RiverGlades Family Offices LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 79.7%; sector active share 68.8% against the combined 13F book's sector weights.
Over time 24 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
108 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 81.3% | $174,931,058 |
| Technology | 7.9% | $16,911,197 |
| Financial Services | 2.8% | $5,953,832 |
| Communication Services | 1.9% | $4,017,993 |
| Energy | 1.9% | $4,013,418 |
| Industrials | 1.4% | $2,958,644 |
| Consumer Cyclical | 1.1% | $2,316,060 |
| Basic Materials | 0.7% | $1,418,429 |
| Consumer Defensive | 0.6% | $1,216,893 |
| Healthcare | 0.4% | $899,000 |
| Real Estate | 0.2% | $437,742 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +36,795 | 97,259 | $4,919,360 | |
| SPSB | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF | +15,945 | 173,587 | $5,209,345 | |
| FLRN | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF | +12,052 | 226,620 | $6,991,227 | |
| KLAC | Kla Corp | +4,740 | 5,260 | $1,586,994 | |
| IAU | Ishares Gold Trust | +4,276 | 92,315 | $6,970,705 | |
| AAPL | Apple Inc. | +3,455 | 11,090 | $3,209,002 | |
| AMZN | Amazon Com Inc | +2,831 | 6,101 | $1,454,112 | |
| IJH | iShares Core S&P Mid-Cap ETF | +2,814 | 176,978 | $13,646,773 | |
| MSFT | Microsoft Corp | +2,103 | 4,443 | $1,657,327 | |
| GOOG | Alphabet Inc. | +1,934 | 4,184 | $1,478,332 | |
| VEA | Vanguard FTSE Developed Markets ETF | +1,888 | 218,465 | $15,565,631 | |
| NOW | ServiceNow, Inc. | +1,574 | 5,874 | $583,170 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +1,503 | 150,013 | $8,954,275 | |
| AVGO | Broadcom Inc. | +1,381 | 2,781 | $1,050,522 | |
| SLV | iShares Silver Trust | +1,200 | 13,350 | $713,824 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | +1,087 | 4,991 | $481,282 | |
| V | Visa Inc. | +1,076 | 2,111 | $724,262 | |
| GDX | VanEck Gold Miners ETF | +1,000 | 12,344 | $931,354 | |
| CBOE | Cboe Global Markets, Inc. | +900 | 3,400 | $825,078 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | +894 | 52,635 | $5,209,812 | |
| META | Meta Platforms, Inc. | +724 | 2,054 | $1,156,997 | |
| AMAT | Applied Materials Inc | +658 | 3,758 | $2,717,034 | |
| ETN | Eaton Corp plc | +614 | 1,463 | $623,413 | |
| PM | Philip Morris International Inc. | +600 | 3,560 | $644,039 | |
| XLC | State Street(R) Communication Services Select Sector SPDR(R) ETF | +570 | 14,214 | $1,522,745 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | −8,116 | 21,602 | $1,036,247 | ||
| DJP | −5,935 | 74,740 | $3,266,885 | ||
| EFA | iShares MSCI EAFE ETF | −3,110 | 19,651 | $2,041,345 | |
| EEM | iShares MSCI Emerging Markets ETF | −2,050 | 14,752 | $1,009,184 | |
| BNDX | Vanguard Total International Bond ETF | −2,040 | 72,200 | $3,496,646 | |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | −1,075 | 7,311 | $584,660 | |
| IYR | iShares U.S. Real Estate ETF | −947 | 25,551 | $2,612,589 | |
| IVV | iShares Core S&P 500 ETF | −924 | 50,248 | $37,630,224 | |
| VB | Vanguard Index Funds | −810 | 17,492 | $5,302,175 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −625 | 42,920 | $8,177,118 | |
| RTX | RTX Corp | −584 | 2,316 | $439,414 | |
| AJG | Arthur J. Gallagher & Co. | −249 | 1,808 | $415,062 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −215 | 2,615 | $967,654 | |
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF | −190 | 14,184 | $2,627,302 | |
| XLF | State Street Corp | −65 | 44,067 | $2,362,431 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | −20 | 5,165 | $274,623 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IEFA | iShares Core MSCI EAFE ETF | 66,679 | $6,439,857 | |
| IWD | iShares Russell 1000 Value ETF | 8,565 | $2,076,412 | |
| IWF | iShares Russell 1000 Growth ETF | 16,528 | $2,052,281 | |
| NVDA | Nvidia Corp | 7,067 | $1,414,036 | |
| JVAL | JPMorgan U.S. Value Factor ETF | 23,731 | $1,391,585 | |
| VOO | VANGUARD 500 INDEX FUND | 1,909 | $1,311,120 | |
| JQUA | JPMorgan U.S. Quality Factor ETF | 11,453 | $827,822 | |
| IWS | iShares Russell Mid-Cap Value ETF | 4,294 | $706,792 | |
| VO | VANGUARD MID-CAP INDEX FUND | 8,204 | $660,996 | |
| SCZ | iShares MSCI EAFE Small-Cap ETF | 7,701 | $633,561 | |
| LLY | ELI LILLY & Co | 449 | $538,544 | |
| IAUM | iShares Gold Trust Micro | 13,000 | $520,130 | |
| IWM | iShares Russell 2000 ETF | 1,668 | $501,150 | |
| CBRE | Cbre Group, Inc. | 3,250 | $437,742 | |
| — | 2,502 | $366,317 | ||
| — | 1,211 | $351,940 | ||
| ANET | Arista Networks, Inc. | 2,000 | $339,760 | |
| LRCX | Lam Research Corp | 720 | $311,997 | |
| LDOS | Leidos Holdings, Inc. | 2,661 | $274,003 | |
| MU | Micron Technology Inc | 217 | $250,480 | |
| CSCO | Cisco Systems, Inc. | 2,077 | $243,964 | |
