0002109861-26-000003.txt : 20260427 0002109861-26-000003.hdr.sgml : 20260427 20260427144326 ACCESSION NUMBER: 0002109861-26-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260427 DATE AS OF CHANGE: 20260427 EFFECTIVENESS DATE: 20260427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RIVER'S EDGE WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0002109861 ORGANIZATION NAME: EIN: 862534195 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-26518 FILM NUMBER: 26899808 BUSINESS ADDRESS: STREET 1: 525 3RD STREET STREET 2: SUITE 200 CITY: BEAVER STATE: PA ZIP: 15009 BUSINESS PHONE: (412) 526-8939 MAIL ADDRESS: STREET 1: 525 3RD STREET STREET 2: SUITE 200 CITY: BEAVER STATE: PA ZIP: 15009 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002109861 XXXXXXXX 03-31-2026 03-31-2026 RIVER'S EDGE WEALTH MANAGEMENT, LLC

525 3RD STREET SUITE 200 BEAVER PA 15009

13F HOLDINGS REPORT 028-26518 000313711 801-130663 N Trevor York 412-526-8939 Trevor York Beaver PA 04-27-2026 0 46 106542245 false INFORMATION TABLE 2 RiversEdgeWealthMgmt_13f.xml APPLE INC COM 037833100 239604 884 SH SOLE 0 0 0 884 BLACKROCK ETF TRUST II ISHARES SHORT-TE 092528884 208541 4128 SH SOLE 0 0 0 4128 FIDELITY COVINGTON TRUST ENHANCED INTL 31609A404 1563641 40063 SH SOLE 0 0 0 40063 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4044906 20021 SH SOLE 0 0 0 20021 ISHARES INC CORE MSCI EMKT 46434G103 4724378 60437 SH SOLE 0 0 0 60437 ISHARES TR CORE MSCI EAFE 46432F842 7777471 81937 SH SOLE 0 0 0 81937 ISHARES TR MSCI USA QLT FCT 46432F339 10357478 49940 SH SOLE 0 0 0 49940 ISHARES TR CORE DIV GRWTH 46434V621 407751 5603 SH SOLE 0 0 0 5603 ISHARES TR CORE UNIVRSL USD 46434V613 615487 13265 SH SOLE 0 0 0 13265 ISHARES TR MSCI INTL QUALTY 46434V456 327710 6689 SH SOLE 0 0 0 6689 ISHARES TR MSCI USA MIN VOL 46429B697 2555874 27167 SH SOLE 0 0 0 27167 ISHARES TR MSCI EAFE MIN VL 46429B689 466272 5105 SH SOLE 0 0 0 5105 ISHARES TR INTL DIV GRWTH 46435G524 6501526 74542 SH SOLE 0 0 0 74542 ISHARES TR IBONDS DEC2026 46435GAA0 783134 32294 SH SOLE 0 0 0 32294 ISHARES TR IBONDS 27 ETF 46435UAA9 825073 34024 SH SOLE 0 0 0 34024 ISHARES TR IBDS DEC28 ETF 46435U515 864032 34071 SH SOLE 0 0 0 34071 ISHARES TR IBONDS DEC 29 46436E205 632132 27118 SH SOLE 0 0 0 27118 ISHARES TR IBONDS DEC 2030 46436E726 211634 9635 SH SOLE 0 0 0 9635 ISHARES TR CORE US AGGBD ET 464287226 6062139 60871 SH SOLE 0 0 0 60871 ISHARES TR MRGSTR SM CP GR 464288604 415036 6856 SH SOLE 0 0 0 6856 ISHARES TR CORE S&P MCP ETF 464287507 1915484 26315 SH SOLE 0 0 0 26315 ISHARES TR CORE S&P SCP ETF 464287804 247812 1818 SH SOLE 0 0 0 1818 ISHARES TR CORE S&P500 ETF 464287200 999330 1393 SH SOLE 0 0 0 1393 ISHARES TR RUS 1000 VAL ETF 464287598 439316 1930 SH SOLE 0 0 0 1930 ISHARES TR RUS 1000 GRW ETF 464287614 627716 1310 SH SOLE 0 0 0 1310 ISHARES TR NATIONAL MUN ETF 464288414 1148065 10693 SH SOLE 0 0 0 10693 ISHARES TR IBONDS 2026 TERM 46436E528 458850 20063 SH SOLE 0 0 0 20063 ISHARES TR IBONDS 2027 TERM 46436E478 435123 19600 SH SOLE 0 0 0 19600 ISHARES TR IBONDS 29 TR HI 46436E379 369145 15702 SH SOLE 0 0 0 15702 ISHARES TR IBONDS 28 TR HI 46436E387 407802 17294 SH SOLE 0 0 0 17294 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 225241 4421 SH SOLE 0 0 0 4421 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 248001 6050 SH SOLE 0 0 0 6050 PALANTIR TECHNOLOGIES INC CL A 69608A108 203617 1423 SH SOLE 0 0 0 1423 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 276201 10498 SH SOLE 0 0 0 10498 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 653444 18212 SH SOLE 0 0 0 18212 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 12788324 379814 SH SOLE 0 0 0 379814 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 272712 382 SH SOLE 0 0 0 382 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3394439 35618 SH SOLE 0 0 0 35618 VANGUARD INDEX FDS SMALL CP ETF 922908751 458015 1616 SH SOLE 0 0 0 1616 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1335993 3986 SH SOLE 0 0 0 3986 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11943661 18195 SH SOLE 0 0 0 18195 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1326368 26280 SH SOLE 0 0 0 26280 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 4936931 44163 SH SOLE 0 0 0 44163 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1030082 3187 SH SOLE 0 0 0 3187 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 10143177 44717 SH SOLE 0 0 0 44717 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 673577 9885 SH SOLE 0 0 0 9885