RAINIER FAMILY WEALTH INC
RIA/Wealth
RAINIER FAMILY WEALTH INC is a RIA/Wealth based in Tacoma, WA led by Jun Stephen Chea, reporting $237.7M in AUM as of Q3 2025 with 52% ETF concentration and 53% concentrated in top 10 holdings.
PresidentJun Stephen Chea
- Portfolio Value
- $112.2M
- Positions
- 71
- Top Holding
- SPLG at 10.89%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in RAINIER FAMILY WEALTH INC's portfolio (53.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $12.2M | 10.89% | +$360.3K Bought | — 155.9K shares | |
Software - Infrastructure Technology | $10.6M | 9.44% | +$360.5K Bought | 0.00% 20.4K shares | |
Semiconductors Technology | $8.6M | 7.63% | +$658.6K Bought | 0.00% 45.8K shares | |
Consumer Electronics Technology | $5.1M | 4.52% | +$1.1M Bought | 0.00% 19.9K shares | |
ETF ETF | $4.9M | 4.38% | +$301.0K Bought | — 47.0K shares | |
ETF ETF | $4.3M | 3.85% | +$205.9K Bought | — 7.2K shares | |
ETF ETF | $3.9M | 3.50% | +$302.7K Bought | — 84.7K shares | |
ETF ETF | $3.7M | 3.34% | -$4.8K Sold | — 80.9K shares | |
Semiconductors Technology | $3.7M | 3.28% | -$200.6K Sold | 0.00% 11.2K shares | |
Internet Content & Information Communication Services | $3.0M | 2.66% | -$45.9K Sold | 0.00% 12.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in RAINIER FAMILY WEALTH INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+75.91% | |
+34.03% | |
+32.63% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for RAINIER FAMILY WEALTH INC
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