Q3 2026 13F · SEC CIK 1872501

RiverTree Advisors, LLC

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $167.9M
Reported positions: 70
Top holdings a year, 3 yrs: +6.8%
Assets under management: $184.4M

RiverTree Advisors, LLC is a wealth manager that reported 70 positions worth $167.9M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Janus Detroit Str Tr (JAAA, 7.0%), Neos ETF Trust (SPYI, 5.0%), Simplify Exchange Traded Fun (BUCK, 4.5%). A portfolio copying its top holdings returned 6.8% a year over the last 3 years, against 22.3% for the S&P 500.

RiverTree Advisors, LLC holdings largest 50 of 70 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

RiverTree Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
JAAAJanus Detroit Str Tr	7.0%	6.9%	232,317	-0.1%	$11.7M
SPYINeos ETF Trust	5.0%	4.3%	156,508	+14.5%	$8.3M
BUCKSimplify Exchange Traded Fun	4.5%	4.7%	327,984	-2.6%	$7.6M
BUFQFirst Tr Exchng Traded Fd Vi	4.4%	4.3%	181,885	-0.9%	$7.4M
FTCSFirst Tr Exchange-Traded Fd	4.4%	4.4%	78,509	-0.4%	$7.4M
QQQINeos ETF Trust	4.3%	3.5%	129,488	+23.6%	$7.2M
DIVOAmplify ETF Tr	4.2%	4.2%	153,393	-0.8%	$7.1M
BUFRFirst Tr Exchng Traded Fd Vi	4.2%	4.1%	188,611	-1.0%	$7.1M
FTGSFirst Tr Exchange-Traded Fd	3.8%	3.7%	166,315	-1.5%	$6.3M
RDVIFirst Tr Exchange-Traded Fd	3.5%	3.0%	211,376	+20.9%	$5.9M
FTSMFirst Tr Exchange-Traded Fd	3.5%	2.8%	99,012	+23.9%	$5.9M
LMBSFirst Tr Exchange-Traded Fd	3.0%	3.8%	103,629	-20.1%	$5.0M
SDVDFirst Tr Exchange-Traded Fd IV Vest Smid	2.8%	2.7%	221,239	+12.6%	$4.8M
COWZPacer Fds Tr	2.8%	2.6%	70,520	-0.3%	$4.7M
FTLBFirst Trust Exchange-Traded Fund Vi Firs	2.8%	2.3%	209,205	+20.0%	$4.6M
PYLDPimco ETF Tr	2.7%	3.0%	179,427	-6.5%	$4.6M
XDTERoundhill ETF Trust	2.7%	—	117,051	—	$4.5M
ETWEaton Vance Tax-Managed Glob	1.9%	1.7%	327,022	+7.1%	$3.1M
SDVYFirst Tr Exchange Traded Fd	1.8%	1.9%	73,050	-0.6%	$3.0M
PWBInvesco Large Cap Growthetf	1.6%	1.4%	16,561	+15.2%	$2.7M
AGGHSimplify Exchange Traded Fun	1.6%	2.2%	141,357	-25.0%	$2.7M
GDXYTidal Trust II	1.6%	0.9%	260,561	+76.9%	$2.6M
SBARSimplify Exchange Traded Fun	1.4%	2.0%	94,399	-28.9%	$2.4M
FTHIFirst Tr Exchange Traded Fd	1.4%	3.6%	99,913	-60.5%	$2.4M
ACWIIshares Tr	1.2%	1.2%	13,139	+0.7%	$2.1M
CHPYTidal Trust II	1.1%	1.4%	26,960	+2.3%	$1.9M
FMARFt Vest US Equity Buffer ETF - March	1.1%	1.0%	34,071	+0.4%	$1.8M
MINTPimco Enhanced Short Maturity Active Exc	1.1%	1.1%	18,089	-3.6%	$1.8M
FGDFirst Tr Exchange-Traded Fd	1.1%	0.9%	53,157	+14.9%	$1.8M
RDVYFirst Tr Exchange Traded Fd	1.0%	0.9%	21,244	+16.5%	$1.7M
AMLPAlps ETF Tr	1.0%	1.0%	31,079	-5.9%	$1.6M
FTLSFirst Tr Exch Traded Fd III	0.9%	0.6%	20,041	+46.0%	$1.5M
BALTInnovator Etfs Trust	0.9%	0.9%	43,209	+1.5%	$1.5M
IDMOInvesco Exch Traded Fd Tr II	0.9%	0.8%	24,427	+2.5%	$1.5M
FAPRFirst Tr Exchng Traded Fd Vi	0.9%	0.8%	30,729	+1.5%	$1.5M
FCVTFirst Tr Exchange-Traded Fd	0.8%	0.9%	28,842	+0.4%	$1.4M
AIRRFirst Tr Exchange Traded Fd	0.8%	1.4%	13,441	-26.8%	$1.4M
EEMIshares Tr	0.8%	0.8%	20,709	+8.3%	$1.4M
PCYInvesco Exch Traded Fd Tr II	0.8%	0.8%	64,241	+4.0%	$1.3M
QMARFirst Tr Exchng Traded Fd Vi	0.6%	0.6%	26,513	+1.4%	$1.0M
FLUDFranklin Templeton ETF Tr	0.6%	0.6%	39,955	-1.1%	$999K
RYTInvesco Exchange Traded Fd T	0.6%	—	15,124	—	$996K
FDTFirst Tr Exch Trd Alphdx Fd	0.6%	0.6%	9,900	-3.4%	$928K
FYXFirst Tr Exchange-Traded Alp	0.5%	—	6,209	—	$836K
FTCFirst Tr Exchange-Traded Alp	0.4%	0.4%	3,801	+1.6%	$674K
BILSpdr Series Trust	0.4%	0.4%	7,203	-4.9%	$660K
PMAYInnovator Etfs Trust	0.4%	0.4%	15,545	+0.0%	$657K
MTUMIshares Tr	0.4%	—	2,033	—	$645K
BILSSpdr Series Trust	0.4%	0.4%	6,431	+5.4%	$639K
RECSColumbia ETF Tr I	0.3%	—	12,945	—	$584K

