RiverTree Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), RiverTree Advisors, LLC reported 61 stock positions worth $156.9 million. Its top holding was Janus Henderson Aaa Clo ETF (JAAA) at 7.8% of the portfolio, followed by First Trust Enh Short Mat FD (FTSM, 5.5%) and First Trust Low Duration Opp (LMBS, 5.4%). Compared with Q3 2025, it opened 11 new positions, sold out of 5, added to 17 and reduced 25. The biggest buy was a new position in Neos Enhanced Income 1-3 Mon (CSHI) and the biggest sale First Trust Large Cap Growth (FTC, shares −71%).
- Most Recent 13F
- Q2 2026
- Location
- WINTER PARK, FL
- CIK
- 0001872501
- Portfolio Value
- $156.9M (Q4 2025)
- SEC Filing
- 0001872501-26-000001 ↗ filed Jan 15, 2026
Holdings Value
Holdings 61 stocks · $156.9M
| JAAA Janus Henderson Aaa Clo ETF | 7.81% | 242,264 | $12.3M | Add +3.0% |
| FTSM First Trust Enh Short Mat FD | 5.51% | 144,125 | $8.6M | Add +17.2% |
| LMBS First Trust Low Duration Opp | 5.44% | 170,712 | $8.5M | Add +18.4% |
| FTSL First Trust Senior Loan ETF | 5.30% | 181,110 | $8.3M | Reduce -1.8% |
| BUCK Simplify Treasury Option Inc. | 4.76% | 315,004 | $7.5M | Add +2.6% |
| FTCS First Trust Capital Strength | 4.64% | 78,611 | $7.3M | Reduce -0.0% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 4.34% | 189,840 | $6.8M | Add +0.8% |
| BUFR FT Vest Lad Buffervetf-Usd I | 4.31% | 197,473 | $6.8M | Add +0.8% |
| DIVO Amplify CWP Enhan Divid ETF | 4.20% | 148,123 | $6.6M | Reduce -0.2% |
| SPYI Neos S&P 500 High Income ETF | 3.73% | 111,339 | $5.8M | Reduce -2.8% |
| FTGS First Trust Grwth Strgth ETF | 3.25% | 144,257 | $5.1M | Add +2.4% |
| FTHI Fthi/First Trust Exchange-TR | 2.95% | 195,631 | $4.6M | Reduce -1.2% |
| QQQI Neos Nasdaq-100 High Inc. ETF | 2.75% | 80,063 | $4.3M | Add +0.1% |
| COWZ Pacer US Cash Cows 100 ETF | 2.50% | 65,237 | $3.9M | No change |
| MINT PIMCO Enhanced Short Maturit | 2.47% | 38,587 | $3.9M | Reduce -29.1% |
| ETW Eaton Vance T/M GLBL Buy-WR | 2.43% | 412,596 | $3.8M | Reduce -2.5% |
| SDVD FT Vest Smid Rising Dividend | 2.28% | 166,366 | $3.6M | Reduce -1.8% |
| RDVI FT Vest Rising Dividend Achi | 2.18% | 130,380 | $3.4M | Add +1.4% |
| CDX Simplify High Yield ETF | 1.84% | 129,536 | $2.9M | Reduce -25.6% |
| SDVY First Trust Smid Cap Rising | 1.79% | 73,087 | $2.8M | Add +2.1% |
| FTQI First Trust Nasdaq Buywrite | 1.78% | 133,992 | $2.8M | Add +0.5% |
| IGLD FT Vest Gold Strategy Target | 1.73% | 108,338 | $2.7M | Add +1.9% |
| AMLP Alerian MLP ETF | 1.41% | 47,128 | $2.2M | Reduce -17.4% |
| AIRR First Trust Rba American Ind | 1.19% | 18,922 | $1.9M | Add +52.9% |
| CSHI Neos Enhanced Income 1-3 Mon | 1.11% | 34,901 | $1.7M | New |
| BALT Inn Defined Wealth Shield | 1.02% | 47,864 | $1.6M | Add +62.6% |
| PWB Invesco Large Cap Growth ETF | 0.96% | 11,859 | $1.5M | New |
| TDVI FT Vest Technology Dividend | 0.96% | 54,014 | $1.5M | Reduce -0.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.95% | 16,232 | $1.5M | Reduce -42.8% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.94% | 16,145 | $1.5M | New |
| FMAR FT Vest US Equity Buffer ETF | 0.87% | 28,858 | $1.4M | Reduce -0.5% |
| FAPR FT Vest U.S. Equity Buffer E | 0.86% | 30,348 | $1.3M | Reduce -0.5% |
| PIZ Invesco Dorsey Wright Develo | 0.86% | 27,398 | $1.3M | Reduce -2.3% |
