RiverFront Investment Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), RiverFront Investment Group, LLC reported 346 stock positions worth $6.1 billion. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 4.7% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 4.1%) and Apple (AAPL, 3.8%). Compared with Q3 2025, it opened 44 new positions, sold out of 13, added to 199 and reduced 71. The biggest buy was Vaneck Semiconductor ETF (SMH, shares +250%) and the biggest sale an exit from iShares MSCI Germany ETF (EWG).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001469751
- Portfolio Value
- $6.1B (Q4 2025)
- SEC Filing
- 0001469751-26-000002 ↗ filed Feb 5, 2026
Holdings Value
Holdings 346 stocks · $6.1B
| IEFA iShares Core MSCI Eafe ETF | 4.66% | 3,155,022 | $282.2M | Add +17.8% |
| GSLC Goldman Activebeta US LC ETF | 4.09% | 1,873,038 | $247.9M | Add +1.4% |
| AAPL Apple Inc. | 3.75% | 837,401 | $227.7M | Add +5.1% |
| JEPI JPMorgan Equity Premium Inco | 3.59% | 3,804,642 | $217.8M | Add +24.0% |
| SPAB SS SPDR P Agg Bond ETF | 3.29% | 7,746,423 | $199.5M | Reduce -0.3% |
| SCHI Schwab 5-10 Year Corporate B | 3.19% | 8,429,126 | $193.6M | Add +0.1% |
| IYW iShares Ustechnology ETF | 3.02% | 918,400 | $183.4M | Add +2.3% |
| EFV iShares MSCI Eafe Value ETF | 3.02% | 2,561,235 | $182.9M | Add +3.7% |
| XLK SS Technology Select Sector | 2.97% | 1,250,548 | $180.0M | No change |
| BND Vanguard Total Bond Market | 2.90% | 2,376,713 | $176.0M | Reduce -0.3% |
| NVDA Nvidia Corp. | 2.89% | 939,933 | $175.3M | Reduce -9.8% |
| IVV iShares Core S&P 500 ETF | 2.38% | 210,451 | $144.1M | Add +0.5% |
| SMH Vaneck Semiconductor ETF | 2.37% | 399,345 | $143.8M | Add +249.6% |
| MSFT Microsoft Corp. | 2.35% | 294,973 | $142.7M | Add +4.4% |
| GOOG Alphabet Inc. Class C | 2.35% | 453,170 | $142.2M | Reduce -9.7% |
| IYG iShares U.S. Financial Servi | 2.20% | 1,449,021 | $133.7M | Add +0.7% |
| TLH iShares 10-20 Year Treasury | 2.19% | 1,304,901 | $132.7M | Add +0.6% |
| JAAA Janus Henderson Aaa Clo ETF | 2.17% | 2,605,154 | $131.8M | Add +0.1% |
| JPST JPMorgan Ultra-Short Income | 2.11% | 2,530,212 | $128.0M | Add +87.1% |
| QQQ Invesco QQQ Trust Series 1 | 2.10% | 207,243 | $127.3M | Add +4.2% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 2.01% | 485,141 | $121.9M | Add +0.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.88% | 1,961,662 | $114.0M | Reduce -25.4% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 1.87% | 1,409,592 | $113.2M | Add +4.2% |
| AMZN Amazon.com Inc. | 1.70% | 445,322 | $102.8M | Reduce -6.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.64% | 1,235,781 | $99.1M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 1.41% | 264,469 | $85.2M | Add +11.8% |
| XLV SS Health Care Select Sector | 1.32% | 517,598 | $80.1M | Add +0.6% |
| WMT Walmart Inc. | 1.31% | 710,816 | $79.2M | Add +4.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.19% | 1,368,310 | $72.4M | Add +212.1% |
