Rainier Family Wealth Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Rainier Family Wealth Inc. reported 91 stock positions worth $132.7 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 10.3% of the portfolio, followed by Microsoft (MSFT, 7.8%) and Nvidia (NVDA, 6.4%). Compared with Q3 2025, it opened 22 new positions, sold out of 2, added to 54 and reduced 7. The biggest buy was Alphabet Class A (GOOGL, shares +7%) and the biggest sale Nvidia (NVDA, shares −1%).

Most Recent 13F
Q2 2026
Location
TACOMA, WA
CIK
0002073596
Portfolio Value
$132.7M (Q4 2025)
SEC Filing
0001754960-26-000088 ↗ filed Jan 20, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $82.7M Q4 2024 Q1 2025: $84.9M Q1 2025 Q2 2025: $100.1M Q2 2025 Q3 2025: $112.2M Q3 2025 Q4 2025: $132.7M $132.7M Q4 2025 Q1 2026: $149.1M Q1 2026 Q2 2026: $175.7M Q2 2026

Holdings 91 stocks · $132.7M
SPYM Ste STR SPDR PT S&P 500 ETF 10.34% 171,051 $13.7M Add +9.7%
MSFT Microsoft Corp. 7.77% 21,328 $10.3M Add +4.3%
NVDA Nvidia Corp. 6.40% 45,518 $8.5M Reduce -0.7%
AAPL Apple Inc. 4.38% 21,372 $5.8M Add +7.3%
SPYG SS SPDR P S&P 500 Growth ETF 4.02% 50,000 $5.3M Add +6.3%
DBEF Xtrackers MSCI Eafe Hedged E 3.84% 105,902 $5.1M Add +25.1%
QQQ Invesco QQQ Trust Series 1 3.75% 8,103 $5.0M Add +12.8%
SPSM SS SPDR P S&P 600 Small Cap 3.29% 93,049 $4.4M Add +15.0%
GOOGL Alphabet Inc. Class A 3.09% 13,083 $4.1M Add +6.6%
AVGO Broadcom Inc. 3.06% 11,716 $4.1M Add +5.0%
CCJ Cameco Corp. 2.46% 35,610 $3.3M Add +3.2%
EFA iShares MSCI Eafe ETF 2.34% 32,375 $3.1M Add +10.1%
SPAB SS SPDR P Agg Bond ETF 2.20% 113,354 $2.9M Add +32.9%
AMZN Amazon.com Inc. 1.97% 11,343 $2.6M Add +22.5%
SPEM State Street SP PTF Em ETF 1.84% 52,085 $2.4M Add +20.3%
LVHI Franklin International Low V 1.83% 65,924 $2.4M Add +26.3%
JPM JPMorgan Chase & Co. 1.68% 6,908 $2.2M Add +31.8%
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU 1.58% 30,213 $2.1M Add +19.6%
NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU 1.57% 32,825 $2.1M Add +16.2%
IEFA iShares Core MSCI Eafe ETF 1.54% 22,889 $2.0M No change
VTEB Vanguard Tax-Exempt Bond ETF 1.48% 39,090 $2.0M Add +49.8%
IWR iShares Russell Mid-Cap ETF 1.36% 18,736 $1.8M Add +18.4%
SPMD SS SPDR P S&P 400 Midcap ETF 1.33% 30,437 $1.8M Add +9.4%
VTWO Vanguard Russell 2000 ETF 1.14% 15,247 $1.5M Add +13.1%
WMT Walmart Inc. 0.99% 11,755 $1.3M Add +39.6%
IHAK iShares Cybersecurity & Tech 0.98% 27,160 $1.3M Add +31.4%
COST Costco Wholesale Corp. 0.84% 1,300 $1.1M Add +10.3%
TSLA Tesla Inc. 0.83% 2,456 $1.1M Add +4.5%
TT Trane Technologies PLC 0.81% 2,777 $1.1M Add +7.9%
META Meta Platforms Inc. Class A 0.79% 1,578 $1.0M Add +30.9%
VEA Vanguard Ftse Developed ETF 0.73% 15,562 $972K Add +0.5%
SKOR NT Crdscr US Corp. BD ETF 0.73% 19,629 $964K Add +22.5%
QUAL iShares MSCI USA Quality Fac 0.72% 4,819 $957K Add +1.0%
V Visa Inc. Class A 0.66% 2,479 $869K Add +17.0%
BRK.B Berkshire Hathaway Inc. Class B 0.63% 1,663 $836K Add +61.5%
VONG Vanguard Russell 1000 Growth 0.62% 6,764 $824K No change
RSP Invesco S&P 500 Equal Weight 0.61% 4,197 $804K Reduce -2.3%
