AiSiWhale

AI & tech investing

RAINEY & RANDALL WEALTH ADVISORS INC.

CIK 1728355

13F filing for Q2 2026・No. 3,213

Holdings
US$699.76M
Quarter change
+US$84.14M
Entries
77
Net bought (estimate)
+US$15.83M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 6
  • Sold out 5
  • Cut 20
  • Added 36
  • Corporate actions 0
  • Unchanged 15

Largest holdings

77 stocks worth US$699.76M, options and bonds left out.

StockThis quarterValueWeight
SCHWAB STRATEGIC TRUS LCAP GR ETFAddedUS$105.73M15.11%
SCHWAB STRATEGIC TRUS LCAP VA ETFAddedUS$105.06M15.01%
DBX ETF TRXTRACK MSCI EAFEAddedUS$83.93M11.99%
RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGTAddedUS$55.74M7.97%
VANGUARD BD INDEX FDSTOTAL BND MRKTAddedUS$52.09M7.44%
SCHWAB STRATEGIC TRUS SML CAP ETFCutUS$42.52M6.08%
SCHWAB STRATEGIC TREMRG MKTEQ ETFAddedUS$39.73M5.68%
SPDR INDEX SHS FDSST STR ASIA ETFAddedUS$29.67M4.24%
PIMCO ETF TRMULTISECTOR BDAddedUS$24.89M3.56%
VANGUARD INDEX FDSSMALL CP ETFAddedUS$22.64M3.24%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.