RIVER'S EDGE WEALTH MANAGEMENT, LLC

Registered adviser

CIK

2109861

Location

BEAVER, PA

Portfolio Value

Micro $57,569,904

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,032 / 8,811 ▲ 413 · as of Jun 2026

Top Industry

Consumer Electronics 40.6%

3Y Alpha vs SPY

-8.1%

Period ended 21 days ago

Filed Oct 19, 2026 · 2d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 313711

Roster of Oct 1, 2026

Regulatory AUM

$157,086,676

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$157,086,676	Individuals and high net worth (96%)
Apr 2025 to Feb 2026	$122,681,641	Individuals and high net worth (97%)
Aug 2024 to Mar 2025	$102,302,391	Individuals and high net worth (97%)
Oct 2021 to Mar 2022	$57,520,446	Individuals and high net worth (99%)
Aug 2021 to Sep 2021	$49,192,973	Individuals and high net worth (100%)
May 2021 to Jul 2021	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 99.4% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 96.1%; sector active share 90.4% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

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

View clone backtest

Portfolio Concentration

49 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

26.7%

−20.0 pts

Top 5

92.9%

+1.1 pts

Top 10

97.9%

−1.4 pts

HHI

2,184

Moderately concentrated−564

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	98.7%	$56,809,272	46
Technology	1.0%	$575,255	2
Consumer Defensive	0.3%	$185,377	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	+29,659	41,197	$0
SCHM	Schwab U.S. Mid-Cap ETF	+18,189	410,425	$13,962,658
IEMG	iShares Trust	+15,959	77,999	$0
IUSB	iShares Core Universal USD Bond ETF	+12,794	25,749	$0
FENI	Fidelity Enhanced International ETF	+5,472	49,806	$1,987,757
IEFA	iShares Core MSCI EAFE ETF	+3,683	90,642	$0
MUB	iShares National Muni Bond ETF	+2,626	13,346	$0
VNQ	VANGUARD REAL ESTATE INDEX FUND	+2,364	39,935	$3,579,374
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	+1,823	47,723	$5,356,429
VIG	Vanguard Specialized Funds	+1,470	48,106	$11,223,610
IGRO	iShares International Dividend Growth ETF	+1,381	79,327	$0
USMV	iShares MSCI USA Min Vol Factor ETF	+1,193	29,838	$0
QUAL	iShares MSCI USA Quality Factor ETF	+1,114	52,505	$0
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	+1,011	29,123	$0
RSP	Victory Portfolios II	+781	21,739	$0
VOO	VANGUARD 500 INDEX FUND	+446	19,269	$13,504,871
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	+215	4,283	$1,446,925
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	+109	30,628	$0
IBHI	iShares iBonds 2029 Term High Yield and Income ETF	+89	15,317	$0
IBHF	iShares iBonds 2026 Term High Yield and Income ETF	+36	18,785	$0
AAPL	Apple Inc.	+29	927	$308,709
IVV	iShares Core S&P 500 ETF	+22	1,389	$0
VONE	VANGUARD RUSSELL 1000 INDEX FUND	+16	3,202	$1,101,488
IWF	iShares Russell 1000 Growth ETF	+4	5,006	$0
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−4,629	23,226	$1,099,983
AGG	iShares Core U.S. Aggregate Bond ETF	−4,021	59,499	$0
NUEM	Nuveen ESG Emerging Markets Equity ETF	−720	5,353	$227,984
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	−541	33,355	$0
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	−425	34,141	$0
IBHG	iShares iBonds 2027 Term High Yield and Income ETF	−408	19,311	$0
SCHE	Schwab Emerging Markets Equity ETF	−404	16,791	$612,031
IJH	iShares Core S&P Mid-Cap ETF	−389	24,534	$0
IBHH	iShares iBonds 2028 Term High Yield and Income ETF	−382	17,028	$0
DGRO	iShares Core Dividend Growth ETF	−243	4,055	$0
ISCG	iShares Morningstar Small-Cap Growth ETF	−181	6,420	$0
EFAV	iShares MSCI EAFE Min Vol Factor ETF	−159	5,009	$0
VEA	Vanguard FTSE Developed Markets ETF	−153	9,586	$676,867
IJR	iShares Core S&P Small-Cap ETF	−51	1,756	$0
IWD	iShares Russell 1000 Value ETF	−14	1,917	$0
SCHF	Schwab International Equity ETF	−12	10,414	$286,072
SPY	Spdr S&P 500 ETF Trust	−5	378	$288,274
VB	Vanguard Index Funds	−1	1,404	$399,423
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	17,683	$523,239
HYD	VanEck High Yield Muni ETF	6,638	$318,823
PLTR	Palantir Technologies Inc.	1,425	$266,546
JMST	JPMorgan Ultra-Short Municipal Income ETF	4,222	$213,464
PG	PROCTER & GAMBLE Co	1,276	$185,377
USHY	iShares Broad USD High Yield Corporate Bond ETF	13,999	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CALI		4,154	$209,922
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $57,569,904 total · filing declares 49 positions · $119,268,483 · as of Sep 30, 2026

