RiverFront Investment Group, LLC holds a diversified book of 384 stocks worth $6.5B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened Invesco Short Term Treasury and trimmed Alphabet Inc-CL C. Their largest long position is Ishares Core Msci Eafe ETF at 5% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1469751/holdings"
Use Arkolith to show RiverFront Investment Group, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
24% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR Core Msci COMMON | $296.5M | 3.27M | 4.6% | ▲+3.8% Added · +120K sh | |
| 2 | Goldman Sachs ETF TR COMMON | $248.8M | 1.99M | 3.8% | ▲+6.2% Added · +116K sh | |
| 3 | J P Morgan Exchange T ETF - E | $238.5M | 4.21M | 3.7% | ▲+11% Added · +404K sh | |
| 4 | Apple Inc Com COMMON | $233.6M | 920.5K | 3.6% | ▲+9.9% Added · +83K sh | |
| 5 | Ishares TR Eafe Value COMMON | $208.4M | 2.80M | 3.2% | ▲+9.4% Added · +242K sh | |
| 6 | SPDR Series Trust Por COMMON | $199.5M | 7.79M | 3.1% | ▲+0.5% Added · +39K sh | |
| 7 | Schwab Strategic TR 5 COMMON | $191.8M | 8.46M | 3.0% | ▲+0.3% Added · +26K sh | |
| 8 | Ishares TR U.S. Tech COMMON | $182.3M | 1.01M | 2.8% | ▲+9.4% Added · +87K sh | |
| 9 | Invesco Exch Traded F COMMON | $180.7M | 1.71M | 2.8% | ▲New New position | |
| 10 | Vanguard BD Index FD COMMON | $176.4M | 2.40M | 2.7% | ▲+0.8% Added · +19K sh | |
| 11 | Nvidia Corporation Co COMMON | $174.7M | 1.00M | 2.7% | ▲+6.6% Added · +62K sh | |
| 12 | Select Sector SPDR TR COMMON | $167.3M | 1.26M | 2.6% | ▲+0.6% Added · +8K sh | |
| 13 | Vaneck ETF Trust Semi COMMON | $163.8M | 427.4K | 2.5% | ▲+7.0% Added · +28K sh | |
| 14 | JP Morgan Exchange TR COMMON | $138.8M | 2.74M | 2.1% | ▲+8.4% Added · +213K sh | |
| 15 | Janus Detroit STR TR COMMON | $133.1M | 2.64M | 2.1% | ▲+1.4% Added · +38K sh | |
| 16 | Ishares TR Lehman 10- COMMON | $133.1M | 1.32M | 2.1% | ▲+1.3% Added · +16K sh | |
| 17 | J P Morgan Exchange T COMMON | $131.7M | 1.54M | 2.0% | ▲+9.1% Added · +128K sh | |
| 18 | Invesco QQQ TR Unit S COMMON | $129.1M | 223.8K | 2.0% | ▲+8.0% Added · +17K sh | |
| 19 | Ishares TR U.S. Fin S COMMON | $122.4M | 1.48M | 1.9% | ▲+2.0% Added · +29K sh | |
| 20 | Alphabet Inc Cap STK COMMON | $121.2M | 422.7K | 1.9% | ▼−6.7% Reduced · −31K sh | |
| 21 | Ishares TR S&P 500 In COMMON | $117.7M | 180.2K | 1.8% | ▼−14% Reduced · −30K sh | |
| 22 | J P Morgan Exchange T COMMON | $113.4M | 2.04M | 1.8% | ▲+4.1% Added · +80K sh | |
| 23 | Microsoft Corp Com COMMON | $110.6M | 298.8K | 1.7% | ▲+1.3% Added · +4K sh | |
| 24 | Ishares TR 7-10 Yr TR COMMON | $106.0M | 1.11M | 1.6% | ▲109× Added · +1.1M sh | |
| 25 | Amazon Com Inc Com COMMON | $100.6M | 482.8K | 1.6% | ▲+8.4% Added · +38K sh | |
| 26 | SPDR Series Trust Por COMMON | $95.4M | 1.25M | 1.5% | ▲+0.8% Added · +10K sh | |
| 27 | Walmart Inc Com COMMON | $83.4M | 671.0K | 1.3% | ▼−5.6% Reduced · −40K sh | |
| 28 | Global X FDS US Infr COMMON | $82.6M | 1.63M | 1.3% | ▲+8.8% Added · +132K sh | |
| 29 | Ishares TR Ishs 1-5YR COMMON | $81.8M | 1.56M | 1.3% | ▲+14% Added · +188K sh | |
| 30 | Ishares Inc Core Msci COMMON | $78.3M | 1.12M | 1.2% | ▲+10% Added · +106K sh | |
