Bennett Associates Wealth Management

13F Portfolio Filings

  • Most recent 13F
    Q3 2025
  • Location
    butler, PA
  • CIK
    0002011901
  • Alternate names
    Randall & Associates Wealth Management
  • All SEC filings
Q3 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

47

$137.75M
FTCS, IEFA, GSLC, MGK
13F-HR
Oct 16, 2025
000201190125000008

48

$130.06M
FTCS, IEFA, GSLC, MGK
13F-HR
Jul 23, 2025
000108514625004041

43

$121.32M
FTCS, IEFA, VO, GSLC
13F-HR
Apr 9, 2025
000108514625001977

46

$120.51M
FTCS, IEFA, VO, GSLC
13F-HR
Jan 14, 2025
000108514625000221

45

$122.11M
FTCS, IEFA, GSLC, EMXC
13F-HR
Nov 7, 2024
000108514624005418

41

$111.01M
FTCS, IEFA, GSLC, FIXD
13F-HR
Jul 17, 2024
000108514624003064

38

$110.77M
FTCS, IEFA, GSLC, VO
13F-HR
Apr 23, 2024
000108514624001969

38

$102.51M
FTCS, IEFA, VO, GSLC
13F-HR
Feb 14, 2024
000172554724000531