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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
-0.62%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$618M
AUM Growth
+$2.7M
Cap. Flow
+$14.6M
Cap. Flow %
2.36%
Top 10 Hldgs %
57.93%
Holding
251
New
37
Increased
100
Reduced
68
Closed
35

Top Buys

Rank Stock Value
1
VTV icon
Vanguard Value ETF
VTV
+$63.9M
2
JBND icon
JPMorgan Active Bond ETF
JBND
+$12M
3
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$6.87M
4
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$6.66M
5
RAAX icon
VanEck Inflation Allocation ETF
RAAX
+$6.29M

Top Sells

Rank Stock Value
1
VV icon
Vanguard Large-Cap ETF
VV
+$36.4M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$21.5M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.44M
4
BND icon
Vanguard Total Bond Market
BND
+$8.55M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.28M

Sector Composition

Rank Sector Weight
1 Technology 7.81%
2 Financials 2.1%
3 Consumer Discretionary 1.74%
4 Healthcare 1.67%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GDXJ icon
226
VanEck Junior Gold Miners ETF
GDXJ
$6.86B
– –
-2,500
Closed -$284K
GPC icon
227
Genuine Parts
GPC
$17.9B
– –
-1,688
Closed -$208K
HDB icon
228
HDFC Bank
HDB
$123B
– –
-7,072
Closed -$258K
HUBS icon
229
HubSpot
HUBS
$12.9B
– –
-532
Closed -$213K
HYD icon
230
VanEck High Yield Muni ETF
HYD
$4.44B
– –
-24,657
Closed -$1.26M
IBN icon
231
ICICI Bank
IBN
$107B
– –
-6,993
Closed -$208K
ILMN icon
232
Illumina
ILMN
$29.5B
– –
-1,562
Closed -$205K
IT icon
233
Gartner
IT
$11.1B
– –
-883
Closed -$223K
ITOT icon
234
iShares Core S&P Total US Stock Market ETF
ITOT
$92.3B
– –
-1,431
Closed -$213K
IWF icon
235
iShares Russell 1000 Growth ETF
IWF
$117B
– –
-2,804
Closed -$332K
LDOS icon
236
Leidos
LDOS
$14.4B
– –
-1,174
Closed -$212K
LYFT icon
237
Lyft
LYFT
$5.86B
– –
-13,145
Closed -$255K
OTIS icon
238
Otis Worldwide
OTIS
$27.9B
– –
-3,120
Closed -$273K
PANW icon
239
Palo Alto Networks
PANW
$256B
– –
-1,667
Closed -$307K
QCOM icon
240
Qualcomm
QCOM
$164B
– –
-1,519
Closed -$260K
RING icon
241
iShares MSCI Global Gold Miners ETF
RING
$2.26B
– –
-3,810
Closed -$281K
ROP icon
242
Roper Technologies
ROP
$40.4B
– –
-492
Closed -$219K
SCHG icon
243
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
– –
-6,236
Closed -$203K
SCHW
244
Charles Schwab
SCHW
$182B
– –
-2,436
Closed -$243K
SNOW icon
245
Snowflake
SNOW
$98.1B
– –
-1,405
Closed -$308K
TEAM icon
246
Atlassian
TEAM
$26.5B
– –
-2,115
Closed -$343K
UBS icon
247
UBS Group
UBS
$170B
– –
-4,955
Closed -$229K
UL icon
248
Unilever
UL
$142B
– –
-3,925
Closed -$257K
UTHR icon
249
United Therapeutics
UTHR
$26.1B
– –
-414
Closed -$202K
WFC icon
250
Wells Fargo
WFC
$254B
– –
-2,685
Closed -$250K
7 8 9
10
11

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TVAMP
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RFM
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BCM
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Riversedge Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Riversedge Advisors held 251 positions worth $618M, up 0.44% from $615M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Riversedge Advisors's Q1 2026 filing shows 37 new, 100 increased, 68 reduced and 35 closed positions. Its largest new stake was JPMorgan Active Bond ETF: 221,434 shares worth $11.9M. The largest sale was Vanguard Large-Cap ETF, an estimated $36.4M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, down from 8.8% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Riversedge Advisors's largest Q1 2026 buy was JPMorgan Active Bond ETF: 221,434 shares worth $11.9M.
  • Riversedge Advisors added most to Vanguard Value ETF in Q1 2026, an estimated $63.9M increase.
  • Riversedge Advisors's biggest Q1 2026 reduction was Vanguard Large-Cap ETF, cutting an estimated $36.4M.
  • Riversedge Advisors fully exited Grayscale CoinDesk Crypto 5 ETF in Q1 2026, selling an estimated $4.64M.
  • Riversedge Advisors's ten largest holdings make up 58% of its $618M portfolio in Q1 2026.
  • Riversedge Advisors opened 37 new positions and closed 35 in Q1 2026.
  • Riversedge Advisors's portfolio value rose 0.44% quarter-over-quarter to $618M.

Based on Riversedge Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.