We are live on !
Find out more
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
Cap. Flow %
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 | |
|---|---|---|---|---|---|---|---|
26
VanEck Inflation Allocation ETF
RAAX
$1.38B
| $6.68M | 0.82% |
167,730
+9,498
| +6% | +$385K |
2026 Q1
2 quarters
|
|
27
Vanguard Total International Bond ETF
BNDX
$85.2B
| $6.47M | 0.8% |
138,139
-100
| -0.1% | -$4.76K |
2025 Q1
6 quarters
|
|
|
28
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.97B
| $6.06M | 0.75% |
+144,641
| New | +$6.43M |
2026 Q3
0 quarters
|
|
29
Vanguard Russell 2000 Growth ETF
VTWG
$1.42B
| $5.51M | 0.68% |
21,164
-619
| -3% | -$171K |
2020 Q1
26 quarters
|
|
30
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.4B
| $5.47M | 0.67% |
105,776
-268
| -0.3% | -$13.9K |
2020 Q1
26 quarters
|
|
31
Grayscale Bitcoin Mini Trust ETF
BTC
$3.9B
| $5.21M | 0.64% |
140,932
-718
| -0.5% | -$22.6K |
2025 Q1
6 quarters
|
|
32
Amazon
AMZN
$2.93T
| $5.17M | 0.64% |
20,736
+1,191
| +6% | +$303K |
2023 Q1
14 quarters
|
|
33
Alphabet (Google) Class A
GOOGL
$3.53T
| $4.7M | 0.58% |
13,648
+39
| +0.3% | +$13.5K |
2021 Q2
21 quarters
|
|
34
Palantir
PLTR
$407B
| $4.36M | 0.54% |
23,310
+1,009
| +5% | +$161K |
2024 Q2
9 quarters
|
|
35
Alphabet (Google) Class C
GOOG
$3.5T
| $3.79M | 0.47% |
11,112
+195
| +2% | +$67.2K |
2021 Q2
21 quarters
|
|
36
Vanguard Morningstar Small-Cap Growth ETF
VBK
$22.4B
| $3.54M | 0.44% |
10,476
-109
| -1% | -$38.1K |
2021 Q3
20 quarters
|
|
37
JPMorgan International Bond Opportunities ETF
JPIB
$2.31B
| $3.23M | 0.4% |
69,145
+7,899
| +13% | +$377K |
2026 Q1
2 quarters
|
|
38
Micron Technology
MU
$820B
| $2.83M | 0.35% |
2,657
+258
| +11% | +$245K |
2025 Q3
4 quarters
|
|
39
VanEck Onchain Economy ETF
NODE
$54.3M
| $2.71M | 0.33% |
+69,421
| New | +$2.74M |
2026 Q3
0 quarters
|
|
40
Schwab US Large-Cap Value ETF
SCHV
$15.7B
| $2.68M | 0.33% |
80,473
+365
| +0.5% | +$12.6K |
2022 Q2
17 quarters
|
|
41
Meta Platforms (Facebook)
META
$1.64T
| $2.53M | 0.31% |
3,483
+645
| +23% | +$403K |
2023 Q3
12 quarters
|
|
42
Broadcom
AVGO
$1.58T
| $2.4M | 0.3% |
6,829
-18
| -0.3% | -$6.78K |
2023 Q4
11 quarters
|
|
43
iShares Core S&P 500 ETF
IVV
$870B
| $2.22M | 0.27% |
2,904
-7
| -0.2% | -$5.34K |
2022 Q3
16 quarters
|
|
44
Tesla
TSLA
$1.5T
| $2.05M | 0.25% |
5,776
+440
| +8% | +$157K |
2024 Q3
8 quarters
|
|
45
Vanguard Information Technology ETF
VGT
$137B
| $2M | 0.25% |
15,881
-122
| -0.8% | -$14.5K |
2022 Q3
16 quarters
|
|
46
TSMC
TSM
$2.06T
| $1.98M | 0.24% |
4,335
-276
| -6% | -$117K |
2023 Q4
11 quarters
|
|
47
Berkshire Hathaway Class B
BRK.B
$1.24T
| $1.96M | 0.24% |
3,933
+464
| +13% | +$234K |
2022 Q4
15 quarters
|
|
48
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.3B
| $1.86M | 0.23% |
52,086
+3,771
| +8% | +$138K |
2022 Q3
16 quarters
|
|
49
SpaceX
SPCX
$1.94T
| $1.77M | 0.22% |
+11,712
| New | +$1.62M |
2026 Q3
0 quarters
|
|
50
Johnson & Johnson
JNJ
$676B
| $1.72M | 0.21% |
6,481
+250
| +4% | +$66K |
2020 Q2
25 quarters
|
|
Similar funds
TLP
BPIM
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.