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Latest RiverTree Advisors, LLC Stock Portfolio

$167Million | No. of Holdings #70

RiverTree Advisors, LLC Performance

2026 Q3-1.05%
YTD+2.92%
2025+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 2026-10-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, RiverTree Advisors, LLC reported an equity portfolio of $167.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of RiverTree Advisors, LLC are JAAA, KOCG, AGGH. The fund has invested 7% of it's portfolio in JANUS DETROIT STR TR and 5% of portfolio in NEOS ETF TRUST. <br><br> The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (AFLG), FIRST TR EXCHANGE-TRADED FD (ECLN) and FIDELITY COMWLTH TR (ONEQ) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE TRADED FD (AIRR), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and FIRST TR EXCHANGE-TRADED FD (FCVT). RiverTree Advisors, LLC opened new stock positions in ROUNDHILL ETF TRUST, INVESCO EXCHANGE TRADED FD T (CSD) and FIRST TR EXCHANGE-TRADED ALP (FYX). The fund showed a lot of confidence in some stocks as they added substantially to TIDAL TRUST II, FIRST TR EXCH TRADED FD III (FCAL) and FIRST TR EXCHANGE-TRADED FD (FCVT).
RiverTree Advisors, LLC Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$167Million
  as of Oct 13, 2026

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

Our best estimate is that RiverTree Advisors, LLC made a return of -1.05% in the last quarter. In trailing 12 months, it's portfolio return was 3.22%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
roundhill etf trust4,469,590
invesco exchange traded fd t996,067
first tr exchange-traded alp835,669
ishares tr645,152
first tr exchange-traded alp540,504
tidal trust ii438,885
royal caribbean group391,878
micron technology inc272,668
New stocks bought by RiverTree Advisors, LLC

Additions

Ticker% Inc.
tidal trust ii76.86
first tr exch traded fd iii46.00
first tr exchange-traded fd23.85
neos etf trust23.64
first tr exchange-traded fd20.92
first tr exchange traded fd20.02
first tr exchange traded fd16.46
invesco exchange traded fd t15.18
Additions to existing portfolio by RiverTree Advisors, LLC

Reductions

Ticker% Reduced
first tr exchange traded fd-60.55
simplify exchange traded fun-28.85
first tr exchange traded fd-26.84
simplify exchange traded fun-25.00
first tr exchange-traded fd-20.14
pimco etf tr-6.46
alps etf tr-5.88
spdr series trust-4.91
RiverTree Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
first tr exchng traded fd vi-3,367,450
first tr exchange-traded fd-1,246,210
first tr exchange-traded fd-744,359
invesco exch traded fd tr ii-859,405
fidelity comwlth tr-1,220,780
blackrock etf trust ii-226,842
moderna inc-213,732
intel corp-252,172
RiverTree Advisors, LLC got rid off the above stocks

Sector Distribution

RiverTree Advisors, LLC has about 94.7% of it's holdings in Others sector.

  • Others
  • Healthcare
Sector%
Others94.7
Healthcare4.2

Market Cap. Distribution

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

  • UNALLOCATED
  • MID-CAP
Category%
UNALLOCATED94.7
MID-CAP4.2

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.

  • Others
  • RUSSELL 2000
Index%
Others95.1
RUSSELL 20004.2
Top 5 Winners (%)%
AFTY
pacer fds tr
7.3 %
IJR
ishares tr
5.4 %
DIAL
columbia etf tr i
4.2 %
CARZ
first tr exchange-traded fd
3.4 %
ET
energy transfer l p
3.4 %
Top 5 Winners ($)$
AFTY
pacer fds tr
0.3 M
BUFD
first tr exchng traded fd vi
0.2 M
AFLG
first tr exchng traded fd vi
0.2 M
BGLD
first tr exchange-traded fd
0.2 M
AMLX
amplify etf tr
0.1 M
Top 5 Losers (%)%
tidal trust ii
-20.9 %
AIRR
first tr exchange traded fd
-19.5 %
FCVT
first tr exchange-traded fd
-8.8 %
FTC
first tr exchange-traded alp
-8.4 %
CGW
invesco exch traded fd tr ii
-8.0 %
Top 5 Losers ($)$
tidal trust ii
-0.5 M
AIRR
first tr exchange traded fd
-0.5 M
ECLN
first tr exchange-traded fd
-0.3 M
ECLN
first tr exchange-traded fd
-0.3 M
BOND
pimco etf tr
-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 70 stocks in it's portfolio. About 45.2% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. AFTY was the most profitable stock for RiverTree Advisors, LLC last quarter.

$167.85MTotal Value
84.00Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of RiverTree Advisors, LLC, last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RiverTree Advisors, LLC's holding in Ishares Tr over time
1.24%13,139
$2.09M
1.24%
increased 0.72 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
RiverTree Advisors, LLC's holding in Alps Etf Tr over time
0.96%31,079
$1.61M
0.96%
decreased 5.88 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
RiverTree Advisors, LLC's holding in First Tr Exchng Traded Fd Vi over time
4.21%188,611
$7.07M
4.21%
decreased 1.02 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
RiverTree Advisors, LLC's holding in First Tr Exchng Traded Fd Vi over time
1.09%34,071
$1.83M
1.09%
increased 0.35 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
RiverTree Advisors, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.61%26,513
$1.02M
0.61%
increased 1.43 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
RiverTree Advisors, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.16%5,901
$267.0K
0.16%
unchanged 0 percentunchanged
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
RiverTree Advisors, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.14%5,160
$240.8K
0.14%
unchanged 0 percentunchanged
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
RiverTree Advisors, LLC's holding in First Tr Exchng Traded Fd Vi over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
RiverTree Advisors, LLC's holding in Pacer Fds Tr over time
2.81%70,520
$4.71M
2.81%
decreased 0.3 percentreduced
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
RiverTree Advisors, LLC's holding in Simplify Exchange Traded Fun over time
4.51%327,984
$7.57M
4.51%
decreased 2.6 percentreduced
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
RiverTree Advisors, LLC's holding in Simplify Exchange Traded Fun over time
1.59%141,357
$2.68M
1.59%
decreased 25 percentreduced
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
RiverTree Advisors, LLC's holding in Simplify Exchange Traded Fun over time
1.43%94,399
$2.39M
1.43%
decreased 28.85 percentreduced
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
RiverTree Advisors, LLC's holding in First Tr Exchange Traded Fd over time
2.76%209,205
$4.64M
2.76%
increased 20.02 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
RiverTree Advisors, LLC's holding in First Tr Exchange Traded Fd over time
1.4%99,913
$2.36M
1.4%
decreased 60.55 percentreduced
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
RiverTree Advisors, LLC's holding in First Tr Exchange Traded Fd over time
0.99%21,244
$1.66M
0.99%
increased 16.46 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
RiverTree Advisors, LLC's holding in First Tr Exchange Traded Fd over time
0.83%13,441
$1.39M
0.83%
decreased 26.84 percentreduced
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
RiverTree Advisors, LLC's holding in Innovator Etfs Trust over time
0.9%43,209
$1.51M
0.9%
increased 1.53 percentadded