Colonial River Wealth Management, LLC Portfolio Holdings

Colonial River Wealth Management, LLC

  • $246 Million
  • Q3 2025

Colonial River Wealth Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $246 Million distributed in 236 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $18.8M, Apple Inc. with a value of $12M, Capital Group Growth ETF Shs C with a value of $11.7M, Invesco Exchange Traded Fd Tr with a value of $10.9M, and Microsoft Corp with a value of $10.2M.

Examining the 13F form we can see an increase of $29.4M in the current position value, from $217M to 246M.

Colonial River Wealth Management, LLC is based out at Midlothian, VA

Below you can find more details about Colonial River Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $246 Million
ETFs: $84.6 Million
Technology: $68 Million
Communication Services: $20.6 Million
Consumer Cyclical: $17.1 Million
Financial Services: $14.4 Million
Industrials: $9.38 Million
Healthcare: $9.11 Million
Consumer Defensive: $8.76 Million
Other: $14.1 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.02B
$890,000 0.36% of portfolio
8,796
Q3 2025 Reduced 29.37%
$9.12B
$375,000 0.15% of portfolio
4,114
Q3 2025 New
$4.4B
$304,000 0.12% of portfolio
4,791
Q3 2025 Reduced 1.28%
$2.24B
$290,000 0.12% of portfolio
15,382
Q3 2025 Reduced 5.24%
$2.27B
$282,000 0.11% of portfolio
14,553
Q3 2025 New
$6.95B
$251,000 0.1% of portfolio
4,362
Q3 2025 New
$3.09B
$251,000 0.1% of portfolio
8,429
Q3 2025 New
$2.88B
$247,000 0.1% of portfolio
18,830
Q3 2025 Reduced 1.15%
$7.23B
$235,000 0.1% of portfolio
3,731
Q3 2025 Added 39.06%
$3.99B
$230,000 0.09% of portfolio
2,454
Q3 2025 Added 2.72%
$9.92B
$201,000 0.08% of portfolio
3,504
Q3 2025 New
$7.32B
$207,000 0.08% of portfolio
3,684
Q3 2025 Reduced 0.7%
$4.87B
$86,000 0.03% of portfolio
14,365
Q3 2025 Reduced 4.8%

Summary

  • Portfolio
  • No. of Stocks 236
  • Current Value $246 Million
  • Prior Value $217 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 33 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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