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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 46 types of securities in its portfolio with a total value $106.5M. In the most recent quarter, they have increased their positions in N/A (+2.3K shares, valued at $1.5M), SCHM (+7.3K shares, valued at $246.9K), IBDV (+9.6K shares, valued at $211.6K); decreased their positions in VIG (-3.7K shares, valued at $845.9K), VTEB (-1.8K shares, valued at $93.0K), NUEM (-1.0K shares, valued at $42.2K); initiated new positions in IBDV (+9.6K shares, valued at $211.6K), PLTR (+1.4K shares, valued at $203.6K).

1M P&L

-546.9K-0.58%

3M P&L

+2.5M+2.70%

HY P&L

+3.5M+3.88%

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/A90.1M

99.5%

2Consumer Electronics239.6K

0.3%

3Software - Infrastructure203.6K

0.2%

Top Industries by Stock Count

1N/A42 stocks

95.5%

2Consumer Electronics1 stocks

2.3%

3Software - Infrastructure1 stocks

2.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHM SCHWAB STRATEGIC TR379.8K shares1.97%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS18.2K shares14.32%2026-03-312026-04-27

QUAL ISHARES TR49.9K shares1.86%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS44.7K shares-7.70%2026-03-312026-04-27

IEFA ISHARES TR81.9K shares2.07%2026-03-312026-04-27

IGRO ISHARES TR74.5K shares0.81%2026-03-312026-04-27

AGG ISHARES TR60.9K shares3.30%2026-03-312026-04-27

VTWO VANGUARD SCOTTSDALE FDS44.2K shares3.45%2026-03-312026-04-27

Sponsored

IEMG ISHARES INC60.4K shares1.47%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T20.0K shares3.50%2026-03-312026-04-27

VNQ VANGUARD INDEX FDS35.6K shares3.90%2026-03-312026-04-27

USMV ISHARES TR27.2K shares0.97%2026-03-312026-04-27

IJH ISHARES TR26.3K shares3.40%2026-03-312026-04-27

FENI FIDELITY COVINGTON TRUST40.1K shares6.66%2026-03-312026-04-27

VBK VANGUARD INDEX FDS4.0K shares4.76%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS26.3K shares-6.55%2026-03-312026-04-27

Sponsored

MUB ISHARES TR10.7K shares-1.53%2026-03-312026-04-27

VONE VANGUARD SCOTTSDALE FDS3.2K shares12.34%2026-03-312026-04-27

IVV ISHARES TR1.4K shares-0.21%2026-03-312026-04-27

IBDT ISHARES TR34.1K shares1.95%2026-03-312026-04-27

IBDS ISHARES TR34.0K shares2.94%2026-03-312026-04-27

IBDR ISHARES TR32.3K shares0.29%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS9.9K shares-2.18%2026-03-312026-04-27

SCHE SCHWAB STRATEGIC TR18.2K shares-1.94%2026-03-312026-04-27

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IBDU ISHARES TR27.1K shares0.31%2026-03-312026-04-27

IWF ISHARES TR1.3K shares31.13%2026-03-312026-04-27

IUSB ISHARES TR13.3K shares-5.77%2026-03-312026-04-27

EFAV ISHARES TR5.1K shares-1.69%2026-03-312026-04-27

IBHF ISHARES TR20.1K shares0.22%2026-03-312026-04-27

VB VANGUARD INDEX FDS1.6K shares-1.34%2026-03-312026-04-27

IWD ISHARES TR1.9K shares-3.93%2026-03-312026-04-27

IBHG ISHARES TR19.6K shares1.50%2026-03-312026-04-27

Sponsored

ISCG ISHARES TR6.9K shares-0.71%2026-03-312026-04-27

IBHH ISHARES TR17.3K shares1.59%2026-03-312026-04-27

DGRO ISHARES TR5.6K shares35.63%2026-03-312026-04-27

IBHI ISHARES TR15.7K shares0.42%2026-03-312026-04-27

IQLT ISHARES TR6.7K shares0.00%2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR10.5K shares-2.59%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T382 shares0.00%2026-03-312026-04-27

NUEM NUSHARES ETF TR6.0K shares-14.54%2026-03-312026-04-27

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IJR ISHARES TR1.8K shares-3.55%2026-03-312026-04-27

AAPL APPLE INC884 shares1.49%2026-03-312026-04-27

JMST J P MORGAN EXCHANGE TRADED F4.4K shares-14.72%2026-03-312026-04-27

IBDV ISHARES TR9.6K sharesnew addition2026-03-312026-04-27

CALI BLACKROCK ETF TRUST II4.1K shares0.41%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-04-27

