RiverGlades Family Offices
Latest statistics and disclosures from RiverGlades Family Offices's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VEA, IJH, VWO, IAU, and represent 43.68% of RiverGlades Family Offices's stock portfolio.
- Added to shares of these 10 stocks: SPSB, VEA, FLRN, TSLA, FIX, BLD, ANET, FI, PLTR, DVY.
- Started 7 new stock positions in FIX, DVY, BLD, ANET, PLTR, TSLA, FI.
- Reduced shares in these 10 stocks: VTEB, IVV, IBM, RTX, XLK, XLV, IAU, AAPL, MDLZ, XLF.
- Sold out of its positions in IBM, RR.
- RiverGlades Family Offices was a net buyer of stock by $1.3M.
- RiverGlades Family Offices has $164M in assets under management (AUM), dropping by 7.38%.
- Central Index Key (CIK): 0001619779
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Portfolio Holdings for RiverGlades Family Offices
RiverGlades Family Offices holds 91 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 20.8 | $34M | 51k | 669.30 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.5 | $12M | +4% | 205k | 59.92 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 6.8 | $11M | 170k | 65.26 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.7 | $7.7M | 142k | 54.18 |
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| Ishares Gold Tr Ishares New (IAU) | 3.9 | $6.4M | 89k | 72.77 |
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| Spdr Series Trust Bloomberg Invt (FLRN) | 3.9 | $6.4M | +5% | 208k | 30.86 |
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| Select Sector Spdr Tr Technology (XLK) | 3.9 | $6.4M | -2% | 23k | 281.86 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.8 | $4.6M | 18k | 254.28 |
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| Spdr Series Trust Portfolio Short (SPSB) | 2.7 | $4.5M | +18% | 148k | 30.29 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.6 | $4.3M | 43k | 100.25 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.9 | $3.1M | +3% | 63k | 49.46 |
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| Barclays Bank Djubs Cmdt Etn36 (DJP) | 1.7 | $2.8M | 78k | 35.44 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.7 | $2.7M | -25% | 55k | 50.07 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 1.6 | $2.5M | 26k | 97.08 |
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| Select Sector Spdr Tr Financial (XLF) | 1.5 | $2.4M | -2% | 44k | 53.87 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $2.3M | 20k | 118.83 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.4 | $2.3M | -2% | 9.5k | 239.64 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.4 | $2.3M | -3% | 16k | 139.17 |
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| Select Sector Spdr Tr Indl (XLI) | 1.4 | $2.2M | -2% | 15k | 154.23 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.3 | $2.1M | 23k | 93.37 |
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| Apple (AAPL) | 1.2 | $2.0M | -3% | 7.8k | 254.63 |
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| Select Sector Spdr Tr Communication (XLC) | 1.1 | $1.7M | -2% | 15k | 118.37 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $1.7M | 2.6k | 666.09 |
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| Spdr Series Trust Nuveen Ice Short (SHM) | 1.0 | $1.6M | 33k | 48.22 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.8 | $1.4M | 17k | 79.80 |
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| Marathon Petroleum Corp (MPC) | 0.8 | $1.3M | 6.5k | 192.74 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.2M | 2.3k | 517.95 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.7 | $1.1M | 14k | 78.37 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $1.1M | +3% | 13k | 81.19 |
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| Meta Platforms Cl A (META) | 0.6 | $977k | 1.3k | 734.38 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $897k | 17k | 53.40 |
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| Palo Alto Networks (PANW) | 0.5 | $855k | 4.2k | 203.62 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.5 | $847k | 9.6k | 87.84 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $823k | -2% | 3.4k | 243.10 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $822k | 2.5k | 328.17 |
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| Amazon (AMZN) | 0.5 | $799k | 3.6k | 219.57 |
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| Hubbell (HUBB) | 0.5 | $796k | 1.9k | 430.31 |
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| Enterprise Products Partners (EPD) | 0.5 | $774k | 25k | 31.27 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $756k | 9.9k | 76.40 |
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| Ishares Silver Tr Ishares (SLV) | 0.4 | $693k | 16k | 42.37 |
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| Applied Materials (AMAT) | 0.4 | $635k | 3.1k | 204.74 |
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| Arthur J. Gallagher & Co. (AJG) | 0.4 | $623k | +3% | 2.0k | 309.79 |
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| UnitedHealth (UNH) | 0.4 | $622k | 1.8k | 345.30 |
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| Select Sector Spdr Tr Energy (XLE) | 0.4 | $614k | -2% | 6.9k | 89.34 |
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| CBOE Holdings (CBOE) | 0.4 | $613k | 2.5k | 245.25 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $579k | 6.9k | 84.11 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $569k | -26% | 3.4k | 167.33 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $561k | 5.0k | 112.75 |
