Rivers Edge Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing indicates the firm held 49 positions in total.
The largest individual equity holding listed in the portfolio is Apple Inc., for which the firm reported ownership of 927 shares. The filing also lists Procter & Gamble Co. with 1,276 shares and Palantir Technologies Inc. Class A with 1,425 shares.
Significant portions of the portfolio are allocated to exchange-traded funds (ETFs). The filing shows the firm held 192,694 shares of the Vanguard S&P 500 ETF, 39,935 shares of the Vanguard Real Estate ETF, and 47,723 shares of the Vanguard Russell 2000 Index Fund. Other notable ETF holdings include the Schwab Strategic International Equity ETF, the iShares Core MSCI EAFE ETF, and the iShares Core S&P 500 ETF.
The portfolio also contains a substantial number of fixed-income ETFs, including various iShares and Vanguard bond funds, such as the iShares Core U.S. Aggregate Bond ETF and the Vanguard Tax-Managed Fixed Income Fund.
