Top 50 RiverGlades Family Offices LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 17.26% | 50.2K | $37.6M | -1.81%(-924) | $123.58(+530.30%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.14% | 218.5K | $15.6M | +0.87%(+1.89K) | $46.20(+60.20%) | 2026-06-30 | |
| IJH | ISHARES TR | 6.26% | 177.0K | $13.6M | +1.62%(+2.81K) | $38.74(+102.78%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.11% | 150.0K | $9.0M | +1.01%(+1.50K) | $48.90(+23.50%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.75% | 42.9K | $8.2M | -1.44%(-625) | $39.54(+382.42%) | 2026-06-30 | |
| FLRN | SPDR SERIES TRUST | 3.21% | 226.6K | $7.0M | +5.62%(+12.05K) | $30.75(+0.15%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 3.2% | 92.3K | $7.0M | +4.86%(+4.28K) | $33.80(+145.52%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.95% | 66.7K | $6.4M | new | $92.14(+9.97%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 2.43% | 17.5K | $5.3M | -4.43%(-810) | $154.37(+99.82%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.39% | 52.6K | $5.2M | +1.73%(+894) | $101.96(-4.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.40% | +49.71% | +8.19% | +48.23% |
| Top 20 Holdings Unweighted | +11.09% | +37.10% | +6.03% | +33.99% |
RiverGlades Family Offices LLC reports $217.97M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are IVV (17.3%), VEA (7.1%) and IJH (6.3%). The top 20 holdings account for 68.16% of reported assets. Its disclosed equity book has returned +49.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from RiverGlades Family Offices LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1619779). View RiverGlades Family Offices LLCโs 13F filings on SEC