| 31 | Select Sector SPDR TR COMMON | $76.4M | 521.1K | 1.2% | ▲+0.7% Added · +4K sh | |
| 32 | Ishares Inc Msci Emrg ETF - E | $73.6M | 935.1K | 1.1% | ▲+14% Added · +112K sh | |
| 33 | Select Sector SPDR TR COMMON | $71.5M | 442.2K | 1.1% | ▲+0.8% Added · +4K sh | |
| 34 | Vanguard Scottsdale F COMMON | $69.9M | 882.2K | 1.1% | ▲+1.3% Added · +12K sh | |
| 35 | Vanguard Scottsdale F COMMON | $63.2M | 1.06M | 1.0% | ▲+1.5% Added · +16K sh | |
| 36 | Communication Service COMMON | $60.3M | 544.1K | 0.9% | ▲+1.6% Added · +9K sh | |
| 37 | JPMorgan Chase & Co. COMMON | $56.2M | 190.9K | 0.9% | ▼−28% Reduced · −74K sh | |
| 38 | Vanguard Scottsdale F COMMON | $54.7M | 660.6K | 0.8% | ▲+0.8% Added · +6K sh | |
| 39 | Select Sector SPDR TR COMMON | $52.9M | 485.8K | 0.8% | ▲+0.8% Added · +4K sh | |
| 40 | Lattice Strategies TR COMMON | $51.9M | 822.7K | 0.8% | ▲+8.7% Added · +66K sh | |
| 41 | Pimco ETF TR Multisec COMMON | $49.0M | 1.87M | 0.8% | ▲+1.1% Added · +21K sh | |
| 42 | Ishares TR Msci Euro COMMON | $44.8M | 1.29M | 0.7% | ▲+7.2% Added · +87K sh | |
| 43 | Ishares TR 10 Yr Inv COMMON | $42.5M | 856.5K | 0.7% | ▲+6.8% Added · +55K sh | |
| 44 | J P Morgan Exchange-T COMMON | $42.3M | 449.7K | 0.7% | ▲+8.5% Added · +35K sh | |
| 45 | Select Sector SPDR TR COMMON | $40.5M | 660.6K | 0.6% | ▲+1.0% Added · +7K sh | |
| 46 | Hartford Insurance GR COMMON | $40.3M | 297.8K | 0.6% | ▼−22% Reduced · −83K sh | |
| 47 | Vaneck ETF Trust MRNG COMMON | $35.7M | 1.04M | 0.6% | ▲+7.1% Added · +69K sh | |
| 48 | Pimco ETF TR 25YR Ze COMMON | $35.6M | 556.3K | 0.6% | ▲+9.4% Added · +48K sh | |
| 49 | Berkshire Hathaway In COMMON | $34.8M | 72.5K | 0.5% | ▲+53% Added · +25K sh | |
| 50 | Palantir Technologies COMMON | $32.7M | 223.9K | 0.5% | ▲+29% Added · +50K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 384 | $6.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 346 | $6.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 314 | $5.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 316 | $5.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 289 | $4.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 253 | $4.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 214 | $4.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 28, 2024 | 172 | $3.7B | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | Aug 28, 2024 | 131 | $3.5B | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Aug 28, 2024 | 117 | $3.2B | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | Aug 28, 2024 | 111 | $2.8B | 13F-HR/A |
| Q2 2023 | Jun 30, 2023 | Aug 28, 2024 | 106 | $3.1B | 13F-HR/A |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 103 | $2.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 24, 2023 | 103 | $440.5M | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 89 | $2.7B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 98 | $2.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 5, 2022 | 99 | $3.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 96 | $3.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.