Colonial River Investments, LLC
•CIK: 1845859•Filing: Q4 2025
**Colonial River Wealth Management, LLC** manages $281M across a diversified portfolio of 228 positions. The fund exhibits significant concentration in technology and growth names, highlighted by a $20.1M holding in NVDA and $13.4M in AAPL. Further notable allocations include $12.6M in CGGR, $11.8M in RWL, and $10.8M in MSFT. This positioning suggests a conviction in market leaders within the technology and specialized sector ecosystems.
Total AUM
$280.6M
QoQ Performance
+3.5%
Positions
189
Top 10 Concentration
38.2%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA7.2%
AAPL4.8%
CGGR4.5%
RWL4.2%
MSFT3.8%
QVML3.0%
SPMO2.9%
AMZN2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.7%
Technology25.6%
Consumer6.8%
Financial3.5%
Healthcare2.3%
Communication1.2%
Energy1.2%
Industrial1.1%
🚪 Exited Positionssold since Q3 2025
+39 more exited positions
Changes from Q3 2025
NEW8 new positions
↑107 increased
↓85 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023