RiverTree Advisors, LLC

CIK

1872501

Location

WINTER PARK, FL

Portfolio Value

Small $165,526,466

Diversification

Diversified

Filing Date

Global Rank

#7,070 / 8,794 ▼ 619 · as of Jun 2026

Top Industry

Asset Management 70.8%

3Y Alpha vs SPY

-14.3%

Period ended 3 months ago

Filed Jul 22, 2026 · 2mo

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

42 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.8%

−2.3 pts

Top 5

56.0%

−1.8 pts

Top 10

82.4%

−2.9 pts

HHI

838

Diversified−73

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	94.4%	$156,242,644	29
Financial Services	4.3%	$7,089,500	4
Technology	0.8%	$1,365,923	6
Energy	0.2%	$334,600	1
Industrials	0.2%	$280,068	1
Healthcare	0.1%	$213,731	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
AIPO	Defiance AI & Power Infrastructure ETF	+73,348	173,678	$0
AGGH	Simplify Aggregate Bond ETF	+63,130	657,892	$15,084,540
AIRR	First Trust RBA American Industrial Renaissance ETF	+55,236	537,689	$16,988,931
AFGR	First Trust Active Factor Large Cap Growth ETF	+24,431	610,810	$22,192,327
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+7,524	15,643	$2,402,559
AIEQ	Amplify AI Powered Equity ETF	+6,950	154,574	$7,064,031
AAAP	Pacer Barings CLO Market Flex ETF	+6,243	70,735	$4,399,717
IVZ	Invesco Ltd.	+1,672	100,977	$3,633,771
AAAC	Columbia AAA CLO ETF	+302	13,108	$567,314
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund	−140,143	305,360	$2,943,670
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−68,255	265,618	$14,026,259
CAAA	First Trust AAA CMBS ETF	−41,431	663,765	$24,445,391
BILZ	PIMCO Ultra Short Government Active ETF	−19,769	210,587	$6,979,041
ACES	ALPS Clean Energy ETF	−13,689	33,020	$1,712,087
BCLO	iShares BBB-B CLO Active ETF	−7,550	4,334	$226,841
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−5,014	58,102	$2,100,436
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	−5,006	247,865	$13,525,534
—		−4,382	13,675	$1,300,391
ONEQ	Fidelity Nasdaq Composite Index ETF	−4,196	11,827	$1,220,782
BKF	iShares MSCI BIC ETF	−3,865	19,129	$1,308,614
ABI	VictoryShares Pioneer Asset-Based Income ETF	−3,332	14,378	$2,422,117
JA	Janus Henderson AA-A CLO ETF	−771	232,529	$11,740,389
CWI	State Street SPDR MSCI ACWI ex-US ETF	−676	10,395	$425,779
FCAL	First Trust California Municipal High income ETF	−104	13,727	$1,013,052
SPY	Spdr S&P 500 ETF Trust	−4	380	$283,772
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	46,250	$1,479,537
BUYZ	Franklin Disruptive Commerce ETF	40,394	$1,011,263
FCA	First Trust China AlphaDEX Fund	10,244	$969,901
CAT	Caterpillar Inc	263	$280,068
INTC	Intel Corp	1,806	$252,171
LRCX	Lam Research Corp	574	$248,731
AMAT	Applied Materials Inc /De	317	$229,191
DIA	Spdr Dow Jones Industrial Average ETF Trust	422	$220,448
KLAC	Kla Corp	730	$220,248
GLW	Corning Inc /Ny	839	$214,305
MRNA	Moderna, Inc.	3,052	$213,731
TER	Teradyne, Inc	416	$201,277
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
AAPB	GraniteShares ETF Trust GraniteShares 2x Long AAPL Daily ETF	23,511	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 tracked positions · $165,526,466 total · filing declares 72 positions · $169,337,424 · as of Jun 30, 2026

