Rainier Family Wealth
Latest statistics and disclosures from Rainier Family Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, MSFT, NVDA, AAPL, SPYG, and represent 32.91% of Rainier Family Wealth's stock portfolio.
- Added to shares of these 10 stocks: SPYM, DBEF, SPAB, VTEB, SPSM, QQQ, JPM, WCPB, LVHI, AMZN.
- Started 22 new stock positions in LLY, WCPB, KMI, ABBV, AMD, UNH, AMGN, STE, SPGI, ALL. IJR, VO, MRK, VYMI, XLE, VZ, AGG, KO, IBM, CB, PJIO, PTA.
- Reduced shares in these 9 stocks: FI, RSG, ISRG, NVDA, BA, PLTR, NXPI, RSP, IWM.
- Sold out of its positions in FI, RSG.
- Rainier Family Wealth was a net buyer of stock by $19M.
- Rainier Family Wealth has $133M in assets under management (AUM), dropping by 18.29%.
- Central Index Key (CIK): 0002073596
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Portfolio Holdings for Rainier Family Wealth
Rainier Family Wealth holds 91 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 10.3 | $14M | +9% | 171k | 80.22 |
|
| Microsoft Corporation (MSFT) | 7.8 | $10M | +4% | 21k | 483.62 |
|
| NVIDIA Corporation (NVDA) | 6.4 | $8.5M | 46k | 186.50 |
|
|
| Apple (AAPL) | 4.4 | $5.8M | +7% | 21k | 271.86 |
|
| Spdr Series Trust State Street Spd (SPYG) | 4.0 | $5.3M | +6% | 50k | 106.70 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 3.8 | $5.1M | +25% | 106k | 48.11 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.8 | $5.0M | +12% | 8.1k | 614.33 |
|
| Spdr Series Trust State Street Spd (SPSM) | 3.3 | $4.4M | +14% | 93k | 46.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $4.1M | +6% | 13k | 313.00 |
|
| Broadcom (AVGO) | 3.1 | $4.1M | +4% | 12k | 346.10 |
|
| Cameco Corporation (CCJ) | 2.5 | $3.3M | +3% | 36k | 91.49 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 2.3 | $3.1M | +10% | 32k | 96.03 |
|
| Spdr Series Trust State Street Spd (SPAB) | 2.2 | $2.9M | +32% | 113k | 25.75 |
|
| Amazon (AMZN) | 2.0 | $2.6M | +22% | 11k | 230.82 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.8 | $2.4M | +20% | 52k | 46.81 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 1.8 | $2.4M | +26% | 66k | 36.82 |
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $2.2M | +31% | 6.9k | 322.22 |
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 1.6 | $2.1M | +19% | 30k | 69.31 |
|
| Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) | 1.6 | $2.1M | +16% | 33k | 63.50 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $2.0M | 23k | 89.46 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.5 | $2.0M | +49% | 39k | 50.29 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.4 | $1.8M | +18% | 19k | 96.27 |
|
| Spdr Series Trust State Street Spd (SPMD) | 1.3 | $1.8M | +9% | 30k | 57.91 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 1.1 | $1.5M | +13% | 15k | 99.52 |
|
| Wal-Mart Stores (WMT) | 1.0 | $1.3M | +39% | 12k | 111.41 |
|
| Ishares Tr Cybersecurity (IHAK) | 1.0 | $1.3M | +31% | 27k | 48.12 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $1.1M | +10% | 1.3k | 862.34 |
|
| Tesla Motors (TSLA) | 0.8 | $1.1M | +4% | 2.5k | 449.72 |
|
| Trane Technologies SHS (TT) | 0.8 | $1.1M | +7% | 2.8k | 389.20 |
|
| Meta Platforms Cl A (META) | 0.8 | $1.0M | +30% | 1.6k | 660.09 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $972k | 16k | 62.47 |
|
|
| Flexshares Tr Cr Scd Us Bd (SKOR) | 0.7 | $964k | +22% | 20k | 49.12 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.7 | $957k | 4.8k | 198.62 |
|
|
| Visa Com Cl A (V) | 0.7 | $869k | +16% | 2.5k | 350.71 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $836k | +61% | 1.7k | 502.65 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.6 | $824k | 6.8k | 121.75 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $804k | -2% | 4.2k | 191.56 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $793k | +72% | 2.5k | 313.80 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $755k | 1.00 | 754800.00 |
|
|
| Chevron Corporation (CVX) | 0.6 | $742k | +15% | 4.9k | 152.41 |
