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RAINEY & RANDALL WEALTH ADVISORS INC.

Location
Celebration, FL
Portfolio Value
Micro $56,070,523
Diversification
Diversified
Filing Date
Global Rank
#6,678 / 8,603 ▲ 100 · as of Mar 2026
Top Industry
REIT - Healthcare Facilities 43.4%
3Y Alpha vs SPY
-4.5%
Period ended 3 months ago
Filed Apr 22, 2026 · 3mo
25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+57.1%
SPY
+76.0%
Annualised alpha
-4.5%
Max drawdown
−14.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

36 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
21.2%
+1.9 pts
Top 5
72.7%
+2.0 pts
Top 10
85.5%
+1.3 pts
HHI
1,260
Jun 2023 → Mar 2026 · range 1,115 – 3,012
Diversified+73

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Unclassified 40.6% $22,758,471
Real Estate 25.8% $14,462,117
Consumer Cyclical 11.0% $6,157,504
Technology 10.7% $5,972,851
Financial Services 4.2% $2,366,777
Communication Services 2.9% $1,599,952
Healthcare 2.4% $1,346,886
Consumer Defensive 1.1% $627,140
Industrials 0.9% $520,634
Utilities 0.5% $258,191

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
17 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
5 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
4 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
5 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
36 positions · $56,070,523 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History