Colonial River Wealth Management, LLC
RIA/Wealth
Colonial River Wealth Management, LLC is a RIA/Wealth based in Midlothian, VA led by Devin J Garofalo, reporting $339.8M in AUM as of Q3 2025 with 36% ETF concentration.
PresidentDevin J Garofalo
- Portfolio Value
- $271.4M
- Positions
- 237
- Top Holding
- NVDA at 6.92%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Colonial River Wealth Management, LLC's portfolio (34.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $18.8M | 6.92% | -$539.2K Sold | 0.00% 100.6K shares | |
Consumer Electronics Technology | $12.0M | 4.41% | -$563.8K Sold | 0.00% 47.0K shares | |
ETF ETF | $11.7M | 4.31% | +$904.7K Bought | — 266.2K shares | |
ETF ETF | $10.9M | 4.00% | +$326.7K Bought | — 98.2K shares | |
Software - Infrastructure Technology | $10.2M | 3.75% | -$638.6K Sold | 0.00% 19.7K shares | |
ETF ETF | $8.1M | 2.98% | +$673.6K Bought | — 66.8K shares | |
Specialty Retail Consumer Cyclical | $6.5M | 2.41% | -$123.2K Sold | 0.00% 29.8K shares | |
Internet Content & Information Communication Services | $6.0M | 2.20% | +$1.2M Bought | 0.00% 8.1K shares | |
Software - Application Technology | $5.9M | 2.17% | +$1.2M Bought | 0.00% 8.2K shares | |
Software - Infrastructure Technology | $4.5M | 1.66% | -$77.2K Sold | 0.00% 24.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Colonial River Wealth Management, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Colonial River Wealth Management, LLC
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