River Glades Family Offices LLC Portfolio Holdings

River Glades Family Offices LLC

  • $152 Million
  • Q2 2025

River Glades Family Offices LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $152 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $31.8M, Vanguard Ftse Developed Market with a value of $11.2M, Ishares Core S&P Mid Cap ETF with a value of $10.4M, Vanguard Ftse Emerging Mkts Et with a value of $6.9M, and Spdr Bloomberg Investment Grad with a value of $6.05M.

Examining the 13F form we can see an increase of $13.5M in the current position value, from $139M to 152M.

River Glades Family Offices LLC is based out at Naples, FL

Below you can find more details about River Glades Family Offices LLC portfolio as well as his latest detailed transactions.

Portfolio value $152 Million
ETFs: $129 Million
Technology: $6.45 Million
Energy: $3.99 Million
Financial Services: $3.36 Million
Industrials: $2.02 Million
Communication Services: $1.99 Million
Healthcare: $1.59 Million
Consumer Defensive: $1.16 Million
Other: $2.16 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.3B
$1.08 Million 0.71% of portfolio
6,500
Q4 2024 Reduced 2.99%
$52.5B
$859,000 0.56% of portfolio
4,200
Q2 2025 Reduced 5.79%
$23.2B
$755,000 0.5% of portfolio
1,850
Q1 2024 Added 8.82%
$68.2B
$767,000 0.5% of portfolio
24,760
Q2 2025 Added 8.96%
$61.1B
$621,000 0.41% of portfolio
1,941
Q2 2025 Added 0.05%
$26.4B
$583,000 0.38% of portfolio
2,500
Q4 2024 Added 8.7%
$33.1B
$563,000 0.37% of portfolio
6,900
Q1 2024 Reduced 0.63%
$162B
$567,000 0.37% of portfolio
3,100
Q1 2025 Added 14.81%
$172B
$488,000 0.32% of portfolio
475
Q1 2023 New
$46.7B
$473,000 0.31% of portfolio
14,000
Q2 2025 Added 16.67%
$133B
$465,000 0.31% of portfolio
520
Q2 2025 Added 5.05%
$29.8B
$412,000 0.27% of portfolio
1,100
Q3 2024 New
$84.1B
$384,000 0.25% of portfolio
5,700
Q1 2023 Reduced 25.97%
$127B
$361,000 0.24% of portfolio
1,310
Q3 2024 Added 900.0%
$61.6B
$356,000 0.23% of portfolio
3,000
Q3 2024 New
$38.7B
$345,000 0.23% of portfolio
1,200
Q4 2024 Reduced 12.73%
$10.2B
$332,000 0.22% of portfolio
12,500
Q1 2023 Reduced 30.56%
$40.9B
$325,000 0.21% of portfolio
4,300
Q1 2025 New
$75.3B
$321,000 0.21% of portfolio
900
Q2 2024 Added 6.51%
$53.7B
$323,000 0.21% of portfolio
17,850
Q2 2021 Reduced 32.64%
$145B
$303,000 0.2% of portfolio
849
Q1 2024 New
$86.2B
$291,000 0.19% of portfolio
1,000
Q3 2021 Reduced 29.33%
$43.1B
$240,000 0.16% of portfolio
1,000
Q1 2025 New
$30.2B
$232,000 0.15% of portfolio
4,000
Q2 2025 New
$51B
$223,000 0.15% of portfolio
3,000
Q2 2025 New
$99.2B
$220,000 0.14% of portfolio
800
Q2 2025 Reduced 52.94%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $152 Million
  • Prior Value $139 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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