GOOG Alphabet Inc. Class C 0.60% 2,528 $793K Add +72.9%
BRK.A Berkshire Hathaway Inc. Class A 0.57% 1 $755K No change
CVX Chevron Corp. 0.56% 4,865 $741K Add +15.9%
ORCL Oracle Corp. 0.55% 3,715 $724K Add +4.1%
ETN Eaton Corp. PLC 0.54% 2,259 $720K Add +11.8%
HYMB SS SPDR N Ice HY Muni ETF 0.51% 26,909 $671K Add +22.9%
IWF iShares Russell 1000 Growth 0.48% 1,332 $630K No change
MSI Motorola Solutions Inc. 0.42% 1,450 $556K Add +5.6%
CSCO Cisco Systems Inc. 0.40% 6,822 $525K Add +9.6%
EEM iShares MSCI Emerging Market 0.40% 9,592 $525K Add +1.0%
WCPB Weitz Core Plus Bond ETF 0.39% 20,466 $523K New
ISRG Intuitive Surgical Inc. 0.39% 902 $511K Reduce -17.0%
IVV iShares Core S&P 500 ETF 0.38% 741 $508K Add +3.1%
CRM Salesforce Inc. 0.37% 1,849 $490K Add +66.3%
MPC Marathon Petroleum Corp. 0.36% 2,970 $483K Add +13.6%
JNJ Johnson & Johnson 0.36% 2,331 $482K Add +36.0%
XOM Exxon Mobil Corp. 0.34% 3,722 $448K Add +51.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.33% 7,986 $439K Add +20.0%
VOTE TCW Transform 500 ETF 0.32% 5,302 $425K Add +71.0%
HD Home Depot Inc. 0.32% 1,220 $420K Add +20.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.30% 2,601 $400K Add +17.4%
SCHF Schwab Intl Equity ETF 0.29% 15,982 $384K No change
ALL Allstate Corp. 0.29% 1,819 $379K New
AMP Ameriprise Financial Inc. 0.28% 752 $369K No change
ABBV Abbvie Inc. 0.27% 1,578 $361K New
NXPI NXP Semiconductors NV 0.27% 1,634 $355K Reduce -8.1%
MA Mastercard Inc. Class A 0.27% 616 $352K Add +9.8%
JCI Johnson Controls Internation 0.26% 2,926 $350K Add +10.6%
MRK Merck & Co. Inc. 0.25% 3,119 $328K New
IJR iShares Core S&P Small-Cap E 0.24% 2,696 $324K New
BA The Boeing Co. 0.24% 1,442 $313K Reduce -15.0%
TMO Thermo Fisher Scientific Inc. 0.23% 534 $309K Add +8.5%
VYMI Vanguard Int High DVD YLD Inc. 0.23% 3,400 $306K New
AMD Advanced Micro Devices 0.23% 1,412 $302K New
VWO Vanguard Ftse Emerging Marke 0.22% 5,334 $287K No change
LLY Eli Lilly & Co. 0.21% 263 $283K New
IWM iShares Russell 2000 ETF 0.20% 1,076 $265K Reduce -3.9%
STE Steris PLC 0.20% 1,038 $263K New
XLE SS Energy Select Sector 0.20% 5,868 $262K New
CB Chubb Ltd. 0.19% 813 $254K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 852 $252K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.19% 859 $249K New
SPGI S&P Global Inc. 0.19% 476 $249K New
UNH Unitedhealth Group Inc. 0.19% 746 $246K New
AGG iShares Core U.S. Aggregate 0.18% 2,326 $232K New
PJIO Pgim JNSN FCSD Int Eq ETF-Ui 0.17% 3,698 $227K New
SPDW Ste STR SPDR PT DW Eu ETF 0.17% 5,000 $222K No change
PTA Cohen & Steers Tax-Advantage 0.16% 11,300 $218K New
PLTR Palantir Technologies Inc. Class A 0.16% 1,224 $218K Reduce -12.6%
KMI Kinder Morgan Inc. 0.16% 7,830 $215K New
AMGN Amgen Inc. 0.16% 645 $211K New
VZ Verizon Communications Inc. 0.16% 5,094 $207K New
LHX L3HARRIS Technologies Inc. 0.15% 700 $205K Add +4.8%
KO The Coca-Cola Co. 0.15% 2,909 $203K New

Portfolio Sells Q3 2025 → Q4 2025
NVDA Nvidia Corp. Reduce -0.7% 6.40% −1.23
FISV Fiserv Inc. Sold out 0.00% −0.25
RSG Republic Services Inc. Sold out 0.00% −0.19
