River's Edge Wealth Management, LLC has filed its 13F-HR report for the third quarter of 2026, revealing significant details about its investment holdings as of September 30, 2026. The firm reported a total value of approximately $119.27 million across 49 positions. This filing is crucial for understanding the company's investment strategy and its positioning in the wealth management sector.
Background
River's Edge Wealth Management, LLC is a Pennsylvania-based firm specializing in asset management. The company is registered under the Central Index Key (CIK) 0002109861 and operates under the SEC file number 028-26518. The firm has been active in filing various reports, including its most recent 13F-HR on October 19, 2026, following previous filings on July 21, 2026, and July 16, 2026.
What the Filing Says
The 13F-HR filing indicates that River's Edge Wealth Management holds a diverse portfolio with a total of 49 positions valued at $119,268,483. The firm has disclosed its investment discretion as sole for all reported positions, indicating a focused management approach.
Impact
This filing may affect various stakeholders, including clients of River's Edge Wealth Management, competitors in the wealth management industry, and analysts tracking investment trends. The disclosed holdings provide insights into the firm’s investment strategies and priorities, which could influence client decisions and competitive strategies among peers.
What's Next
The filing does not say what happens next.