Rainier Family Wealth Inc Top Holdings and 13F Report (2025)

About Rainier Family Wealth Inc

Investment Activity

Rainier Family Wealth Inc has $112.17 million in total holdings as of September 30, 2025.
Rainier Family Wealth Inc owns shares of 71 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 6.79% of the portfolio was purchased this quarter.
About 3.80% of the portfolio was sold this quarter.
This quarter, Rainier Family Wealth Inc has purchased 77 new stocks and bought additional shares in 33 stocks.
Rainier Family Wealth Inc sold shares of 20 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $12,213,286
Microsoft: $10,586,381
NVIDIA: $8,553,886
Apple: $5,072,485
SPDR Portfolio S&P 500 Growth ETF: $4,913,412

Largest New Holdings this Quarter

69608A108 - PALANTIR TECHNOLOGIES INC: $255,571 Holding
29287L106 - TCW Transform 500 ETF: $243,314 Holding
883556102 - Thermo Fisher Scientific: $238,630 Holding

Largest Purchases this Quarter

Apple: 4,515 shares (about $1.15M)
NVIDIA: 3,530 shares (about $658.62K)
SPDR Portfolio Aggregate Bond ETF: 19,928 shares (about $515.14K)
Franklin International Low Volatility High Dividend Index ETF: 12,846 shares (about $446.40K)
Microsoft: 696 shares (about $360.49K)