RSP Invesco S&P 500 Equal Weight Reduce -2.3% 0.61% −0.12
NXPI NXP Semiconductors NV Reduce -8.1% 0.27% −0.09
BA The Boeing Co. Reduce -15.0% 0.24% −0.09
PLTR Palantir Technologies Inc. Class A Reduce -12.6% 0.16% −0.06
ISRG Intuitive Surgical Inc. Reduce -17.0% 0.39% −0.05
IWM iShares Russell 2000 ETF Reduce -3.9% 0.20% −0.04

Portfolio Buys Q3 2025 → Q4 2025
GOOGL Alphabet Inc. Class A Add +6.6% 3.09% +0.43
WCPB Weitz Core Plus Bond ETF New 0.39% +0.39
DBEF Xtrackers MSCI Eafe Hedged E Add +25.1% 3.84% +0.34
VTEB Vanguard Tax-Exempt Bond ETF Add +49.8% 1.48% +0.32
ALL Allstate Corp. New 0.29% +0.29
GOOG Alphabet Inc. Class C Add +72.9% 0.60% +0.28
ABBV Abbvie Inc. New 0.27% +0.27
MRK Merck & Co. Inc. New 0.25% +0.25
IJR iShares Core S&P Small-Cap E New 0.24% +0.24
SPAB SS SPDR P Agg Bond ETF Add +32.9% 2.20% +0.23
VYMI Vanguard Int High DVD YLD Inc. New 0.23% +0.23
AMD Advanced Micro Devices New 0.23% +0.23
WMT Walmart Inc. Add +39.6% 0.99% +0.21
LLY Eli Lilly & Co. New 0.21% +0.21
LVHI Franklin International Low V Add +26.3% 1.83% +0.21
JPM JPMorgan Chase & Co. Add +31.8% 1.68% +0.20
STE Steris PLC New 0.20% +0.20
XLE SS Energy Select Sector New 0.20% +0.20
CB Chubb Ltd. New 0.19% +0.19
IBM Intl Business Machines Corp. New 0.19% +0.19
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.19% +0.19
SPGI S&P Global Inc. New 0.19% +0.19
UNH Unitedhealth Group Inc. New 0.19% +0.19
AGG iShares Core U.S. Aggregate New 0.18% +0.18
PJIO Pgim JNSN FCSD Int Eq ETF-Ui New 0.17% +0.17
BRK.B Berkshire Hathaway Inc. Class B Add +61.5% 0.63% +0.17
PTA Cohen & Steers Tax-Advantage New 0.16% +0.16
KMI Kinder Morgan Inc. New 0.16% +0.16
AMZN Amazon.com Inc. Add +22.5% 1.97% +0.16
AMGN Amgen Inc. New 0.16% +0.16
VZ Verizon Communications Inc. New 0.16% +0.16
KO The Coca-Cola Co. New 0.15% +0.15
CRM Salesforce Inc. Add +66.3% 0.37% +0.13
VOTE TCW Transform 500 ETF Add +71.0% 0.32% +0.10
ROBO Robo Global Robotics and Aut Add +19.6% 1.58% +0.10
XOM Exxon Mobil Corp. Add +51.4% 0.34% +0.09
JNJ Johnson & Johnson Add +36.0% 0.36% +0.08
SPEM State Street SP PTF Em ETF Add +20.3% 1.84% +0.03
BAC Bank of America Corp. Add +20.0% 0.33% +0.02
SKOR NT Crdscr US Corp. BD ETF Add +22.5% 0.73% +0.02
TMO Thermo Fisher Scientific Inc. Add +8.5% 0.23% +0.02
IHAK iShares Cybersecurity & Tech Add +31.4% 0.98% +0.02
HYMB SS SPDR N Ice HY Muni ETF Add +22.9% 0.51% +0.02
CSCO Cisco Systems Inc. Add +9.6% 0.40% +0.02
TJX TJX Companies Inc. Add +17.4% 0.30% +0.02
V Visa Inc. Class A Add +17.0% 0.66% +0.01
JCI Johnson Controls Internation Add +10.6% 0.26% +0.00
IWR iShares Russell Mid-Cap ETF Add +18.4% 1.36% −0.00
META Meta Platforms Inc. Class A Add +30.9% 0.79% −0.00
MA Mastercard Inc. Class A Add +9.8% 0.27% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 102$175.7MSPYM, NVDA, MSFT, AAPL, DBEF
Q1 2026 93$149.1MSPYM, NVDA, MSFT, AAPL, SPYG
Q4 2025 91$132.7MSPYM, MSFT, NVDA, AAPL, SPYG
Q3 2025 71$112.2MSPYM, MSFT, NVDA, AAPL, SPYG
Q2 2025 77$100.1MSPYM, MSFT, NVDA, SPYG, QQQ
Q1 2025 80$84.9MSPYM, MSFT, NVDA, SPSM, AAPL
Q4 2024 87$82.7MSPYM, NVDA, MSFT, SPSM, AAPL