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Colonial River Wealth Management

Latest statistics and disclosures from Colonial River Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, PVAL, AAPL, RWL, MSFT, and represent 24.22% of Colonial River Investments's stock portfolio.
Added to shares of these 10 stocks: PVAL (+$14M), MSFT, QVML, PLTR, HOOD, ORCL, COWZ, APP, MU, SE.
Started 18 new stock positions in QGRW, VT, CGUS, BE, AZN, FIX, RWK, EME, CSX, KGC. HSY, NEM, DLR, GEV, LITE, PVAL, IWX, EZM.
Reduced shares in these 10 stocks: CGGR (-$7.9M), WDC, MLM, VRT, TSM, VST, NBIS, SPGI, RBLX, AstraZeneca.
Sold out of its positions in AXP, COR, AstraZeneca, BRK.B, QLVD, GE, MGIC, MLM, NMAX, RBLX. RKLB, SPGI, CRM, XLU, NOW, SHW, TKO.
Colonial River Investments was a net buyer of stock by $11M.
Colonial River Investments has $279M in assets under management (AUM), dropping by -0.49%.
Central Index Key (CIK): 0001845859

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Portfolio Holdings for Colonial River Investments

Colonial River Investments holds 229 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	6.8	$19M		109k	174.40	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	5.0	$14M	NEW	300k	46.40	View chart
Apple (AAPL)	4.5	$12M		49k	253.79	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	4.4	$12M	+2%	106k	114.91	View chart
Microsoft Corporation (MSFT)	3.6	$10M	+23%	27k	370.17	View chart
Invesco Exch Traded Fd Tr Ii 500 Qvm Multi (QVML)	3.5	$9.9M	+23%	258k	38.27	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.8	$7.9M	+2%	71k	112.11	View chart
Amazon (AMZN)	2.6	$7.4M	+3%	36k	208.27	View chart
Meta Platforms Cl A (META)	2.2	$6.3M	+7%	11k	572.11	View chart
Palantir Technologies Cl A (PLTR)	1.9	$5.2M	+50%	36k	146.28	View chart
Broadcom (AVGO)	1.6	$4.4M	+3%	14k	309.50	View chart
Tesla Motors (TSLA)	1.5	$4.2M	+3%	11k	371.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$4.0M	-3%	14k	287.55	View chart
Invesco Actively Managed Exc Total Return (GTO)	1.3	$3.6M	-7%	78k	46.83	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.3	$3.5M	-69%	88k	40.19	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.2	$3.4M	-16%	10k	337.95	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$3.3M		12k	286.86	View chart
Exxon Mobil Corporation (XOM)	1.2	$3.3M	+2%	19k	169.66	View chart
Oracle Corporation (ORCL)	1.1	$3.1M	+24%	21k	147.11	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	1.0	$2.9M	+5%	112k	25.51	View chart
Wal-Mart Stores (WMT)	1.0	$2.8M		22k	124.28	View chart
Applovin Corp Com Cl A (APP)	0.9	$2.6M	+26%	6.4k	398.00	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.8	$2.3M	+7%	46k	50.12	View chart
Nebius Group Shs Class A (NBIS)	0.8	$2.3M	-19%	22k	103.76	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.8	$2.2M	+2%	36k	62.24	View chart
Western Digital (WDC)	0.7	$2.0M	-39%	7.6k	270.49	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.7	$2.0M	+5%	65k	31.12	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$2.0M	+6%	36k	55.52	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.9M		6.6k	294.16	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.7	$1.9M	+4%	32k	60.12	View chart
Talen Energy Corp (TLN)	0.7	$1.9M	+9%	5.9k	319.23	View chart
Philip Morris International (PM)	0.7	$1.8M		11k	165.33	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.6	$1.8M	+5%	33k	54.55	View chart