All sectors Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CAAA	First Trust AAA CMBS ETF	Reduced	663,765	-41,431	$24,445,391	−7.8%	14.77%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	610,810	+24,431	$22,192,327	+10.4%	13.41%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	537,689	+55,236	$16,988,931	+15.9%	10.26%
AGGH	Simplify Aggregate Bond ETF	Added	657,892	+63,130	$15,084,540	+10.8%	9.11%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	265,618	-68,255	$14,026,259	−6.6%	8.47%
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	Reduced	247,865	-5,006	$13,525,534	+8.0%	8.17%
JA	Janus Henderson AA-A CLO ETF	Reduced	232,529	-771	$11,740,389	−0.1%	7.09%
AIEQ	Amplify AI Powered Equity ETF	Added	154,574	+6,950	$7,064,031	+6.7%	4.27%
BILZ	PIMCO Ultra Short Government Active ETF	Reduced	210,587	-19,769	$6,979,041	−10.3%	4.22%
AAAP	Pacer Barings CLO Market Flex ETF	Added	70,735	+6,243	$4,399,717	+9.0%	2.66%
IVZ	Invesco Ltd. Financial Services	Added	100,977	+1,672	$3,633,771	+21.2%	2.20%
ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund Financial Services	Reduced	305,360	-140,143	$2,943,670	−24.7%	1.78%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	14,378	-3,332	$2,422,117	+8.6%	1.46%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	15,643	+7,524	$2,402,559	—	1.45%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Reduced	58,102	-5,014	$2,100,436	−5.1%	1.27%
ACES	ALPS Clean Energy ETF	Reduced	33,020	-13,689	$1,712,087	−30.4%	1.03%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	NEW	46,250	NEW	$1,479,537	NEW	0.89%
BKF	iShares MSCI BIC ETF	Reduced	19,129	-3,865	$1,308,614	+0.2%	0.79%
		Reduced	13,675	-4,382	$1,300,391	−24.4%	0.79%
ONEQ	Fidelity Nasdaq Composite Index ETF	Reduced	11,827	-4,196	$1,220,782	−10.3%	0.74%
FCAL	First Trust California Municipal High income ETF	Reduced	13,727	-104	$1,013,052	+4.1%	0.61%
BUYZ	Franklin Disruptive Commerce ETF	NEW	40,394	NEW	$1,011,263	NEW	0.61%
FCA	First Trust China AlphaDEX Fund	NEW	10,244	NEW	$969,901	NEW	0.59%
FAB	First Trust Multi Cap Value AlphaDEX Fund	Held	3,741	0	$724,893	+25.7%	0.44%
AAAC	Columbia AAA CLO ETF	Added	13,108	+302	$567,314	+13.6%	0.34%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	10,395	-676	$425,779	−2.6%	0.26%
BAPR	Innovator U.S. Equity Buffer ETF - April	Held	8,911	0	$406,698	+6.8%	0.25%
ET	Energy Transfer LP Energy	Held	17,500	0	$334,600	−0.9%	0.20%
SPY	Spdr S&P 500 ETF Trust	Reduced	380	-4	$283,772	+13.6%	0.17%
CAT	Caterpillar Inc Industrials	NEW	263	NEW	$280,068	NEW	0.17%
JPM	Jpmorgan Chase & Co Financial Services	Held	800	0	$261,864	+11.3%	0.16%
INTC	Intel Corp Technology	NEW	1,806	NEW	$252,171	NEW	0.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	500	0	$250,195	+4.4%	0.15%
LRCX	Lam Research Corp Technology	NEW	574	NEW	$248,731	NEW	0.15%
AMAT	Applied Materials Inc /De Technology	NEW	317	NEW	$229,191	NEW	0.14%
BCLO	iShares BBB-B CLO Active ETF	Reduced	4,334	-7,550	$226,841	−63.2%	0.14%
DIA	Spdr Dow Jones Industrial Average ETF Trust	NEW	422	NEW	$220,448	NEW	0.13%
KLAC	Kla Corp Technology	NEW	730	NEW	$220,248	NEW	0.13%
GLW	Corning Inc /Ny Technology	NEW	839	NEW	$214,305	NEW	0.13%
MRNA	Moderna, Inc. Healthcare	NEW	3,052	NEW	$213,731	NEW	0.13%
TER	Teradyne, Inc Technology	NEW	416	NEW	$201,277	NEW	0.12%
AIPO	Defiance AI & Power Infrastructure ETF	Added	173,678	+73,348	$0	—	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.