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RA
Riversedge Advisors Portfolio holdings
AUM
$813M
Turnover
29%
1-Year Est. Return
18.09%
This Fund
S&P 500
This Quarter
Est. Return
+13.43%
1 Year Est. Return
+18.09%
3 Year Est. Return
+71.28%
5 Year Est. Return
+57.74%
10 Year Est. Return
–
AUM
$759M
AUM Growth
+$141M
(+23%)
Cap. Flow
+$67.3M
Cap. Flow
% of AUM
8.87%
Top 10 Holdings %
Top 10 Hldgs %
55.45%
Holding
328
New
112
Increased
144
Reduced
54
Closed
12
Avg Time Held Equity + Options
1.3
years
Top 10 Avg Time Held Equity + Options
2.6
years
Top 20 Avg Time Held Equity + Options
3.5
years
Avg Time Held Equity only
1.3
years
Top 10 Avg Time Held Equity only
2.6
years
Top 20 Avg Time Held Equity only
3.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$17.5M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$7.15M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$4.49M |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$2.94M |
| 5 |
NVIDIA
NVDA
|
+$1.19M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$7.25M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$801K |
| 3 |
Fidelity Enhanced Small Cap Core ETF
FESM
|
+$421K |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$343K |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
226
Medpace
MEDP
$17.5B
| $275K | 0.04% |
520
+93
| +22% | +$42.9K |
2025 Q3
3 quarters
|
|
227
O'Reilly Automotive
ORLY
$71.6B
| $274K | 0.04% |
2,978
-69
| -2% | -$6.29K |
2024 Q4
6 quarters
|
|
228
Jabil
JBL
$30.1B
| $273K | 0.04% |
+707
| New | +$244K |
2026 Q2
0 quarters
|
|
229
Otis Worldwide
OTIS
$26.8B
| $272K | 0.04% |
+3,801
| New | +$284K |
2026 Q2
0 quarters
|
|
230
Factset
FDS
$10.7B
| $271K | 0.04% |
+1,180
| New | +$271K |
2026 Q2
0 quarters
|
|
231
Pfizer
PFE
$168B
| $270K | 0.04% |
+11,220
| New | +$293K |
2026 Q2
0 quarters
|
|
232
Carnival Corporation Ltd
CCL
$35.6B
| $270K | 0.04% |
+9,440
| New | +$258K |
2026 Q2
0 quarters
|
|
233
Booking.com
BKNG
$125B
| $269K | 0.04% |
1,510
-740
| -33% | -$126K |
2025 Q3
3 quarters
|
|
234
Veeva Systems
VEEV
$50.7B
| $266K | 0.04% |
+1,499
| New | +$247K |
2026 Q2
0 quarters
|
|
235
Cigna
CI
$79B
| $264K | 0.03% |
957
-30
| -3% | -$8.47K |
2026 Q1
1 quarter
|
|
236
Blackstone
BX
$87.1B
| $264K | 0.03% |
2,240
+337
| +18% | +$40.5K |
2024 Q3
7 quarters
|
|
237
RBC Bearings
RBC
$15.8B
| $263K | 0.03% |
+409
| New | +$243K |
2026 Q2
0 quarters
|
|
238
Cloudflare
NET
$113B
| $262K | 0.03% |
+1,069
| New | +$234K |
2026 Q2
0 quarters
|
|
239
Analog Devices
ADI
$196B
| $262K | 0.03% |
+660
| New | +$261K |
2026 Q2
0 quarters
|
|
240
Nutanix
NTNX
$18.9B
| $261K | 0.03% |
+5,114
| New | +$231K |
2026 Q2
0 quarters
|
|
241
ConocoPhillips
COP
$170B
| $259K | 0.03% |
2,494
+60
| +2% | +$7.11K |
2025 Q4
2 quarters
|
|
242
ASE Group
ASX
$109B
| $259K | 0.03% |
+5,734
| New | +$193K |
2026 Q2
0 quarters
|
|
243
British American Tobacco
BTI
$125B
| $258K | 0.03% |
4,182
+33
| +0.8% | +$1.99K |
2025 Q4
2 quarters
|
|
244
PepsiCo
PEP
$175B
| $258K | 0.03% |
1,905
+178
| +10% | +$26.6K |
2025 Q3
3 quarters
|
|
245
Danaher
DHR
$163B
| $257K | 0.03% |
1,350
-426
| -24% | -$77.3K |
2025 Q4
2 quarters
|
|
246
Jefferies Financial Group
JEF
$10.3B
| $257K | 0.03% |
+5,141
| New | +$265K |
2026 Q2
0 quarters
|
|
247
Illinois Tool Works
ITW
$77.2B
| $257K | 0.03% |
+949
| New | +$246K |
2026 Q2
0 quarters
|
|
248
Roblox
RBLX
$36.5B
| $257K | 0.03% |
+4,717
| New | +$235K |
2026 Q2
0 quarters
|
|
249
American Tower
AMT
$84.5B
| $256K | 0.03% |
+1,567
| New | +$282K |
2026 Q2
0 quarters
|
|
250
Cisco
CSCO
$433B
| $256K | 0.03% |
+2,177
| New | +$228K |
2026 Q2
0 quarters
|
|
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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.