Data as of Q4 2025 (Dec 31, 2025)

RiverTree Advisors, LLC

•CIK: 1872501•Filing: 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%

📈 Biggest Buys

CSHI
NEOS ETF TRUST
NEW
1.1% of portfolio
PWB
INVESCO EXCHANGE TRADED FD T
NEW
1.0% of portfolio
ONEQ
FIDELITY COMWLTH TR
NEW
0.9% of portfolio
LMBS
FIRST TR EXCHANGE-TRADED FD
+18.4%
5.4% of portfolio
XLG
INVESCO EXCHANGE TRADED FD T
NEW
0.8% of portfolio

📉 Biggest Sells

FTC
FIRST TR EXCHANGE-TRADED ALP
-70.7%
0.4% of portfolio
MINT
PIMCO ETF TR
-29.1%
2.5% of portfolio
HIPS
GRANITESHARES ETF TR
-79.5%
0.2% of portfolio
BIL
SPDR SERIES TRUST
-42.8%
0.9% of portfolio
CDX
SIMPLIFY EXCHANGE TRADED FUN
-25.5%
1.8% of portfolio

Sector Breakdown

Other99.5%
Financial0.3%
ETF0.2%

🚪 Exited Positionssold since Q3 2025

FEX
FIRST TR EXCHANGE-TRADED ALP
SOLD
$1.4M
QQQH
NEOS ETF TRUST
SOLD
$1.3M
MTUM
ISHARES TR
SOLD
$716.3K
TBIL
RBB FD INC
SOLD
$400.3K
NDQ
INVESCO QQQ TR
SOLD
$213.7K

Changes from Q3 2025

NEW11 new positions
↑17 increased
↓25 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

JAAA7.8%
JANUS DETROIT STR TR
$12.3M
FTSM5.5%
FIRST TR EXCHANGE-TRADED FD
$8.6M
LMBS5.4%
FIRST TR EXCHANGE-TRADED FD
$8.5M
FTSL5.3%
FIRST TR EXCHANGE-TRADED FD
$8.3M
BUCK4.8%
SIMPLIFY EXCHANGE TRADED FUN
$7.5M

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