Fund Universe

RAINIER FAMILY WEALTH INC

CIK 0002073596 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.283
AUM ($M)
176
Positions
102
Turnover
0.07
Top-10 wt
40%
Herfindahl
0.026
History (qtrs)
7
Excess Return
not eligible

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Security type

Holdings · 104 positions · portfolio value $176M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SPYM funds › SPDR SERIES TRUST ADD 7.8% +0.2% 13.6 155,238 +7,097 6
NVDA funds › NVIDIA CORPORATION ADD 5.9% -0.2% 10.4 51,733 +17 6
MSFT funds › MICROSOFT CORP TRIM 4.5% -0.9% 7.8 21,017 -571 6
AAPL funds › APPLE INC TRIM 4.0% -0.2% 7.0 24,046 -340 6
DBEF funds › DBX ETF TR ADD 3.5% -0.1% 6.2 113,401 +3,178 6
GOOGL funds › ALPHABET INC ADD 3.1% +0.2% 5.5 15,422 +114 6
SPSM funds › SPDR SERIES TRUST ADD 3.0% +0.1% 5.2 90,552 +1,227 6
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 2.9% +1.8% 5.0 23,733 +15,609 6
AVGO funds › BROADCOM INC TRIM 2.7% +0.0% 4.8 12,784 -251 6
SPAB funds › SPDR SERIES TRUST ADD 2.7% +0.3% 4.8 187,221 +44,538 6
FENI funds › FIDELITY COVINGTON TRUST ADD 2.7% +0.3% 4.7 118,348 +23,251 2
SPYG funds › SPDR SERIES TRUST TRIM 2.7% -1.1% 4.7 39,149 -17,983 6
QQQM funds › INVESCO EXCH TRADED FD TR II ADD 2.5% +0.8% 4.4 14,383 +3,557 2
CCJ funds › CAMECO CORP TRIM 2.4% -0.7% 4.3 41,874 -495 6
EFA funds › ISHARES TR ADD 2.3% -0.1% 4.1 39,036 +2,001 6
AVEM funds › AMERICAN CENTY ETF TR ADD 2.0% +0.2% 3.5 36,219 +3,316 2
AMZN funds › AMAZON COM INC TRIM 1.8% -0.1% 3.2 13,579 -74 6
ROBO funds › EXCHANGE TRADED CONCEPTS TRU ADD 1.8% +0.3% 3.2 37,150 +4,013 5
LVHI funds › LEGG MASON ETF INVT ADD 1.8% -0.1% 3.2 78,376 +8,712 6
QQQ funds › INVESCO QQQ TR TRIM 1.7% -0.1% 3.0 4,026 -656 6
EEM funds › ISHARES TR ADD 1.6% +0.2% 2.9 41,679 +4,292 6
VTEB funds › VANGUARD MUN BD FDS ADD 1.6% +0.1% 2.8 54,688 +10,306 6
IWR funds › ISHARES TR ADD 1.5% +0.0% 2.6 23,258 +925 6
IEFA funds › ISHARES TR HOLD 1.4% -0.2% 2.5 26,310 +0 6
NUKZ funds › EXCHANGE TRADED CONCEPTS TRU ADD 1.4% -0.0% 2.4 35,590 +4,113 5
WCPB funds › NORTHERN LTS FD TR II ADD 1.3% -0.1% 2.3 90,298 +6,779 3
SPMD funds › SPDR SERIES TRUST ADD 1.3% +0.0% 2.2 32,695 +1,476 6
IHAK funds › ISHARES TR ADD 1.2% +0.2% 2.1 35,395 +2,173 5
JPM funds › JPMORGAN CHASE & CO TRIM 1.2% -0.1% 2.1 6,548 -150 6
VTWO funds › VANGUARD SCOTTSDALE FDS ADD 1.2% +0.1% 2.1 17,224 +737 6
VEA funds › VANGUARD TAX-MANAGED FDS HOLD 1.1% -0.1% 2.0 27,391 +0 6
IXC funds › ISHARES TR ADD 1.0% -0.2% 1.8 36,312 +4,212 2
