RiverGlades Family Offices LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), RiverGlades Family Offices LLC reported 82 stock positions worth $139.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 20.8% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 7.0%) and Vanguard Ftse Developed ETF (VEA, 6.8%). Compared with Q4 2024, it opened 4 new positions, sold out of 3, added to 19 and reduced 24. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +2%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −0%).

Most Recent 13F
Q2 2026
Location
NAPLES, FL
CIK
0001619779
Portfolio Value
$139.0M (Q1 2025)
SEC Filing
0001619779-25-000002 ↗ filed May 9, 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 Q4 2024 Q1 2025: $139.0M $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 82 stocks · $139.0M
IVV iShares Core S&P 500 ETF 20.76% 51,341 $28.8M Reduce -0.1%
IJH iShares Core S&P Midcap ETF 6.99% 166,612 $9.7M Add +0.3%
VEA Vanguard Ftse Developed ETF 6.75% 184,596 $9.4M Add +1.5%
VWO Vanguard Ftse Emerging Marke 4.34% 133,402 $6.0M Reduce -0.2%
FLRN SS SPDR BB Ig Float RT ETF 4.02% 181,185 $5.6M Add +9.3%
IAU iShares Gold Trust 3.87% 91,287 $5.4M Reduce -0.1%
XLK SS Technology Select Sector 3.46% 23,309 $4.8M Add +0.8%
AGG iShares Core U.S. Aggregate 2.96% 41,524 $4.1M Reduce -0.2%
VB Vanguard Most SM-Cap ETF-Usd 2.79% 17,492 $3.9M Reduce -0.6%
VTEB Vanguard Tax-Exempt Bond ETF 2.55% 71,453 $3.5M Reduce -1.7%
SPSB SS SPDR P St C Corp. ETF 2.02% 93,302 $2.8M Reduce -2.7%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 1.91% 75,195 $2.7M Reduce -2.3%
BNDX Vanguard Total Intl Bond ETF 1.90% 54,015 $2.6M Add +0.3%
XLV SS Health Care Select Sector 1.77% 16,816 $2.5M Reduce -2.9%
IYR iShares US Real Estate ETF 1.70% 24,743 $2.4M Reduce -1.6%
XLF SS Financial Select Sector 1.60% 44,532 $2.2M Reduce -2.3%
IJR iShares Core S&P Small-Cap E 1.44% 19,113 $2.0M Add +0.1%
XLI SS Industrial Select Sector 1.40% 14,852 $1.9M Add +0.1%
XLY SS Consumer Disc Select Sect 1.38% 9,732 $1.9M Add +1.9%
EFA iShares MSCI Eafe ETF 1.34% 22,761 $1.9M Reduce -5.6%
AAPL Apple Inc. 1.25% 7,851 $1.7M Reduce -0.3%
SHM SS SPDR N Ice St Muni ETF 1.06% 31,011 $1.5M Reduce -37.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.04% 2,590 $1.4M No change
XLC SS Comm Select Sector SPDR 1.04% 15,004 $1.4M Add +1.2%
VGK Vanguard Ftse Europe ETF 0.88% 17,429 $1.2M Reduce -0.1%
XLP SS Consumer Staples Sel Sect 0.80% 13,575 $1.1M Reduce -0.2%
MPC Marathon Petroleum Corp. 0.68% 6,500 $947K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.67% 11,824 $933K No change
MSFT Microsoft Corp. 0.62% 2,300 $863K No change
UNH Unitedhealth Group Inc. 0.60% 1,600 $838K No change
EPD Enterprise Products Partners 0.56% 22,723 $776K No change
META Meta Platforms Inc. Class A 0.56% 1,340 $772K Add +18.6%
