Randall & Associates Wealth Management
•CIK: 2011901•Filing: Q4 2025
**Bennett Associates Wealth Management** manages $144M across a diversified portfolio of 57 positions. The firm maintains significant exposure to technology and global indices, highlighted by a $23.9M holding in FTCS and $14.8M in IEFA. Further allocations include $12.3M in MGK and $10.8M in GSLC, indicating a focus on growth sectors and established market segments. This concentrated approach suggests a tactical allocation strategy across key technology and international equity themes.
Total AUM
$144.3M
QoQ Performance
+4.7%
Positions
51
Top 10 Concentration
72.4%
Latest Filing
Q4 2025
Top Holdings Allocation
FTCS
IEFA
MGK
GSLC
FDL
EMXC
VO
FTCS16.5%
IEFA10.3%
MGK8.5%
GSLC7.5%
FDL5.6%
EMXC5.4%
VO5.2%
IUSB4.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.9%
Technology4.4%
Financial1.8%
Consumer1.5%
Healthcare1.3%
Industrial0.3%
Utilities0.3%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW15 new positions
↑26 increased
↓16 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023