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River'S Edge Wealth Management, LLC

13F filer · CIK 0002109861
Reported Jul 16, 2026
Net seller this quarter
13F portfolio value$114MU.S. long equity reported on 13F
Positions30 new · 1 closed
Net flow last quarter-$160KBuys minus sells
Top 10 positions weight0.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 16, 20263 positions
AAPLApple Inc.$294K0.26%0.00%+1.6%Q4 2025
SPYSPDR S&P 500 ETF Trust$289K0.25%Not reported+0.3%Q4 2025
CALIChina Auto Logistics Inc$209K0.18%Not reported+0.6%Q4 2025
Q1 2026Reported Apr 27, 20264 positions
SPYSPDR S&P 500 ETF Trust$273K0.26%Not reportedNot reportedQ4 2025
AAPLApple Inc.$240K0.22%0.00%+1.5%Q4 2025
CALIChina Auto Logistics Inc$209K0.20%Not reported+0.4%Q4 2025
PLTRPalantir Technologies Inc.$204K0.19%0.00%NewQ1 2026
Q4 2025Reported Feb 17, 20263 positions
SPYSPDR S&P 500 ETF Trust$260K0.25%Not reportedNewQ4 2025
AAPLApple Inc.$223K0.22%0.00%NewQ4 2025
CALIChina Auto Logistics Inc$208K0.20%Not reportedNewQ4 2025
Premium opens every quarter this fund has filed
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