RAINIER FAMILY WEALTH INC

CIK 0002073596 • 7 13F filings • Jun 24, 2025 – Jul 15, 2026

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Filer information

Filed by: RAINIER FAMILY WEALTH INC, Agent
Address: 1102 BROADWAY SUITE 312, TACOMA, WA, 98402
Phone: 844-844-3453
AUM: $132.7M

AUM over time

$175.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $132.7M86 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$361K	0.3%	1,578 SH	New
ADVANCED MICRO DEVICES INC	COM	$302K	0.2%Prev: 0.6%	1,412 SH	Decreased-3,034 SH
ALLSTATE CORP	COM	$379K	0.3%Prev: 0.4%	1,819 SH	Increased+1 SH
ALPHABET INC	CAP STK CL A	$4.1M	3.1%Prev: 2.8%	13,083 SH	Increased+816 SH
ALPHABET INC	CAP STK CL C	$793K	0.6%Prev: 0.3%	2,528 SH	Increased+1,348 SH
AMAZON COM INC	COM	$2.6M	2.0%Prev: 2.3%	11,343 SH	Increased+2,787 SH
AMERIPRISE FINL INC	COM	$369K	0.3%Prev: 0.5%	752 SH	Decreased-47 SH
AMGEN INC	COM	$211K	0.2%	645 SH	New
APPLE INC	COM	$5.8M	4.4%Prev: 4.6%	21,372 SH	Increased+6,120 SH
BANK AMERICA CORP	COM	$439K	0.3%Prev: 0.4%	7,986 SH	Increased+936 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.6%Prev: 0.8%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$836K	0.6%Prev: 0.5%	1,663 SH	Increased+674 SH
BOEING CO	COM	$313K	0.2%Prev: 0.3%	1,442 SH	Increased-151 SH
BROADCOM INC	COM	$4.1M	3.1%Prev: 3.3%	11,716 SH	Increased+116 SH
CAMECO CORP	COM	$3.3M	2.5%Prev: 2.2%	35,610 SH	Increased+738 SH
CHEVRON CORP NEW	COM	$741K	0.6%Prev: 0.4%	4,865 SH	Increased+2,672 SH
CHUBB LIMITED	COM	$254K	0.2%Prev: 0.5%	813 SH	Decreased-599 SH
CISCO SYS INC	COM	$525K	0.4%Prev: 0.5%	6,822 SH	Increased-476 SH
COCA COLA CO	COM	$203K	0.2%	2,909 SH	New
COHEN & STEERS TAX ADVAN PFD	COM	$218K	0.2%	11,300 SH	New
COSTCO WHSL CORP NEW	COM	$1.1M	0.8%Prev: 1.0%	1,300 SH	Increased+419 SH
DBX ETF TR	XTRACK MSCI EAFE	$5.1M	3.8%Prev: 3.0%	105,902 SH	Increased+46,936 SH
EATON CORP PLC	SHS	$720K	0.5%Prev: 1.2%	2,259 SH	Decreased-769 SH
ELI LILLY & CO	COM	$283K	0.2%	263 SH	New
EXCHANGE TRADED CONCEPTS TRU	RANGE NUCLEAR RE	$2.1M	1.6%	32,825 SH	New
EXCHANGE TRADED CONCEPTS TRU	ROBO GLB ETF	$2.1M	1.6%	30,213 SH	New
EXXON MOBIL CORP	COM	$448K	0.3%	3,722 SH	New
FLEXSHARES TR	CR SCD US BD	$964K	0.7%	19,629 SH	New
HOME DEPOT INC	COM	$420K	0.3%Prev: 0.7%	1,220 SH	Decreased-248 SH
INTERNATIONAL BUSINESS MACHS	COM	$252K	0.2%	852 SH	New
INTUITIVE SURGICAL INC	COM NEW	$511K	0.4%Prev: 0.5%	902 SH	Increased+95 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$804K	0.6%Prev: 1.0%	4,197 SH	Increased-285 SH
INVESCO QQQ TR	UNIT SER 1	$5.0M	3.8%Prev: 2.5%	8,103 SH	Increased+4,090 SH
ISHARES TR	CORE MSCI EAFE	$2.0M	1.5%Prev: 1.8%	22,889 SH	Increased+2,275 SH
ISHARES TR	CORE S&P SCP ETF	$324K	0.2%Prev: 0.2%	2,696 SH	Increased+1,093 SH
ISHARES TR	CORE S&P500 ETF	$508K	0.4%Prev: 0.3%	741 SH	Increased+358 SH
ISHARES TR	CORE US AGGBD ET	$232K	0.2%	2,326 SH	New
ISHARES TR	CYBERSECURITY	$1.3M	1.0%	27,160 SH	New
ISHARES TR	MSCI EAFE ETF	$3.1M	2.3%Prev: 1.4%	32,375 SH	Increased+16,617 SH
ISHARES TR	MSCI EMG MKT ETF	$525K	0.4%Prev: 0.5%	9,592 SH	Increased+97 SH
ISHARES TR	MSCI USA QLT FCT	$957K	0.7%Prev: 0.9%	4,819 SH	Increased+593 SH
ISHARES TR	RUS 1000 GRW ETF	$630K	0.5%Prev: 0.6%	1,332 SH	Increased+148 SH
ISHARES TR	RUS MID CAP ETF	$1.8M	1.4%Prev: 1.6%	18,736 SH	Increased+4,074 SH
ISHARES TR	RUSSELL 2000 ETF	$265K	0.2%Prev: 0.3%	1,076 SH	Increased-84 SH
JOHNSON & JOHNSON	COM	$482K	0.4%Prev: 0.3%	2,331 SH	Increased+368 SH
JOHNSON CTLS INTL PLC	SHS	$350K	0.3%Prev: 0.4%	2,926 SH	Increased-926 SH
JPMORGAN CHASE & CO.	COM	$2.2M	1.7%Prev: 1.7%	6,908 SH	Increased+876 SH