| PAVE Global X US Infrastructure | 1.18% | 1,494,057 | $71.4M | Add +3.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.14% | 870,638 | $69.4M | Add +0.7% |
| IEMG iShares Core MSCI Emerging | 1.13% | 1,017,606 | $68.4M | Add +57.4% |
| XLI SS Industrial Select Sector | 1.12% | 438,567 | $68.0M | Add +0.0% |
| XLC SS Comm Select Sector SPDR | 1.04% | 535,606 | $63.1M | Add +0.8% |
| VGIT Vanguard Intermediate-Term T | 1.03% | 1,044,923 | $62.6M | Add +0.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.99% | 823,156 | $59.8M | Reduce -0.1% |
| XLY SS Consumer Disc Select Sect | 0.95% | 482,123 | $57.6M | Reduce -0.6% |
| VCIT Vanguard Int-Term Corporate | 0.90% | 655,062 | $54.9M | Add +0.2% |
| HIG Hartford Insurance Group Inc. | 0.86% | 380,553 | $52.4M | Add +2.7% |
| PYLD PIMCO Multisector Bond Actv | 0.81% | 1,850,133 | $49.4M | Add +0.6% |
| HDUS Hartford Discip Eqty ETF | 0.81% | 756,653 | $49.3M | Add +4.4% |
| EUFN iShares MSCI Europe Financia | 0.73% | 1,198,311 | $44.4M | Reduce -50.6% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.67% | 801,697 | $40.4M | Add +6.2% |
| BBCA JPMorgan Betabuilders Canada | 0.64% | 414,610 | $38.6M | Add +4.0% |
| MOTI Vaneck Mstar Int Moat ETF | 0.59% | 975,633 | $35.8M | Add +4.3% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.54% | 508,669 | $32.7M | Add +7.8% |
| LLY Eli Lilly & Co. | 0.52% | 29,105 | $31.3M | Add +23.2% |
| PLTR Palantir Technologies Inc. Class A | 0.51% | 174,065 | $30.9M | Add +9.7% |
| XLE SS Energy Select Sector | 0.48% | 653,940 | $29.2M | Add +0.1% |
| IHI iShares U.S. Medical Devices | 0.43% | 418,622 | $26.0M | Add +3.9% |
| UPS United Parcel Service Class B | 0.40% | 245,564 | $24.4M | Add +937.9% |
| BSCT Invesco Bulletshares 2029 CB | 0.40% | 1,284,447 | $24.2M | Add +8.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 47,437 | $23.8M | Add +3.4% |
| FLJP Franklin Ftse Japan ETF | 0.38% | 676,720 | $23.3M | Add +2.6% |
| TSLA Tesla Inc. | 0.37% | 49,952 | $22.5M | Reduce -16.9% |
| V Visa Inc. Class A | 0.36% | 61,813 | $21.7M | Add +48.1% |
| XLB SS Materials Select Sector | 0.35% | 462,498 | $21.0M | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.29% | 253,679 | $17.7M | Add +60.3% |
| XLP SS Consumer Staples Sel Sect | 0.28% | 220,801 | $17.2M | Reduce -0.1% |
| EOG EOG Resources Inc. | 0.27% | 156,332 | $16.4M | Reduce -5.3% |
| RFDA Alps Dynamic US Dividend Adv | 0.26% | 246,122 | $15.7M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.21% | 36,120 | $12.5M | Add +37.5% |
| WFC Wells Fargo & Co. | 0.19% | 121,907 | $11.4M | Add +9.7% |
| AFDM FRST TRST Act Fact Em ETF-US | 0.16% | 123,451 | $9.9M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.16% | 31,661 | $9.9M | Add +14.4% |
| QQQM Invesco Nasdaq 100 ETF | 0.16% | 38,461 | $9.7M | Reduce -1.0% |
| PG The Procter & Gamble Co. | 0.16% | 67,270 | $9.6M | Add +8.3% |
| HDEF Xtrackers MSCI Eafe High Div | 0.16% | 308,635 | $9.6M | Add +8.3% |
