Randall & Associates Wealth Management has disclosed its latest investment holdings in a recent filing with the SEC, revealing a total value of approximately $164.99 million as of September 30, 2026. This report is significant as it provides insight into the firm’s investment strategies and positions in various sectors, particularly in technology and consumer goods.
The filing, dated October 20, 2026, indicates that Randall & Associates Wealth Management continues to maintain a diversified portfolio, with notable investments in major companies such as Alphabet Inc., Amazon, and Apple Inc. This strategic positioning may reflect the firm’s confidence in the growth potential of these sectors.
Background
Randall & Associates Wealth Management is a Pennsylvania-based firm focused on wealth management services. The firm operates under the Central Index Key (CIK) number 0002011901 and has a fiscal year ending on December 31. The firm previously operated under the name Bennett Associates Wealth Management until a name change on February 13, 2024.
What the Filing Says
The SEC filing reveals key details about the firm’s holdings, stating, "The total value of the holdings as of September 30, 2026, is $164,985,838." The filing also indicates that the firm has included a total of 54 different investments in its portfolio.
Impact
This update may affect various stakeholders, including clients of Randall & Associates Wealth Management, who may look to this information for insights on the firm’s investment performance and strategy. Additionally, it could influence perceptions within the wealth management industry, particularly among competitors who may be tracking similar investment trends.
What's Next
The filing does not specify what actions will follow this report, leaving stakeholders to await further updates from the firm regarding any changes in strategy or additional filings.