RAINIER FAMILY WEALTH INC

TACOMA, WA · CIK 2073596 · 13F filing filed 2026-07-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyTacoma, WA

$175.7m reported value +17.9% vs Q1 2026

102positions

40.0%in top 10

11 new 42 added 27 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	155,238	$13.6m7.76%	7.76%	Added +7.1k	+7,097 4.8%
2	NVIDIA CORPORATION COM NVDA	NVDA	51,733	$10.4m5.89%	5.89%	Added +17	+17 0.0%
3	MICROSOFT CORP COM MSFT	MSFT	21,017	$7.8m4.46%	4.46%	Reduced -571	-571 -2.6%
4	APPLE INC COM AAPL	AAPL	24,046	$7.0m3.96%	3.96%	Reduced -340	-340 -1.4%
5	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	113,401	$6.2m3.52%	3.52%	Added +3.2k	+3,178 2.9%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	15,422	$5.5m3.14%	3.14%	Added +114	+114 0.7%
7	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	90,552	$5.2m2.97%	2.97%	Added +1.2k	+1,227 1.4%
8	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	23,733	$5.0m2.87%	2.87%	Added +15.6k	+15,609 192.1%
9	BROADCOM INC COM AVGO	AVGO	12,784	$4.8m2.75%	2.75%	Reduced -251	-251 -1.9%
10	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	187,221	$4.8m2.72%	2.72%	Added +44.5k	+44,538 31.2%
11	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	118,348	$4.7m2.70%	2.70%	Added +23.3k	+23,251 24.4%
12	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	39,149	$4.7m2.65%	2.65%	Reduced -18.0k	-17,983 -31.5%
13	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	14,383	$4.4m2.48%	2.48%	Added +3.6k	+3,557 32.9%
14	CAMECO CORP COM CCJ	CCJ	41,874	$4.3m2.43%	2.43%	Reduced -495	-495 -1.2%
15	ISHARES TR MSCI EAFE ETF EFA	EFA	39,036	$4.1m2.31%	2.31%	Added +2.0k	+2,001 5.4%
16	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	36,219	$3.5m1.99%	1.99%	Added +3.3k	+3,316 10.1%
17	AMAZON COM INC COM AMZN	AMZN	13,579	$3.2m1.84%	1.84%	Reduced -74	-74 -0.5%
18	EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF ROBO	ROBO	37,150	$3.2m1.81%	1.81%	Added +4.0k	+4,013 12.1%
19	LEGG MASON ETF INVT FRANKLIN INTL LW LVHI	LVHI	78,376	$3.2m1.81%	1.81%	Added +8.7k	+8,712 12.5%
20	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,026	$3.0m1.69%	1.69%	Reduced -656	-656 -14.0%
21	ISHARES TR MSCI EMG MKT ETF EEM	EEM	41,679	$2.9m1.62%	1.62%	Added +4.3k	+4,292 11.5%
22	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	54,688	$2.8m1.57%	1.57%	Added +10.3k	+10,306 23.2%
23	ISHARES TR RUS MID CAP ETF IWR	IWR	23,258	$2.6m1.46%	1.46%	Added +925	+925 4.1%
24	ISHARES TR CORE MSCI EAFE IEFA	IEFA	26,310	$2.5m1.45%	1.45%	Unchanged
25	EXCHANGE TRADED CONCEPTS TRU RANGE NUCLEAR RE NUKZ	NUKZ	35,590	$2.4m1.38%	1.38%	Added +4.1k	+4,113 13.1%
26	NORTHERN LTS FD TR II WEITZ CORE PLUS WCPB	WCPB	90,298	$2.3m1.30%	1.30%	Added +6.8k	+6,779 8.1%
27	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	32,695	$2.2m1.26%	1.26%	Added +1.5k	+1,476 4.7%
28	ISHARES TR CYBERSECURITY IHAK	IHAK	35,395	$2.1m1.22%	1.22%	Added +2.2k	+2,173 6.5%
