RIVERFRONT INVESTMENT GROUP, LLC

Filed: 8/12/2025ACC: 0001469751-25-000008

📋 What this filing means

RIVERFRONT INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 316 equity positions with a total reported market value of $5.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

316

Positions

$5.12B

Total AUM (reported)

74.11M

Total Shares

Allocation by class

COMMON$4.86B94.9%

ETF - E$225.33M4.4%

MUTUAL$35.04M0.7%

ETF - F$2.62M0.1%

FOREIGN$474.9K0.0%

PREFERR$3.3K0.0%

Portfolio Concentration

Top 3$636.68M12.4%

4–10$1.15B22.4%

11–25$1.63B31.9%

Rest$1.71B33.3%

Top 3 weight

12.4%

Top 10 weight

34.8%

Voting Authority Distribution

Total shares with voting rights: 74.11M

Sole

Full voting authority

74.11M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.04K

% of voting shares0.0%

Investment Discretion (by position count)

Sole316

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings316

Rows:

ISHARES TR CORE MSCI

SOLE

COMMON

Shares2.63M

TypeSH

Market value$219.77M

4.29%

Sole

2.63M

Shared

0.00

None

53.00

GOLDMAN SACHS ETF TR

SOLE

COMMON

Shares1.81M

TypeSH

Market value$219.37M

4.28%

Sole

1.81M

Shared

0.00

None

122.00

SPDR SERIES TRUST POR

SOLE

COMMON

Shares7.72M

TypeSH

Market value$197.55M

3.86%

Sole

7.72M

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR 5

SOLE

COMMON

Shares8.37M

TypeSH

Market value$190.42M

3.72%

Sole

8.37M

Shared

0.00

None

0.00

VANGUARD BD INDEX FD

SOLE

COMMON

Shares2.35M

TypeSH

Market value$172.75M

3.37%

Sole

2.35M

Shared

0.00

None

0.00

J P MORGAN EXCHANGE T

SOLE

ETF - E

Shares2.90M

TypeSH

Market value$165.08M

3.22%

Sole

2.90M

Shared

0.00

None

339.00

NVIDIA CORPORATION CO

SOLE

COMMON

Shares1.02M

TypeSH

Market value$161.43M

3.15%

Sole

1.02M

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

COMMON

Shares621.16K

TypeSH

Market value$157.30M

3.07%

Sole

621.16K

Shared

0.00

None

0.00

ISHARES TR EAFE VALUE

SOLE

COMMON

Shares2.36M

TypeSH

Market value$150.03M

2.93%

Sole

2.36M

Shared

0.00

None

343.00

ISHARES TR U.S. TECH

SOLE

COMMON

Shares861.60K

TypeSH

Market value$149.29M

2.91%

Sole

861.50K

Shared

0.00

None

99.00

J P MORGAN EXCHANGE T

SOLE

COMMON

Shares2.58M

TypeSH

Market value$140.10M

2.73%

Sole

2.58M

Shared

0.00

None

72.00

APPLE INC COM

SOLE

COMMON

Shares672.37K

TypeSH

Market value$137.95M

2.69%

Sole

672.37K

Shared

0.00

None

0.00

JANUS DETROIT STR TR

SOLE

COMMON

Shares2.57M

TypeSH

Market value$130.52M

2.55%

Sole

2.57M

Shared

0.00

None

0.00

ISHARES TR LEHMAN 10-

SOLE

COMMON

Shares1.27M

TypeSH

Market value$129.21M

2.52%

Sole

1.27M

Shared

0.00

None

0.00

ISHARES TR S&P 500 IN

SOLE

COMMON

Shares207.21K

TypeSH

Market value$128.66M

2.51%

Sole

207.21K

Shared

0.00

None

0.00

MICROSOFT CORP COM

SOLE

COMMON

Shares258.04K

TypeSH

Market value$128.35M

2.51%

Sole

258.04K

Shared

0.00

