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CIK: 0002109861
Total reported value
$119.3M
$119.3M
44 檔
48.4%
The Q2 2026 SEC filing reveals that River's Edge Wealth Management, LLC held a total portfolio value of $119.3M, covering 44 public equity positions.
In Q2 2026, River's Edge Wealth Management, LLC displayed an active expansion posture, initiating 0 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 12.21% | -0.45% | +3.27% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.49% | -0.15% | +3.45% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 9.94% | -0.04% | +2.91% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 9.74% | +0.01% | +4.29% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.46% | -0.12% | +6.13% | |
| 6 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 6.19% | -0.15% | +4.57% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.48% | -0.72% | +4.35% | |
| 8 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 4.83% | -0.46% | +3.93% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.35% | +0.67% | +2.65% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.93% | -0.03% | +4.68% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.23% | -0.16% | +5.48% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.42% | +0.11% | +5.44% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.66% | -0.17% | -5.29% | |
| 14 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 1.58% | +0.08% | +10.66% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.25% | -0.08% | +2.06% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.23% | -0.30% | +5.99% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.01% | +0.14% | +0.25% | |
| 18 | VONE | Vanguard Russell 1000 | ETF-Other | 0.96% | -0.03% | -0.03% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | -0.02% | -1.87% | |
| 20 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.77% | -0.05% | +1.45% | |
| 21 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.72% | -0.05% | -0.38% | |
| 22 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.65% | -0.03% | -5.50% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.61% | -0.05% | -1.48% | |
| 24 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.57% | -0.01% | +3.67% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.55% | -0.05% | -5.58% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.54% | -0.03% | +281.83% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.52% | +0.44% | -2.34% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.42% | -0.01% | +0.05% | |
| 29 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.41% | -0.01% | +1.23% | |
| 30 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 0.38% | -0.03% | +0.61% | |
| 31 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 0.37% | -0.02% | -6.55% | |
| 32 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.37% | -0.05% | -3.72% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.37% | -0.04% | -13.06% | |
| 34 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 0.36% | -0.03% | +0.67% | |
| 35 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-Other | 0.31% | -0.02% | -3.02% | |
| 36 | IQLT | Ishares Msci International Q | ETF-Other | 0.30% | -0.01% | +1.51% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.29% | -0.02% | -23.29% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.26% | +0.01% | +1.58% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | -0.01% | +0.26% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.25% | -0.01% | -0.69% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.23% | -0.03% | -0.61% | |
| 42 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.22% | +0.51% | +19.75% | |
| 43 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.22% | -0.04% | +0.38% | |
| 44 | CALI | Ishrs Sh-trm Ca Muni Act ETF | ETF-Other | 0.18% | -0.18% | EXIT |
According to official SEC Form 13F filings, River's Edge Wealth Management, LLC reported a total U.S. public equity portfolio value of $119.3M across 44 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHM, VOO, QUAL) accounted for 48.4% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
JMST
前期市值: $225.2K
During Q2 2026, River's Edge Wealth Management, LLC's top holdings by market value included SCHM (12.2%)、VOO (11.5%)、QUAL (9.9%). The largest single position, SCHM, represented 12.2% of total portfolio value.
In Q2 2026, River's Edge Wealth Management, LLC made 46 total portfolio adjustments, initiating 0 new buys, adding to 29 positions, trimming 15 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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