| APH | Amphenol Corp | 1,382 | $243,674 | |
| — | 2,257 | $237,346 | ||
| EMLC | VanEck J.P. Morgan EM Local Currency Bond ETF | 9,227 | $235,842 | |
| PLTR | Palantir Technologies Inc. | 1,865 | $217,589 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SLB | Slb Limited | 14,000 | $719,460 | |
| CRM | Salesforce, Inc. | 1,525 | $284,671 | |
| UNH | Unitedhealth Group Inc | 1,000 | $270,590 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 3,380 | $265,025 | |
| AA | Alcoa Corp | 3,400 | $225,522 | |
| MDLZ | Mondelez International, Inc. | 3,900 | $224,796 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 50,248 | $37,630,224 | 17.50% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 218,465 | $15,565,631 | 7.24% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 176,978 | $13,646,773 | 6.35% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 150,013 | $8,954,275 | 4.16% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 42,920 | $8,177,118 | 3.80% | |
| FLRN |
State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF
|
Added | 226,620 | $6,991,227 | 3.25% | |
| IAU |
Ishares Gold Trust
|
Added | 92,315 | $6,970,705 | 3.24% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
NEW | 66,679 | $6,439,857 | 2.99% | |
| VB |
Vanguard Index Funds
|
Reduced | 17,492 | $5,302,175 | 2.47% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Added | 52,635 | $5,209,812 | 2.42% | |
| SPSB |
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF
|
Added | 173,587 | $5,209,345 | 2.42% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Added | 97,259 | $4,919,360 | 2.29% | |
| BNDX |
Vanguard Total International Bond ETF
|
Reduced | 72,200 | $3,496,646 | 1.63% | |
| DJP |
|
Reduced | 74,740 | $3,266,885 | 1.52% | |
| AAPL |
Apple Inc.
Technology
|
Added | 11,090 | $3,209,002 | 1.49% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 20,749 | $3,077,284 | 1.43% | |
| AMAT |
Applied Materials Inc
Technology
|
Added | 3,758 | $2,717,034 | 1.26% | |
| XLI |
State Street(R) Industrial Select Sector SPDR(R) ETF
|
Reduced | 14,184 | $2,627,302 | 1.22% | |
| IYR |
iShares U.S. Real Estate ETF
|
Reduced | 25,551 | $2,612,589 | 1.21% | |
| XLV |
State Street(R) Health Care Select Sector SPDR(R) ETF
|
Added | 16,104 | $2,555,060 | 1.19% | |
| XLF |
State Street Corp
Financial Services
|
Reduced | 44,067 | $2,362,431 | 1.10% | |
| XLY |
State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
|
Added | 19,573 | $2,295,521 | 1.07% | |
| IWD |
iShares Russell 1000 Value ETF
|
NEW | 8,565 | $2,076,412 | 0.97% | |
| IWF |
iShares Russell 1000 Growth ETF
|
NEW | 16,528 | $2,052,281 | 0.95% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 19,651 | $2,041,345 | 0.95% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 2,558 | $1,910,237 | 0.89% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,443 | $1,657,327 | 0.77% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Held | 6,300 | $1,610,721 | 0.75% | |
| VGK |
VANGUARD EUROPEAN STOCK INDEX FUND
|
Added | 18,092 | $1,601,865 | 0.74% | |
| KLAC |
Kla Corp
Technology
|
Added | 5,260 | $1,586,994 | 0.74% | |
| XLC |
State Street(R) Communication Services Select Sector SPDR(R) ETF
|
Added | 14,214 | $1,522,745 | 0.71% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 4,184 | $1,478,332 | 0.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,101 | $1,454,112 | 0.68% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 4,242 | $1,446,606 | 0.67% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 7,067 | $1,414,036 | 0.66% | |
| JVAL |
JPMorgan U.S. Value Factor ETF
|
NEW | 23,731 | $1,391,585 | 0.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,869 | $1,382,664 | 0.64% | |
| VOO |
VANGUARD 500 INDEX FUND
|
NEW | 1,909 | $1,311,120 | 0.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,054 | $1,156,997 | 0.54% | |
| VPL |
VANGUARD PACIFIC STOCK INDEX FUND
|
Added | 9,980 | $1,154,586 | 0.54% | |
|
|
Added | 13,875 | $1,152,596 | 0.54% | ||
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,781 | $1,050,522 | 0.49% | |
|
|
Reduced | 21,602 | $1,036,247 | 0.48% | ||
| EEM |
iShares MSCI Emerging Markets ETF
|
Reduced | 14,752 | $1,009,184 | 0.47% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,666 | $967,796 | 0.45% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 2,615 | $967,654 | 0.45% | |
| HUBB |
Hubbell Inc
Industrials
|
Held | 1,810 | $946,992 | 0.44% | |
| GDX |
VanEck Gold Miners ETF
|
Added | 12,344 | $931,354 | 0.43% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 24,760 | $910,177 | 0.42% | |
| JQUA |
JPMorgan U.S. Quality Factor ETF
|
NEW | 11,453 | $827,822 | 0.38% |
Showing the top 50 of 108 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.