ETF Holders

River's Edge Wealth Management, LLC ETF holdings

Beaver, PA

Reported $113.4M in 43 ETFs in its Form 13F for June 30, 2026.

ETF value
$113.4M
ETFs held
43
Change from prior quarter
+6.8%
With price moves
ETFs as a share of its 13F
99.7%
of $113.7M

Top 10 of 43 ETF holdings

TickerFundValueSharesChange
SCHMSchwab U.S. Mid-Cap ETF$13.9M392,236+12,422 shares
VOOVanguard S&P 500 ETF$13.1M18,823+628 shares
QUALiShares MSCI USA Quality Factor ETF$11.3M51,391+1,451 shares
VIGVanguard Dividend Appreciation ETF$11.1M46,636+1,919 shares
IEFAiShares Core MSCI EAFE ETF$8.5M86,959+5,022 shares
IGROiShares International Dividend Growth ETF$7.0M77,946+3,404 shares
AGGiShares Core U.S. Aggregate Bond ETF$6.2M63,520+2,649 shares
VTWOVanguard Russell 2000 ETF$5.5M45,900+1,737 shares
IEMGiShares Core MSCI Emerging Markets ETF$4.9M62,040+1,603 shares
RSPInvesco S&P 500 Equal Weight ETF$4.5M20,958+937 shares
33 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002109861. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does River's Edge Wealth Management, LLC own?

River's Edge Wealth Management, LLC reported 43 ETF positions worth $113.4M in its Form 13F for June 30, 2026. The largest was SCHM, at $13.9M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.