DOSSIER · 13F-HR · Q3 2026

RIVER'S EDGE WEALTH MANAGEMENT, LLC

$119M in tracked AUM across 49 positions as of Q3 2026.

RE
CIK 0002109861 · last filed Sep 30, 2026
Total AUM
$119M
as of Q3 2026
Holdings
49
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

RIVER'S EDGE WEALTH MANAGEMENT, 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
SCHM
SCHWAB STRATEGIC TR
$14M410K11.8%
02
VOO
VANGUARD INDEX FDS
$14M19K11.3%
03
QUAL
ISHARES TR
$12M53K9.9%
04
VIG
VANGUARD SPECIALIZED FUNDS
$12M48K9.8%
05
IEFA
ISHARES TR
$9M91K7.3%
06
IGRO
ISHARES TR
$7M79K6.0%
07
IEMG
ISHARES INC
$6M78K5.0%
08
AGG
ISHARES TR
$6M59K4.8%
09
VTWO
VANGUARD SCOTTSDALE FDS
$5M48K4.4%
10
RSP
INVESCO EXCHANGE TRADED FD T
$5M22K3.9%

Filing history

2026Q3Sep 30
$119M▲ 4.9%
49 positionsView →
2026Q2Jun 30
$114M▲ 6.7%
44 positionsView →
2026Q1Mar 31
$107M▲ 4.0%
46 positionsView →
2025Q4Dec 31
$102M—
44 positionsView →