River's Edge Wealth Management

BEAVER, PAfiles as RIVER'S EDGE WEALTH MANAGEMENT, LLC

$114m in 44 US stocks at the end of 30 June 2026. The top 10 are 75.6% of the money. It changed about 1.7% of the portfolio this quarter.

Value

$114m

Stocks

Top 10 share

75.6%

Turnover

1.7%

What changed this quarter

New

Bought for the first time this quarter.

None this quarter.

Added

Bought more of a stock they already held.

Schwab Strategic TRSCHM
12.2% of the fund
+3%
Vanguard Index FDSVOO
11.5% of the fund
+3%
Ishares TRQUAL
9.9% of the fund
+3%
Vanguard Specialized FundsVIG
9.7% of the fund
+4%
Ishares TRIEFA
7.5% of the fund
+6%
Ishares TRIGRO
6.2% of the fund
+5%
Ishares TRAGG
5.5% of the fund
+4%
Vanguard Scottsdale FDSVTWO
4.8% of the fund
+4%
IsharesIEMG
4.3% of the fund
+3%
Invesco Exchange Traded FD TRSP
3.9% of the fund
+5%
Vanguard Index FDSVNQ
3.2% of the fund
+5%
Ishares TRUSMV
2.4% of the fund
+5%
Fidelity Covington TrustFENI
1.6% of the fund
+11%
Vanguard Index FDSVBK
1.3% of the fund
+2%
Vanguard MUN BD FDSVTEB
1.2% of the fund
+6%
Ishares TRIBDU
0.6% of the fund
+4%
Ishares TRIBDV
0.2% of the fund
+20%

Cut

Sold some of their stake.

Ishares TRIJH
1.7% of the fund
-5%
Ishares TRIBDR
0.7% of the fund
-6%
Schwab Strategic TRSCHE
0.5% of the fund
-6%
Ishares TRIWF
0.5% of the fund
-5%
Ishares TRIUSB
0.5% of the fund
-2%
Ishares TRIBHF
0.4% of the fund
-7%
Ishares TRISCG
0.4% of the fund
-4%
Vanguard Index FDSVB
0.4% of the fund
-13%
Ishares TRIBHI
0.3% of the fund
-3%
Ishares TRDGRO
0.3% of the fund
-23%

Sold out

Sold their entire stake.

J P Morgan Exchange Traded FJMST
-100%
Palantir TechnologiesPLTR
-100%

Holdings

Schwab Strategic TRSCHM
Share
12.2%
Value
$14m
Shares
392,236
+3%
Vanguard Index FDSVOO
Share
11.5%
Value
$13m
Shares
18,823
+3%
Ishares TRQUAL
Share
9.9%
Value
$11m
Shares
51,391
+3%
Vanguard Specialized FundsVIG
Share
9.7%
Value
$11m
Shares
46,636
+4%
Ishares TRIEFA
Share
7.5%
Value
$8m
Shares
86,959
+6%
Ishares TRIGRO
Share
6.2%
Value
$7m
Shares
77,946
+5%
Ishares TRAGG
Share
5.5%
Value
$6m
Shares
63,520
+4%
Vanguard Scottsdale FDSVTWO
Share
4.8%
Value
$5m
Shares
45,900
+4%
IsharesIEMG
Share
4.3%
Value
$5m
Shares
62,040
+3%
Invesco Exchange Traded FD TRSP
Share
3.9%
Value
$4m
Shares
20,958
+5%
Vanguard Index FDSVNQ
Share
3.2%
Value
$4m
Shares
37,571
+5%
Ishares TRUSMV
Share
2.4%
Value
$3m
Shares
28,645
+5%
Ishares TRIJH
Share
1.7%
Value
$2m
Shares
24,923
-5%
Fidelity Covington TrustFENI
Share
1.6%
Value
$2m
Shares
44,334
+11%
Vanguard Index FDSVBK
Share
1.3%
Value
$1m
Shares
4,068
+2%
Vanguard MUN BD FDSVTEB
Share
1.2%
Value
$1m
Shares
27,855
+6%
Ishares TRMUB
Share
1.0%
Value
$1m
Shares
10,720
Held
Vanguard Scottsdale FDSVONE
Share
1.0%
Value
$1m
Shares
3,186
Held
Ishares TRIVV
Share
0.9%
Value
$1m
Shares
1,367
Held
Ishares TRIBDT
Share
0.8%
Value
$870,724
Shares
34,566
Held
Ishares TRIBDS
Share
0.7%
Value
$818,938
Shares
33,896
Held
Ishares TRIBDR
Share
0.7%
Value
$738,864
Shares
30,519
-6%
Vanguard Tax-Managed FDSVEA
Share
0.6%
Value
$689,704
Shares
9,739
Held
Ishares TRIBDU
Share
0.6%
Value
$649,253
Shares
28,112
+4%
Schwab Strategic TRSCHE
Share
0.5%
Value
$624,875
Shares
17,195
-6%
Ishares TRIWF
Share
0.5%
Value
$618,132
Shares
5,002
-5%
Ishares TRIUSB
Share
0.5%
Value
$592,939
Shares
12,955
-2%
Ishares TRIWD
Share
0.4%
Value
$477,570
Shares
1,931
Held
Ishares TREFAV
Share
0.4%
Value
$466,036
Shares
5,168
Held
Ishares TRIBHG
Share
0.4%
Value
$434,404
Shares
19,719
Held
Ishares TRIBHF
Share
0.4%
Value
$422,613
Shares
18,749
-7%
Ishares TRISCG
Share
0.4%
Value
$418,535
Shares
6,601
-4%
Vanguard Index FDSVB
Share
0.4%
Value
$417,418
Shares
1,405
-13%
Ishares TRIBHH
Share
0.4%
Value
$407,731
Shares
17,410
Held
Ishares TRIBHI
Share
0.3%
Value
$354,805
Shares
15,228
-3%
Ishares TRIQLT
Share
0.3%
Value
$338,061
Shares
6,790
Held
Ishares TRDGRO
Share
0.3%
Value
$329,375
Shares
4,298
-23%
AppleAAPL
Share
0.3%
Value
$294,010
Shares
898
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$289,053
Shares
383
Held
Schwab Strategic TRSCHF
Share
0.3%
Value
$286,507
Shares
10,426
Held
Ishares TRIJR
Share
0.2%
Value
$264,059
Shares
1,807
Held
Ishares TRIBDV
Share
0.2%
Value
$250,257
Shares
11,538
+20%
Nushares ETF TRNUEM
Share
0.2%
Value
$249,672
Shares
6,073
Held
Blackrock ETF Trust IICALI
Share
0.2%
Value
$209,443
Shares
4,154
Held

