Rainier Family Wealth Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed June 24, 2025), Rainier Family Wealth Inc. reported 87 stock positions worth $82.7 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 11.0% of the portfolio, followed by Nvidia (NVDA, 7.2%) and Microsoft (MSFT, 6.5%).
- Most Recent 13F
- Q2 2026
- Location
- TACOMA, WA
- CIK
- 0002073596
- Portfolio Value
- $82.7M (Q4 2024)
- SEC Filing
- 0001754960-25-000311 ↗ filed Jun 24, 2025
Holdings Value
Holdings 87 stocks · $82.7M
| SPYM Ste STR SPDR PT S&P 500 ETF | 11.01% | 132,035 | $9.1M | — |
| NVDA Nvidia Corp. | 7.16% | 44,066 | $5.9M | — |
| MSFT Microsoft Corp. | 6.52% | 12,794 | $5.4M | — |
| SPSM SS SPDR P S&P 600 Small Cap | 4.73% | 87,013 | $3.9M | — |
| AAPL Apple Inc. | 4.62% | 15,252 | $3.8M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.43% | 32,214 | $2.8M | — |
| AVGO Broadcom Inc. | 3.25% | 11,600 | $2.7M | — |
| DBEF Xtrackers MSCI Eafe Hedged E | 2.95% | 58,966 | $2.4M | — |
| GOOGL Alphabet Inc. Class A | 2.81% | 12,267 | $2.3M | — |
| QQQ Invesco QQQ Trust Series 1 | 2.48% | 4,013 | $2.1M | — |
| AMZN Amazon.com Inc. | 2.27% | 8,556 | $1.9M | — |
| CCJ Cameco Corp. | 2.17% | 34,872 | $1.8M | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.79% | 27,058 | $1.5M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.75% | 20,614 | $1.4M | — |
| JPM JPMorgan Chase & Co. | 1.75% | 6,032 | $1.4M | — |
| IWR iShares Russell Mid-Cap ETF | 1.57% | 14,662 | $1.3M | — |
| SPEM State Street SP PTF Em ETF | 1.55% | 33,399 | $1.3M | — |
| EFA iShares MSCI Eafe ETF | 1.44% | 15,758 | $1.2M | — |
| VTWO Vanguard Russell 2000 ETF | 1.41% | 13,038 | $1.2M | — |
| TT Trane Technologies PLC | 1.39% | 3,103 | $1.1M | — |
| ETN Eaton Corp. PLC | 1.22% | 3,028 | $1.0M | — |
| WMT Walmart Inc. | 1.08% | 9,898 | $894K | — |
| MSI Motorola Solutions Inc. | 1.05% | 1,885 | $871K | — |
| COST Costco Wholesale Corp. | 0.98% | 881 | $807K | — |
| TSLA Tesla Inc. | 0.97% | 1,986 | $802K | — |
| RSP Invesco S&P 500 Equal Weight | 0.95% | 4,482 | $785K | — |
| SCHD Schwab US DVD Equity ETF | 0.94% | 28,306 | $773K | — |
| V Visa Inc. Class A | 0.91% | 2,388 | $755K | — |
| QUAL iShares MSCI USA Quality Fac | 0.91% | 4,226 | $753K | — |
| VEA Vanguard Ftse Developed ETF | 0.90% | 15,556 | $744K | — |
| VONG Vanguard Russell 1000 Growth | 0.85% | 6,764 | $699K | — |
| FISV Fiserv Inc. | 0.83% | 3,350 | $688K | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.82% | 1 | $681K | — |
| NXPI NXP Semiconductors NV | 0.77% | 3,069 | $638K | — |
| META Meta Platforms Inc. Class A | 0.74% | 1,045 | $612K | — |
| CRM Salesforce Inc. | 0.72% | 1,777 | $594K | — |
| HD Home Depot Inc. | 0.69% | 1,468 | $571K | — |
| MPC Marathon Petroleum Corp. | 0.68% | 4,033 | $563K | — |
| ORCL Oracle Corp. | 0.66% | 3,264 | $544K | — |
| AMD Advanced Micro Devices | 0.65% | 4,446 | $537K | — |
| IWF iShares Russell 1000 Growth | 0.58% | 1,184 | $475K | — |
| MRK Merck & Co. Inc. | 0.57% | 4,735 | $471K | — |
