River'S Edge Wealth Management, LLC 13F Holdings · Q2 2026
River'S Edge Wealth Management, LLC reported 44 securities worth $113.65M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHM (12.21%), VOO (11.49%), QUAL (9.94%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHM | SCHWAB STRATEGIC TR | $13.9M | 12.21% | 392,236 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $13.1M | 11.49% | 18,823 | Added |
| 3 | QUAL | ISHARES TR | $11.3M | 9.94% | 51,391 | Added |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $11.1M | 9.74% | 46,636 | Added |
| 5 | IEFA | ISHARES TR | $8.5M | 7.46% | 86,959 | Added |
| 6 | IGRO | ISHARES TR | $7.0M | 6.19% | 77,946 | Added |
| 7 | AGG | ISHARES TR | $6.2M | 5.48% | 63,520 | Added |
| 8 | VTWO | VANGUARD SCOTTSDALE FDS | $5.5M | 4.83% | 45,900 | Added |
| 9 | IEMG | ISHARES INC | $4.9M | 4.35% | 62,040 | Added |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $4.5M | 3.93% | 20,958 | Added |
| 11 | VNQ | VANGUARD INDEX FDS | $3.7M | 3.23% | 37,571 | Added |
| 12 | USMV | ISHARES TR | $2.8M | 2.42% | 28,645 | Added |
| 13 | IJH | ISHARES TR | $1.9M | 1.66% | 24,923 | Trimmed |
| 14 | FENI | FIDELITY COVINGTON TRUST | $1.8M | 1.58% | 44,334 | Added |
| 15 | VBK | VANGUARD INDEX FDS | $1.4M | 1.25% | 4,068 | Added |
| 16 | VTEB | VANGUARD MUN BD FDS | $1.4M | 1.23% | 27,855 | Added |
| 17 | MUB | ISHARES TR | $1.1M | 1.01% | 10,720 | Added |
| 18 | VONE | VANGUARD SCOTTSDALE FDS | $1.1M | 0.96% | 3,186 | Trimmed |
| 19 | IVV | ISHARES TR | $1.0M | 0.91% | 1,367 | Trimmed |
| 20 | IBDT | ISHARES TR | $870,724 | 0.77% | 34,566 | Added |
| 21 | IBDS | ISHARES TR | $818,938 | 0.72% | 33,896 | Trimmed |
| 22 | IBDR | ISHARES TR | $738,864 | 0.65% | 30,519 | Trimmed |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $689,704 | 0.61% | 9,739 | Trimmed |
| 24 | IBDU | ISHARES TR | $649,253 | 0.57% | 28,112 | Added |
| 25 | SCHE | SCHWAB STRATEGIC TR | $624,875 | 0.55% | 17,195 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR