Randall & Associates Wealth Management

BUTLER, PA · CIK 2011901 · 13F filing filed 2026-07-27

SEC-registered investment adviser since 2022 · corporation

Assets managed$167.2m
Staff3 · 2 in investment roles
Main clients (by assets)High net worth individuals 66%, Individuals 33%
Websiterandallawm.com
Form ADV · 2026-01-29SEC adviser record

Kindwealth
Others nearbyButler, PA, Warrendale, PA

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Butler, PA (main office)United States	United States
Warrendale, PAUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$161.7m reported value +9.0% vs Q1 2026

52positions

76.0%in top 10

9 new 29 added 14 reduced 13 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	217,296	$19.1m11.82%	11.82%	Added +51.3k	+51,341 30.9%
2	ISHARES TR CORE MSCI EAFE IEFA	IEFA	190,048	$18.4m11.35%	11.35%	Added +24.9k	+24,851 15.0%
3	FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF FTCS	FTCS	181,797	$17.1m10.56%	10.56%	Reduced -19.2k	-19,193 -9.6%
4	ISHARES INC MSCI EMRG CHN EMXC	EMXC	153,478	$15.7m9.71%	9.71%	Added +40.9k	+40,851 36.3%
5	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	354,958	$15.3m9.47%	9.47%	Added +73.3k	+73,284 26.0%
6	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	62,110	$8.8m5.45%	5.45%	Reduced -24.1k	-24,114 -28.0%
7	VANGUARD INDEX FDS MID CAP ETF VO	VO	102,539	$8.3m5.11%	5.11%	Reduced -7.9k	-7,877 -7.1%
8	FIRST TR MORNINGSTAR DIVID L SHS FDL	FDL	163,745	$8.0m4.93%	4.93%	Reduced -9.1k	-9,136 -5.3%
9	ISHARES TR CORE TOTAL USD IUSB	IUSB	154,526	$7.1m4.41%	4.41%	Added +11.5k	+11,455 8.0%
10	FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS FIXD	FIXD	120,096	$5.2m3.24%	3.24%	Added +3.5k	+3,545 3.0%
11	ISHARES TR CORE US AGGBD ET AGG	AGG	40,042	$4.0m2.45%	2.45%	Added +1.7k	+1,739 4.5%
12	HARBOR ETF TRUST HARBOR COMMODITY HGER	HGER	125,824	$3.7m2.28%	2.28%	Reduced -16.3k	-16,338 -11.5%
13	ISHARES TR JPMORGAN USD EMG EMB	EMB	27,134	$2.6m1.62%	1.62%	Added +1.6k	+1,609 6.3%
14	FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL HYLS	HYLS	63,860	$2.6m1.61%	1.61%	Added +3.2k	+3,246 5.4%
15	INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD PDBC	PDBC	142,805	$2.3m1.40%	1.40%	Reduced -22.9k	-22,886 -13.8%
16	FIRST TR EXCHANGE TRADED FD NASD TECH DIV TDIV	TDIV	18,729	$2.2m1.33%	1.33%	Added +412	+412 2.2%
17	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	38,743	$1.8m1.12%	1.12%	Added +1.5k	+1,511 4.1%
18	NVIDIA CORPORATION COM NVDA	NVDA	7,722	$1.5m0.96%	0.96%	Added +2.0k	+2,025 35.5%
19	APPLE INC COM AAPL	AAPL	4,749	$1.4m0.85%	0.85%	Added +1.3k	+1,301 37.7%
20	ALPHABET INC CAP STK CL C GOOG	GOOG	3,803	$1.3m0.83%	0.83%	Added +347	+347 10.0%
21	MICROSOFT CORP COM MSFT	MSFT	3,052	$1.1m0.70%	0.70%	Added +418	+418 15.9%
22	AMAZON COM INC COM AMZN	AMZN	4,601	$1.1m0.68%	0.68%	Added +980	+980 27.1%
23	ELI LILLY & CO COM LLY	LLY	803	$963.1k0.60%	0.60%	Added +137	+137 20.6%
