Rainier Family Wealth Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 16, 2025), Rainier Family Wealth Inc. reported 71 stock positions worth $112.2 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 10.9% of the portfolio, followed by Microsoft (MSFT, 9.4%) and Nvidia (NVDA, 7.6%). Compared with Q2 2025, it opened 3 new positions, sold out of 9, added to 33 and reduced 20. The biggest buy was Apple (AAPL, shares +29%) and the biggest sale Trane Technologies (TT, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- TACOMA, WA
- CIK
- 0002073596
- Portfolio Value
- $112.2M (Q3 2025)
- SEC Filing
- 0001754960-25-000673 ↗ filed Oct 16, 2025
Holdings Value
Holdings 71 stocks · $112.2M
| SPYM Ste STR SPDR PT S&P 500 ETF | 10.89% | 155,901 | $12.2M | Add +3.0% |
| MSFT Microsoft Corp. | 9.44% | 20,439 | $10.6M | Add +3.5% |
| NVDA Nvidia Corp. | 7.63% | 45,846 | $8.6M | Add +8.3% |
| AAPL Apple Inc. | 4.52% | 19,921 | $5.1M | Add +29.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 4.38% | 47,014 | $4.9M | Add +6.5% |
| QQQ Invesco QQQ Trust Series 1 | 3.85% | 7,185 | $4.3M | Add +5.0% |
| DBEF Xtrackers MSCI Eafe Hedged E | 3.50% | 84,656 | $3.9M | Add +8.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.34% | 80,926 | $3.7M | Reduce -0.1% |
| AVGO Broadcom Inc. | 3.28% | 11,160 | $3.7M | Reduce -5.2% |
| GOOGL Alphabet Inc. Class A | 2.66% | 12,275 | $3.0M | Reduce -1.5% |
| CCJ Cameco Corp. | 2.58% | 34,508 | $2.9M | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 2.45% | 29,404 | $2.7M | Add +10.5% |
| SPAB SS SPDR P Agg Bond ETF | 1.97% | 85,308 | $2.2M | Add +30.5% |
| AMZN Amazon.com Inc. | 1.81% | 9,262 | $2.0M | Add +5.5% |
| SPEM State Street SP PTF Em ETF | 1.81% | 43,283 | $2.0M | Add +1.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.78% | 22,889 | $2.0M | No change |
| NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU | 1.64% | 28,253 | $1.8M | Add +21.9% |
| LVHI Franklin International Low V | 1.62% | 52,217 | $1.8M | Add +32.6% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 1.48% | 25,258 | $1.7M | Add +8.7% |
| JPM JPMorgan Chase & Co. | 1.47% | 5,242 | $1.7M | Reduce -9.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.42% | 27,808 | $1.6M | Add +5.6% |
| IWR iShares Russell Mid-Cap ETF | 1.36% | 15,823 | $1.5M | Add +3.6% |
| VTWO Vanguard Russell 2000 ETF | 1.18% | 13,481 | $1.3M | Reduce -1.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.16% | 26,088 | $1.3M | Add +28.2% |
| COST Costco Wholesale Corp. | 0.97% | 1,179 | $1.1M | Add +19.4% |
| TT Trane Technologies PLC | 0.97% | 2,574 | $1.1M | Reduce -17.4% |
| IHAK iShares Cybersecurity & Tech | 0.96% | 20,675 | $1.1M | Add +15.5% |
| TSLA Tesla Inc. | 0.93% | 2,351 | $1.0M | Add +11.3% |
| ORCL Oracle Corp. | 0.89% | 3,568 | $1.0M | Add +4.5% |
| VEA Vanguard Ftse Developed ETF | 0.83% | 15,484 | $928K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.83% | 4,770 | $928K | No change |
| META Meta Platforms Inc. Class A | 0.79% | 1,205 | $885K | Add +7.6% |
| WMT Walmart Inc. | 0.77% | 8,422 | $868K | Reduce -16.6% |
| RSP Invesco S&P 500 Equal Weight | 0.73% | 4,297 | $815K | Reduce -3.0% |
| VONG Vanguard Russell 1000 Growth | 0.73% | 6,764 | $815K | No change |
