ARTIFICIAL ETF	$18.4M	3.6%	280,091 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$1.3M	0.2%Prev: 0.2%	27,855 SH	Increased-2,492 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US	$22.2M	4.3%Prev: 4.2%	242,768 SH	Increased-55,254 SH
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$2.2M	0.4%Prev: 0.3%	56,538 SH	Increased+20,711 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$720K	0.1%	21,007 SH	New
INTEL CORP	COM	$651K	0.1%	4,665 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$201K	0.0%Prev: 0.0%	717 SH	Decreased-13 SH
ISHARES INC	CORE MSCI EMKT	$15.1M	3.0%Prev: 1.4%	181,838 SH	Increased+68,450 SH
ISHARES INC	ESG AWR MSCI EM	$435K	0.1%Prev: 0.0%	7,945 SH	Increased+2,559 SH
ISHARES TR	CORE MSCI EAFE	$2.8M	0.6%Prev: 0.6%	29,062 SH	Increased-3,664 SH
ISHARES TR	EAFE SML CP ETF	$503K	0.1%Prev: 0.1%	6,108 SH	Decreased-1,161 SH
ISHARES TR	ESG AW MSCI EAFE	$1.8M	0.3%Prev: 0.3%	17,342 SH	Increased+1,819 SH
ISHARES TR	ESG AWARE MSCI	$414K	0.1%Prev: 0.1%	7,406 SH	Increased-1,576 SH
ISHARES TR	MORNINGSTR US EQ	$482K	0.1%Prev: 0.1%	4,650 SH	Increased-406 SH
ISHARES TR	MSCI EAFE ETF	$673K	0.1%Prev: 0.0%	6,475 SH	Increased-7,825 SH
ISHARES TR	MSCI INTL QUALTY	$8.9M	1.7%Prev: 1.9%	178,701 SH	Decreased-40,512 SH
ISHARES TR	MSCI USA QLT FCT	$605K	0.1%Prev: 0.6%	2,757 SH	Decreased-12,026 SH
ISHARES TR	MSCI USA VALUE	$652K	0.1%Prev: 0.1%	3,263 SH	Increased-958 SH
ISHARES TR	RUS 1000 GRW ETF	$292K	0.1%Prev: 0.1%	2,353 SH	Decreased+1,562 SH
ISHARES TR	RUS 1000 VAL ETF	$253K	0.0%Prev: 0.0%	1,042 SH	Increased
ISHARES TR	RUS MID CAP ETF	$3.5M	0.7%Prev: 0.9%	31,360 SH	Decreased-17,244 SH
ISHARES TR	RUS TP200 GR ETF	$38.4M	7.5%Prev: 9.6%	132,048 SH	Decreased-59,636 SH
ISHARES TR	RUS TP200 VL ETF	$54.0M	10.6%Prev: 8.7%	513,314 SH	Increased+4,109 SH
ISHARES TR	RUSSELL 2000 ETF	$5.2M	1.0%Prev: 1.0%	17,243 SH	Increased-5,317 SH
ISHARES U S ETF TR	SHOR MAT MUN ETF	$3.0M	0.6%	60,360 SH	New
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$273K	0.1%Prev: 0.0%	4,341 SH	Increased
J P MORGAN EXCHANGE TRADED F	DIVERSFED RTRN	$1.1M	0.2%Prev: 0.2%	8,810 SH	Increased-954 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$65.3M	12.8%Prev: 10.5%	791,687 SH	Increased+64,897 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.8M	0.4%Prev: 0.8%	35,451 SH	Decreased-39,627 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$3.0M	0.6%Prev: 0.9%	59,181 SH	Decreased-25,616 SH
JABIL INC	COM	$1.1M	0.2%Prev: 0.2%	2,981 SH	Increased-1,592 SH
JOHNSON & JOHNSON	COM	$1.3M	0.3%Prev: 0.2%	5,154 SH	Increased-2,712 SH
JPMORGAN CHASE & CO	COM	$1.3M	0.3%	3,958 SH	New
MASTERCARD INCORPORATED	CL A	$267K	0.1%Prev: 0.2%	520 SH	Decreased-1,633 SH
META PLATFORMS INC	CL A	$997K	0.2%Prev: 0.9%	1,770 SH	Decreased-3,963 SH
MICRON TECHNOLOGY INC	COM	$254K	0.0%	220 SH	New
MICROSOFT CORP	COM	$4.8M	0.9%Prev: 2.1%	12,951 SH	Decreased-7,811 SH
MORGAN STANLEY	COM NEW	$336K	0.1%Prev: 0.0%	1,609 SH	Increased-131 SH
NEOS ETF TRUST	NEOS ENH INC 1-3	$20.8M	4.1%Prev: 6.1%	417,336 SH	Decreased-182,671 SH
NETFLIX INC.	COM	$240K	0.0%	3,367 SH	New
NEXTERA ENERGY INC	COM	$467K	0.1%Prev: 0.1%	5,316 SH	Increased
