RIVER'S EDGE WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Beaver, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 113,654
- 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 | 7/16/2026 | 44 | 113,654 | 13F-HR | RIVER'S EDGE WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/27/2026 | 46 | 106,542 | 13F-HR | RIVER'S EDGE WEALTH MANAGEMENT, LLC |
| Q4 2025 | 2/17/2026 | 44 | 102,457 | 13F-HR | RIVER'S EDGE WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.085 K | 1.8% | 77 | 0 | 77 |
| ETFs | 108.4 K | 95.3% | 7.94 K | 0 | 7.94 K |
| Debt | 3.22 K | 2.8% | 0 | 903 | -903 |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
113,654
Holdings
44
QoQ value change ($000)
7,112
(6.7%)
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.