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RiverTree Advisors, LLC — 13F Holdings & Portfolio

CIK 1872501 · latest 13F-HR filed 2026-07-22

Backtest portfolio

RiverTree Advisors, LLC manages $169.3M in 13F-reported U.S. long-equity assets across 72 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are JAAA (6.93%), BUCK (4.66%), FTCS (4.37%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions, exited 2, added to 31, and trimmed 18.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
941 WEST MORSE BOULEVARD
SUITE 100
WINTER PARK, FL 32789
Phone
(407) 599-1104
Filing Manager
RiverTree Advisors, LLC
WINTER PARK, FL
Signatory
Ted S Rich
President
Loading holdings…
AUM

$169.3M

Long-equity book

Holdings

72

Distinct positions

Period

2026-06-30

Filed 2026-07-22

Q/Q Activity

+14 / −2 / ↑31 / ↓18

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FIRST TR EXCHANGE-TRADED FD$1.4M +28.4%
  • NEOS ETF TRUST$1.3M +28.3%
  • ISHARES TR$1.3M +168.7%
  • FIRST TR EXCHANGE-TRADED FD$1.2M +31.4%
  • FIRST TR EXCHANGE TRADED FD$1.2M +24.5%
Show all 31 →

Top Trims

  • FIRST TR EXCHANGE-TRADED FD-$3.3M -40.6%
  • FIRST TR EXCHANGE-TRADED FD-$2.5M -86.8%
  • NEOS ETF TRUST-$1.3M -79.8%
  • EATON VANCE TAX-MANAGED GLOB-$967.8K -24.7%
  • ALPS ETF TR-$746.7K -30.4%
Show all 18 →

New Positions

  • TIDAL TRUST II$2.3M
  • TIDAL TRUST II$1.5M
  • FIRST TR EXCHANGE-TRADED FD$1.5M
  • FRANKLIN TEMPLETON ETF TR$1.0M
  • FIRST TR EXCH TRD ALPHDX FD$969.9K
Show all 14 →