| XLG Invesco S&P 500 Top 50 ETF | 0.82% | 21,809 | $1.3M | New |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | 0.77% | 85,058 | $1.2M | Add +6.9% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.61% | 9,668 | $959K | Reduce -9.7% |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.56% | 26,545 | $876K | Reduce -0.5% |
| ACWI iShares MSCI Acwi ETF | 0.53% | 5,839 | $826K | Add +77.7% |
| FTLS First Trust Long/Short Eqty | 0.52% | 11,402 | $809K | Reduce -24.3% |
| EDIV State Street SPDR S&P Emergi | 0.52% | 20,663 | $809K | Reduce -54.4% |
| EEM iShares MSCI Emerging Market | 0.51% | 14,542 | $796K | New |
| PYLD PIMCO Multisector Bond Actv | 0.49% | 28,530 | $761K | New |
| FCVT First Trust Ssi Strategi ETF | 0.48% | 17,438 | $750K | Add +10.7% |
| PCY Invesco Emerging Markets Sov | 0.47% | 33,868 | $734K | New |
| FLOT iShares Floating Rate Bond E | 0.45% | 13,889 | $706K | Reduce -54.9% |
| FSIG FT Ltd. Duration Inv Grade | 0.44% | 36,169 | $694K | New |
| HYLS FT Tactical High Yield ETF | 0.44% | 16,308 | $683K | Reduce -55.6% |
| FTC First Trust Large Cap Growth | 0.43% | 4,197 | $671K | Reduce -70.7% |
| PMAY Innovator U.S. Equity Power | 0.39% | 15,545 | $615K | No change |
| RECS Columbia Resear Enh Cor ETF | 0.37% | 14,123 | $577K | Reduce -1.8% |
| IDMO Invesco S&P International DE | 0.35% | 9,777 | $543K | New |
| PAUG Innovator U.S. Equity Power | 0.25% | 8,911 | $385K | No change |
| HIPS Graniteshares Hips US High I | 0.23% | 31,294 | $366K | Reduce -79.5% |
| IOO iShares Global 100 ETF | 0.23% | 2,858 | $362K | Reduce -3.7% |
| ET Energy Transfer LP | 0.18% | 17,500 | $289K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 384 | $262K | No change |
| JPM JPMorgan Chase & Co. | 0.16% | 800 | $258K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 500 | $251K | No change |
| DJAN FT Vest U.S. Equity Deep Buf | 0.14% | 5,220 | $227K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.13% | 422 | $203K | New |
| RDVY First Trust Rising Dividend | 0.13% | 2,896 | $201K | New |
Portfolio Sells Q3 2025 → Q4 2025
| FTC First Trust Large Cap Growth | Reduce -70.7% | 0.43% | −1.05 |
| MINT PIMCO Enhanced Short Maturit | Reduce -29.1% | 2.47% | −1.05 |
| HIPS Graniteshares Hips US High I | Reduce -79.5% | 0.23% | −0.92 |
| FEX First Trust Large Cap Core A | Sold out | 0.00% | −0.89 |
| QQQH Neos NDQ-100 HG Eq Inc. ETF | Sold out | 0.00% | −0.81 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -42.8% | 0.95% | −0.72 |
| CDX Simplify High Yield ETF | Reduce -25.6% | 1.84% | −0.72 |
| EDIV State Street SPDR S&P Emergi | Reduce -54.4% | 0.52% | −0.61 |
| FLOT iShares Floating Rate Bond E | Reduce -54.9% | 0.45% | −0.56 |
| HYLS FT Tactical High Yield ETF | Reduce -55.6% | 0.44% | −0.55 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.46 |
| AMLP Alerian MLP ETF | Reduce -17.4% | 1.41% | −0.30 |
| TBIL F/M US Treasury 3 Month Bill | Sold out | 0.00% | −0.26 |
| FTLS First Trust Long/Short Eqty | Reduce -24.3% | 0.52% | −0.16 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.14 |
| FTSL First Trust Senior Loan ETF | Reduce -1.8% | 5.30% | −0.12 |
| SPYI Neos S&P 500 High Income ETF | Reduce -2.8% | 3.73% | −0.11 |
| FTCS First Trust Capital Strength | Reduce -0.0% | 4.64% | −0.08 |
