Rainier Family Wealth Inc Portfolio Holdings

Rainier Family Wealth Inc

$100 Billion
Q2 2025

Rainier Family Wealth Inc has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 77 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 $11B, Microsoft Corp with a value of $9.82B, Nvidia Corp with a value of $6.69B, Spdr Portfolio with a value of $4.21B, and Invesco Qqq Trust, Series 1 with a value of $3.77B.

Examining the 13F form we can see an increase of $15.2B in the current position value, from $84.9B to 100B.

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 $100 Billion

ETFs: $49.2 Billion

Technology: $26.1 Billion

Financial Services: $6.03 Billion

Energy: $3.86 Billion

Communication Services: $3.52 Billion

Industrials: $3.5 Billion

Consumer Cyclical: $3.33 Billion

Consumer Defensive: $1.96 Billion

Other: $1.24 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$11 Billion 10.99% of portfolio	151,302	Q2 2025 Added 3.17%
MSFT Microsoft Corp Technology	$3.95T	$9.82 Billion 9.81% of portfolio	19,743	Q2 2025 Added 1.93%
NVDA Nvidia Corp Technology	$456B	$6.69 Billion 6.68% of portfolio	42,316	Q2 2025 Added 1.34%
SPYG Spdr Portfolio ETFs	$0	$4.21 Billion 4.2% of portfolio	44,134	Q2 2025 Added 36.55%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$3.77 Billion 3.77% of portfolio	6,842	Q2 2025 Added 23.21%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$3.45 Billion 3.45% of portfolio	81,029	Q2 2025 Reduced 14.74%
DBEF Xtrackers Msci Eafe Hedged Equ ETFs	$0	$3.42 Billion 3.42% of portfolio	78,135	Q2 2025 Added 21.16%
AVGO Broadcom Inc. Technology	$127B	$3.24 Billion 3.24% of portfolio	11,768	Q2 2025 Added 2.91%
AAPL Apple Inc. Technology	$3.69T	$3.16 Billion 3.16% of portfolio	15,406	Q2 2025 Added 1.57%
CCJ Cameco Corp Energy	$33.9B	$2.55 Billion 2.55% of portfolio	34,408	Q2 2025 Reduced 0.72%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$2.38 Billion 2.38% of portfolio	26,617	Q2 2025 Added 31.19%
GOOGL Alphabet Inc. Communication Services	$1.21T	$2.2 Billion 2.19% of portfolio	12,464	Q2 2025 Added 1.84%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$1.93 Billion 1.93% of portfolio	8,782	Q2 2025 Added 3.1%
IEFA Ishares Tr ETFs	$0	$1.91 Billion 1.91% of portfolio	22,889	Q2 2025 Added 8.97%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$1.82 Billion 1.82% of portfolio	42,640	Q2 2025 Added 12.35%
JPM Jpmorgan Chase & CO Financial Services	$859B	$1.67 Billion 1.67% of portfolio	5,762	Q2 2025 Reduced 3.24%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$1.67 Billion 1.67% of portfolio	65,380	Q2 2025 Added 61.78%
SPMD Spdr Portfolio ETFs	$0	$1.43 Billion 1.43% of portfolio	26,323	Q2 2025 Reduced 18.85%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$1.4 Billion 1.4% of portfolio	15,266	Q2 2025 Reduced 16.19%
ROBO Robo Global Robotics And Autom ETFs	$0	$1.39 Billion 1.39% of portfolio	23,229	Q2 2025 New
TT Trane Technologies PLC Industrials	$102B	$1.36 Billion 1.36% of portfolio	3,117	Q2 2025 Added 1.6%
Exchange Traded Concepts Tru	-	$1.31 Billion 1.31% of portfolio	-	Q2 2025 New
LVHI Franklin International Low Vol ETFs	$0	$1.28 Billion 1.28% of portfolio	39,371	Q2 2025 Added 46.0%
