13F Insight
DOSSIER · 13F-HR · Q1 2026

Richard W. Paul & Associates, LLC

Richard W. Paul & Associates's family office based in London, UK — $297M in tracked AUM across 300 positions as of Q1 2026.

RW
Richard W. Paul & Associates·London, UK·Family Office
CIK 0001964203 · last filed Mar 31, 2026
Total AUM
$297M
▲ 13.4%
vs prior
Holdings
300
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Richard W. Paul & Associates, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IUSV
ISHARES TR
$19M182K6.3%
02
IUSG
ISHARES TR
$16M101K5.3%
03
TLT
ISHARES TR
$12M136K4.0%
04
JPIE
J P MORGAN EXCHANGE TRADED F
$11M235K3.6%
05
IEFA
ISHARES TR
$10M116K3.5%
06
IJR
ISHARES TR
$9M69K2.9%
07
PYLD
PIMCO ETF TR
$8M289K2.6%
08
RSP
INVESCO EXCHANGE TRADED FD T
$7M38K2.5%
09
AGG
ISHARES TR
$7M69K2.3%
10
QQQ
INVESCO QQQ TR
$7M11K2.2%

Filing history

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