RiverTree Advisors, LLC

All 13F Filings

Location
Winter Park, FL
Most recent 13F
Q2 2026
Holdings value ($000)
169,337
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/22/2026 72 169,337 13F-HR RiverTree Advisors, LLC
Q1 2026 4/20/2026 60 157,890 13F-HR RiverTree Advisors, LLC
Q4 2025 1/15/2026 61 156,850 13F-HR RiverTree Advisors, LLC
Q3 2025 11/4/2025 55 155,999 13F-HR RiverTree Advisors, LLC
Q2 2025 7/23/2025 54 148,938 13F-HR RiverTree Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 63.89 K 37.7% 0 16.2 K -16.2 K
ETFs 105.4 K 62.3% 30.83 K 0 30.83 K
Debt 0 0.0% 0 3.192 K -3.192 K
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Fund Snapshot

Q2 2026
Latest filed
7/22/2026
Total value ($000)
169,337
Holdings
72
QoQ value change ($000)
11,447 (7.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.