VTWO Vanguard Russell 2000 ETF ETFs	$0	$1.2 Billion 1.19% of portfolio	13,704	Q2 2025 Reduced 16.66%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$998 Million 1.0% of portfolio	20,352	Q2 2025 Added 18.66%
WMT Walmart Inc. Consumer Defensive	$281B	$987 Million 0.99% of portfolio	10,097	Q2 2025 Reduced 0.67%
COST Costco Wholesale Corp Consumer Defensive	$439B	$977 Million 0.98% of portfolio	987	Q2 2025 Added 6.36%
IHAK Ishares Tr Cybersecurity & Tec ETFs	$0	$952 Million 0.95% of portfolio	17,896	Q2 2025 New
ETN Eaton Corp PLC Industrials	$145B	$951 Million 0.95% of portfolio	2,664	Q2 2025 Reduced 9.33%
VEA Vanguard Ftse Developed Market ETFs	$0	$883 Million 0.88% of portfolio	15,484	Q2 2025 Added 17.51%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$872 Million 0.87% of portfolio	4,770	Q2 2025 Added 12.87%
META Meta Platforms, Inc. Communication Services	$1.78T	$827 Million 0.83% of portfolio	1,120	Q2 2025 Added 2.38%
V Visa Inc. Financial Services	$551B	$820 Million 0.82% of portfolio	2,310	Q2 2025 Reduced 3.71%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$805 Million 0.8% of portfolio	4,430	Q2 2025 Reduced 74.23%
MSI Motorola Solutions, Inc. Technology	$78.6B	$757 Million 0.76% of portfolio	1,801	Q2 2025 Reduced 5.85%
ORCL Oracle Corp Technology	$684B	$746 Million 0.75% of portfolio	3,413	Q2 2025 Added 4.56%
VONG Vanguard Russell 1000 Growth E ETFs	$0	$739 Million 0.74% of portfolio	6,764	Q4 2024 New
BRK-A Berkshire Hathaway Inc Financial Services	$423B	$729 Million 0.73% of portfolio	1	Q4 2024 New
TSLA Tesla, Inc. Consumer Cyclical	$1.08T	$671 Million 0.67% of portfolio	2,113	Q2 2025 Added 9.03%
SKOR Flexshares Tr Credit Scored Us ETFs	$0	$583 Million 0.58% of portfolio	11,951	Q2 2025 Added 81.49%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$566 Million 0.57% of portfolio	1,332	Q2 2025 Added 12.5%
HYMB Spdr Nuveen Bloomberg High Yie ETFs	$0	$542 Million 0.54% of portfolio	21,861	Q2 2025 Added 18.16%
MPC Marathon Petroleum Corp Energy	$79.3B	$519 Million 0.52% of portfolio	3,122	Q2 2025 Reduced 10.85%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$500 Million 0.5% of portfolio	1,030	Q2 2025 Added 6.3%
FISV Fiserv Inc Technology	$79.5B	$470 Million 0.47% of portfolio	2,724	Q2 2025 Reduced 15.09%
EEM Ishares Msci Emerging Markets ETFs	$0	$458 Million 0.46% of portfolio	9,495	Q4 2024 New
ISRG Intuitive Surgical Inc Healthcare	$169B	$455 Million 0.45% of portfolio	837	Q2 2025 Added 3.72%
IVV Ishares Core S&P 500 ETF ETFs	$0	$447 Million 0.45% of portfolio	719	Q2 2025 Added 74.09%
NXPI Nxp Semiconductors N.V. Technology	$57.8B	$448 Million 0.45% of portfolio	2,050	Q2 2025 Reduced 27.69%
CSCO Cisco Systems, Inc. Technology	$293B	$400 Million 0.4% of portfolio	5,767	Q2 2025 Added 6.05%

Summary

Portfolio
No. of Stocks 77
Current Value $100 Billion
Prior Value $84.9 Billion
Filing
Period Q2 2025
Filing Date July 16, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 5 stocks
Additional Purchases 38 stocks
Sold out of 0 stocks
Reduced holdings in 25 stocks

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Rainier Family Wealth Inc Portfolio Holdings