Grufity logo
Grufity logo

Latest RiverTree Advisors, LLC Stock Portfolio

$169Million | No. of Holdings #72

RiverTree Advisors, LLC Performance

2026 Q2+4.88%
YTD+4.01%
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 2026-07-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, RiverTree Advisors, LLC reported an equity portfolio of $169.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of RiverTree Advisors, LLC are JAAA, AGGH, BGLD. The fund has invested 6.9% of it's portfolio in JANUS DETROIT STR TR and 4.7% of portfolio in SIMPLIFY EXCHANGE TRADED FUN. <br><br> The fund managers got completely rid off TIDAL TRUST II and GRANITESHARES ETF TR (COMB) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE-TRADED FD (BGLD), NEOS ETF TRUST (KOCG) and BLACKROCK ETF TRUST II (HYMU). RiverTree Advisors, LLC opened new stock positions in TIDAL TRUST II, FIRST TR EXCHANGE-TRADED FD (CARZ) and FRANKLIN TEMPLETON ETF TR (BUYZ). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRADED FD TR II (CGW), ISHARES TR (AAXJ) and FIRST TR EXCHNG TRADED FD VI (AFLG).
RiverTree Advisors, LLC Equity Portfolio Value
Last Reported on: 22 Jul, 2026
$169Million
  as of Jul 22, 2026

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

Our best estimate is that RiverTree Advisors, LLC made a return of 4.88% in the last quarter. In trailing 12 months, it's portfolio return was 6.86%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
tidal trust ii2,323,020
tidal trust ii1,487,950
first tr exchange-traded fd1,479,550
franklin templeton etf tr1,011,260
first tr exch trd alphdx fd969,876
caterpillar inc280,069
intel corp252,172
lam research corp248,731
New stocks bought by RiverTree Advisors, LLC

Additions

Ticker% Inc.
invesco exch traded fd tr ii148
ishares tr136
first tr exchng traded fd vi32.53
simplify exchange traded fun20.16
first tr exchange traded fd19.8
first tr exchange-traded fd18.13
first tr exchange-traded fd14.16
first tr exchange traded fd12.52
Additions to existing portfolio by RiverTree Advisors, LLC

Reductions

Ticker% Reduced
first tr exchange-traded fd-84.00
neos etf trust-79.81
blackrock etf trust ii-63.53
first tr exchange-traded fd-40.57
eaton vance tax-managed glob-31.46
alps etf tr-29.31
invesco exch traded fd tr ii-26.34
fidelity comwlth tr-26.19
RiverTree Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
tidal trust ii-1,198,940
graniteshares etf tr-271,646
RiverTree Advisors, LLC got rid off the above stocks

Sector Distribution

RiverTree Advisors, LLC has about 94.4% of it's holdings in Others sector.

  • Others
  • Healthcare
Sector%
Others94.4
Healthcare4.3

Market Cap. Distribution

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

  • UNALLOCATED
  • SMALL-CAP
Category%
UNALLOCATED94.4
SMALL-CAP4.2

Stocks belong to which Index?

About 5.5% of the stocks held by RiverTree Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
  • S&P 500
Index%
Others94.6
RUSSELL 20004.2
S&P 5001.3
Top 5 Winners (%)%
CSD
invesco exchange traded fd t
30.6 %
FTC
first tr exchange-traded alp
25.7 %
FCVT
first tr exchange-traded fd
20.3 %
AIRR
first tr exchange traded fd
19.3 %
ONEQ
fidelity comwlth tr
18.7 %
Top 5 Winners ($)$
BUFD
first tr exchng traded fd vi
0.7 M
KOCG
neos etf trust
0.7 M
CSD
invesco exchange traded fd t
0.7 M
ECLN
first tr exchange-traded fd
0.6 M
AFLG
first tr exchng traded fd vi
0.5 M
Top 5 Losers (%)%
BGLD
first tr exchange-traded fd
-10.2 %
ACES
alps etf tr
-1.3 %
ET
energy transfer l p
-0.9 %
AGGH
simplify exchange traded fun
-0.8 %
AFTY
pacer fds tr
-0.6 %
Top 5 Losers ($)$
BGLD
first tr exchange-traded fd
-0.3 M
ACES
alps etf tr
0.0 M
AGGH
simplify exchange traded fun
0.0 M
AGGH
simplify exchange traded fun
0.0 M
AFTY
pacer fds tr
0.0 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 72 stocks in it's portfolio. About 43.9% of the portfolio is in top 10 stocks. BGLD proved to be the most loss making stock for the portfolio. BUFD was the most profitable stock for RiverTree Advisors, LLC last quarter.

$169.34MTotal Value
74.00Positions
22 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of RiverTree Advisors, LLC, last reported on 22 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RiverTree Advisors, LLC's holding in Ishares Tr over time
1.21%13,045
$2.05M
1.21%
increased 136.88 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
RiverTree Advisors, LLC's holding in Alps Etf Tr over time
1.01%33,020
$1.71M
1.01%
decreased 29.31 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
4.11%190,548
$6.96M
4.11%
decreased 1.99 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
1.99%135,348
$3.37M
1.99%
increased 32.53 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
1.05%33,951
$1.77M
1.05%
increased 0.49 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
0.58%26,140
$973.3K
0.58%
decreased 0.46 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
0.15%5,901
$261.1K
0.15%
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
$234.9K
0.14%
unchanged 0 percentunchanged
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
RiverTree Advisors, LLC's holding in Pacer Fds Tr over time
2.6%70,735
$4.40M
2.6%
increased 9.68 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
RiverTree Advisors, LLC's holding in Simplify Exchange Traded Fun over time
4.66%336,734
$7.89M
4.66%
increased 8.18 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
RiverTree Advisors, LLC's holding in Simplify Exchange Traded Fun over time
2.24%188,474
$3.80M
2.24%
increased 20.16 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
RiverTree Advisors, LLC's holding in Simplify Exchange Traded Fun over time
2.01%132,684
$3.40M
2.01%
increased 4.77 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
3.57%253,238
$6.04M
3.57%
increased 19.8 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
2.27%174,311
$3.85M
2.27%
increased 12.52 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
1.45%18,372
$2.45M
1.45%
decreased 10.09 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
0.87%18,242
$1.48M
0.87%
decreased 22.51 percentreduced
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
RiverTree Advisors, LLC's holding in Innovator Etfs Trust over time
0.86%42,557
$1.46M
0.86%
decreased 10.54 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
RiverTree Advisors, LLC's holding in Innovator Etfs Trust over time
0.38%15,545
$642.0K
0.38%
unchanged 0 percentunchanged