RiverTree Advisors, LLC
Long book
$157.9M
Q1 2026
Positions
60
Top-10 weight
46%
concentration
Last quarter
+6.4%
SPY +14.8%
Turnover
17%
of book per quarter
Strategy in plain words
auto-generated from filingsRiverTree Advisors, LLC is a wealth-management firm allocating client money, running a $157.9M US long book across 60 positions.
The portfolio is moderately concentrated (top 10 ≈ 46% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: JANUS HENDERSON AAA CLO ETF, FIRST TRUST ENH SHORT MAT FD, SIMPLIFY TREASURY OPTION INC, FIRST TRUST CAPITAL STRENGTH, FIRST TRUST LOW DURATION OPP.
Over the last 9 quarters its long book ran on average 2.1pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. 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
Q1 2024
+1.1%
Q2 2024
+3.8%
Q3 2024
+1.1%
Q4 2024
-0.7%
Q1 2025
+4.4%
Q2 2025
+3.8%
Q3 2025
+1.9%
Q4 2025
+0.2%
Q1 2026
+6.4%
Sector allocation
Financials 58%
Utilities 42%
Long book by quarter
What does RiverTree Advisors, own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 20, 2026 | 60 | $157.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 15, 2026 | 61 | $156.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 55 | $156.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 23, 2025 | 54 | $148.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 17, 2025 | 55 | $149.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 16, 2025 | 46 | $152.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 22, 2024 | 34 | $147.5M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 23, 2024 | 31 | $146.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 16, 2024 | 28 | $148.9M | canonical | SEC ↗ |