What RiverTree Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +2.4% /yr; S&P 500 +11.7%
3 years: +6.8% /yr; S&P 500 +22.3%
5 years: +0.9% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$167.9M	70
Q2 2026	$169.3M	72
Q1 2026	$157.9M	60
Q4 2025	$156.9M	61
Q3 2025	$156.0M	55
Q2 2025	$148.9M	54
Q1 2025	$149.4M	55
Q4 2024	$152.2M	46
Q3 2024	$147.5M	34
Q2 2024	$146.3M	31
Q1 2024	$148.9M	28
Q4 2023	$147.1M	29

Questions about RiverTree Advisors, LLC's portfolio

What stocks does RiverTree Advisors, LLC own?

RiverTree Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 70 positions worth $167.9M. The largest are Janus Detroit Str Tr (JAAA) at 7.0%, Neos ETF Trust (SPYI) at 5.0%, Simplify Exchange Traded Fun (BUCK) at 4.5%, First Tr Exchng Traded Fd Vi (BUFQ) at 4.4% and First Tr Exchange-Traded Fd (FTCS) at 4.4%.

What did RiverTree Advisors, LLC buy last quarter?

In Q3 2026, RiverTree Advisors, LLC added Tidal Trust II (GDXY) (+76.9% shares), First Tr Exch Traded Fd III (FTLS) (+46.0% shares) and First Tr Exchange-Traded Fd (FTSM) (+23.9% shares), compared with its Q2 2026 filing.

What did RiverTree Advisors, LLC sell last quarter?

In Q3 2026, RiverTree Advisors, LLC cut from its top 50 First Tr Exchng Traded Fd Vi (UCON), cut from its top 50 First Tr Exchange-Traded Fd (HYLS), cut from its top 50 Fidelity Comwlth Tr (ONEQ), cut from its top 50 Invesco Exch Traded Fd Tr II (PIZ), cut from its top 50 First Tr Exchange-Traded Fd (TDVI), First Tr Exchange Traded Fd (FTHI) (-60.5% shares), Simplify Exchange Traded Fun (SBAR) (-28.9% shares) and First Tr Exchange Traded Fd (AIRR) (-26.8% shares), compared with its Q2 2026 filing.

How has RiverTree Advisors, LLC's portfolio performed?

A portfolio copying RiverTree Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +6.8% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +2.4% against +11.7%. Over 5 years: +0.9% a year against +10.6%.

When is RiverTree Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. RiverTree Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does RiverTree Advisors, LLC manage?

RiverTree Advisors, LLC reported $184.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $167.9M.