13F Insight
DOSSIER · 13F-HR · Q3 2026

River Street Advisors LLC

$324M in tracked AUM across 252 positions as of Q3 2026.

RS
CIK 0001964897 · last filed Sep 30, 2026
Total AUM
$324M
as of Q3 2026
Holdings
252
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

River Street Advisors LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
MFSI
MFS ACTIVE EXCHANGE TRADED F
$24M732K7.4%02
IJH
ISHARES TR
$16M227K5.0%03
NVDA
NVIDIA CORPORATION
$14M60K4.3%04
AAPL
APPLE INC
$11M33K3.4%05
SPYM
SPDR SERIES TRUST
$11M117K3.3%06
MSFT
MICROSOFT CORP
$10M19K2.9%07
VEA
VANGUARD TAX-MANAGED FDS
$8M118K2.6%08
AVGO
BROADCOM INC
$8M23K2.5%09
GOOGL
ALPHABET INC
$8M23K2.5%10
BSCR
INVESCO EXCH TRD SLF IDX FD
$7M364K2.2%

Filing history

2026Q3Sep 30
$324M▼ 4.5%
252 positionsView →2026Q2Jun 30
$340M▲ 14.7%
255 positionsView →2026Q1Mar 31
$296M▲ 10.9%
248 positionsView →2025Q4Dec 31
$267M▲ 3.5%
244 positionsView →2025Q3Sep 30
$258M▲ 11.1%
241 positionsLocked2025Q2Jun 30
$232M▲ 15.0%
240 positionsLocked2025Q1Mar 31
$202M▲ 3.3%
221 positionsLocked2024Q4Dec 31
$196M▲ 6.1%
217 positionsLocked2024Q3Sep 30
$184M▲ 13.2%
227 positionsLocked2024Q2Jun 30
$163M▲ 9.9%
222 positionsLocked2024Q1Mar 31
$148M▲ 18.2%
243 positionsLocked2023Q4Dec 31
$125M▲ 18.3%
232 positionsLocked
Showing 12 of 16