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The Analysis of RIVER'S EDGE WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, RIVER'S EDGE WEALTH MANAGEMENT, LLC holds 44 types of securities in its portfolio with a total value $113.7M. In the most recent quarter, they have increased their positions in N/A (+5.0K shares, valued at $489.8K), IWF (+3.7K shares, valued at $456.2K), VIG (+1.9K shares, valued at $455.5K); decreased their positions in IJH (-1.4K shares, valued at $105.3K), DGRO (-1.3K shares, valued at $100.0K), VB (-211 shares, valued at $62.7K).

1M P&L

-2.5M-2.67%

3M P&L

-878.4K-0.95%

HY P&L

+6.0M+6.99%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A91.8M

99.7%

2Consumer Electronics294.0K

0.3%

Top Industries by Stock Count

1N/A38 stocks

97.4%

2Consumer Electronics1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHM SCHWAB STRATEGIC TR392.2K shares3.27%2026-06-302026-07-16

VOO VANGUARD INDEX FDS18.8K shares3.45%2026-06-302026-07-16

QUAL ISHARES TR51.4K shares2.91%2026-06-302026-07-16

VIG VANGUARD SPECIALIZED FUNDS46.6K shares4.29%2026-06-302026-07-16

ISHARES TR ISHARES TR87.0K shares6.13%2026-06-302026-07-16

IGRO ISHARES TR77.9K shares4.57%2026-06-302026-07-16

ISHARES TR ISHARES TR63.5K shares4.35%2026-06-302026-07-16

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS45.9K shares3.93%2026-06-302026-07-16

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IEMG ISHARES INC62.0K shares2.65%2026-06-302026-07-16

RSP INVESCO EXCHANGE TRADED FD T21.0K shares4.68%2026-06-302026-07-16

VNQ VANGUARD INDEX FDS37.6K shares5.48%2026-06-302026-07-16

USMV ISHARES TR28.6K shares5.44%2026-06-302026-07-16

IJH ISHARES TR24.9K shares-5.29%2026-06-302026-07-16

FENI FIDELITY COVINGTON TRUST44.3K shares10.66%2026-06-302026-07-16

VBK VANGUARD INDEX FDS4.1K shares2.06%2026-06-302026-07-16

VTEB VANGUARD MUN BD FDS27.9K shares5.99%2026-06-302026-07-16

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MUB ISHARES TR10.7K shares0.25%2026-06-302026-07-16

VONE VANGUARD SCOTTSDALE FDS3.2K shares-0.03%2026-06-302026-07-16

ISHARES TR ISHARES TR1.4K shares-1.87%2026-06-302026-07-16

IBDT ISHARES TR34.6K shares1.45%2026-06-302026-07-16

IBDS ISHARES TR33.9K shares-0.38%2026-06-302026-07-16

IBDR ISHARES TR30.5K shares-5.50%2026-06-302026-07-16

VEA VANGUARD TAX-MANAGED FDS9.7K shares-1.48%2026-06-302026-07-16

IBDU ISHARES TR28.1K shares3.67%2026-06-302026-07-16

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SCHE SCHWAB STRATEGIC TR17.2K shares-5.58%2026-06-302026-07-16

IWF ISHARES TR5.0K shares281.83%2026-06-302026-07-16

IUSB ISHARES TR13.0K shares-2.34%2026-06-302026-07-16

IWD ISHARES TR1.9K shares0.05%2026-06-302026-07-16

EFAV ISHARES TR5.2K shares1.23%2026-06-302026-07-16

IBHG ISHARES TR19.7K shares0.61%2026-06-302026-07-16

IBHF ISHARES TR18.7K shares-6.55%2026-06-302026-07-16

ISCG ISHARES TR6.6K shares-3.72%2026-06-302026-07-16

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VB VANGUARD INDEX FDS1.4K shares-13.06%2026-06-302026-07-16

IBHH ISHARES TR17.4K shares0.67%2026-06-302026-07-16

IBHI ISHARES TR15.2K shares-3.02%2026-06-302026-07-16

IQLT ISHARES TR6.8K shares1.51%2026-06-302026-07-16

DGRO ISHARES TR4.3K shares-23.29%2026-06-302026-07-16

AAPL APPLE INC898 shares1.58%2026-06-302026-07-16

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T383 shares0.26%2026-06-302026-07-16

SCHF SCHWAB STRATEGIC TR10.4K shares-0.69%2026-06-302026-07-16

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IJR ISHARES TR1.8K shares-0.61%2026-06-302026-07-16

