account_balance

Investment manager · 13F filer · SEC CIK 2109861

River's Edge Wealth Management, LLC

Reported value$119Mas of Sep 30, 2026
Positions49 6 new, 1 sold out
Top 10 weight74.2%SCHM alone is 12%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHM Schwab Strategic Tr 11.8% Added +5%
VOO Vanguard Index FDS 11.3% Added +2%
QUAL iShares Tr 9.9% Added +2%
VIG Vanguard Specialized Funds 9.8% Added +3%
IEFA iShares Tr 7.3% Added +4%
IGRO iShares Tr 6.0% Held
IEMG iShares Inc 5.0% Added +26%
AGG iShares Tr 4.8% Trimmed −6%
VTWO Vanguard Scottsdale FDS 4.4% Added +4%
RSP Invesco Exchange Traded Fd T 3.9% Added +4%
VNQ Vanguard Index FDS 3.1% Added +6%
USMV iShares Tr 2.5% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 16, 2026 filing
add_circleNew
  • SPSB $524K
  • USHY $497K
  • HYD $324K
  • PLTR $265K
arrow_upwardAdded
  • IBDV +257%
  • IUSB +99%
  • IEMG +26%
  • MUB +24%
arrow_downwardTrimmed
  • VTEB −17%
  • AGG −6%
  • DGRO −6%
  • EFAV −3%
remove_circleSold out
  • CALI $209K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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