River'S Edge Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$106.5M
Q ending 2026-03-31
Prior quarter
$102.5M
Q ending 2025-12-31
Change
+4.0% QoQ
Positions
46
reported holdings
Largest positions
All 46 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHM | Shares | $12.8M | 380K |
| Vanguard Index Fds | VOO | Shares | $11.9M | 18K |
| Ishares Tr | QUAL | Shares | $10.4M | 50K |
| Vanguard Specialized Funds | VIG | Shares | $10.1M | 45K |
| Ishares Tr | IEFA | Shares | $7.8M | 82K |
| Ishares Tr | IGRO | Shares | $6.5M | 75K |
| Ishares Tr | AGG | Shares | $6.1M | 61K |
| Vanguard Scottsdale Fds | VTWO | Shares | $4.9M | 44K |
| Ishares Inc | IEMG | Shares | $4.7M | 60K |
| Invesco Exchange Traded Fd T | RSP | Shares | $4.0M | 20K |
| Vanguard Index Fds | VNQ | Shares | $3.4M | 36K |
| Ishares Tr | USMV | Shares | $2.6M | 27K |
| Ishares Tr | IJH | Shares | $1.9M | 26K |
| Fidelity Covington Trust | FENI | Shares | $1.6M | 40K |
| Vanguard Index Fds | VBK | Shares | $1.3M | 4K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.3M | 26K |
| Ishares Tr | MUB | Shares | $1.1M | 11K |
| Vanguard Scottsdale Fds | VONE | Shares | $1.0M | 3K |
| Ishares Tr | IVV | Shares | $999K | 1K |
| Ishares Tr | IBDT | Shares | $864K | 34K |
| Ishares Tr | IBDS | Shares | $825K | 34K |
| Ishares Tr | IBDR | Shares | $783K | 32K |
| Vanguard Tax-Managed Fds | VEA | Shares | $674K | 10K |
| Schwab Strategic Tr | SCHE | Shares | $653K | 18K |
| Ishares Tr | IBDU | Shares | $632K | 27K |
| Ishares Tr | IWF | Shares | $628K | 1K |
| Ishares Tr | IUSB | Shares | $615K | 13K |
| Ishares Tr | EFAV | Shares | $466K | 5K |
| Ishares Tr | IBHF | Shares | $459K | 20K |
| Vanguard Index Fds | VB | Shares | $458K | 2K |
| Ishares Tr | IWD | Shares | $439K | 2K |
| Ishares Tr | IBHG | Shares | $435K | 20K |
| Ishares Tr | ISCG | Shares | $415K | 7K |
| Ishares Tr | IBHH | Shares | $408K | 17K |
| Ishares Tr | DGRO | Shares | $408K | 6K |
| Ishares Tr | IBHI | Shares | $369K | 16K |
| Ishares Tr | IQLT | Shares | $328K | 7K |
| Schwab Strategic Tr | SCHF | Shares | $276K | 10K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $273K | 382 |
| Nushares Etf Tr | NUEM | Shares | $248K | 6K |
| Ishares Tr | IJR | Shares | $248K | 2K |
| Apple Inc | AAPL | Shares | $240K | 884 |
| J P Morgan Exchange Traded F | JMST | Shares | $225K | 4K |
| Ishares Tr | IBDV | Shares | $212K | 10K |
| Blackrock Etf Trust Ii | CALI | Shares | $209K | 4K |
| Palantir Technologies Inc | PLTR | Shares | $204K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.