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 | |
|---|---|---|---|---|---|---|---|
326
Sysco
SYY
$39.8B
| $230K | 0.03% |
2,945
-93
| -3% | -$7.64K |
2026 Q2
1 quarter
|
|
327
SouthState Bank Corp
SSB
$9.62B
| $229K | 0.03% |
+2,303
| New | +$241K |
2026 Q3
0 quarters
|
|
328
Emerson Electric
EMR
$89.9B
| $229K | 0.03% |
+1,475
| New | +$222K |
2026 Q3
0 quarters
|
|
329
Tenet Healthcare
THC
$21.9B
| $228K | 0.03% |
+892
| New | +$220K |
2026 Q3
0 quarters
|
|
330
Jabil
JBL
$30.8B
| $228K | 0.03% |
794
+87
| +12% | +$27.8K |
2026 Q2
1 quarter
|
|
331
Cheniere Energy
LNG
$57.8B
| $227K | 0.03% |
+845
| New | +$227K |
2026 Q3
0 quarters
|
|
332
MSCI
MSCI
$40.7B
| $225K | 0.03% |
+418
| New | +$239K |
2026 Q3
0 quarters
|
|
333
Nordson
NDSN
$18.3B
| $225K | 0.03% |
+686
| New | +$212K |
2026 Q3
0 quarters
|
|
334
Corpay
CPAY
$25.8B
| $225K | 0.03% |
+578
| New | +$226K |
2026 Q3
0 quarters
|
|
335
Invesco
IVZ
$12.3B
| $221K | 0.03% |
+7,342
| New | +$226K |
2026 Q3
0 quarters
|
|
336
Exelixis
EXEL
$15.1B
| $219K | 0.03% |
3,753
-6
| -0.2% | -$335 |
2026 Q2
1 quarter
|
|
337
eBay
EBAY
$52B
| $218K | 0.03% |
2,060
-25
| -1% | -$2.72K |
2026 Q2
1 quarter
|
|
338
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.9B
| $215K | 0.03% |
2,918
| – | – |
2026 Q2
1 quarter
|
|
339
3M
MMM
$84.8B
| $214K | 0.03% |
+1,304
| New | +$222K |
2026 Q3
0 quarters
|
|
340
Western Alliance Bancorporation
WAL
$7.88B
| $212K | 0.03% |
2,828
-1,064
| -27% | -$85.4K |
2026 Q2
1 quarter
|
|
341
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.45B
| $212K | 0.03% |
1,139
| – | – |
2025 Q4
3 quarters
|
|
342
Colgate-Palmolive
CL
$74B
| $212K | 0.03% |
2,485
-149
| -6% | -$13.5K |
2026 Q2
1 quarter
|
|
343
Host Hotels & Resorts
HST
$15.7B
| $212K | 0.03% |
9,468
+271
| +3% | +$6.26K |
2026 Q2
1 quarter
|
|
344
Takeda Pharmaceutical
TAK
$60.7B
| $212K | 0.03% |
+11,652
| New | +$206K |
2026 Q3
0 quarters
|
|
345
Canadian Natural Resources
CNQ
$107B
| $211K | 0.03% |
+4,488
| New | +$211K |
2026 Q3
0 quarters
|
|
346
Deckers Outdoor
DECK
$11.3B
| $211K | 0.03% |
+2,701
| New | +$249K |
2026 Q3
0 quarters
|
|
347
Ubiquiti
UI
$36.7B
| $211K | 0.03% |
371
-5
| -1% | -$2.8K |
2025 Q3
4 quarters
|
|
348
Pinnacle Financial Partners Inc
PNFP
$14B
| $209K | 0.03% |
2,236
-592
| -21% | -$59.7K |
2025 Q3
4 quarters
|
|
349
British American Tobacco
BTI
$122B
| $209K | 0.03% |
3,845
-337
| -8% | -$19.6K |
2025 Q4
3 quarters
|
|
350
Canadian Imperial Bank of Commerce
CM
$100B
| $209K | 0.03% |
1,898
+51
| +3% | +$5.95K |
2026 Q2
1 quarter
|
|
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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.