Rainier Family Wealth Inc.
Annual return
—
SPY
—
Alpha
—
Invested
$149.1M
Holdings
87
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q4 2025: Sold 100.0% (155.9k → 8 shares)
7.7%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 73.4% (6.9k → 1.8k shares)
6.1%
03
$MSFT
MICROSOFT CORP
Q4 2025: Sold 84.6% (20.4k → 3.2k shares)
5.4%
04
$AAPL
APPLE INC
Q1 2026: New position (7.3k shares)
4.2%
05
$SPYG
SPDR SERIES TRUST
Q4 2025: Exited (was 47.0k shares)
3.8%
06
$DBEF
DBX ETF TR
Q4 2025: Exited (was 84.7k shares)
3.7%
07
$CCJ
CAMECO CORP
Q4 2025: Exited (was 34.5k shares)
3.1%
08
$GOOGL
ALPHABET INC
Q1 2026: Sold 74.3% (4.3k → 1.1k shares)
3.0%
09
$SPSM
SPDR SERIES TRUST
Q4 2025: Sold 100.0% (80.9k → 1 shares)
2.9%
10
$AVGO
BROADCOM INC
Q4 2025: Sold 98.6% (11.2k → 153 shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 13:47 UTC.