RiverTree Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Winter Park, FL
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$157,890
Net value change ($000)
+1,040 (0.7%)
New positions
4
Sold out positions
6
Turnover %
13.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
PYLD 4,660 612.4%
SBAR 3,108 NEW
UCON 2,530 NEW
RDVY 1,406 699.5%
HYLS 729 106.7%
PWB 723 48.0%
FCVT 717 95.6%
PCY 705 96.0%
BINC 617 NEW
EEM 510 64.1%
Top Reduces (Value $000, Stocks/ETFs)
FTSL -8,309 -100.0%
CDX -2,885 -100.0%
LMBS -1,564 -18.3%
MINT -1,514 -39.1%
XLG -1,293 -100.0%
FLOT -706 -100.0%
FSIG -694 -100.0%
TDVI -671 -44.8%
FTSM -595 -6.9%
BIL -584 -39.4%
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