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.
Filing history
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