Arkolith/Funds/RiverGlades Family Offices LLC

RiverGlades Family Offices LLC

CIK 1619779
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

RiverGlades Family Offices LLC holds a focused book of 108 stocks worth $218.0M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Ishares Core Msci Eafe ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 17% of the equity book. Cloning the disclosed picks since 2024 would be +39% (+17.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+38.6%
+17.2%/yr · since Aug '24
Their reported book
+36.3%
held from quarter-end
S&P 500
+44.3%
same window
$9K$11K$12K$13K$15KAug '24Jan '25Jun '25Nov '25Apr '26Sep '26
RiverGlades Family Offices LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.3 points over this window.

Growth of $10,000 cloning RiverGlades Family Offices LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
39%
Top 10 holdings
53%
Top 20 holdings
68%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

23% mapped to company sectors

No sector on file yet
77%
Information Technology
10%
Financials
7%
Industrials
1%
Energy
1%
Utilities
1%
Consumer Discretionary
1%
Materials
1%

+4 sectors below the cut, 1% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as RiverGlades Family Offices LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.13 / 80$4.5B
Swiss Re Ltd26 / 80$1.0B
Prospect Hill Management, LLC8 / 80$240.9M
Uhlmann Price Securities, LLC26 / 80$2.4B
Kearns & Associates LLC17 / 80$193.3M
Planning Project LLC11 / 80$438.6M
Draper Asset Management, LLC8 / 80$170.5M

Ranked by the share of each fund's own book sitting in the names it shares with RiverGlades Family Offices LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

