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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
+2.02%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$615M
AUM Growth
+$18.3M
(+3.1%)
Cap. Flow
+$9.68M
Cap. Flow
% of AUM
1.57%
Top 10 Holdings %
Top 10 Hldgs %
61.23%
Holding
238
New
40
Increased
107
Reduced
60
Closed
24
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Large-Cap ETF
VV
|
+$10.1M |
| 2 |
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC
|
+$5.38M |
| 3 |
Vanguard Total Bond Market
BND
|
+$4.99M |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$3.45M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$3.08M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$11.9M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
+$4.39M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.72M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.23M |
| 5 |
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
|
+$1.42M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.83% |
| 2 | Financials | 2.48% |
| 3 | Consumer Discretionary | 1.79% |
| 4 | Communication Services | 1.59% |
| 5 | Healthcare | 1.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
PNC Financial Services
PNC
$99.1B
| – | – |
-1,660
| Closed | -$334K |
|
227
Roblox
RBLX
$35.9B
| – | – |
-2,766
| Closed | -$383K |
|
|
228
Schwab U.S Small- Cap ETF
SCHA
$21.8B
| – | – |
-157,191
| Closed | -$4.39M |
|
|
229
Schwab US Large- Cap ETF
SCHX
$70.3B
| – | – |
-450,558
| Closed | -$11.9M |
|
|
SPYM
230
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
| – | – |
-7,317
| Closed | -$573K |
|
231
Tapestry
TPR
$30.3B
| – | – |
-2,105
| Closed | -$238K |
|
232
Uber
UBER
$145B
| – | – |
-2,889
| Closed | -$283K |
|
233
Veeva Systems
VEEV
$33.8B
| – | – |
-730
| Closed | -$217K |
|
234
Vanguard Mid-Cap Growth ETF
VOT
$18.9B
| – | – |
-734
| Closed | -$216K |
|
235
VeriSign
VRSN
$26.3B
| – | – |
-887
| Closed | -$248K |
|
236
Verizon
VZ
$197B
| – | – |
-5,104
| Closed | -$224K |
|
237
Zscaler
ZS
$24.9B
| – | – |
-750
| Closed | -$225K |
|
|
ETH
238
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
| – | – |
-36,250
| Closed | -$1.42M |
|
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Riversedge Advisors's Q4 2025 Portfolio in Review
As of Q4 2025, Riversedge Advisors held 238 positions worth $615M, up 3.1% from $597M the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Riversedge Advisors's Q4 2025 filing shows 40 new, 107 increased, 60 reduced and 24 closed positions. Its largest new stake was Grayscale CoinDesk Crypto 5 ETF: 112,313 shares worth $4.64M. The largest sale was Schwab US Large- Cap ETF, an estimated $11.9M.
By sector, the portfolio is most concentrated in Technology at 8.8% of assets, up from 8.4% a quarter earlier, followed by Financials and Consumer Discretionary.
- Riversedge Advisors's largest Q4 2025 buy was Grayscale CoinDesk Crypto 5 ETF: 112,313 shares worth $4.64M.
- Riversedge Advisors added most to Vanguard Large-Cap ETF in Q4 2025, an estimated $10.1M increase.
- Riversedge Advisors's biggest Q4 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $3.72M.
- Riversedge Advisors fully exited Schwab US Large- Cap ETF in Q4 2025, selling an estimated $11.9M.
- Riversedge Advisors's ten largest holdings make up 61% of its $615M portfolio in Q4 2025.
- Riversedge Advisors opened 40 new positions and closed 24 in Q4 2025.
- Riversedge Advisors's portfolio value rose 3.1% quarter-over-quarter to $615M.
Based on Riversedge Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.