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: $169.3M71 positionsView on SEC.gov

			% of Portfolio
ALPS ETF TR	ALERIAN MLP	$1.7M	1.0%Prev: 2.8%	33,020 SH	Decreased-51,895 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$7.1M	4.2%Prev: 4.3%	154,574 SH	Increased+5,626 SH
APPLIED MATLS INC	COM	$229K	0.1%	317 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$250K	0.1%Prev: 0.2%	500 SH	Increased
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$227K	0.1%	4,334 SH	New
CATERPILLAR INC	COM	$280K	0.2%	263 SH	New
COLUMBIA ETF TR I	RESH ENHNC COR	$567K	0.3%Prev: 0.2%	13,108 SH	Increased+4,928 SH
CORNING INC	COM	$214K	0.1%	839 SH	New
EATON VANCE TAX-MANAGED GLOB	COM	$2.9M	1.7%Prev: 2.4%	305,360 SH	Decreased-114,780 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$335K	0.2%Prev: 0.2%	17,500 SH	Increased
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$1.2M	0.7%	11,827 SH	New
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$1.0M	0.6%Prev: 0.7%	13,727 SH	Decreased-1,823 SH
FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	$970K	0.6%	10,244 SH	New
FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$6.0M	3.6%Prev: 3.1%	253,238 SH	Increased+52,191 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ BUYWRITE	$3.9M	2.3%Prev: 1.8%	174,311 SH	Increased+35,722 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$2.4M	1.4%Prev: 0.7%	18,372 SH	Increased+4,775 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.5M	0.9%	18,242 SH	New
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$3.2M	1.9%	73,526 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$725K	0.4%Prev: 2.7%	3,741 SH	Decreased-27,110 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$7.4M	4.4%Prev: 4.8%	78,793 SH	Increased-31 SH
FIRST TR EXCHANGE-TRADED FD	DJ GLBL DIVID	$1.5M	0.9%	46,250 SH	New
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$4.8M	2.8%Prev: 6.9%	79,945 SH	Decreased-92,861 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR TA HIYL	$1.2M	0.7%Prev: 1.2%	30,657 SH	Decreased-10,485 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$6.5M	3.8%Prev: 3.4%	129,770 SH	Increased+26,515 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST GOLD	$379K	0.2%Prev: 1.0%	17,995 SH	Decreased-48,342 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$5.1M	3.0%Prev: 1.8%	174,809 SH	Increased+68,655 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST SMID	$4.5M	2.7%	196,412 SH	New
FIRST TR EXCHANGE-TRADED FD	FT VEST TEC	$744K	0.4%	23,437 SH	New
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$6.2M	3.7%Prev: 3.3%	168,830 SH	Increased+27,213 SH
FIRST TR EXCHANGE-TRADED FD	SSI STRG ETF	$1.5M	0.9%	28,735 SH	New
FIRST TR EXCHNG TRADED FD VI	FT LADD BUFF ETF	$7.0M	4.1%	190,548 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$973K	0.6%Prev: 0.6%	26,140 SH	Increased-1,498 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST NASD ETF	$7.2M	4.3%	183,487 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$261K	0.2%	5,901 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$235K	0.1%Prev: 0.1%	5,160 SH	Increased-60 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$3.2M	1.9%Prev: 1.8%	64,226 SH	Increased+1,951 SH
