River'S Edge Wealth Management
River'S Edge Wealth Management reported 49 stocks worth $119M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are SCHM (11.8%), VOO (11.3%) and QUAL (9.9%). Compared with Q2 2026, the fund opened new positions in SPSB, USHY and HYD, added to SCHM, VOO and QUAL, trimmed AGG, IJH and VTEB and sold out of CALI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHM Schwab Strategic TR | $14M | 11.8% | 410K | +18K (+5%) | 4 of 4 | |
| 2 |  VOO Vanguard S&P 500 ETF | $13.5M | 11.3% | 19K | +446 (+2%) | 4 of 4 | |
| 3 |  QUAL Ishares TR | $11.8M | 9.9% | 53K | +1,114 (+2%) | 4 of 4 | |
| 4 |  VIG Vanguard Dividend Appreciation ETF | $11.6M | 9.8% | 48K | +1,470 (+3%) | 4 of 4 | |
| 5 |  IEFA Ishares TR | $8.7M | 7.3% | 91K | +3,683 (+4%) | 4 of 4 | |
| 6 |  IGRO Ishares TR | $7.2M | 6.0% | 79K | +1,381 (+2%) | 4 of 4 | |
| 7 |  IEMG Ishares Inc | $6M | 5.0% | 78K | +16K (+26%) | 4 of 4 | |
| 8 |  AGG Ishares TR | $5.7M | 4.8% | 59K | −4,021 (−6%) | 4 of 4 | |
| 9 |  VTWO Vanguard Scottsdale Fds | $5.2M | 4.4% | 48K | +1,823 (+4%) | 4 of 4 | |
| 10 |  RSP Invesco Exchange Traded FD T | $4.7M | 3.9% | 22K | +781 (+4%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CALI Blackrock ETF Trust II | $209K | 4,154 |
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →River'S Edge Wealth Management 13F FAQ
What does River'S Edge Wealth Management own?
River'S Edge Wealth Management reported 49 stocks worth $119M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are SCHM (11.8%), VOO (11.3%) and QUAL (9.9%). The table above lists every position in the filing (the top 10 without an account).
What did River'S Edge Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 23 added to, 17 trimmed and 1 sold out. New positions include SPSB, USHY and HYD. It sold all of CALI.
When will River'S Edge Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is River'S Edge Wealth Management's portfolio worth?
The Q3 2026 filing reports $119M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.