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 $200 Billions or more