108 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$37.6M50.2K
17.3%
−1.8%
Reduced · −924 sh
2Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$15.6M218.5K
7.1%
+0.9%
Added · +2K sh
3Ishares TR
CORE S&P MCP ETF
$13.6M177.0K
6.3%
+1.6%
Added · +3K sh
4Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$9.0M150.0K
4.1%
+1.0%
Added · +2K sh
5Select Sector SPDR TR
ST STR TECHN ETF
$8.2M42.9K
3.8%
−1.4%
Reduced · −625 sh
6SPDR Series Trust
ST STR RATE ETF
$7.0M226.6K
3.2%
+5.6%
Added · +12K sh
7Ishares Gold TR
ISHARES NEW
$7.0M92.3K
3.2%
+4.8%
Added · +4K sh
8Ishares TR
CORE MSCI EAFE
$6.4M66.7K
3.0%
New
New position
9Vanguard Index FDS
SMALL CP ETF
$5.3M17.5K
2.4%
−4.4%
Reduced · −810 sh
10Ishares TR
CORE US AGGBD ET
$5.2M52.6K
2.4%
+1.7%
Added · +894 sh
11SPDR Series Trust
ST SHOR CORP ETF
$5.2M173.6K
2.4%
+10%
Added · +16K sh
12Vanguard Mun BD FDS
TAX EXEMPT BD
$4.9M97.3K
2.3%
+61%
Added · +37K sh
13Vanguard Charlotte FDS
TOTAL INT BD ETF
$3.5M72.2K
1.6%
−2.7%
Reduced · −2K sh
14Barclays Bank PLC
DJUBS CMDT ETN36
$3.3M74.7K
1.5%
−7.3%
Reduced · −6K sh
15Apple Inc
COM
$3.2M11.1K
1.5%
+45%
Added · +3K sh
16Ishares TR
CORE S&P SCP ETF
$3.1M20.7K
1.4%
+1.9%
Added · +386 sh
17Applied Matls Inc
COM
$2.7M3.8K
1.2%
+21%
Added · +658 sh
18Select Sector SPDR TR
ST STR INDL ETF
$2.6M14.2K
1.2%
−1.3%
Reduced · −190 sh
19Ishares TR
U.S. REAL ES ETF
$2.6M25.6K
1.2%
−3.6%
Reduced · −947 sh
20Select Sector SPDR TR
ST STR CARE ETF
$2.6M16.1K
1.2%
+1.2%
Added · +185 sh
21Select Sector SPDR TR
ST STR FINL ETF
$2.4M44.1K
1.1%
−0.1%
Reduced · −65 sh
22Select Sector SPDR TR
ST STR DISCR ETF
$2.3M19.6K
1.1%
+1.4%
Added · +280 sh
23Ishares TR
RUS 1000 VAL ETF
$2.1M8.6K
1.0%
New
New position
24Ishares TR
RUS 1000 GRW ETF
$2.1M16.5K
0.9%
New
New position
25Ishares TR
MSCI EAFE ETF
$2.0M19.7K
0.9%
−14%
Reduced · −3K sh
26State STR SPDR S&P 500 ETF T
TR UNIT
$1.9M2.6K
0.9%
Held
27Ishares Inc
CORE MSCI EMKT
$1.9M22.4K
0.9%
New
New position
28Microsoft Corp
COM
$1.7M4.4K
0.8%
+90%
Added · +2K sh
29Marathon Pete Corp
COM
$1.6M6.3K
0.7%
Held
30Vanguard Intl Equity Index F
FTSE EUROPE ETF
$1.6M18.1K
0.7%
+2.4%
Added · +420 sh
31Kla Corp
COM NEW
$1.6M5.3K
0.7%
10×
Added · +5K sh
32Select Sector SPDR TR
ST STR SVC ETF
$1.5M14.2K
0.7%
+4.2%
Added · +570 sh
33Alphabet Inc
CAP STK CL C
$1.5M4.2K
0.7%
+86%
Added · +2K sh
34Amazon Com Inc
COM
$1.5M6.1K
0.7%
+87%
Added · +3K sh
35Palo Alto Networks Inc
COM
$1.4M4.2K
0.7%
+1.0%
Added · +42 sh
36Nvidia Corporation
COM
$1.4M7.1K
0.6%
New
New position
37J P Morgan Exchange Traded F
US VALUE FACTR
$1.4M23.7K
0.6%
New
New position
38Alphabet Inc
CAP STK CL A
$1.4M3.9K
0.6%
+15%
Added · +509 sh
39Vanguard Index FDS
S&P 500 ETF SHS
$1.3M1.9K
0.6%
New
New position
40Meta Platforms Inc
CL A
$1.2M2.1K
0.5%
+54%
Added · +724 sh
41Vanguard Intl Equity Index F
FTSE PACIFIC ETF
$1.2M10.0K
0.5%
+2.4%
Added · +230 sh
42Select Sector SPDR TR
ST STR STAPL ETF
$1.2M13.9K
0.5%
+2.6%
Added · +355 sh
43Broadcom Inc
COM
$1.1M2.8K
0.5%
+99%
Added · +1K sh
44SPDR Series Trust
ST NUVE TERM ETF
$1.0M21.6K
0.5%
−27%
Reduced · −8K sh
45Ishares TR
MSCI EMG MKT ETF
$1.0M14.8K
0.5%
−12%
Reduced · −2K sh
46Advanced Micro Devices Inc
COM
$968K1.7K
0.4%
+19%
Added · +266 sh
47Vanguard Index FDS
TOTAL STK MKT
$968K2.6K
0.4%
−7.6%
Reduced · −215 sh
48Hubbell Inc
COM
$947K1.8K
0.4%
Held
49Vaneck ETF Trust
GOLD MINERS ETF
$931K12.3K
0.4%
+8.8%
Added · +1K sh
50Enterprise Prods Partners L
COM
$910K24.8K
0.4%
Held
Showing 50 of 108 positions
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Filing history

As-of date vs the date the SEC received each filing

$218.0M · Q2 2026Q2 2024 · $128.6MQ2 2026 · $218.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202641d108$218.0M13F-HR
Q1 2026Mar 31, 2026May 14, 202644d87$170.1M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202543d91$163.7M13F-HR
Q2 2025Jun 30, 2025Aug 5, 202536d86$152.5M13F-HR
Q1 2025Mar 31, 2025May 9, 202539d82$139.0M13F-HR
Q4 2024Dec 31, 2024Feb 13, 202544d81$140.1M13F-HR
Q3 2024Sep 30, 2024Nov 13, 202444d82$139.7M13F-HR
Q2 2024Jun 30, 2024Aug 13, 202444d80$128.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. The performance line is a simulation of the disclosed long book, not an audited return.