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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
+9.18%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
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

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
PLTR icon
26
Palantir
PLTR
$447B
$2.98M 0.58%
21,870
+1,315
+6% +$154K
IBIT icon
27
iShares Bitcoin Trust
IBIT
$60.4B
$2.8M 0.55%
45,769
-16,752
-27% -$939K
USHY icon
28
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$2.79M 0.55%
74,352
+23,840
+47% +$874K
SCHV
29
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$2.25M 0.44%
81,306
+2,769
+4% +$72.8K
IVV icon
30
iShares Core S&P 500 ETF
IVV
$900B
$2.16M 0.42%
3,485
+291
+9% +$167K
AMZN icon
31
Amazon
AMZN
$2.76T
$2.09M 0.41%
9,529
+2,745
+40% +$543K
VBR icon
32
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.8B
$1.99M 0.39%
10,196
-2,508
-20% -$464K
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$4.17T
$1.76M 0.35%
10,012
+1,120
+13% +$183K
MUB icon
34
iShares National Muni Bond ETF
MUB
$45.5B
$1.72M 0.34%
16,488
-1,527
-8% -$159K
META icon
35
Meta Platforms (Facebook)
META
$1.45T
$1.47M 0.29%
1,997
+337
+20% +$208K
IVW icon
36
iShares S&P 500 Growth ETF
IVW
$77.2B
$1.45M 0.28%
13,174
+420
+3% +$41.6K
VGT icon
37
Vanguard Information Technology ETF
VGT
$150B
$1.37M 0.27%
16,544
-360
-2% -$26.2K
HYD icon
38
VanEck High Yield Muni ETF
HYD
$4.34B
$1.34M 0.26%
26,657
-8,281
-24% -$413K
GOOG icon
39
Alphabet (Google) Class C
GOOG
$4.13T
$1.23M 0.24%
6,924
+1,053
+18% +$174K
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.08T
$1.12M 0.22%
2,310
-47
-2% -$23.9K
AVGO icon
41
Broadcom
AVGO
$1.77T
$1.11M 0.22%
4,029
+867
+27% +$188K
HYMB icon
42
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.42B
$1.05M 0.21%
42,366
-56,664
-57% -$1.4M
IWO icon
43
iShares Russell 2000 Growth ETF
IWO
$15.1B
$1.03M 0.2%
3,617
+108
+3% +$28.4K
MCO icon
44
Moody's
MCO
$88.2B
$1.01M 0.2%
2,016
+37
+2% +$17.1K
COST icon
45
Costco
COST
$415B
$1M 0.2%
1,015
+9
+0.9% +$8.95K
TSM icon
46
TSMC
TSM
$2.22T
$964K 0.19%
4,257
+1,149
+37% +$213K
JPM icon
47
JPMorgan Chase
JPM
$942B
$913K 0.18%
3,150
+239
+8% +$61K
XLF icon
48
State Street Financial Select Sector SPDR ETF
XLF
$56.4B
$911K 0.18%
17,398
– –
LGLV icon
49
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.22B
$862K 0.17%
4,936
-1,073
-18% -$184K
TSLA icon
50
Tesla
TSLA
$1.4T
$827K 0.16%
2,602
+1,450
+126% +$437K
1
2
3 4 5

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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.