RiverTree Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Winter Park, FL
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$167,853
Net value change ($000)
-1,484 (-0.9%)
New positions
11
Sold out positions
14
Turnover %
11.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XDTE 4,470 NEW
QQQI 1,245 20.9%
GDXY 1,141 76.7%
FTSM 1,117 23.4%
SPYI 1,065 14.7%
RSPT 996 NEW
FYX 836 NEW
FTQI 785 20.4%
RDVI 754 14.7%
MTUM 645 NEW
Top Reduces (Value $000, Stocks/ETFs)
FTHI -3,683 -61.0%
UCON -3,367 -100.0%
LMBS -1,438 -22.3%
HYLS -1,246 -100.0%
ONEQ -1,221 -100.0%
AGGH -1,126 -29.6%
AIRR -1,060 -43.3%
SBAR -1,004 -29.6%
PIZ -859 -100.0%
TDVI -744 -100.0%
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