RIVER'S EDGE WEALTH MANAGEMENT, LLC - Portfolio overview

RIVER'S EDGE WEALTH MANAGEMENT, LLC has 46 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHM - SCHWAB STRATEGIC TR, 12.00%
2. VOO - VANGUARD INDEX FDS, 11.21%
3. QUAL - ISHARES TR, 9.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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