Rainier Family Wealth Inc Portfolio Stock Holdings

According to the SEC 13F filed on July 15, 2026, Rainier Family Wealth Inc disclosed 99 stock positions valued at approximately $175.75M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, NVIDIA CORPORATION, and MICROSOFT CORP.

Report Period
June 30, 2026
No. of Stocks
99
Portfolio Value
$175.75M
Holdings by Sector
Rainier Family Wealth Inc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SPDR SERIES TRUSTSPLGOther7.76%155,238+7,097+4.79%$13,642,280
NVIDIA CORPORATIONNVDATechnology5.89%51,733+17+0.03%$10,351,191
MICROSOFT CORPMSFTTechnology4.46%21,017-571-2.64%$7,839,762
APPLE INCAAPLTechnology3.96%24,046-340-1.39%$6,957,951
DBX ETF TRDBEFOther3.52%113,401+3,178+2.88%$6,195,115
ALPHABET INCGOOGLCommunication Services3.14%15,422+114+0.74%$5,511,361
SPDR SERIES TRUSTSPSMOther2.97%90,552+1,227+1.37%$5,222,134
INVESCO EXCHANGE TRADED FD TRSPOther2.87%23,733+15,609+192.13%$5,049,671
BROADCOM INCAVGOTechnology2.75%12,784-251-1.93%$4,829,156
SPDR SERIES TRUSTSPABOther2.72%187,221+44,538+31.21%$4,777,880
FIDELITY COVINGTON TRUSTFENIOther2.70%118,348+23,251+24.45%$4,749,310
SPDR SERIES TRUSTSPYGOther2.65%39,149-17,983-31.48%$4,658,344
INVESCO EXCH TRADED FD TR IIQQQMOther2.48%14,383+3,557+32.86%$4,357,660
CAMECO CORPCCJEnergy2.43%41,874-495-1.17%$4,265,286
ISHARES TREFAOther2.31%39,036+2,001+5.40%$4,055,095
AMERICAN CENTY ETF TRAVEMOther1.99%36,219+3,316+10.08%$3,494,791
AMAZON COM INCAMZNConsumer Cyclical1.84%13,579-74-0.54%$3,236,419
EXCHANGE TRADED CONCEPTS TRUROBOOther1.81%37,150+4,013+12.11%$3,182,269
LEGG MASON ETF INVTLVHIOther1.81%78,376+8,712+12.51%$3,180,893
INVESCO QQQ TRQQQOther1.69%4,026-656-14.01%$2,964,599
ISHARES TREEMOther1.62%41,679+4,292+11.48%$2,851,269
VANGUARD MUN BD FDSVTEBOther1.57%54,688+10,306+23.22%$2,766,120
ISHARES TRIWROther1.46%23,258+925+4.14%$2,565,801
ISHARES TRIEFAOther1.45%26,310--$2,541,020
SPDR SERIES TRUSTSPMDOther1.26%32,695+1,476+4.73%$2,208,898
ISHARES TRIHAKOther1.22%35,395+2,173+6.54%$2,148,832
JPMORGAN CHASE & COJPMFinancial Services1.22%6,548-150-2.24%$2,143,357
VANGUARD SCOTTSDALE FDSVTWOOther1.19%17,224+737+4.47%$2,091,323
VANGUARD TAX-MANAGED FDSVEAOther1.11%27,391--$1,951,609
ISHARES TRIXCOther1.02%36,312+4,212+13.12%$1,784,011
Showing 30 of 99 holdings in the latest reporting period.
Rainier Family Wealth Inc Portfolio Stock Holdings | InsiderSet