RA
Riversedge Advisors Portfolio holdings
AUM
$813M
Turnover
29%
1-Year Est. Return
18.09%
This Fund
S&P 500
This Quarter
Est. Return
+2.68%
1 Year Est. Return
+18.09%
3 Year Est. Return
+71.28%
5 Year Est. Return
+57.74%
10 Year Est. Return
–
AUM
$813M
AUM Growth
+$53.9M
(+7.1%)
Cap. Flow
+$42.2M
Cap. Flow
% of AUM
5.19%
Top 10 Holdings %
Top 10 Hldgs %
52.69%
Holding
400
New
84
Increased
196
Reduced
81
Closed
32
Avg Time Held Equity + Options
1.3
years
Top 10 Avg Time Held Equity + Options
2.5
years
Top 20 Avg Time Held Equity + Options
3.6
years
Avg Time Held Equity only
1.3
years
Top 10 Avg Time Held Equity only
2.5
years
Top 20 Avg Time Held Equity only
3.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Growth ETF
VUG
|
+$49.3M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$9.17M |
| 3 |
iShares MSCI Intl Momentum Factor ETF
IMTM
|
+$7.03M |
| 4 |
BNY Mellon Global Infrastructure Income ETF
BKGI
|
+$6.43M |
| 5 |
JPMorgan Active Bond ETF
JBND
|
+$3.53M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$50.6M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$9.32M |
| 3 |
Vanguard Total Bond Market
BND
|
+$4.11M |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$3.72M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$628K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 71.4% |
| 2 | Technology | 13.29% |
| 3 | Financials | 3.47% |
| 4 | Healthcare | 2.55% |
| 5 | Consumer Discretionary | 2.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
276
Gartner
IT
$12.4B
| $271K | 0.03% |
+1,453
| New | +$248K |
2026 Q3
0 quarters
|
|
277
HubSpot
HUBS
$11.3B
| $270K | 0.03% |
+1,315
| New | +$296K |
2026 Q3
0 quarters
|
|
278
GoDaddy
GDDY
$13.1B
| $269K | 0.03% |
+2,821
| New | +$268K |
2026 Q3
0 quarters
|
|
279
Shopify
SHOP
$222B
| $269K | 0.03% |
+1,814
| New | +$246K |
2026 Q3
0 quarters
|
|
280
Insmed
INSM
$21.4B
| $268K | 0.03% |
+2,350
| New | +$277K |
2026 Q3
0 quarters
|
|
281
Marvell Technology
MRVL
$220B
| $266K | 0.03% |
1,006
+2
| +0.2% | +$448 |
2026 Q2
1 quarter
|
|
282
Netflix
NFLX
$294B
| $265K | 0.03% |
3,809
+450
| +13% | +$33.8K |
2024 Q3
8 quarters
|
|
283
Sempra
SRE
$53.6B
| $263K | 0.03% |
+3,375
| New | +$292K |
2026 Q3
0 quarters
|
|
284
Insulet
PODD
$9.29B
| $263K | 0.03% |
+2,012
| New | +$301K |
2026 Q3
0 quarters
|
|
285
Vertiv
VRT
$85.8B
| $262K | 0.03% |
1,085
+236
| +28% | +$64.3K |
2026 Q2
1 quarter
|
|
286
Paylocity
PCTY
$8.44B
| $261K | 0.03% |
+1,828
| New | +$256K |
2026 Q3
0 quarters
|
|
287
Iron Mountain
IRM
$33B
| $260K | 0.03% |
+2,345
| New | +$281K |
2026 Q3
0 quarters
|
|
288
KKR & Co
KKR
$76.8B
| $260K | 0.03% |
+2,845
| New | +$290K |
2026 Q3
0 quarters
|
|
289
Markel Group
MKL
$22.3B
| $259K | 0.03% |
+151
| New | +$281K |
2026 Q3
0 quarters
|
|
290
PPG Industries
PPG
$23.3B
| $257K | 0.03% |
+2,464
| New | +$278K |
2026 Q3
0 quarters
|
|
291
Bank of Montreal
BMO
$114B
| $257K | 0.03% |
1,536
+175
| +13% | +$30.9K |
2026 Q2
1 quarter
|
|
292
Scotiabank
BNS
$110B
| $257K | 0.03% |
2,825
+125
| +5% | +$11.3K |
2026 Q2
1 quarter
|
|
293
BP
BP
$126B
| $256K | 0.03% |
+5,829
| New | +$250K |
2026 Q3
0 quarters
|
|
294
Blackstone
BX
$79.7B
| $256K | 0.03% |
2,283
+43
| +2% | +$5.63K |
2024 Q3
8 quarters
|
|
295
SAP
SAP
$254B
| $256K | 0.03% |
+1,227
| New | +$238K |
2026 Q3
0 quarters
|
|
296
Constellation Energy
CEG
$99B
| $255K | 0.03% |
1,004
+149
| +17% | +$39.8K |
2025 Q2
5 quarters
|
|
297
ASE Group
ASX
$115B
| $254K | 0.03% |
5,708
-26
| -0.5% | -$1.02K |
2026 Q2
1 quarter
|
|
298
Corcept Therapeutics
CORT
$12.6B
| $254K | 0.03% |
+2,201
| New | +$237K |
2026 Q3
0 quarters
|
|
299
Incyte
INCY
$22.6B
| $254K | 0.03% |
2,089
+36
| +2% | +$4.39K |
2026 Q2
1 quarter
|
|
300
TJX Companies
TJX
$157B
| $252K | 0.03% |
1,906
-2,596
| -58% | -$374K |
2025 Q3
4 quarters
|
|
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Riversedge Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, Riversedge Advisors held 400 positions worth $813M, up 7.1% from $759M the previous quarter. Its ten largest holdings account for 53% of the portfolio.
Riversedge Advisors deployed $42.2M of net new capital in Q3 2026, opening 84 new positions and adding to 196 existing holdings. Its largest new stake was iShares MSCI Intl Momentum Factor ETF: 132,640 shares worth $6.98M.
By sector, the portfolio is most concentrated in Miscellaneous at 71% of assets, down from 75% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Vanguard Morningstar Large-Cap ETF, an estimated $50.6M trimmed.
- Riversedge Advisors's largest Q3 2026 buy was iShares MSCI Intl Momentum Factor ETF: 132,640 shares worth $6.98M.
- Riversedge Advisors added most to Vanguard Morningstar Growth ETF in Q3 2026, an estimated $49.3M increase.
- Riversedge Advisors's biggest Q3 2026 reduction was Vanguard Morningstar Large-Cap ETF, cutting an estimated $50.6M.
- Riversedge Advisors fully exited Edison International in Q3 2026, selling an estimated $628K.
- Riversedge Advisors's ten largest holdings make up 53% of its $813M portfolio in Q3 2026.
- Riversedge Advisors opened 84 new positions and closed 32 in Q3 2026.
- Riversedge Advisors's portfolio value rose 7.1% quarter-over-quarter to $813M.
Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.