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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 | |
|---|---|---|---|---|---|---|---|
251
HCA Healthcare
HCA
$101B
| $255K | 0.03% |
653
-308
| -32% | -$130K |
2025 Q3
3 quarters
|
|
252
Sysco
SYY
$40.4B
| $254K | 0.03% |
+3,038
| New | +$230K |
2026 Q2
0 quarters
|
|
253
Atlassian
TEAM
$55B
| $252K | 0.03% |
+3,235
| New | +$265K |
2026 Q2
0 quarters
|
|
254
Enbridge
ENB
$104B
| $251K | 0.03% |
4,632
+430
| +10% | +$23.6K |
2026 Q1
1 quarter
|
|
255
Owens Corning
OC
$8.99B
| $251K | 0.03% |
+1,578
| New | +$192K |
2026 Q2
0 quarters
|
|
256
Steel Dynamics
STLD
$34.5B
| $251K | 0.03% |
1,093
-34
| -3% | -$7.96K |
2026 Q1
1 quarter
|
|
257
Mizuho Financial
MFG
$123B
| $250K | 0.03% |
26,146
+4,862
| +23% | +$43.7K |
2024 Q2
8 quarters
|
|
258
Charles Schwab
SCHW
$163B
| $250K | 0.03% |
+2,709
| New | +$247K |
2026 Q2
0 quarters
|
|
259
Unilever
UL
$139B
| $249K | 0.03% |
+4,136
| New | +$239K |
2026 Q2
0 quarters
|
|
260
Molson Coors Class B
TAP
$7.28B
| $249K | 0.03% |
+6,381
| New | +$267K |
2026 Q2
0 quarters
|
|
261
AT&T
T
$161B
| $245K | 0.03% |
11,828
-3,470
| -23% | -$86.1K |
2025 Q1
5 quarters
|
|
262
Lumentum
LITE
$78.8B
| $245K | 0.03% |
+285
| New | +$254K |
2026 Q2
0 quarters
|
|
263
Regeneron Pharmaceuticals
REGN
$82B
| $243K | 0.03% |
390
+31
| +9% | +$21.1K |
2025 Q4
2 quarters
|
|
264
Flex
FLEX
$36.4B
| $242K | 0.03% |
+1,496
| New | +$181K |
2026 Q2
0 quarters
|
|
265
Colgate-Palmolive
CL
$73.9B
| $241K | 0.03% |
+2,634
| New | +$230K |
2026 Q2
0 quarters
|
|
266
Marathon Petroleum
MPC
$134B
| $241K | 0.03% |
942
+29
| +3% | +$7.12K |
2026 Q1
1 quarter
|
|
267
Bank of Montreal
BMO
$115B
| $240K | 0.03% |
+1,361
| New | +$214K |
2026 Q2
0 quarters
|
|
268
Netflix
NFLX
$302B
| $240K | 0.03% |
3,359
-2,102
| -38% | -$185K |
2024 Q3
7 quarters
|
|
269
Target
TGT
$71.2B
| $240K | 0.03% |
+1,836
| New | +$233K |
2026 Q2
0 quarters
|
|
270
OneMain Financial
OMF
$6.42B
| $236K | 0.03% |
+3,870
| New | +$218K |
2026 Q2
0 quarters
|
|
271
Antero Resources
AR
$11.2B
| $236K | 0.03% |
+6,710
| New | +$247K |
2026 Q2
0 quarters
|
|
272
McCormick & Company Non-Voting
MKC
$12.3B
| $235K | 0.03% |
+4,654
| New | +$228K |
2026 Q2
0 quarters
|
|
273
Scotiabank
BNS
$111B
| $234K | 0.03% |
+2,700
| New | +$213K |
2026 Q2
0 quarters
|
|
274
Aramark
ARMK
$14.5B
| $234K | 0.03% |
+4,119
| New | +$203K |
2026 Q2
0 quarters
|
|
275
GSK
GSK
$98.2B
| $234K | 0.03% |
4,465
+796
| +22% | +$42.1K |
2026 Q1
1 quarter
|
|
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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.