Q3 2026 13F · SEC CIK 2109861

River's Edge Wealth Management, LLC

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $119.3M
Reported positions: 49
Holdings vs S&P 500, 3 yrs: —
Assets under management: $157.1M

River's Edge Wealth Management, LLC is a wealth manager that reported 49 positions worth $119.3M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Schwab Strategic Tr (SCHM, 11.8%), Vanguard Index Fds (VOO, 11.3%), Ishares Tr (QUAL, 9.9%).

River's Edge Wealth Management, LLC holdings all 49 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

River's Edge Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SCHMSchwab Strategic Tr	11.8%	12.2%	410,425	+4.6%	$14.0M
VOOVanguard Index Fds	11.3%	11.5%	19,269	+2.4%	$13.5M
QUALIshares Tr	9.9%	9.9%	52,505	+2.2%	$11.8M
VIGVanguard Specialized Funds	9.8%	9.7%	48,106	+3.2%	$11.6M
IEFAIshares Tr	7.3%	7.5%	90,642	+4.2%	$8.7M
IGROIshares Tr	6.0%	6.2%	79,327	+1.8%	$7.2M
IEMGIshares Inc	5.0%	4.3%	77,999	+25.7%	$6.0M
AGGIshares Tr	4.8%	5.5%	59,499	-6.3%	$5.7M
VTWOVanguard Scottsdale Fds	4.4%	4.8%	47,723	+4.0%	$5.2M
RSPInvesco Exchange Traded Fd T	3.9%	3.9%	21,739	+3.7%	$4.7M
VNQVanguard Index Fds	3.1%	3.2%	39,935	+6.3%	$3.7M
USMVIshares Tr	2.5%	2.4%	29,838	+4.2%	$3.0M
FENIFidelity Covington Trust	1.7%	1.6%	49,806	+12.3%	$2.0M
IJHIshares Tr	1.5%	1.7%	24,534	-1.6%	$1.8M
VBKVanguard Index Fds	1.2%	1.3%	4,283	+5.3%	$1.4M
MUBIshares Tr	1.1%	1.0%	13,346	+24.5%	$1.4M
IUSBIshares Tr	1.0%	0.5%	25,749	+98.8%	$1.1M
VTEBVanguard Mun Bd Fds	0.9%	1.2%	23,226	-16.6%	$1.1M
VONEVanguard Scottsdale Fds	0.9%	1.0%	3,202	+0.5%	$1.1M
IVVIshares Tr	0.9%	0.9%	1,389	+1.6%	$1.1M
IBDVIshares Tr	0.7%	0.2%	41,197	+257.1%	$875K
IBDTIshares Ibonds Dec 2028 Term Corporate E	0.7%	0.8%	34,141	-1.2%	$853K
IBDSIshares Tr	0.7%	0.7%	33,355	-1.6%	$804K
IBDRIshares Tr	0.6%	0.7%	30,628	+0.4%	$741K
VEAVanguard Ftse Developed Markets Index Fu	0.6%	0.6%	9,586	-1.6%	$666K
IBDUIshares Tr	0.6%	0.6%	29,123	+3.6%	$662K
IWFIshares Tr	0.5%	0.5%	5,006	+0.1%	$608K
SCHESchwab Strategic Tr	0.5%	0.6%	16,791	-2.3%	$599K
SPSBSpdr Series Trust	0.4%	New	17,683	—	$524K
USHYiShares Broad USD High Yield Corporate B	0.4%	New	13,999	—	$497K
IWDIshares Tr	0.4%	0.4%	1,917	-0.7%	$490K
EFAVIshares Tr	0.4%	0.4%	5,009	-3.1%	$473K
IBHFIshares Ibonds 2026 Term High Yield and	0.4%	0.4%	18,785	+0.2%	$423K
IBHGIshares Tr	0.4%	0.4%	19,311	-2.1%	$420K
VBVanguard Index Fds	0.3%	0.4%	1,404	-0.1%	$399K
IBHHIshares Tr	0.3%	0.4%	17,028	-2.2%	$393K
ISCGIshares Tr	0.3%	0.4%	6,420	-2.7%	$384K
IBHIIshares Tr	0.3%	0.3%	15,317	+0.6%	$349K
IQLTIshares Tr	0.3%	0.3%	6,790	+0.0%	$341K
HYDVaneck ETF Trust	0.3%	New	6,638	—	$324K
DGROIshares Tr	0.3%	0.3%	4,055	-5.7%	$320K
AAPLApple Inc	0.3%	0.3%	927	+3.2%	$318K
SPYState Str Spdr S&p 500 ETF T	0.2%	0.3%	378	-1.3%	$288K
SCHFSchwab Strategic Tr	0.2%	0.3%	10,414	-0.1%	$280K
PLTRPalantir Technologies Inc	0.2%	New	1,425	—	$265K
IJRIshares Tr	0.2%	0.2%	1,756	-2.8%	$239K
JMSTJ P Morgan Exchange Traded F	0.2%	New	4,222	—	$214K
NUEMNushares ETF Tr	0.2%	0.2%	5,353	-11.9%	$213K
PGProcter & Gamble Co	0.2%	New	1,276	—	$203K

What River's Edge Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$119.3M	49
Q2 2026	$113.7M	44
Q1 2026	$106.5M	46
Q4 2025	$102.5M	44

Questions about River's Edge Wealth Management, LLC's portfolio

What stocks does River's Edge Wealth Management, LLC own?

River's Edge Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 49 positions worth $119.3M. The largest are Schwab Strategic Tr (SCHM) at 11.8%, Vanguard Index Fds (VOO) at 11.3%, Ishares Tr (QUAL) at 9.9%, Vanguard Specialized Funds (VIG) at 9.8% and Ishares Tr (IEFA) at 7.3%.

What did River's Edge Wealth Management, LLC buy last quarter?

In Q3 2026, River's Edge Wealth Management, LLC added a new position in Spdr Series Trust (SPSB), a new position in iShares Broad USD High Yield Corporate B (USHY), a new position in Vaneck ETF Trust (HYD), a new position in Palantir Technologies Inc (PLTR), a new position in J P Morgan Exchange Traded F (JMST), Ishares Tr (IBDV) (+257.1% shares), Ishares Tr (IUSB) (+98.8% shares) and Ishares Inc (IEMG) (+25.7% shares), compared with its Q2 2026 filing.

What did River's Edge Wealth Management, LLC sell last quarter?

In Q3 2026, River's Edge Wealth Management, LLC sold all of Blackrock ETF Trust II (CALI), Vanguard Mun Bd Fds (VTEB) (-16.6% shares), Nushares ETF Tr (NUEM) (-11.9% shares) and Ishares Tr (AGG) (-6.3% shares), compared with its Q2 2026 filing.

When is River's Edge Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. River's Edge Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does River's Edge Wealth Management, LLC manage?

River's Edge Wealth Management, LLC reported $157.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $119.3M.