Institutional Fund
River'S Edge Wealth Management, LLC
Beaver, PACIK 21098612 filings on record
Portfolio Value
$106.54M
Q1 2026
Holdings
46
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+4.0%
from $102.46M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr12.0%
- Vanguard Index Fds11.2%
- Ishares Tr9.7%
- Vanguard Specialized Funds9.5%
- Ishares Tr7.3%
- Ishares Tr6.1%
- Other44.1%
Portfolio Holdings
46 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 379.8K | $12.79M | 12.0% | +7.3K | Added |
| 2 | Vanguard Index Fds | 18.2K | $11.94M | 11.2% | +2.3K | Added |
| 3 | Ishares Tr | 49.9K | $10.36M | 9.7% | +910 | Added |
| 4 | Vanguard Specialized Funds | 44.7K | $10.14M | 9.5% | −3.7K | Reduced |
| 5 | Ishares Tr | 81.9K | $7.78M | 7.3% | +1.7K | Added |
| 6 | Ishares Tr | 74.5K | $6.50M | 6.1% | +600 | Added |
| 7 | Ishares Tr | 60.9K | $6.06M | 5.7% | +1.9K | Added |
| 8 | Vanguard Scottsdale Fds | 44.2K | $4.94M | 4.6% | +1.5K | Added |
| 9 | Ishares Inc | 60.4K | $4.72M | 4.4% | +873 | Added |
| 10 | Invesco Exchange Traded Fd T | 20.0K | $4.04M | 3.8% | +677 | Added |
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