RIVER'S EDGE WEALTH MANAGEMENT, LLC
CIK 0002109861 · BEAVER, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$113.7M
2026 Q2
Positions
44
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
75.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SCHM
SCHWAB STRATEGIC TR
12.2%
VOO
VANGUARD INDEX FDS
11.5%
QUAL
ISHARES TR
9.9%
VIG
VANGUARD SPECIALIZED FUNDS
9.7%
IEFA
ISHARES TR
7.5%
IGRO
ISHARES TR
6.2%
AGG
ISHARES TR
5.5%
VTWO
VANGUARD SCOTTSDALE FDS
4.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.