RiverTree Advisors, LLC

CIK 0001872501 · Q2 2026

13F Equity AUM

$169.3M

+7.3% QoQ

Positions

+12 QoQ

AUM Rank

#8,727

Top 70%

Skill Alpha (FF)

-3.8%/yr

Underperformer

Rank #7,284 · Top 88%

vs S&P -7.9%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 24.5%Top 10: 43.9%Top 20: 70.0%

JAAA6.9%

BUCK4.7%

FTCS4.4%

SPYI4.3%

BUFQ4.3%

DIVO4.2%

BUFR4.1%

LMBS3.8%

FTGS3.7%

FTHI3.6%

Others (62)56.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services95.5%

Fund3.3%

Other1.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 72Median: 0.81%Avg: 1.39%

0–0.5%

27(5.8%)

0.5–1%

16(11.9%)

1–3%

16(28.9%)

3–5%

12(46.5%)

5%+

1(6.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 72vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New14Increased20Decreased30Exited2

New Positions

CHPY1.4%

+26K

GDXY0.9%

+147K

FGD0.9%

+46K

FLUD0.6%

+40K

FDT0.6%

+10K

CAT0.2%

+263

INTC0.1%

+2K

LRCX0.1%

+574

AMAT0.1%

+317

KLAC0.1%

+730

Increased

FTHI3.6%

+42K(+20%)

UCON2.0%

+33K(+33%)

AGGH2.2%

+32K(+20%)

FTGS3.7%

+26K(+18%)

BUCK4.7%

+25K(+8%)

RDVI3.0%

+22K(+14%)

FTQI2.3%

+19K(+13%)

SDVD2.7%

+18K(+10%)

IDMO0.8%

+14K(+149%)

QQQI3.5%

+11K(+12%)

Decreased

ETW1.7%

-140,143(-31%)

IGLD0.2%

-94,496(-84%)

FTSM2.8%

-54,584(-41%)

CSHI0.2%

-25,446(-80%)

PYLD3.0%

-15,087(-7%)

AMLP1.0%

-13,689(-29%)

LMBS3.8%

-10,161(-7%)

TDVI0.4%

-7,684(-25%)

BINC0.1%

-7,550(-64%)

PCY0.8%

-7,089(-10%)

Exited

YMAG

-100,330

HIPS

-23,511

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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