RIVER'S EDGE WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, RIVER'S EDGE WEALTH MANAGEMENT, LLC held in its portfolio 44 assets valued at $102,456,604 (i.e. $102.46M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($12.12M), VANGUARD SPECIALIZED FUNDS ($11.01M), and VANGUARD INDEX FDS ($9.98M).
The chart below shows the top 10 valuable assets, and the table below shows the top 44 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
RIVER'S EDGE WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 372482 | 12124290 | US MID-CAP ETF |
| VANGUARD SPECIALIZED FUNDS | 48446 | 11009921 | DIV APP ETF |
| VANGUARD INDEX FDS | 15916 | 9977772 | S&P 500 ETF SHS |
| ISHARES TR | 49030 | 9891730 | MSCI USA QLT FCT |
| ISHARES TR | 80276 | 7808802 | CORE MSCI EAFE |
| ISHARES TR | 73942 | 6602043 | INTL DIV GRWTH |
| ISHARES TR | 58925 | 5950788 | CORE US AGGBD ET |
| VANGUARD SCOTTSDALE FDS | 42692 | 4536495 | VNG RUS2000IDX |
| ISHARES INC | 59564 | 4465527 | CORE MSCI EMKT |
| INVESCO EXCHANGE TRADED FD T | 19344 | 3924327 | S&P500 EQL WGT |
| VANGUARD INDEX FDS | 34280 | 3242510 | REAL ESTATE ETF |
| ISHARES TR | 26906 | 2588065 | MSCI USA MIN VOL |
| ISHARES TR | 25449 | 1812981 | CORE S&P MCP ETF |
| FIDELITY COVINGTON TRUST | 37561 | 1502450 | ENHANCED INTL |
| VANGUARD MUN BD FDS | 28122 | 1429734 | TAX EXEMPT BD |
| VANGUARD INDEX FDS | 3805 | 1198821 | SML CP GRW ETF |
| ISHARES TR | 10859 | 1175569 | NATIONAL MUN ETF |
| ISHARES TR | 1396 | 956238 | CORE S&P500 ETF |
| VANGUARD SCOTTSDALE FDS | 2837 | 877098 | VNG RUS1000IDX |
| ISHARES TR | 33420 | 853206 | IBDS DEC28 ETF |
| ISHARES TR | 33052 | 804147 | IBONDS 27 ETF |
| ISHARES TR | 32202 | 780566 | IBONDS DEC2026 |
| VANGUARD TAX-MANAGED FDS | 10105 | 694804 | VAN FTSE DEV MKT |
| ISHARES TR | 14077 | 662057 | CORE UNIVRSL USD |
| SCHWAB STRATEGIC TR | 18572 | 653732 | EMRG MKTEQ ETF |
| ISHARES TR | 27035 | 635858 | IBONDS DEC 29 |
| ISHARES TR | 5193 | 487169 | MSCI EAFE MIN VL |
| ISHARES TR | 20018 | 461206 | IBONDS 2026 TERM |
| VANGUARD INDEX FDS | 1638 | 452585 | SMALL CP ETF |
| ISHARES TR | 2009 | 449445 | RUS 1000 VAL ETF |
| ISHARES TR | 999 | 446810 | RUS 1000 GRW ETF |
| ISHARES TR | 19310 | 428875 | IBONDS 2027 TERM |
| ISHARES TR | 17024 | 403479 | IBONDS 28 TR HI |
| ISHARES TR | 6905 | 403333 | MRGSTR SM CP GR |
| ISHARES TR | 15637 | 369033 | IBONDS 29 TR HI |
| ISHARES TR | 6689 | 325971 | MSCI INTL QUALTY |
| ISHARES TR | 4131 | 304112 | CORE DIV GRWTH |
| SCHWAB STRATEGIC TR | 10777 | 285481 | INTL EQTY ETF |
| NUSHARES ETF TR | 7079 | 276091 | NUVEEN ESG EMRGN |
| J P MORGAN EXCHANGE TRADED F | 5184 | 265052 | ULTRA SHT MUNCPL |
| SPDR S&P 500 ETF TR | 382 | 260416 | TR UNIT |
| ISHARES TR | 1885 | 246868 | CORE S&P SCP ETF |
| APPLE INC | 871 | 222772 | COM |
| BLACKROCK ETF TRUST II | 4111 | 208375 | ISHARES SHORT-TE |
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