Dominion Resources (D)	0.6	$1.8M		29k	61.82	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.6	$1.8M	+5%	29k	60.44	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$1.6M	+50%	26k	62.56	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.6	$1.6M	+4%	32k	49.61	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$1.6M	-8%	6.7k	237.63	View chart
Bank of America Corporation (BAC)	0.6	$1.6M	+2%	32k	48.75	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.5	$1.5M	+7%	45k	33.37	View chart
Netflix (NFLX)	0.5	$1.5M	+16%	15k	96.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.5M		2.5k	577.18	View chart
Citigroup Com New (C)	0.5	$1.4M	+3%	12k	113.41	View chart
Spdr Series Trust State Street Spd (BIL)	0.5	$1.4M	-8%	15k	91.64	View chart
Abbvie (ABBV)	0.5	$1.4M	-2%	6.2k	217.51	View chart
Capital One Financial (COF)	0.4	$1.3M	+10%	6.9k	182.43	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.4	$1.2M		20k	61.26	View chart
Sea Sponsord Ads (SE)	0.4	$1.2M	+57%	14k	82.81	View chart
Costco Wholesale Corporation (COST)	0.4	$1.2M	-8%	1.2k	996.43	View chart
Goldman Sachs (GS)	0.4	$1.2M	+12%	1.4k	845.99	View chart
Robinhood Mkts Com Cl A (HOOD)	0.4	$1.2M	+171%	17k	69.30	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$1.1M	+4%	22k	50.61	View chart
Verizon Communications (VZ)	0.4	$1.1M	-19%	22k	50.20	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.4	$1.1M	+6%	33k	33.04	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.4	$1.1M	+41%	14k	76.02	View chart
Spdr Series Trust State Street Spd (SPTL)	0.4	$1.1M	-29%	40k	26.30	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$1.0M		7.9k	132.89	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.4	$1.0M		7.1k	145.02	View chart
Spotify Technology S A SHS (SPOT)	0.4	$1.0M	+35%	2.1k	484.91	View chart
Qxo Com New (QXO)	0.4	$1.0M	-10%	52k	19.42	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.4	$1.0M	+4%	30k	33.74	View chart
Micron Technology (MU)	0.4	$984k	+88%	2.9k	337.84	View chart
Coca-Cola Company (KO)	0.3	$967k		13k	76.05	View chart
Global X Fds Artificial Etf (AIQ)	0.3	$966k	+3%	21k	46.67	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.3	$949k	+5%	14k	69.83	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.3	$945k	+2%	14k	69.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$934k	-17%	1.4k	653.40	View chart
UnitedHealth (UNH)	0.3	$899k		3.3k	270.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$894k	-12%	2.8k	320.81	View chart
Astera Labs (ALAB)	0.3	$886k	+27%	8.1k	109.60	View chart
Natera (NTRA)	0.3	$868k	+5%	4.3k	199.99	View chart
Thermo Fisher Scientific (TMO)	0.3	$862k	+2%	1.8k	491.39	View chart
Advanced Micro Devices (AMD)	0.3	$824k	+62%	4.0k	203.43	View chart
Iron Mountain (IRM)	0.3	$816k		8.0k	102.14	View chart
ConocoPhillips (COP)	0.3	$802k	-4%	6.1k	132.00	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$795k	+4%	12k	67.59	View chart
Hilton Worldwide Holdings (HLT)	0.3	$768k	+2%	2.5k	304.02	View chart
Home Depot (HD)	0.3	$767k		2.3k	328.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$767k		1.8k	436.83	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$755k	-6%	16k	48.32	View chart
Heico Corp Cl A (HEI.A)	0.3	$731k	+20%	3.5k	211.09	View chart
Nextera Energy (NEE)	0.3	$728k		7.8k	92.87	View chart
Altria (MO)	0.3	$717k	-10%	11k	65.99	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$698k	+16%	20k	34.41	View chart
FedEx Corporation (FDX)	0.2	$695k	-2%	2.0k	356.18	View chart
Pfizer (PFE)	0.2	$683k	-7%	24k	28.08	View chart
Jackson Financial Com Cl A (JXN)	0.2	$655k	-9%	6.2k	105.73	View chart
Northrop Grumman Corporation (NOC)	0.2	$654k		959.00	682.24	View chart
