RiverGlades Family Offices LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), RiverGlades Family Offices LLC reported 81 stock positions worth $140.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 21.6% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 7.4%) and Vanguard Ftse Developed ETF (VEA, 6.2%). Compared with Q3 2024, it opened 4 new positions, sold out of 5, added to 30 and reduced 9. The biggest buy was Vanguard Tax-Exempt Bond ETF (VTEB, shares +56%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −16%).

Most Recent 13F
Q2 2026
Location
NAPLES, FL
CIK
0001619779
Portfolio Value
$140.1M (Q4 2024)
SEC Filing
0001619779-25-000001 ↗ filed Feb 13, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $125.5M Q1 2024 Q2 2024: $128.6M Q2 2024 Q3 2024: $139.7M Q3 2024 Q4 2024: $140.1M $140.1M Q4 2024 Q1 2025: $139.0M Q1 2025 Q2 2025: $152.5M Q2 2025 Q3 2025: $163.7M Q3 2025 Q1 2026: $170.1M Q1 2026 Q2 2026: $218.0M Q2 2026

Holdings 81 stocks · $140.1M
IVV iShares Core S&P 500 ETF 21.59% 51,381 $30.2M Reduce -0.1%
IJH iShares Core S&P Midcap ETF 7.39% 166,186 $10.4M Add +0.6%
VEA Vanguard Ftse Developed ETF 6.21% 181,797 $8.7M Add +0.9%
VWO Vanguard Ftse Emerging Marke 4.20% 133,657 $5.9M Add +0.3%
XLK SS Technology Select Sector 3.84% 23,132 $5.4M Add +2.4%
FLRN SS SPDR BB Ig Float RT ETF 3.64% 165,831 $5.1M Add +9.6%
IAU iShares Gold Trust 3.23% 91,342 $4.5M Add +0.5%
VB Vanguard Most SM-Cap ETF-Usd 3.02% 17,597 $4.2M No change
AGG iShares Core U.S. Aggregate 2.88% 41,601 $4.0M Reduce -16.3%
VTEB Vanguard Tax-Exempt Bond ETF 2.60% 72,697 $3.6M Add +55.5%
SPSB SS SPDR P St C Corp. ETF 2.04% 95,898 $2.9M Add +21.4%
BNDX Vanguard Total Intl Bond ETF 1.89% 53,840 $2.6M No change
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 1.76% 76,995 $2.5M Add +1.2%
XLV SS Health Care Select Sector 1.70% 17,316 $2.4M Add +4.4%
SHM SS SPDR N Ice St Muni ETF 1.67% 49,357 $2.3M Add +5.9%
IYR iShares US Real Estate ETF 1.67% 25,133 $2.3M No change
XLF SS Financial Select Sector 1.57% 45,592 $2.2M Add +0.6%
IJR iShares Core S&P Small-Cap E 1.57% 19,102 $2.2M Add +4.1%
XLY SS Consumer Disc Select Sect 1.53% 9,548 $2.1M Add +3.7%
AAPL Apple Inc. 1.41% 7,871 $2.0M No change
XLI SS Industrial Select Sector 1.40% 14,837 $2.0M Add +3.5%
EFA iShares MSCI Eafe ETF 1.30% 24,106 $1.8M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.08% 2,590 $1.5M Add +0.0%
XLC SS Comm Select Sector SPDR 1.02% 14,824 $1.4M Add +1.3%
VGK Vanguard Ftse Europe ETF 0.79% 17,437 $1.1M Reduce -1.4%
XLP SS Consumer Staples Sel Sect 0.76% 13,605 $1.1M Add +5.5%
MSFT Microsoft Corp. 0.69% 2,300 $969K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.66% 11,824 $930K No change
MPC Marathon Petroleum Corp. 0.65% 6,500 $907K Reduce -3.0%
PANW Palo Alto Networks Inc. 0.58% 4,500 $819K Reduce -31.8%
UNH Unitedhealth Group Inc. 0.58% 1,600 $809K No change