| XOM Exxon Mobil Corp. | 0.16% | 78,215 | $9.4M | Add +22.4% |
| CMF iShares California Muni Bond | 0.15% | 158,992 | $9.1M | Add +74.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 165,484 | $9.1M | Add +43.0% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.15% | 351,851 | $8.9M | Reduce -14.2% |
| ABBV Abbvie Inc. | 0.12% | 30,577 | $7.0M | Add +41.7% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 101,266 | $6.7M | Add +0.5% |
| JMUB JPMorgan Municipal ETF | 0.11% | 130,131 | $6.6M | Add +18.4% |
| VCLT Vanguard Long-Term Corp. Bond | 0.10% | 83,489 | $6.3M | Add +12.9% |
| ISRG Intuitive Surgical Inc. | 0.10% | 10,675 | $6.0M | Add +0.1% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.10% | 140,676 | $6.0M | Reduce -89.2% |
| MCD McDonald's Corp. | 0.10% | 19,359 | $5.9M | Add +10.1% |
| PM Philip Morris International | 0.09% | 33,668 | $5.4M | Add +4.7% |
| JPMB JPMorgan Usd Emerging Market | 0.09% | 128,484 | $5.2M | Add +14.9% |
| CAT Caterpillar Inc. | 0.08% | 8,915 | $5.1M | Add +21.1% |
| MPC Marathon Petroleum Corp. | 0.08% | 30,473 | $5.0M | Add +7.9% |
| HD Home Depot Inc. | 0.08% | 14,008 | $4.8M | Add +14.7% |
| HMOP Hartford Municipal Opp ETF | 0.08% | 119,642 | $4.7M | Add +21.0% |
| JNJ Johnson & Johnson | 0.08% | 22,441 | $4.6M | Add +16.9% |
| META Meta Platforms Inc. Class A | 0.07% | 6,716 | $4.4M | Add +28.5% |
| ORCL Oracle Corp. | 0.07% | 22,679 | $4.4M | Add +101.6% |
| CSCO Cisco Systems Inc. | 0.07% | 57,149 | $4.4M | Add +85.9% |
| CVX Chevron Corp. | 0.07% | 28,511 | $4.3M | Add +86.8% |
| IWF iShares Russell 1000 Growth | 0.06% | 8,277 | $3.9M | Reduce -0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 13,200 | $3.9M | Add +24.3% |
| ANGL Vaneck Fallen Angel High YLD | 0.06% | 132,582 | $3.9M | Add +10.8% |
| RFCI Alps Dynamic Core Income ETF | 0.06% | 166,813 | $3.8M | Reduce -0.3% |
| EMR Emerson Electric Co. | 0.06% | 28,055 | $3.7M | Add +3.5% |
| EDV Vanguard Extended Dur Treas | 0.06% | 55,817 | $3.6M | Add +2.5% |
| EFA iShares MSCI Eafe ETF | 0.06% | 35,587 | $3.4M | Reduce -4.4% |
| RTX RTX Corp. | 0.05% | 18,135 | $3.3M | Add +23.0% |
| ABT Abbott Laboratories | 0.05% | 25,764 | $3.2M | Reduce -13.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.05% | 59,062 | $3.2M | No change |
Portfolio Sells Q3 2025 → Q4 2025
| EWG iShares MSCI Germany ETF | Sold out | 0.00% | −0.94 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -89.2% | 0.10% | −0.89 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -25.4% | 1.88% | −0.78 |
| EUFN iShares MSCI Europe Financia | Reduce -50.6% | 0.73% | −0.73 |
| NVDA Nvidia Corp. | Reduce -9.8% | 2.89% | −0.53 |
| DXJ Wisdomtree Japan Hedged Eq | Sold out | 0.00% | −0.33 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -0.3% | 3.29% | −0.24 |
| BND Vanguard Total Bond Market | Reduce -0.3% | 2.90% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -6.9% | 1.70% | −0.18 |
| TSLA Tesla Inc. | Reduce -16.9% | 0.37% | −0.10 |