Johnson & Johnson (JNJ)	0.2	$653k	-7%	2.7k	244.44	View chart
McKesson Corporation (MCK)	0.2	$652k		753.00	865.36	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.2	$646k	+4%	23k	28.08	View chart
Eaton Corp SHS (ETN)	0.2	$646k	-4%	1.8k	357.70	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$643k	+4%	13k	50.37	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$636k		1.7k	383.47	View chart
Southwest Airlines (LUV)	0.2	$624k		17k	37.57	View chart
Constellation Energy (CEG)	0.2	$621k	+12%	2.2k	279.25	View chart
Rocket Cos Com Cl A (RKT)	0.2	$609k	+18%	43k	14.25	View chart
American Intl Group Com New (AIG)	0.2	$608k		8.1k	75.25	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.2	$584k		10k	57.07	View chart
Invesco Exchange Traded Fd T Zacks Mid Cap (CZA)	0.2	$582k		5.3k	110.15	View chart
Sanofi Sa Sponsored Adr (SNY)	0.2	$561k	+6%	12k	48.18	View chart
Lam Research Corp Com New (LRCX)	0.2	$556k	+2%	2.6k	213.66	View chart
Caterpillar (CAT)	0.2	$553k	-45%	780.00	708.84	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$551k	+5%	24k	22.98	View chart
Eli Lilly & Co. (LLY)	0.2	$545k	+7%	592.00	919.77	View chart
Valero Energy Corporation (VLO)	0.2	$533k		2.2k	247.08	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$532k	-2%	818.00	650.34	View chart
Marvell Technology (MRVL)	0.2	$530k		5.4k	99.05	View chart
Allstate Corporation (ALL)	0.2	$527k	-5%	2.5k	207.34	View chart
Enterprise Products Partners (EPD)	0.2	$527k		14k	37.84	View chart
Cummins (CMI)	0.2	$525k		975.00	538.02	View chart
Lockheed Martin Corporation (LMT)	0.2	$518k	+18%	857.00	604.41	View chart
Nxp Semiconductors N V (NXPI)	0.2	$516k	+5%	2.6k	196.86	View chart
Pulte (PHM)	0.2	$516k		4.4k	117.61	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.2	$513k	+6%	8.0k	64.01	View chart
Boston Scientific Corporation (BSX)	0.2	$510k	+32%	8.1k	62.75	View chart
Gaming & Leisure Pptys (GLPI)	0.2	$506k	+4%	11k	44.37	View chart
Nrg Energy Com New (NRG)	0.2	$504k	+2%	3.5k	146.14	View chart
Gfl Environmental Sub Vtg Shs (GFL)	0.2	$503k	+7%	12k	41.72	View chart
Johnson Controls Internation SHS (JCI)	0.2	$501k	+2%	3.8k	130.95	View chart
Freeport Mcmoran CL B (FCX)	0.2	$499k	-4%	8.5k	58.78	View chart
Apollo Global Mgmt (APO)	0.2	$498k	+6%	4.5k	111.42	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$496k	-58%	2.0k	250.58	View chart
At&t (T)	0.2	$494k	-5%	17k	28.99	View chart
General Motors Company (GM)	0.2	$485k		6.5k	74.50	View chart
Bj's Wholesale Club Holdings (BJ)	0.2	$484k	+5%	4.9k	98.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$483k	-9%	808.00	597.55	View chart
Charles Schwab Corporation (SCHW)	0.2	$481k	-3%	5.1k	93.98	View chart
TTM Technologies (TTMI)	0.2	$480k	+20%	4.9k	97.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$479k	+3%	2.5k	191.92	View chart
McDonald's Corporation (MCD)	0.2	$479k	-7%	1.5k	310.83	View chart
Gilead Sciences (GILD)	0.2	$475k	-8%	3.4k	139.38	View chart
Mongodb Cl A (MDB)	0.2	$474k	+55%	1.9k	244.77	View chart
PPL Corporation (PPL)	0.2	$468k	-11%	12k	38.20	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$458k		4.6k	99.86	View chart
Ingersoll Rand (IR)	0.2	$458k	+3%	5.7k	80.12	View chart
Abivax Sa Sponsored Ads (ABVX)	0.2	$450k	-7%	4.0k	111.35	View chart
Flexshares Tr Us Qt Lw Vlty (QLV)	0.2	$439k	-24%	6.1k	71.89	View chart
Corteva (CTVA)	0.2	$435k	+3%	5.2k	83.71	View chart
Metropcs Communications (TMUS)	0.2	$425k	+6%	2.0k	209.98	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$424k	+11%	1.1k	391.76	View chart
