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River's Edge Wealth Management

Latest statistics and disclosures from River's Edge Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHM, VOO, QUAL, VIG, IEFA, and represent 50.84% of River's Edge Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IEFA, IWF, VIG, SCHM, VOO, QUAL, IGRO, AGG, VTWO, RSP.
Reduced shares in these 10 stocks: JMST, PLTR, IJH, DGRO, VB, IBDR, SCHE, IBHF, IVV, ISCG.
Sold out of its positions in JMST, PLTR.
River's Edge Wealth Management was a net buyer of stock by $3.5M.
River's Edge Wealth Management has $114M in assets under management (AUM), dropping by 6.68%.
Central Index Key (CIK): 0002109861

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Portfolio Holdings for River's Edge Wealth Management

River's Edge Wealth Management holds 44 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	12.2	$14M	+3%	392k	35.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	11.5	$13M	+3%	19k	693.80	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	9.9	$11M	+2%	51k	219.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	9.7	$11M	+4%	47k	237.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	7.5	$8.5M	+6%	87k	97.54	View chart
Ishares Tr Intl Div Grwth (IGRO)	6.2	$7.0M	+4%	78k	90.19	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.5	$6.2M	+4%	64k	98.14	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	4.8	$5.5M	+3%	46k	119.58	View chart
Ishares Core Msci Emkt (IEMG)	4.3	$4.9M	+2%	62k	79.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.9	$4.5M	+4%	21k	212.97	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.2	$3.7M	+5%	38k	97.86	View chart
Ishares Tr Msci Usa Min Etf (USMV)	2.4	$2.8M	+5%	29k	96.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$1.9M	-5%	25k	75.63	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	1.6	$1.8M	+10%	44k	40.40	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.3	$1.4M	+2%	4.1k	350.44	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$1.4M	+5%	28k	50.21	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$1.1M		11k	106.76	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.0	$1.1M		3.2k	341.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$1.0M		1.4k	758.32	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.8	$871k		35k	25.19	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.7	$819k		34k	24.16	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.7	$739k	-5%	31k	24.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$690k		9.7k	70.82	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.6	$649k	+3%	28k	23.10	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$625k	-5%	17k	36.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$618k	+281%	5.0k	123.58	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$593k	-2%	13k	45.77	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$478k		1.9k	247.32	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$466k		5.2k	90.18	View chart
Ishares Tr Ibon 2027 Te Etf (IBHG)	0.4	$434k		20k	22.03	View chart
Ishares Tr Ibon 2026 Te Etf (IBHF)	0.4	$423k	-6%	19k	22.54	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.4	$419k	-3%	6.6k	63.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$417k	-13%	1.4k	297.09	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.4	$408k		17k	23.42	View chart
Ishares Tr Ibonds 29 Tr Hi (IBHI)	0.3	$355k	-3%	15k	23.30	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$338k		6.8k	49.79	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$329k	-23%	4.3k	76.63	View chart
Apple (AAPL)	0.3	$294k		898.00	327.41	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$289k		383.00	754.71	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$287k		10k	27.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$264k		1.8k	146.13	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.2	$250k	+19%	12k	21.69	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.2	$250k		6.1k	41.11	View chart
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI)	0.2	$209k		4.2k	50.42	View chart

Past Filings by River's Edge Wealth Management

SEC 13F filings are viewable for River's Edge Wealth Management going back to 2026

River's Edge Wealth Management 2026 Q2 filed July 16, 2026
River's Edge Wealth Management 2026 Q1 filed April 27, 2026

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