RiverTree Advisors, LLC holds a diversified book of 72 reported positions worth $169.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-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 reported non-option book. Cloning the disclosed picks since 2025 would be +9% (+10.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning RiverTree Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with 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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
+5 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as RiverTree Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Uhlmann Price Securities, LLC | 9 / 72 | $2.4B |
| Gainplan LLC | 7 / 72 | $155.2M |
| Trust Asset Management LLC | 10 / 72 | $946.6M |
| Constant Guidance Financial LLC | 7 / 72 | $72.5M |
| XP Advisory US, Inc. | 7 / 72 | $79.2M |
| Dimension Capital Management LLC | 7 / 72 | $353.6M |
| BBR Partners, LLC | 10 / 72 | $731.9M |
| Miller Investment Management, LP | 7 / 72 | $431.6M |
Ranked by the share of each fund's own book sitting in the names it shares with RiverTree Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Janus Detroit STR TR HENDRSON AAA CL | $11.7M | 232.5K | 6.9% | ▼−0.3% Reduced · −771 sh | |
| 2 | Simplify Exchange Traded Fun TREASURY OPT INC | $7.9M | 336.7K | 4.7% | ▲+8.2% Added · +25K sh | |
| 3 | First TR Exchange-Traded FD CAP STRENGTH ETF | $7.4M | 78.8K | 4.4% | ▲+0.4% Added · +324 sh | |
| 4 | NEOS ETF Trust NEOS S&P 500 HI | $7.3M | 136.7K | 4.3% | ▲+7.0% Added · +9K sh | |
| 5 | First TR Exchng Traded FD VI FT VEST NASD ETF | $7.2M | 183.5K | 4.3% | ▼−2.7% Reduced · −5K sh | |
| 6 | Amplify ETF TR CWP ENHANCED DIV | $7.1M | 154.6K | 4.2% | ▲+4.7% Added · +7K sh | |
| 7 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $7.0M | 190.5K | 4.1% | ▼−2.0% Reduced · −4K sh | |
| 8 | First TR Exchange-Traded FD FST LOW OPPT EFT | $6.5M | 129.8K | 3.8% | ▼−7.3% Reduced · −10K sh | |
| 9 | First TR Exchange-Traded FD GROWTH STRENGTH | $6.2M | 168.8K | 3.7% | ▲+18% Added · +26K sh | |
| 10 | First TR Exchange Traded FD BUYWRIT INCM ETF | $6.0M | 253.2K | 3.6% | ▲+20% Added · +42K sh | |
| 11 | NEOS ETF Trust NASDAQ 100 HIGH | $5.9M | 104.7K | 3.5% | ▲+12% Added · +11K sh | |
| 12 | First TR Exchange-Traded FD FT VEST RIS | $5.1M | 174.8K | 3.0% | ▲+14% Added · +22K sh | |
| 13 | Pimco ETF TR MULTISECTOR BD | $5.1M | 191.8K | 3.0% | ▼−7.3% Reduced · −15K sh | |
| 14 | First TR Exchange-Traded FD FIRST TR ENH NEW | $4.8M | 79.9K | 2.8% | ▼−41% Reduced · −55K sh | |
| 15 | First TR Exchange-Traded FD FT VEST SMID | $4.5M | 196.4K | 2.7% | ▲+10% Added · +18K sh | |
| 16 | Pacer FDS TR US CASH COWS 100 | $4.4M | 70.7K | 2.6% | ▲+9.7% Added · +6K sh | |
| 17 | First TR Exchange Traded FD NASDAQ BUYWRITE | $3.9M | 174.3K | 2.3% | ▲+13% Added · +19K sh | |
| 18 | Simplify Exchange Traded Fun AGGREGATE BD ETF | $3.8M | 188.5K | 2.2% | ▲+20% Added · +32K sh | |
| 19 | Simplify Exchange Traded Fun BARRIER INCOME | $3.4M | 132.7K | 2.0% | ▲+4.8% Added · +6K sh | |
