Trevor York

River's Edge Wealth Management, Llc

Assets Managed

$113.654M

Holdings

Last Quarter

2026 - Q2

Filed Date

7d ago

Growth Rate

6.68%(2Q avg: 5.34%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in River's Edge Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 44 positions.

Assets under management

The assets under management (AUM) of River's Edge Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 113.654M in assets, with a quarterly growth rate of 6.68% and a 2-quarter average growth rate of 5.34%. The portfolio is managed by Trevor York, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SCHM Schwab Us Mid Cap Etf Recent Activity Increased 3.28%	12.22%	$13.877M 392,236 shares@ $35.39 avg price	Increased 3.28%
VOO Vanguard S&p 500 Etf Recent Activity Increased 3.46%	11.5%	$13.059M 18,823 shares@ $693.8 avg price	Increased 3.46%
QUAL Ishares Msci Usa Quality Fac Recent Activity Increased 2.91%	9.94%	$11.296M 51,391 shares@ $219.8 avg price	Increased 2.91%
VIG Vanguard Dividend Apprec Etf Recent Activity Increased 4.3%	9.74%	$11.069M 46,636 shares@ $237.36 avg price	Increased 4.3%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 6.13%	7.47%	$8.482M 86,959 shares@ $97.54 avg price	Increased 6.13%
IGRO Ishares Intl Div Growth Etf Recent Activity Increased 4.57%	6.19%	$7.03M 77,946 shares@ $90.2 avg price	Increased 4.57%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 4.36%	5.49%	$6.234M 63,520 shares@ $98.14 avg price	Increased 4.36%
VTWO Vanguard Russell 2000 Etf Recent Activity Increased 3.94%	4.83%	$5.489M 45,900 shares@ $119.59 avg price	Increased 3.94%
IEMG Ishares Core Msci Emerging Recent Activity Increased 2.66%	4.35%	$4.943M 62,040 shares@ $79.68 avg price	Increased 2.66%
RSP Invesco S&p 500 Equal Weight Recent Activity Increased 4.69%	3.93%	$4.463M 20,958 shares@ $212.98 avg price	Increased 4.69%

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