River's Edge Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), River's Edge Wealth Management, LLC reported 46 stock positions worth $106.5 million. Its top holding was Schwab US Mid Cap ETF (SCHM) at 12.0% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 11.2%) and iShares MSCI USA Quality Fac (QUAL, 9.7%). Compared with Q4 2025, it opened 2 new positions, added to 27 and reduced 15. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +14%) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- BEAVER, PA
- CIK
- 0002109861
- Portfolio Value
- $106.5M (Q1 2026)
- SEC Filing
- 0002109861-26-000003 ↗ filed Apr 27, 2026
Holdings Value
Holdings 46 stocks · $106.5M
| SCHM Schwab US Mid Cap ETF | 12.00% | 379,814 | $12.8M | Add +2.0% |
| VOO Vanguard S&P 500 ETF | 11.21% | 18,195 | $11.9M | Add +14.3% |
| QUAL iShares MSCI USA Quality Fac | 9.72% | 49,940 | $10.4M | Add +1.9% |
| VIG Vanguard Dividend Apprec ETF | 9.52% | 44,717 | $10.1M | Reduce -7.7% |
| IEFA iShares Core MSCI Eafe ETF | 7.30% | 81,937 | $7.8M | Add +2.1% |
| IGRO iShares Intl Div Growth ETF | 6.10% | 74,542 | $6.5M | Add +0.8% |
| AGG iShares Core U.S. Aggregate | 5.69% | 60,871 | $6.1M | Add +3.3% |
| VTWO Vanguard Russell 2000 ETF | 4.63% | 44,163 | $4.9M | Add +3.5% |
| IEMG iShares Core MSCI Emerging | 4.43% | 60,437 | $4.7M | Add +1.5% |
| RSP Invesco S&P 500 Equal Weight | 3.80% | 20,021 | $4.0M | Add +3.5% |
| VNQ Vanguard Real Estate ETF | 3.19% | 35,618 | $3.4M | Add +3.9% |
| USMV iShares MSCI USA Min Vol Fac | 2.40% | 27,167 | $2.6M | Add +1.0% |
| IJH iShares Core S&P Midcap ETF | 1.80% | 26,315 | $1.9M | Add +3.4% |
| FENI Fidelity Enhanced Intl ETF | 1.47% | 40,063 | $1.6M | Add +6.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.25% | 3,986 | $1.3M | Add +4.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.24% | 26,280 | $1.3M | Reduce -6.5% |
| MUB iShares National Muni Bond E | 1.08% | 10,693 | $1.1M | Reduce -1.5% |
| VONE Vanguard Russell 1000 | 0.97% | 3,187 | $1.0M | Add +12.3% |
| IVV iShares Core S&P 500 ETF | 0.94% | 1,393 | $999K | Reduce -0.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.81% | 34,071 | $864K | Add +1.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.77% | 34,024 | $825K | Add +2.9% |
| IBDR iShares Ibonds Dec 2026 Term | 0.73% | 32,294 | $783K | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 0.63% | 9,885 | $674K | Reduce -2.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.61% | 18,212 | $653K | Reduce -1.9% |
| IBDU iShares Ibonds Dec 2029 Term | 0.59% | 27,118 | $632K | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.59% | 1,310 | $628K | Add +31.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.58% | 13,265 | $615K | Reduce -5.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.44% | 5,105 | $466K | Reduce -1.7% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.43% | 20,063 | $459K | Add +0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.43% | 1,616 | $458K | Reduce -1.3% |
| IWD iShares Russell 1000 Value E | 0.41% | 1,930 | $439K | Reduce -3.9% |
| IBHG iShares Ibonds 2027 HY Inc. | 0.41% | 19,600 | $435K | Add +1.5% |
| ISCG iShares Morningstar Small-Ca | 0.39% | 6,856 | $415K | Reduce -0.7% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.38% | 17,294 | $408K | Add +1.6% |
| DGRO iShares Core Dividend Growth | 0.38% | 5,603 | $408K | Add +35.6% |
| IBHI iShares Ibonds 2029 TM HY Inc. | 0.35% | 15,702 | $369K | Add +0.4% |
| IQLT iShares MSCI International Q | 0.31% | 6,689 | $328K | No change |
