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
CVS icon
376
CVS Health
CVS
$115B
– –
-2,120
Closed -$219K –
DKNG icon
377
DraftKings
DKNG
$9.24B
– –
-13,503
Closed -$341K –
EFX icon
378
Equifax
EFX
$17.4B
– –
-1,409
Closed -$224K –
EIX icon
379
Edison International
EIX
$21.2B
– –
-8,431
Closed -$628K –
ENB icon
380
Enbridge
ENB
$106B
– –
-4,632
Closed -$251K –
EVR icon
381
Evercore
EVR
$9.71B
– –
-1,082
Closed -$370K –
FLEX icon
382
Flex
FLEX
$36.9B
– –
-1,496
Closed -$242K –
FRT icon
383
Federal Realty Investment Trust
FRT
$9.11B
– –
-1,756
Closed -$217K –
GSK icon
384
GSK
GSK
$95.9B
– –
-4,465
Closed -$234K –
HLT icon
385
Hilton Worldwide
HLT
$73.7B
– –
-949
Closed -$314K –
HURN icon
386
Huron Consulting
HURN
$2.81B
– –
-2,234
Closed -$201K –
MAA icon
387
Mid-America Apartment Communities
MAA
$13.4B
– –
-2,754
Closed -$383K –
MPT icon
388
Medical Properties Trust
MPT
$1.8B
– –
-11,445
Closed -$52.9K –
NBIX icon
389
Neurocrine Biosciences
NBIX
$13.8B
– –
-1,726
Closed -$291K –
OTIS icon
390
Otis Worldwide
OTIS
$26.3B
– –
-3,801
Closed -$272K –
PB icon
391
Prosperity Bancshares
PB
$7.97B
– –
-2,916
Closed -$213K –
PEP icon
392
PepsiCo
PEP
$176B
– –
-1,905
Closed -$258K –
RBC icon
393
RBC Bearings
RBC
$16B
– –
-409
Closed -$263K –
TAP icon
394
Molson Coors Class B
TAP
$7.17B
– –
-6,381
Closed -$249K –
TMUS icon
395
T-Mobile US
TMUS
$168B
– –
-2,260
Closed -$379K –
TPL icon
396
Texas Pacific Land
TPL
$24.5B
– –
-1,111
Closed -$486K –
UMC icon
397
United Microelectronic
UMC
$53.8B
– –
-7,861
Closed -$214K –
UPS icon
398
United Parcel Service
UPS
$80.8B
– –
-2,590
Closed -$278K –
XYL icon
399
Xylem
XYL
$23.9B
– –
-1,839
Closed -$217K –
HONA
400
Honeywell Aerospace
HONA
$49.4B
– –
-999
Closed -$221K –
12 13 14 15
16

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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.