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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
+8.04%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$597M
AUM Growth
+$85.4M
Cap. Flow
+$46.2M
Cap. Flow %
7.74%
Top 10 Hldgs %
59.2%
Holding
200
New
74
Increased
93
Reduced
27
Closed
2

Top Buys

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$6.97M
2
VV icon
Vanguard Large-Cap ETF
VV
+$4.08M
3
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3M
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.34M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.33M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.13M
2
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.18M
3
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$577K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$513K

Sector Composition

Rank Sector Weight
1 Technology 8.35%
2 Financials 2.34%
3 Consumer Discretionary 1.72%
4 Communication Services 1.47%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VBK icon
26
Vanguard Small-Cap Growth ETF
VBK
$22.7B
$3.51M 0.59%
11,782
-537
-4% -$155K
IBIT icon
27
iShares Bitcoin Trust
IBIT
$47.2B
$3.44M 0.58%
52,947
+7,178
+16% +$467K
USHY icon
28
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$2.96M 0.5%
78,475
+4,123
+6% +$155K
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.12T
$2.88M 0.48%
11,846
+1,834
+18% +$384K
AMZN icon
30
Amazon
AMZN
$2.44T
$2.69M 0.45%
12,230
+2,701
+28% +$611K
IVV icon
31
iShares Core S&P 500 ETF
IVV
$858B
$2.31M 0.39%
3,451
-34
-1% -$21.9K
SCHV
32
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$2.3M 0.38%
78,854
-2,452
-3% -$69.7K
GOOG icon
33
Alphabet (Google) Class C
GOOG
$4.11T
$2.13M 0.36%
8,741
+1,817
+26% +$382K
VBR icon
34
Vanguard Small-Cap Value ETF
VBR
$37.2B
$2.03M 0.34%
9,721
-475
-5% -$97.1K
META icon
35
Meta Platforms (Facebook)
META
$1.49T
$1.93M 0.32%
2,631
+634
+32% +$472K
AVGO icon
36
Broadcom
AVGO
$1.76T
$1.78M 0.3%
5,382
+1,353
+34% +$415K
MUB icon
37
iShares National Muni Bond ETF
MUB
$45.2B
$1.7M 0.28%
15,932
-556
-3% -$58.2K
IVW icon
38
iShares S&P 500 Growth ETF
IVW
$70.5B
$1.59M 0.27%
13,143
-31
-0.2% -$3.56K
TSLA icon
39
Tesla
TSLA
$1.18T
$1.56M 0.26%
3,499
+897
+34% +$311K
VGT icon
40
Vanguard Information Technology ETF
VGT
$133B
$1.51M 0.25%
16,232
-312
-2% -$27.3K
BRK.B icon
41
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.42M 0.24%
2,826
+516
+22% +$250K
ETH
42
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
$1.42M 0.24%
+36,250
New +$1.34M
HYD icon
43
VanEck High Yield Muni ETF
HYD
$4.44B
$1.34M 0.22%
26,313
-344
-1% -$17.1K
JPM icon
44
JPMorgan Chase
JPM
$916B
$1.3M 0.22%
4,120
+970
+31% +$288K
TSM icon
45
TSMC
TSM
$1.94T
$1.27M 0.21%
4,546
+289
+7% +$70.7K
VOO icon
46
Vanguard S&P 500 ETF
VOO
$956B
$1.17M 0.2%
1,910
+1,031
+117% +$608K
IWO icon
47
iShares Russell 2000 Growth ETF
IWO
$14.1B
$1.14M 0.19%
3,555
-62
-2% -$18.7K
VTI icon
48
Vanguard Total Stock Market ETF
VTI
$646B
$1.08M 0.18%
3,298
+854
+35% +$270K
ABBV icon
49
AbbVie
ABBV
$465B
$1.05M 0.18%
4,529
+756
+20% +$154K
COST icon
50
Costco
COST
$432B
$983K 0.16%
1,062
+47
+5% +$45K
1
2
3 4 5

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SIG
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OM
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CFS
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IAS
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TVAMP
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RFM
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BCM
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MWA
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Riversedge Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Riversedge Advisors held 200 positions worth $597M, up 17% from $511M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Riversedge Advisors deployed $46.2M of net new capital in Q3 2025, opening 74 new positions and adding to 93 existing holdings. Its largest new stake was Grayscale Ethereum Staking Mini ETF Shares: 36,250 shares worth $1.42M.

By sector, the portfolio is most concentrated in Technology at 8.4% of assets, up from 6.6% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Schwab US Large- Cap ETF, an estimated $3.13M trimmed.

  • Riversedge Advisors's largest Q3 2025 buy was Grayscale Ethereum Staking Mini ETF Shares: 36,250 shares worth $1.42M.
  • Riversedge Advisors added most to Grayscale Bitcoin Mini Trust ETF in Q3 2025, an estimated $6.97M increase.
  • Riversedge Advisors's biggest Q3 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $3.13M.
  • Riversedge Advisors fully exited Schwab US Large-Cap Growth ETF in Q3 2025, selling an estimated $222K.
  • Riversedge Advisors's ten largest holdings make up 59% of its $597M portfolio in Q3 2025.
  • Riversedge Advisors opened 74 new positions and closed 2 in Q3 2025.
  • Riversedge Advisors's portfolio value rose 17% quarter-over-quarter to $597M.

Based on Riversedge Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.