River'S Edge Wealth Management, LLC reported 3 positions worth $786.64K for the quarter ended Sep 30, 2026, up 167.6% on the prior quarter. It opened 2 new positions, added to 1, trimmed 0 and exited 0. Its largest holding is Apple Inc. at 40.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were reduced this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 927 | $318.23K | 40.45% | +29 | +3.2% | Added | 0% |
| 2 | PLTR Palantir Technologies Inc. | Technology | 1,425 | $265.09K | 33.7% | +1,425 | – | New | 0% |
| 3 | PG PROCTER & GAMBLE Co | Consumer Staples | 1,276 | $203.31K | 25.85% | +1,276 | – | New | 0% |
Tip. Select a row to see that position’s full history at River'S Edge Wealth Management.
As of its Q3 2026 13F filing, River'S Edge Wealth Management, LLC’s five largest positions were Apple Inc. (AAPL) at 40.5%, Palantir Technologies Inc. (PLTR) at 33.7%, PROCTER & GAMBLE Co (PG) at 25.8% of the reported portfolio.
River'S Edge Wealth Management, LLC reported a 13F portfolio worth $786.64K across 3 positions for Q3 2026. That is up 167.6% from the previous quarter.
Its largest purchases by value were Palantir Technologies Inc. ($265.09K), PROCTER & GAMBLE Co ($203.31K), Apple Inc. ($9.96K). It opened 2 new positions.
From the Form 13F-HR reports River'S Edge Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.