RIVER'S EDGE WEALTH MANAGEMENT, LLC: 13F holdings
CIK 21098612026Q2
| Positions | 44 |
|---|
| Reported value | $113.7m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 44 (-2 vs prior quarter) |
|---|
| Reported value | $113.7m (+6.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHM SCHWAB STRATEGIC TR | 392,236 | $13.9m | 12.2% |
| VOO VANGUARD INDEX FDS | 18,823 | $13.1m | 11.5% |
| QUAL ISHARES TR | 51,391 | $11.3m | 9.9% |
| VIG VANGUARD SPECIALIZED FUNDS | 46,636 | $11.1m | 9.7% |
| IEFA ISHARES TR | 86,959 | $8.5m | 7.5% |
| VGK ISHARES TR | 77,946 | $7.0m | 6.2% |
| AGG ISHARES TR | 63,520 | $6.2m | 5.5% |
| VTWO VANGUARD SCOTTSDALE FDS | 45,900 | $5.5m | 4.8% |
| IEMG ISHARES INC | 62,040 | $4.9m | 4.3% |
| RSP INVESCO EXCHANGE TRADED FD T | 20,958 | $4.5m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109861")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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