RAINEY & RANDALL WEALTH ADVISORS INC.
โขCIK: 1728355โขFiling: Q4 2025
**RAINEY & RANDALL WEALTH ADVISORS INC.** manages $613M across a diversified portfolio of 76 positions. The strategy exhibits a significant tilt toward U.S. large-cap growth and value, evidenced by top holdings including SCHG ($101.0M) and SCHV ($88.2M). Notable allocations also include fixed income exposure via BND ($49.2M) and a substantial position in DBEF ($73.0M). This structure suggests a core focus on established, large-cap equity sectors complemented by defensive fixed-income components.
Total AUM
$612.9M
QoQ Performance
+2.4%
Positions
58
Top 10 Concentration
79.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHG
SCHV
DBEF
BND
RSP
SCHE
SCHA
SCHG16.5%
SCHV14.4%
DBEF11.9%
BND8.0%
RSP7.9%
SCHE5.7%
SCHA5.5%
GMF4.1%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other96.8%
Technology1.5%
Consumer1.0%
Financial0.3%
Healthcare0.2%
Industrial0.1%
ETF0.1%
Communication0.0%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
โ32 increased
โ19 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022