§ 13F · FUND PROFILE
RIVER'S EDGE WEALTH MANAGEMENT, LLC.
AUM · $114M (13F)Positions · 44Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHM | SCHWAB STRATEGIC TR | 392K | $14M | 12.2% | +3% |
| 2 | VOO | VANGUARD INDEX FDS | 19K | $13M | 11.5% | +3% |
| 3 | QUAL | ISHARES TR | 51K | $11M | 9.9% | +3% |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 47K | $11M | 9.7% | +4% |
| 5 | IEFA | ISHARES TR | 87K | $8M | 7.5% | +6% |
| 6 | IGRO | ISHARES TR | 78K | $7M | 6.2% | +5% |
| 7 | AGG | ISHARES TR | 64K | $6M | 5.5% | +4% |
| 8 | VTWO | VANGUARD SCOTTSDALE FDS | 46K | $5M | 4.8% | +4% |
| 9 | IEMG | ISHARES INC | 62K | $5M | 4.3% | +3% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 21K | $4M | 3.9% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIVER'S SIGNAL
AC read
RIVER'S EDGE WEALTH MANAGEMENT, LLC is a Other fund managing $114 million in assets. The fund runs a portfolio of 44 positions.
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