River'S Edge Wealth Management, Llc Portfolio Stock Holdings
River'S Edge Wealth Management, Llc disclosed 46 stock positions valued at approximately $106.5 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, VANGUARD INDEX FDS, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 46
- Portfolio Value
- $106.5M
Holdings by Sector
River'S Edge Wealth Management, Llc Portfolio Holdings in Q1 2026
45 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHM | Other | 12.00% | 379,814 | +7,332 | +1.97% | $12,788,324 |
| VANGUARD INDEX FDS | VOO | Other | 11.21% | 18,195 | +2,279 | +14.32% | $11,943,661 |
| ISHARES TR | QUAL | Other | 9.72% | 49,940 | +910 | +1.86% | $10,357,478 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 9.52% | 44,717 | -3,729 | -7.70% | $10,143,177 |
| ISHARES TR | IEFA | Other | 7.30% | 81,937 | +1,661 | +2.07% | $7,777,471 |
| ISHARES TR | IGRO | Other | 6.10% | 74,542 | +600 | +0.81% | $6,501,526 |
| ISHARES TR | AGG | Other | 5.69% | 60,871 | +1,946 | +3.30% | $6,062,139 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 4.63% | 44,163 | +1,471 | +3.45% | $4,936,931 |
| ISHARES INC | IEMG | Other | 4.43% | 60,437 | +873 | +1.47% | $4,724,378 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 3.80% | 20,021 | +677 | +3.50% | $4,044,906 |
| VANGUARD INDEX FDS | VNQ | Other | 3.19% | 35,618 | +1,338 | +3.90% | $3,394,439 |
| ISHARES TR | USMV | Other | 2.40% | 27,167 | +261 | +0.97% | $2,555,874 |
| ISHARES TR | IJH | Other | 1.80% | 26,315 | +866 | +3.40% | $1,915,484 |
| FIDELITY COVINGTON TRUST | FENI | Other | 1.47% | 40,063 | +2,502 | +6.66% | $1,563,641 |
| VANGUARD INDEX FDS | VBK | Other | 1.25% | 3,986 | +181 | +4.76% | $1,335,993 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.24% | 26,280 | -1,842 | -6.55% | $1,326,368 |
| ISHARES TR | MUB | Other | 1.08% | 10,693 | -166 | -1.53% | $1,148,065 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 0.97% | 3,187 | +350 | +12.34% | $1,030,082 |
| ISHARES TR | IVV | Other | 0.94% | 1,393 | -3 | -0.21% | $999,330 |
| ISHARES TR | IBDT | Other | 0.81% | 34,071 | +651 | +1.95% | $864,032 |
| ISHARES TR | IBDS | Other | 0.77% | 34,024 | +972 | +2.94% | $825,073 |
| ISHARES TR | IBDR | Other | 0.74% | 32,294 | +92 | +0.29% | $783,134 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.63% | 9,885 | -220 | -2.18% | $673,577 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.61% | 18,212 | -360 | -1.94% | $653,444 |
| ISHARES TR | IBDU | Other | 0.59% | 27,118 | +83 | +0.31% | $632,132 |
| ISHARES TR | IWF | Other | 0.59% | 1,310 | +311 | +31.13% | $627,716 |
| ISHARES TR | IUSB | Other | 0.58% | 13,265 | -812 | -5.77% | $615,487 |
| ISHARES TR | EFAV | Other | 0.44% | 5,105 | -88 | -1.69% | $466,272 |
| ISHARES TR | IBHF | Other | 0.43% | 20,063 | +45 | +0.22% | $458,850 |
| VANGUARD INDEX FDS | VB | Other | 0.43% | 1,616 | -22 | -1.34% | $458,015 |
| ISHARES TR | IWD | Other | 0.41% | 1,930 | -79 | -3.93% | $439,316 |
| ISHARES TR | IBHG | Other | 0.41% | 19,600 | +290 | +1.50% | $435,123 |
| ISHARES TR | ISCG | Other | 0.39% | 6,856 | -49 | -0.71% | $415,036 |
| ISHARES TR | IBHH | Other | 0.38% | 17,294 | +270 | +1.59% | $407,802 |
| ISHARES TR | DGRO | Other | 0.38% | 5,603 | +1,472 | +35.63% | $407,751 |
| ISHARES TR | IBHI | Other | 0.35% | 15,702 | +65 | +0.42% | $369,145 |
| ISHARES TR | IQLT | Other | 0.31% | 6,689 | - | - | $327,710 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.26% | 10,498 | -279 | -2.59% | $276,201 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.26% | 382 | - | - | $272,712 |
| NUSHARES ETF TR | NUEM | Other | 0.23% | 6,050 | -1,029 | -14.54% | $248,001 |
| ISHARES TR | IJR | Other | 0.23% | 1,818 | -67 | -3.55% | $247,812 |
| APPLE INC | AAPL | Technology | 0.22% | 884 | +13 | +1.49% | $239,604 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.21% | 4,421 | -763 | -14.72% | $225,241 |
| ISHARES TR | IBDV | Other | 0.20% | 9,635 | +9,635 | +100.00% | $211,634 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.19% | 1,423 | +1,423 | +100.00% | $203,617 |