Rainier Family Wealth
Latest statistics and disclosures from Rainier Family Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, NVDA, MSFT, AAPL, SPYG, and represent 26.92% of Rainier Family Wealth's stock portfolio.
- Added to shares of these 10 stocks: FENI, AVEM, QQQM, IXC, WCPB, GUNR, EEM, NVDA, IAU, AAPL.
- Started 13 new stock positions in QQQM, IWN, PH, IAU, RIG, IXC, GEV, FENI, FCX, AXP. AVEM, GUNR, APH.
- Reduced shares in these 10 stocks: QQQ, SPYM, SPEM, , BA, STE, CB, IBM, SPGI, .
- Sold out of its positions in AMGN, BA, PTA, IBM, AGG, LHX, SPGI, CRM, UNH, STE. CB.
- Rainier Family Wealth was a net buyer of stock by $21M.
- Rainier Family Wealth has $149M in assets under management (AUM), dropping by 12.36%.
- Central Index Key (CIK): 0002073596
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Portfolio Holdings for Rainier Family Wealth
Rainier Family Wealth holds 93 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 7.6 | $11M | -13% | 148k | 76.54 |
|
| NVIDIA Corporation (NVDA) | 6.0 | $9.0M | +13% | 52k | 174.40 |
|
| Microsoft Corporation (MSFT) | 5.4 | $8.0M | 22k | 370.17 |
|
|
| Apple (AAPL) | 4.2 | $6.2M | +14% | 24k | 253.79 |
|
| Spdr Series Trust State Street Spd (SPYG) | 3.8 | $5.6M | +14% | 57k | 97.91 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 3.7 | $5.4M | +4% | 110k | 49.40 |
|
| Cameco Corporation (CCJ) | 3.1 | $4.6M | +18% | 42k | 108.61 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $4.4M | +17% | 15k | 287.56 |
|
| Spdr Series Trust State Street Spd (SPSM) | 2.9 | $4.3M | -4% | 89k | 48.32 |
|
| Broadcom (AVGO) | 2.7 | $4.0M | +11% | 13k | 309.51 |
|
| Spdr Series Trust State Street Spd (SPAB) | 2.5 | $3.7M | +25% | 143k | 25.62 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 2.4 | $3.6M | +14% | 37k | 97.13 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 2.4 | $3.5M | NEW | 95k | 37.20 |
|
| Amazon (AMZN) | 1.9 | $2.8M | +20% | 14k | 208.27 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 1.9 | $2.8M | +5% | 70k | 40.54 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $2.7M | -42% | 4.7k | 577.22 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.8 | $2.7M | NEW | 33k | 80.58 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.7 | $2.6M | NEW | 11k | 237.62 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $2.4M | +14% | 26k | 90.53 |
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 1.5 | $2.3M | +9% | 33k | 68.43 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.5 | $2.2M | +13% | 44k | 49.89 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.5 | $2.2M | +19% | 22k | 97.23 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.4 | $2.1M | +289% | 37k | 56.79 |
|
| Northern Lts Fd Tr Ii Weitz Core Plus (WCPB) | 1.4 | $2.1M | +308% | 84k | 25.29 |
|
| Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) | 1.4 | $2.1M | -4% | 32k | 65.77 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $2.0M | -3% | 6.7k | 294.16 |
|
| Ishares Tr Global Energ Etf (IXC) | 1.2 | $1.8M | NEW | 32k | 57.61 |
|
| Spdr Series Trust State Street Spd (SPMD) | 1.2 | $1.8M | +2% | 31k | 59.22 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $1.8M | +76% | 27k | 64.08 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 1.1 | $1.7M | +8% | 17k | 100.17 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 1.1 | $1.6M | NEW | 29k | 55.16 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $1.6M | +93% | 8.1k | 191.92 |
|
| Ishares Tr Cybersecurity (IHAK) | 1.0 | $1.5M | +22% | 33k | 43.65 |
|
| Wal-Mart Stores (WMT) | 1.0 | $1.4M | 12k | 124.28 |
|
|
| Costco Wholesale Corporation (COST) | 0.9 | $1.4M | +7% | 1.4k | 996.43 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $1.4M | +48% | 7.2k | 191.81 |
|
| Chevron Corporation (CVX) | 0.8 | $1.3M | +24% | 6.0k | 206.90 |
|
| Flexshares Tr Cr Scd Us Bd (SKOR) | 0.8 | $1.2M | +21% | 24k | 48.62 |
|
| Tesla Motors (TSLA) | 0.7 | $1.1M | +20% | 3.0k | 371.75 |
|