29	JPMORGAN CHASE & CO COM JPM	JPM	6,548	$2.1m1.22%	1.22%	Reduced -150	-150 -2.2%
30	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	17,224	$2.1m1.19%	1.19%	Added +737	+737 4.5%
31	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	27,391	$2.0m1.11%	1.11%	Unchanged
32	ISHARES TR GLOBAL ENERG ETF IXC	IXC	36,312	$1.8m1.02%	1.02%	Added +4.2k	+4,212 13.1%
33	FLEXSHARES TR MORNSTAR UPSTR GUNR	GUNR	33,959	$1.7m0.95%	0.95%	Added +5.1k	+5,146 17.9%
34	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	6,648	$1.5m0.83%	0.83%	Reduced -506	-506 -7.1%
35	FLEXSHARES TR CR SCD US BD SKOR	SKOR	27,602	$1.3m0.76%	0.76%	Added +3.8k	+3,834 16.1%
36	WALMART INC COM WMT	WMT	11,792	$1.3m0.76%	0.76%	Added +220	+220 1.9%
37	COSTCO WHSL CORP NEW COM COST	COST	1,393	$1.3m0.74%	0.74%	Unchanged
38	TESLA INC COM TSLA	TSLA	3,042	$1.3m0.73%	0.73%	Added +71	+71 2.4%
39	TRANE TECHNOLOGIES PLC SHS TT	TT	2,395	$1.2m0.67%	0.67%	Unchanged
40	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	8,579	$1.1m0.62%	0.62%	Unchanged
41	CHEVRON CORP NEW COM CVX	CVX	6,314	$1.0m0.60%	0.60%	Added +266	+266 4.4%
42	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,071	$1.0m0.59%	0.59%	Added +14	+14 0.7%
43	SPDR SER TR NUVEEN BLOOMBERG HYMB	HYMB	37,388	$951.2k0.54%	0.54%	Added +7.0k	+7,013 23.1%
44	META PLATFORMS INC CL A META	META	1,626	$916.1k0.52%	0.52%	Added +59	+59 3.8%
45	ALPHABET INC CAP STK CL C GOOG	GOOG	2,509	$886.5k0.50%	0.50%	Reduced -10	-10 -0.4%
46	CISCO SYS INC COM CSCO	CSCO	7,270	$853.9k0.49%	0.49%	Added +287	+287 4.1%
47	VISA INC COM CL A V	V	2,483	$851.9k0.48%	0.48%	Added +17	+17 0.7%
48	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,463	$849.9k0.48%	0.48%	Added +16	+16 1.1%
49	ISHARES GOLD TR ISHARES NEW IAU	IAU	10,957	$827.4k0.47%	0.47%	Unchanged
50	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	15,896	$823.1k0.47%	0.47%	Reduced -107	-107 -0.7%
51	EATON CORP PLC SHS ETN	ETN	1,920	$818.2k0.47%	0.47%	Added +42	+42 2.2%
52	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$748.9k0.43%	0.43%	Unchanged
53	BANK AMERICA CORP COM BAC	BAC	12,867	$733.2k0.42%	0.42%	Reduced -507	-507 -3.8%
54	ISHARES TR RUS 1000 GRW ETF IWF	IWF	5,328	$661.6k0.38%	0.38%	Unchanged
55	MARATHON PETE CORP COM MPC	MPC	2,552	$652.5k0.37%	0.37%	Reduced -191	-191 -7.0%
56	JOHNSON & JOHNSON COM JNJ	JNJ	2,358	$598.9k0.34%	0.34%	Added +43	+43 1.9%
57	ELI LILLY & CO COM LLY	LLY	483	$579.3k0.33%	0.33%	Unchanged
58	ISHARES TR CORE S&P500 ETF IVV	IVV	710	$531.7k0.30%	0.30%	Unchanged
59	ORACLE CORP COM ORCL	ORCL	3,573	$523.6k0.30%	0.30%	Reduced -95	-95 -2.6%
60	ABBVIE INC COM ABBV	ABBV	1,942	$488.7k0.28%	0.28%	Added +54	+54 2.9%
61	HOME DEPOT INC COM HD	HD	1,366	$481.8k0.27%	0.27%	Added +5	+5 0.4%
62	TCW ETF TRUST TRANSFRM 500 ETF VOTE	VOTE	5,420	$477.9k0.27%	0.27%	Unchanged
63	MICRON TECHNOLOGY INC COM MU	MU	396	$457.1k0.26%	0.26%	New
64	AMPHENOL CORP CL A APH	APH	2,585	$455.8k0.26%	0.26%	Reduced -169	-169 -6.1%
