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13F holdings · Q3 2026

RiverTree Advisors

Winter Park, FL · files as RiverTree Advisors, LLC
Holdings as of Sep 30, 2026Filed Oct 13, 2026Next filing due Feb 15, 2027CIK 1872501

RiverTree Advisors reported 70 stocks worth $168M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are JAAA (7.0%), SPYI (5.0%) and BUCK (4.5%). Compared with Q2 2026, the fund opened new positions in XDTE, RSPT and FYX, added to SPYI, QQQI and RDVI, trimmed BUCK, BUFQ and FTCS and sold out of UCON, HYLS and ONEQ.

Reported value$168M−0.9% vs last quarter
Stocks held7012 new · 14 sold out
Top 5 weight25.2%spread out
Turnover22%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
JAAA
Janus Detroit Str TR
$11.7M7.0%232KNo change8 of 8
2
SPYI
Neos ETF Trust
$8.3M5.0%157K+20K (+14%)7 of 8
3
BUCK
Simplify Exchange Traded Fun
$7.6M4.5%328K−8,750 (−3%)7 of 8
4
BUFQ
First TR Exchng Traded FD VI
$7.4M4.4%182K−1,602 (−1%)8 of 8
5
FTCS
First Trust
$7.4M4.4%79K−284 (−0%)8 of 8
6
QQQI
Neos ETF Trust
$7.2M4.3%129K+25K (+24%)7 of 8
7
DIVO
Amplify ETF TR
$7.1M4.3%153K−1,181 (−1%)8 of 8
8
BUFR
First Trust
$7.1M4.2%189K−1,937 (−1%)8 of 8
9
FTGS
First TR Exchange-Traded FD
$6.3M3.8%166K−2,515 (−1%)8 of 8
10
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$5.9M3.5%211K+37K (+21%)6 of 8
🔒 60 more holdings in this filing. Create a free account or sign in to see them all.

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
StockValue last quarterShares sold
UCON
First TR Exchng Traded FD VI
$3.4M135K
HYLS
First TR Exchange-Traded FD
$1.2M31K
ONEQ
Fidelity Comwlth TR
$1.2M12K
PIZ
Invesco Dorsey
$859K15K
TDVI
First TR Exchange-Traded FD
$744K23K

🔒 Free account: see all 14.

Reported value

last 8 quarters
$152MQ4 '24
$149MQ1 '25
$149MQ2 '25
$156MQ3 '25
$157MQ4 '25
$158MQ1 '26
$169MQ2 '26
$168MQ3 '26

The 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
FiledFormQuarter
Oct 13, 202613F-HRQ3 2026SEC filing ↗

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RiverTree Advisors 13F FAQ

What does RiverTree Advisors own?

RiverTree Advisors reported 70 stocks worth $168M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are JAAA (7.0%), SPYI (5.0%) and BUCK (4.5%). The table above lists every position in the filing (the top 10 without an account).

What did RiverTree Advisors buy and sell in Q3 2026?

Compared with Q2 2026: 12 new positions, 25 added to, 23 trimmed and 14 sold out. New positions include XDTE, RSPT and FYX. It sold all of UCON, HYLS and ONEQ.

When will RiverTree Advisors 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 RiverTree Advisors's portfolio worth?

The Q3 2026 filing reports $168M 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.