Loading…
CIK 0002109861 • 4 13F filings • Feb 17, 2026 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("river-s-edge-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $294K | 0.3%Prev: 0.2% | 898 SH | Increased+14 SH |
| BLACKROCK ETF TRUST II | ISHA SH TERM ETF | $209K | 0.2% | 4,154 SH | New |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $1.8M | 1.6%Prev: 1.5% | 44,334 SH | Increased+4,271 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $4.5M | 3.9%Prev: 3.8% | 20,958 SH | Increased+937 SH |
| ISHARES INC | CORE MSCI EMKT | $4.9M | 4.3%Prev: 4.4% | 62,040 SH | Increased+1,603 SH |
| ISHARES TR | CORE DIV GRWTH | $329K | 0.3%Prev: 0.4% | 4,298 SH | Decreased-1,305 SH |
| ISHARES TR | CORE MSCI EAFE | $8.5M | 7.5%Prev: 7.3% | 86,959 SH | Increased+5,022 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.9M | 1.7%Prev: 1.8% | 24,923 SH | Decreased-1,392 SH |
| ISHARES TR | CORE S&P SCP ETF | $264K | 0.2%Prev: 0.2% | 1,807 SH | Increased-11 SH |
| ISHARES TR | CORE S&P500 ETF | $1.0M | 0.9%Prev: 0.9% | 1,367 SH | Increased-26 SH |
| ISHARES TR | CORE UNIVRSL USD | $593K | 0.5%Prev: 0.6% | 12,955 SH | Decreased-310 SH |
| ISHARES TR | CORE US AGGBD ET | $6.2M | 5.5%Prev: 5.7% | 63,520 SH | Increased+2,649 SH |
| ISHARES TR | IBDS DEC28 ETF | $871K | 0.8%Prev: 0.8% | 34,566 SH | Increased+495 SH |
| ISHARES TR | IBON 2026 TE ETF | $423K | 0.4% | 18,749 SH | New |
| ISHARES TR | IBON 2027 TE ETF | $434K | 0.4% | 19,719 SH | New |
| ISHARES TR | IBONDS 27 ETF | $819K | 0.7%Prev: 0.8% | 33,896 SH | Decreased-128 SH |
| ISHARES TR | IBONDS 28 TR HI | $408K | 0.4%Prev: 0.4% | 17,410 SH | Decreased+116 SH |
| ISHARES TR | IBONDS 29 TR HI | $355K | 0.3%Prev: 0.3% | 15,228 SH | Decreased-474 SH |
| ISHARES TR | IBONDS DEC 2030 | $250K | 0.2%Prev: 0.2% | 11,538 SH | Increased+1,903 SH |
| ISHARES TR | IBONDS DEC 29 | $649K | 0.6%Prev: 0.6% | 28,112 SH | Increased+994 SH |
| ISHARES TR | IBONDS DEC2026 | $739K | 0.7%Prev: 0.7% | 30,519 SH | Decreased-1,775 SH |
| ISHARES TR | INTL DIV GRWTH | $7.0M | 6.2%Prev: 6.1% | 77,946 SH | Increased+3,404 SH |
| ISHARES TR | MRGSTR SM CP GR | $419K | 0.4%Prev: 0.4% | 6,601 SH | Increased-255 SH |
| ISHARES TR | MSCI EAFE MIN VL | $466K | 0.4%Prev: 0.4% | 5,168 SH | Decreased+63 SH |
| ISHARES TR | MSCI INTL QUALTY | $338K | 0.3%Prev: 0.3% | 6,790 SH | Increased+101 SH |
| ISHARES TR | MSCI USA MIN ETF | $2.8M | 2.4% | 28,645 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $11.3M | 9.9%Prev: 9.7% | 51,391 SH | Increased+1,451 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.1M | 1.0%Prev: 1.1% | 10,720 SH | Decreased+27 SH |
| ISHARES TR | RUS 1000 GRW ETF | $618K | 0.5%Prev: 0.6% | 5,002 SH | Decreased+3,692 SH |
| ISHARES TR | RUS 1000 VAL ETF | $478K | 0.4%Prev: 0.4% | 1,931 SH | Increased+1 SH |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $250K | 0.2%Prev: 0.2% | 6,073 SH | Increased+23 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $625K | 0.5%Prev: 0.6% | 17,195 SH | Decreased-1,017 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $287K | 0.3%Prev: 0.3% | 10,426 SH | Increased-72 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $13.9M | 12.2%Prev: 12.0% | 392,236 SH | Increased+12,422 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $289K | 0.3%Prev: 0.3% | 383 SH | Increased+1 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $3.7M | 3.2%Prev: 3.2% | 37,571 SH | Increased+1,953 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $13.1M | 11.5%Prev: 11.2% | 18,823 SH | Increased+628 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $417K | 0.4%Prev: 0.4% | 1,405 SH | Decreased-211 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.4M | 1.3%Prev: 1.3% | 4,068 SH | Increased+82 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.4M | 1.2%Prev: 1.2% | 27,855 SH | Increased+1,575 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $1.1M | 1.0%Prev: 1.0% | 3,186 SH | Increased-1 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $5.5M | 4.8%Prev: 4.6% | 45,900 SH | Increased+1,737 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $11.1M | 9.7%Prev: 9.5% | 46,636 SH | Increased+1,919 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $690K | 0.6%Prev: 0.6% | 9,739 SH | Increased-146 SH |
| 13F-HR |
| 0002109861-26-000004 |
| $113.7M |
| View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0002109861-26-000003 | $106.5M | View |