| Trane Technologies SHS (TT) | 0.7 | $998k | -13% | 2.4k | 416.74 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $986k | +23% | 2.1k | 479.20 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.6 | $966k | NEW | 11k | 88.16 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.6 | $941k | +26% | 8.6k | 109.69 |
|
| Meta Platforms Cl A (META) | 0.6 | $897k | 1.6k | 572.13 |
|
|
| Spdr Series Trust State Street Spd (HYMB) | 0.5 | $753k | +12% | 30k | 24.80 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.5 | $751k | -69% | 16k | 46.91 |
|
| Visa Com Cl A (V) | 0.5 | $745k | 2.5k | 302.24 |
|
|
| Exxon Mobil Corporation (XOM) | 0.5 | $723k | +14% | 4.3k | 169.66 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $723k | 2.5k | 286.86 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $718k | 1.00 | 718140.00 |
|
|
| Eaton Corp SHS (ETN) | 0.5 | $672k | -16% | 1.9k | 357.67 |
|
| Marathon Petroleum Corp (MPC) | 0.4 | $670k | -7% | 2.7k | 244.18 |
|
| Bank of America Corporation (BAC) | 0.4 | $652k | +67% | 13k | 48.75 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $568k | 1.3k | 426.40 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $566k | 2.3k | 244.44 |
|
|
| Cisco Systems (CSCO) | 0.4 | $542k | +2% | 7.0k | 77.59 |
|
| Oracle Corporation (ORCL) | 0.4 | $540k | 3.7k | 147.11 |
|
|
| Motorola Solutions Com New (MSI) | 0.3 | $477k | -24% | 1.1k | 433.97 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $464k | -4% | 710.00 | 653.21 |
|
| Home Depot (HD) | 0.3 | $448k | +11% | 1.4k | 328.89 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $444k | +83% | 483.00 | 919.77 |
|
| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.3 | $414k | +2% | 5.4k | 76.30 |
|
| Abbvie (ABBV) | 0.3 | $411k | +19% | 1.9k | 217.49 |
|
| Freeport Mcmoran CL B (FCX) | 0.3 | $408k | NEW | 6.9k | 58.78 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $401k | -3% | 869.00 | 460.99 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $397k | NEW | 443.00 | 895.24 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $396k | 16k | 24.75 |
|
|
| Ameriprise Financial (AMP) | 0.3 | $385k | +15% | 867.00 | 444.40 |
|
| Merck & Co (MRK) | 0.3 | $382k | 3.2k | 120.29 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $376k | +12% | 3.0k | 124.31 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $375k | +21% | 750.00 | 499.66 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $357k | 5.8k | 61.26 |
|
|
| Amphenol Corp Cl A (APH) | 0.2 | $348k | NEW | 2.8k | 126.35 |
|
| Johnson Controls Internation SHS (JCI) | 0.2 | $345k | -9% | 2.6k | 130.95 |
|
| Allstate Corporation (ALL) | 0.2 | $324k | -14% | 1.6k | 207.34 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $320k | 3.4k | 94.24 |
|
|
| TJX Companies (TJX) | 0.2 | $312k | -24% | 2.0k | 159.70 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $309k | +15% | 1.2k | 248.00 |
|
| Advanced Micro Devices (AMD) | 0.2 | $294k | +2% | 1.4k | 203.43 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $293k | +11% | 596.00 | 491.53 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $287k | 5.3k | 54.05 |
|
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| Kinder Morgan (KMI) | 0.2 | $263k | 7.8k | 33.53 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $254k | -21% | 1.3k | 196.86 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $247k | 859.00 | 287.18 |
|
|
| Verizon Communications (VZ) | 0.2 | $240k | -6% | 4.8k | 50.20 |
|
| Coca-Cola Company (KO) | 0.2 | $237k | +7% | 3.1k | 76.05 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $233k | NEW | 1.2k | 189.59 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.2 | $228k | 5.0k | 45.65 |
|
|
| Ge Vernova (GEV) | 0.1 | $213k | NEW | 244.00 | 872.90 |
|
| American Express Company (AXP) | 0.1 | $212k | NEW | 701.00 | 302.48 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $206k | +14% | 1.4k | 146.28 |
|
| Pgim Etf Tr Jennison Int Opp (PJIO) | 0.1 | $205k | 3.7k | 55.35 |
|
|
| Transocean Registered Shs (RIG) | 0.1 | $132k | NEW | 20k | 6.63 |
|
Past Filings by Rainier Family Wealth
SEC 13F filings are viewable for Rainier Family Wealth going back to 2025
- Rainier Family Wealth 2026 Q1 filed April 17, 2026
- 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