Rainier Family Wealth Inc Portfolio Holdings

Rainier Family Wealth Inc

  • $84.9 Billion
  • Q1 2025

Rainier Family Wealth Inc has filed its 13F form on June 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $84.9 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $9.64B, Microsoft Corp with a value of $7.27B, Nvidia Corp with a value of $4.53B, Spdr Portfolio S&P 600 Small C with a value of $3.87B, and Apple Inc. with a value of $3.37B.

Examining the 13F form we can see an increase of $2.25B in the current position value, from $82.7B to 84.9B. Also it can be appreciated an additional of 6 stocks purchases and 13 closed positions.

Rainier Family Wealth Inc is based out at Tacoma, WA

Below you can find more details about Rainier Family Wealth Inc portfolio as well as his latest detailed transactions.

Portfolio value $84.9 Billion
ETFs: $42.3 Billion
Technology: $20.7 Billion
Financial Services: $5.91 Billion
Consumer Cyclical: $3.17 Billion
Industrials: $2.85 Billion
Energy: $2.76 Billion
Communication Services: $2.76 Billion
Healthcare: $2.48 Billion
Other: $1.77 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $84.9 Billion
  • Prior Value $82.7 Billion
  • Filing
  • Period Q1 2025
  • Filing Date June 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 23 stocks
  • Sold out of 13 stocks
  • Reduced holdings in 37 stocks
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