Rivertree Advisors, Llc Portfolio Stock Holdings
Rivertree Advisors, Llc disclosed 60 stock positions valued at approximately $157.9 million in its latest SEC 13F filing. The largest holdings include JANUS DETROIT STR TR, FIRST TR EXCHANGE-TRADED FD, and SIMPLIFY EXCHANGE TRADED FUN. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 60
- Portfolio Value
- $157.9M
Holdings by Sector
Rivertree Advisors, Llc Portfolio Holdings in Q1 2026
59 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| JANUS DETROIT STR TR | JAAA | Other | 7.44% | 233,300 | -8,964 | -3.70% | $11,751,331 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 5.09% | 134,529 | -9,596 | -6.66% | $8,042,144 |
| SIMPLIFY EXCHANGE TRADED FUN | BUCK | Other | 4.63% | 311,262 | -3,742 | -1.19% | $7,316,213 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 4.61% | 78,469 | -142 | -0.18% | $7,278,784 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 4.41% | 139,931 | -30,781 | -18.03% | $6,969,963 |
| FIRST TR EXCHNG TRADED FD VI | BUFQ | Other | 4.22% | 188,585 | -1,255 | -0.66% | $6,660,822 |
| AMPLIFY ETF TR | DIVO | Other | 4.19% | 147,624 | -499 | -0.34% | $6,620,936 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 4.16% | 194,417 | -3,056 | -1.55% | $6,565,462 |
| NEOS ETF TRUST | SPYI | Other | 3.99% | 127,718 | +16,379 | +14.71% | $6,305,453 |
| PIMCO ETF TR | PYLD | Other | 3.43% | 206,906 | +178,376 | +625.22% | $5,420,937 |
| FIRST TR EXCHANGE-TRADED FD | FTGS | Other | 3.08% | 142,913 | -1,344 | -0.93% | $4,865,559 |
| FIRST TR EXCHANGE TRADED FD | FTHI | Other | 3.07% | 211,386 | +15,755 | +8.05% | $4,851,303 |
| NEOS ETF TRUST | QQQI | Other | 2.94% | 93,270 | +13,207 | +16.50% | $4,634,565 |
| PACER FDS TR | COWZ | Other | 2.56% | 64,492 | -745 | -1.14% | $4,034,620 |
| FIRST TR EXCHANGE-TRADED FD | RDVI | Other | 2.48% | 153,122 | +22,742 | +17.44% | $3,912,261 |
| EATON VANCE TAX-MANAGED GLOB | ETW | Financial Services | 2.48% | 445,503 | +32,907 | +7.98% | $3,911,514 |
| FIRST TR EXCH TRADED FD III | SDVD | Other | 2.45% | 178,486 | +12,120 | +7.29% | $3,873,146 |
| SIMPLIFY EXCHANGE TRADED FUN | AGGH | Other | 2.02% | 156,859 | +156,859 | +100.00% | $3,192,081 |
| FIRST TR EXCHANGE TRADED FD | FTQI | Other | 1.95% | 154,916 | +20,924 | +15.62% | $3,085,935 |
| FIRST TR EXCHANGE-TRADED FD | IGLD | Other | 1.82% | 112,491 | +4,153 | +3.83% | $2,871,895 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 1.80% | 72,178 | -909 | -1.24% | $2,845,979 |
| FIRST TR EXCHNG TRADED FD VI | UCON | Other | 1.60% | 102,124 | +102,124 | +100.00% | $2,529,613 |
| ALPS ETF TR | AMLP | Other | 1.56% | 46,709 | -419 | -0.89% | $2,458,762 |
| PIMCO ETF TR | MINT | Other | 1.49% | 23,450 | -15,137 | -39.23% | $2,358,367 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 1.43% | 20,433 | +1,511 | +7.99% | $2,263,568 |
| INVESCO EXCHANGE TRADED FD T | PWB | Other | 1.41% | 17,710 | +5,851 | +49.34% | $2,230,220 |