|
| Oracle Corporation (ORCL) | 0.5 | $724k | +4% | 3.7k | 194.91 |
|
| Eaton Corp SHS (ETN) | 0.5 | $720k | +11% | 2.3k | 318.51 |
|
| Spdr Series Trust State Street Spd (HYMB) | 0.5 | $671k | +22% | 27k | 24.94 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $630k | 1.3k | 473.30 |
|
|
| Motorola Solutions Com New (MSI) | 0.4 | $556k | +5% | 1.5k | 383.32 |
|
| Cisco Systems (CSCO) | 0.4 | $526k | +9% | 6.8k | 77.03 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $525k | 9.6k | 54.71 |
|
|
| Northern Lts Fd Tr Ii Weitz Core Plus (WCPB) | 0.4 | $523k | NEW | 21k | 25.54 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $511k | -17% | 902.00 | 566.36 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $508k | +3% | 741.00 | 685.31 |
|
| salesforce (CRM) | 0.4 | $490k | +66% | 1.8k | 264.91 |
|
| Marathon Petroleum Corp (MPC) | 0.4 | $483k | +13% | 3.0k | 162.63 |
|
| Johnson & Johnson (JNJ) | 0.4 | $482k | +35% | 2.3k | 206.95 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $448k | +51% | 3.7k | 120.34 |
|
| Bank of America Corporation (BAC) | 0.3 | $439k | +19% | 8.0k | 55.00 |
|
| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.3 | $425k | +71% | 5.3k | 80.22 |
|
| Home Depot (HD) | 0.3 | $420k | +20% | 1.2k | 344.10 |
|
| TJX Companies (TJX) | 0.3 | $400k | +17% | 2.6k | 153.61 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $384k | 16k | 24.04 |
|
|
| Allstate Corporation (ALL) | 0.3 | $379k | NEW | 1.8k | 208.15 |
|
| Ameriprise Financial (AMP) | 0.3 | $369k | 752.00 | 490.34 |
|
|
| Abbvie (ABBV) | 0.3 | $361k | NEW | 1.6k | 228.49 |
|
| Nxp Semiconductors N V (NXPI) | 0.3 | $355k | -8% | 1.6k | 217.06 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $352k | +9% | 616.00 | 570.88 |
|
| Johnson Ctls Intl SHS (JCI) | 0.3 | $350k | +10% | 2.9k | 119.75 |
|
| Merck & Co (MRK) | 0.2 | $328k | NEW | 3.1k | 105.26 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $324k | NEW | 2.7k | 120.18 |
|
| Boeing Company (BA) | 0.2 | $313k | -14% | 1.4k | 217.12 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $309k | +8% | 534.00 | 579.45 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $306k | NEW | 3.4k | 90.00 |
|
| Advanced Micro Devices (AMD) | 0.2 | $302k | NEW | 1.4k | 214.16 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $287k | 5.3k | 53.76 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $283k | NEW | 263.00 | 1074.68 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $265k | -3% | 1.1k | 246.16 |
|
| Steris Shs Usd (STE) | 0.2 | $263k | NEW | 1.0k | 253.52 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $262k | NEW | 5.9k | 44.71 |
|
| Chubb (CB) | 0.2 | $254k | NEW | 813.00 | 312.12 |
|
| International Business Machines (IBM) | 0.2 | $252k | NEW | 852.00 | 296.21 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $249k | NEW | 859.00 | 290.22 |
|
| S&p Global (SPGI) | 0.2 | $249k | NEW | 476.00 | 522.59 |
|
| UnitedHealth (UNH) | 0.2 | $246k | NEW | 746.00 | 330.11 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $232k | NEW | 2.3k | 99.88 |
|
| Pgim Etf Tr Jennison Int Opp (PJIO) | 0.2 | $227k | NEW | 3.7k | 61.28 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $222k | 5.0k | 44.41 |
|
|
| Cohen & Steers Tax Advan P (PTA) | 0.2 | $218k | NEW | 11k | 19.31 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $218k | -12% | 1.2k | 177.75 |
|
| Kinder Morgan (KMI) | 0.2 | $215k | NEW | 7.8k | 27.49 |
|
| Amgen (AMGN) | 0.2 | $211k | NEW | 645.00 | 327.31 |
|
| Verizon Communications (VZ) | 0.2 | $208k | NEW | 5.1k | 40.73 |
|
| L3harris Technologies (LHX) | 0.2 | $206k | +4% | 700.00 | 293.57 |
|
| Coca-Cola Company (KO) | 0.2 | $203k | NEW | 2.9k | 69.91 |
|
Past Filings by Rainier Family Wealth
SEC 13F filings are viewable for Rainier Family Wealth going back to 2025
- Rainier Family Wealth 2025 Q4 filed Jan. 20, 2026
- 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