Sign In
test

Marisa Prevatt

Rainey & Randall Wealth Advisors Inc.

Assets Managed
$615.622M
Holdings
76
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
0.46%(2Q avg: 1.42%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Rainey & Randall Wealth Advisors Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 76 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 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 615.622M in assets, with a quarterly growth rate of 0.46% and a 2-quarter average growth rate of 1.42%. The portfolio is managed by Marisa Prevatt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 0.62%
14.85%
$91.385M
2.996M shares@ $30.5 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.68%
14.76%
$90.816M
3.118M shares@ $29.14 avg price
DBEF
Xtrackers Msci Eafe Hedged E
Recent Activity
Increased 0.47%
12.25%
$75.355M
1.525M shares@ $49.4 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 2.27%
8.13%
$50.025M
679,323 shares@ $73.65 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 1.35%
8.02%
$49.342M
257,095 shares@ $191.93 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Increased 1.54%
5.85%
$35.985M
1.092M shares@ $32.96 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Decreased -0.68%
5.59%
$34.364M
1.182M shares@ $29.08 avg price
GMF
Spdr S&p Emerging Asia Pacif
Recent Activity
Increased 2.32%
4.09%
$25.142M
184,683 shares@ $136.14 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 16.14%
3.32%
$20.392M
778,330 shares@ $26.21 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 4.87%
3.06%
$18.792M
71,747 shares@ $261.92 avg price

1-10 of 76