Rainier Family Wealth
Latest statistics and disclosures from Rainier Family Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, MSFT, NVDA, AAPL, SPYG, and represent 36.86% of Rainier Family Wealth's stock portfolio.
- Added to shares of these 10 stocks: AAPL, NVDA, SPAB, LVHI, MSFT, SPLG, NUKZ, DBEF, SPYG, VTEB.
- Started 3 new stock positions in VOTE, TMO, PLTR.
- Reduced shares in these 10 stocks: SPGI, CB, , STE, ALL, ETN, VZ, TT, , ICE.
- Sold out of its positions in ALL, CME, HES, ICE, SPGI, UNH, VZ, STE, CB.
- Rainier Family Wealth was a net buyer of stock by $3.4M.
- Rainier Family Wealth has $112M in assets under management (AUM), dropping by 12.07%.
- Central Index Key (CIK): 0002073596
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Portfolio Holdings for Rainier Family Wealth
Rainier Family Wealth holds 71 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 10.9 | $12M | +3% | 156k | 78.34 |
|
| Microsoft Corporation (MSFT) | 9.4 | $11M | +3% | 20k | 517.95 |
|
| NVIDIA Corporation (NVDA) | 7.6 | $8.6M | +8% | 46k | 186.58 |
|
| Apple (AAPL) | 4.5 | $5.1M | +29% | 20k | 254.63 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 4.4 | $4.9M | +6% | 47k | 104.51 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.8 | $4.3M | +5% | 7.2k | 600.40 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 3.5 | $3.9M | +8% | 85k | 46.42 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 3.3 | $3.7M | 81k | 46.32 |
|
|
| Broadcom (AVGO) | 3.3 | $3.7M | -5% | 11k | 329.91 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $3.0M | 12k | 243.10 |
|
|
| Cameco Corporation (CCJ) | 2.6 | $2.9M | 35k | 83.86 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 2.4 | $2.7M | +10% | 29k | 93.37 |
|
| Spdr Series Trust Portfolio Agrgte (SPAB) | 2.0 | $2.2M | +30% | 85k | 25.85 |
|
| Amazon (AMZN) | 1.8 | $2.0M | +5% | 9.3k | 219.57 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.8 | $2.0M | 43k | 46.81 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.8 | $2.0M | 23k | 87.31 |
|
|
| Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) | 1.6 | $1.8M | +21% | 28k | 65.04 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 1.6 | $1.8M | +32% | 52k | 34.75 |
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 1.5 | $1.7M | +8% | 25k | 65.56 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $1.7M | -9% | 5.2k | 315.43 |
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 1.4 | $1.6M | +5% | 28k | 57.19 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.4 | $1.5M | +3% | 16k | 96.55 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 1.2 | $1.3M | 14k | 97.82 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.2 | $1.3M | +28% | 26k | 50.07 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $1.1M | +19% | 1.2k | 925.63 |
|
| Trane Technologies SHS (TT) | 1.0 | $1.1M | -17% | 2.6k | 421.96 |
|
| Ishares Tr Cybersecurity (IHAK) | 1.0 | $1.1M | +15% | 21k | 52.33 |
|
| Tesla Motors (TSLA) | 0.9 | $1.0M | +11% | 2.4k | 444.72 |
|
| Oracle Corporation (ORCL) | 0.9 | $1.0M | +4% | 3.6k | 281.24 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $928k | 16k | 59.92 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $928k | 4.8k | 194.50 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $885k | +7% | 1.2k | 734.38 |
|
| Wal-Mart Stores (WMT) | 0.8 | $868k | -16% | 8.4k | 103.06 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $815k | -3% | 4.3k | 189.70 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.7 | $815k | 6.8k | 120.50 |
|
|
| Flexshares Tr Cr Scd Us Bd (SKOR) | 0.7 | $789k | +34% | 16k | 49.25 |
|
| Eaton Corp SHS (ETN) | 0.7 | $756k | -24% | 2.0k | 374.25 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $754k | 1.00 | 754200.00 |
|
|
| Visa Com Cl A (V) | 0.6 | $723k | -8% | 2.1k | 341.38 |
|
| Chevron Corporation (CVX) | 0.6 | $652k | +75% | 4.2k | 155.29 |
|
| Motorola Solutions Com New (MSI) | 0.6 | $628k | -23% | 1.4k | 457.29 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $624k | 1.3k | 468.41 |
|
|
| Spdr Series Trust Nuveen Ice High (HYMB) | 0.5 | $546k | 22k | 24.93 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $518k | 1.0k | 502.74 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $507k | 9.5k | 53.40 |
|
|
| Marathon Petroleum Corp (MPC) | 0.4 | $504k | -16% | 2.6k | 192.74 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $486k | +29% | 1.1k | 447.23 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $482k | 719.00 | 669.67 |
|
|
| Cisco Systems (CSCO) | 0.4 | $426k | +7% | 6.2k | 68.42 |
|
| Home Depot (HD) | 0.4 | $412k | -5% | 1.0k | 405.19 |
|
| Nxp Semiconductors N V (NXPI) | 0.4 | $405k | -13% | 1.8k | 227.73 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $372k | 16k | 23.28 |
|
|
| Ameriprise Financial (AMP) | 0.3 | $369k | 752.00 | 491.25 |
|
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| Boeing Company (BA) | 0.3 | $366k | +5% | 1.7k | 215.83 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $356k | 1.5k | 243.55 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $343k | +4% | 6.7k | 51.59 |
|
| TJX Companies (TJX) | 0.3 | $320k | -18% | 2.2k | 144.54 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $319k | +14% | 561.00 | 568.81 |
|
| Johnson & Johnson (JNJ) | 0.3 | $318k | -10% | 1.7k | 185.42 |
|
| Johnson Ctls Intl SHS (JCI) | 0.3 | $291k | -23% | 2.6k | 109.95 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $289k | 5.3k | 54.18 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $277k | +22% | 2.5k | 112.75 |
|
| Fiserv (FI) | 0.2 | $276k | -21% | 2.1k | 128.93 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $271k | 1.1k | 241.96 |
|
|
| salesforce (CRM) | 0.2 | $264k | -17% | 1.1k | 237.00 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $256k | NEW | 1.4k | 182.42 |
|
| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.2 | $243k | NEW | 3.1k | 78.49 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $239k | NEW | 492.00 | 485.02 |
|
| Republic Services (RSG) | 0.2 | $216k | 941.00 | 229.48 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $214k | 5.0k | 42.79 |
|
|
| L3harris Technologies (LHX) | 0.2 | $204k | -32% | 668.00 | 305.41 |
|
Past Filings by Rainier Family Wealth
SEC 13F filings are viewable for Rainier Family Wealth going back to 2025
- Rainier Family Wealth 2025 Q3 filed Oct. 16, 2025
- Rainier Family Wealth 2025 Q2 filed July 16, 2025
- Rainier Family Wealth 2024 Q4 filed June 24, 2025
- Rainier Family Wealth 2025 Q1 filed June 24, 2025