VTI VG Morningstar TS MKT ETF-US 0.56% 2,713 $786K Add +22.6%
EEM iShares MSCI Emerging Market 0.56% 18,662 $780K No change
HUBB Hubbell Inc. 0.55% 1,850 $775K No change
GOOGL Alphabet Inc. Class A 0.55% 4,085 $773K Reduce -0.4%
AMZN Amazon.com Inc. 0.52% 3,348 $735K Add +0.8%
EPD Enterprise Products Partners 0.51% 22,723 $713K No change
OKE Oneok Inc. 0.49% 6,900 $693K No change
VPL Vanguard Ftse Pacific ETF 0.49% 9,670 $687K Reduce -1.8%
META Meta Platforms Inc. Class A 0.47% 1,130 $662K No change
XLE SS Energy Select Sector 0.41% 6,783 $581K Add +1.1%
XOM Exxon Mobil Corp. 0.38% 4,975 $535K No change
RTX RTX Corp. 0.38% 4,600 $532K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.38% 1,863 $529K Add +5.1%
CRM Salesforce Inc. 0.36% 1,525 $510K No change
NOW ServiceNow Inc. 0.36% 475 $504K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.35% 11,300 $497K No change
CBOE Cboe Global Markets Inc. 0.35% 2,500 $489K Add +8.7%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.33% 12,000 $460K No change
XLB SS Materials Select Sector 0.33% 5,419 $456K Add +8.3%
AMAT Applied Materials Inc. 0.31% 2,700 $439K No change
GOOG Alphabet Inc. Class C 0.31% 2,290 $436K No change
SLV iShares Silver Trust 0.31% 16,350 $430K Add +13.4%
CHH Choice Hotels Intl Inc. 0.30% 3,000 $426K No change
GDX Vaneck Gold Miners ETF 0.29% 11,965 $406K Add +6.2%
CME Cme Group Inc. 0.28% 1,700 $395K No change
LPLA LPL Financial Holdings Inc. 0.26% 1,100 $359K No change
ET Energy Transfer LP 0.25% 17,850 $350K No change
VNQ Vanguard Real Estate ETF 0.25% 3,856 $343K Add +9.7%
MDLZ Mondelez International Inc. Class A 0.24% 5,700 $340K No change
STZ Constellation Brands Inc. Class A 0.24% 1,525 $337K Add +1.7%
AON Aon PLC Class A 0.23% 900 $323K No change
KLAC KLA Corp. 0.22% 495 $312K New
AVGO Broadcom Inc. 0.22% 1,310 $304K No change
PM Philip Morris International 0.21% 2,460 $296K No change
ETN Eaton Corp. PLC 0.20% 849 $282K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.20% 5,325 $274K Add +29.9%
NVS Novartis AG-Sponsored ADR 0.19% 2,800 $272K No change
GD General Dynamics Corp. 0.19% 1,000 $263K No change
BSV Vanguard Short-Term Bond ETF 0.19% 3,380 $261K No change
BRK.B Berkshire Hathaway Inc. Class B 0.19% 575 $261K No change
VEEV Veeva Systems Inc. Class A 0.18% 1,200 $252K Reduce -12.7%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.18% 3,290 $249K Add +6.8%
VCIT Vanguard Int-Term Corporate 0.18% 3,084 $248K No change
AEM Agnico Eagle Mines Ltd. 0.17% 3,000 $235K No change
AGI Alamos Gold Inc. Class A 0.16% 12,500 $231K No change
VAL Valaris Ltd. 0.16% 5,200 $230K New
FTDR Frontdoor Inc. 0.16% 4,000 $219K New
DVY iShares Select Dividend ETF 0.15% 1,650 $217K No change
TSLA Tesla Inc. 0.15% 530 $214K New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.15% 1,986 $212K Reduce -14.6%

