River's Edge Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), River's Edge Wealth Management, LLC reported 44 stock positions worth $102.5 million. Its top holding was Schwab US Mid Cap ETF (SCHM) at 11.8% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 10.7%) and Vanguard S&P 500 ETF (VOO, 9.7%).
- Most Recent 13F
- Q2 2026
- Location
- BEAVER, PA
- CIK
- 0002109861
- Portfolio Value
- $102.5M (Q4 2025)
- SEC Filing
- 0002109861-26-000002 ↗ filed Feb 17, 2026
Holdings Value
Holdings 44 stocks · $102.5M
| SCHM Schwab US Mid Cap ETF | 11.83% | 372,482 | $12.1M | — |
| VIG Vanguard Dividend Apprec ETF | 10.75% | 48,446 | $11.0M | — |
| VOO Vanguard S&P 500 ETF | 9.74% | 15,916 | $10.0M | — |
| QUAL iShares MSCI USA Quality Fac | 9.65% | 49,030 | $9.9M | — |
| IEFA iShares Core MSCI Eafe ETF | 7.62% | 80,276 | $7.8M | — |
| IGRO iShares Intl Div Growth ETF | 6.44% | 73,942 | $6.6M | — |
| AGG iShares Core U.S. Aggregate | 5.81% | 58,925 | $6.0M | — |
| VTWO Vanguard Russell 2000 ETF | 4.43% | 42,692 | $4.5M | — |
| IEMG iShares Core MSCI Emerging | 4.36% | 59,564 | $4.5M | — |
| RSP Invesco S&P 500 Equal Weight | 3.83% | 19,344 | $3.9M | — |
| VNQ Vanguard Real Estate ETF | 3.16% | 34,280 | $3.2M | — |
| USMV iShares MSCI USA Min Vol Fac | 2.53% | 26,906 | $2.6M | — |
| IJH iShares Core S&P Midcap ETF | 1.77% | 25,449 | $1.8M | — |
| FENI Fidelity Enhanced Intl ETF | 1.47% | 37,561 | $1.5M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.40% | 28,122 | $1.4M | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.17% | 3,805 | $1.2M | — |
| MUB iShares National Muni Bond E | 1.15% | 10,859 | $1.2M | — |
| IVV iShares Core S&P 500 ETF | 0.93% | 1,396 | $956K | — |
| VONE Vanguard Russell 1000 | 0.86% | 2,837 | $877K | — |
| IBDT iShares Ibonds Dec 2028 ETF | 0.83% | 33,420 | $853K | — |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.78% | 33,052 | $804K | — |
| IBDR iShares Ibonds Dec 2026 Term | 0.76% | 32,202 | $781K | — |
| VEA Vanguard Ftse Developed ETF | 0.68% | 10,105 | $695K | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.65% | 14,077 | $662K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.64% | 18,572 | $654K | — |
| IBDU iShares Ibonds Dec 2029 Term | 0.62% | 27,035 | $636K | — |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.48% | 5,193 | $487K | — |
| IBHF iShares Ibond 2026 HY & Inc. | 0.45% | 20,018 | $461K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.44% | 1,638 | $453K | — |
| IWD iShares Russell 1000 Value E | 0.44% | 2,009 | $449K | — |
| IWF iShares Russell 1000 Growth | 0.44% | 999 | $447K | — |
| IBHG iShares Ibonds 2027 HY Inc. | 0.42% | 19,310 | $429K | — |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.39% | 17,024 | $403K | — |
| ISCG iShares Morningstar Small-Ca | 0.39% | 6,905 | $403K | — |
| IBHI iShares Ibonds 2029 TM HY Inc. | 0.36% | 15,637 | $369K | — |
| IQLT iShares MSCI International Q | 0.32% | 6,689 | $326K | — |
| DGRO iShares Core Dividend Growth | 0.30% | 4,131 | $304K | — |
| SCHF Schwab Intl Equity ETF | 0.28% | 10,777 | $285K | — |
| NUEM Nuveen ESG Emerging Markets | 0.27% | 7,079 | $276K | — |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.26% | 5,184 | $265K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 382 | $260K | — |
| IJR iShares Core S&P Small-Cap E | 0.24% | 1,885 | $247K | — |
| AAPL Apple Inc. | 0.22% | 871 | $223K | — |
| CALI Ishrs SH-TRM Ca Muni Act ETF | 0.20% | 4,111 | $208K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.