IBDV ISHARES TR11.5K shares19.75%2026-06-302026-07-16

NUEM NUSHARES ETF TR6.1K shares0.38%2026-06-302026-07-16

CALI BLACKROCK ETF TRUST II4.2K shares0.63%2026-06-302026-07-16

SCHM

SCHWAB STRATEGIC TR

3.27%

Shares392.2K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD INDEX FDS

3.45%

Shares18.8K

Event2026-06-30

Filed2026-07-16

QUAL

ISHARES TR

2.91%

Shares51.4K

Event2026-06-30

Filed2026-07-16

VIG

VANGUARD SPECIALIZED FUNDS

4.29%

Shares46.6K

Event2026-06-30

Filed2026-07-16

ISHARES TR

6.13%

Shares87.0K

Event2026-06-30

Filed2026-07-16

IGRO

ISHARES TR

4.57%

Shares77.9K

Event2026-06-30

Filed2026-07-16

ISHARES TR

4.35%

Shares63.5K

Event2026-06-30

Filed2026-07-16

VANGUARD SCOTTSDALE FDS

3.93%

Shares45.9K

Event2026-06-30

Filed2026-07-16

IEMG

ISHARES INC

2.65%

Shares62.0K

Event2026-06-30

Filed2026-07-16

RSP

INVESCO EXCHANGE TRADED FD T

4.68%

Shares21.0K

Event2026-06-30

Filed2026-07-16

VNQ

VANGUARD INDEX FDS

5.48%

Shares37.6K

Event2026-06-30

Filed2026-07-16

USMV

ISHARES TR

5.44%

Shares28.6K

Event2026-06-30

Filed2026-07-16

IJH

ISHARES TR

-5.29%

Shares24.9K

Event2026-06-30

Filed2026-07-16

FENI

FIDELITY COVINGTON TRUST

10.66%

Shares44.3K

Event2026-06-30

Filed2026-07-16

VBK

VANGUARD INDEX FDS

2.06%

Shares4.1K

Event2026-06-30

Filed2026-07-16

VTEB

VANGUARD MUN BD FDS

5.99%

Shares27.9K

Event2026-06-30

Filed2026-07-16

MUB

ISHARES TR

0.25%

Shares10.7K

Event2026-06-30

Filed2026-07-16

VONE

VANGUARD SCOTTSDALE FDS

-0.03%

Shares3.2K

Event2026-06-30

Filed2026-07-16

ISHARES TR

-1.87%

Shares1.4K

Event2026-06-30

Filed2026-07-16

IBDT

ISHARES TR

1.45%

Shares34.6K

Event2026-06-30

Filed2026-07-16

IBDS

ISHARES TR

-0.38%

Shares33.9K

Event2026-06-30

Filed2026-07-16

IBDR

ISHARES TR

-5.50%

Shares30.5K

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD TAX-MANAGED FDS

-1.48%

Shares9.7K

Event2026-06-30

Filed2026-07-16

IBDU

ISHARES TR

3.67%

Shares28.1K

Event2026-06-30

Filed2026-07-16

SCHE

SCHWAB STRATEGIC TR

-5.58%

Shares17.2K

Event2026-06-30

Filed2026-07-16

IWF

ISHARES TR

281.83%

Shares5.0K

Event2026-06-30

Filed2026-07-16

IUSB

ISHARES TR

-2.34%

Shares13.0K

Event2026-06-30

Filed2026-07-16

IWD

ISHARES TR

0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-16

EFAV

ISHARES TR

1.23%

Shares5.2K

Event2026-06-30

Filed2026-07-16

IBHG

ISHARES TR

0.61%

Shares19.7K

Event2026-06-30

Filed2026-07-16

IBHF

ISHARES TR

-6.55%

Shares18.7K

Event2026-06-30

Filed2026-07-16

ISCG

ISHARES TR

-3.72%

Shares6.6K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

-13.06%

Shares1.4K

Event2026-06-30

Filed2026-07-16

IBHH

ISHARES TR

0.67%

Shares17.4K

Event2026-06-30

Filed2026-07-16

IBHI

ISHARES TR

-3.02%

Shares15.2K

Event2026-06-30

Filed2026-07-16

IQLT

ISHARES TR

1.51%

Shares6.8K

Event2026-06-30

Filed2026-07-16

DGRO

ISHARES TR

-23.29%

Shares4.3K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

1.58%

Shares898

Event2026-06-30

Filed2026-07-16

STATE STR SPDR S&P 500 ETF T

0.26%

Shares383

Event2026-06-30

Filed2026-07-16

SCHF

SCHWAB STRATEGIC TR

-0.69%

Shares10.4K

Event2026-06-30

Filed2026-07-16

IJR

ISHARES TR

-0.61%

Shares1.8K

Event2026-06-30

Filed2026-07-16

IBDV

ISHARES TR

19.75%

Shares11.5K

Event2026-06-30

Filed2026-07-16

NUEM

NUSHARES ETF TR

0.38%

Shares6.1K

Event2026-06-30

Filed2026-07-16

CALI

BLACKROCK ETF TRUST II

0.63%

Shares4.2K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available