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: $149.1M87 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$411K	0.3%	1,888 SH	New
ADVANCED MICRO DEVICES INC	COM	$294K	0.2%Prev: 0.3%	1,447 SH	Increased-1,102 SH
ALLSTATE CORP	COM	$324K	0.2%Prev: 0.3%	1,562 SH	Increased+188 SH
ALPHABET INC	CAP STK CL A	$4.4M	3.0%Prev: 2.2%	15,308 SH	Increased+3,069 SH
ALPHABET INC	CAP STK CL C	$723K	0.5%	2,519 SH	New
AMAZON COM INC	COM	$2.8M	1.9%Prev: 1.9%	13,653 SH	Increased+5,135 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.7M	1.8%	32,903 SH	New
AMERICAN EXPRESS CO	COM	$212K	0.1%	701 SH	New
AMERIPRISE FINL INC	COM	$385K	0.3%Prev: 0.4%	867 SH	Increased+115 SH
AMPHENOL CORP	CL A	$348K	0.2%	2,754 SH	New
APPLE INC	COM	$6.2M	4.2%Prev: 4.0%	24,386 SH	Increased+9,218 SH
BANK AMERICA CORP	COM	$652K	0.4%Prev: 0.3%	13,374 SH	Increased+7,217 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$718K	0.5%Prev: 0.9%	1 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$986K	0.7%Prev: 0.6%	2,057 SH	Increased+1,088 SH
BROADCOM INC	COM	$4.0M	2.7%Prev: 2.3%	13,035 SH	Increased+1,600 SH
CAMECO CORP	COM	$4.6M	3.1%Prev: 1.7%	42,369 SH	Increased+7,711 SH
CHEVRON CORPORATION	COM	$1.3M	0.8%	6,048 SH	New
CISCO SYS INC	COM	$542K	0.4%Prev: 0.4%	6,983 SH	Increased+1,545 SH
COCA COLA CO	COM	$237K	0.2%	3,117 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.4M	0.9%	1,393 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$5.4M	3.7%Prev: 3.3%	110,223 SH	Increased+45,736 SH
EATON CORP PLC	SHS	$672K	0.5%Prev: 0.9%	1,878 SH	Decreased-1,060 SH
ELI LILLY & CO	COM	$444K	0.3%	483 SH	New
EXCHANGE TRADED CONCEPTS TRU	RANGE NUCLEAR RE	$2.1M	1.4%	31,477 SH	New
EXCHANGE TRADED CONCEPTS TRU	ROBO GLB ETF	$2.3M	1.5%	33,137 SH	New
EXXON MOBIL CORP	COM	$723K	0.5%Prev: 0.2%	4,263 SH	Increased+2,570 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$3.5M	2.4%	95,097 SH	New
FLEXSHARES TR	CR SCD US BD	$1.2M	0.8%Prev: 0.4%	23,768 SH	Increased+17,183 SH
FLEXSHARES TR	MORNSTAR UPSTR	$1.6M	1.1%	28,813 SH	New
FREEPORT MCMORAN INC	CL B	$408K	0.3%	6,938 SH	New
GE VERNOVA INC	COM	$213K	0.1%	244 SH	New
HOME DEPOT INC	COM	$448K	0.3%Prev: 0.5%	1,361 SH	Increased+205 SH
INTUITIVE SURGICAL INC	COM NEW	$401K	0.3%Prev: 0.5%	869 SH	Increased+62 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.6M	1.7%	10,826 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.6M	1.0%Prev: 3.5%	8,124 SH	Decreased-9,067 SH
INVESCO QQQ TR	UNIT SER 1	$2.7M	1.8%Prev: 3.1%	4,682 SH	Increased-871 SH
ISHARES GOLD TR	ISHARES NEW	$966K	0.6%	10,957 SH	New
ISHARES TR	CORE MSCI EAFE	$2.4M	1.6%Prev: 1.9%	26,310 SH	Increased+5,306 SH
ISHARES TR	CORE S&P SCP ETF	$376K	0.3%	3,023 SH	New
ISHARES TR	CORE S&P500 ETF	$464K	0.3%Prev: 0.3%	710 SH	Increased+297 SH
ISHARES TR	CYBERSECURITY	$1.5M	1.0%	33,222 SH	New
ISHARES TR	GLOBAL ENERG ETF	$1.8M	1.2%	32,100 SH	New
ISHARES TR	MSCI EAFE ETF	$3.6M	2.4%Prev: 2.0%	37,035 SH	Increased+16,746 SH
ISHARES TR	MSCI EMG MKT ETF	$2.1M	1.4%Prev: 0.5%	37,387 SH	Increased+27,892 SH
ISHARES TR	MSCI USA QLT FCT	$1.4M	0.9%Prev: 0.9%	7,154 SH	Increased+2,928 SH
ISHARES TR	RUS 1000 GRW ETF	$568K	0.4%Prev: 0.5%	1,332 SH	Increased+148 SH
ISHARES TR	RUS 2000 VAL ETF	$233K	0.2%	1,229 SH	New
ISHARES TR	RUS MID CAP ETF	$2.2M	1.5%Prev: 1.8%	22,333 SH	Increased+4,117 SH
ISHARES TR	RUSSELL 2000 ETF	$309K	0.2%Prev: 0.3%	1,246 SH	Increased+126 SH
