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Portfolio (Quarterly) Guide ↗

RAINIER FAMILY WEALTH INC

· CIK 0002073596
13F Portfolio $176M AUM 102 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 42 Added 26 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 396.0 $457K 0.26% NEW $1154.29 -19.2%
2 AMAT APPLIED MATLS INC Technology 437.0 $316K 0.18% NEW $723.00 -36.1%
3 AMGN AMGEN INC Healthcare 778.0 $282K 0.16% NEW $362.12 +19.4%
4 INTC INTEL CORP Technology 2,011.0 $281K 0.16% NEW $139.63 -35.9%
5 LRCX LAM RESEARCH CORP Technology 646.0 $280K 0.16% NEW $433.33 -30.3%
6 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 277.0 $267K 0.15% NEW $965.00 -14.0%
7 PARR PAR PAC HOLDINGS INC Energy 4,625.0 $259K 0.15% NEW $56.08 +40.6%
8 ADI ANALOG DEVICES INC Technology 607.0 $241K 0.14% NEW $396.93 -8.9%
9 DFAC DIMENSIONAL ETF TRUST 5,035.0 $223K 0.13% NEW $44.36 +2.8%
10 PM PHILIP MORRIS INTL INC Consumer Defensive 1,133.0 $205K 0.12% NEW $180.91 +6.1%
11 PG PROCTER & GAMBLE CO Consumer Defensive 1,384.0 $203K 0.12% NEW $146.64 -2.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.7%
Financial Services 12.2%
Communication Services 9.2%
Energy 9.0%
Consumer Cyclical 7.3%
Consumer Defensive 4.6%
Healthcare 4.1%
Industrials 3.9%
Basic Materials 0.6%
Utilities 0.4%