NVIDIA CORPORATION	COM	$7.4M	1.5%Prev: 1.9%	37,095 SH	Decreased-22,988 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$1.4M	0.3%Prev: 0.4%	14,271 SH	Decreased-4,379 SH
PIMCO ETF TR	MULTISECTOR BD	$736K	0.1%Prev: 0.3%	27,765 SH	Decreased-19,332 SH
PROCORE TECHNOLOGIES INC	COM	$1.5M	0.3%Prev: 0.3%	36,000 SH	Increased
PROCTER & GAMBLE CO	COM	$216K	0.0%	1,474 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$7.7M	1.5%	146,321 SH	New
SCHWAB STRATEGIC TR	GOVT MONE MA ETF	$248K	0.0%	2,460 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$210K	0.0%Prev: 0.0%	7,266 SH	Decreased-2,699 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$211K	0.0%	1,234 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$431K	0.1%	8,557 SH	New
SPDR SERIES TRUST	SPDR S&P 500 ESG	$2.2M	0.4%	29,764 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$281K	0.1%	3,097 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.3M	0.6%	4,357 SH	New
T ROWE PRICE EXCHANGE-TRADED	SMALL MID CAP	$4.3M	0.8%	97,244 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.5M	0.3%	3,107 SH	New
TESLA INC	COM	$1.9M	0.4%Prev: 0.5%	4,510 SH	Decreased-2,534 SH
TEXAS INSTRS INC	COM	$243K	0.0%	815 SH	New
VANECK ETF TRUST	SHRT HGH YLD MUN	$301K	0.1%Prev: 0.1%	13,126 SH	Decreased-1,985 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.3M	0.3%Prev: 0.4%	4,199 SH	Decreased-3,182 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$888K	0.2%Prev: 0.3%	4,492 SH	Decreased-3,194 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	0.2%Prev: 0.2%	1,568 SH	Increased-45 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$372K	0.1%Prev: 0.1%	1,531 SH	Decreased-1,102 SH
VANGUARD INDEX FDS	SMALL CP ETF	$236K	0.0%	777 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$447K	0.1%Prev: 0.1%	1,221 SH	Decreased-529 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.2%Prev: 0.1%	2,967 SH	Increased+635 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.8M	0.7%Prev: 0.7%	44,816 SH	Increased-4,890 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$815K	0.2%Prev: 0.2%	13,651 SH	Decreased-9,400 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$904K	0.2%Prev: 0.2%	12,687 SH	Increased-2,437 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$4.7M	0.9%Prev: 0.9%	28,853 SH	Increased-5,818 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$7.6M	1.5%Prev: 2.0%	86,422 SH	Decreased+60,204 SH
VISA INC	COM CL A	$411K	0.1%Prev: 0.3%	1,197 SH	Decreased-3,200 SH
WALMART INC	COM	$1.0M	0.2%Prev: 0.3%	8,898 SH	Decreased-8,353 SH
WORLD GOLD TR	SPDR GLD MINIS	$5.0M	1.0%	62,554 SH	New

Sold (vs prior filing)

AIR LEASE CORP — $239K
AT&T INC — $604K
BANK AMERICA CORP — $859K
BLACKROCK ETF TRUST II — $1.1M
BLACKROCK ETF TRUST II — $581K
BONDBLOXX ETF TRUST — $4.5M
BONDBLOXX ETF TRUST — $3.7M
CAPITAL ONE FINL CORP — $274K
CATALYST PHARMACEUTICALS INC — $1.2M
CHECK POINT SOFTWARE TECH LT — $1.4M
COCA COLA CO — $840K
COSTCO WHSL CORP NEW — $1.3M
DIMENSIONAL ETF TRUST — $903K
FIDELITY COVINGTON TRUST — $45.8M
FIRST TR EXCH TRADED FD III — $2.0M
FIRST TR EXCHNG TRADED FD VI — $1.8M
FISERV INC — $207K
GOLDMAN SACHS ETF TR — $231K
HOME DEPOT INC — $1.2M
HSBC HLDGS PLC — $250K
… and 28 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