Portfolio Sells Q3 2024 → Q4 2024
AGG iShares Core U.S. Aggregate Reduce -16.3% 2.88% −0.73
CVS CVS Health Corp. Sold out 0.00% −0.28
PANW Palo Alto Networks Inc. Reduce -31.8% 0.58% −0.22
BTU Peabody Energy Corp. Sold out 0.00% −0.18
SYY Sysco Corp. Sold out 0.00% −0.17
SDY SS SPDR S&P Dividend ETF Sold out 0.00% −0.15
MPC Marathon Petroleum Corp. Reduce -3.0% 0.65% −0.13
VGK Vanguard Ftse Europe ETF Reduce -1.4% 0.79% −0.11
CRGY Crescent Energy Inc. Class A Sold out 0.00% −0.08
VPL Vanguard Ftse Pacific ETF Reduce -1.8% 0.49% −0.06
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -14.6% 0.15% −0.04
VEEV Veeva Systems Inc. Class A Reduce -12.7% 0.18% −0.03
GOOGL Alphabet Inc. Class A Reduce -0.4% 0.55% +0.07
IVV iShares Core S&P 500 ETF Reduce -0.1% 21.59% +0.36

Portfolio Buys Q3 2024 → Q4 2024
VTEB Vanguard Tax-Exempt Bond ETF Add +55.5% 2.60% +0.89
SPSB SS SPDR P St C Corp. ETF Add +21.4% 2.04% +0.33
FLRN SS SPDR BB Ig Float RT ETF Add +9.6% 3.64% +0.30
KLAC KLA Corp. New 0.22% +0.22
XLY SS Consumer Disc Select Sect Add +3.7% 1.53% +0.21
XLK SS Technology Select Sector Add +2.4% 3.84% +0.19
VAL Valaris Ltd. New 0.16% +0.16
FTDR Frontdoor Inc. New 0.16% +0.16
TSLA Tesla Inc. New 0.15% +0.15
VTI VG Morningstar TS MKT ETF-US Add +22.6% 0.56% +0.11
XLF SS Financial Select Sector Add +0.6% 1.57% +0.10
AMZN Amazon.com Inc. Add +0.8% 0.52% +0.08
XLC SS Comm Select Sector SPDR Add +1.3% 1.02% +0.08
SHM SS SPDR N Ice St Muni ETF Add +5.9% 1.67% +0.06
IGIB iShares 5-10Y Inv Grade Corp. Add +29.9% 0.20% +0.04
IJR iShares Core S&P Small-Cap E Add +4.1% 1.57% +0.04
AJG Arthur J Gallagher & Co. Add +5.1% 0.38% +0.02
IJH iShares Core S&P Midcap ETF Add +0.6% 7.39% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +0.0% 1.08% +0.02
SLV iShares Silver Trust Add +13.4% 0.31% +0.01
CBOE Cboe Global Markets Inc. Add +8.7% 0.35% +0.01
DJP Ipath Bloomberg Commodity Inc. Add +1.2% 1.76% +0.01
XLI SS Industrial Select Sector Add +3.5% 1.40% +0.01
VNQ Vanguard Real Estate ETF Add +9.7% 0.25% 0.00
XLU St Sr Utl SL SE SPDR ETF-Usd Add +6.8% 0.18% −0.00
XLP SS Consumer Staples Sel Sect Add +5.5% 0.76% −0.00
IAU iShares Gold Trust Add +0.5% 3.23% −0.00
XLE SS Energy Select Sector Add +1.1% 0.41% −0.01
XLB SS Materials Select Sector Add +8.3% 0.33% −0.02
GDX Vaneck Gold Miners ETF Add +6.2% 0.29% −0.03
STZ Constellation Brands Inc. Class A Add +1.7% 0.24% −0.04
XLV SS Health Care Select Sector Add +4.4% 1.70% −0.13
VWO Vanguard Ftse Emerging Marke Add +0.3% 4.20% −0.36
VEA Vanguard Ftse Developed ETF Add +0.9% 6.21% −0.61

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 108$218.0MIVV, VEA, IJH, VWO, XLK
Q1 2026 87$170.1MIVV, VEA, IJH, VWO, IAU
Q3 2025 91$163.7MIVV, VEA, IJH, VWO, IAU
Q2 2025 86$152.5MIVV, VEA, IJH, VWO, FLRN
Q1 2025 82$139.0MIVV, IJH, VEA, VWO, FLRN
Q4 2024 81$140.1MIVV, IJH, VEA, VWO, XLK
Q3 2024 82$139.7MIVV, IJH, VEA, VWO, XLK
Q2 2024 80$128.6MIVV, IJH, VEA, VWO, XLK
Q1 2024 78$125.5MIVV, IJH, VEA, VWO, AGG