RIVER'S EDGE WEALTH MANAGEMENT, LLC
CIK: 0002109861SEC EDGAR →
Portfolio Value
$102.5M
Holdings
44
As of
Q4 2025
New Positions
44
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 372,482 | $12.1M | 11.83% |
| 2 | VANGUARD SPECIALIZED FUNDS | 48,446 | $11.0M | 10.75% |
| 3 | ISHARES TR | 49,030 | $9.9M | 9.65% |
| 4 | ISHARES TR | 80,276 | $7.8M | 7.62% |
| 5 | ISHARES TR | 73,942 | $6.6M | 6.44% |
| 6 | ISHARES TR | 58,925 | $6.0M | 5.81% |
| 7 | VANGUARD SCOTTSDALE FDS | 42,692 | $4.5M | 4.43% |
| 8 | ISHARES INC | 59,564 | $4.5M | 4.36% |
| 9 | INVESCO EXCHANGE TRADED FD T | 19,344 | $3.9M | 3.83% |
| 10 | VANGUARD INDEX FDS | 34,280 | $3.2M | 3.16% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 42 | $84.4M | 91.3% |
| Unknown | 1 | $7.8M | 8.4% |
| Technology | 1 | $222K | 0.2% |