| FIRST TR EXCHNG TRADED FD VI | FMAR | Other | 1.04% | 33,784 | +4,926 | +17.07% | $1,638,186 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 1.02% | 23,540 | +20,644 | +712.85% | $1,607,311 |
| INNOVATOR ETFS TRUST | BALT | Other | 1.01% | 47,571 | -293 | -0.61% | $1,591,964 |
| NEOS ETF TRUST | CSHI | Other | 1.01% | 31,883 | -3,018 | -8.65% | $1,587,136 |
| FIRST TR EXCHANGE-TRADED FD | FCVT | Other | 0.93% | 33,212 | +15,774 | +90.46% | $1,467,223 |
| INVESCO EXCH TRADED FD TR II | PCY | Other | 0.91% | 68,855 | +34,987 | +103.30% | $1,439,070 |
| FIRST TR EXCHANGE-TRADED FD | HYLS | Other | 0.89% | 34,795 | +18,487 | +113.36% | $1,411,633 |
| FIDELITY COMWLTH TR | ONEQ | Other | 0.86% | 16,023 | -122 | -0.76% | $1,360,513 |
| FIRST TR EXCHNG TRADED FD VI | FAPR | Other | 0.86% | 30,146 | -202 | -0.67% | $1,353,727 |
| ISHARES TR | EEM | Other | 0.83% | 22,994 | +8,452 | +58.12% | $1,305,829 |
| TIDAL TRUST II | YMAG | Other | 0.76% | 100,330 | +15,272 | +17.95% | $1,198,944 |
| INVESCO EXCH TRADED FD TR II | PIZ | Other | 0.65% | 20,871 | -6,527 | -23.82% | $1,033,532 |
| FIRST TR EXCH TRADED FD III | FTLS | Other | 0.62% | 13,831 | +2,429 | +21.30% | $973,149 |
| SPDR SERIES TRUST | BIL | Other | 0.57% | 9,808 | -6,424 | -39.58% | $898,805 |
| FIRST TR EXCHNG TRADED FD VI | QMAR | Other | 0.56% | 26,262 | -283 | -1.07% | $882,928 |
| FIRST TR EXCHANGE-TRADED FD | TDVI | Other | 0.52% | 31,121 | -22,893 | -42.38% | $826,574 |
| SPDR SERIES TRUST | BILS | Other | 0.52% | 8,249 | -1,419 | -14.68% | $820,281 |
| ISHARES TR | ACWI | Other | 0.48% | 5,507 | -332 | -5.69% | $762,004 |
| INNOVATOR ETFS TRUST | PMAY | Other | 0.39% | 15,545 | - | - | $620,867 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.39% | 11,884 | +11,884 | +100.00% | $617,136 |
| FIRST TR EXCHANGE-TRADED ALP | FTC | Other | 0.37% | 3,741 | -456 | -10.86% | $576,647 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 0.33% | 9,579 | -198 | -2.03% | $525,312 |
| COLUMBIA ETF TR I | RECS | Other | 0.32% | 12,806 | -1,317 | -9.33% | $499,178 |
| SPDR INDEX SHS FDS | EDIV | Other | 0.28% | 11,071 | -9,592 | -46.42% | $437,083 |
| INNOVATOR ETFS TRUST | PAUG | Other | 0.24% | 8,911 | - | - | $380,678 |
| ENERGY TRANSFER L P | ET | Energy | 0.21% | 17,500 | - | - | $337,750 |
| ISHARES TR | IOO | Other | 0.20% | 2,612 | -246 | -8.61% | $315,974 |
| GRANITESHARES ETF TR | HIPS | Other | 0.17% | 23,511 | -7,783 | -24.87% | $271,646 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.16% | 384 | - | - | $249,731 |
| FIRST TR EXCHNG TRADED FD VI | GMAR | Other | 0.16% | 5,901 | +5,901 | +100.00% | $246,013 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.15% | 500 | - | - | $239,600 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.15% | 800 | - | - | $235,328 |
| FIRST TR EXCHNG TRADED FD VI | DJAN | Other | 0.14% | 5,160 | -60 | -1.15% | $219,455 |