GUNR funds › FLEXSHARES TR ADD 1.0% -0.1% 1.7 33,959 +5,146 2
QUAL funds › ISHARES TR TRIM 0.8% -0.1% 1.5 6,648 -506 6
SKOR funds › FLEXSHARES TR ADD 0.8% -0.0% 1.3 27,602 +3,834 6
WMT funds › WALMART INC ADD 0.8% -0.2% 1.3 11,792 +220 6
COST funds › COSTCO WHOLESALE CORPORATION HOLD 0.7% -0.2% 1.3 1,393 +0 6
TSLA funds › TESLA INC ADD 0.7% -0.0% 1.3 3,042 +71 6
TT funds › TRANE TECHNOLOGIES PLC HOLD 0.7% -0.0% 1.2 2,395 +0 6
VONG funds › VANGUARD SCOTTSDALE FDS HOLD 0.6% -0.0% 1.1 8,579 +0 6
CVX funds › CHEVRON CORPORATION ADD 0.6% -0.2% 1.0 6,314 +266 6
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.6% -0.1% 1.0 2,071 +14 6
HYMB funds › SPDR SERIES TRUST ADD 0.5% +0.0% 1.0 37,388 +7,013 6
META funds › META PLATFORMS INC ADD 0.5% -0.1% 0.9 1,626 +59 6
GOOG funds › ALPHABET INC TRIM 0.5% +0.0% 0.9 2,509 -10 5
CSCO funds › CISCO SYS INC ADD 0.5% +0.1% 0.9 7,270 +287 6
V funds › VISA INC ADD 0.5% -0.0% 0.9 2,483 +17 6
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.5% +0.3% 0.8 1,463 +16 3
IAU funds › ISHARES GOLD TR HOLD 0.5% -0.2% 0.8 10,957 +0 2
SPEM funds › SPDR INDEX SHS FDS TRIM 0.5% -0.0% 0.8 15,896 -107 6
ETN funds › EATON CORP PLC ADD 0.5% +0.0% 0.8 1,920 +42 6
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.4% -0.1% 0.7 1 +0 6
BAC funds › BANK OF AMER CORP TRIM 0.4% -0.0% 0.7 12,867 -507 6
IWF funds › ISHARES TR ADD 0.4% -0.0% 0.7 5,328 +3,996 6
MPC funds › MARATHON PETE CORP TRIM 0.4% -0.1% 0.7 2,552 -191 6
JNJ funds › JOHNSON & JOHNSON ADD 0.3% -0.0% 0.6 2,358 +43 6
LLY funds › ELI LILLY & CO HOLD 0.3% +0.0% 0.6 483 +0 3
IVV funds › ISHARES TR HOLD 0.3% -0.0% 0.5 710 +0 6
ORCL funds › ORACLE CORP TRIM 0.3% -0.1% 0.5 3,573 -95 6
ABBV funds › ABBVIE INC ADD 0.3% +0.0% 0.5 1,942 +54 3
HD funds › HOME DEPOT INC ADD 0.3% -0.0% 0.5 1,366 +5 6
VOTE funds › TCW ETF TRUST HOLD 0.3% -0.0% 0.5 5,420 +0 4
MU funds › MICRON TECHNOLOGY INC NEW 0.3% +0.3% 0.5 396 +396 1
APH funds › AMPHENOL CORP TRIM 0.3% +0.0% 0.5 2,585 -169 2
IJR funds › ISHARES TR TRIM 0.3% +0.0% 0.4 2,992 -31 3
SCHF funds › SCHWAB STRATEGIC TR HOLD 0.3% -0.0% 0.4 15,982 +0 6
FCX funds › FREEPORT MCMORAN INC TRIM 0.2% -0.0% 0.4 6,857 -81 2
PH funds › PARKER-HANNIFIN CORP TRIM 0.2% -0.0% 0.4 438 -5 2
MRK funds › MERCK & CO INC ADD 0.2% -0.0% 0.4 3,218 +42 3
MSI funds › MOTOROLA SOLUTIONS INC TRIM 0.2% -0.1% 0.4 990 -110 6
AMP funds › AMERIPRISE FINL INC TRIM 0.2% -0.0% 0.4 842 -25 6
IWM funds › ISHARES TR HOLD 0.2% +0.0% 0.4 1,246 +0 6