PANW Palo Alto Networks Inc. 0.55% 4,458 $761K Reduce -0.9%
EEM iShares MSCI Emerging Market 0.53% 16,802 $734K Reduce -10.0%
VPL Vanguard Ftse Pacific ETF 0.50% 9,655 $700K Reduce -0.2%
VTI VG Morningstar TS MKT ETF-US 0.50% 2,505 $688K Reduce -7.7%
OKE Oneok Inc. 0.49% 6,900 $685K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.48% 1,940 $670K Add +4.1%
AMZN Amazon.com Inc. 0.46% 3,364 $640K Add +0.5%
XLE SS Energy Select Sector 0.46% 6,828 $638K Add +0.7%
GOOGL Alphabet Inc. Class A 0.45% 4,060 $628K Reduce -0.6%
HUBB Hubbell Inc. 0.44% 1,850 $612K No change
RTX RTX Corp. 0.44% 4,600 $609K No change
XOM Exxon Mobil Corp. 0.43% 4,975 $592K No change
CBOE Cboe Global Markets Inc. 0.41% 2,500 $566K No change
VCIT Vanguard Int-Term Corporate 0.41% 6,884 $563K Add +123.2%
SLV iShares Silver Trust 0.36% 16,350 $507K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.36% 12,000 $502K No change
GDX Vaneck Gold Miners ETF 0.35% 10,565 $486K Reduce -11.7%
XLB SS Materials Select Sector 0.34% 5,519 $475K Add +1.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.34% 11,300 $472K No change
CME Cme Group Inc. 0.32% 1,700 $451K No change
AMAT Applied Materials Inc. 0.32% 3,100 $450K Add +14.8%
CRM Salesforce Inc. 0.29% 1,525 $409K No change
CHH Choice Hotels Intl Inc. 0.29% 3,000 $398K No change
PM Philip Morris International 0.28% 2,460 $390K No change
MDLZ Mondelez International Inc. Class A 0.28% 5,700 $387K No change
NOW ServiceNow Inc. 0.27% 475 $378K No change
LPLA LPL Financial Holdings Inc. 0.26% 1,100 $360K No change
AON Aon PLC Class A 0.26% 900 $359K No change
VNQ Vanguard Real Estate ETF 0.25% 3,904 $353K Add +1.2%
GOOG Alphabet Inc. Class C 0.25% 2,250 $352K Reduce -1.8%
KLAC KLA Corp. 0.24% 495 $337K No change
AGI Alamos Gold Inc. Class A 0.24% 12,500 $334K No change
ET Energy Transfer LP 0.24% 17,850 $332K No change
AEM Agnico Eagle Mines Ltd. 0.23% 3,000 $325K No change
SYY Sysco Corp. 0.23% 4,300 $323K New
NVS Novartis AG-Sponsored ADR 0.22% 2,800 $312K No change
BRK.B Berkshire Hathaway Inc. Class B 0.22% 575 $306K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.20% 5,325 $280K No change
VEEV Veeva Systems Inc. Class A 0.20% 1,200 $278K No change
GD General Dynamics Corp. 0.20% 1,000 $273K No change
BSV Vanguard Short-Term Bond ETF 0.19% 3,380 $265K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.19% 3,320 $262K Add +0.9%
NVDA Nvidia Corp. 0.18% 2,290 $248K New
WDAY Workday Inc. Class A 0.17% 1,000 $234K New
ETN Eaton Corp. PLC 0.17% 849 $231K No change
VAL Valaris Ltd. 0.16% 5,800 $228K Add +11.5%
DVY iShares Select Dividend ETF 0.16% 1,650 $222K No change
AVGO Broadcom Inc. 0.16% 1,310 $219K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.15% 1,966 $214K Reduce -1.0%