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| Kla Corp Com New (KLAC) | 0.3 | $561k | 520.00 | 1078.60 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $548k | 2.3k | 243.55 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.3 | $518k | 5.8k | 89.62 |
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| Agnico (AEM) | 0.3 | $506k | 3.0k | 168.56 |
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| Oneok (OKE) | 0.3 | $504k | 6.9k | 72.97 |
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| Schlumberger Com Stk (SLB) | 0.3 | $481k | 14k | 34.37 |
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| Bank of America Corporation (BAC) | 0.3 | $480k | 9.3k | 51.59 |
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| Visa Com Cl A (V) | 0.3 | $447k | -3% | 1.3k | 341.38 |
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| Servicenow (NOW) | 0.3 | $437k | 475.00 | 920.28 |
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| Alamos Gold Com Cl A (AGI) | 0.3 | $436k | 13k | 34.86 |
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| Broadcom (AVGO) | 0.3 | $432k | 1.3k | 329.91 |
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| Lpl Financial Holdings (LPLA) | 0.2 | $399k | +9% | 1.2k | 332.69 |
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| Philip Morris International (PM) | 0.2 | $399k | 2.5k | 162.20 |
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| Becton, Dickinson and (BDX) | 0.2 | $374k | 2.0k | 187.17 |
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| salesforce (CRM) | 0.2 | $361k | 1.5k | 237.00 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $359k | 2.8k | 128.24 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $358k | 1.2k | 297.91 |
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| SYSCO Corporation (SYY) | 0.2 | $354k | 4.3k | 82.34 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $352k | -3% | 3.8k | 91.42 |
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| General Dynamics Corporation (GD) | 0.2 | $341k | 1.0k | 341.00 |
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| Aon Shs Cl A (AON) | 0.2 | $321k | 900.00 | 356.58 |
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| Eaton Corp SHS (ETN) | 0.2 | $318k | 849.00 | 374.25 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $306k | 18k | 17.16 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $299k | 3.4k | 87.21 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $294k | -17% | 4.7k | 62.47 |
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| Valaris Cl A (VAL) | 0.2 | $293k | 6.0k | 48.77 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $289k | 575.00 | 502.74 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $286k | 5.3k | 54.09 |
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| Frontdoor (FTDR) | 0.2 | $269k | 4.0k | 67.29 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $267k | 3.4k | 78.91 |
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| Tesla Motors (TSLA) | 0.2 | $256k | NEW | 575.00 | 444.72 |
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| Comfort Systems USA (FIX) | 0.2 | $248k | NEW | 300.00 | 825.18 |
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| Workday Cl A (WDAY) | 0.1 | $241k | 1.0k | 240.73 |
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| Nutrien (NTR) | 0.1 | $235k | 4.0k | 58.71 |
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| Topbuild (BLD) | 0.1 | $235k | NEW | 600.00 | 390.86 |
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| Arista Networks Com Shs (ANET) | 0.1 | $233k | NEW | 1.6k | 145.71 |
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| Fiserv (FI) | 0.1 | $219k | NEW | 1.7k | 128.93 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $219k | NEW | 1.2k | 182.42 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $217k | 1.9k | 111.47 |
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| Cme (CME) | 0.1 | $216k | 800.00 | 270.19 |
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| Corteva (CTVA) | 0.1 | $203k | 3.0k | 67.63 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $200k | NEW | 1.4k | 142.10 |
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| Ondas Hldgs Com New (ONDS) | 0.1 | $119k | +54% | 15k | 7.72 |
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Past Filings by RiverGlades Family Offices
SEC 13F filings are viewable for RiverGlades Family Offices going back to 2017
- RiverGlades Family Offices 2025 Q3 filed Nov. 12, 2025
- RiverGlades Family Offices 2025 Q2 filed Aug. 5, 2025
- RiverGlades Family Offices 2025 Q1 filed May 9, 2025
- RiverGlades Family Offices 2024 Q4 filed Feb. 13, 2025
- RiverGlades Family Offices 2024 Q3 filed Nov. 13, 2024
- RiverGlades Family Offices 2024 Q2 filed Aug. 13, 2024
- RiverGlades Family Offices 2024 Q1 filed May 10, 2024
- RiverGlades Family Offices 2023 Q3 filed Nov. 14, 2023
- RiverGlades Family Offices 2023 Q2 filed Aug. 11, 2023
- RiverGlades Family Offices 2023 Q1 filed May 12, 2023
- RiverGlades Family Offices 2022 Q4 filed Feb. 9, 2023
- RiverGlades Family Offices 2022 Q2 filed Aug. 12, 2022
- RiverGlades Family Offices 2022 Q1 filed May 11, 2022
- RiverGlades Family Offices 2021 Q4 filed Feb. 9, 2022
- RiverGlades Family Offices 2021 Q3 filed Nov. 15, 2021
- RiverGlades Family Offices 2021 Q2 filed Aug. 12, 2021