RIVER'S EDGE WEALTH MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
Beaver, PA
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$106,542
Net value change ($000)
+4,085 (4.0%)
New positions
2
Sold out positions
0
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 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)
VOO 1,966 19.7%
SCHM 664 5.5%
QUAL 465 4.7%
VTWO 401 8.8%
IEMG 258 5.8%
IBDV 212 NEW
PLTR 204 NEW
IWF 181 40.5%
VONE 153 17.4%
VNQ 151 4.7%
Top Reduces (Value $000, Stocks/ETFs)
VIG -867 -7.9%
VTEB -104 -7.3%
IGRO -100 -1.5%
IUSB -47 -7.1%
JMST -40 -15.1%
USMV -32 -1.2%
IEFA -32 -0.4%
NUEM -28 -10.1%
MUB -28 -2.4%
VEA -21 -3.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type