Data as of Q4 2025 (Dec 31, 2025)
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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

โ€ขCIK: 1802013โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

IVW
ISHARES TR
+4.1%
14.2% of portfolio
IVE
ISHARES TR
+2.3%
10.1% of portfolio
BIV
VANGUARD BD INDEX FDS
+8.0%
2.7% of portfolio
VUG
VANGUARD INDEX FDS
+3.8%
5.2% of portfolio
MUB
ISHARES TR
+5.5%
2.1% of portfolio

๐Ÿ“‰ Biggest Sells

IBDR
ISHARES TR
-22.9%
1.2% of portfolio
IBDS
ISHARES TR
-16.1%
1.3% of portfolio
IBDT
ISHARES TR
-15.5%
1.2% of portfolio
VO
VANGUARD INDEX FDS
-6.9%
2.6% of portfolio
IWF
ISHARES TR
-1.7%
4.6% of portfolio

Sector Breakdown

Other80.9%
Technology10.9%
Healthcare3.6%
Financial1.9%
Consumer0.9%
ETF0.7%
Industrial0.6%
Real Estate0.3%

๐Ÿšช Exited Positionssold since Q2 2024

IBDQ
ISHARES TR
SOLD
$2.0M
NKE
NIKE INC
SOLD
$649.7K
TMUS
T-MOBILE US INC
SOLD
$241.4K

Changes from Q2 2024

NEW1 new position
โ†‘28 increased
โ†“25 decreased

Historical Filings

Q3 2024Q2 2024Q1 2024Q4 2023