River's Edge Wealth Management, LLC Top Holdings and 13F Report (2026) About River's Edge Wealth Management, LLCInvestment ActivityRiver's Edge Wealth Management, LLC has $106.54 million in total holdings as of March 31, 2026.River's Edge Wealth Management, LLC owns shares of 46 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.69% of the portfolio was purchased this quarter.About 1.09% of the portfolio was sold this quarter.This quarter, River's Edge Wealth Management, LLC has purchased 44 new stocks and bought additional shares in 27 stocks.River's Edge Wealth Management, LLC sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab U.S. Mid-Cap ETF $12,788,324Vanguard S&P 500 ETF $11,943,661iShares MSCI USA Quality Factor ETF $10,357,478Vanguard Dividend Appreciation ETF $10,143,177iShares Core MSCI EAFE ETF $7,777,471 Largest New Holdings this Quarter 46436E726 - iShares iBonds Dec 2030 Term Corporate ETF $211,634 Holding69608A108 - PALANTIR TECHNOLOGIES INC $203,617 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 2,279 shares (about $1.50M)Schwab U.S. Mid-Cap ETF 7,332 shares (about $246.87K)iShares iBonds Dec 2030 Term Corporate ETF 9,635 shares (about $211.63K)PALANTIR TECHNOLOGIES INC 1,423 shares (about $203.62K)iShares Core U.S. Aggregate Bond ETF 1,946 shares (about $193.80K) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 3,729 shares (about $845.85K)Vanguard Tax-Exempt Bond ETF 1,842 shares (about $92.97K)Nuveen ESG Emerging Markets Equity ETF 1,029 shares (about $42.18K)JPMorgan Ultra-Short Municipal ETF 763 shares (about $38.87K)iShares Core Total USD Bond Market ETF 812 shares (about $37.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRiver's Edge Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHMSchwab U.S. Mid-Cap ETF$12,788,324$246,868 ▲2.0%379,81412.0%ETFVOOVanguard S&P 500 ETF$11,943,661$1,495,994 ▲14.3%18,19511.2%ETFQUALiShares MSCI USA Quality Factor ETF$10,357,478$188,733 ▲1.9%49,9409.7%ETFVIGVanguard Dividend Appreciation ETF$10,143,177$845,851 ▼-7.7%44,7179.5%ETFIEFAiShares Core MSCI EAFE ETF$7,777,471$157,662 ▲2.1%81,9377.3%ETFIGROiShares International Dividend Growth ETF$6,501,526$52,332 ▲0.8%74,5426.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,062,139$193,802 ▲3.3%60,8715.7%FinanceVTWOVanguard Russell 2000 ETF$4,936,931$164,441 ▲3.4%44,1634.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,724,378$68,243 ▲1.5%60,4374.4%ETFRSPInvesco S&P 500 Equal Weight ETF$4,044,906$136,776 ▲3.5%20,0213.8%ETFVNQVanguard Real Estate ETF$3,394,439$127,513 ▲3.9%35,6183.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,555,874$24,555 ▲1.0%27,1672.4%ETFIJHiShares Core S&P Mid-Cap ETF$1,915,484$63,037 ▲3.4%26,3151.8%ETFFIDELITY COVINGTON TRUST$1,563,641$97,652 ▲6.7%40,0631.5%ENHANCED INTLVBKVanguard Small-Cap Growth ETF$1,335,993$60,666 ▲4.8%3,9861.3%ETFVTEBVanguard Tax-Exempt Bond ETF$1,326,368$92,967 ▼-6.6%26,2801.2%ETFMUBiShares National Muni Bond ETF$1,148,065$17,823 ▼-1.5%10,6931.1%ETFVONEVanguard Russell 1000 ETF$1,030,082$113,125 ▲12.3%3,1871.0%ETFIVViShares Core S&P 500 ETF$999,330$2,152 ▼-0.2%1,3930.9%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$864,032$16,509 ▲1.9%34,0710.8%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$825,073$23,571 ▲2.9%34,0240.8%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$783,134$2,231 ▲0.3%32,2940.7%ETFVEAVanguard FTSE Developed Markets ETF$673,577$14,991 ▼-2.2%9,8850.6%ETFSCHESchwab Emerging Markets Equity ETF$653,444$12,917 ▼-1.9%18,2120.6%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$632,132$1,935 ▲0.3%27,1180.6%ETFIWFiShares Russell 1000 Growth ETF$627,716$149,023 ▲31.1%1,3100.6%ETFIUSBiShares Core Total USD Bond Market ETF$615,487$37,676 ▼-5.8%13,2650.6%ManufacturingEFAViShares MSCI EAFE Min Vol Factor ETF$466,272$8,038 ▼-1.7%5,1050.4%ETFIBHFiShares iBonds 2026 Term High Yield and Income ETF$458,850$1,029 ▲0.2%20,0630.4%ETFVBVanguard Small-Cap ETF$458,015$6,235 ▼-1.3%1,6160.4%ETFIWDiShares Russell 1000 Value ETF$439,316$17,982 ▼-3.9%1,9300.4%ETFIBHGiShares iBonds 2027 Term High Yield and Income ETF$435,123$6,438 ▲1.5%19,6000.4%ETFISCGiShares Morningstar Small-Cap Growth ETF$415,036$2,966 ▼-0.7%6,8560.4%ETFIBHHiShares iBonds 2028 Term High Yield and Income ETF$407,802$6,367 ▲1.6%17,2940.4%ETFDGROiShares Core Dividend Growth ETF$407,751$107,123 ▲35.6%5,6030.4%ETFIBHIiShares iBonds 2029 Term High Yield and Income ETF$369,145$1,528 ▲0.4%15,7020.3%ETFIQLTiShares MSCI Intl Quality Factor ETF$327,7100.0%6,6890.3%ETFSCHFSchwab International Equity ETF$276,201$7,340 ▼-2.6%10,4980.3%ETFSPYSPDR S&P 500 ETF Trust$272,7120.0%3820.3%FinanceNUEMNuveen ESG Emerging Markets Equity ETF$248,001$42,181 ▼-14.5%6,0500.2%ETFIJRiShares Core S&P Small-Cap ETF$247,812$9,133 ▼-3.6%1,8180.2%ETFAAPLApple$239,604$3,524 ▲1.5%8840.2%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$225,241$38,873 ▼-14.7%4,4210.2%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$211,634$211,634 ▲New Holding9,6350.2%ETFBLACKROCK ETF TRUST II$208,541$859 ▲0.4%4,1280.2%ISHARES SHORT-TEPALANTIR TECHNOLOGIES INC$203,617$203,617 ▲New Holding1,4230.2%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
