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Filers›Holding Co.›RAINIER FAMILY WEALTH INC
DOSSIER · 13F-HR · Q1 2026

RAINIER FAMILY WEALTH INC

RAINIER FAMILY WEALTH's holding co. based in Greenwich, CT — $149M in tracked AUM across 93 positions as of Q1 2026.

RF
RAINIER FAMILY WEALTH·Greenwich, CT·Holding Co.
CIK 0002073596 · last filed Mar 31, 2026
Total AUM
$149M
▼ 13.5%
vs prior
Holdings
93
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
38% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

RAINIER FAMILY WEALTH INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$11M148K7.6%
02
NVDA
NVIDIA CORPORATION
$9M52K6.0%
03
MSFT
MICROSOFT CORP
$8M22K5.4%
04
AAPL
APPLE INC
$6M24K4.2%
05
SPYG
SPDR SERIES TRUST
$6M57K3.8%
06
DBEF
DBX ETF TR
$5M110K3.7%
07
CCJ
CAMECO CORP
$5M42K3.1%
08
GOOGL
ALPHABET INC
$4M15K3.0%
09
SPSM
SPDR SERIES TRUST
$4M89K2.9%
10
AVGO
BROADCOM INC
$4M13K2.7%

Filing history

Filing history loading…
AI Agent · grounded in RAINIER
haiku-4-5 · 93 positions indexed
Sector mix
  • Financials38%
  • Cons. Disc.29%
  • Communications6%
  • Industrials9%
  • Energy11%
  • Other7%
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