SDY SS SPDR S&P Dividend ETF 0.14% 1,475 $200K New

Portfolio Sells Q4 2024 → Q1 2025
IVV iShares Core S&P 500 ETF Reduce -0.1% 20.76% −0.83
SHM SS SPDR N Ice St Muni ETF Reduce -37.2% 1.06% −0.61
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.24
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.6% 2.79% −0.23
FTDR Frontdoor Inc. Sold out 0.00% −0.16
TSLA Tesla Inc. Sold out 0.00% −0.15
AAPL Apple Inc. Reduce -0.3% 1.25% −0.15
GOOGL Alphabet Inc. Class A Reduce -0.6% 0.45% −0.10
VTI VG Morningstar TS MKT ETF-US Reduce -7.7% 0.50% −0.07
GOOG Alphabet Inc. Class C Reduce -1.8% 0.25% −0.06
VTEB Vanguard Tax-Exempt Bond ETF Reduce -1.7% 2.55% −0.05
PANW Palo Alto Networks Inc. Reduce -0.9% 0.55% −0.04
EEM iShares MSCI Emerging Market Reduce -10.0% 0.53% −0.03
SPSB SS SPDR P St C Corp. ETF Reduce -2.7% 2.02% −0.02
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -1.0% 0.15% +0.00
VPL Vanguard Ftse Pacific ETF Reduce -0.2% 0.50% +0.01
XLF SS Financial Select Sector Reduce -2.3% 1.60% +0.02
XLP SS Consumer Staples Sel Sect Reduce -0.2% 0.80% +0.03
IYR iShares US Real Estate ETF Reduce -1.6% 1.70% +0.04
EFA iShares MSCI Eafe ETF Reduce -5.6% 1.34% +0.04
GDX Vaneck Gold Miners ETF Reduce -11.7% 0.35% +0.06
XLV SS Health Care Select Sector Reduce -2.9% 1.77% +0.07
AGG iShares Core U.S. Aggregate Reduce -0.2% 2.96% +0.08
VGK Vanguard Ftse Europe ETF Reduce -0.1% 0.88% +0.09
VWO Vanguard Ftse Emerging Marke Reduce -0.2% 4.34% +0.14
DJP Ipath Bloomberg Commodity Inc. Reduce -2.3% 1.91% +0.15
IAU iShares Gold Trust Reduce -0.1% 3.87% +0.64

Portfolio Buys Q4 2024 → Q1 2025
VEA Vanguard Ftse Developed ETF Add +1.5% 6.75% +0.55
FLRN SS SPDR BB Ig Float RT ETF Add +9.3% 4.02% +0.38
SYY Sysco Corp. New 0.23% +0.23
VCIT Vanguard Int-Term Corporate Add +123.2% 0.41% +0.23
NVDA Nvidia Corp. New 0.18% +0.18
WDAY Workday Inc. Class A New 0.17% +0.17
SDY SS SPDR S&P Dividend ETF New 0.14% +0.14
AJG Arthur J Gallagher & Co. Add +4.1% 0.48% +0.10
META Meta Platforms Inc. Class A Add +18.6% 0.56% +0.08
XLE SS Energy Select Sector Add +0.7% 0.46% +0.04
XLC SS Comm Select Sector SPDR Add +1.2% 1.04% +0.02
XLB SS Materials Select Sector Add +1.9% 0.34% +0.02
BNDX Vanguard Total Intl Bond ETF Add +0.3% 1.90% +0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Add +0.9% 0.19% +0.01
AMAT Applied Materials Inc. Add +14.8% 0.32% +0.01
VNQ Vanguard Real Estate ETF Add +1.2% 0.25% +0.01
XLI SS Industrial Select Sector Add +0.1% 1.40% +0.01
VAL Valaris Ltd. Add +11.5% 0.16% −0.00
AMZN Amazon.com Inc. Add +0.5% 0.46% −0.06
IJR iShares Core S&P Small-Cap E Add +0.1% 1.44% −0.13
XLY SS Consumer Disc Select Sect Add +1.9% 1.38% −0.15
XLK SS Technology Select Sector Add +0.8% 3.46% −0.38
IJH iShares Core S&P Midcap ETF Add +0.3% 6.99% −0.40

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