Exited Positions

  • TIDAL TRUST II$1.2M
  • GRANITESHARES ETF TR$271.6K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 JANUS DETROIT STR TR JAAA 47103U845 $11.7M 6.93% 232,529 SH
2 SIMPLIFY EXCHANGE TRADED FUN BUCK 82889N640 $7.9M 4.66% 336,734 SH
3 FIRST TR EXCHANGE-TRADED FD FTCS 33733E104 $7.4M 4.37% 78,793 SH
4 NEOS ETF TRUST SPYI 78433H303 $7.3M 4.29% 136,699 SH
5 FIRST TR EXCHNG TRADED FD VI BUFQ 33740U752 $7.2M 4.26% 183,487 SH
6 AMPLIFY ETF TR DIVO 032108409 $7.1M 4.17% 154,574 SH
7 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $7.0M 4.11% 190,548 SH
8 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $6.5M 3.81% 129,770 SH
9 FIRST TR EXCHANGE-TRADED FD FTGS 33733E823 $6.2M 3.69% 168,830 SH
10 FIRST TR EXCHANGE TRADED FD FTHI 33738R308 $6.0M 3.57% 253,238 SH
11 NEOS ETF TRUST QQQI 78433H675 $5.9M 3.51% 104,729 SH
12 FIRST TR EXCHANGE-TRADED FD RDVI 33738D879 $5.1M 3.03% 174,809 SH
13 PIMCO ETF TR PYLD 72201R585 $5.1M 3.00% 191,819 SH
14 FIRST TR EXCHANGE-TRADED FD FTSM 33739Q408 $4.8M 2.82% 79,945 SH
15 FIRST TR EXCHANGE-TRADED FD SDVD 33738D820 $4.5M 2.68% 196,412 SH
16 PACER FDS TR COWZ 69374H881 $4.4M 2.60% 70,735 SH
17 FIRST TR EXCHANGE TRADED FD FTQI 33738R407 $3.9M 2.27% 174,311 SH
18 SIMPLIFY EXCHANGE TRADED FUN AGGH 82889N723 $3.8M 2.24% 188,474 SH
19 SIMPLIFY EXCHANGE TRADED FUN SBAR 82889N335 $3.4M 2.01% 132,684 SH
20 FIRST TR EXCHNG TRADED FD VI UCON 33740F888 $3.4M 1.99% 135,348 SH
21 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $3.2M 1.87% 73,526 SH
22 EATON VANCE TAX-MANAGED GLOB ETW 27829C105 $2.9M 1.74% 305,360 SH
23 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $2.4M 1.45% 18,372 SH
24 INVESCO EXCHANGE TRADED FD T PWB 46137V746 $2.4M 1.43% 14,378 SH
25 TIDAL TRUST II CHPY 88636R693 $2.3M 1.37% 26,356 SH
26 ISHARES TR ACWI 464288257 $2.0M 1.21% 13,045 SH
27 PIMCO ETF TR MINT 72201R833 $1.9M 1.12% 18,768 SH
28 FIRST TR EXCHNG TRADED FD VI FMAR 33740F599 $1.8M 1.05% 33,951 SH
29 ALPS ETF TR AMLP 00162Q452 $1.7M 1.01% 33,020 SH
30 FIRST TR EXCHANGE-TRADED FD FCVT 33739Q507 $1.5M 0.91% 28,735 SH
31 TIDAL TRUST II GDXY 88634T881 $1.5M 0.88% 147,322 SH
32 FIRST TR EXCHANGE-TRADED FD FGD 33734X200 $1.5M 0.87% 46,250 SH
33 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $1.5M 0.87% 18,242 SH
34 INNOVATOR ETFS TRUST BALT 45783Y855 $1.5M 0.86% 42,557 SH
35 INVESCO EXCH TRADED FD TR II IDMO 46138E222 $1.4M 0.85% 23,837 SH
36 FIRST TR EXCHNG TRADED FD VI FAPR 33740U885 $1.4M 0.84% 30,275 SH
37 INVESCO EXCH TRADED FD TR II PCY 46138E784 $1.3M 0.79% 61,766 SH
38 ISHARES TR EEM 464287234 $1.3M 0.77% 19,129 SH
39 FIRST TR EXCHANGE-TRADED FD HYLS 33738D408 $1.2M 0.74% 30,657 SH
40 FIDELITY COMWLTH TR ONEQ 315912808 $1.2M 0.72% 11,827 SH
41 FIRST TR EXCH TRADED FD III FTLS 33739P103 $1.0M 0.60% 13,727 SH
42 FRANKLIN TEMPLETON ETF TR FLUD 35473P496 $1.0M 0.60% 40,394 SH
43 FIRST TR EXCHNG TRADED FD VI QMAR 33740F581 $973.3K 0.57% 26,140 SH
44 FIRST TR EXCH TRD ALPHDX FD FDT 33737J174 $969.9K 0.57% 10,244 SH
45 INVESCO EXCH TRADED FD TR II PIZ 46138E875 $859.4K 0.51% 15,374 SH
46 FIRST TR EXCHANGE-TRADED FD TDVI 33738D812 $744.4K 0.44% 23,437 SH
47 FIRST TR EXCHANGE-TRADED ALP FTC 33735K108 $724.9K 0.43% 3,741 SH
48 SPDR SERIES TRUST BIL 78468R663 $694.2K 0.41% 7,575 SH
49 INNOVATOR ETFS TRUST PMAY 45782C318 $642.0K 0.38% 15,545 SH
50 SPDR SERIES TRUST BILS 78468R523 $606.2K 0.36% 6,100 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $169.3M 72 0001872501-26-000003
2026-03-31 2026-04-20 $157.9M 60 0001872501-26-000002
2025-12-31 2026-01-15 $156.9M 61 0001872501-26-000001