RIVER'S EDGE WEALTH MANAGEMENT, LLC
Long book
$106.5M
Q1 2026
Positions
46
Top-10 weight
74%
concentration
Last quarter
+11.5%
SPY +14.8%
Turnover
4%
of book per quarter
Strategy in plain words
auto-generated from filingsRIVER'S EDGE WEALTH MANAGEMENT, LLC is a wealth-management firm allocating client money, specialised in technology (100% of the long book), running a $106.5M US long book across 46 positions.
The portfolio is concentrated: the top 10 names carry 74% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SCHWAB US MID CAP ETF, VANGUARD S&P 500 ETF, ISHARES MSCI USA QUALITY FAC, VANGUARD DIVIDEND APPREC ETF, ISHARES CORE MSCI EAFE ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-0.1%
Q1 2026
+11.5%
Sector allocation
Technology 100%