account_balance
Investment manager · 13F filer · SEC CIK 1469751
RiverFront Investment Group, LLC
Reported value$8.06Bas of Sep 30, 2026
Positions434 41 new, 34 sold out
Top 10 weight33.1%IEFA alone is 5%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IEFAiShares Tr Core MSCI
4.7%Added +3%
AAPLApple Inc.
4.0%Added +9%
GSLCGoldman Sachs ETF Tr
3.6%Added +5%
JIVEJ P Morgan Exchange T
3.2%Added +13%
EFViShares Tr EAFE Value
3.2%Added +11%
XLKSelect Sector SPDR Tr
3.1%
IYWiShares Tr U.S. Tech
3.1%Trimmed −10%
NVDANVIDIA Corp
3.0%Trimmed −5%
JEPIJ P Morgan Exchange T
2.8%Added +14%
MSFTMicrosoft Corp
2.4%+5%
QQQInvesco QQQ Tr Unit S
2.4%+10%
SPABSPDR Series Trust Por
2.4%
IEFAiShares Tr Core MSCI
4.7%+3%
AAPLApple Inc.
4.0%
GSLCGoldman Sachs ETF Tr
3.6%
JIVEJ P Morgan Exchange T
3.2%+13%
EFViShares Tr EAFE Value
3.2%+11%
XLKSelect Sector SPDR Tr
3.1%
IYWiShares Tr U.S. Tech
3.1%
NVDANVIDIA Corp
3.0%
JEPIJ P Morgan Exchange T
2.8%
MSFTMicrosoft Corp
2.4%
QQQInvesco QQQ Tr Unit S
2.4%
SPABSPDR Series Trust Por
2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IEFA iShares Tr Core MSCI 4.7% Added +3%
AAPL Apple Inc. 4.0% Added +9%GSLC Goldman Sachs ETF Tr 3.6% Added +5%
JIVE J P Morgan Exchange T 3.2% Added +13%
EFV iShares Tr EAFE Value 3.2% Added +11%
XLK Select Sector SPDR Tr 3.1% Held
IYW iShares Tr U.S. Tech 3.1% Trimmed −10%
NVDA NVIDIA Corp 3.0% Trimmed −5%JEPI J P Morgan Exchange T 2.8% Added +14%
MSFT Microsoft Corp 2.4% Added +5%QQQ Invesco QQQ Tr Unit S 2.4% Added +10%
SPAB SPDR Series Trust Por 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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