Rainier Family Wealth Inc Top Holdings and 13F Report (2025) About Rainier Family Wealth IncInvestment ActivityRainier Family Wealth Inc has $100.09 million in total holdings as of June 30, 2025.Rainier Family Wealth Inc owns shares of 77 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 10.74% of the portfolio was purchased this quarter.About 7.64% of the portfolio was sold this quarter.This quarter, Rainier Family Wealth Inc has purchased 80 new stocks and bought additional shares in 38 stocks.Rainier Family Wealth Inc sold shares of 25 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $10,998,144Microsoft $9,820,366NVIDIA $6,685,505SPDR Portfolio S&P 500 Growth ETF $4,206,833Invesco QQQ $3,774,500 Largest New Holdings this Quarter 301505707 - ROBO Global Robotics & Automation ETF $1,388,630 Holding301505475 - EXCHANGE TRADED CONCEPTS TRU $1,310,439 Holding46435U135 - iShares Cybersecurity and Tech ETF $952,247 Holding02079K107 - Alphabet $258,813 Holding78463X889 - SPDR Portfolio Developed World ex-US ETF $202,450 Holding Largest Purchases this Quarter ROBO Global Robotics & Automation ETF 23,229 shares (about $1.39M)EXCHANGE TRADED CONCEPTS TRU 23,169 shares (about $1.31M)SPDR Portfolio S&P 500 Growth ETF 11,813 shares (about $1.13M)iShares Cybersecurity and Tech ETF 17,896 shares (about $952.25K)Invesco QQQ 1,289 shares (about $711.10K) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 12,761 shares (about $2.32M)SPDR Portfolio S&P 600 Small Cap ETF 14,010 shares (about $596.83K)SPDR Portfolio S&P 400 Mid Cap ETF 6,113 shares (about $332.42K)iShares Russell Mid-Cap ETF 2,950 shares (about $271.32K)Vanguard Russell 2000 ETF 2,740 shares (about $238.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRainier Family Wealth Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$10,998,144$338,445 ▲3.2%151,30211.0%ETFMSFTMicrosoft$9,820,366$186,031 ▲1.9%19,7439.8%Computer and TechnologyNVDANVIDIA$6,685,505$88,316 ▲1.3%42,3166.7%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$4,206,833$1,126,010 ▲36.5%44,1344.2%ETFQQQInvesco QQQ$3,774,500$711,098 ▲23.2%6,8423.8%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,451,835$596,826 ▼-14.7%81,0293.4%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$3,418,421$597,103 ▲21.2%78,1353.4%ETFAVGOBroadcom$3,243,850$91,791 ▲2.9%11,7683.2%Computer and TechnologyAAPLApple$3,160,850$48,830 ▲1.6%15,4063.2%Computer and TechnologyCCJCameco$2,554,106$18,558 ▼-0.7%34,4082.6%Basic MaterialsEFAiShares MSCI EAFE ETF$2,379,312$565,664 ▲31.2%26,6172.4%FinanceGOOGLAlphabet$2,196,531$39,652 ▲1.8%12,4642.2%Computer and TechnologyAMZNAmazon.com$1,926,683$57,919 ▲3.1%8,7821.9%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$1,910,774$157,360 ▲9.0%22,8891.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,822,422$200,364 ▲12.4%42,6401.8%ETFSPABSPDR Portfolio Aggregate Bond ETF$1,673,730$639,156 ▲61.8%65,3801.7%ETFJPMJPMorgan Chase & Co.$1,670,462$55,953 ▼-3.2%5,7621.7%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,431,423$332,420 ▼-18.8%26,3231.4%ETFIWRiShares Russell Mid-Cap ETF$1,404,051$271,319 ▼-16.2%15,2661.4%ETFROBOROBO Global Robotics & Automation ETF$1,388,630$1,388,630 ▲New Holding23,2291.4%ETFTTTrane Technologies$1,363,407$21,433 ▲1.6%3,1171.4%ConstructionEXCHANGE TRADED CONCEPTS TRU$1,310,439$1,310,439 ▲New Holding23,1691.3%RANGE NUCLEAR RELVHIFranklin International Low Volatility High Dividend Index ETF$1,281,536$403,786 ▲46.0%39,3711.3%ETFVTWOVanguard Russell 2000 ETF$1,195,221$238,974 ▼-16.7%13,7041.2%ETFVTEBVanguard Tax-Exempt Bond ETF$997,874$156,947 ▲18.7%20,3521.0%ETFWMTWalmart$987,285$6,649 ▼-0.7%10,0971.0%Retail/WholesaleCOSTCostco