RIVER'S EDGE WEALTH MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Beaver, PA
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
44
Total value ($000)
$113,654
Net value change ($000)
+7,112 (6.7%)
New positions
0
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 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)
VOO 1,115 9.3%
SCHM 1,089 8.5%
QUAL 939 9.1%
VIG 926 9.1%
IEFA 705 9.1%
VTWO 552 11.2%
IGRO 528 8.1%
RSP 418 10.3%
VNQ 283 8.3%
FENI 227 14.5%
Top Reduces (Value $000, Stocks/ETFs)
JMST -225 -100.0%
PLTR -204 -100.0%
DGRO -79 -19.4%
IBDR -44 -5.6%
VB -41 -9.0%
IBHF -36 -7.8%
IJH -30 -1.6%
SCHE -28 -4.3%
IUSB -22 -3.6%
IBHI -14 -3.8%
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