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RA

Riversedge Advisors Portfolio holdings

AUM $759M
1-Year Est. Return 24.25%
This Fund
S&P 500
This Quarter Est. Return
+13.43%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$759M
AUM Growth
+$141M
Cap. Flow
+$67.3M
Cap. Flow %
8.87%
Top 10 Hldgs %
55.45%
Holding
328
New
112
Increased
144
Reduced
54
Closed
12

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$17.5M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.15M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$4.49M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$2.94M
5
NVDA icon
NVIDIA
NVDA
+$1.19M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$7.25M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$801K
3
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$421K
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$343K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$292K

Sector Composition

Rank Sector Weight
1 Miscellaneous 74.73%
2 Technology 11.46%
3 Financials 3.17%
4 Consumer Discretionary 2.14%
5 Healthcare 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MEDP icon
226
Medpace
MEDP
$16.8B
$275K 0.04%
520
+93
+22% +$42.9K
ORLY icon
227
O'Reilly Automotive
ORLY
$71.6B
$274K 0.04%
2,978
-69
-2% -$6.29K
JBL icon
228
Jabil
JBL
$31.6B
$273K 0.04%
+707
New +$244K
OTIS icon
229
Otis Worldwide
OTIS
$27.3B
$272K 0.04%
+3,801
New +$284K
FDS icon
230
Factset
FDS
$11B
$271K 0.04%
+1,180
New +$271K
PFE icon
231
Pfizer
PFE
$159B
$270K 0.04%
+11,220
New +$293K
CCL icon
232
Carnival Corporation Ltd
CCL
$33.9B
$270K 0.04%
+9,440
New +$258K
BKNG icon
233
Booking.com
BKNG
$155B
$269K 0.04%
1,510
-740
-33% -$126K
VEEV icon
234
Veeva Systems
VEEV
$44.8B
$266K 0.04%
+1,499
New +$247K
CI icon
235
Cigna
CI
$73.7B
$264K 0.03%
957
-30
-3% -$8.47K
BX icon
236
Blackstone
BX
$107B
$264K 0.03%
2,240
+337
+18% +$40.5K
RBC icon
237
RBC Bearings
RBC
$15.8B
$263K 0.03%
+409
New +$243K
NET icon
238
Cloudflare
NET
$107B
$262K 0.03%
+1,069
New +$234K
ADI icon
239
Analog Devices
ADI
$175B
$262K 0.03%
+660
New +$261K
NTNX icon
240
Nutanix
NTNX
$18.7B
$261K 0.03%
+5,114
New +$231K
COP icon
241
ConocoPhillips
COP
$157B
$259K 0.03%
2,494
+60
+2% +$7.11K
ASX icon
242
ASE Group
ASX
$98.4B
$259K 0.03%
+5,734
New +$193K
BTI icon
243
British American Tobacco
BTI
$121B
$258K 0.03%
4,182
+33
+0.8% +$1.99K
PEP icon
244
PepsiCo
PEP
$193B
$258K 0.03%
1,905
+178
+10% +$26.6K
DHR icon
245
Danaher
DHR
$152B
$257K 0.03%
1,350
-426
-24% -$77.3K
JEF icon
246
Jefferies Financial Group
JEF
$12.2B
$257K 0.03%
+5,141
New +$265K
ITW icon
247
Illinois Tool Works
ITW
$79.8B
$257K 0.03%
+949
New +$246K
RBLX icon
248
Roblox
RBLX
$27.5B
$257K 0.03%
+4,717
New +$235K
AMT icon
249
American Tower
AMT
$82.1B
$256K 0.03%
+1,567
New +$282K
CSCO icon
250
Cisco
CSCO
$433B
$256K 0.03%
+2,177
New +$228K
8 9
10
11 12

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Riversedge Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Riversedge Advisors held 328 positions worth $759M, up 23% from $618M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Riversedge Advisors deployed $67.3M of net new capital in Q2 2026, opening 112 new positions and adding to 144 existing holdings. Its largest new stake was Waste Connections: 3,337 shares worth $556K.

By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, down from 82% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $7.25M trimmed.

  • Riversedge Advisors's largest Q2 2026 buy was Waste Connections: 3,337 shares worth $556K.
  • Riversedge Advisors added most to Apple in Q2 2026, an estimated $17.5M increase.
  • Riversedge Advisors's biggest Q2 2026 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $7.25M.
  • Riversedge Advisors fully exited Intuit in Q2 2026, selling an estimated $255K.
  • Riversedge Advisors's ten largest holdings make up 55% of its $759M portfolio in Q2 2026.
  • Riversedge Advisors opened 112 new positions and closed 12 in Q2 2026.
  • Riversedge Advisors's portfolio value rose 23% quarter-over-quarter to $759M.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.