| 20 | First TR Exchng Traded FD VI SMIT UNCO BD ETF | $3.4M | 135.3K | 2.0% | ▲+33% Added · +33K sh | |
| 21 | First TR Exchange Traded FD SMID RISNG ETF | $3.2M | 73.5K | 1.9% | ▲+1.9% Added · +1K sh | |
| 22 | Eaton Vance Tax-Managed Glob COM | $2.9M | 305.4K | 1.7% | ▼−31% Reduced · −140K sh | |
| 23 | First TR Exchange Traded FD RBA INDL ETF | $2.4M | 18.4K | 1.4% | ▼−10% Reduced · −2K sh | |
| 24 | Invesco Exchange Traded FD T LARG CAP GRO ETF | $2.4M | 14.4K | 1.4% | ▼−19% Reduced · −3K sh | |
| 25 | Tidal Trust II YIEL SE PORT ETF | $2.3M | 26.4K | 1.4% | ▲New New position | |
| 26 | Ishares TR MSCI ACWI ETF | $2.0M | 13.0K | 1.2% | ▲+137% Added · +8K sh | |
| 27 | Pimco ETF TR ENHAN SHRT MA AC | $1.9M | 18.8K | 1.1% | ▼−20% Reduced · −5K sh | |
| 28 | First TR Exchng Traded FD VI FT VEST US EQT | $1.8M | 34.0K | 1.0% | ▲+0.5% Added · +167 sh | |
| 29 | ALPS ETF TR ALERIAN MLP | $1.7M | 33.0K | 1.0% | ▼−29% Reduced · −14K sh | |
| 30 | First TR Exchange-Traded FD SSI STRG ETF | $1.5M | 28.7K | 0.9% | ▼−13% Reduced · −4K sh | |
| 31 | Tidal Trust II YIE GOL MIN ETF | $1.5M | 147.3K | 0.9% | ▲New New position | |
| 32 | First TR Exchange-Traded FD DJ GLBL DIVID | $1.5M | 46.3K | 0.9% | ▲New New position | |
| 33 | First TR Exchange Traded FD RISNG DIVD ACHIV | $1.5M | 18.2K | 0.9% | ▼−23% Reduced · −5K sh | |
| 34 | Innovator Etfs Trust DEFINED WLT SHLD | $1.5M | 42.6K | 0.9% | ▼−11% Reduced · −5K sh | |
| 35 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $1.4M | 23.8K | 0.8% | ▲+149% Added · +14K sh | |
| 36 | First TR Exchng Traded FD VI FT VEST US EQT | $1.4M | 30.3K | 0.8% | ▲+0.4% Added · +129 sh | |
| 37 | Invesco Exch Traded FD TR II EMRNG MKT SVRG | $1.3M | 61.8K | 0.8% | ▼−10% Reduced · −7K sh | |
| 38 | Ishares TR MSCI EMG MKT ETF | $1.3M | 19.1K | 0.8% | ▼−17% Reduced · −4K sh | |
| 39 | First TR Exchange-Traded FD FIRST TR TA HIYL | $1.2M | 30.7K | 0.7% | ▼−12% Reduced · −4K sh | |
| 40 | Fidelity Comwlth TR NASDAQ COMPSIT | $1.2M | 11.8K | 0.7% | ▼−26% Reduced · −4K sh | |
| 41 | First TR Exch Traded FD III LNG/SHT EQUITY | $1.0M | 13.7K | 0.6% | ▼−0.8% Reduced · −104 sh | |
| 42 | Franklin Templeton ETF TR ULTR SHOR BD ETF | $1.0M | 40.4K | 0.6% | ▲New New position | |
| 43 | First TR Exchng Traded FD VI FT VEST NAS | $973K | 26.1K | 0.6% | ▼−0.5% Reduced · −122 sh | |
| 44 | First TR Exch TRD Alphdx FD DEV MRK EX US | $970K | 10.2K | 0.6% | ▲New New position | |
| 45 | Invesco Exch Traded FD TR II DORSEY WRGT DVLP | $859K | 15.4K | 0.5% | ▼−26% Reduced · −5K sh | |
| 46 | First TR Exchange-Traded FD FT VEST TEC | $744K | 23.4K | 0.4% | ▼−25% Reduced · −8K sh | |
| 47 | First TR Exchange-Traded Alp COM SHS | $725K | 3.7K | 0.4% | —Held | |
| 48 | SPDR Series Trust ST STR BLO 1 ETF | $694K | 7.6K | 0.4% | ▼−23% Reduced · −2K sh | |
| 49 | Innovator Etfs Trust US EQTY PWR BUF | $642K | 15.5K | 0.4% | —Held | |
| 50 | SPDR Series Trust ST STR BL 12 ETF | $606K | 6.1K | 0.4% | ▼−26% Reduced · −2K sh |
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/1872501/holdings"
Use Arkolith to show RiverTree Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.