Wholesale$977,071$58,406 ▲6.4%9871.0%Retail/WholesaleIHAKiShares Cybersecurity and Tech ETF$952,247$952,247 ▲New Holding17,8961.0%ETFETNEaton$951,022$97,815 ▼-9.3%2,6641.0%IndustrialsVEAVanguard FTSE Developed Markets ETF$882,743$131,522 ▲17.5%15,4840.9%ETFQUALiShares MSCI USA Quality Factor ETF$872,052$99,454 ▲12.9%4,7700.9%ETFMETAMeta Platforms$826,661$19,190 ▲2.4%1,1200.8%Computer and TechnologyVVisa$820,166$31,599 ▼-3.7%2,3100.8%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$805,109$2,319,186 ▼-74.2%4,4300.8%ETFMSIMotorola Solutions$757,249$47,092 ▼-5.9%1,8010.8%Computer and TechnologyORCLOracle$746,185$32,576 ▲4.6%3,4130.7%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$738,6290.0%6,7640.7%ETFBRK.ABerkshire Hathaway$728,8000.0%10.7%FinanceTSLATesla$671,216$55,591 ▲9.0%2,1130.7%Auto/Tires/TrucksSKORFlexShares Credit-Scored US Corporate Bond Index Fund$582,970$261,754 ▲81.5%11,9510.6%ETFIWFiShares Russell 1000 Growth ETF$565,541$62,838 ▲12.5%1,3320.6%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$541,726$83,262 ▲18.2%21,8610.5%ETFMPCMarathon Petroleum$518,596$63,122 ▼-10.9%3,1220.5%EnergyBRK.BBerkshire Hathaway$500,344$29,632 ▲6.3%1,0300.5%FinanceFIFiserv$469,645$83,446 ▼-15.1%2,7240.5%Business ServicesEEMiShares MSCI Emerging Markets ETF$458,0390.0%9,4950.5%FinanceISRGIntuitive Surgical$454,835$16,302 ▲3.7%8370.5%MedicalNXPINXP Semiconductors$447,905$171,515 ▼-27.7%2,0500.4%Computer and TechnologyIVViShares Core S&P 500 ETF$446,677$190,102 ▲74.1%7190.4%ETFAMPAmeriprise Financial$401,3650.0%7520.4%FinanceCSCOCisco Systems$400,115$22,826 ▲6.1%5,7670.4%Computer and TechnologyHDHome Depot$392,672$31,164 ▼-7.4%1,0710.4%Retail/WholesaleJCIJohnson Controls International$367,664$14,681 ▼-3.8%3,4810.4%ConstructionCRMSalesforce$366,769$134,709 ▼-26.9%1,3450.4%Computer and TechnologySCHFSchwab International Equity ETF$353,2030.0%15,9820.4%ETFCVXChevron$341,795$27,779 ▲8.8%2,3870.3%EnergyTJXTJX Companies$337,128$73,847 ▼-18.0%2,7300.3%Retail/WholesaleBABoeing$336,925$3,143 ▲0.9%1,6080.3%AerospaceBACBank of America$302,659$11,309 ▲3.9%6,3960.3%FinanceSPGIS&P Global$293,174$35,329 ▼-10.8%5560.3%FinanceJNJJohnson & Johnson$292,669$153 ▲0.1%1,9160.3%MedicalCBChubb$285,954$51,570 ▼-15.3%9870.3%FinanceCMECME Group$283,338$11,852 ▼-4.0%1,0280.3%FinanceSTESTERIS$281,298$24,262 ▼-7.9%1,1710.3%MedicalMAMastercard$274,789$34,840 ▲14.5%4890.3%Business ServicesVWOVanguard FTSE Emerging Markets ETF$263,820$26,906 ▲11.4%5,3340.3%ETFALLAllstate$258,885$17,715 ▼-6.4%1,2860.3%FinanceGOOGAlphabet$258,813$258,813 ▲New Holding1,4590.3%Computer and TechnologyLHXL3Harris Technologies$247,580$22,827 ▼-8.4%9870.2%AerospaceIWMiShares Russell 2000 ETF$241,6850.0%1,1200.2%FinanceVZVerizon Communications$238,981$9,303 ▲4.1%5,5230.2%Computer and TechnologyRSGRepublic Services$232,0610.0%9410.2%Business ServicesHESHess$224,8510.0%1,6230.2%EnergyXOMExxon Mobil$215,816$33,310 ▲18.3%2,0020.2%EnergyICEIntercontinental Exchange$214,2930.0%1,1680.2%FinanceUNHUnitedHealth Group$206,213$52,411 ▼-20.3%6610.2%MedicalSPDWSPDR Portfolio Developed World ex-US ETF$202,450$202,450 ▲New Holding5,0000.2%ETFFDVVFidelity High Dividend ETF$0$1,107,608 ▼-100.0%00.0%ETFMRKMerck & Co., Inc.$0$348,539 ▼-100.0%00.0%MedicalAMDAdvanced Micro Devices$0$261,885 ▼-100.0%00.0%Computer and TechnologyTMOThermo Fisher Scientific$0$243,327 ▼-100.0%00.0%MedicalIQVIQVIA$0$230,248 ▼-100.0%00.0%MedicalMDTMedtronic$0$219,439 ▼-100.0%00.0%MedicalDRIDarden Restaurants$0$216,694 ▼-100.0%00.0%Retail/WholesaleFIDELITY WISE ORIGIN BITCOIN$0$215,910 ▼-100.0%00.0%SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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