Largest Sales this Quarter

Eaton: 643 shares (about $240.64K)
Trane Technologies: 543 shares (about $229.12K)
Broadcom: 608 shares (about $200.59K)
Motorola Solutions: 428 shares (about $195.72K)
Walmart: 1,675 shares (about $172.63K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPLG SPDR Portfolio S&P 500 ETF	$12,213,286	$360,286 ▲	3.0%	155,901	10.9%	ETF
MSFT Microsoft	$10,586,381	$360,493 ▲	3.5%	20,439	9.4%	Computer and Technology
NVDA NVIDIA	$8,553,886	$658,623 ▲	8.3%	45,846	7.6%	Computer and Technology
AAPL Apple	$5,072,485	$1,149,655 ▲	29.3%	19,921	4.5%	Computer and Technology
SPYG SPDR Portfolio S&P 500 Growth ETF	$4,913,412	$300,988 ▲	6.5%	47,014	4.4%	ETF
QQQ Invesco QQQ	$4,313,853	$205,936 ▲	5.0%	7,185	3.8%	Finance
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$3,929,747	$302,706 ▲	8.3%	84,656	3.5%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$3,748,492	$4,771 ▼	-0.1%	80,926	3.3%	ETF
AVGO Broadcom	$3,681,796	$200,585 ▼	-5.2%	11,160	3.3%	Computer and Technology
GOOGL Alphabet	$2,984,053	$45,946 ▼	-1.5%	12,275	2.7%	Computer and Technology
CCJ Cameco	$2,893,841	$8,386 ▲	0.3%	34,508	2.6%	Basic Materials
EFA iShares MSCI EAFE ETF	$2,745,471	$260,224 ▲	10.5%	29,404	2.4%	Finance
SPAB SPDR Portfolio Aggregate Bond ETF	$2,205,214	$515,139 ▲	30.5%	85,308	2.0%	ETF
AMZN Amazon.com	$2,033,658	$105,394 ▲	5.5%	9,262	1.8%	Retail/Wholesale
SPEM SPDR Portfolio Emerging Markets ETF	$2,026,065	$30,099 ▲	1.5%	43,283	1.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,998,439		0.0%	22,889	1.8%	ETF
EXCHANGE TRADED CONCEPTS TRU	$1,837,576	$330,664 ▲	21.9%	28,253	1.6%	RANGE NUCLEAR RE
LVHI Franklin International Low Volatility High Dividend Index ETF	$1,814,551	$446,401 ▲	32.6%	52,217	1.6%	ETF
ROBO ROBO Global Robotics & Automation ETF	$1,655,915	$133,021 ▲	8.7%	25,258	1.5%	ETF
JPM JPMorgan Chase & Co.	$1,653,485	$164,024 ▼	-9.0%	5,242	1.5%	Finance
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$1,590,317	$84,926 ▲	5.6%	27,808	1.4%	ETF
IWR iShares Russell Mid-Cap ETF	$1,527,750	$53,780 ▲	3.6%	15,823	1.4%	ETF
VTWO Vanguard Russell 2000 ETF	$1,318,664	$21,813 ▼	-1.6%	13,481	1.2%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$1,306,242	$287,205 ▲	28.2%	26,088	1.2%	ETF
COST Costco Wholesale	$1,091,318	$177,721 ▲	19.5%	1,179	1.0%	Retail/Wholesale
TT Trane Technologies	$1,086,126	$229,124 ▼	-17.4%	2,574	1.0%	Construction
IHAK iShares Cybersecurity and Tech ETF	$1,081,923	$145,425 ▲	15.5%	20,675	1.0%	ETF
TSLA Tesla	$1,045,537	$105,843 ▲	11.3%	2,351	0.9%	Auto/Tires/Trucks
ORCL Oracle	$1,003,465	$43,592 ▲	4.5%	3,568	0.9%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$927,802		0.0%	15,484	0.8%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$927,765		0.0%	4,770	0.8%	ETF
META Meta Platforms	$884,928	$62,422 ▲	7.6%	1,205	0.8%	Computer and Technology
WMT Walmart	$867,972	$172,626 ▼	-16.6%	8,422	0.8%	Retail/Wholesale
RSP Invesco S&P 500 Equal Weight ETF	$815,141	$25,230 ▼	-3.0%	4,297	0.7%	ETF
VONG Vanguard Russell 1000 Growth ETF	$815,062		0.0%	6,764	0.7%	ETF
SKOR FlexShares Credit-Scored US Corporate Bond Index Fund	$788,887	$200,300 ▲	34.0%	16,018	0.7%	ETF
ETN Eaton	$756,360	$240,643 ▼	-24.1%	2,021	0.7%	Industrials
BRK.A Berkshire Hathaway	$754,200		0.0%	1	0.7%	Finance
V Visa	$723,385	$65,204 ▼	-8.3%	2,119	0.6%	Business Services
CVX Chevron	$652,063	$281,386 ▲	75.9%	4,199	0.6%	Energy
MSI Motorola Solutions	$627,860	$195,720 ▼	-23.8%	1,373	0.6%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$623,923		0.0%	1,332	0.6%	ETF
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF	$545,853	$848 ▲	0.2%	21,895	0.5%	ETF
BRK.B Berkshire Hathaway	$517,823		0.0%	1,030	0.5%	Finance
EEM iShares MSCI Emerging Markets ETF	$507,033		0.0%	9,495	0.5%	Finance
MPC Marathon Petroleum	$504,016	$97,719 ▼	-16.2%	2,615	0.4%	Energy
ISRG Intuitive Surgical	$486,140	$111,808 ▲	29.9%	1,087	0.4%	Medical
IVV iShares Core S&P 500 ETF	$481,496		0.0%	719	0.4%	ETF
CSCO Cisco Systems	$426,052	$31,473 ▲	8.0%	6,227	0.4%	Computer and Technology
HD Home Depot	$411,674	$22,286 ▼	-5.1%	1,016	0.4%	Retail/Wholesale
NXPI NXP Semiconductors	$404,904	$61,943 ▼	-13.3%	1,778	0.4%	Computer and Technology
SCHF Schwab International Equity ETF	$372,061		0.0%	15,982	0.3%	ETF
AMP Ameriprise Financial	$369,420		0.0%	752	0.3%	Finance
BA Boeing	$366,048	$18,993 ▲	5.5%	1,696	0.3%	Aerospace
GOOG Alphabet	$356,071	$731 ▲	0.2%	1,462	0.3%	Computer and Technology
BAC Bank of America	$343,384	$13,413 ▲	4.1%	6,656	0.3%	Finance
TJX TJX Companies	$320,157	$74,438 ▼	-18.9%	2,215	0.3%	Retail/Wholesale
MA Mastercard	$319,103	$40,954 ▲	14.7%	561	0.3%	Business Services
JNJ Johnson & Johnson	$317,810	$37,455 ▼	-10.5%	1,714	0.3%	Medical
JCI Johnson Controls International	$290,928	$91,808 ▼	-24.0%	2,646	0.3%	Construction
VWO Vanguard FTSE Emerging Markets ETF	$288,997		0.0%	5,334	0.3%	ETF
XOM Exxon Mobil	$277,140	$51,414 ▲	22.8%	2,458	0.2%	Energy
FI Fiserv	$275,653	$75,553 ▼	-21.5%	2,138	0.2%	Business Services
IWM iShares Russell 2000 ETF	$270,996		0.0%	1,120	0.2%	Finance
CRM Salesforce	$263,544	$55,221 ▼	-17.3%	1,112	0.2%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$255,571	$255,571 ▲	New Holding	1,401	0.2%	CL A
VOTE TCW Transform 500 ETF	$243,314	$243,314 ▲	New Holding	3,100	0.2%	ETF
TMO Thermo Fisher Scientific	$238,630	$238,630 ▲	New Holding	492	0.2%	Medical
RSG Republic Services	$215,941		0.0%	941	0.2%	Business Services
SPDW SPDR Portfolio Developed World ex-US ETF	$213,950		0.0%	5,000	0.2%	ETF
LHX L3Harris Technologies	$204,014	$97,426 ▼	-32.3%	668	0.2%	Aerospace
SPGI S&P Global	$0	$293,174 ▼	-100.0%	0	0.0%	Finance
CB Chubb	$0	$285,954 ▼	-100.0%	0	0.0%	Finance
CME CME Group	$0	$283,338 ▼	-100.0%	0	0.0%	Finance
STE STERIS	$0	$281,298 ▼	-100.0%	0	0.0%	Medical
ALL Allstate	$0	$258,885 ▼	-100.0%	0	0.0%	Finance
VZ Verizon Communications	$0	$238,981 ▼	-100.0%	0	0.0%	Computer and Technology
HES Hess	$0	$224,851 ▼	-100.0%	0	0.0%	Energy
ICE Intercontinental Exchange	$0	$214,293 ▼	-100.0%	0	0.0%	Finance
UNH UnitedHealth Group	$0	$206,213 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Rainier Family Wealth Inc Top Holdings and 13F Report (2025)

About Rainier Family Wealth Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Rainier Family Wealth Inc Top Holdings and 13F Report (2025)

About Rainier Family Wealth Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRainier Family Wealth Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools