RiverTree Advisors, LLC reported 7 positions worth $1.98M for the quarter ended Sep 30, 2026, down 26.7% on the prior quarter. It opened 4 new positions, added to 0, trimmed 0 and exited 8. Its largest holding is Royal Caribbean Cruises Ltd at 19.8% 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.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CAT Caterpillar Inc | -263 | -100.0% | $280.07K | Exited |
| INTC Intel Corp | -1,806 | -100.0% | $252.17K | Exited |
| LRCX Lam Research Corp | -574 | -100.0% | $248.73K | Exited |
| AMAT Applied Materials Inc | -317 | -100.0% | $229.19K | Exited |
| KLAC Kla Corp | -730 | -100.0% | $220.25K | Exited |
| GLW Corning Inc | -839 | -100.0% | $214.31K | Exited |
| MRNA Moderna, Inc. | -3,052 | -100.0% | $213.73K | Exited |
| TER Teradyne, Inc | -416 | -100.0% | $201.28K | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CAT Caterpillar Inc | -263 | $280.07K | 10.35% |
| INTC Intel Corp | -1,806 | $252.17K | 9.32% |
| LRCX Lam Research Corp | -574 | $248.73K | 9.19% |
| AMAT Applied Materials Inc | -317 | $229.19K | 8.47% |
| KLAC Kla Corp | -730 | $220.25K | 8.14% |
| GLW Corning Inc | -839 | $214.31K | 7.92% |
| MRNA Moderna, Inc. | -3,052 | $213.73K | 7.9% |
| TER Teradyne, Inc | -416 | $201.28K | 7.44% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | RCL Royal Caribbean Cruises Ltd | Consumer Discretionary | 1,474 | $391.88K | 19.76% | +1,474 | – | New | 0% |
| 2 | ET Energy Transfer LP | Energy | 17.5K | $345.98K | 17.44% | 0 | 0.0% | Unchanged | 0% |
| 3 | MU Micron Technology Inc | Technology | 256 | $272.67K | 13.75% | +256 | – | New | 0% |
| 4 | JPM Jpmorgan Chase & Co | Financial Services | 800 | $264.66K | 13.34% | 0 | 0.0% | Unchanged | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 500 | $248.98K | 12.55% | 0 | 0.0% | Unchanged | 0% |
| 6 | AMD Advanced Micro Devices Inc | Technology | 387 | $236.75K | 11.94% | +387 | – | New | 0% |
| 7 | DELL Dell Technologies Inc. | Technology | 414 | $222.71K | 11.23% | +414 | – | New | 0% |
Tip. Select a row to see that position’s full history at RiverTree Advisors.
As of its Q3 2026 13F filing, RiverTree Advisors, LLC’s five largest positions were Royal Caribbean Cruises Ltd (RCL) at 19.8%, Energy Transfer LP (ET) at 17.4%, Micron Technology Inc (MU) at 13.7%, Jpmorgan Chase & Co (JPM) at 13.3%, Berkshire Hathaway Inc (BRK-B) at 12.6% of the reported portfolio.
RiverTree Advisors, LLC reported a 13F portfolio worth $1.98M across 7 positions for Q3 2026. That is down 26.7% from the previous quarter.
Its largest purchases by value were Royal Caribbean Cruises Ltd ($391.88K), Micron Technology Inc ($272.67K), Advanced Micro Devices Inc ($236.75K). It opened 4 new positions.
Its largest sales by value were Caterpillar Inc ($280.07K), Intel Corp ($252.17K), Lam Research Corp ($248.73K). It exited 8 positions entirely.
From the Form 13F-HR reports RiverTree Advisors, 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.