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Showing Q3 2024 data
Platte River Wealth Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Platte River Wealth Advisors, LLC
โขCIK: 1802013โขFiling: Q3 2024
**Platte River Wealth Advisors, LLC** manages $373M across a portfolio of 92 positions, exhibiting a clear focus on diversified, large-cap equity exposure. The fund's top holdings reveal significant allocations to broad market and sector ETFs, notably IVW ($52.8M), IVE ($37.5M), and VTV ($31.0M). Further concentration is evident in technology and growth names, with substantial positions in VUG ($19.4M), IWF ($17.3M), and AAPL ($15.0M). This structure suggests a tactical approach balancing broad market capture with targeted exposure to established growth leaders.
Total AUM
$372.6M
QoQ Performance
+4.5%
Positions
60
Top 10 Concentration
58.0%
Latest Filing
Q3 2024
Top Holdings Allocation
IVW
IVE
VTV
VUG
IVW14.2%
IVE10.1%
VTV8.3%
VUG5.2%
IWF4.6%
AAPL4.0%
NDQ3.5%
BIV2.7%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other80.9%
Technology10.9%
Healthcare3.6%
Financial1.9%
Consumer0.9%
ETF0.7%
Industrial0.6%
Real Estate0.3%
๐ช Exited Positionssold since Q2 2024
Changes from Q2 2024
NEW1 new position
โ28 increased
โ25 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023