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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
+2.02%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$615M
AUM Growth
+$18.3M
Cap. Flow
+$9.68M
Cap. Flow %
1.57%
Top 10 Hldgs %
61.23%
Holding
238
New
40
Increased
107
Reduced
60
Closed
24

Top Buys

Rank Stock Value
1
VV icon
Vanguard Large-Cap ETF
VV
+$10.1M
2
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC
+$5.38M
3
BND icon
Vanguard Total Bond Market
BND
+$4.99M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.45M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.08M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$11.9M
2
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.39M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.23M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.42M

Sector Composition

Rank Sector Weight
1 Technology 8.83%
2 Financials 2.48%
3 Consumer Discretionary 1.79%
4 Communication Services 1.59%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VBK icon
26
Vanguard Small-Cap Growth ETF
VBK
$22.7B
$3.38M 0.55%
11,179
-603
-5% -$182K
AMZN icon
27
Amazon
AMZN
$2.44T
$3.01M 0.49%
13,042
+812
+7% +$186K
GOOG icon
28
Alphabet (Google) Class C
GOOG
$4.11T
$2.93M 0.48%
9,333
+592
+7% +$170K
USHY icon
29
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$2.77M 0.45%
74,048
-4,427
-6% -$166K
IVV icon
30
iShares Core S&P 500 ETF
IVV
$858B
$2.36M 0.38%
3,447
-4
-0.1% -$2.72K
SCHV
31
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$2.35M 0.38%
79,239
+385
+0.5% +$11.3K
IBIT icon
32
iShares Bitcoin Trust
IBIT
$47.2B
$2.13M 0.35%
42,951
-9,996
-19% -$568K
AVGO icon
33
Broadcom
AVGO
$1.76T
$1.96M 0.32%
5,659
+277
+5% +$99.1K
VBR icon
34
Vanguard Small-Cap Value ETF
VBR
$37.2B
$1.9M 0.31%
8,993
-728
-7% -$152K
TSLA icon
35
Tesla
TSLA
$1.18T
$1.63M 0.27%
3,626
+127
+4% +$56.3K
IVW icon
36
iShares S&P 500 Growth ETF
IVW
$70.5B
$1.61M 0.26%
13,065
-78
-0.6% -$9.55K
MUB icon
37
iShares National Muni Bond ETF
MUB
$45.2B
$1.6M 0.26%
14,902
-1,030
-6% -$110K
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.56M 0.25%
3,111
+285
+10% +$142K
VGT icon
39
Vanguard Information Technology ETF
VGT
$133B
$1.51M 0.25%
16,008
-224
-1% -$21.3K
META icon
40
Meta Platforms (Facebook)
META
$1.49T
$1.47M 0.24%
2,231
-400
-15% -$267K
TSM icon
41
TSMC
TSM
$1.94T
$1.41M 0.23%
4,643
+97
+2% +$28.5K
HYD icon
42
VanEck High Yield Muni ETF
HYD
$4.44B
$1.26M 0.2%
24,657
-1,656
-6% -$84.4K
JNJ icon
43
Johnson & Johnson
JNJ
$640B
$1.23M 0.2%
5,945
+710
+14% +$140K
JPM icon
44
JPMorgan Chase
JPM
$916B
$1.22M 0.2%
3,783
-337
-8% -$104K
IWO icon
45
iShares Russell 2000 Growth ETF
IWO
$14.1B
$1.15M 0.19%
3,557
+2
+0.1% +$650
VTI icon
46
Vanguard Total Stock Market ETF
VTI
$646B
$1.11M 0.18%
3,303
+5
+0.2% +$1.66K
ABBV icon
47
AbbVie
ABBV
$465B
$1.08M 0.18%
4,729
+200
+4% +$45.6K
MCO icon
48
Moody's
MCO
$83.7B
$1.04M 0.17%
2,041
+10
+0.5% +$4.88K
VOO icon
49
Vanguard S&P 500 ETF
VOO
$956B
$974K 0.16%
1,553
-357
-19% -$222K
XLF icon
50
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
$953K 0.15%
17,398
– –
1
2
3 4 5

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CFS
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TVAMP
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Riversedge Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Riversedge Advisors held 238 positions worth $615M, up 3.1% from $597M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Riversedge Advisors's Q4 2025 filing shows 40 new, 107 increased, 60 reduced and 24 closed positions. Its largest new stake was Grayscale CoinDesk Crypto 5 ETF: 112,313 shares worth $4.64M. The largest sale was Schwab US Large- Cap ETF, an estimated $11.9M.

By sector, the portfolio is most concentrated in Technology at 8.8% of assets, up from 8.4% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Riversedge Advisors's largest Q4 2025 buy was Grayscale CoinDesk Crypto 5 ETF: 112,313 shares worth $4.64M.
  • Riversedge Advisors added most to Vanguard Large-Cap ETF in Q4 2025, an estimated $10.1M increase.
  • Riversedge Advisors's biggest Q4 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $3.72M.
  • Riversedge Advisors fully exited Schwab US Large- Cap ETF in Q4 2025, selling an estimated $11.9M.
  • Riversedge Advisors's ten largest holdings make up 61% of its $615M portfolio in Q4 2025.
  • Riversedge Advisors opened 40 new positions and closed 24 in Q4 2025.
  • Riversedge Advisors's portfolio value rose 3.1% quarter-over-quarter to $615M.

Based on Riversedge Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.