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RAINIER FAMILY WEALTH INC 13F portfolio summary

RAINIER FAMILY WEALTH INC of RAINIER FAMILY WEALTH INC has 93 current stock holdings with a reported portfolio value of $149.1M. The portfolio 1 year return is +21.86%. Top holdings include QQQ (0.00%), SPLG (7.75%), NVDA (6.16%), MSFT (5.46%), AAPL (4.23%).

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RAINIER FAMILY WEALTH INC

RAINIER FAMILY WEALTH INC
Latest filing: 2026-03-31

RAINIER FAMILY WEALTH INC runs RAINIER FAMILY WEALTH INC and currently holds 93 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $149.08M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. RAINIER FAMILY WEALTH INC ranks #933 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, RAINIER FAMILY WEALTH INC's portfolio at RAINIER FAMILY WEALTH INC has delivered returns of +21.86%. Their 3-year annualized return is +13.84%. Looking at the 5-year horizon, RAINIER FAMILY WEALTH INC has achieved +13.84% annualized returns at RAINIER FAMILY WEALTH INC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.86%
#585/1000
3 Year
+13.84%
#948/1000
5 Year
+13.84%
#943/1000

Portfolio Value

$149.08M

Alpha Score

13.7

#933 of 1000

Holdings

93

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change