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RIVER'S EDGE WEALTH MANAGEMENT, LLC

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13F filer, CIK 2109861, BEAVER, PA

RIVER'S EDGE WEALTH MANAGEMENT, LLC reported $113,654,299 across 44 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-16. Its ten largest share positions make up 75.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002109861-26-000004

Period
2026-06-30
Reported value
$114M
Holdings
44
Top 10 weight
75.62%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IEFAadded+5,022$490K
IWFadded+3,692$456K
VIGadded+1,919$455K
SCHMadded+12,422$439K
VOOadded+628$436K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
JMSTexited-4,421-$225K
PLTRexited-1,423-$204K
IJHreduced-1,392-$105K
DGROreduced-1,305-$100K
VBreduced-211-$62.7K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002109861-26-000004, largest first. % of portfolio is the value over $113,654,299, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 372,482 shares; 2026Q1: 379,814 shares; 2026Q2: 392,236 shares 392,236$13.9M12.21%+12,422Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,916 shares; 2026Q1: 18,195 shares; 2026Q2: 18,823 shares 18,823$13.1M11.49%+628Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 49,030 shares; 2026Q1: 49,940 shares; 2026Q2: 51,391 shares 51,391$11.3M9.94%+1,451Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 48,446 shares; 2026Q1: 44,717 shares; 2026Q2: 46,636 shares 46,636$11.1M9.74%+1,919Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 80,276 shares; 2026Q1: 81,937 shares; 2026Q2: 86,959 shares 86,959$8.48M7.46%+5,022Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 73,942 shares; 2026Q1: 74,542 shares; 2026Q2: 77,946 shares 77,946$7.03M6.19%+3,404Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 58,925 shares; 2026Q1: 60,871 shares; 2026Q2: 63,520 shares 63,520$6.23M5.48%+2,649Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 42,692 shares; 2026Q1: 44,163 shares; 2026Q2: 45,900 shares 45,900$5.49M4.83%+1,737Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 59,564 shares; 2026Q1: 60,437 shares; 2026Q2: 62,040 shares 62,040$4.94M4.35%+1,603Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 19,344 shares; 2026Q1: 20,021 shares; 2026Q2: 20,958 shares 20,958$4.46M3.93%+937Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 34,280 shares; 2026Q1: 35,618 shares; 2026Q2: 37,571 shares 37,571$3.68M3.23%+1,953Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 26,906 shares; 2026Q1: 27,167 shares; 2026Q2: 28,645 shares 28,645$2.75M2.42%+1,478Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 25,449 shares; 2026Q1: 26,315 shares; 2026Q2: 24,923 shares 24,923$1.88M1.66%-1,392Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 37,561 shares; 2026Q1: 40,063 shares; 2026Q2: 44,334 shares 44,334$1.79M1.58%+4,271Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,805 shares; 2026Q1: 3,986 shares; 2026Q2: 4,068 shares 4,068$1.43M1.25%+82Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 28,122 shares; 2026Q1: 26,280 shares; 2026Q2: 27,855 shares 27,855$1.4M1.23%+1,575Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,859 shares; 2026Q1: 10,693 shares; 2026Q2: 10,720 shares 10,720$1.14M1.01%+27Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,837 shares; 2026Q1: 3,187 shares; 2026Q2: 3,186 shares 3,186$1.09M0.96%-1Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,396 shares; 2026Q1: 1,393 shares; 2026Q2: 1,367 shares 1,367$1.04M0.91%-26Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 33,420 shares; 2026Q1: 34,071 shares; 2026Q2: 34,566 shares 34,566$871K0.77%+495Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 33,052 shares; 2026Q1: 34,024 shares; 2026Q2: 33,896 shares 33,896$819K0.72%-128Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 32,202 shares; 2026Q1: 32,294 shares; 2026Q2: 30,519 shares 30,519$739K0.65%-1,775Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,105 shares; 2026Q1: 9,885 shares; 2026Q2: 9,739 shares 9,739$690K0.61%-146Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 27,035 shares; 2026Q1: 27,118 shares; 2026Q2: 28,112 shares 28,112$649K0.57%+994Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,572 shares; 2026Q1: 18,212 shares; 2026Q2: 17,195 shares 17,195$625K0.55%-1,017Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 999 shares; 2026Q1: 1,310 shares; 2026Q2: 5,002 shares 5,002$618K0.54%+3,692Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 14,077 shares; 2026Q1: 13,265 shares; 2026Q2: 12,955 shares 12,955$593K0.52%-310Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,009 shares; 2026Q1: 1,930 shares; 2026Q2: 1,931 shares 1,931$478K0.42%+1Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,193 shares; 2026Q1: 5,105 shares; 2026Q2: 5,168 shares 5,168$466K0.41%+63Timeline
IBHGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 19,310 shares; 2026Q1: 19,600 shares; 2026Q2: 19,719 shares 19,719$434K0.38%+119Timeline
IBHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,018 shares; 2026Q1: 20,063 shares; 2026Q2: 18,749 shares 18,749$423K0.37%-1,314Timeline
ISCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,905 shares; 2026Q1: 6,856 shares; 2026Q2: 6,601 shares 6,601$419K0.37%-255Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,638 shares; 2026Q1: 1,616 shares; 2026Q2: 1,405 shares 1,405$417K0.37%-211Timeline
IBHHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 17,024 shares; 2026Q1: 17,294 shares; 2026Q2: 17,410 shares 17,410$408K0.36%+116Timeline
IBHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,637 shares; 2026Q1: 15,702 shares; 2026Q2: 15,228 shares 15,228$355K0.31%-474Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,689 shares; 2026Q1: 6,689 shares; 2026Q2: 6,790 shares 6,790$338K0.3%+101Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,131 shares; 2026Q1: 5,603 shares; 2026Q2: 4,298 shares 4,298$329K0.29%-1,305Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 871 shares; 2026Q1: 884 shares; 2026Q2: 898 shares 898$294K0.26%+14Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 382 shares; 2026Q1: 382 shares; 2026Q2: 383 shares 383$289K0.25%+1Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,777 shares; 2026Q1: 10,498 shares; 2026Q2: 10,426 shares 10,426$287K0.25%-72Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,885 shares; 2026Q1: 1,818 shares; 2026Q2: 1,807 shares 1,807$264K0.23%-11Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 9,635 shares; 2026Q2: 11,538 shares 11,538$250K0.22%+1,903Timeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,079 shares; 2026Q1: 6,050 shares; 2026Q2: 6,073 shares 6,073$250K0.22%+23Timeline
CALIBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,111 shares; 2026Q1: 4,128 shares; 2026Q2: 4,154 shares 4,154$209K0.18%+26Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
JMSTJ P MORGAN EXCHANGE TRADED F4,421$225Kshares
PLTRPALANTIR TECHNOLOGIES INC1,423$204Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002109861-26-000004 base2026-07-16acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002109861-26-000004 Quarter ended 2026-06-302026-07-16acceptance time not in the bulk data set
13F-HR 0002109861-26-000003 Quarter ended 2026-03-312026-04-27acceptance time not in the bulk data set
13F-HR 0002109861-26-000002 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set