StockDriftsStockDriftsTop 44 River's Edge Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | 12.21% | 392.2K | $13.9M | +3.27%(+12.42K) | $29.98(+20.16%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 11.49% | 18.8K | $13.1M | +3.45%(+628) | $619.33(+14.81%) | 2026-06-30 | |
| QUAL | ISHARES TR | 9.94% | 51.4K | $11.3M | +2.91%(+1.45K) | $196.72(+15.02%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 9.74% | 46.6K | $11.1M | +4.29%(+1.92K) | $218.03(+13.11%) | 2026-06-30 | |
| IEFA | ISHARES TR | 7.46% | 87.0K | $8.5M | +6.13%(+5.02K) | $88.63(+14.00%) | 2026-06-30 | |
| IGRO | ISHARES TR | 6.19% | 77.9K | $7.0M | +4.57%(+3.40K) | $81.39(+14.18%) | 2026-06-30 | |
| AGG | ISHARES TR | 5.48% | 63.5K | $6.2M | +4.35%(+2.65K) | $100.01(-2.59%) | 2026-06-30 | |
| VTWO | VANGUARD SCOTTSDALE FDS | 4.83% | 45.9K | $5.5M | +3.93%(+1.74K) | $99.10(+22.82%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.35% | 62.0K | $4.9M | +2.65%(+1.60K) | $66.82(+20.06%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.93% | 21.0K | $4.5M | +4.68%(+937) | $191.10(+15.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.89% |
River's Edge Wealth Management LLC reports $113.65M in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are SCHM (12.2%), VOO (11.5%) and QUAL (9.9%). The top 20 holdings account for 90.64% of reported assets. Its disclosed equity book has returned +11.37% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from River's Edge Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109861). View River's Edge Wealth Management LLC’s 13F filings on SEC