Company	Share of fund	Value	Shares	Change
Schwab Strategic TRSCHM	12.2%	$14m	392,236	+3%
Vanguard Index FDSVOO	11.5%	$13m	18,823	+3%
Ishares TRQUAL	9.9%	$11m	51,391	+3%
Vanguard Specialized FundsVIG	9.7%	$11m	46,636	+4%
Ishares TRIEFA	7.5%	$8m	86,959	+6%
Ishares TRIGRO	6.2%	$7m	77,946	+5%
Ishares TRAGG	5.5%	$6m	63,520	+4%
Vanguard Scottsdale FDSVTWO	4.8%	$5m	45,900	+4%
IsharesIEMG	4.3%	$5m	62,040	+3%
Invesco Exchange Traded FD TRSP	3.9%	$4m	20,958	+5%
Vanguard Index FDSVNQ	3.2%	$4m	37,571	+5%
Ishares TRUSMV	2.4%	$3m	28,645	+5%
Ishares TRIJH	1.7%	$2m	24,923	-5%
Fidelity Covington TrustFENI	1.6%	$2m	44,334	+11%
Vanguard Index FDSVBK	1.3%	$1m	4,068	+2%
Vanguard MUN BD FDSVTEB	1.2%	$1m	27,855	+6%
Ishares TRMUB	1.0%	$1m	10,720	Held
Vanguard Scottsdale FDSVONE	1.0%	$1m	3,186	Held
Ishares TRIVV	0.9%	$1m	1,367	Held
Ishares TRIBDT	0.8%	$870,724	34,566	Held
Ishares TRIBDS	0.7%	$818,938	33,896	Held
Ishares TRIBDR	0.7%	$738,864	30,519	-6%
Vanguard Tax-Managed FDSVEA	0.6%	$689,704	9,739	Held
Ishares TRIBDU	0.6%	$649,253	28,112	+4%
Schwab Strategic TRSCHE	0.5%	$624,875	17,195	-6%
Ishares TRIWF	0.5%	$618,132	5,002	-5%
Ishares TRIUSB	0.5%	$592,939	12,955	-2%
Ishares TRIWD	0.4%	$477,570	1,931	Held
Ishares TREFAV	0.4%	$466,036	5,168	Held
Ishares TRIBHG	0.4%	$434,404	19,719	Held
Ishares TRIBHF	0.4%	$422,613	18,749	-7%
Ishares TRISCG	0.4%	$418,535	6,601	-4%
Vanguard Index FDSVB	0.4%	$417,418	1,405	-13%
Ishares TRIBHH	0.4%	$407,731	17,410	Held
Ishares TRIBHI	0.3%	$354,805	15,228	-3%
Ishares TRIQLT	0.3%	$338,061	6,790	Held
Ishares TRDGRO	0.3%	$329,375	4,298	-23%
AppleAAPL	0.3%	$294,010	898	Held
State STR Spdr S&P 500 ETF TSPY	0.3%	$289,053	383	Held
Schwab Strategic TRSCHF	0.3%	$286,507	10,426	Held
Ishares TRIJR	0.2%	$264,059	1,807	Held
Ishares TRIBDV	0.2%	$250,257	11,538	+20%
Nushares ETF TRNUEM	0.2%	$249,672	6,073	Held
Blackrock ETF Trust IICALI	0.2%	$209,443	4,154	Held

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 10.9% since 31 December 2025.

Where the money is

Technology0.3%

Other99.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.