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Riverglades Family Offices LLC Top Holdings and 13F Report (2025)

About Riverglades Family Offices LLC

Investment Activity

  • Riverglades Family Offices LLC has $152.45 million in total holdings as of June 30, 2025.
  • Riverglades Family Offices LLC owns shares of 86 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 3.75% of the portfolio was purchased this quarter.
  • About 1.17% of the portfolio was sold this quarter.
  • This quarter, Riverglades Family Offices LLC has purchased 82 new stocks and bought additional shares in 31 stocks.
  • Riverglades Family Offices LLC sold shares of 13 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

92826C839 - Visa
$482,868 Holding
075887109 - Becton, Dickinson and Company
$344,500 Holding
35905A109 - Frontdoor
$235,760 Holding
67077M108 - Nutrien
$232,960 Holding
22052L104 - Corteva
$223,590 Holding

Largest Purchases this Quarter

SPDR Portfolio Short Term Corporate Bond ETF
30,995 shares (about $935.74K)
Vanguard FTSE Developed Markets ETF
12,320 shares (about $702.36K)
Visa
1,360 shares (about $482.87K)
Becton, Dickinson and Company
2,000 shares (about $344.50K)

Largest Sales this Quarter

CME Group
900 shares (about $248.06K)
iShares Gold Trust
1,752 shares (about $109.25K)
Alphabet
600 shares (about $105.74K)
Bank of America
2,000 shares (about $94.64K)
Palo Alto Networks
258 shares (about $52.80K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiverglades Family Offices LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$31,847,649$29,803 -0.1%51,29320.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$11,226,182$702,363 6.7%196,9167.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$10,438,692$105,434 1.0%168,3126.8%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$6,899,275$301,211 4.6%139,4924.5%ETF
SPDR Bloomberg Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
$6,045,827$459,891 8.2%196,1024.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$5,888,611$13,928 -0.2%23,2543.9%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$5,583,403$109,255 -1.9%89,5353.7%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$4,208,660$89,478 2.2%42,4262.8%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$4,199,760$54,505 1.3%17,7222.8%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$3,752,527$935,739 33.2%124,2972.5%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$3,603,605$100,266 2.9%73,4982.4%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$3,011,199$336,916 12.6%60,8202.0%ETF
iPath Bloomberg Commodity Index Total Return ETN stock logo
DJP
iPath Bloomberg Commodity Index Total Return ETN
$2,609,664$54,538 2.1%76,8001.7%Finance
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$2,458,619$113,724 4.8%25,9431.6%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$2,378,227$46,086 2.0%45,4121.6%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$2,266,6290.0%16,8161.5%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$2,182,116$8,851 -0.4%14,7921.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,123,833$34,973 1.7%19,4331.4%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$2,122,011$6,955 0.3%9,7641.4%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,034,6060.0%22,7611.3%Finance
Apple Inc. stock logo
AAPL
Apple
$1,663,929$53,139 3.3%8,1101.1%Computer and Technology
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$1,626,214$2,171 -0.1%14,9841.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,600,905$618 0.0%2,5911.1%Finance
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$1,569,605$86,334 5.8%32,8161.0%Finance
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$1,349,818$930 -0.1%17,4170.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,163,940$19,896 1.7%2,3400.8%Computer and Technology
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$1,131,572$32,388 2.9%13,9750.7%ETF
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$1,079,7150.0%6,5000.7%Energy
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$1,018,126$64,520 6.8%12,6240.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$981,660$7,381 -0.7%1,3300.6%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$859,488$52,797 -5.8%4,2000.6%Computer and Technology
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$810,5290.0%16,8020.5%Finance
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$792,216$1,233 -0.2%9,6400.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$786,514$48,485 6.6%3,5850.5%Retail/Wholesale
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$767,796$63,166 9.0%24,7600.5%Energy
