Top 50 Rainier Family Wealth INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 7.76% | 155.2K | $13.6M | +4.79%(+7.10K) | $69.89(+30.27%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.89% | 51.7K | $10.4M | +0.03%(+17) | $137.26(+60.62%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.46% | 21.0K | $7.8M | -2.64%(-571) | $423.48(+18.72%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.96% | 24.0K | $7.0M | -1.39%(-340) | $238.15(+28.77%) | 2026-06-30 | |
| DBEF | DBX ETF TR | 3.52% | 113.4K | $6.2M | +2.88%(+3.18K) | $43.75(+28.95%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.14% | 15.4K | $5.5M | +0.74%(+114) | $201.38(+74.52%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 2.97% | 90.6K | $5.2M | +1.37%(+1.23K) | $45.32(+27.61%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.87% | 23.7K | $5.0M | +192.13%(+15.61K) | $194.49(+13.53%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.75% | 12.8K | $4.8M | -1.93%(-251) | $221.40(+89.86%) | 2026-06-30 | |
| SPAB | SPDR SERIES TRUST | 2.72% | 187.2K | $4.8M | +31.21%(+44.54K) | $25.59(-1.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +29.66% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +38.34% |
Rainier Family Wealth INC reports $175.75M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (7.8%), NVDA (5.9%) and MSFT (4.5%). The top 20 holdings account for 61.75% of reported assets. Its disclosed equity book has returned +29.66% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rainier Family Wealth INCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2073596). View Rainier Family Wealth INCโs 13F filings on SEC