Celestica (CLS)	0.2	$420k		1.5k	281.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$417k	-4%	6.5k	64.08	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$406k		3.5k	114.99	View chart
Procter & Gamble Company (PG)	0.1	$405k	-19%	2.8k	144.44	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$405k	+4%	19k	20.90	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$403k	-5%	5.3k	76.54	View chart
Merck & Co (MRK)	0.1	$402k	-3%	3.3k	120.28	View chart
Truist Financial Corp equities (TFC)	0.1	$396k	-5%	8.6k	45.97	View chart
Howmet Aerospace (HWM)	0.1	$393k		1.7k	230.46	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$389k	+2%	503.00	772.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.1	$386k	-2%	6.7k	57.58	View chart
Petroleo Brasileiro S A Sponsored Adr (PBR)	0.1	$383k	+2%	18k	20.75	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$378k	-21%	6.7k	56.58	View chart
Qualcomm (QCOM)	0.1	$367k	-23%	2.9k	128.76	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$365k	-18%	4.6k	79.06	View chart
Astrazeneca Ord (AZN)	0.1	$364k	NEW	1.8k	197.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$363k	+11%	844.00	430.29	View chart
Applied Materials (AMAT)	0.1	$355k	+2%	1.0k	341.79	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$355k	NEW	2.8k	128.25	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$354k	-12%	2.3k	155.08	View chart
Chevron Corporation (CVX)	0.1	$351k	-16%	1.7k	206.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$351k	-6%	503.00	697.72	View chart
Analog Devices (ADI)	0.1	$347k		1.1k	318.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$343k	-11%	1.7k	196.25	View chart
Biogen Idec (BIIB)	0.1	$336k	-19%	1.8k	183.33	View chart
United Parcel Svcs CL B (UPS)	0.1	$332k	-47%	3.4k	98.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$328k		2.6k	124.31	View chart
Eastman Chemical Company (EMN)	0.1	$327k	-2%	4.3k	76.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$318k	+21%	4.7k	67.53	View chart
Carpenter Technology Corporation (CRS)	0.1	$317k		803.00	394.15	View chart
Liberty Media Corp Del Com Lbty One S C (FWONK)	0.1	$315k	+19%	3.7k	85.02	View chart
United Rentals (URI)	0.1	$314k	+3%	431.00	728.56	View chart
Cardinal Health (CAH)	0.1	$313k	-51%	1.5k	211.31	View chart
Visa Com Cl A (V)	0.1	$313k	-11%	1.0k	302.24	View chart
Tempur-Pedic International (SGI)	0.1	$312k	+22%	4.2k	73.92	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$307k	NEW	4.6k	67.22	View chart
International Business Machines (IBM)	0.1	$306k	-14%	1.3k	242.39	View chart
Vanguard World Utilities Etf (VPU)	0.1	$299k	-5%	1.5k	198.18	View chart
Waste Management (WM)	0.1	$296k	-10%	1.3k	229.79	View chart
Pepsi (PEP)	0.1	$294k		1.9k	155.29	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$293k	-15%	6.4k	45.65	View chart
Coinbase Global Com Cl A (COIN)	0.1	$289k	+7%	1.7k	174.61	View chart
Ross Stores (ROST)	0.1	$288k		1.3k	216.63	View chart
Anthem (ELV)	0.1	$286k	+13%	978.00	292.67	View chart
Raytheon Technologies Corp (RTX)	0.1	$286k		1.5k	192.93	View chart
Cisco Systems (CSCO)	0.1	$284k	-20%	3.7k	77.58	View chart
Hecla Mining Company (HL)	0.1	$284k	+39%	15k	18.63	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$280k		4.0k	70.51	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$278k	NEW	5.2k	53.43	View chart
Oneok (OKE)	0.1	$276k	-13%	3.1k	90.39	View chart
Ishares Msci Gbl Etf New (PICK)	0.1	$274k	-2%	4.8k	56.59	View chart
Black Stone Minerals Com Unit (BSM)	0.1	$271k		18k	15.12	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$264k	NEW	2.0k	135.49	View chart
