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 $113.65 million in total holdings as of June 30, 2026.River's Edge Wealth Management, LLC owns shares of 44 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.88% of the portfolio was purchased this quarter.About 0.78% of the portfolio was sold this quarter.This quarter, River's Edge Wealth Management, LLC has purchased 46 new stocks and bought additional shares in 29 stocks.River's Edge Wealth Management, LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab U.S. Mid-Cap ETF $13,877,326Vanguard S&P 500 ETF $13,059,377iShares MSCI USA Quality Factor ETF $11,295,679Vanguard Dividend Appreciation ETF $11,069,431iShares Core MSCI EAFE ETF $8,481,950 Largest Purchases this Quarter iShares Core MSCI EAFE ETF 5,022 shares (about $489.84K)iShares Russell 1000 Growth ETF 3,692 shares (about $456.25K)Vanguard Dividend Appreciation ETF 1,919 shares (about $455.49K)Schwab U.S. Mid-Cap ETF 12,422 shares (about $439.49K)Vanguard S&P 500 ETF 628 shares (about $435.71K) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 1,392 shares (about $105.28K)iShares Core Dividend Growth ETF 1,305 shares (about $100.01K)Vanguard Small-Cap ETF 211 shares (about $62.69K)iShares iBonds Dec 2026 Term Corporate ETF 1,775 shares (about $42.97K)Schwab Emerging Markets Equity ETF 1,017 shares (about $36.96K) 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$13,877,326$439,491 â–²3.3%392,23612.2%ETFVOOVanguard S&P 500 ETF$13,059,377$435,706 â–²3.5%18,82311.5%ETFQUALiShares MSCI USA Quality Factor ETF$11,295,679$318,928 â–²2.9%51,3919.9%ETFVIGVanguard Dividend Appreciation ETF$11,069,431$455,490 â–²4.3%46,6369.7%ETFIEFAiShares Core MSCI EAFE ETF$8,481,950$489,844 â–²6.1%86,9597.5%ETFIGROiShares International Dividend Growth ETF$7,029,965$307,007 â–²4.6%77,9466.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,233,841$259,972 â–²4.4%63,5205.5%FinanceVTWOVanguard Russell 2000 ETF$5,488,734$207,711 â–²3.9%45,9004.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,943,327$127,727 â–²2.7%62,0404.3%ETFRSPInvesco S&P 500 Equal Weight ETF$4,463,456$199,554 â–²4.7%20,9583.9%ETFVNQVanguard Real Estate ETF$3,676,655$191,118 â–²5.5%37,5713.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,752,458$142,019 â–²5.4%28,6452.4%ETFIJHiShares Core S&P Mid-Cap ETF$1,884,924$105,277 â–¼-5.3%24,9231.7%ETFFIDELITY COVINGTON TRUST$1,791,089$172,548 â–²10.7%44,3341.6%ENHANCED INTLVBKVanguard Small-Cap Growth ETF$1,425,597$28,736 â–²2.1%4,0681.3%ETFVTEBVanguard Tax-Exempt Bond ETF$1,398,617$79,082 â–²6.0%27,8551.2%ETFMUBiShares National Muni Bond ETF$1,144,496$2,883 â–²0.3%10,7201.0%ETFVONEVanguard Russell 1000 ETF$1,087,772$341 â–¼0.0%3,1861.0%ETFIVViShares Core S&P 500 ETF$1,036,627$19,716 â–¼-1.9%1,3670.9%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$870,724$12,469 â–²1.5%34,5660.8%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$818,938$3,093 â–¼-0.4%33,8960.7%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$738,864$42,973 â–¼-5.5%30,5190.7%ETFVEAVanguard FTSE Developed Markets ETF$689,704$10,340 â–¼-1.5%9,7390.6%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$649,253$22,957 â–²3.7%28,1120.6%ETFSCHESchwab Emerging Markets Equity ETF$624,875$36,958 â–¼-5.6%17,1950.5%ETFIWFiShares Russell 1000 Growth ETF$618,132$456,246 â–²281.8%5,0020.5%ETFIUSBiShares Core Total USD Bond Market ETF$592,939$14,188 â–¼-2.3%12,9550.5%ManufacturingIWDiShares Russell 1000 Value ETF$477,570$247 â–²0.1%1,9310.4%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$466,036$5,681 â–²1.2%5,1680.4%ETFIBHGiShares iBonds 2027 Term High Yield and Income ETF$434,404$2,622 â–²0.6%19,7190.4%ETFIBHFiShares iBonds 2026 Term High Yield and Income ETF$422,613$29,618 â–¼-6.5%18,7490.4%ETFISCGiShares Morningstar Small-Cap Growth ETF$418,535$16,168 â–¼-3.7%6,6010.4%ETFVBVanguard Small-Cap ETF$417,418$62,687 â–¼-13.1%1,4050.4%ETFIBHHiShares iBonds 2028 Term High Yield and Income ETF$407,731$2,717 â–²0.7%17,4100.4%ETFIBHIiShares iBonds 2029 Term High Yield and Income ETF$354,805$11,044 â–¼-3.0%15,2280.3%ETFIQLTiShares MSCI Intl Quality Factor ETF$338,061$5,029 â–²1.5%6,7900.3%ETFDGROiShares Core Dividend Growth ETF$329,375$100,008 â–¼-23.3%4,2980.3%ETFAAPLApple$294,010$4,584 â–²1.6%8980.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$289,053$755 â–²0.3%3830.3%FinanceSCHFSchwab International Equity ETF$286,507$1,979 â–¼-0.7%10,4260.3%ETFIJRiShares Core S&P Small-Cap ETF$264,059$1,607 â–¼-0.6%1,8070.2%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$250,257$41,276 â–²19.8%11,5380.2%ETFNUEMNuveen ESG Emerging Markets Equity ETF$249,672$946 â–²0.4%6,0730.2%ETFBLACKROCK ETF TRUST II$209,443$1,311 â–²0.6%4,1540.2%ISHA SH TERM ETFJMSTJPMorgan Ultra-Short Municipal ETF$0$225,241 â–¼-100.0%00.0%ETFPALANTIR TECHNOLOGIES INC$0$203,617 â–¼-100.0%00.0%CL AShowing largest 100 holdings. 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