River's Edge Wealth Management, LLC holds a focused book of 44 stocks worth $113.7M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they trimmed Ishares Core S&P Midcap ETF. Their largest long position is Schwab US Mid Cap ETF at 12% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2109861/holdings"
Use Arkolith to show RIVER'S EDGE WEALTH MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US MID-CAP ETF | $13.9M | 392.2K | 12.2% | ▲+3.3% Added · +12K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $13.1M | 18.8K | 11.5% | ▲+3.5% Added · +628 sh | |
| 3 | Ishares TR MSCI USA QLT FCT | $11.3M | 51.4K | 9.9% | ▲+2.9% Added · +1K sh | |
| 4 | Vanguard Specialized Funds DIV APP ETF | $11.1M | 46.6K | 9.7% | ▲+4.3% Added · +2K sh | |
| 5 | Ishares TR CORE MSCI EAFE | $8.5M | 87.0K | 7.5% | ▲+6.1% Added · +5K sh | |
| 6 | Ishares TR INTL DIV GRWTH | $7.0M | 77.9K | 6.2% | ▲+4.6% Added · +3K sh | |
| 7 | Ishares TR CORE US AGGBD ET | $6.2M | 63.5K | 5.5% | ▲+4.3% Added · +3K sh | |
| 8 | Vanguard Scottsdale FDS VNG RUS2000IDX | $5.5M | 45.9K | 4.8% | ▲+3.9% Added · +2K sh | |
| 9 | Ishares Inc CORE MSCI EMKT | $4.9M | 62.0K | 4.3% | ▲+2.6% Added · +2K sh | |
| 10 | Invesco Exchange Traded FD T S&P500 EQL WGT | $4.5M | 21.0K | 3.9% | ▲+4.7% Added · +937 sh | |
| 11 | Vanguard Index FDS REAL ESTATE ETF | $3.7M | 37.6K | 3.2% | ▲+5.5% Added · +2K sh | |
| 12 | Ishares TR MSCI USA MIN ETF | $2.8M | 28.6K | 2.4% | ▲+5.4% Added · +1K sh | |
| 13 | Ishares TR CORE S&P MCP ETF | $1.9M | 24.9K | 1.7% | ▼−5.3% Reduced · −1K sh | |
| 14 | Fidelity Covington Trust ENHANCED INTL | $1.8M | 44.3K | 1.6% | ▲+11% Added · +4K sh | |
| 15 | Vanguard Index FDS SML CP GRW ETF | $1.4M | 4.1K | 1.3% | ▲+2.0% Added · +82 sh | |
| 16 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.4M | 27.9K | 1.2% | ▲+6.0% Added · +2K sh | |
| 17 | Ishares TR NATIONAL MUN ETF | $1.1M | 10.7K | 1.0% | ▲+0.3% Added · +27 sh | |
| 18 | Vanguard Scottsdale FDS VNG RUS1000IDX | $1.1M | 3.2K | 1.0% | ▼~0% Reduced · −1 sh | |
| 19 | Ishares TR CORE S&P500 ETF | $1.0M | 1.4K | 0.9% | ▼−1.9% Reduced · −26 sh | |
| 20 | Ishares TR IBDS DEC28 ETF | $871K | 34.6K | 0.8% | ▲+1.4% Added · +495 sh | |
| 21 | Ishares TR IBONDS 27 ETF | $819K | 33.9K | 0.7% | ▼−0.4% Reduced · −128 sh | |
| 22 | Ishares TR IBONDS DEC2026 | $739K | 30.5K | 0.7% | ▼−5.5% Reduced · −2K sh | |
| 23 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $690K | 9.7K | 0.6% | ▼−1.5% Reduced · −146 sh | |
| 24 | Ishares TR IBONDS DEC 29 | $649K | 28.1K | 0.6% | ▲+3.7% Added · +994 sh | |
| 25 | Schwab Strategic TR EMRG MKTEQ ETF | $625K | 17.2K | 0.5% | ▼−5.6% Reduced · −1K sh | |
| 26 | Ishares TR RUS 1000 GRW ETF | $618K | 5.0K | 0.5% | ▲+282% Added · +4K sh | |
| 27 | Ishares TR CORE UNIVRSL USD | $593K | 13.0K | 0.5% | ▼−2.3% Reduced · −310 sh | |
| 28 | Ishares TR RUS 1000 VAL ETF | $478K | 1.9K | 0.4% | ▲+0.1% Added · +1 sh | |
| 29 | Ishares TR MSCI EAFE MIN VL | $466K | 5.2K | 0.4% | ▲+1.2% Added · +63 sh | |
| 30 | Ishares TR IBON 2027 TE ETF | $434K | 19.7K | 0.4% | ▲+0.6% Added · +119 sh | |
| 31 | Ishares TR IBON 2026 TE ETF | $423K | 18.7K | 0.4% | ▼−6.5% Reduced · −1K sh | |
| 32 | Ishares TR MRGSTR SM CP GR | $419K | 6.6K | 0.4% | ▼−3.7% Reduced · −255 sh | |
| 33 | Vanguard Index FDS SMALL CP ETF | $417K | 1.4K | 0.4% | ▼−13% Reduced · −211 sh | |
| 34 | Ishares TR IBONDS 28 TR HI | $408K | 17.4K | 0.4% | ▲+0.7% Added · +116 sh | |
| 35 | Ishares TR IBONDS 29 TR HI | $355K | 15.2K | 0.3% | ▼−3.0% Reduced · −474 sh | |
| 36 | Ishares TR MSCI INTL QUALTY | $338K | 6.8K | 0.3% | ▲+1.5% Added · +101 sh | |
| 37 | Ishares TR CORE DIV GRWTH | $329K | 4.3K | 0.3% | ▼−23% Reduced · −1K sh | |
| 38 | Apple Inc COM | $294K | 898 | 0.3% | ▲+1.6% Added · +14 sh | |
| 39 | State STR SPDR S&P 500 ETF T TR UNIT | $289K | 383 | 0.3% | ▲+0.3% Added · +1 sh | |
| 40 | Schwab Strategic TR INTL EQTY ETF | $287K | 10.4K | 0.3% | ▼−0.7% Reduced · −72 sh | |
| 41 | Ishares TR CORE S&P SCP ETF | $264K | 1.8K | 0.2% | ▼−0.6% Reduced · −11 sh | |
| 42 | Ishares TR IBONDS DEC 2030 | $250K | 11.5K | 0.2% | ▲+20% Added · +2K sh | |
| 43 | Nushares ETF TR NUVEEN ESG EMRGN | $250K | 6.1K | 0.2% | ▲+0.4% Added · +23 sh | |
| 44 | BlackRock ETF Trust II ISHA SH TERM ETF | $209K | 4.2K | 0.2% | ▲+0.6% Added · +26 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.