| SKOR NT Crdscr US Corp. BD ETF | 0.70% | 16,018 | $789K | Add +34.0% |
| ETN Eaton Corp. PLC | 0.67% | 2,021 | $756K | Reduce -24.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.67% | 1 | $754K | No change |
| V Visa Inc. Class A | 0.64% | 2,119 | $723K | Reduce -8.3% |
| CVX Chevron Corp. | 0.58% | 4,199 | $652K | Add +75.9% |
| MSI Motorola Solutions Inc. | 0.56% | 1,373 | $628K | Reduce -23.8% |
| IWF iShares Russell 1000 Growth | 0.56% | 1,332 | $624K | No change |
| HYMB SS SPDR N Ice HY Muni ETF | 0.49% | 21,895 | $546K | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 1,030 | $518K | No change |
| EEM iShares MSCI Emerging Market | 0.45% | 9,495 | $507K | No change |
| MPC Marathon Petroleum Corp. | 0.45% | 2,615 | $504K | Reduce -16.2% |
| ISRG Intuitive Surgical Inc. | 0.43% | 1,087 | $486K | Add +29.9% |
| IVV iShares Core S&P 500 ETF | 0.43% | 719 | $481K | No change |
| CSCO Cisco Systems Inc. | 0.38% | 6,227 | $426K | Add +8.0% |
| HD Home Depot Inc. | 0.37% | 1,016 | $412K | Reduce -5.1% |
| NXPI NXP Semiconductors NV | 0.36% | 1,778 | $405K | Reduce -13.3% |
| SCHF Schwab Intl Equity ETF | 0.33% | 15,982 | $372K | No change |
| AMP Ameriprise Financial Inc. | 0.33% | 752 | $369K | No change |
| BA The Boeing Co. | 0.33% | 1,696 | $366K | Add +5.5% |
| GOOG Alphabet Inc. Class C | 0.32% | 1,462 | $356K | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 6,656 | $343K | Add +4.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 2,215 | $320K | Reduce -18.9% |
| MA Mastercard Inc. Class A | 0.28% | 561 | $319K | Add +14.7% |
| JNJ Johnson & Johnson | 0.28% | 1,714 | $318K | Reduce -10.5% |
| JCI Johnson Controls Internation | 0.26% | 2,646 | $291K | Reduce -24.0% |
| VWO Vanguard Ftse Emerging Marke | 0.26% | 5,334 | $289K | No change |
| XOM Exxon Mobil Corp. | 0.25% | 2,458 | $277K | Add +22.8% |
| FISV Fiserv Inc. | 0.25% | 2,138 | $276K | Reduce -21.5% |
| IWM iShares Russell 2000 ETF | 0.24% | 1,120 | $271K | No change |
| CRM Salesforce Inc. | 0.23% | 1,112 | $264K | Reduce -17.3% |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 1,401 | $256K | New |
| VOTE TCW Transform 500 ETF | 0.22% | 3,100 | $243K | New |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 492 | $239K | New |
| RSG Republic Services Inc. | 0.19% | 941 | $216K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.19% | 5,000 | $214K | No change |
| LHX L3HARRIS Technologies Inc. | 0.18% | 668 | $204K | Reduce -32.3% |
Portfolio Sells Q2 2025 → Q3 2025
| TT Trane Technologies PLC | Reduce -17.4% | 0.97% | −0.39 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.29 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.29 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.28 |
| STE Steris PLC | Sold out | 0.00% | −0.28 |
| ETN Eaton Corp. PLC | Reduce -24.1% | 0.67% | −0.28 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.26 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.24 |
| HES Hess Corp. | Sold out | 0.00% | −0.22 |
| FISV Fiserv Inc. | Reduce -21.5% | 0.25% | −0.22 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.21 |
| WMT Walmart Inc. | Reduce -16.6% | 0.77% | −0.21 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.21 |
| MSI Motorola Solutions Inc. | Reduce -23.8% | 0.56% | −0.20 |
