1y return+7.0%S&P 500 +20.9%
3y return+21.7%S&P 500 +68.5%
5y return+10.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $118 against $200 in the S&P 500.2
RiverTree Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JAAAJanus Detroit Str Tr | $11.7M | 6.9% | |
| BUCKSimplify Exchange Traded Fun | $7.9M | 4.7% | +8.2% |
| FTCSFirst Tr Exchange-traded Fd | $7.4M | 4.4% | |
| SPYINeos Etf Trust | $7.3M | 4.3% | +7.0% |
| BUFQFirst Tr Exchng Traded Fd Vi | $7.2M | 4.3% | −2.7% |
| DIVOAmplify Etf Tr | $7.1M | 4.2% | +4.7% |
| BUFRFirst Tr Exchng Traded Fd Vi | $7.0M | 4.1% | −2.0% |
| LMBSFirst Tr Exchange-traded Fd | $6.5M | 3.8% | −7.3% |
| FTGSFirst Tr Exchange-traded Fd | $6.2M | 3.7% | +18.1% |
| FTHIFirst Tr Exchange Traded Fd | $6.0M | 3.6% | +19.8% |
| QQQINeos Etf Trust | $5.9M | 3.5% | +12.3% |
| RDVIFirst Tr Exchange-traded Fd | $5.1M | 3.0% | +14.2% |
| PYLDPimco Etf Tr | $5.1M | 3.0% | −7.3% |
| FTSMFirst Tr Exchange-traded Fd | $4.8M | 2.8% | −40.6% |
| SDVDFirst Tr Exchange-traded Fd | $4.5M | 2.7% | +10.0% |
| COWZPacer Fds Tr | $4.4M | 2.6% | +9.7% |
| FTQIFirst Tr Exchange Traded Fd | $3.9M | 2.3% | +12.5% |
| AGGHSimplify Exchange Traded Fun | $3.8M | 2.2% | +20.2% |
| SBARSimplify Exchange Traded Fun | $3.4M | 2.0% | +4.8% |
| UCONFirst Tr Exchng Traded Fd Vi | $3.4M | 2.0% | +32.5% |
| SDVYFirst Tr Exchange Traded Fd | $3.2M | 1.9% | +1.9% |
| ETWEaton Vance Tax-managed Glob | $2.9M | 1.7% | −31.5% |
| AIRRFirst Tr Exchange Traded Fd | $2.4M | 1.4% | −10.1% |
| PWBInvesco Exchange Traded Fd T | $2.4M | 1.4% | −18.8% |
| CHPYTidal Trust II | $2.3M | 1.4% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AIRRFirst Tr Exchange Traded Fd | March 31, 2023 | +177.5% | $2.4M |
| BUFRFirst Tr Exchng Traded Fd Vi | December 31, 2022 | +64.5% | $7.0M |
| FMARFirst Tr Exchng Traded Fd Vi | March 31, 2023 | +55.4% | $1.8M |
| BUFQFirst Tr Exchng Traded Fd Vi | December 31, 2023 | +45.4% | $7.2M |
| FAPRFirst Tr Exchng Traded Fd Vi | June 30, 2023 | +42.5% | $1.4M |
| FTCSFirst Tr Exchange-traded Fd | December 31, 2020 | +39.1% | $7.4M |
| FTGSFirst Tr Exchange-traded Fd | December 31, 2023 | +35.9% | $6.2M |
| ACWIIshares Tr | December 31, 2024 | +33.6% | $2.0M |
| DIVOAmplify Etf Tr | March 31, 2021 | +32.7% | $7.1M |
| PWBInvesco Exchange Traded Fd T | December 31, 2025 | +32.5% | $2.4M |
Sold off last quarter
- YMAGTidal Trust II was $1.2M
- HIPSGraniteshares Etf Tr was $272K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.3% | +14.8% |
| March 31, 2026 | −1.1% | −4.6% |
| December 31, 2025 | +0.3% | +2.4% |
| September 30, 2025 | +2.4% | +7.8% |
| June 30, 2025 | +3.3% | +10.5% |
| March 31, 2025 | −1.4% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +2.9% | +5.4% |
| June 30, 2024 | +0.3% | +4.0% |
| March 31, 2024 | +4.7% | +10.0% |
| December 31, 2023 | +4.1% | +11.2% |
| September 30, 2023 | −0.9% | −3.6% |
| June 30, 2023 | +1.7% | +8.3% |
| March 31, 2023 | −0.1% | +7.0% |
| December 31, 2022 | +5.0% | +7.1% |
| September 30, 2022 | −4.6% | −5.3% |
| June 30, 2022 | −11.5% | −16.5% |
| March 31, 2022 | −3.5% | −4.9% |
| December 31, 2021 | +5.2% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: RiverTree Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1872501&type=13F-HR&dateb=&owner=include&count=40CIK 1872501
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1872501/000187250126000003/Filed July 22, 2026 · accession 0001872501-26-000003