Flexshares Tr Us Quality Cap (QLC)	0.1	$264k		3.4k	78.16	View chart
Duke Energy Corp Com New (DUK)	0.1	$264k	-19%	2.0k	130.94	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$262k	+5%	5.1k	50.98	View chart
Comfort Systems USA (FIX)	0.1	$259k	NEW	188.00	1378.99	View chart
Starbucks Corporation (SBUX)	0.1	$259k	-35%	2.9k	89.59	View chart
Ball Corporation (BALL)	0.1	$258k	-19%	4.4k	59.11	View chart
Lumentum Hldgs (LITE)	0.1	$254k	NEW	362.00	702.76	View chart
Mastercard Incorporated Cl A (MA)	0.1	$249k	-35%	498.00	499.67	View chart
Morgan Stanley Com New (MS)	0.1	$249k	+3%	1.5k	164.54	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$240k		1.1k	215.06	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$240k	NEW	1.7k	138.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$239k	+30%	560.00	426.40	View chart
Ally Financial (ALLY)	0.1	$238k	-14%	6.1k	39.23	View chart
Main Street Capital Corporation (MAIN)	0.1	$237k		4.5k	52.95	View chart
Emcor (EME)	0.1	$236k	NEW	319.00	738.31	View chart
Southern Company (SO)	0.1	$233k	-24%	2.4k	96.51	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$220k		563.00	390.41	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$219k	-49%	2.2k	97.93	View chart
Texas Instruments Incorporated (TXN)	0.1	$218k	-5%	1.1k	194.11	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$214k		5.0k	42.54	View chart
Newmont Mining Corporation (NEM)	0.1	$213k	NEW	2.0k	108.25	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$210k		14k	14.77	View chart
Digital Realty Trust (DLR)	0.1	$210k	NEW	1.2k	180.21	View chart
Ubs Etracs Silver Sh (SLVO)	0.1	$209k	+2%	2.4k	88.86	View chart
Tat Technologies Ord New (TATT)	0.1	$208k		5.1k	40.63	View chart
Ge Vernova (GEV)	0.1	$208k	NEW	238.00	872.90	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$206k	NEW	5.4k	38.42	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$206k	NEW	2.2k	92.67	View chart
Hershey Company (HSY)	0.1	$204k	NEW	983.00	207.93	View chart
Kinross Gold Corp (KGC)	0.1	$203k	NEW	6.7k	30.52	View chart
CSX Corporation (CSX)	0.1	$201k	NEW	4.9k	41.05	View chart
Vistra Energy (VST)	0.1	$201k	-76%	1.3k	150.33	View chart
Ford Motor Company (F)	0.1	$193k	-25%	17k	11.54	View chart
Dakota Gold Corp (DC)	0.1	$159k		32k	5.05	View chart
Turkcell Iletisim Spon Adr New (TKC)	0.0	$87k		14k	6.03	View chart

Past Filings by Colonial River Investments

SEC 13F filings are viewable for Colonial River Investments going back to 2020

Colonial River Investments 2026 Q1 filed April 27, 2026
Colonial River Investments 2025 Q4 filed Feb. 4, 2026
Colonial River Investments 2025 Q3 filed Nov. 13, 2025
Colonial River Investments 2025 Q2 filed July 15, 2025
Colonial River Investments 2025 Q1 filed April 25, 2025
Colonial River Investments 2024 Q4 filed Feb. 4, 2025
Colonial River Investments 2024 Q3 filed Nov. 4, 2024
Colonial River Wealth Management 2024 Q2 filed July 22, 2024
Colonial River Wealth Management 2024 Q1 filed May 10, 2024
Colonial River Wealth Management 2023 Q4 filed Jan. 23, 2024
Colonial River Wealth Management 2023 Q3 filed Nov. 3, 2023
Colonial River Wealth Management 2023 Q2 filed Aug. 8, 2023
Colonial River Wealth Management 2023 Q1 filed May 5, 2023
Colonial River Wealth Management 2022 Q4 filed Feb. 10, 2023
Colonial River Wealth Management 2022 Q3 filed Nov. 14, 2022
Colonial River Wealth Management 2022 Q2 filed Aug. 15, 2022

View all past filings

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