We are live on ! Find out more
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
Cap. Flow
+$42.2M
Cap. Flow %
5.19%
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
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$49.3M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.17M
3
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$7.03M
4
BKGI icon
BNY Mellon Global Infrastructure Income ETF
BKGI
+$6.43M
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$3.53M

Top Sells

Rank Stock Value
1
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$50.6M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.32M
3
BND icon
Vanguard Total Bond Market
BND
+$4.11M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.72M
5
SPYG icon
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
PFGC icon
351
Performance Food Group
PFGC
$14.9B
$208K 0.03%
+2,276
New +$238K
2026 Q3
0 quarters
PR icon
352
Permian Resources
PR
$20.2B
$208K 0.03%
+9,843
New +$212K
2026 Q3
0 quarters
ODFL icon
353
Old Dominion Freight Line
ODFL
$38.2B
$208K 0.03%
+1,195
New +$245K
2026 Q3
0 quarters
DUOL icon
354
Duolingo
DUOL
$6.54B
$207K 0.03%
+1,454
New +$202K
2026 Q3
0 quarters
WCC icon
355
WESCO International
WCC
$17.1B
$205K 0.03%
+571
New +$197K
2026 Q3
0 quarters
CFG icon
356
Citizens Financial Group
CFG
$26.4B
$205K 0.03%
3,208
-34
-1% -$2.39K
2026 Q2
1 quarter
AEP icon
357
American Electric Power
AEP
$68.7B
$204K 0.03%
+1,723
New +$218K
2026 Q3
0 quarters
CCL icon
358
Carnival Corporation Ltd
CCL
$34.9B
$201K 0.02%
8,195
-1,245
-13% -$31.9K
2026 Q2
1 quarter
MOS icon
359
The Mosaic Company
MOS
$6.04B
$201K 0.02%
+9,280
New +$215K
2026 Q3
0 quarters
CBSH icon
360
Commerce Bancshares
CBSH
$7.81B
$200K 0.02%
+3,654
New +$213K
2026 Q3
0 quarters
VALE icon
361
Vale
VALE
$56.2B
$172K 0.02%
12,846
+46
+0.4% +$670
2025 Q4
3 quarters
VFC icon
362
VF Corp
VFC
$6.48B
$171K 0.02%
+12,183
New +$180K
2026 Q3
0 quarters
PCG icon
363
PG&E
PCG
$39.5B
$160K 0.02%
13,041
-31,728
-71% -$509K
2025 Q3
4 quarters
CAG icon
364
Conagra Brands
CAG
$6.61B
$158K 0.02%
+11,761
New +$176K
2026 Q3
0 quarters
CNH icon
365
CNH Industrial
CNH
$19.3B
$153K 0.02%
+11,940
New +$140K
2026 Q3
0 quarters
F icon
366
Ford
F
$48.1B
$135K 0.02%
+11,220
New +$156K
2026 Q3
0 quarters
BBD icon
367
Banco Bradesco
BBD
$46.3B
$105K 0.01%
29,874
+170
+0.6% +$583
2025 Q1
6 quarters
ABEV icon
368
Ambev
ABEV
$50.1B
$62.2K 0.01%
21,309
-874
-4% -$2.61K
2025 Q1
6 quarters
AON icon
369
Aon
AON
$58.4B
– –
-1,390
Closed -$461K –
AXP icon
370
American Express
AXP
$207B
– –
-658
Closed -$222K –
BURL icon
371
Burlington
BURL
$16.5B
– –
-736
Closed -$233K –
CHD icon
372
Church & Dwight Co
CHD
$24.3B
– –
-2,362
Closed -$229K –
CI icon
373
Cigna
CI
$76.5B
– –
-957
Closed -$264K –
COO icon
374
Cooper Companies
COO
$10.4B
– –
-4,124
Closed -$296K –
CRS icon
375
Carpenter Technology
CRS
$18.8B
– –
-891
Closed -$550K –
12 13 14
15
16

Similar funds

CFO
Cambient Family Office Ada, Michigan $813M AUM
REA
Renesas Electronics America San Jose, California $813M AUM
TLP
Tri Locum Partners New York $813M AUM 101.01% 1-Year Est. Return
BPIM
Brant Point Investment Management New York $813M AUM 60.46% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
WAM
Wallington Asset Management Indianapolis, Indiana $814M AUM 50.75% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM

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.