RIVER'S EDGE WEALTH MANAGEMENT, LLC

Est. AUM

$106.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US MID-CAP ETF	$12.8M	379814	12.00%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.9M	18195	11.21%	SOLE
3	ISHARES TR	MSCI USA QLT FCT	$10.4M	49940	9.72%	SOLE
4	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$10.1M	44717	9.52%	SOLE
5	ISHARES TR	CORE MSCI EAFE	$7.8M	81937	7.30%	SOLE
6	ISHARES TR	INTL DIV GRWTH	$6.5M	74542	6.10%	SOLE
7	ISHARES TR	CORE US AGGBD ET	$6.1M	60871	5.69%	SOLE
8	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$4.9M	44163	4.63%	SOLE
9	ISHARES INC	CORE MSCI EMKT	$4.7M	60437	4.43%	SOLE
10	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$4.0M	20021	3.80%	SOLE
11	VANGUARD INDEX FDS	REAL ESTATE ETF	$3.4M	35618	3.19%	SOLE
12	ISHARES TR	MSCI USA MIN VOL	$2.6M	27167	2.40%	SOLE
13	ISHARES TR	CORE S&P MCP ETF	$1.9M	26315	1.80%	SOLE
14	FIDELITY COVINGTON TRUST	ENHANCED INTL	$1.6M	40063	1.47%	SOLE
15	VANGUARD INDEX FDS	SML CP GRW ETF	$1.3M	3986	1.25%	SOLE
16	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.3M	26280	1.24%	SOLE
17	ISHARES TR	NATIONAL MUN ETF	$1.1M	10693	1.08%	SOLE
18	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$1.0M	3187	0.97%	SOLE
19	ISHARES TR	CORE S&P500 ETF	$999K	1393	0.94%	SOLE
20	ISHARES TR	IBDS DEC28 ETF	$864K	34071	0.81%	SOLE
21	ISHARES TR	IBONDS 27 ETF	$825K	34024	0.77%	SOLE
22	ISHARES TR	IBONDS DEC2026	$783K	32294	0.73%	SOLE
23	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$674K	9885	0.63%	SOLE
24	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$653K	18212	0.61%	SOLE
25	ISHARES TR	IBONDS DEC 29	$632K	27118	0.59%	SOLE
26	ISHARES TR	RUS 1000 GRW ETF	$628K	1310	0.59%	SOLE
27	ISHARES TR	CORE UNIVRSL USD	$615K	13265	0.58%	SOLE
28	ISHARES TR	MSCI EAFE MIN VL	$466K	5105	0.44%	SOLE
29	ISHARES TR	IBONDS 2026 TERM	$459K	20063	0.43%	SOLE
30	VANGUARD INDEX FDS	SMALL CP ETF	$458K	1616	0.43%	SOLE
31	ISHARES TR	RUS 1000 VAL ETF	$439K	1930	0.41%	SOLE
32	ISHARES TR	IBONDS 2027 TERM	$435K	19600	0.41%	SOLE
33	ISHARES TR	MRGSTR SM CP GR	$415K	6856	0.39%	SOLE
34	ISHARES TR	CORE DIV GRWTH	$408K	5603	0.38%	SOLE
35	ISHARES TR	IBONDS 28 TR HI	$408K	17294	0.38%	SOLE
36	ISHARES TR	IBONDS 29 TR HI	$369K	15702	0.35%	SOLE
37	ISHARES TR	MSCI INTL QUALTY	$328K	6689	0.31%	SOLE
38	SCHWAB STRATEGIC TR	INTL EQTY ETF	$276K	10498	0.26%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$273K	382	0.26%	SOLE
40	ISHARES TR	CORE S&P SCP ETF	$248K	1818	0.23%	SOLE
41	NUSHARES ETF TR	NUVEEN ESG EMRGN	$248K	6050	0.23%	SOLE
42	APPLE INC	COM	$240K	884	0.23%	SOLE
43	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$225K	4421	0.21%	SOLE
44	ISHARES TR	IBONDS DEC 2030	$212K	9635	0.20%	SOLE
45	BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$209K	4128	0.20%	SOLE
46	PALANTIR TECHNOLOGIES INC	CL A	$204K	1423	0.19%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.