24	JPMORGAN CHASE & CO COM JPM	JPM	2,468	$807.9k0.50%	0.50%	Reduced -285	-285 -10.3%
25	CATERPILLAR INC COM CAT	CAT	756	$805.1k0.50%	0.50%	Added +3	+3 0.4%
26	JOHNSON & JOHNSON COM JNJ	JNJ	2,854	$724.8k0.45%	0.45%	Added +472	+472 19.8%
27	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,313	$657.0k0.41%	0.41%	New
28	GE VERNOVA INC COM GEV	GEV	549	$645.0k0.40%	0.40%	Added +117	+117 27.1%
29	BROADCOM INC COM AVGO	AVGO	1,639	$619.1k0.38%	0.38%	Added +491	+491 42.8%
30	CISCO SYS INC COM CSCO	CSCO	4,976	$584.5k0.36%	0.36%	Reduced -1.9k	-1,926 -27.9%
31	META PLATFORMS INC CL A META	META	892	$502.5k0.31%	0.31%	Added +59	+59 7.1%
32	NEXTERA ENERGY INC COM NEE	NEE	5,126	$449.9k0.28%	0.28%	Added +516	+516 11.2%
33	EXXON MOBIL CORP COM XOM	XOM	3,183	$435.2k0.27%	0.27%	Added +1.2k	+1,193 60.0%
34	TEXAS INSTRS INC COM TXN	TXN	1,414	$421.5k0.26%	0.26%	Reduced -402	-402 -22.1%
35	BLACKROCK INC COM BLK	BLK	426	$409.6k0.25%	0.25%	Reduced -88	-88 -17.1%
36	VISA INC COM CL A V	V	1,176	$403.5k0.25%	0.25%	Added +80	+80 7.3%
37	UNITEDHEALTH GROUP INC COM UNH	UNH	948	$394.0k0.24%	0.24%	New
38	GENERAL DYNAMICS CORP COM GD	GD	1,053	$373.0k0.23%	0.23%	New
39	ANALOG DEVICES INC COM ADI	ADI	847	$336.4k0.21%	0.21%	Reduced -311	-311 -26.9%
40	WALMART INC COM WMT	WMT	2,925	$331.3k0.20%	0.20%	Added +899	+899 44.4%
41	PPG INDS INC COM PPG	PPG	2,663	$323.0k0.20%	0.20%	Reduced -508	-508 -16.0%
42	FACTSET RESH SYS INC COM FDS	FDS	1,306	$300.5k0.19%	0.19%	Added +48	+48 3.8%
43	WEC ENERGY GROUP INC COM WEC	WEC	2,510	$293.1k0.18%	0.18%	New
44	MCCORMICK & CO INC COM NON VTG MKC	MKC	5,675	$286.1k0.18%	0.18%	New
45	NIKE INC CL B NKE	NKE	6,703	$275.2k0.17%	0.17%	New
46	WELLTOWER INC COM WELL	WELL	1,203	$273.0k0.17%	0.17%	New
47	LINDE PLC SHS LIN	LIN	525	$272.4k0.17%	0.17%	New
48	COSTCO WHSL CORP NEW COM COST	COST	291	$272.2k0.17%	0.17%	Added +85	+85 41.3%
49	MEDTRONIC PLC SHS MDT	MDT	3,342	$261.4k0.16%	0.16%	Reduced -190	-190 -5.4%
50	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	1,801	$246.6k0.15%	0.15%	Added +112	+112 6.6%
51	HOME DEPOT INC COM HD	HD	669	$235.9k0.15%	0.15%	Reduced -824	-824 -55.2%
52	INTUIT COM INTU	INTU	847	$221.1k0.14%	0.14%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD INTL EQUITY INDEX F VWO	VWO	78,402	$4.2m78.4k shares
LATTICE STRATEGIES TR RODM	RODM	64,516	$2.5m64.5k shares
PHILLIPS 66 PSX	PSX	3,816	$695.2k3.8k shares
AMGEN INC AMGN	AMGN	1,479	$520.4k1.5k shares
PEPSICO INC PEP	PEP	3,089	$479.7k3.1k shares
NEW JERSEY RES CORP NJR	NJR	7,450	$409.2k7.5k shares
AUTOMATIC DATA PROCESSING IN ADP	ADP	1,945	$395.2k1.9k shares
BANK AMERICA CORP BAC	BAC	5,662	$276.0k5.7k shares
MASTERCARD INCORPORATED MA	MA	534	$266.8k534 shares
ACCENTURE PLC IRELAND ACN	ACN	1,248	$247.5k1.2k shares
GILEAD SCIENCES INC GILD	GILD	1,560	$217.4k1.6k shares
MCDONALDS CORP MCD	MCD	657	$204.2k657 shares
CHEVRON CORP NEW CVX	CVX	978	$202.3k978 shares