RIVER'S EDGE WEALTH MANAGEMENT, LLC
Filing Date
Global Rank
#8,175
/ 8,232
▲ 204
Top Industry
Consumer Electronics
51.9%
3Y Alpha vs SPY
+5.0%
Period ended 2 months ago
Filed Apr 27, 2026 · 47d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+10.4%
SPY
+9.1%
Annualised alpha
+5.0%
Max drawdown
−9.5%
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
3 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
36.5%
−15.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
3,351
Highly concentrated−1,660
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 63.5% | $432,506 |
| Unclassified | 36.5% | $248,429 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +13 | 884 | $224,350 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | 1,423 | $208,156 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
3 positions ·
$680,935 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 382 | $248,429 | 36.48% | |
| AAPL |
Apple Inc.
Technology
|
Added | 884 | $224,350 | 32.95% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 1,423 | $208,156 | 30.57% |