FIRST TR EXCHNG TRADED FD VI	SMIT UNCO BD ETF	$3.4M	2.0%	135,348 SH	New
FRANKLIN TEMPLETON ETF TR	ULTR SHOR BD ETF	$1.0M	0.6%	40,394 SH	New
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$1.5M	0.9%Prev: 0.7%	42,557 SH	Increased+11,671 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$407K	0.2%Prev: 0.2%	8,911 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$642K	0.4%Prev: 0.4%	15,545 SH	Increased
INTEL CORP	COM	$252K	0.1%	1,806 SH	New
INVESCO EXCH TRADED FD TR II	DORSEY WRGT DVLP	$859K	0.5%	15,374 SH	New
INVESCO EXCH TRADED FD TR II	EMRNG MKT SVRG	$1.3M	0.8%	61,766 SH	New
INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$1.4M	0.8%	23,837 SH	New
INVESCO EXCHANGE TRADED FD T	LARG CAP GRO ETF	$2.4M	1.4%	14,378 SH	New
ISHARES TR	GLOBAL 100 ETF	$355K	0.2%Prev: 0.2%	2,598 SH	Increased-385 SH
ISHARES TR	MSCI ACWI ETF	$2.0M	1.2%Prev: 0.2%	13,045 SH	Increased+11,149 SH
ISHARES TR	MSCI EMG MKT ETF	$1.3M	0.8%	19,129 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$11.7M	6.9%Prev: 7.9%	232,529 SH	Decreased+649 SH
JPMORGAN CHASE & CO	COM	$262K	0.2%	800 SH	New
KLA CORP	COM NEW	$220K	0.1%	730 SH	New
LAM RESEARCH CORP	COM NEW	$249K	0.1%	574 SH	New
MODERNA INC	COM	$214K	0.1%	3,052 SH	New
NEOS ETF TRUST	NASDAQ 100 HIGH	$5.9M	3.5%Prev: 1.8%	104,729 SH	Increased+53,339 SH
NEOS ETF TRUST	NEOS ENH INC 1-3	$321K	0.2%	6,437 SH	New
NEOS ETF TRUST	NEOS S&P 500 HI	$7.3M	4.3%Prev: 3.5%	136,699 SH	Increased+33,496 SH
PACER FDS TR	US CASH COWS 100	$4.4M	2.6%Prev: 2.5%	70,735 SH	Increased+2,902 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$1.9M	1.1%Prev: 2.1%	18,768 SH	Decreased-12,603 SH
PIMCO ETF TR	MULTISECTOR BD	$5.1M	3.0%	191,819 SH	New
SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BD ETF	$3.8M	2.2%	188,474 SH	New
SIMPLIFY EXCHANGE TRADED FUN	BARRIER INCOME	$3.4M	2.0%	132,684 SH	New
SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$7.9M	4.7%Prev: 4.9%	336,734 SH	Increased+29,755 SH
SPDR INDEX SHS FDS	ST MAR DIVID ETF	$426K	0.3%	10,395 SH	New
SPDR SERIES TRUST	ST STR BL 12 ETF	$606K	0.4%	6,100 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$694K	0.4%	7,575 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$220K	0.1%	422 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$284K	0.2%	380 SH	New
TERADYNE INC	COM	$201K	0.1%	416 SH	New
TIDAL TRUST II	YIE GOL MIN ETF	$1.5M	0.9%	147,322 SH	New
TIDAL TRUST II	YIEL SE PORT ETF	$2.3M	1.4%	26,356 SH	New

Sold (vs prior filing)

FIRST TR EXCH TRADED FD III — $3.8M
FIRST TR EXCHANGE TRADED FD — $1.5M
FIRST TR EXCHANGE TRADED FD — $1.4M
FIRST TR EXCHANGE-TRADED FD — $8.4M
FIRST TR EXCHANGE-TRADED FD — $2.4M
FIRST TR EXCHANGE-TRADED FD — $2.5M
FIRST TR EXCHNG TRADED FD VI — $12.6M
FIRST TR EXCHNG TRADED FD VI — $217K
GRANITESHARES ETF TR — $4.0M
ISHARES TR — $1.7M
ISHARES TR — $824K
JPMORGAN CHASE & CO. — $232K
PROSHARES TR — $592K
SPDR INDEX SHS FDS — $363K
SPDR S&P 500 ETF TR — $235K
SPDR SERIES TRUST — $2.5M
SPDR SERIES TRUST — $1.2M
TIDAL TR II — $2.0M
UBS AG — $601K

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