Rainier Family Wealth Q2 2026 Portfolio Activity Report
Rainier Family Wealth Inc held $170 million in investments across 99 stocks during the second quarter of 2026, with notable changes observed.
As reported by insiderset.com on behalf of Rainier Family Wealth Inc (rainier-family-wealth-inc) as of June 30, 2026, the investment firm managed a substantial portfolio valued at $170.8 million during this quarter.
The investor maintained a diverse holding base throughout Q2, evidenced by their large number of positions and consistent monitoring of changes in these holdings (rainier-family-wealth-inc). This quarter saw a mix of buying new stocks, increasing allocations to existing ones, and minor adjustments across their portfolio.
Purchasing New Positions: Rainier Family Wealth Inc demonstrated activity in adding new holdings or significantly boosting positions. Notably, the firm purchased INVESCO EXCHANGE TRADED FD T (RSP) (RSP) and FIDUCIA ETF COVINGTON (FENI) (FENI). These additions reflect strategic decisions to diversify or capitalize on specific market opportunities.
Increasing Holdings: The investor significantly increased their stake in SPDR Series Trust (SPAB) (SPAB). This ETF saw a substantial rise of 44,538 shares, representing a nearly 31.2% increase in its position during the quarter. Similarly, FIDUCIA ETF COVINGTON (FENI) (FENI) experienced a significant share growth of 23,251 units (+24.45%). Vanguard Municipal Bonds Fund (VTEB) (VTEB) also saw considerable expansion with a 23.2% share increase, while Legg Mason ETF Invt (LVHI) (LVHI) added shares at a moderate pace of +12.5%. These increases suggest confidence in these specific trusts or funds.
Making Minor Adjustments: In contrast to the large additions, there were also minor changes elsewhere. The firm slightly increased SPDR Series Trust (SPLG) (SPLG) by 4.79%. However, they sold a significant portion of Fidelity Muni Flow ETF (SPYG) (SPYG). Despite this decrease in one SPDR ETF, the firm also purchased other individual stocks like Transocean Ltd (H8817H100), FlexShares Tech/Media CTA Equity ETF (GUNR), and Dimensional ETF Trust Co (DFAC) (GUNR) during the quarter.
No Disclosed Large Sells: According to the provided data, Rainier Family Wealth Inc did not engage in any large-scale selling activities this quarter. While they sold shares of SPYG (SPYG) and exited positions like PARR (PAR PAC Holdings) (PARR) and H8817H100 (Transocean Ltd), these actions were either moderate or involved exiting holdings that might have been part of previous periods. No such activity is disclosed in this filing.