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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
HCA icon
251
HCA Healthcare
HCA
$90.5B
$255K 0.03%
653
-308
-32% -$130K
SYY icon
252
Sysco
SYY
$39.3B
$254K 0.03%
+3,038
New +$230K
TEAM icon
253
Atlassian
TEAM
$48.2B
$252K 0.03%
+3,235
New +$265K
ENB icon
254
Enbridge
ENB
$110B
$251K 0.03%
4,632
+430
+10% +$23.6K
OC icon
255
Owens Corning
OC
$11.3B
$251K 0.03%
+1,578
New +$192K
STLD icon
256
Steel Dynamics
STLD
$33.6B
$251K 0.03%
1,093
-34
-3% -$7.96K
MFG icon
257
Mizuho Financial
MFG
$129B
$250K 0.03%
26,146
+4,862
+23% +$43.7K
SCHW
258
Charles Schwab
SCHW
$191B
$250K 0.03%
+2,709
New +$247K
UL icon
259
Unilever
UL
$140B
$249K 0.03%
+4,136
New +$239K
TAP icon
260
Molson Coors Class B
TAP
$7.73B
$249K 0.03%
+6,381
New +$267K
T icon
261
AT&T
T
$178B
$245K 0.03%
11,828
-3,470
-23% -$86.1K
LITE icon
262
Lumentum
LITE
$80.3B
$245K 0.03%
+285
New +$254K
REGN icon
263
Regeneron Pharmaceuticals
REGN
$81.8B
$243K 0.03%
390
+31
+9% +$21.1K
FLEX icon
264
Flex
FLEX
$40.8B
$242K 0.03%
+1,496
New +$181K
CL icon
265
Colgate-Palmolive
CL
$72.3B
$241K 0.03%
+2,634
New +$230K
MPC icon
266
Marathon Petroleum
MPC
$104B
$241K 0.03%
942
+29
+3% +$7.12K
BMO icon
267
Bank of Montreal
BMO
$120B
$240K 0.03%
+1,361
New +$214K
NFLX icon
268
Netflix
NFLX
$340B
$240K 0.03%
3,359
-2,102
-38% -$185K
TGT icon
269
Target
TGT
$74.1B
$240K 0.03%
+1,836
New +$233K
OMF icon
270
OneMain Financial
OMF
$7.23B
$236K 0.03%
+3,870
New +$218K
AR icon
271
Antero Resources
AR
$11.8B
$236K 0.03%
+6,710
New +$247K
MKC icon
272
McCormick & Company Non-Voting
MKC
$14.9B
$235K 0.03%
+4,654
New +$228K
BNS icon
273
Scotiabank
BNS
$113B
$234K 0.03%
+2,700
New +$213K
ARMK icon
274
Aramark
ARMK
$15.3B
$234K 0.03%
+4,119
New +$203K
GSK icon
275
GSK
GSK
$102B
$234K 0.03%
4,465
+796
+22% +$42.1K
9 10
11
12 13

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AMPWP
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KFAS
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FCM
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NWM
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HGWM
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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.