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 | |
|---|---|---|---|---|---|---|---|
301
Qualcomm
QCOM
$184B
| $252K | 0.03% |
1,369
-155
| -10% | -$26.8K |
2026 Q2
1 quarter
|
|
302
Lloyds Banking Group
LYG
$78.4B
| $251K | 0.03% |
44,663
+5,254
| +13% | +$31.5K |
2023 Q4
11 quarters
|
|
303
Kroger
KR
$37.3B
| $251K | 0.03% |
+4,283
| New | +$249K |
2026 Q3
0 quarters
|
|
304
McKesson
MCK
$114B
| $249K | 0.03% |
+292
| New | +$251K |
2026 Q3
0 quarters
|
|
305
Genuine Parts
GPC
$18.1B
| $249K | 0.03% |
1,980
+283
| +17% | +$36.8K |
2026 Q2
1 quarter
|
|
306
Prologis
PLD
$124B
| $246K | 0.03% |
1,897
-464
| -20% | -$65.1K |
2025 Q4
3 quarters
|
|
307
S&P Global
SPGI
$120B
| $246K | 0.03% |
624
-193
| -24% | -$81.7K |
2026 Q2
1 quarter
|
|
308
Roblox
RBLX
$34B
| $246K | 0.03% |
5,799
+1,082
| +23% | +$49.1K |
2026 Q2
1 quarter
|
|
309
Baker Hughes
BKR
$55B
| $245K | 0.03% |
+4,465
| New | +$266K |
2026 Q3
0 quarters
|
|
310
Walmart Inc
WMT
$922B
| $245K | 0.03% |
2,358
-4,097
| -63% | -$450K |
2025 Q3
4 quarters
|
|
311
NNN REIT
NNN
$7.83B
| $245K | 0.03% |
5,958
-953
| -14% | -$43.6K |
2026 Q2
1 quarter
|
|
312
Fox Class A
FOXA
$26.2B
| $244K | 0.03% |
3,897
-85
| -2% | -$5.29K |
2025 Q3
4 quarters
|
|
313
Acuity Brands
AYI
$8.89B
| $244K | 0.03% |
788
-47
| -6% | -$15.6K |
2026 Q2
1 quarter
|
|
314
Owens Corning
OC
$8.79B
| $243K | 0.03% |
2,083
+505
| +32% | +$70.5K |
2026 Q2
1 quarter
|
|
315
Schwab US Large-Cap Growth ETF
SCHG
$64.1B
| $242K | 0.03% |
6,747
+335
| +5% | +$11.7K |
2026 Q2
1 quarter
|
|
316
Steel Dynamics
STLD
$34.8B
| $242K | 0.03% |
1,093
| – | – |
2026 Q1
2 quarters
|
|
317
Archer Daniels Midland
ADM
$40.3B
| $242K | 0.03% |
3,043
+336
| +12% | +$27.5K |
2026 Q2
1 quarter
|
|
318
Garmin
GRMN
$53.9B
| $241K | 0.03% |
+841
| New | +$233K |
2026 Q3
0 quarters
|
|
319
NatWest
NWG
$69.7B
| $241K | 0.03% |
+13,274
| New | +$245K |
2026 Q3
0 quarters
|
|
320
Ameriprise Financial
AMP
$43.8B
| $239K | 0.03% |
+486
| New | +$261K |
2026 Q3
0 quarters
|
|
321
Amgen
AMGN
$230B
| $238K | 0.03% |
+566
| New | +$226K |
2026 Q3
0 quarters
|
|
322
ING
ING
$94.6B
| $236K | 0.03% |
6,659
+105
| +2% | +$3.66K |
2026 Q2
1 quarter
|
|
323
PBF Energy
PBF
$10.6B
| $234K | 0.03% |
+3,039
| New | +$206K |
2026 Q3
0 quarters
|
|
324
Chemed
CHE
$6.71B
| $231K | 0.03% |
458
+11
| +2% | +$5.68K |
2026 Q2
1 quarter
|
|
325
Jefferies Financial Group
JEF
$10.1B
| $231K | 0.03% |
5,058
-83
| -2% | -$4.39K |
2026 Q2
1 quarter
|
|
Similar funds
CFO
REA
TLP
BPIM
DMC
WAM
SC
TVPW
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.