Institutional Fund
Rivertree Advisors, LLC
Winter Park, FLCIK 18725015 filings on record
Portfolio Value
$157.89M
Q1 2026
Holdings
60
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+0.7%
from $156.85M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Janus Detroit Str Tr7.4%
- First Tr Exchange-Traded Fd5.1%
- Simplify Exchange Traded Fun4.6%
- First Tr Exchange-Traded Fd4.6%
- First Tr Exchange-Traded Fd4.4%
- First Tr Exchng Traded Fd Vi4.2%
- Other69.6%
Portfolio Holdings
60 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Janus Detroit Str Tr | 233.3K | $11.75M | 7.4% | −9.0K | Reduced |
| 2 | First Tr Exchange-Traded Fd | 134.5K | $8.04M | 5.1% | −9.6K | Reduced |
| 3 | Simplify Exchange Traded Fun | 311.3K | $7.32M | 4.6% | −3.7K | Reduced |
| 4 | First Tr Exchange-Traded Fd | 78.5K | $7.28M | 4.6% | −142 | Reduced |
| 5 | First Tr Exchange-Traded Fd | 139.9K | $6.97M | 4.4% | −30.8K | Reduced |
| 6 | First Tr Exchng Traded Fd Vi | 188.6K | $6.66M | 4.2% | −1.3K | Reduced |
| 7 | Amplify ETF Tr | 147.6K | $6.62M | 4.2% | −499 | Reduced |
| 8 | First Tr Exchng Traded Fd Vi | 194.4K | $6.57M | 4.2% | −3.1K | Reduced |
| 9 | Neos ETF Trust | 127.7K | $6.31M | 4.0% | +16.4K | Added |
| 10 | Pimco ETF Tr | 206.9K | $5.42M | 3.4% | +178.4K | Added |
50 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio