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Marisa Prevatt

Rainey & Randall Wealth Advisors Inc.

Assets Managed
$699.76M
Holdings
77
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
13.67%(2Q avg: 7.06%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Rainey & Randall Wealth Advisors Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Rainey & Randall Wealth Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 699.76M in assets, with a quarterly growth rate of 13.67% and a 2-quarter average growth rate of 7.06%. The portfolio is managed by Marisa Prevatt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.23%
15.12%
$105.735M
3.125M shares@ $33.85 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 0.74%
15.02%
$105.064M
3.018M shares@ $34.82 avg price
DBEF
Xtrackers Msci Eafe Hedged E
Recent Activity
Increased 0.72%
12%
$83.926M
1.536M shares@ $54.64 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 1.91%
7.97%
$55.742M
261,984 shares@ $212.77 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 4.45%
7.45%
$52.087M
709,541 shares@ $73.42 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Decreased -0.4%
6.08%
$42.523M
1.177M shares@ $36.14 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Increased 0.34%
5.68%
$39.734M
1.096M shares@ $36.26 avg price
GMF
Spdr S&p Emerging Asia Pacif
Recent Activity
Increased 2.36%
4.25%
$29.672M
189,028 shares@ $156.98 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 20.59%
3.56%
$24.89M
938,524 shares@ $26.52 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 4.12%
3.24%
$22.643M
74,700 shares@ $303.12 avg price

1-10 of 77