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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
(+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
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 |
BTC
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 | |
|---|---|---|---|---|---|---|
276
Burlington
BURL
$17.1B
| $233K | 0.03% |
+736
| New | +$237K |
|
277
eBay
EBAY
$47B
| $233K | 0.03% |
+2,085
| New | +$222K |
|
278
Incyte
INCY
$25.2B
| $233K | 0.03% |
+2,053
| New | +$204K |
|
279
Walt Disney
DIS
$187B
| $230K | 0.03% |
2,387
+3
| +0.1% | +$306 |
|
280
Lloyds Banking Group
LYG
$85.7B
| $230K | 0.03% |
39,409
+9,964
| +34% | +$54K |
|
281
Church & Dwight Co
CHD
$24B
| $229K | 0.03% |
+2,362
| New | +$226K |
|
282
Illumina
ILMN
$32.6B
| $229K | 0.03% |
+1,301
| New | +$190K |
|
283
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.95B
| $228K | 0.03% |
+2,918
| New | +$214K |
|
284
Citizens Financial Group
CFG
$29.4B
| $227K | 0.03% |
+3,242
| New | +$209K |
|
285
Honeywell
HON
$68.9B
| $226K | 0.03% |
1,008
+94
| +10% | +$21K |
|
286
Equifax
EFX
$22.8B
| $224K | 0.03% |
+1,409
| New | +$240K |
|
287
American Express
AXP
$225B
| $222K | 0.03% |
+658
| New | +$211K |
|
|
HONA
288
Honeywell Aerospace
HONA
$51.5B
| $221K | 0.03% |
+999
| New | +$220K |
|
|
DOCU
289
DocuSign
DOCU
$12.2B
| $220K | 0.03% |
+4,957
| New | +$232K |
|
290
CVS Health
CVS
$119B
| $219K | 0.03% |
+2,120
| New | +$189K |
|
291
Host Hotels & Resorts
HST
$15.3B
| $218K | 0.03% |
+9,197
| New | +$205K |
|
292
Xylem
XYL
$26B
| $217K | 0.03% |
+1,839
| New | +$212K |
|
293
Schwab US Large-Cap Growth ETF
SCHG
$63.1B
| $217K | 0.03% |
+6,412
| New | +$212K |
|
294
Federal Realty Investment Trust
FRT
$10.1B
| $217K | 0.03% |
+1,756
| New | +$204K |
|
295
Hewlett Packard
HPE
$69.3B
| $216K | 0.03% |
+4,790
| New | +$173K |
|
296
United Microelectronic
UMC
$49.6B
| $214K | 0.03% |
+7,861
| New | +$134K |
|
297
Crane Co
CR
$12B
| $214K | 0.03% |
+958
| New | +$181K |
|
298
Prosperity Bancshares
PB
$8.69B
| $213K | 0.03% |
+2,916
| New | +$203K |
|
299
Canadian Imperial Bank of Commerce
CM
$104B
| $212K | 0.03% |
+1,847
| New | +$203K |
|
300
Constellation Energy
CEG
$98.1B
| $212K | 0.03% |
855
-16
| -2% | -$4.51K |
|
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HGWM
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.