RiverTree Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Winter Park, FL
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$169,337
Net value change ($000)
+11,447 (7.2%)
New positions
15
Sold out positions
2
Turnover %
8.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AGGH 3,802 NEW
CHPY 2,323 NEW
GDXY 1,488 NEW
FGD 1,480 NEW
FTGS 1,381 28.4%
QQQI 1,313 28.3%
ACWI 1,286 168.8%
RDVI 1,227 31.4%
FTHI 1,189 24.5%
FLUD 1,011 NEW
Top Reduces (Value $000, Stocks/ETFs)
FTSM -3,267 -40.6%
IGLD -2,493 -86.8%
CSHI -1,266 -79.8%
YMAG -1,199 -100.0%
ETW -968 -24.7%
AMLP -747 -30.4%
LMBS -510 -7.3%
MINT -466 -19.8%
BINC -390 -63.2%
PYLD -334 -6.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type