| UNH Unitedhealth Group Inc. | 0.55% | 904 | $457K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 989 | $448K | — |
| SPAB SS SPDR P Agg Bond ETF | 0.53% | 17,434 | $436K | — |
| ICE Intercontinental Exchange Inc. | 0.53% | 2,916 | $435K | — |
| CSCO Cisco Systems Inc. | 0.52% | 7,298 | $432K | — |
| AMP Ameriprise Financial Inc. | 0.51% | 799 | $425K | — |
| ISRG Intuitive Surgical Inc. | 0.51% | 807 | $421K | — |
| EEM iShares MSCI Emerging Market | 0.48% | 9,495 | $397K | — |
| CB Chubb Ltd. | 0.47% | 1,412 | $390K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.46% | 3,119 | $377K | — |
| ALL Allstate Corp. | 0.42% | 1,818 | $350K | — |
| IQV Iqvia Holdings Inc. | 0.42% | 1,764 | $347K | — |
| CVX Chevron Corp. | 0.38% | 2,193 | $318K | — |
| SPGI S&P Global Inc. | 0.38% | 633 | $315K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.37% | 7,050 | $310K | — |
| JCI Johnson Controls Internation | 0.37% | 3,852 | $304K | — |
| SCHF Schwab Intl Equity ETF | 0.36% | 15,982 | $296K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.35% | 8,415 | $287K | — |
| JNJ Johnson & Johnson | 0.34% | 1,963 | $284K | — |
| BA The Boeing Co. | 0.34% | 1,593 | $282K | — |
| VKTX Viking Therapeutics Inc. | 0.34% | 7,000 | $282K | — |
| STE Steris PLC | 0.32% | 1,294 | $266K | — |
| TMO Thermo Fisher Scientific Inc. | 0.32% | 507 | $264K | — |
| HES Hess Corp. | 0.31% | 1,951 | $260K | — |
| SUM Summit Materials Inc. Class A | 0.31% | 5,085 | $257K | — |
| IWM iShares Russell 2000 ETF | 0.31% | 1,160 | $256K | — |
| PEP Pepsico Inc. | 0.30% | 1,647 | $250K | — |
| CME Cme Group Inc. | 0.30% | 1,071 | $249K | — |
| FBTC Fidelity Wise Origin Bitcoin | 0.30% | 3,000 | $245K | — |
| CMCSA Comcast Corp. Class A | 0.28% | 6,231 | $234K | — |
| LHX L3HARRIS Technologies Inc. | 0.28% | 1,092 | $230K | — |
| IVV iShares Core S&P 500 ETF | 0.27% | 383 | $225K | — |
| MA Mastercard Inc. Class A | 0.27% | 427 | $225K | — |
| GOOG Alphabet Inc. Class C | 0.27% | 1,180 | $225K | — |
| VWO Vanguard Ftse Emerging Marke | 0.26% | 4,808 | $212K | — |
| APD Air Products & Chemicals Inc. | 0.25% | 720 | $209K | — |
| VZ Verizon Communications Inc. | 0.25% | 5,095 | $204K | — |
| MDT Medtronic PLC | 0.24% | 2,513 | $201K | — |
| DRI Darden Restaurants Inc. | 0.24% | 1,044 | $195K | — |
| EW Edwards Lifesciences Corp. | 0.23% | 2,581 | $191K | — |
| RSG Republic Services Inc. | 0.23% | 941 | $189K | — |
| IJR iShares Core S&P Small-Cap E | 0.22% | 1,603 | $185K | — |
| FANG Diamondback Energy Inc. | 0.21% | 1,079 | $177K | — |
| DHR Danaher Corp. | 0.20% | 709 | $163K | — |
| VONE Vanguard Russell 1000 | 0.10% | 320 | $85K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 102 | $175.7M | SPYM, NVDA, MSFT, AAPL, DBEF |
| Q1 2026 | 93 | $149.1M | SPYM, NVDA, MSFT, AAPL, SPYG |
| Q4 2025 | 91 | $132.7M | SPYM, MSFT, NVDA, AAPL, SPYG |
| Q3 2025 | 71 | $112.2M | SPYM, MSFT, NVDA, AAPL, SPYG |
| Q2 2025 | 77 | $100.1M | SPYM, MSFT, NVDA, SPYG, QQQ |
| Q1 2025 | 80 | $84.9M | SPYM, MSFT, NVDA, SPSM, AAPL |
| Q4 2024 | 87 | $82.7M | SPYM, NVDA, MSFT, SPSM, AAPL |