RIVER'S EDGE WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Beaver, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 106,542
- 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 |
|---|---|---|---|---|---|
| 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 | 2.008 K | 1.9% | 0 | 50.81 K | -50.81 K |
| ETFs | 100.4 K | 94.2% | 55.32 K | 0 | 55.32 K |
| Debt | 4.123 K | 3.9% | 240 | 0 | 240 |
| Other | 0 | 0.0% | 0 | 662 | -662 |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
106,542
Holdings
46
QoQ value change ($000)
4,085
(4.0%)
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.