JOHNSON & JOHNSON	COM	$566K	0.4%Prev: 0.4%	2,315 SH	Increased+400 SH
JOHNSON CONTROLS INTERNATION	SHS	$345K	0.2%	2,635 SH	New
JPMORGAN CHASE & CO	COM	$2.0M	1.3%	6,698 SH	New
KINDER MORGAN INC DEL	COM	$263K	0.2%	7,830 SH	New
LEGG MASON ETF INVT	FRANKLIN INTL LW	$2.8M	1.9%Prev: 1.0%	69,664 SH	Increased+42,698 SH
MARATHON PETE CORP	COM	$670K	0.4%Prev: 0.6%	2,743 SH	Increased-759 SH
MASTERCARD INCORPORATED	CL A	$375K	0.3%Prev: 0.3%	750 SH	Increased+323 SH
MERCK & CO INC	COM	$382K	0.3%Prev: 0.4%	3,176 SH	Increased-707 SH
META PLATFORMS INC	CL A	$897K	0.6%Prev: 0.7%	1,567 SH	Increased+473 SH
MICROSOFT CORP	COM	$8.0M	5.4%Prev: 8.6%	21,588 SH	Increased+2,219 SH
MOTOROLA SOLUTIONS INC	COM NEW	$477K	0.3%Prev: 1.0%	1,100 SH	Decreased-813 SH
NORTHERN LTS FD TR II	WEITZ CORE PLUS	$2.1M	1.4%	83,519 SH	New
NVIDIA CORPORATION	COM	$9.0M	6.0%Prev: 5.3%	51,716 SH	Increased+9,959 SH
NXP SEMICONDUCTORS N V	COM	$254K	0.2%Prev: 0.6%	1,290 SH	Decreased-1,545 SH
ORACLE CORP	COM	$540K	0.4%Prev: 0.5%	3,668 SH	Increased+404 SH
PALANTIR TECHNOLOGIES INC	CL A	$206K	0.1%	1,406 SH	New
PARKER-HANNIFIN CORP	COM	$397K	0.3%	443 SH	New
PGIM ETF TR	JENNISON INT OPP	$205K	0.1%	3,698 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$396K	0.3%Prev: 0.4%	15,982 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET ENE	$357K	0.2%	5,834 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$979K	0.7%	21,003 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$27.5M	18.5%	498,875 SH	New
TCW ETF TRUST	TRANSFRM 500 ETF	$414K	0.3%	5,420 SH	New
TESLA INC	COM	$1.1M	0.7%Prev: 0.6%	2,971 SH	Increased+1,033 SH
THERMO FISHER SCIENTIFIC INC	COM	$293K	0.2%Prev: 0.3%	596 SH	Increased+107 SH
TJX COS INC NEW	COM	$312K	0.2%Prev: 0.5%	1,955 SH	Decreased-1,373 SH
TRANE TECHNOLOGIES PLC	SHS	$998K	0.7%Prev: 1.2%	2,395 SH	Decreased-673 SH
TRANSOCEAN LTD	REGISTERED SHS	$132K	0.1%	19,855 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$247K	0.2%	859 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$287K	0.2%Prev: 0.3%	5,308 SH	Increased+518 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.2M	1.5%Prev: 1.0%	44,382 SH	Increased+27,231 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$941K	0.6%Prev: 0.7%	8,579 SH	Increased+1,815 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.7M	1.1%Prev: 1.6%	16,487 SH	Increased+43 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.8M	1.2%Prev: 0.8%	27,391 SH	Increased+14,214 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$320K	0.2%	3,400 SH	New
VERIZON COMMUNICATIONS INC	COM	$240K	0.2%Prev: 0.3%	4,776 SH	Decreased-532 SH
VISA INC	COM CL A	$745K	0.5%Prev: 1.0%	2,466 SH	Decreased+67 SH
WALMART INC	COM	$1.4M	1.0%Prev: 1.1%	11,572 SH	Increased+1,407 SH

Sold (vs prior filing)

BOEING CO — $272K
CHEVRON CORP NEW — $367K
CHUBB LIMITED — $352K
CME GROUP INC — $284K
COSTCO WHSL CORP NEW — $878K
DARDEN RESTAURANTS INC — $217K
FIDELITY COVINGTON TRUST — $1.1M
FIDELITY WISE ORIGIN BITCOIN — $216K
FISERV INC — $708K
HESS CORP — $259K
INTERCONTINENTAL EXCHANGE IN — $201K
IQVIA HLDGS INC — $230K
JOHNSON CTLS INTL PLC — $290K
JPMORGAN CHASE & CO. — $1.5M
L3HARRIS TECHNOLOGIES INC — $226K
MEDTRONIC PLC — $219K
REPUBLIC SVCS INC — $228K
S&P GLOBAL INC — $317K
SALESFORCE INC — $494K
SPDR INDEX SHS FDS — $1.5M
… and 8 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