Institutional Manager · CIK 0002109861
RIVER'S EDGE WEALTH MANAGEMENT, LLC
BEAVER, PA · File #028-26518
Latest AUM
$102.5M
Positions
44
Top-10 Concentration
74.5%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524508 | 372,482 | $12.1M | 11.83% |
| 2 | VANGUARD SPECIALIZED FUNDS | 921908844 | 48,446 | $11.0M | 10.75% |
| 3 | VANGUARD INDEX FDS | 922908363 | 15,916 | $10.0M | 9.74% |
| 4 | ISHARES TR | 46432F339 | 49,030 | $9.9M | 9.65% |
| 5 | ISHARES TR | 46432F842 | 80,276 | $7.8M | 7.62% |
| 6 | ISHARES TR | 46435G524 | 73,942 | $6.6M | 6.44% |
| 7 | ISHARES TR | 464287226 | 58,925 | $6.0M | 5.81% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C664 | 42,692 | $4.5M | 4.43% |
| 9 | ISHARES INC | 46434G103 | 59,564 | $4.5M | 4.36% |
| 10 | INVESCO EXCHANGE TRADED FD T | IVZ | 19,344 | $3.9M | 3.83% |
| 11 | VANGUARD INDEX FDS | 922908553 | 34,280 | $3.2M | 3.16% |
| 12 | ISHARES TR | 46429B697 | 26,906 | $2.6M | 2.53% |
| 13 | ISHARES TR | 464287507 | 25,449 | $1.8M | 1.77% |
| 14 | FIDELITY COVINGTON TRUST | 31609A404 | 37,561 | $1.5M | 1.47% |
| 15 | VANGUARD MUN BD FDS | 922907746 | 28,122 | $1.4M | 1.40% |
| 16 | VANGUARD INDEX FDS | 922908595 | 3,805 | $1.2M | 1.17% |
| 17 | ISHARES TR | 464288414 | 10,859 | $1.2M | 1.15% |
| 18 | ISHARES TR | 464287200 | 1,396 | $956,238 | 0.93% |
| 19 | VANGUARD SCOTTSDALE FDS | 92206C730 | 2,837 | $877,098 | 0.86% |
| 20 | ISHARES TR | 46435U515 | 33,420 | $853,206 | 0.83% |