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RA

Riversedge Advisors Portfolio holdings

AUM $813M
1-Year Est. Return 18.09%
This Fund
S&P 500
This Quarter Est. Return
+9.18%
1 Year Est. Return
+18.09%
3 Year Est. Return
+71.28%
5 Year Est. Return
+57.74%
10 Year Est. Return
–
AUM
$511M
AUM Growth
+$62.9M
Cap. Flow
+$24.7M
Cap. Flow %
4.83%
Top 10 Hldgs %
62.93%
Holding
136
New
18
Increased
57
Reduced
46
Closed
10
Avg Time Held
8.4 quarters
Top 10 Avg Time Held
8.6 quarters
Top 20 Avg Time Held
13 quarters

Top Buys

Rank Stock Value
1
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$27.9M
2
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$6.27M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.09M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.96M
5
VTV icon
Vanguard Morningstar Value ETF
VTV
+$2.71M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$12.9M
2
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$4.78M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.24M
4
SFLO icon
VictoryShares Small Cap Free Cash Flow ETF
SFLO
+$2.71M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.24M

Sector Composition

Rank Sector Weight
1 Miscellaneous 87.9%
2 Technology 6.62%
3 Financials 1.64%
4 Consumer Discretionary 1.06%
5 Communication Services 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
PLTR icon
26
Palantir
PLTR
$502B
$2.98M 0.58%
21,870
+1,315
+6% +$154K
2024 Q2
4 quarters
IBIT icon
27
iShares Bitcoin Trust
IBIT
$66.6B
$2.8M 0.55%
45,769
-16,752
-27% -$939K
2025 Q1
1 quarter
USHY icon
28
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.4B
$2.79M 0.55%
74,352
+23,840
+47% +$874K
2022 Q3
11 quarters
SCHV icon
29
Schwab US Large-Cap Value ETF
SCHV
$15.4B
$2.25M 0.44%
81,306
+2,769
+4% +$72.8K
2022 Q2
12 quarters
IVV icon
30
iShares Core S&P 500 ETF
IVV
$897B
$2.16M 0.42%
3,485
+291
+9% +$167K
2022 Q3
11 quarters
AMZN icon
31
Amazon
AMZN
$2.8T
$2.09M 0.41%
9,529
+2,745
+40% +$543K
2023 Q1
9 quarters
VBR icon
32
Vanguard Morningstar Small-Cap Value ETF
VBR
$35.7B
$1.99M 0.39%
10,196
-2,508
-20% -$464K
2021 Q3
15 quarters
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$4.31T
$1.76M 0.35%
10,012
+1,120
+13% +$183K
2021 Q2
16 quarters
MUB icon
34
iShares National Muni Bond ETF
MUB
$48.6B
$1.72M 0.34%
16,488
-1,527
-8% -$159K
2021 Q4
14 quarters
META icon
35
Meta Platforms (Facebook)
META
$1.89T
$1.47M 0.29%
1,997
+337
+20% +$208K
2023 Q3
7 quarters
IVW icon
36
iShares S&P 500 Growth ETF
IVW
$79.8B
$1.45M 0.28%
13,174
+420
+3% +$41.6K
2022 Q2
12 quarters
VGT icon
37
Vanguard Information Technology ETF
VGT
$156B
$1.37M 0.27%
16,544
-360
-2% -$26.2K
2022 Q3
11 quarters
HYD icon
38
VanEck High Yield Muni ETF
HYD
$3.99B
$1.34M 0.26%
26,657
-8,281
-24% -$413K
2021 Q4
14 quarters
GOOG icon
39
Alphabet (Google) Class C
GOOG
$4.27T
$1.23M 0.24%
6,924
+1,053
+18% +$174K
2021 Q2
16 quarters
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.12M 0.22%
2,310
-47
-2% -$23.9K
2022 Q4
10 quarters
AVGO icon
41
Broadcom
AVGO
$1.69T
$1.11M 0.22%
4,029
+867
+27% +$188K
2023 Q4
6 quarters
HYMB icon
42
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.66B
$1.05M 0.21%
42,366
-56,664
-57% -$1.4M
2019 Q2
24 quarters
IWO icon
43
iShares Russell 2000 Growth ETF
IWO
$14B
$1.03M 0.2%
3,617
+108
+3% +$28.4K
2022 Q2
12 quarters
MCO icon
44
Moody's
MCO
$81.5B
$1.01M 0.2%
2,016
+37
+2% +$17.1K
2020 Q2
20 quarters
COST icon
45
Costco
COST
$425B
$1M 0.2%
1,015
+9
+0.9% +$8.95K
2023 Q1
9 quarters
TSM icon
46
TSMC
TSM
$2.3T
$964K 0.19%
4,257
+1,149
+37% +$213K
2023 Q4
6 quarters
JPM icon
47
JPMorgan Chase
JPM
$889B
$913K 0.18%
3,150
+239
+8% +$61K
2023 Q2
8 quarters
XLF icon
48
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
$911K 0.18%
17,398
– –
2022 Q4
10 quarters
LGLV icon
49
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.14B
$862K 0.17%
4,936
-1,073
-18% -$184K
2020 Q1
21 quarters
TSLA icon
50
Tesla
TSLA
$1.49T
$827K 0.16%
2,602
+1,450
+126% +$437K
2024 Q3
3 quarters
1
2
3 4 5

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REA
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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
FA
Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
WAM
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SC
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Riversedge Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Riversedge Advisors held 136 positions worth $511M, up 14% from $448M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Riversedge Advisors deployed $24.7M of net new capital in Q2 2025, opening 18 new positions and adding to 57 existing holdings. Its largest new stake was Vanguard S&P Small-Cap 600 Growth ETF: 4,877 shares worth $558K.

By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, down from 88% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Schwab US Large- Cap ETF, an estimated $12.9M trimmed.

  • Riversedge Advisors's largest Q2 2025 buy was Vanguard S&P Small-Cap 600 Growth ETF: 4,877 shares worth $558K.
  • Riversedge Advisors added most to Vanguard Morningstar Large-Cap ETF in Q2 2025, an estimated $27.9M increase.
  • Riversedge Advisors's biggest Q2 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $12.9M.
  • Riversedge Advisors fully exited iShares MSCI Emerging Markets ex China ETF in Q2 2025, selling an estimated $4.78M.
  • Riversedge Advisors's ten largest holdings make up 63% of its $511M portfolio in Q2 2025.
  • Riversedge Advisors opened 18 new positions and closed 10 in Q2 2025.
  • Riversedge Advisors's portfolio value rose 14% quarter-over-quarter to $511M.

Based on Riversedge Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.