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Filers›Family Office›RAINEY & RANDALL WEALTH ADVISORS INC.
DOSSIER · 13F-HR · Q1 2026

RAINEY & RANDALL WEALTH ADVISORS INC.

RAINEY & RANDALL WEALTH's family office based in New York, NY — $616M in tracked AUM across 76 positions as of Q1 2026.

R&
RAINEY & RANDALL WEALTH·New York, NY·Family Office
CIK 0001728355 · last filed Mar 31, 2026
Total AUM
$616M
▼ 19.2%
vs prior
Holdings
76
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
Top sector
Tech
14% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

The SEC 13F filing for Rainey & Randall Wealth Advisors Inc. reveals a dramatic transformation in the firm's portfolio management strategy over the quarter ending December 31, 2025. The total portfolio value surged by 313.2%, growing from $148.31 million to $612.85 million. This substantial increase in assets under management (AUM) was accompanied by a significant restructuring, evidenced by the turnover of 43 positions (28 new buys and 15 complete exits). The...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHV
SCHWAB STRATEGIC TR
$91M3.0M14.8%
02
SCHG
SCHWAB STRATEGIC TR
$91M3.1M14.8%
03
DBEF
DBX ETF TR
$75M1.5M12.2%
04
BND
VANGUARD BD INDEX FDS
$50M679K8.1%
05
RSP
INVESCO EXCHANGE TRADED FD T
$49M257K8.0%
06
SCHE
SCHWAB STRATEGIC TR
$36M1.1M5.8%
07
SCHA
SCHWAB STRATEGIC TR
$34M1.2M5.6%
08
GMF
SPDR INDEX SHS FDS
$25M185K4.1%
09
PYLD
PIMCO ETF TR
$20M778K3.3%
10
VB
VANGUARD INDEX FDS
$19M72K3.1%

Filing history

Filing history loading…
AI Agent · grounded in RAINEY
haiku-4-5 · 76 positions indexed
Sector mix
  • Tech14%
  • Financials5%
  • Health Care6%
  • Communications35%
  • Industrials12%
  • Energy19%
  • Other9%
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