All sectors Consumer Defensive Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHM	Schwab U.S. Mid-Cap ETF	Added	410,425	+18,189	$13,962,658	−3.5%	24.25%
VOO	VANGUARD 500 INDEX FUND	Added	19,269	+446	$13,504,871	+4.5%	23.46%
VIG	Vanguard Specialized Funds	Added	48,106	+1,470	$11,223,610	+1.7%	19.50%
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	Added	47,723	+1,823	$5,356,429	−3.9%	9.30%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	39,935	+2,364	$3,579,374	−1.2%	6.22%
FENI	Fidelity Enhanced International ETF	Added	49,806	+5,472	$1,987,757	+11.7%	3.45%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Added	4,283	+215	$1,446,925	−2.7%	2.51%
VONE	VANGUARD RUSSELL 1000 INDEX FUND	Added	3,202	+16	$1,101,488	+2.1%	1.91%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Reduced	23,226	-4,629	$1,099,983	−21.9%	1.91%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	9,586	-153	$676,867	−2.5%	1.18%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	16,791	-404	$612,031	−1.8%	1.06%
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	NEW	17,683	NEW	$523,239	NEW	0.91%
VB	Vanguard Index Funds	Reduced	1,404	-1	$399,423	−6.2%	0.69%
HYD	VanEck High Yield Muni ETF	NEW	6,638	NEW	$318,823	NEW	0.55%
AAPL	Apple Inc. Technology	Added	927	+29	$308,709	+18.8%	0.54%
SPY	Spdr S&P 500 ETF Trust	Reduced	378	-5	$288,274	+0.8%	0.50%
SCHF	Schwab International Equity ETF	Reduced	10,414	-12	$286,072	−0.9%	0.50%
PLTR	Palantir Technologies Inc. Technology	NEW	1,425	NEW	$266,546	NEW	0.46%
NUEM	Nuveen ESG Emerging Markets Equity ETF	Reduced	5,353	-720	$227,984	−11.5%	0.40%
JMST	JPMorgan Ultra-Short Municipal Income ETF	NEW	4,222	NEW	$213,464	NEW	0.37%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	1,276	NEW	$185,377	NEW	0.32%
RSP	Victory Portfolios II	Added	21,739	+781	$0	−100.0%	0.00%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	59,499	-4,021	$0	−100.0%	0.00%
DGRO	iShares Core Dividend Growth ETF	Reduced	4,055	-243	$0	−100.0%	0.00%
EFAV	iShares MSCI EAFE Min Vol Factor ETF	Reduced	5,009	-159	$0	−100.0%	0.00%
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	Added	30,628	+109	$0	−100.0%	0.00%
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	Reduced	33,355	-541	$0	−100.0%	0.00%
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	Reduced	34,141	-425	$0	−100.0%	0.00%
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	Added	29,123	+1,011	$0	−100.0%	0.00%
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	Added	41,197	+29,659	$0	−100.0%	0.00%
IBHF	iShares iBonds 2026 Term High Yield and Income ETF	Added	18,785	+36	$0	−100.0%	0.00%
IBHG	iShares iBonds 2027 Term High Yield and Income ETF	Reduced	19,311	-408	$0	−100.0%	0.00%
IBHH	iShares iBonds 2028 Term High Yield and Income ETF	Reduced	17,028	-382	$0	−100.0%	0.00%
IBHI	iShares iBonds 2029 Term High Yield and Income ETF	Added	15,317	+89	$0	−100.0%	0.00%
IEFA	iShares Core MSCI EAFE ETF	Added	90,642	+3,683	$0	−100.0%	0.00%
IEMG	iShares Trust	Added	77,999	+15,959	$0	−100.0%	0.00%
IGRO	iShares International Dividend Growth ETF	Added	79,327	+1,381	$0	−100.0%	0.00%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	24,534	-389	$0	−100.0%	0.00%
IJR	iShares Core S&P Small-Cap ETF	Reduced	1,756	-51	$0	−100.0%	0.00%
IQLT	iShares MSCI Intl Quality Factor ETF	Held	6,790	0	$0	−100.0%	0.00%
ISCG	iShares Morningstar Small-Cap Growth ETF	Reduced	6,420	-181	$0	−100.0%	0.00%
IUSB	iShares Core Universal USD Bond ETF	Added	25,749	+12,794	$0	−100.0%	0.00%
IVV	iShares Core S&P 500 ETF	Added	1,389	+22	$0	−100.0%	0.00%
IWD	iShares Russell 1000 Value ETF	Reduced	1,917	-14	$0	−100.0%	0.00%
IWF	iShares Russell 1000 Growth ETF	Added	5,006	+4	$0	−100.0%	0.00%
MUB	iShares National Muni Bond ETF	Added	13,346	+2,626	$0	−100.0%	0.00%
QUAL	iShares MSCI USA Quality Factor ETF	Added	52,505	+1,114	$0	−100.0%	0.00%
USHY	iShares Broad USD High Yield Corporate Bond ETF	NEW	13,999	NEW	$0	NEW	0.00%
USMV	iShares MSCI USA Min Vol Factor ETF	Added	29,838	+1,193	$0	−100.0%	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.