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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
A icon
301
Agilent Technologies
A
$43.4B
$211K 0.03%
+1,589
New +$194K
CHE icon
302
Chemed
CHE
$6.84B
$208K 0.03%
+447
New +$188K
FOXA icon
303
Fox Class A
FOXA
$28.8B
$208K 0.03%
3,982
-581
-13% -$35.9K
ADM icon
304
Archer Daniels Midland
ADM
$39.3B
$207K 0.03%
+2,707
New +$206K
GLTR icon
305
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.77B
$206K 0.03%
1,139
– –
ING icon
306
ING
ING
$101B
$206K 0.03%
+6,554
New +$194K
MDB icon
307
MongoDB
MDB
$35.9B
$205K 0.03%
+610
New +$183K
EXEL icon
308
Exelixis
EXEL
$13.5B
$205K 0.03%
+3,759
New +$183K
HURN icon
309
Huron Consulting
HURN
$2.54B
$201K 0.03%
2,234
– –
UI icon
310
Ubiquiti
UI
$36.3B
$201K 0.03%
376
-39
-9% -$29.4K
VRSN icon
311
VeriSign
VRSN
$26.4B
$200K 0.03%
+796
New +$221K
GPC icon
312
Genuine Parts
GPC
$19B
$200K 0.03%
+1,697
New +$177K
VALE icon
313
Vale
VALE
$64B
$193K 0.03%
12,800
-697
-5% -$11.4K
BBD icon
314
Banco Bradesco
BBD
$34.4B
$103K 0.01%
29,704
-2,603
-8% -$9.53K
ABEV icon
315
Ambev
ABEV
$44.1B
$69.7K 0.01%
22,183
+246
+1% +$769
MPT
316
Medical Properties Trust
MPT
$2.44B
$52.9K 0.01%
+11,445
New +$56.7K
ADT icon
317
ADT
ADT
$5.51B
– –
-14,159
Closed -$93K
BP icon
318
BP
BP
$109B
– –
-4,722
Closed -$222K
CRM icon
319
Salesforce
CRM
$211B
– –
-1,325
Closed -$247K
GILD icon
320
Gilead Sciences
GILD
$181B
– –
-1,449
Closed -$202K
INTU icon
321
Intuit
INTU
$97.9B
– –
-590
Closed -$255K
NOW icon
322
ServiceNow
NOW
$150B
– –
-1,982
Closed -$207K
OMC icon
323
Omnicom Group
OMC
$24.2B
– –
-3,242
Closed -$244K
SAP icon
324
SAP
SAP
$256B
– –
-1,190
Closed -$204K
SHOP icon
325
Shopify
SHOP
$197B
– –
-1,857
Closed -$220K
10 11 12
13
14

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FCM
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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.