| XLY SS Consumer Disc Select Sect | Reduce -0.6% | 0.95% | −0.07 |
| SGOV iShares 0-3 Month Treasury B | Reduce -60.9% | 0.03% | −0.06 |
| EOG EOG Resources Inc. | Reduce -5.3% | 0.27% | −0.05 |
| XYLD Global X S&P 500 Cove Call E | Reduce -46.3% | 0.05% | −0.04 |
| MSTR Strategy Inc. | Reduce -65.8% | 0.01% | −0.04 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -14.2% | 0.15% | −0.04 |
| SYK Stryker Corp. | Reduce -35.4% | 0.05% | −0.04 |
| XLP SS Consumer Staples Sel Sect | Reduce -0.1% | 0.28% | −0.02 |
| XLB SS Materials Select Sector | Reduce -0.1% | 0.35% | −0.02 |
| ABT Abbott Laboratories | Reduce -13.6% | 0.05% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.02 |
| RFDA Alps Dynamic US Dividend Adv | Reduce -0.1% | 0.26% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -14.8% | 0.05% | −0.01 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | Reduce -11.8% | 0.04% | −0.01 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -1.0% | 0.16% | −0.01 |
| BA The Boeing Co. | Reduce -40.2% | 0.01% | −0.01 |
| PEP Pepsico Inc. | Reduce -37.7% | 0.01% | −0.01 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.01 |
| DOW Dow Inc. | Reduce -46.9% | 0.01% | −0.01 |
| APP AppLovin Corp. Class A | Reduce -29.0% | 0.01% | −0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -4.4% | 0.06% | −0.00 |
| XCCC Bondbloxx-CCC-Usd HY Corp. BD | Reduce -29.2% | 0.01% | −0.00 |
| RFCI Alps Dynamic Core Income ETF | Reduce -0.3% | 0.06% | −0.00 |
| BX Blackstone Inc. | Reduce -1.7% | 0.02% | −0.00 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Reduce -9.1% | 0.03% | −0.00 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.00 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.6% | 0.06% | −0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Sold out | 0.00% | −0.00 |
| ERIE Erie Indemnity Company Class A | Sold out | 0.00% | −0.00 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -6.0% | 0.04% | −0.00 |
| RMD Resmed Inc. | Sold out | 0.00% | −0.00 |
| LIN Linde PLC | Sold out | 0.00% | −0.00 |
| SW Smurfit Westrock PLC | Sold out | 0.00% | −0.00 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.00 |
| HBAN Huntington Bancshares Inc. | Reduce -25.9% | 0.01% | −0.00 |
| EWC iShares MSCI Canada ETF | Reduce -40.0% | 0.01% | −0.00 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -0.1% | 0.99% | −0.00 |
| RIGS Alps Strategic Income Fund | Reduce -0.1% | 0.04% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| SMH Vaneck Semiconductor ETF | Add +249.6% | 2.37% | +1.71 |
| JPST JPMorgan Ultra-Short Income | Add +87.1% | 2.11% | +0.91 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +212.1% | 1.19% | +0.79 |
| IEFA iShares Core MSCI Eafe ETF | Add +17.8% | 4.66% | +0.55 |
| JEPI JPMorgan Equity Premium Inco | Add +24.0% | 3.59% | +0.52 |
| IEMG iShares Core MSCI Emerging | Add +57.4% | 1.13% | +0.38 |
| UPS United Parcel Service Class B | Add +937.9% | 0.40% | +0.37 |
| LLY Eli Lilly & Co. | Add +23.2% | 0.52% | +0.20 |