| SDVD FT Vest Smid Rising Dividend | Reduce -1.8% | 2.28% | −0.07 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -9.7% | 0.61% | −0.07 |
| FTHI Fthi/First Trust Exchange-TR | Reduce -1.2% | 2.95% | −0.06 |
| TDVI FT Vest Technology Dividend | Reduce -0.9% | 0.96% | −0.05 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -0.2% | 4.20% | −0.04 |
| ETW Eaton Vance T/M GLBL Buy-WR | Reduce -2.5% | 2.43% | −0.03 |
| RECS Columbia Resear Enh Cor ETF | Reduce -1.8% | 0.37% | −0.00 |
| PIZ Invesco Dorsey Wright Develo | Reduce -2.3% | 0.86% | −0.00 |
| IOO iShares Global 100 ETF | Reduce -3.7% | 0.23% | +0.00 |
| QMAR FT Vest Nasdaq-100 Buffer Et | Reduce -0.5% | 0.56% | +0.01 |
| FAPR FT Vest U.S. Equity Buffer E | Reduce -0.5% | 0.86% | +0.01 |
| FMAR FT Vest US Equity Buffer ETF | Reduce -0.5% | 0.87% | +0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| CSHI Neos Enhanced Income 1-3 Mon | New | 1.11% | +1.11 |
| PWB Invesco Large Cap Growth ETF | New | 0.96% | +0.96 |
| ONEQ Fidelity Nasdaq Comp Indx | New | 0.94% | +0.94 |
| LMBS First Trust Low Duration Opp | Add +18.4% | 5.44% | +0.84 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.82% | +0.82 |
| FTSM First Trust Enh Short Mat FD | Add +17.2% | 5.51% | +0.79 |
| EEM iShares MSCI Emerging Market | New | 0.51% | +0.51 |
| PYLD PIMCO Multisector Bond Actv | New | 0.49% | +0.49 |
| PCY Invesco Emerging Markets Sov | New | 0.47% | +0.47 |
| FSIG FT Ltd. Duration Inv Grade | New | 0.44% | +0.44 |
| AIRR First Trust Rba American Ind | Add +52.9% | 1.19% | +0.42 |
| BALT Inn Defined Wealth Shield | Add +62.6% | 1.02% | +0.40 |
| IDMO Invesco S&P International DE | New | 0.35% | +0.35 |
| ACWI iShares MSCI Acwi ETF | Add +77.7% | 0.53% | +0.24 |
| JAAA Janus Henderson Aaa Clo ETF | Add +3.0% | 7.81% | +0.16 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Add +0.8% | 4.34% | +0.13 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.13% | +0.13 |
| RDVY First Trust Rising Dividend | New | 0.13% | +0.13 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +0.8% | 4.31% | +0.12 |
| IGLD FT Vest Gold Strategy Target | Add +1.9% | 1.73% | +0.10 |
| BUCK Simplify Treasury Option Inc. | Add +2.6% | 4.76% | +0.07 |
| RDVI FT Vest Rising Dividend Achi | Add +1.4% | 2.18% | +0.05 |
| FCVT First Trust Ssi Strategi ETF | Add +10.7% | 0.48% | +0.05 |
| SDVY First Trust Smid Cap Rising | Add +2.1% | 1.79% | +0.04 |
| FTQI First Trust Nasdaq Buywrite | Add +0.5% | 1.78% | +0.02 |
| FTGS First Trust Grwth Strgth ETF | Add +2.4% | 3.25% | +0.01 |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | Add +6.9% | 0.77% | −0.03 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Add +0.1% | 2.75% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 72 | $169.3M | JAAA, BUCK, FTCS, SPYI, BUFQ |
| Q1 2026 | 60 | $157.9M | JAAA, FTSM, BUCK, FTCS, LMBS |
| Q4 2025 | 61 | $156.9M | JAAA, FTSM, LMBS, FTSL, BUCK |
| Q3 2025 | 55 | $156.0M | JAAA, FTSL, FTSM, FTCS, BUCK |
| Q2 2025 | 54 | $148.9M | JAAA, FTSM, FTSL, BUCK, FTCS |
| Q1 2025 | 55 | $149.4M | FTSM, JAAA, LMBS, FTCS, BUFR |
| Q4 2024 | 46 | $152.2M | FTSM, LMBS, JAAA, BUFR, FTCS |
| Q3 2024 | 34 | $147.5M | FTSM, LMBS, JAAA, FTCS, BUFR |
| Q2 2024 | 31 | $146.3M | FTSM, LMBS, FTCS, JAAA, BUFR |
| Q1 2024 | 28 | $148.9M | FTSM, LMBS, FTCS, JAAA, BUFR |