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RA

Riversedge Advisors Portfolio holdings

AUM $759M
1-Year Est. Return 24.25%
This Fund
S&P 500
This Quarter Est. Return
+13.43%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
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

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
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
AAPL icon
26
PUT
Apple
AAPL
$4.91T
$6.19M 0.82%
+21,400
New +$6.12M
SPEM icon
27
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$5.49M 0.72%
106,044
-202
-0.2% -$10.3K
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$4.27T
$4.86M 0.64%
13,609
+551
+4% +$198K
MSFT icon
29
Microsoft
MSFT
$3.67T
$4.74M 0.62%
12,697
+2,910
+30% +$1.18M
AMZN icon
30
Amazon
AMZN
$2.74T
$4.66M 0.61%
19,545
+2,838
+17% +$712K
VBK icon
31
Vanguard Morningstar Small-Cap Growth ETF
VBK
$22.9B
$3.87M 0.51%
10,585
-112
-1% -$38.1K
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.21T
$3.86M 0.51%
10,917
+1,641
+18% +$586K
BTC
33
Grayscale Bitcoin Mini Trust ETF
BTC
$4.3B
$3.68M 0.48%
141,650
-228,399
-62% -$7.25M
JPIB icon
34
JPMorgan International Bond Opportunities ETF
JPIB
$2.22B
$2.96M 0.39%
61,246
+1,097
+2% +$52.8K
SCHV
35
Schwab US Large-Cap Value ETF
SCHV
$15.4B
$2.79M 0.37%
80,108
+523
+0.7% +$17.2K
MU icon
36
Micron Technology
MU
$1.15T
$2.77M 0.36%
2,399
+96
+4% +$72K
PLTR icon
37
Palantir
PLTR
$427B
$2.6M 0.34%
22,301
-221
-1% -$30.1K
AVGO icon
38
Broadcom
AVGO
$1.71T
$2.59M 0.34%
6,847
+581
+9% +$233K
TSLA icon
39
Tesla
TSLA
$1.44T
$2.24M 0.3%
5,336
+476
+10% +$189K
TSM icon
40
TSMC
TSM
$2.25T
$2.2M 0.29%
4,611
-251
-5% -$102K
IVV icon
41
iShares Core S&P 500 ETF
IVV
$843B
$2.18M 0.29%
2,911
-380
-12% -$277K
VGT icon
42
Vanguard Information Technology ETF
VGT
$150B
$1.91M 0.25%
16,003
-5
-0% -$547
VBR icon
43
Vanguard Morningstar Small-Cap Value ETF
VBR
$36.1B
$1.9M 0.25%
7,836
-865
-10% -$201K
USHY icon
44
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.3B
$1.79M 0.24%
48,315
-863
-2% -$31.9K
BRK.B icon
45
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.74M 0.23%
3,469
+707
+26% +$340K
IVW icon
46
iShares S&P 500 Growth ETF
IVW
$77.1B
$1.63M 0.22%
11,871
-956
-7% -$126K
JPM icon
47
JPMorgan Chase
JPM
$929B
$1.61M 0.21%
4,921
+1,584
+47% +$492K
META icon
48
Meta Platforms (Facebook)
META
$1.7T
$1.6M 0.21%
2,838
+507
+22% +$310K
JNJ icon
49
Johnson & Johnson
JNJ
$651B
$1.58M 0.21%
6,231
+225
+4% +$52.4K
MUB icon
50
iShares National Muni Bond ETF
MUB
$44.5B
$1.43M 0.19%
13,253
+64
+0.5% +$6.84K
1
2
3 4 5

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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.