RAINIER FAMILY WEALTH INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, RAINIER FAMILY WEALTH INC held in its portfolio 86 assets valued at $132,686,553 (i.e. $132.69M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($28.77M), MICROSOFT CORP ($10.32M), and NVIDIA CORPORATION ($8.49M).
The chart below shows the top 10 valuable assets, and the table below shows the top 86 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
RAINIER FAMILY WEALTH INC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 484800 | 28769539 | STATE STREET SPD |
| MICROSOFT CORP | 21328 | 10314648 | COM |
| NVIDIA CORPORATION | 45518 | 8489047 | COM |
| APPLE INC | 21372 | 5810192 | COM |
| DBX ETF TR | 105902 | 5094961 | XTRACK MSCI EAFE |
| INVESCO QQQ TR | 8103 | 4977953 | UNIT SER 1 |
| ALPHABET INC | 13083 | 4094979 | CAP STK CL A |
| BROADCOM INC | 11716 | 4054908 | COM |
| CAMECO CORP | 35610 | 3257959 | COM |
| ISHARES TR | 32375 | 3108991 | MSCI EAFE ETF |
| AMAZON COM INC | 11343 | 2618192 | COM |
| SPDR INDEX SHS FDS | 52085 | 2438086 | PORTFOLIO EMG MK |
| LEGG MASON ETF INVT | 65924 | 2427333 | FRANKLIN INTL LW |
| JPMORGAN CHASE & CO. | 6908 | 2225896 | COM |
| EXCHANGE TRADED CONCEPTS TRU | 30213 | 2094064 | ROBO GLB ETF |
| EXCHANGE TRADED CONCEPTS TRU | 32825 | 2084388 | RANGE NUCLEAR RE |
| ISHARES TR | 22889 | 2047650 | CORE MSCI EAFE |
| VANGUARD MUN BD FDS | 39090 | 1965826 | TAX EXEMPT BD |
| ISHARES TR | 18736 | 1803754 | RUS MID CAP ETF |
| VANGUARD SCOTTSDALE FDS | 15247 | 1517333 | VNG RUS2000IDX |
| WALMART INC | 11755 | 1309625 | COM |
| ISHARES TR | 27160 | 1306940 | CYBERSECURITY |
| COSTCO WHSL CORP NEW | 1300 | 1121042 | COM |
| TESLA INC | 2456 | 1104513 | COM |
| TRANE TECHNOLOGIES PLC | 2777 | 1080809 | SHS |
| META PLATFORMS INC | 1578 | 1041623 | CL A |
| VANGUARD TAX-MANAGED FDS | 15562 | 972159 | VAN FTSE DEV MKT |
| FLEXSHARES TR | 19629 | 964275 | CR SCD US BD |
| ISHARES TR | 4819 | 957150 | MSCI USA QLT FCT |
| VISA INC | 2479 | 869411 | COM CL A |
| BERKSHIRE HATHAWAY INC DEL | 1663 | 835907 | CL B NEW |
| VANGUARD SCOTTSDALE FDS | 6764 | 823517 | VNG RUS1000GRW |
| INVESCO EXCHANGE TRADED FD T | 4197 | 803978 | S&P500 EQL WGT |
| ALPHABET INC | 2528 | 793287 | CAP STK CL C |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| CHEVRON CORP NEW | 4865 | 741475 | COM |
| ORACLE CORP | 3715 | 724091 | COM |
| EATON CORP PLC | 2259 | 719515 | SHS |
| ISHARES TR | 1332 | 630436 | RUS 1000 GRW ETF |
| MOTOROLA SOLUTIONS INC | 1450 | 555814 | COM NEW |
| CISCO SYS INC | 6822 | 525499 | COM |
| ISHARES TR | 9592 | 524779 | MSCI EMG MKT ETF |
| NORTHERN LTS FD TR II | 20466 | 522702 | WEITZ CORE PLUS |
| INTUITIVE SURGICAL INC | 902 | 510857 | COM NEW |
| ISHARES TR | 741 | 507816 | CORE S&P500 ETF |
| SALESFORCE INC | 1849 | 489819 | COM |
| MARATHON PETE CORP | 2970 | 483012 | COM |
| JOHNSON & JOHNSON | 2331 | 482401 | COM |
| EXXON MOBIL CORP | 3722 | 447906 | COM |
| BANK AMERICA CORP | 7986 | 439230 | COM |
| TCW ETF TRUST | 5302 | 425347 | TRANSFRM 500 ETF |
| HOME DEPOT INC | 1220 | 419802 | COM |
| TJX COS INC NEW | 2601 | 399540 | COM |
| SCHWAB STRATEGIC TR | 15982 | 384208 | INTL EQTY ETF |
| ALLSTATE CORP | 1819 | 378625 | COM |
| AMERIPRISE FINL INC | 752 | 368736 | COM |
| ABBVIE INC | 1578 | 360558 | COM |
| NXP SEMICONDUCTORS N V | 1634 | 354677 | COM |
| MASTERCARD INCORPORATED | 616 | 351663 | CL A |
| JOHNSON CTLS INTL PLC | 2926 | 350389 | SHS |
| MERCK & CO INC | 3119 | 328306 | COM |
| ISHARES TR | 2696 | 324006 | CORE S&P SCP ETF |
| BOEING CO | 1442 | 313088 | COM |
| THERMO FISHER SCIENTIFIC INC | 534 | 309427 | COM |
| VANGUARD WHITEHALL FDS | 3400 | 306000 | INTL HIGH ETF |
| ADVANCED MICRO DEVICES INC | 1412 | 302394 | COM |
| VANGUARD INTL EQUITY INDEX F | 5334 | 286756 | FTSE EMR MKT ETF |
| ELI LILLY & CO | 263 | 282641 | COM |
| ISHARES TR | 1076 | 264869 | RUSSELL 2000 ETF |
| STERIS PLC | 1038 | 263154 | SHS USD |
| SELECT SECTOR SPDR TR | 5868 | 262359 | STATE STREET ENE |
| CHUBB LIMITED | 813 | 253754 | COM |
| INTERNATIONAL BUSINESS MACHS | 852 | 252371 | COM |
| VANGUARD INDEX FDS | 859 | 249299 | MID CAP ETF |
| S&P GLOBAL INC | 476 | 248753 | COM |
| UNITEDHEALTH GROUP INC | 746 | 246263 | COM |
| ISHARES TR | 2326 | 232321 | CORE US AGGBD ET |
| PGIM ETF TR | 3698 | 226632 | JENNISON INT OPP |
| SPDR INDEX SHS FDS | 5000 | 222050 | PORTFOLIO DEVLPD |
| COHEN & STEERS TAX ADVAN PFD | 11300 | 218203 | COM |
| PALANTIR TECHNOLOGIES INC | 1224 | 217566 | CL A |
| KINDER MORGAN INC DEL | 7830 | 215247 | COM |
| AMGEN INC | 645 | 211115 | COM |
| VERIZON COMMUNICATIONS INC | 5094 | 207479 | COM |
| L3HARRIS TECHNOLOGIES INC | 700 | 205499 | COM |
| COCA COLA CO | 2909 | 203369 | COM |
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