RIVER'S EDGE WEALTH MANAGEMENT, LLC

Q3 2026 13F-HR Holdings

Location
Beaver, PA
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$119,268
Net value change ($000)
+5,614 (4.9%)
New positions
6
Sold out positions
1
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 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)
IEMG 1,047 21.2%
IBDV 625 250.0%
VIG 562 5.1%
IUSB 552 93.1%
SPSB 524 NEW
QUAL 514 4.6%
USHY 497 NEW
VOO 460 3.5%
HYD 324 NEW
USMV 269 9.8%
Top Reduces (Value $000, Stocks/ETFs)
AGG -559 -9.0%
VTEB -284 -20.3%
VTWO -275 -5.0%
CALI -209 -100.0%
IJH -110 -5.8%
NUEM -37 -14.8%
ISCG -35 -8.4%
VBK -27 -1.9%
SCHE -26 -4.2%
IJR -25 -9.5%
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