| SCHF Schwab Intl Equity ETF | 0.26% | 10,498 | $276K | Reduce -2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 382 | $273K | No change |
| NUEM Nuveen ESG Emerging Markets | 0.23% | 6,050 | $248K | Reduce -14.5% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 1,818 | $248K | Reduce -3.5% |
| AAPL Apple Inc. | 0.22% | 884 | $240K | Add +1.5% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.21% | 4,421 | $225K | Reduce -14.7% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.20% | 9,635 | $212K | New |
| CALI Ishrs SH-TRM Ca Muni Act ETF | 0.20% | 4,128 | $209K | Add +0.4% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 1,423 | $204K | New |
Portfolio Sells Q4 2025 → Q1 2026
| VIG Vanguard Dividend Apprec ETF | Reduce -7.7% | 9.52% | −1.23 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -6.5% | 1.24% | −0.15 |
| MUB iShares National Muni Bond E | Reduce -1.5% | 1.08% | −0.07 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -5.8% | 0.58% | −0.07 |
| JMST JPM Ultra-Short Muni Income | Reduce -14.7% | 0.21% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.2% | 0.63% | −0.05 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -1.7% | 0.44% | −0.04 |
| NUEM Nuveen ESG Emerging Markets | Reduce -14.5% | 0.23% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -3.9% | 0.41% | −0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.9% | 0.61% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -2.6% | 0.26% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.3% | 0.43% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.5% | 0.23% | −0.01 |
| ISCG iShares Morningstar Small-Ca | Reduce -0.7% | 0.39% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -0.2% | 0.94% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Add +14.3% | 11.21% | +1.47 |
| VTWO Vanguard Russell 2000 ETF | Add +3.5% | 4.63% | +0.21 |
| IBDV iShares Ibonds Dec 2030 Corp. | New | 0.20% | +0.20 |
| PLTR Palantir Technologies Inc. Class A | New | 0.19% | +0.19 |
| SCHM Schwab US Mid Cap ETF | Add +2.0% | 12.00% | +0.17 |
| IWF iShares Russell 1000 Growth | Add +31.1% | 0.59% | +0.15 |
| VONE Vanguard Russell 1000 | Add +12.3% | 0.97% | +0.11 |
| DGRO iShares Core Dividend Growth | Add +35.6% | 0.38% | +0.09 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +4.8% | 1.25% | +0.08 |
| IEMG iShares Core MSCI Emerging | Add +1.5% | 4.43% | +0.08 |
| QUAL iShares MSCI USA Quality Fac | Add +1.9% | 9.72% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Add +3.4% | 1.80% | +0.03 |
| VNQ Vanguard Real Estate ETF | Add +3.9% | 3.19% | +0.02 |
| AAPL Apple Inc. | Add +1.5% | 0.22% | +0.01 |
| FENI Fidelity Enhanced Intl ETF | Add +6.7% | 1.47% | +0.00 |
| CALI Ishrs SH-TRM Ca Muni Act ETF | Add +0.4% | 0.20% | −0.01 |
| IBHG iShares Ibonds 2027 HY Inc. | Add +1.5% | 0.41% | −0.01 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +2.9% | 0.77% | −0.01 |
| IBHH iShares Ibonds 2028 TM HY Inc. | Add +1.6% | 0.38% | −0.01 |
| IBHI iShares Ibonds 2029 TM HY Inc. | Add +0.4% | 0.35% | −0.01 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +0.2% | 0.43% | −0.02 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +1.9% | 0.81% | −0.02 |
| IBDR iShares Ibonds Dec 2026 Term | Add +0.3% | 0.73% | −0.03 |
| IBDU iShares Ibonds Dec 2029 Term | Add +0.3% | 0.59% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +3.5% | 3.80% | −0.03 |
| AGG iShares Core U.S. Aggregate | Add +3.3% | 5.69% | −0.12 |
| USMV iShares MSCI USA Min Vol Fac | Add +1.0% | 2.40% | −0.13 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.1% | 7.30% | −0.32 |
| IGRO iShares Intl Div Growth ETF | Add +0.8% | 6.10% | −0.34 |