Latest imported 13F data
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Showing Q4 2023 data
HedgeTrack has imported Q4 2025 data overall, but Rainsberger Wealth Advisors, Inc.'s latest available filing here is Q4 2023.

Rainsberger Wealth Advisors, Inc.

โ€ขCIK: 1912314โ€ขFiling: Q4 2023

**Rainsberger Wealth Advisors, Inc.** manages $183M across a diversified portfolio of 69 positions. The strategy exhibits a notable tilt toward core, dividend-focused, and broad market exposure, evidenced by top holdings including SCHF and SCHB, each representing $11.3M. Significant allocations are also directed into income-generating and sector-specific ETFs, such as MTUM ($8.0M) and IEI ($8.0M). This concentration suggests a disciplined approach balancing growth potential with consistent yield generation.

Total AUM
$183.3M
QoQ Performance
N/A
Positions
47
Top 10 Concentration
44.2%
Latest Filing
Q4 2023

Top Holdings Allocation

SCHF
SCHB
SCHF6.2%
SCHB6.2%
MTUM4.4%
IEI4.3%
SCHM4.2%
SCHD4.2%
SPAB4.1%
JPIE3.9%

๐Ÿ“ˆ Biggest Buys

SCHF
SCHWAB STRATEGIC TR
NEW
6.2% of portfolio
SCHB
SCHWAB STRATEGIC TR
NEW
6.2% of portfolio
MTUM
ISHARES TR
NEW
4.4% of portfolio
IEI
ISHARES TR
NEW
4.3% of portfolio
SCHM
SCHWAB STRATEGIC TR
NEW
4.2% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other81.9%
Technology8.8%
Consumer Staples2.4%
Healthcare2.2%
Financial1.6%
Consumer0.7%
Materials0.7%
Energy0.6%

Changes from Q3 2023

NEW69 new positions

Historical Filings

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022