| AAPL Apple Inc. | Add +5.1% | 3.75% | +0.18 |
| KO The Coca-Cola Co. | Add +60.3% | 0.29% | +0.11 |
| V Visa Inc. Class A | Add +48.1% | 0.36% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +11.8% | 1.41% | +0.10 |
| WMT Walmart Inc. | Add +4.9% | 1.31% | +0.08 |
| JIVE JPM Interntl Value ETF | Add +4.2% | 1.87% | +0.07 |
| EFV iShares MSCI Eafe Value ETF | Add +3.7% | 3.02% | +0.07 |
| XLV SS Health Care Select Sector | Add +0.6% | 1.32% | +0.06 |
| CMF iShares California Muni Bond | Add +74.8% | 0.15% | +0.06 |
| AVGO Broadcom Inc. | Add +37.5% | 0.21% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +14.4% | 0.16% | +0.05 |
| BAC Bank of America Corp. | Add +43.0% | 0.15% | +0.05 |
| CSCO Cisco Systems Inc. | Add +85.9% | 0.07% | +0.04 |
| GE General Electric | Add +267.0% | 0.05% | +0.03 |
| CVX Chevron Corp. | Add +86.8% | 0.07% | +0.03 |
| XOM Exxon Mobil Corp. | Add +22.4% | 0.16% | +0.03 |
| BBCA JPMorgan Betabuilders Canada | Add +4.0% | 0.64% | +0.03 |
| ABBV Abbvie Inc. | Add +41.7% | 0.12% | +0.03 |
| WFC Wells Fargo & Co. | Add +9.7% | 0.19% | +0.02 |
| CAT Caterpillar Inc. | Add +21.1% | 0.08% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +234.1% | 0.03% | +0.02 |
| INTC Intel Corp. | Add +365.8% | 0.02% | +0.02 |
| HON Honeywell International Inc. | Add +89.0% | 0.04% | +0.02 |
| ORCL Oracle Corp. | Add +101.6% | 0.07% | +0.02 |
| CVNA Carvana Co. | New | 0.02% | +0.02 |
| CPRT Copart Inc. | New | 0.02% | +0.02 |
| MCK McKesson Corp. | Add +315.1% | 0.02% | +0.02 |
| GEV GE Vernova Inc. | Add +239.2% | 0.02% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +0.1% | 0.10% | +0.02 |
| HYGW iShares HY Corp. BD Buywr ETF | Add +96.2% | 0.03% | +0.02 |
| JNJ Johnson & Johnson | Add +16.9% | 0.08% | +0.01 |
| DELL Dell Technologies -C | New | 0.01% | +0.01 |
| CI The Cigna Group | New | 0.01% | +0.01 |
| IBM Intl Business Machines Corp. | Add +24.3% | 0.06% | +0.01 |
| CB Chubb Ltd. | Add +197.2% | 0.02% | +0.01 |
| RTX RTX Corp. | Add +23.0% | 0.05% | +0.01 |
| RSG Republic Services Inc. | New | 0.01% | +0.01 |
| NEE Nextera Energy Inc. | Add +91.4% | 0.02% | +0.01 |
| HSY The Hershey Co. | Add +79.4% | 0.03% | +0.01 |
| JMUB JPMorgan Municipal ETF | Add +18.4% | 0.11% | +0.01 |
| MU Micron Technology Inc. | New | 0.01% | +0.01 |
| HDEF Xtrackers MSCI Eafe High Div | Add +8.3% | 0.16% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 427 | $7.6B | IEFA, SMH, GSLC, IYW, AAPL |
| Q1 2026 | 384 | $6.5B | IEFA, GSLC, JEPI, AAPL, EFV |
| Q4 2025 | 346 | $6.1B | IEFA, GSLC, AAPL, JEPI, SPAB |
| Q3 2025 | 314 | $5.7B | GSLC, IEFA, AAPL, SPAB, NVDA |
| Q2 2025 | 315 | $5.1B | IEFA, GSLC, SPAB, SCHI, BND |
| Q1 2025 | 288 | $4.5B | IVV, SPAB, GSLC, SCHI, BND |
| Q4 2024 | 253 | $4.4B | IVV, GSLC, SPAB, SCHI, BND |
| Q3 2024 | 214 | $4.2B | IVV, SPAB, IEFA, SCHI, GSLC |
| Q2 2024Amended | 172 | $3.7B | IVV, IEFA, SPAB, SCHI, JEPI |
| Q1 2024Amended | 131 | $3.5B | IVV, GSLC, IEFA, SPAB, SCHI |