Rainey & Randall Wealth Advisors Inc.
Annual return '25
-20.1%
SPY '25
+17.7%
Alpha
-37.9ptsvs SPY
Invested
$615.6M
Holdings
76
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHV
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 2.95M shares)
14.8%
02
$SCHG
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 3.09M shares)
14.8%
03
$DBEF
DBX ETF TR
Q4 2025: Exited (was 1.49M shares)
12.2%
04
$BND
VANGUARD BD INDEX FDS
Q4 2025: Exited (was 656.9k shares)
8.1%
05
$RSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 249.6k shares)
8.0%
06
$SCHE
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 1.05M shares)
5.8%
07
$SCHA
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 1.21M shares)
5.6%
08
$GMF
SPDR INDEX SHS FDS
Q4 2025: Exited (was 176.8k shares)
4.1%
09
$PYLD
PIMCO ETF TR
Q4 2025: Exited (was 551.4k shares)
3.3%
10
$VB
VANGUARD INDEX FDS
Q4 2025: Exited (was 63.4k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:09 UTC.