SCHM

SCHWAB STRATEGIC TR

1.97%

Shares379.8K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

14.32%

Shares18.2K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES TR

1.86%

Shares49.9K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

-7.70%

Shares44.7K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

2.07%

Shares81.9K

Event2026-03-31

Filed2026-04-27

IGRO

ISHARES TR

0.81%

Shares74.5K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

3.30%

Shares60.9K

Event2026-03-31

Filed2026-04-27

VTWO

VANGUARD SCOTTSDALE FDS

3.45%

Shares44.2K

Event2026-03-31

Filed2026-04-27

IEMG

ISHARES INC

1.47%

Shares60.4K

Event2026-03-31

Filed2026-04-27

INVESCO EXCHANGE TRADED FD T

3.50%

Shares20.0K

Event2026-03-31

Filed2026-04-27

VNQ

VANGUARD INDEX FDS

3.90%

Shares35.6K

Event2026-03-31

Filed2026-04-27

USMV

ISHARES TR

0.97%

Shares27.2K

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

3.40%

Shares26.3K

Event2026-03-31

Filed2026-04-27

FENI

FIDELITY COVINGTON TRUST

6.66%

Shares40.1K

Event2026-03-31

Filed2026-04-27

VBK

VANGUARD INDEX FDS

4.76%

Shares4.0K

Event2026-03-31

Filed2026-04-27

VTEB

VANGUARD MUN BD FDS

-6.55%

Shares26.3K

Event2026-03-31

Filed2026-04-27

MUB

ISHARES TR

-1.53%

Shares10.7K

Event2026-03-31

Filed2026-04-27

VONE

VANGUARD SCOTTSDALE FDS

12.34%

Shares3.2K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

-0.21%

Shares1.4K

Event2026-03-31

Filed2026-04-27

IBDT

ISHARES TR

1.95%

Shares34.1K

Event2026-03-31

Filed2026-04-27

IBDS

ISHARES TR

2.94%

Shares34.0K

Event2026-03-31

Filed2026-04-27

IBDR

ISHARES TR

0.29%

Shares32.3K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

-2.18%

Shares9.9K

Event2026-03-31

Filed2026-04-27

SCHE

SCHWAB STRATEGIC TR

-1.94%

Shares18.2K

Event2026-03-31

Filed2026-04-27

IBDU

ISHARES TR

0.31%

Shares27.1K

Event2026-03-31

Filed2026-04-27

IWF

ISHARES TR

31.13%

Shares1.3K

Event2026-03-31

Filed2026-04-27

IUSB

ISHARES TR

-5.77%

Shares13.3K

Event2026-03-31

Filed2026-04-27

EFAV

ISHARES TR

-1.69%

Shares5.1K

Event2026-03-31

Filed2026-04-27

IBHF

ISHARES TR

0.22%

Shares20.1K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-1.34%

Shares1.6K

Event2026-03-31

Filed2026-04-27

IWD

ISHARES TR

-3.93%

Shares1.9K

Event2026-03-31

Filed2026-04-27

IBHG

ISHARES TR

1.50%

Shares19.6K

Event2026-03-31

Filed2026-04-27

ISCG

ISHARES TR

-0.71%

Shares6.9K

Event2026-03-31

Filed2026-04-27

IBHH

ISHARES TR

1.59%

Shares17.3K

Event2026-03-31

Filed2026-04-27

DGRO

ISHARES TR

35.63%

Shares5.6K

Event2026-03-31

Filed2026-04-27

IBHI

ISHARES TR

0.42%

Shares15.7K

Event2026-03-31

Filed2026-04-27

IQLT

ISHARES TR

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-27

SCHF

SCHWAB STRATEGIC TR

-2.59%

Shares10.5K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares382

Event2026-03-31

Filed2026-04-27

NUEM

NUSHARES ETF TR

-14.54%

Shares6.0K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

-3.55%

Shares1.8K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

1.49%

Shares884

Event2026-03-31

Filed2026-04-27

JMST

J P MORGAN EXCHANGE TRADED F

-14.72%

Shares4.4K

Event2026-03-31

Filed2026-04-27

IBDV

ISHARES TR

New

Shares9.6K

Event2026-03-31

Filed2026-04-27

CALI

BLACKROCK ETF TRUST II

0.41%

Shares4.1K

Event2026-03-31

Filed2026-04-27

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available