River's Edge Wealth Management Q2 Portfolio Activity Analysis
This analysis details the observable changes in holdings for River's Edge Wealth Management during Q2 2026, highlighting significant additions and increases.
As of June 30th, 2026, River's Edge Wealth Management, a prominent financial institution, saw changes in its portfolio composition during the second quarter. The firm managed assets totaling $113,444,856 as of this date.
Several funds experienced notable increases in their positions during Q2 2026. Among these was SCHWAB STRATEGIC TR (SCHM), which saw a modest increase of 3,274 shares or approximately 3.27% in its share count.
Significant additions were also observed. FIDELITY COVINGTON TRUST (FENI), a fund previously not held by the investor, was added with an increase of 4,271 shares representing a substantial 10.66% growth in its position during this quarter.
Furthermore, ISHARES TR (IWF) experienced an extraordinary increase of over 3,692 shares, leading to a massive 281.83% jump in its position allocation within just one quarter.
The investor also increased positions in several other funds during Q2. ISHARES TR (IEFA) saw an increase of 5,022 shares (+6.13%), while established holdings like VANGUARD SPECIALIZED FUNDS (VIG), INVESCO EXCHANGE TRADED FD T (RSP), and VANGUARD MUN BD FDS (VTEB) all increased by less than 10%.
No major decreases or exits were disclosed in the filing for Q2 2026. While some funds like FIDELITY COVINGTON TRUST and ISHARES TR (IWF) showed significant growth, there were no substantial reductions or new large-scale exits reported during this period.