account_balance

Investment manager · 13F filer · SEC CIK 1619779

RiverGlades Family Offices LLC

Reported value$216Mas of Sep 30, 2026
Positions105 2 new, 5 sold out
Top 10 weight53.2%IVV alone is 18%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
IVV iShares Tr 17.7% Held
VEA Vanguard Tax-Managed FDS 7.3% Held
IJH iShares Tr 5.9% Held
VWO Vanguard Intl Equity Index F 4.2% Held
XLK Select Sector SPDR Tr 3.6% Trimmed −7%
IAU iShares Gold Trust 3.4% Held
FLRN SPDR Series Trust 3.3% Held
IEFA iShares Tr 3.0% Held
SPSB SPDR Series Trust 2.6% Added +8%
AGG iShares Tr 2.3% Held
VB Vanguard Index FDS 2.3% Held
VTEB Vanguard Mun Bd FDS 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 10, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • SHM −53%
  • JVAL −43%
  • IWD −18%
  • IWF −14%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist