River Tree Advisors, LLC Portfolio Holdings

River Tree Advisors, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $120 Million distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $12.3M, First Tr Enhanced Traded Fd Iv with a value of $8.64M, First Tr ETF Fd Iv First Tr Lo with a value of $8.53M, First Trust Senior Ln Fund with a value of $8.33M, and First Trust Capital Strength E with a value of $7.21M.

Examining the 13F form we can see an decrease of $714K in the current position value, from $120M to 120M.

River Tree Advisors, LLC is based out at Winter Park, FL

Below you can find more details about River Tree Advisors, LLC portfolio as well as his latest detailed transactions.