RiverTree Advisors, LLC
CIK
1872501
Location
WINTER PARK, FL
Portfolio Value
Micro
$4,973,924
Diversification
Highly concentrated
Filing Date
Global Rank
#7,980
/ 8,232
▲ 207
Top Industry
Asset Management
82.8%
3Y Alpha vs SPY
-2.4%
Period ended 2 months ago
Filed Apr 20, 2026 · 55d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+65.6%
SPY
+76.3%
Annualised alpha
-2.5%
Max drawdown
−14.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
78.6%
+3.6 pts
Top 5
100.0%
+4.0 pts
Top 10
100.0%
0.0 pts
HHI
6,301
Highly concentrated+538
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 88.2% | $4,386,444 |
| Energy | 6.8% | $337,750 |
| Unclassified | 5.0% | $249,730 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ETW | Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | +32,907 | 445,503 | $3,911,516 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DIA | Spdr Dow Jones Industrial Average ETF Trust | 422 | $202,800 | |
| No positions match the current search. | ||||
5 positions ·
$4,973,924 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ETW |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
Financial Services
|
Added | 445,503 | $3,911,516 | 78.64% | |
| ET |
Energy Transfer LP
Energy
|
Held | 17,500 | $337,750 | 6.79% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 384 | $249,730 | 5.02% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 500 | $239,600 | 4.82% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 800 | $235,328 | 4.73% |