Arkolith/Funds/RiverTree Advisors, LLC

RiverTree Advisors, LLC

CIK 1872501
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

RiverTree Advisors, LLC holds a diversified book of 72 stocks worth $169.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Yldmx Smicon Po Optn Inc ETF and trimmed Janus Henderson Aaa Clo ETF. Their largest long position is Janus Henderson Aaa Clo ETF at 7% of the equity book. Cloning the disclosed picks since 2025 would be +7% (+9.3%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show RiverTree Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
14
new positions
Added to
20
existing
Trimmed
30
reduced
Sold out
2
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+6.7%
+9.3%/yr · since Nov '25
Their reported book
+5.3%
held from quarter-end
S&P 500
+10.1%
same window
$9K$10K$10K$11K$11KNov '25Dec '25Feb '26Apr '26Jun '26Jul '26
RiverTree Advisors, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning RiverTree Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
44%
Top 20 holdings
70%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

2% mapped to company sectors

ETF / fund or unclassified
98%
Information Technology
1%
Industrials
0%
Financials
0%
Utilities
0%
Materials
0%
Health Care
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as RiverTree Advisors, LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.73 / 72$5.0B
Cetera Investment Advisers71 / 72$6.7B
MORGAN STANLEY70 / 72$102.5B
LPL Financial LLC70 / 72$30.4B
ENVESTNET ASSET MANAGEMENT INC70 / 72$11.8B
Steward Partners Investment Advisory, LLC69 / 72$1.3B
ROYAL BANK OF CANADA67 / 72$25.5B
COMMONWEALTH EQUITY SERVICES, LLC67 / 72$5.2B

Ranked by how many of RiverTree Advisors, LLC's top 72 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

