Q2 2026 13F · SEC CIK 1469751

RiverFront Investment Group, LLC

Asset managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $7.6B
Reported positions: 427
Holdings vs S&P 500, 3 yrs: —
Assets under management: $2.2B

RiverFront Investment Group, LLC is an asset manager that reported 427 positions worth $7.6B in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Ishares Tr (IEFA, 4.8%), Vaneck ETF Trust (SMH, 3.8%), Goldman Sachs ETF Tr (GSLC, 3.5%).

RiverFront Investment Group, LLC holdings largest 50 of 427 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

RiverFront Investment Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IEFAIshares Tr	4.8%	4.6%	3,762,914	+14.9%	$363.4M
SMHVaneck ETF Trust	3.8%	2.5%	441,124	+3.2%	$289.3M
GSLCGoldman Sachs ETF Tr	3.5%	3.8%	1,878,543	-5.5%	$266.5M
IYWIshares Tr	3.5%	2.8%	1,043,122	+3.8%	$263.1M
AAPLApple Inc	3.4%	3.6%	884,010	-4.0%	$255.8M
XLKSelect Sector Spdr Tr	3.2%	2.6%	1,269,940	+0.9%	$241.9M
EFVIshares Tr	3.0%	3.2%	2,969,235	+5.9%	$227.3M
NVDANvidia Corporation	3.0%	2.7%	1,116,483	+11.5%	$223.4M
JIVEJ P Morgan Exchange Traded F	2.9%	2.0%	2,410,748	+56.8%	$221.7M
SPABSpdr Series Trust	2.6%	3.1%	7,808,136	+0.3%	$199.3M
JEPIJ P Morgan Exchange Traded F	2.6%	3.7%	3,524,615	-16.3%	$199.1M
SCHISchwab Strategic Tr	2.5%	3.0%	8,486,796	+0.4%	$192.1M
BNDVanguard Bd Index Fds	2.3%	2.7%	2,407,074	+0.5%	$176.7M
QQQInvesco Qqq Tr	2.3%	2.0%	237,873	+6.3%	$175.2M
SPLGSpdr Series Trust	2.2%	1.5%	1,912,966	+53.5%	$168.1M
PAVEGlobal X U.s. Infrastructure Development	2.1%	1.3%	2,722,598	+67.4%	$160.4M
GOOGAlphabet Inc	2.1%	1.9%	447,842	+6.0%	$158.2M
IYGIshares Tr	1.8%	1.9%	1,523,347	+3.1%	$137.8M
MSFTMicrosoft Corp	1.8%	1.7%	365,342	+22.3%	$136.3M
IVVIshares Tr	1.8%	1.8%	181,711	+0.8%	$136.1M
JAAAJanus Detroit Str Tr	1.8%	2.1%	2,641,984	-0.0%	$133.4M
TLHIshares Tr	1.8%	2.1%	1,324,932	+0.3%	$133.0M
JEPQJ P Morgan Exchange Traded F	1.7%	1.8%	2,060,239	+0.9%	$126.6M
AMZNAmazon Com Inc	1.6%	1.6%	516,236	+6.9%	$123.0M
IEFIshares Tr	1.5%	1.6%	1,161,082	+4.6%	$109.8M
EMXCIshares Inc	1.4%	1.1%	1,026,995	+9.8%	$105.1M
IEMGIshares Inc	1.3%	1.2%	1,193,345	+6.2%	$98.9M
IGSBIshares Tr	1.2%	1.3%	1,704,771	+9.6%	$89.3M
XLVSelect Sector Spdr Tr	1.1%	1.2%	526,676	+1.1%	$83.6M
XLISelect Sector Spdr Tr	1.1%	1.1%	443,464	+0.3%	$82.1M
JPSTJ P Morgan Exchange Traded F	1.1%	2.1%	1,580,803	-42.4%	$79.9M
JPMJpmorgan Chase & Co	0.9%	0.9%	203,413	+6.6%	$66.6M
CHPXGlobal X Ai Semiconductor & Quantum ETF	0.9%	—	617,631	—	$65.7M
BRK-BBerkshire Hathaway Inc Del	0.9%	0.5%	129,269	+78.2%	$64.7M
VGITVanguard Scottsdale Fds	0.8%	1.0%	1,067,286	+0.6%	$62.9M
HDUSLattice Strategies Tr	0.8%	0.8%	873,672	+6.2%	$62.1M
WMTWalmart Inc	0.8%	1.3%	529,357	-21.1%	$60.0M
XLCSelect Sector Spdr Tr	0.8%	0.9%	543,743	-0.1%	$58.3M
XLYSelect Sector Spdr Tr	0.8%	0.8%	487,601	+0.4%	$57.2M
ISHGIshares Tr	0.7%	—	761,074	—	$56.5M
VCITVanguard Scottsdale Fds	0.7%	0.8%	661,746	+0.2%	$54.7M
VCSHVanguard Scottsdale Fds	0.7%	1.1%	679,419	-23.0%	$53.7M
EUFNIshares Tr	0.7%	0.7%	1,363,978	+6.1%	$53.2M
PYLDPimco ETF Tr	0.7%	0.8%	1,874,759	+0.2%	$49.7M
BBCAJ P Morgan Exchange Traded F	0.6%	0.7%	472,724	+5.1%	$47.0M
IGLBIshares Tr	0.6%	0.7%	917,534	+7.1%	$45.9M
HIGHartford Insurance Group Inc	0.5%	0.6%	313,301	+5.2%	$41.5M
LLYEli Lilly & Co	0.5%	—	32,968	—	$39.5M
ZROZPimco ETF Tr	0.5%	0.6%	557,422	+0.2%	$35.7M
XLESelect Sector Spdr Tr	0.5%	0.6%	661,611	+0.2%	$35.1M