KINDER MORGAN INC DEL	COM	$215K	0.2%	7,830 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$205K	0.2%Prev: 0.3%	700 SH	Decreased-392 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$2.4M	1.8%	65,924 SH	New
MARATHON PETE CORP	COM	$483K	0.4%Prev: 0.7%	2,970 SH	Decreased-1,063 SH
MASTERCARD INCORPORATED	CL A	$352K	0.3%Prev: 0.3%	616 SH	Increased+189 SH
MERCK & CO INC	COM	$328K	0.2%Prev: 0.6%	3,119 SH	Decreased-1,616 SH
META PLATFORMS INC	CL A	$1.0M	0.8%Prev: 0.7%	1,578 SH	Increased+533 SH
MICROSOFT CORP	COM	$10.3M	7.8%Prev: 6.5%	21,328 SH	Increased+8,534 SH
MOTOROLA SOLUTIONS INC	COM NEW	$556K	0.4%Prev: 1.1%	1,450 SH	Decreased-435 SH
NORTHERN LTS FD TR II	WEITZ CORE PLUS	$523K	0.4%	20,466 SH	New
NVIDIA CORPORATION	COM	$8.5M	6.4%Prev: 7.2%	45,518 SH	Increased+1,452 SH
NXP SEMICONDUCTORS N V	COM	$355K	0.3%Prev: 0.8%	1,634 SH	Decreased-1,435 SH
ORACLE CORP	COM	$724K	0.5%Prev: 0.7%	3,715 SH	Increased+451 SH
PALANTIR TECHNOLOGIES INC	CL A	$218K	0.2%	1,224 SH	New
PGIM ETF TR	JENNISON INT OPP	$227K	0.2%	3,698 SH	New
S&P GLOBAL INC	COM	$249K	0.2%Prev: 0.4%	476 SH	Decreased-157 SH
SALESFORCE INC	COM	$490K	0.4%Prev: 0.7%	1,849 SH	Decreased+72 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$384K	0.3%Prev: 0.4%	15,982 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET ENE	$262K	0.2%	5,868 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$222K	0.2%Prev: 0.3%	5,000 SH	Decreased-3,415 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$2.4M	1.8%Prev: 1.6%	52,085 SH	Increased+18,686 SH
SPDR SERIES TRUST	STATE STREET SPD	$28.8M	21.7%	484,800 SH	New
STERIS PLC	SHS USD	$263K	0.2%Prev: 0.3%	1,038 SH	Decreased-256 SH
TCW ETF TRUST	TRANSFRM 500 ETF	$425K	0.3%	5,302 SH	New
TESLA INC	COM	$1.1M	0.8%Prev: 1.0%	2,456 SH	Increased+470 SH
THERMO FISHER SCIENTIFIC INC	COM	$309K	0.2%Prev: 0.3%	534 SH	Increased+27 SH
TJX COS INC NEW	COM	$400K	0.3%Prev: 0.5%	2,601 SH	Increased-518 SH
TRANE TECHNOLOGIES PLC	SHS	$1.1M	0.8%Prev: 1.4%	2,777 SH	Decreased-326 SH
UNITEDHEALTH GROUP INC	COM	$246K	0.2%Prev: 0.6%	746 SH	Decreased-158 SH
VANGUARD INDEX FDS	MID CAP ETF	$249K	0.2%	859 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$287K	0.2%Prev: 0.3%	5,334 SH	Increased+526 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.0M	1.5%	39,090 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$824K	0.6%Prev: 0.8%	6,764 SH	Increased
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.5M	1.1%Prev: 1.4%	15,247 SH	Increased+2,209 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$972K	0.7%Prev: 0.9%	15,562 SH	Increased+6 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$306K	0.2%	3,400 SH	New
VERIZON COMMUNICATIONS INC	COM	$207K	0.2%Prev: 0.2%	5,094 SH	Increased-1 SH
VISA INC	COM CL A	$869K	0.7%Prev: 0.9%	2,479 SH	Increased+91 SH
WALMART INC	COM	$1.3M	1.0%Prev: 1.1%	11,755 SH	Increased+1,857 SH

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $209K
CME GROUP INC — $249K
COMCAST CORP NEW — $234K
DANAHER CORPORATION — $163K
DARDEN RESTAURANTS INC — $195K
DIAMONDBACK ENERGY INC — $177K
EDWARDS LIFESCIENCES CORP — $191K
FIDELITY WISE ORIGIN BITCOIN — $245K
FISERV INC — $688K
HESS CORP — $260K
INTERCONTINENTAL EXCHANGE IN — $435K
IQVIA HLDGS INC — $347K
MEDTRONIC PLC — $201K
PEPSICO INC — $250K
REPUBLIC SVCS INC — $189K
SCHWAB STRATEGIC TR — $773K
SPDR SER TR — $436K
SPDR SER TR — $1.5M
SPDR SER TR — $9.1M
SPDR SER TR — $3.9M
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 20, 2026	Q4 2025	13F-HR	0001754960-26-000088	$132.7M	View
Jun 24, 2025	Q4 2024	13F-HR	0001754960-25-000311	$82.7M	View
Oct 16, 2025	Q3 2025