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RiverTree Advisors 13F Portfolio

Portfolio Manager
RiverTree Advisors, LLC
Performance
+4.40% (2026 Q2)
AUM (13F)
$169.34M
# of Holdings
72
Performance Rank
Allocation (Top 20)
70.01%
Latest filing
Q2 2026

RiverTree Advisors, LLC Holdings Map

Top 50 RiverTree Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JAAA
JANUS DETROIT STR TR
6.93%232.5K$11.7M
-0.33%(-771)
2025-Q2: 231.9K shares2025-Q3: 235.1K shares2025-Q4: 242.3K shares2026-Q1: 233.3K shares2026-Q2: 232.5K shares
$49.57(+2.03%)
2026-06-30
BUCK
SIMPLIFY EXCHANGE TRADED FUN
4.66%336.7K$7.9M
+8.18%(+25.47K)
2025-Q2: 307.0K shares2025-Q3: 307.0K shares2025-Q4: 315.0K shares2026-Q1: 311.3K shares2026-Q2: 336.7K shares
$24.25(-3.65%)
2026-06-30
FTCS
FIRST TR EXCHANGE-TRADED FD
4.37%78.8K$7.4M
+0.41%(+324)
2025-Q2: 78.8K shares2025-Q3: 78.6K shares2025-Q4: 78.6K shares2026-Q1: 78.5K shares2026-Q2: 78.8K shares
$70.26(+43.39%)
2026-06-30
SPYI
NEOS ETF TRUST
4.29%136.7K$7.3M
+7.03%(+8.98K)
2025-Q2: 103.2K shares2025-Q3: 114.5K shares2025-Q4: 111.3K shares2026-Q1: 127.7K shares2026-Q2: 136.7K shares
$49.60(+9.28%)
2026-06-30
BUFQ
FIRST TR EXCHNG TRADED FD VI
4.26%183.5K$7.2M
-2.70%(-5.10K)
2025-Q2: 186.9K shares2025-Q3: 188.3K shares2025-Q4: 189.8K shares2026-Q1: 188.6K shares2026-Q2: 183.5K shares
$26.21(+50.79%)
2026-06-30
DIVO
AMPLIFY ETF TR
4.17%154.6K$7.1M
+4.71%(+6.95K)
2025-Q2: 148.9K shares2025-Q3: 148.5K shares2025-Q4: 148.1K shares2026-Q1: 147.6K shares2026-Q2: 154.6K shares
$35.30(+36.78%)
2026-06-30
BUFR
FIRST TR EXCHNG TRADED FD VI
4.11%190.5K$7.0M
-1.99%(-3.87K)
2025-Q2: 201.2K shares2025-Q3: 196.0K shares2025-Q4: 197.5K shares2026-Q1: 194.4K shares2026-Q2: 190.5K shares
$23.76(+57.12%)
2026-06-30
LMBS
FIRST TR EXCHANGE-TRADED FD
3.81%129.8K$6.5M
-7.26%(-10.16K)
2025-Q2: 103.3K shares2025-Q3: 144.1K shares2025-Q4: 170.7K shares2026-Q1: 139.9K shares2026-Q2: 129.8K shares
$48.54(+2.16%)
2026-06-30
FTGS
FIRST TR EXCHANGE-TRADED FD
3.69%168.8K$6.2M
+18.13%(+25.92K)
2025-Q2: 141.6K shares2025-Q3: 140.9K shares2025-Q4: 144.3K shares2026-Q1: 142.9K shares2026-Q2: 168.8K shares
$27.22(+46.93%)
2026-06-30
FTHI
FIRST TR EXCHANGE TRADED FD
3.57%253.2K$6.0M
+19.80%(+41.85K)
2025-Q2: 201.0K shares2025-Q3: 198.1K shares2025-Q4: 195.6K shares2026-Q1: 211.4K shares2026-Q2: 253.2K shares
$22.40(+7.16%)
2026-06-30

About RiverTree Advisors, LLCโ€™s portfolio

RiverTree Advisors, LLC reports $169.34M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are JAAA (6.9%), BUCK (4.7%) and FTCS (4.4%). The top 20 holdings account for 70.01% of reported assets. Its disclosed equity book has returned +19.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
JAAA โ€” 7.2% ($11.74M)BUCK โ€” 4.8% ($7.89M)FTCS โ€” 4.5% ($7.40M)SPYI โ€” 4.5% ($7.26M)BUFQ โ€” 4.4% ($7.21M)DIVO โ€” 4.3% ($7.06M)BUFR โ€” 4.3% ($6.96M)LMBS โ€” 4.0% ($6.46M)FTGS โ€” 3.8% ($6.25M)FTHI โ€” 3.7% ($6.04M)Other โ€” 54.4% ($88.69M)
46%in top 10
  • JAAA7.2%
  • BUCK4.8%
  • FTCS4.5%
  • SPYI4.5%
  • BUFQ4.4%
  • DIVO4.3%
  • BUFR4.3%
  • LMBS4.0%
  • FTGS3.8%
  • FTHI3.7%
  • Other54.4%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
5
CHPYTIDAL TRUST II1.4%
GDXYTIDAL TRUST II0.9%
FGDFIRST TR EXCHANGE-TRADED FD0.9%
FLUDFRANKLIN TEMPLETON ETF TR0.6%
+1 opened
Added to
19
ACWIISHARES TR+136.9%
FTHIFIRST TR EXCHANGE TRADED FD+19.8%
FTGSFIRST TR EXCHANGE-TRADED FD+18.1%
IDMOINVESCO EXCH TRADED FD TR II+148.8%
+15 more
Trimmed
24
FTSMFIRST TR EXCHANGE-TRADED FD-40.6%
ETWEATON VANCE TAX-MANAGED GLOB-31.5%
AMLPALPS ETF TR-29.3%
PWBINVESCO EXCHANGE TRADED FD T-18.8%
+20 more

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Source filings

Holdings on this page are parsed from RiverTree Advisors, LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1872501). View RiverTree Advisors, LLCโ€™s 13F filings on SEC

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