65	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,992	$443.7k0.25%	0.25%	Reduced -31	-31 -1.0%
66	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	15,982	$442.7k0.25%	0.25%	Unchanged
67	FREEPORT-MCMORAN INC CL B FCX	FCX	6,857	$431.2k0.25%	0.25%	Reduced -81	-81 -1.2%
68	PARKER-HANNIFIN CORP COM PH	PH	438	$428.4k0.24%	0.24%	Reduced -5	-5 -1.1%
69	MERCK & CO INC COM MRK	MRK	3,218	$413.5k0.24%	0.24%	Added +42	+42 1.3%
70	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	990	$411.1k0.23%	0.23%	Reduced -110	-110 -10.0%
71	AMERIPRISE FINL INC COM AMP	AMP	842	$386.3k0.22%	0.22%	Reduced -25	-25 -2.9%
72	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,246	$374.4k0.21%	0.21%	Unchanged
73	JOHNSON CTLS INTL PLC SHS JCI	JCI	2,553	$373.0k0.21%	0.21%	Reduced -82	-82 -3.1%
74	MASTERCARD INCORPORATED CL A MA	MA	716	$367.7k0.21%	0.21%	Reduced -34	-34 -4.5%
75	ALLSTATE CORP COM ALL	ALL	1,506	$358.3k0.20%	0.20%	Reduced -56	-56 -3.6%
76	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	3,400	$333.9k0.19%	0.19%	Unchanged
77	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	826	$328.5k0.19%	0.19%	Reduced -43	-43 -5.0%
78	NXP SEMICONDUCTORS N V COM NXPI	NXPI	1,157	$325.2k0.19%	0.19%	Reduced -133	-133 -10.3%
79	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	5,308	$316.8k0.18%	0.18%	Unchanged
80	APPLIED MATLS INC COM AMAT	AMAT	437	$316.0k0.18%	0.18%	New
81	SELECT SECTOR SPDR TR ENERGY XLE	XLE	5,834	$309.8k0.18%	0.18%	Unchanged
82	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	601	$301.3k0.17%	0.17%	Added +5	+5 0.8%
83	TJX COS INC NEW COM TJX	TJX	1,955	$296.2k0.17%	0.17%	Unchanged
84	GE VERNOVA INC COM GEV	GEV	249	$292.5k0.17%	0.17%	Added +5	+5 2.0%
85	AMGEN INC COM AMGN	AMGN	778	$281.7k0.16%	0.16%	New
86	INTEL CORP COM INTC	INTC	2,011	$280.8k0.16%	0.16%	New
87	LAM RESEARCH CORP COM NEW LRCX	LRCX	646	$279.9k0.16%	0.16%	New
88	COCA COLA CO COM KO	KO	3,409	$277.1k0.16%	0.16%	Added +292	+292 9.4%
89	VANGUARD INDEX FDS MID CAP ETF VO	VO	3,436	$276.8k0.16%	0.16%	Unchanged
90	ISHARES TR RUS 2000 VAL ETF IWN	IWN	1,229	$271.9k0.15%	0.15%	Unchanged
91	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	277	$267.3k0.15%	0.15%	New
92	PAR PAC HOLDINGS INC COM NEW PARR	PARR	4,625	$259.4k0.15%	0.15%	New
93	PGIM ETF TR JENNISON INT OPP PJIO	PJIO	3,698	$257.6k0.15%	0.15%	Unchanged
94	KINDER MORGAN INC DEL COM KMI	KMI	7,830	$250.3k0.14%	0.14%	Unchanged
95	ANALOG DEVICES INC COM ADI	ADI	607	$240.9k0.14%	0.14%	New
96	AMERICAN EXPRESS CO COM AXP	AXP	701	$237.1k0.13%	0.13%	Unchanged
97	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	5,035	$223.4k0.13%	0.13%	New
98	VERIZON COMMUNICATIONS INC COM VZ	VZ	4,899	$207.4k0.12%	0.12%	Added +123	+123 2.6%
99	PHILIP MORRIS INTL INC COM PM	PM	1,133	$205.0k0.12%	0.12%	New
100	PROCTER AND GAMBLE CO COM PG	PG	1,384	$202.9k0.12%	0.12%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	4,263	$723.3k4.3k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	1,406	$205.7k1.4k shares