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Showing Q4 2023 data
Rainsberger Wealth Advisors, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Rainsberger Wealth Advisors, Inc.
โขCIK: 1912314โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Other82.1%
Technology8.8%
Consumer Staples2.4%
Healthcare2.2%
Financial2.0%
Consumer0.7%
Materials0.7%
Utilities0.6%