Rivertree Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Rivertree Advisors, Llc disclosed 70 stock positions valued at approximately $167.85M as of quarter-end September 30, 2026. The largest holdings include JANUS DETROIT STR TR, NEOS ETF TRUST, and SIMPLIFY EXCHANGE TRADED FUN.
- Report Period
- September 30, 2026
- No. of Stocks
- 70
- Portfolio Value
- $167.85M
Holdings by Sector
Rivertree Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| JANUS DETROIT STR TR | JAAA | Other | 6.99% | 232,317 | -212 | -0.09% | $11,725,017 |
| NEOS ETF TRUST | SPYI | Other | 4.96% | 156,508 | +19,809 | +14.49% | $8,321,507 |
| SIMPLIFY EXCHANGE TRADED FUN | BUCK | Other | 4.51% | 327,984 | -8,750 | -2.60% | $7,569,871 |
| FIRST TR EXCHNG TRADED FD VI | BUFQ | Other | 4.39% | 181,885 | -1,602 | -0.87% | $7,369,980 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 4.39% | 78,509 | -284 | -0.36% | $7,368,070 |
| NEOS ETF TRUST | QQQI | Other | 4.29% | 129,488 | +24,759 | +23.64% | $7,193,078 |
| AMPLIFY ETF TR | DIVO | Other | 4.25% | 153,393 | -1,181 | -0.76% | $7,131,241 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 4.21% | 188,611 | -1,937 | -1.02% | $7,067,254 |
| FIRST TR EXCHANGE-TRADED FD | FTGS | Other | 3.76% | 166,315 | -2,515 | -1.49% | $6,306,665 |
| FIRST TR EXCHANGE-TRADED FD | RDVI | Other | 3.51% | 211,376 | +36,567 | +20.92% | $5,893,168 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 3.51% | 99,012 | +19,067 | +23.85% | $5,892,199 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 2.99% | 103,629 | -26,141 | -20.14% | $5,021,861 |
| FIRST TR EXCHANGE-TRADED FD | SDVD | Other | 2.84% | 221,239 | +24,827 | +12.64% | $4,769,908 |
| PACER FDS TR | COWZ | Other | 2.80% | 70,520 | -215 | -0.30% | $4,707,915 |
| FIRST TR EXCHANGE TRADED FD | FTQI | Other | 2.76% | 209,205 | +34,894 | +20.02% | $4,635,987 |
| PIMCO ETF TR | PYLD | Other | 2.71% | 179,427 | -12,392 | -6.46% | $4,555,652 |
| ROUNDHILL ETF TRUST | XDTE | Other | 2.66% | 117,051 | +117,051 | +100.00% | $4,469,592 |
| EATON VANCE TAX-MANAGED GLOB | ETW | Financial Services | 1.85% | 327,022 | +21,662 | +7.09% | $3,106,707 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 1.77% | 73,050 | -476 | -0.65% | $2,964,369 |
| INVESCO EXCHANGE TRADED FD T | PWB | Other | 1.60% | 16,561 | +2,183 | +15.18% | $2,685,366 |
| SIMPLIFY EXCHANGE TRADED FUN | AGGH | Other | 1.59% | 141,357 | -47,117 | -25.00% | $2,675,888 |
| TIDAL TRUST II | GDXY | Other | 1.57% | 260,561 | +113,239 | +76.86% | $2,629,060 |
| SIMPLIFY EXCHANGE TRADED FUN | SBAR | Other | 1.43% | 94,399 | -38,285 | -28.85% | $2,393,015 |
| FIRST TR EXCHANGE TRADED FD | FTHI | Other | 1.40% | 99,913 | -153,325 | -60.55% | $2,356,943 |
| ISHARES TR | ACWI | Other | 1.24% | 13,139 | +94 | +0.72% | $2,086,013 |
| TIDAL TRUST II | CHPY | Other | 1.12% | 26,960 | +604 | +2.29% | $1,873,990 |
| FIRST TR EXCHNG TRADED FD VI | FMAR | Other | 1.09% | 34,071 | +120 | +0.35% | $1,825,528 |
| PIMCO ETF TR | MINT | Other | 1.08% | 18,089 | -679 | -3.62% | $1,818,826 |
| FIRST TR EXCHANGE-TRADED FD | FGD | Other | 1.05% | 53,157 | +6,907 | +14.93% | $1,763,212 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.99% | 21,244 | +3,002 | +16.46% | $1,663,193 |
Showing 30 of 70 holdings in the latest reporting period.