Latest RiverTree Advisors, LLC Stock Portfolio

RiverTree Advisors, LLC Performance:

2026 Q1: -0.83%YTD: -0.83%2025: 3.37%

Performance for 2026 Q1 is -0.83%, and YTD is -0.83%, and 2025 is 3.37%.

About RiverTree Advisors, LLC and 13F Hedge Fund Stock Holdings

RiverTree Advisors, LLC is a hedge fund based in Winter Park, FL. On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, RiverTree Advisors, LLC reported an equity portfolio of $157.9 Millions as of 31 Mar, 2026.

The top stock holdings of RiverTree Advisors, LLC are JAAA, FCVT, AGGH. The fund has invested 7.4% of it's portfolio in JANUS DETROIT STR TR and 5.1% of portfolio in FIRST TR EXCHANGE-TRADED FD.

The fund managers got completely rid off FIRST TR EXCHANGE-TRADED FD (ECLN), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and INVESCO EXCHANGE TRADED FD T (CSD) stocks. They significantly reduced their stock positions in SPDR INDEX SHS FDS (CWI), FIRST TR EXCHANGE-TRADED FD (ECLN) and SPDR SERIES TRUST (BIL). RiverTree Advisors, LLC opened new stock positions in SIMPLIFY EXCHANGE TRADED FUN (AGGH), FIRST TR EXCHNG TRADED FD VI (AFLG) and BLACKROCK ETF TRUST II (HYMU). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE TRADED FD (AIRR), PIMCO ETF TR (BOND) and FIRST TR EXCHANGE-TRADED FD (ECLN).

RiverTree Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that RiverTree Advisors, LLC made a return of -0.83% in the last quarter. In trailing 12 months, it's portfolio return was 3.79%.

Performance
S&P 500

New Buys

Ticker	$ Bought
simplify exchange traded fun	3,192,080
simplify exchange traded fun	3,107,770
first tr exchng traded fd vi	2,529,610
blackrock etf trust ii	617,136
first tr exchng traded fd vi	246,013

New stocks bought by RiverTree Advisors, LLC

Additions

Ticker	% Inc.
first tr exchange traded fd	712
pimco etf tr	625
first tr exchange-traded fd	113
invesco exch traded fd tr ii	103
first tr exchange-traded fd	90.46
ishares tr	58.12
invesco exchange traded fd t	49.34
first tr exch traded fd iii	21.3

Additions to existing portfolio by RiverTree Advisors, LLC

Reductions

Ticker	% Reduced
spdr index shs fds	-46.42
first tr exchange-traded fd	-42.38
spdr series trust	-39.58
pimco etf tr	-39.23
graniteshares etf tr	-24.87
invesco exch traded fd tr ii	-23.82
first tr exchange-traded fd	-18.03
spdr series trust	-14.68

RiverTree Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
first tr exchange-traded fd	-8,309,330
simplify exchange traded fun	-2,884,770
first tr exchange-traded fd	-694,083
invesco exchange traded fd t	-1,292,840
ishares tr	-706,395
spdr dow jones indl average	-202,801

RiverTree Advisors, LLC got rid off the above stocks

Sector Distribution

RiverTree Advisors, LLC has about 95.4% of it's holdings in Others sector.

Sector	%
Others	95.4
Healthcare	4.2

Market Cap. Distribution

RiverTree Advisors, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	95.4
SMALL-CAP	4.2

Stocks belong to which Index?

About 4.2% of the stocks held by RiverTree Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	95.7
RUSSELL 2000	4.2

Top 5 Winners (%)		%
ET	energy transfer l p	17.0 %
AIRR	first tr exchange traded fd	12.2 %
ACES	alps etf tr	11.9 %
AFTY	pacer fds tr	4.0 %
IJR	ishares tr	3.1 %

Top 5 Winners ($)		$
ACES	alps etf tr	0.3 M
AIRR	first tr exchange traded fd	0.2 M
AFTY	pacer fds tr	0.2 M
LEGR	first tr exchange traded fd	0.1 M
BGLD	first tr exchange-traded fd	0.1 M

Top 5 Losers (%)		%
	tidal trust ii	-15.0 %
JPM	jpmorgan chase & co	-8.7 %
KOCG	neos etf trust	-7.2 %
ONEQ	fidelity comwlth tr	-7.1 %
KOCG	neos etf trust	-5.7 %

Top 5 Losers ($)		$
KOCG	neos etf trust	-0.4 M
KOCG	neos etf trust	-0.4 M
	tidal trust ii	-0.2 M
	eaton vance tax-managed glob	-0.2 M
BGLD	first tr exchange-traded fd	-0.2 M

RiverTree Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of RiverTree Advisors, LLC

RiverTree Advisors, LLC has 60 stocks in it's portfolio. About 46.2% of the portfolio is in top 10 stocks. KOCG proved to be the most loss making stock for the portfolio. ACES was the most profitable stock for RiverTree Advisors, LLC last quarter.

Last Reported on: 20 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	0.48	5,507	762,004	reduced	-5.69

ACES	alps etf tr	1.56	46,709	2,458,760	reduced	-0.89

AFLG	first tr exchng traded fd vi	4.16	194,417	6,565,460	reduced	-1.55

AFLG	first tr exchng traded fd vi	1.60	102,124	2,529,610	new

AFLG	first tr exchng traded fd vi	1.04	33,784	1,638,190	added	17.07

AFLG	first tr exchng traded fd vi	0.56	26,262	882,928	reduced	-1.07

AFLG	first tr exchng traded fd vi	0.16	5,901	246,013	new

AFLG	first tr exchng traded fd vi	0.14	5,160	219,455	reduced	-1.15

AFTY	pacer fds tr	2.56	64,492	4,034,620	reduced	-1.14

AGGH	simplify exchange traded fun	4.63	311,262	7,316,210	reduced	-1.19

AGGH	simplify exchange traded fun	2.02	156,859	3,192,080	new

AGGH	simplify exchange traded fun	1.97	126,641	3,107,770	new

AGGH	simplify exchange traded fun	0.00	0.00	0.00	sold off	-100

AIRR	first tr exchange traded fd	3.07	211,386	4,851,300	added	8.05

AIRR	first tr exchange traded fd	1.95	154,916	3,085,940	added	15.62

AIRR	first tr exchange traded fd	1.43	20,433	2,263,570	added	7.99

AIRR	first tr exchange traded fd	1.02	23,540	1,607,310	added	712

AMLX	amplify etf tr	4.19	147,624	6,620,940	reduced	-0.34

AMPS	ishares tr	0.00	0.00	0.00	sold off	-100

BALT	innovator etfs trust	1.01	47,571	1,591,960	reduced	-0.61