RAINIER FAMILY WEALTH INC
•CIK: 2073596•Filing: Q4 2025
RAINIER FAMILY WEALTH INC manages $133M across a portfolio of 91 positions, exhibiting a concentrated, technology-heavy mandate. Top holdings reveal significant allocations to sector-specific ETFs and mega-cap technology names, notably SPYM at $13.7M and MSFT at $10.3M. Further concentration is evident with NVDA ($8.5M), AAPL ($5.8M), and SPYG ($5.3M), suggesting a focus on growth and market sector exposure. The portfolio structure indicates tactical overweighting within the semiconductor and large-cap software ecosystems.
Total AUM
$132.7M
QoQ Performance
+18.3%
Positions
71
Top 10 Concentration
49.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
MSFT
NVDA
SPYM10.3%
MSFT7.8%
NVDA6.4%
AAPL4.4%
SPYG4.0%
DBEF3.8%
NDQ3.8%
SPSM3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.1%
Technology28.1%
Consumer5.0%
Financial4.5%
Healthcare1.7%
Energy0.7%
Industrial0.5%
ETF0.4%
Changes from Q3 2025
NEW22 new positions
↑54 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025