JCI funds › JOHNSON CONTROLS INTERNATION TRIM 0.2% -0.0% 0.4 2,553 -82 6
MA funds › MASTERCARD INCORPORATED TRIM 0.2% -0.0% 0.4 716 -34 6
ALL funds › ALLSTATE CORP TRIM 0.2% -0.0% 0.4 1,506 -56 3
VYMI funds › VANGUARD WHITEHALL FDS HOLD 0.2% -0.0% 0.3 3,400 +0 3
ISRG funds › INTUITIVE SURGICAL INC TRIM 0.2% -0.1% 0.3 826 -43 6
NXPI funds › NXP SEMICONDUCTORS N V TRIM 0.2% +0.0% 0.3 1,157 -133 6
VWO funds › VANGUARD INTL EQUITY INDEX F HOLD 0.2% -0.0% 0.3 5,308 +0 6
AMAT funds › APPLIED MATLS INC NEW 0.2% +0.2% 0.3 437 +437 1
XLE funds › SELECT SECTOR SPDR TR HOLD 0.2% -0.1% 0.3 5,834 +0 3
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.2% -0.0% 0.3 601 +5 4
TJX funds › TJX COS INC NEW HOLD 0.2% -0.0% 0.3 1,955 +0 6
GEV funds › GE VERNOVA INC ADD 0.2% +0.0% 0.3 249 +5 2
AMGN funds › AMGEN INC NEW 0.2% +0.2% 0.3 778 +778 1
INTC funds › INTEL CORP NEW 0.2% +0.2% 0.3 2,011 +2,011 1
LRCX funds › LAM RESEARCH CORP NEW 0.2% +0.2% 0.3 646 +646 1
KO funds › COCA COLA CO ADD 0.2% -0.0% 0.3 3,409 +292 3
VO funds › VANGUARD INDEX FDS ADD 0.2% -0.0% 0.3 3,436 +2,577 3
IWN funds › ISHARES TR HOLD 0.2% -0.0% 0.3 1,229 +0 2
STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW 0.2% +0.2% 0.3 277 +277 1
PARR funds › PAR PAC HOLDINGS INC NEW 0.1% +0.1% 0.3 4,625 +4,625 1
PJIO funds › PGIM ETF TR HOLD 0.1% +0.0% 0.3 3,698 +0 3
KMI funds › KINDER MORGAN INC DEL HOLD 0.1% -0.0% 0.3 7,830 +0 3
ADI funds › ANALOG DEVICES INC NEW 0.1% +0.1% 0.2 607 +607 1
AXP funds › AMERICAN EXPRESS CO HOLD 0.1% -0.0% 0.2 701 +0 2
DFAC funds › DIMENSIONAL ETF TRUST NEW 0.1% +0.1% 0.2 5,035 +5,035 1
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.1% -0.0% 0.2 4,899 +123 3
PM funds › PHILIP MORRIS INTL INC NEW 0.1% +0.1% 0.2 1,133 +1,133 1
PG funds › PROCTER & GAMBLE CO NEW 0.1% +0.1% 0.2 1,384 +1,384 1
SPDW funds › SPDR INDEX SHS FDS TRIM 0.1% -0.0% 0.2 4,021 -979 5
RIG funds › TRANSOCEAN LTD TRIM 0.0% -0.0% 0.1 14,855 -5,000 2
CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT 0.0% -0.5% 0.0 0 -4,263 0
PLTR funds › PALANTIR TECHNOLOGIES INC EXIT 0.0% -0.1% 0.0 0 -1,406 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 176 102 0.07 40% 0.026 0.283 in
2026Q1 149 93 0.15 42% 0.027 0.169 in
2025Q4 133 91 0.08 50% 0.036 0.284 in
2025Q3 112 71 0.06 53% 0.042 0.330 in
2025Q2 100 77 0.13 51% 0.040 0.218 in
2025Q1 85 80 0.13 49% 0.037 0.201 entered
2024Q4 83 87 0.00 49% 0.036 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status