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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
Cap. Flow
+$67.3M
Cap. Flow %
8.87%
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
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 icon
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 Held Since
A icon
301
Agilent Technologies
A
$49.5B
$211K 0.03%
+1,589
New +$194K
2026 Q2
0 quarters
CHE icon
302
Chemed
CHE
$6.74B
$208K 0.03%
+447
New +$188K
2026 Q2
0 quarters
FOXA icon
303
Fox Class A
FOXA
$27B
$208K 0.03%
3,982
-581
-13% -$35.9K
2025 Q3
3 quarters
ADM icon
304
Archer Daniels Midland
ADM
$40B
$207K 0.03%
+2,707
New +$206K
2026 Q2
0 quarters
GLTR icon
305
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.51B
$206K 0.03%
1,139
– –
2025 Q4
2 quarters
ING icon
306
ING
ING
$94.5B
$206K 0.03%
+6,554
New +$194K
2026 Q2
0 quarters
MDB icon
307
MongoDB
MDB
$29.5B
$205K 0.03%
+610
New +$183K
2026 Q2
0 quarters
EXEL icon
308
Exelixis
EXEL
$15.6B
$205K 0.03%
+3,759
New +$183K
2026 Q2
0 quarters
HURN icon
309
Huron Consulting
HURN
$2.79B
$201K 0.03%
2,234
– –
2023 Q4
10 quarters
UI icon
310
Ubiquiti
UI
$37.4B
$201K 0.03%
376
-39
-9% -$29.4K
2025 Q3
3 quarters
VRSN icon
311
VeriSign
VRSN
$27.5B
$200K 0.03%
+796
New +$221K
2026 Q2
0 quarters
GPC icon
312
Genuine Parts
GPC
$18.4B
$200K 0.03%
+1,697
New +$177K
2026 Q2
0 quarters
VALE icon
313
Vale
VALE
$55.4B
$193K 0.03%
12,800
-697
-5% -$11.4K
2025 Q4
2 quarters
BBD icon
314
Banco Bradesco
BBD
$45B
$103K 0.01%
29,704
-2,603
-8% -$9.53K
2025 Q1
5 quarters
ABEV icon
315
Ambev
ABEV
$50.3B
$69.7K 0.01%
22,183
+246
+1% +$769
2025 Q1
5 quarters
MPT icon
316
Medical Properties Trust
MPT
$1.86B
$52.9K 0.01%
+11,445
New +$56.7K
2026 Q2
0 quarters
ADT icon
317
ADT
ADT
$5.01B
– –
-14,159
Closed -$93K –
BP icon
318
BP
BP
$125B
– –
-4,722
Closed -$222K –
CRM icon
319
Salesforce
CRM
$203B
– –
-1,325
Closed -$247K –
GILD icon
320
Gilead Sciences
GILD
$195B
– –
-1,449
Closed -$202K –
INTU icon
321
Intuit
INTU
$88.2B
– –
-590
Closed -$255K –
NOW icon
322
ServiceNow
NOW
$154B
– –
-1,982
Closed -$207K –
OMC icon
323
Omnicom Group
OMC
$22.1B
– –
-3,242
Closed -$244K –
SAP icon
324
SAP
SAP
$260B
– –
-1,190
Closed -$204K –
SHOP icon
325
Shopify
SHOP
$229B
– –
-1,857
Closed -$220K –
10 11 12
13
14

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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.