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
Other96.7%
Technology1.5%
Consumer1.0%
Financial0.4%
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 2023