What RiverFront Investment Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.1% /yr; S&P 500 +20.1%
3 years: —
5 years: +2.6% /yr; S&P 500 +7.3%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$7.6B	427
Q1 2026	$6.5B	384
Q4 2025	$6.1B	346
Q3 2025	$5.7B	314
Q2 2025	$5.1B	316
Q1 2025	$4.5B	289
Q4 2024	$4.4B	253
Q3 2024	$4.2B	214
Q2 2024	$3.7B	172
Q1 2024	$3.5B	131
Q1 2023	$2.8B	103
Q4 2022	$440.5M	103

Questions about RiverFront Investment Group, LLC's portfolio

What stocks does RiverFront Investment Group, LLC own?

RiverFront Investment Group, LLC's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 427 positions worth $7.6B. The largest are Ishares Tr (IEFA) at 4.8%, Vaneck ETF Trust (SMH) at 3.8%, Goldman Sachs ETF Tr (GSLC) at 3.5%, Ishares Tr (IYW) at 3.5% and Apple Inc (AAPL) at 3.4%.

What did RiverFront Investment Group, LLC buy last quarter?

In Q2 2026, RiverFront Investment Group, LLC added Berkshire Hathaway Inc Del (BRK-B) (+78.2% shares), Global X U.s. Infrastructure Development (PAVE) (+67.4% shares) and J P Morgan Exchange Traded F (JIVE) (+56.8% shares), compared with its Q1 2026 filing.

What did RiverFront Investment Group, LLC sell last quarter?

In Q2 2026, RiverFront Investment Group, LLC cut from its top 50 Invesco Exch Traded Fd Tr II (CLTL), cut from its top 50 Vaneck ETF Trust (MOTI), cut from its top 50 Palantir Technologies Inc (PLTR), J P Morgan Exchange Traded F (JPST) (-42.4% shares), Vanguard Scottsdale Fds (VCSH) (-23.0% shares) and Walmart Inc (WMT) (-21.1% shares), compared with its Q1 2026 filing.

When is RiverFront Investment Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. RiverFront Investment Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does RiverFront Investment Group, LLC manage?

RiverFront Investment Group, LLC reported $2.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $7.6B.