DOSSIER · 13F-HR · Q2 2026

RIVER'S EDGE WEALTH MANAGEMENT, LLC

$114M in tracked AUM across 44 positions as of Q2 2026.

RE
CIK 0002109861 · last filed Jun 30, 2026
Total AUM
$114M
as of Q2 2026
Holdings
44
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

RIVER'S EDGE WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHM
SCHWAB STRATEGIC TR
$14M392K12.2%
02
VOO
VANGUARD INDEX FDS
$13M19K11.5%
03
QUAL
ISHARES TR
$11M51K9.9%
04
VIG
VANGUARD SPECIALIZED FUNDS
$11M47K9.7%
05
IEFA
ISHARES TR
$8M87K7.5%
06
IGRO
ISHARES TR
$7M78K6.2%
07
AGG
ISHARES TR
$6M64K5.5%
08
VTWO
VANGUARD SCOTTSDALE FDS
$5M46K4.8%
09
IEMG
ISHARES INC
$5M62K4.3%
10
RSP
INVESCO EXCHANGE TRADED FD T
$4M21K3.9%

Filing history

2026Q2Jun 30
$114M 6.7%
44 positionsView →
2026Q1Mar 31
$107M 4.0%
46 positionsView →
2025Q4Dec 31
$102M
44 positionsView →