RiverTree Advisors, LLC
โขCIK: 1872501โขFiling: Q4 2025
**RiverTree Advisors, LLC** manages $157M across a portfolio of 61 distinct positions. The firm maintains significant exposure to technology and financial sectors, with top holdings including JAAA at $12.3M and FTSM at $8.6M. Further concentration is evident in LMBS ($8.5M), FTSL ($8.3M), and BUCK ($7.5M). This allocation suggests a focused, tactical approach targeting established market leaders.
Total AUM
$156.9M
QoQ Performance
+0.6%
Positions
28
Top 10 Concentration
50.0%
Latest Filing
Q4 2025
Top Holdings Allocation
JAAA
FTSM
LMBS
FTSL
JAAA7.8%
FTSM5.5%
LMBS5.4%
FTSL5.3%
BUCK4.8%
FTCS4.6%
BUFQ4.3%
BUFR4.3%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other99.7%
ETF0.2%
Financial0.2%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW11 new positions
โ17 increased
โ25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022