72 positions
#SecurityValueShares% PortLast moveHistory
1Janus Detroit STR TR
HENDRSON AAA CL
$11.7M232.5K
6.9%
−0.3%
Reduced · −771 sh
2Simplify Exchange Traded Fun
TREASURY OPT INC
$7.9M336.7K
4.7%
+8.2%
Added · +25K sh
3First TR Exchange-Traded FD
CAP STRENGTH ETF
$7.4M78.8K
4.4%
+0.4%
Added · +324 sh
4NEOS ETF Trust
NEOS S&P 500 HI
$7.3M136.7K
4.3%
+7.0%
Added · +9K sh
5First TR Exchng Traded FD VI
FT VEST NASD ETF
$7.2M183.5K
4.3%
−2.7%
Reduced · −5K sh
6Amplify ETF TR
CWP ENHANCED DIV
$7.1M154.6K
4.2%
+4.7%
Added · +7K sh
7First TR Exchng Traded FD VI
FT LADD BUFF ETF
$7.0M190.5K
4.1%
−2.0%
Reduced · −4K sh
8First TR Exchange-Traded FD
FST LOW OPPT EFT
$6.5M129.8K
3.8%
−7.3%
Reduced · −10K sh
9First TR Exchange-Traded FD
GROWTH STRENGTH
$6.2M168.8K
3.7%
+18%
Added · +26K sh
10First TR Exchange Traded FD
BUYWRIT INCM ETF
$6.0M253.2K
3.6%
+20%
Added · +42K sh
11NEOS ETF Trust
NASDAQ 100 HIGH
$5.9M104.7K
3.5%
+12%
Added · +11K sh
12First TR Exchange-Traded FD
FT VEST RIS
$5.1M174.8K
3.0%
+14%
Added · +22K sh
13Pimco ETF TR
MULTISECTOR BD
$5.1M191.8K
3.0%
−7.3%
Reduced · −15K sh
14First TR Exchange-Traded FD
FIRST TR ENH NEW
$4.8M79.9K
2.8%
−41%
Reduced · −55K sh
15First TR Exchange-Traded FD
FT VEST SMID
$4.5M196.4K
2.7%
+10%
Added · +18K sh
16Pacer FDS TR
US CASH COWS 100
$4.4M70.7K
2.6%
+9.7%
Added · +6K sh
17First TR Exchange Traded FD
NASDAQ BUYWRITE
$3.9M174.3K
2.3%
+13%
Added · +19K sh
18Simplify Exchange Traded Fun
AGGREGATE BD ETF
$3.8M188.5K
2.2%
+20%
Added · +32K sh
19Simplify Exchange Traded Fun
BARRIER INCOME
$3.4M132.7K
2.0%
+4.8%
Added · +6K sh
20First TR Exchng Traded FD VI
SMIT UNCO BD ETF
$3.4M135.3K
2.0%
+33%
Added · +33K sh
21First TR Exchange Traded FD
SMID RISNG ETF
$3.2M73.5K
1.9%
+1.9%
Added · +1K sh
22Eaton Vance Tax-Managed Glob
COM
$2.9M305.4K
1.7%
−31%
Reduced · −140K sh
23First TR Exchange Traded FD
RBA INDL ETF
$2.4M18.4K
1.4%
−10%
Reduced · −2K sh
24Invesco Exchange Traded FD T
LARG CAP GRO ETF
$2.4M14.4K
1.4%
−19%
Reduced · −3K sh
25Tidal Trust II
YIEL SE PORT ETF
$2.3M26.4K
1.4%
New
New position
26Ishares TR
MSCI ACWI ETF
$2.0M13.0K
1.2%
+137%
Added · +8K sh
27Pimco ETF TR
ENHAN SHRT MA AC
$1.9M18.8K
1.1%
−20%
Reduced · −5K sh
28First TR Exchng Traded FD VI
FT VEST US EQT
$1.8M34.0K
1.0%
+0.5%
Added · +167 sh
29ALPS ETF TR
ALERIAN MLP
$1.7M33.0K
1.0%
−29%
Reduced · −14K sh
30First TR Exchange-Traded FD
SSI STRG ETF
$1.5M28.7K
0.9%
−13%
Reduced · −4K sh
31Tidal Trust II
YIE GOL MIN ETF
$1.5M147.3K
0.9%
New
New position
32First TR Exchange-Traded FD
DJ GLBL DIVID
$1.5M46.3K
0.9%
New
New position
33First TR Exchange Traded FD
RISNG DIVD ACHIV
$1.5M18.2K
0.9%
−23%
Reduced · −5K sh
34Innovator Etfs Trust
DEFINED WLT SHLD
$1.5M42.6K
0.9%
−11%
Reduced · −5K sh
35Invesco Exch Traded FD TR II
S&P INTL MOMNT
$1.4M23.8K
0.8%
+149%
Added · +14K sh
36First TR Exchng Traded FD VI
FT VEST US EQT
$1.4M30.3K
0.8%
+0.4%
Added · +129 sh
37Invesco Exch Traded FD TR II
EMRNG MKT SVRG
$1.3M61.8K
0.8%
−10%
Reduced · −7K sh
38Ishares TR
MSCI EMG MKT ETF
$1.3M19.1K
0.8%
−17%
Reduced · −4K sh
39First TR Exchange-Traded FD
FIRST TR TA HIYL
$1.2M30.7K
0.7%
−12%
Reduced · −4K sh
40Fidelity Comwlth TR
NASDAQ COMPSIT
$1.2M11.8K
0.7%
−26%
Reduced · −4K sh
41First TR Exch Traded FD III
LNG/SHT EQUITY
$1.0M13.7K
0.6%
−0.8%
Reduced · −104 sh
42Franklin Templeton ETF TR
ULTR SHOR BD ETF
$1.0M40.4K
0.6%
New
New position
43First TR Exchng Traded FD VI
FT VEST NAS
$973K26.1K
0.6%
−0.5%
Reduced · −122 sh
44First TR Exch TRD Alphdx FD
DEV MRK EX US
$970K10.2K
0.6%
New
New position
45Invesco Exch Traded FD TR II
DORSEY WRGT DVLP
$859K15.4K
0.5%
−26%
Reduced · −5K sh
46First TR Exchange-Traded FD
FT VEST TEC
$744K23.4K
0.4%
−25%
Reduced · −8K sh
47First TR Exchange-Traded Alp
COM SHS
$725K3.7K
0.4%
Held
48SPDR Series Trust
ST STR BLO 1 ETF
$694K7.6K
0.4%
−23%
Reduced · −2K sh
49Innovator Etfs Trust
US EQTY PWR BUF
$642K15.5K
0.4%
Held
50SPDR Series Trust
ST STR BL 12 ETF
$606K6.1K
0.4%
−26%
Reduced · −2K sh
Showing 50 of 72 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 202672$169.3M13F-HR
Q1 2026Mar 31, 2026Apr 20, 202660$157.9M13F-HR
Q4 2025Dec 31, 2025Jan 15, 202661$156.9M13F-HR
Q3 2025Sep 30, 2025Nov 4, 202555$156.0M13F-HR

Data source

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. The performance line is a simulation of the disclosed long book, not an audited return.