13F Insight
DOSSIER · 13F-HR · Q1 2026

RiverFront Investment Group, LLC

$6.5B in tracked AUM across 384 positions as of Q1 2026.

RI
CIK 0001469751 · last filed Mar 31, 2026
Total AUM
$6.5B
as of Q1 2026
Holdings
384
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

RiverFront Investment Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IEFA
ISHARES TR CORE MSCI
$296M3.3M4.6%02
GSLC
GOLDMAN SACHS ETF TR
$249M2.0M3.8%03
JEPI
J P MORGAN EXCHANGE T
$239M4.2M3.7%04
AAPL
APPLE INC COM
$234M921K3.6%05
EFV
ISHARES TR EAFE VALUE
$208M2.8M3.2%06
SPAB
SPDR SERIES TRUST POR
$199M7.8M3.1%07
SCHI
SCHWAB STRATEGIC TR 5
$192M8.5M3.0%08
IYW
ISHARES TR U.S. TECH
$182M1.0M2.8%09
TBLL
INVESCO EXCH TRADED F
$181M1.7M2.8%10
BND
VANGUARD BD INDEX FD
$176M2.4M2.7%

Filing history

2026Q1Mar 31
$6.5B▲ 6.6%
384 positionsView →2025Q4Dec 31
$6.1B▲ 6.5%
346 positionsView →2025Q3Sep 30
$5.7B▲ 11.2%
314 positionsView →2025Q2Jun 30
$5.1B▲ 14.0%
316 positionsLocked2025Q1Mar 31
$4.5B▲ 2.3%
289 positionsLocked2024Q4Dec 31
$4.4B▲ 3.4%
253 positionsLocked2024Q3Sep 30
$4.2B▲ 13.4%
214 positionsLocked2024Q2Jun 30
$3.7B▲ 5.6%
172 positionsLocked2024Q1Mar 31
$3.5B▲ 11.3%
131 positionsLocked2023Q4Dec 31
$3.2B▲ 13.0%
117 positionsLocked2023Q3Sep 30
$2.8B▼ 8.1%
111 positionsLocked2023Q2Jun 30
$3.1B▲ 8.3%
106 positionsLocked
Showing 12 of 68