StockDriftsStockDriftsTop 50 Rivertree Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | 6.99% | 232.3K | $11.7M | -0.09%(-212) | $49.57(+2.06%) | 2026-09-30 | |
| SPYI | NEOS ETF TRUST | 4.96% | 156.5K | $8.3M | +14.49%(+19.81K) | $50.05(+6.98%) | 2026-09-30 | |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | 4.51% | 328.0K | $7.6M | -2.60%(-8.75K) | $24.25(-4.64%) | 2026-09-30 | |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 4.39% | 181.9K | $7.4M | -0.87%(-1.60K) | $26.21(+52.93%) | 2026-09-30 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 4.39% | 78.5K | $7.4M | -0.36%(-284) | $70.26(+40.90%) | 2026-09-30 | |
| QQQI | NEOS ETF TRUST | 4.29% | 129.5K | $7.2M | +23.64%(+24.76K) | $52.19(+3.89%) | 2026-09-30 | |
| DIVO | AMPLIFY ETF TR | 4.25% | 153.4K | $7.1M | -0.76%(-1.18K) | $35.30(+35.31%) | 2026-09-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 4.21% | 188.6K | $7.1M | -1.02%(-1.94K) | $23.76(+58.63%) | 2026-09-30 | |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 3.76% | 166.3K | $6.3M | -1.49%(-2.52K) | $27.22(+40.06%) | 2026-09-30 | |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 3.51% | 211.4K | $5.9M | +20.92%(+36.57K) | $25.53(+10.44%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.33% | +20.22% | +1.51% | +7.79% |
| Top 20 Holdings Unweighted | +7.63% | +24.69% | +2.10% | +10.94% |
Rivertree Advisors LLC reports $167.85M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are JAAA (7.0%), SPYI (5.0%) and BUCK (4.5%). The top 20 holdings account for 70.75% of reported assets. Its disclosed equity book has returned +20.22% on a three-year cumulative basis. Figures reflect the Q3 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 Rivertree Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1872501). View Rivertree Advisors LLC’s 13F filings on SEC