RiverTree Advisors, LLC

CIK 0001872501 • 6 13F filings • Apr 17, 2025 – Jul 22, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $156.0M52 positionsView on SEC.gov

			% of Portfolio
ALPS ETF TR	ALERIAN MLP	$2.7M	1.7%Prev: 1.0%	57,019 SH	Increased+23,999 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$6.6M	4.2%Prev: 4.2%	148,475 SH	Decreased-6,099 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$251K	0.2%Prev: 0.1%	500 SH	Increased
COLUMBIA ETF TR I	RESH ENHNC COR	$580K	0.4%Prev: 0.3%	14,375 SH	Increased+1,267 SH
EATON VANCE TAX-MANAGED GLOB	COM	$3.8M	2.5%Prev: 1.7%	423,067 SH	Increased+117,707 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$300K	0.2%Prev: 0.2%	17,500 SH	Decreased
FIRST TR EXCH TRADED FD III	FT VEST SMID	$3.7M	2.3%	169,417 SH	New
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$1.1M	0.7%Prev: 0.6%	15,064 SH	Increased+1,337 SH
FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$4.7M	3.0%Prev: 3.6%	198,053 SH	Decreased-55,185 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ BUYWRITE	$2.7M	1.8%Prev: 2.3%	133,296 SH	Decreased-41,015 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$1.2M	0.8%Prev: 1.4%	12,378 SH	Decreased-5,994 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$3.7M	2.4%Prev: 0.4%	26,264 SH	Increased+22,523 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$7.4M	4.7%Prev: 4.4%	78,630 SH	Decreased-163 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$7.4M	4.7%Prev: 2.8%	122,938 SH	Increased+42,993 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR TA HIYL	$1.5M	1.0%Prev: 0.7%	36,712 SH	Increased+6,055 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$7.2M	4.6%Prev: 3.8%	144,149 SH	Increased+14,379 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST GOLD	$2.5M	1.6%Prev: 0.2%	106,339 SH	Increased+88,344 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$3.3M	2.1%Prev: 3.0%	128,577 SH	Decreased-46,232 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST TEC	$1.6M	1.0%Prev: 0.4%	54,486 SH	Increased+31,049 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$5.1M	3.2%Prev: 3.7%	140,946 SH	Decreased-27,884 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$8.5M	5.4%	184,436 SH	New
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$2.7M	1.7%	71,563 SH	New
FIRST TR EXCHANGE-TRADED FD	SSI STRG ETF	$674K	0.4%Prev: 0.9%	15,751 SH	Decreased-12,984 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$13.1M	8.4%	384,245 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$858K	0.6%Prev: 0.6%	26,666 SH	Decreased+526 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$220K	0.1%Prev: 0.1%	5,220 SH	Decreased+60 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$2.7M	1.7%Prev: 1.9%	59,479 SH	Decreased-4,747 SH
GRANITESHARES ETF TR	HIPS US HIGH INC	$1.8M	1.2%	152,408 SH	New
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$966K	0.6%Prev: 0.9%	29,441 SH	Decreased-13,116 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$378K	0.2%Prev: 0.2%	8,911 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$605K	0.4%Prev: 0.4%	15,545 SH	Decreased
INVESCO EXCH TRADED FD TR II	DORSEY WRGT DVLP	$1.3M	0.9%Prev: 0.5%	28,038 SH	Increased+12,664 SH
INVESCO QQQ TR	UNIT SER 1	$214K	0.1%	356 SH	New
ISHARES TR	FLTG RATE NT ETF	$1.6M	1.0%	30,761 SH	New
ISHARES TR	GLOBAL 100 ETF	$356K	0.2%Prev: 0.2%	2,969 SH	Increased+371 SH
ISHARES TR	MSCI ACWI ETF	$454K	0.3%Prev: 1.2%	3,286 SH	Decreased-9,759 SH
ISHARES TR	MSCI USA MMENTM	$716K	0.5%	2,793 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$11.9M	7.7%Prev: 6.9%	235,090 SH	Increased+2,561 SH
JPMORGAN CHASE & CO.	COM	$252K	0.2%	800 SH	New
NEOS ETF TRUST	NASDAQ 100 HDGD	$1.3M	0.8%	23,153 SH	New
NEOS ETF TRUST	NASDAQ 100 HIGH	$4.3M	2.8%Prev: 3.5%	79,986 SH	Decreased-24,743 SH
NEOS ETF TRUST	NEOS S&P 500 HI	$6.0M	3.8%Prev: 4.3%	114,543 SH	Decreased-22,156 SH
PACER FDS TR	US CASH COWS 100	$3.7M	2.4%Prev: 2.6%	65,237 SH	Decreased-5,498 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$5.5M	3.5%Prev: 1.1%	54,445 SH	Increased+35,677 SH
RBB FD INC	US TREAS 3 MNTH	$400K	0.3%	8,006 SH	New
SIMPLIFY EXCHANGE TRADED FUN	HIGH YIELD ETF	$4.0M	2.6%	173,979 SH	New
SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$7.3M	4.7%Prev: 4.7%	307,001 SH	Decreased-29,733 SH
SPDR INDEX SHS FDS	S&P EM MKT DIV	$1.8M	1.1%	45,304 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$256K	0.2%	384 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$2.6M	1.7%	28,397 SH	New
SPDR SERIES TRUST	BLOOMBERG 3-12 M	$1.1M	0.7%	10,703 SH	New
TIDAL TRUST II	YIELDMAX MAGNIFI	$1.2M	0.8%	79,542 SH	New

Sold (vs prior filing)

APPLIED MATLS INC — $229K
BLACKROCK ETF TRUST II — $227K
CATERPILLAR INC — $280K
CORNING INC — $214K
FIDELITY COMWLTH TR — $1.2M
FIRST TR EXCH TRD ALPHDX FD — $970K
FIRST TR EXCHANGE TRADED FD — $1.5M
FIRST TR EXCHANGE TRADED FD — $3.2M
FIRST TR EXCHANGE-TRADED FD — $1.5M
FIRST TR EXCHANGE-TRADED FD — $4.5M
FIRST TR EXCHNG TRADED FD VI — $7.0M
FIRST TR EXCHNG TRADED FD VI — $7.2M
FIRST TR EXCHNG TRADED FD VI — $261K
FIRST TR EXCHNG TRADED FD VI — $3.4M
FRANKLIN TEMPLETON ETF TR — $1.0M
INTEL CORP — $252K
INVESCO EXCH TRADED FD TR II — $1.3M
INVESCO EXCH TRADED FD TR II — $1.4M
INVESCO EXCHANGE TRADED FD T — $2.4M
ISHARES TR — $1.3M
… and 16 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001872501-26-000005	—	View
Jan 15, 2026	Q4 2025	13F-HR	0001872501-26-000001	$156.9M	View
Nov 4, 2025	Q3 2025