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$761,3450.0%2,5050.5%ETF
Hubbell Inc stock logo
HUBB
Hubbell
$755,5590.0%1,8500.5%Industrials
RTX Corporation stock logo
RTX
RTX
$671,6920.0%4,6000.4%Aerospace
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$621,301$320 0.1%1,9410.4%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$609,756$105,738 -14.8%3,4600.4%Computer and Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$600,710$21,627 3.7%7,0830.4%ETF
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
$583,0250.0%2,5000.4%Financial Services
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$570,8220.0%6,8840.4%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$567,5170.0%3,1000.4%Computer and Technology
ONEOK, Inc. stock logo
OKE
ONEOK
$563,2470.0%6,9000.4%Energy
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$561,546$62,394 12.5%1,8000.4%Medical
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$536,4440.0%16,3500.4%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$536,3050.0%4,9750.4%Energy
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$515,796$31,173 6.4%5,8740.3%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$514,991$35,037 -6.4%9,8920.3%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$488,3380.0%4750.3%Computer and Technology
Visa Inc. stock logo
V
Visa
$482,868$482,868 New Holding1,3600.3%Business Services
Schlumberger Limited stock logo
SLB
Schlumberger
$473,200$67,600 16.7%14,0000.3%Energy
KLA Corporation stock logo
KLAC
KLA
$465,785$22,394 5.1%5200.3%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$448,0400.0%2,4600.3%Consumer Staples
Bank of America Corporation stock logo
BAC
Bank of America
$440,076$94,640 -17.7%9,3000.3%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$415,8530.0%1,5250.3%Computer and Technology
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$412,4670.0%1,1000.3%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$399,1280.0%2,2500.3%Computer and Technology
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$384,4080.0%5,7000.3%Consumer Staples
Broadcom Inc. stock logo
AVGO
Broadcom
$361,1020.0%1,3100.2%Computer and Technology
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$356,7900.0%3,0000.2%Basic Materials
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$353,480$5,789 1.7%3,9690.2%ETF
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$345,5760.0%1,2000.2%Medical
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$344,500$344,500 New Holding2,0000.2%Medical
Novartis AG stock logo
NVS
Novartis
$338,8280.0%2,8000.2%Medical
Alamos Gold Inc. stock logo
AGI
Alamos Gold
$332,0000.0%12,5000.2%Basic Materials
Sysco Corporation stock logo
SYY
Sysco
$325,6820.0%4,3000.2%Consumer Staples
Energy Transfer LP stock logo
ET
Energy Transfer
$323,6210.0%17,8500.2%Energy
Aon plc stock logo
AON
AON
$321,0840.0%9000.2%Finance
Eaton Corporation, PLC stock logo
ETN
Eaton
$303,0850.0%8490.2%Industrials
General Dynamics Corporation stock logo
GD
General Dynamics
$291,6600.0%1,0000.2%Aerospace
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$283,7700.0%5,3250.2%Manufacturing
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$282,544$11,432 4.2%3,4600.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$279,3180.0%5750.2%Finance
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$266,0060.0%3,3800.2%ETF
Valaris Limited stock logo
VAL
Valaris
$252,660$8,422 3.4%6,0000.2%Energy
Workday, Inc. stock logo
WDAY
Workday
$240,0000.0%1,0000.2%Computer and Technology
Frontdoor Inc. stock logo
FTDR
Frontdoor
$235,760$235,760 New Holding4,0000.2%Construction
Nutrien Ltd. stock logo
NTR
Nutrien
$232,960$232,960 New Holding4,0000.2%Basic Materials
Corteva, Inc. stock logo
CTVA
Corteva
$223,590$223,590 New Holding3,0000.1%Consumer Staples
CME Group Inc. stock logo
CME
CME Group
$220,496$248,058 -52.9%8000.1%Finance
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$215,4940.0%1,9660.1%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$205,868$205,868 New Holding6980.1%Computer and Technology
RICHTECH ROBOTICS INC
$32,273$32,273 New Holding16,5500.0%CL B
Ondas Holdings Inc. stock logo
ONDS
Ondas
$19,200$19,200 New Holding10,0000.0%Computer and Technology
Choice Hotels International, Inc. stock logo
CHH
Choice Hotels International
$0$398,340 -100.0%00.0%Consumer Discretionary
NVIDIA Corporation stock logo
NVDA
NVIDIA
$0$248,191 -100.0%00.0%Computer and Technology
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$0$221,579 -100.0%00.0%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$0$200,128 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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