None

0.00

ISHARES TR U.S. FIN S

SOLE

COMMON

Shares1.42M

TypeSH

Market value$121.42M

2.37%

Sole

1.42M

Shared

0.00

None

114.00

VANGUARD WORLD FD MEG

SOLE

COMMON

Shares476.13K

TypeSH

Market value$107.09M

2.09%

Sole

476.13K

Shared

0.00

None

0.00

INVESCO QQQ TR UNIT S

SOLE

COMMON

Shares190.52K

TypeSH

Market value$105.10M

2.05%

Sole

190.48K

Shared

0.00

None

45.00

AMAZON COM INC COM

SOLE

COMMON

Shares445.87K

TypeSH

Market value$97.82M

1.91%

Sole

445.87K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE T

SOLE

COMMON

Shares1.29M

TypeSH

Market value$89.35M

1.74%

Sole

1.29M

Shared

0.00

None

83.00

SPDR SERIES TRUST POR

SOLE

COMMON

Shares1.23M

TypeSH

Market value$89.27M

1.74%

Sole

1.23M

Shared

0.00

None

0.00

ALPHABET INC CAP STK

SOLE

COMMON

Shares475.71K

TypeSH

Market value$84.39M

1.65%

Sole

475.71K

Shared

0.00

None

0.00

ISHARES TR MSCI EURO

SOLE

COMMON

Shares2.36M

TypeSH

Market value$74.65M

1.46%

Sole

2.36M

Shared

0.00

None

130.00

SELECT SECTOR SPDR TR

SOLE

COMMON

Shares509.63K

TypeSH

Market value$68.69M

1.34%

Sole

509.63K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TR CORE MSCISOLE	COMMON	2.63M	SH	$219.77M 4.29%	2.63M	53.00
GOLDMAN SACHS ETF TRSOLE	COMMON	1.81M	SH	$219.37M 4.28%	1.81M	122.00
SPDR SERIES TRUST PORSOLE	COMMON	7.72M	SH	$197.55M 3.86%	7.72M	0.00
SCHWAB STRATEGIC TR 5SOLE	COMMON	8.37M	SH	$190.42M 3.72%	8.37M	0.00
VANGUARD BD INDEX FDSOLE	COMMON	2.35M	SH	$172.75M 3.37%	2.35M	0.00
J P MORGAN EXCHANGE TSOLE	ETF - E	2.90M	SH	$165.08M 3.22%	2.90M	339.00
NVIDIA CORPORATION COSOLE	COMMON	1.02M	SH	$161.43M 3.15%	1.02M	0.00
SELECT SECTOR SPDR TRSOLE	COMMON	621.16K	SH	$157.30M 3.07%	621.16K	0.00
ISHARES TR EAFE VALUESOLE	COMMON	2.36M	SH	$150.03M 2.93%	2.36M	343.00
ISHARES TR U.S. TECHSOLE	COMMON	861.60K	SH	$149.29M 2.91%	861.50K	99.00
J P MORGAN EXCHANGE TSOLE	COMMON	2.58M	SH	$140.10M 2.73%	2.58M	72.00
APPLE INC COMSOLE	COMMON	672.37K	SH	$137.95M 2.69%	672.37K	0.00
JANUS DETROIT STR TRSOLE	COMMON	2.57M	SH	$130.52M 2.55%	2.57M	0.00
ISHARES TR LEHMAN 10-SOLE	COMMON	1.27M	SH	$129.21M 2.52%	1.27M	0.00
ISHARES TR S&P 500 INSOLE	COMMON	207.21K	SH	$128.66M 2.51%	207.21K	0.00
MICROSOFT CORP COMSOLE	COMMON	258.04K	SH	$128.35M 2.51%	258.04K	0.00
ISHARES TR U.S. FIN SSOLE	COMMON	1.42M	SH	$121.42M 2.37%	1.42M	114.00
VANGUARD WORLD FD MEGSOLE	COMMON	476.13K	SH	$107.09M 2.09%	476.13K	0.00
INVESCO QQQ TR UNIT SSOLE	COMMON	190.52K	SH	$105.10M 2.05%	190.48K	45.00
AMAZON COM INC COMSOLE	COMMON	445.87K	SH	$97.82M 1.91%	445.87K	0.00
J P MORGAN EXCHANGE TSOLE	COMMON	1.29M	SH	$89.35M 1.74%	1.29M	83.00
SPDR SERIES TRUST PORSOLE	COMMON	1.23M	SH	$89.27M 1.74%	1.23M	0.00
ALPHABET INC CAP STKSOLE	COMMON	475.71K	SH	$84.39M 1.65%	475.71K	0.00
ISHARES TR MSCI EUROSOLE	COMMON	2.36M	SH	$74.65M 1.46%	2.36M	130.00
SELECT SECTOR SPDR TRSOLE	COMMON	509.63K	SH	$68.69M 1.34%	509.63K	0.00

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