| JPM JPMorgan Chase & Co. | Reduce -9.0% | 1.47% | −0.19 |
| V Visa Inc. Class A | Reduce -8.3% | 0.64% | −0.17 |
| CRM Salesforce Inc. | Reduce -17.3% | 0.23% | −0.13 |
| JCI Johnson Controls Internation | Reduce -24.0% | 0.26% | −0.11 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.1% | 3.34% | −0.11 |
| NXPI NXP Semiconductors NV | Reduce -13.3% | 0.36% | −0.09 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.0% | 0.73% | −0.08 |
| MPC Marathon Petroleum Corp. | Reduce -16.2% | 0.45% | −0.07 |
| LHX L3HARRIS Technologies Inc. | Reduce -32.3% | 0.18% | −0.07 |
| TJX TJX Companies Inc. | Reduce -18.9% | 0.29% | −0.05 |
| HD Home Depot Inc. | Reduce -5.1% | 0.37% | −0.03 |
| VTWO Vanguard Russell 2000 ETF | Reduce -1.6% | 1.18% | −0.02 |
| JNJ Johnson & Johnson | Reduce -10.5% | 0.28% | −0.01 |
| AVGO Broadcom Inc. | Reduce -5.2% | 3.28% | +0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -1.5% | 2.66% | +0.47 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +29.3% | 4.52% | +1.36 |
| NVDA Nvidia Corp. | Add +8.3% | 7.63% | +0.95 |
| LVHI Franklin International Low V | Add +32.6% | 1.62% | +0.34 |
| NUKZ Range Nuclear Renaissance | Add +21.9% | 1.64% | +0.33 |
| SPAB SS SPDR P Agg Bond ETF | Add +30.5% | 1.97% | +0.29 |
| TSLA Tesla Inc. | Add +11.3% | 0.93% | +0.26 |
| CVX Chevron Corp. | Add +75.9% | 0.58% | +0.24 |
| PLTR Palantir Technologies Inc. Class A | New | 0.23% | +0.23 |
| VOTE TCW Transform 500 ETF | New | 0.22% | +0.22 |
| TMO Thermo Fisher Scientific Inc. | New | 0.21% | +0.21 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +6.5% | 4.38% | +0.18 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +28.2% | 1.16% | +0.17 |
| ORCL Oracle Corp. | Add +4.5% | 0.89% | +0.15 |
| SKOR NT Crdscr US Corp. BD ETF | Add +34.0% | 0.70% | +0.12 |
| ROBO Robo Global Robotics and Aut | Add +8.7% | 1.48% | +0.09 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +8.3% | 3.50% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.0% | 3.85% | +0.07 |
| EFA iShares MSCI Eafe ETF | Add +10.5% | 2.45% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 0.32% | +0.06 |
| XOM Exxon Mobil Corp. | Add +22.8% | 0.25% | +0.03 |
| CCJ Cameco Corp. | Add +0.3% | 2.58% | +0.03 |
| IHAK iShares Cybersecurity & Tech | Add +15.5% | 0.96% | +0.01 |
| MA Mastercard Inc. Class A | Add +14.7% | 0.28% | +0.01 |
| BAC Bank of America Corp. | Add +4.1% | 0.31% | +0.00 |
| COST Costco Wholesale Corp. | Add +19.4% | 0.97% | −0.00 |
| BA The Boeing Co. | Add +5.5% | 0.33% | −0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +5.6% | 1.42% | −0.01 |
| SPEM State Street SP PTF Em ETF | Add +1.5% | 1.81% | −0.01 |
| CSCO Cisco Systems Inc. | Add +8.0% | 0.38% | −0.02 |
| ISRG Intuitive Surgical Inc. | Add +29.9% | 0.43% | −0.02 |
| META Meta Platforms Inc. Class A | Add +7.6% | 0.79% | −0.04 |
| IWR iShares Russell Mid-Cap ETF | Add +3.6% | 1.36% | −0.04 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +0.2% | 0.49% | −0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +3.0% | 10.89% | −0.10 |
| AMZN Amazon.com Inc. | Add +5.5% | 1.81% | −0.11 |
| MSFT Microsoft Corp. | Add +3.5% | 9.44% | −0.37 |
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 |