RiverTree Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Winter Park, FL
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$156,850
Net value change ($000)
+851 (0.5%)
New positions
11
Sold out positions
5
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CSHI 1,736 NEW
PWB 1,507 NEW
ONEQ 1,476 NEW
LMBS 1,357 18.9%
XLG 1,293 NEW
FTSM 1,272 17.3%
EEM 796 NEW
PYLD 761 NEW
PCY 734 NEW
FSIG 694 NEW
Top Reduces (Value $000, Stocks/ETFs)
FTC -1,630 -70.8%
MINT -1,610 -29.4%
HIPS -1,431 -79.6%
FEX -1,395 -100.0%
QQQH -1,259 -100.0%
BIL -1,122 -43.1%
CDX -1,101 -27.6%
EDIV -951 -54.0%
FLOT -865 -55.1%
HYLS -861 -55.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type