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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
-0.62%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$618M
AUM Growth
+$2.7M
Cap. Flow
+$14.6M
Cap. Flow %
2.36%
Top 10 Hldgs %
57.93%
Holding
251
New
37
Increased
100
Reduced
68
Closed
35

Top Buys

Rank Stock Value
1
VTV icon
Vanguard Value ETF
VTV
+$63.9M
2
JBND icon
JPMorgan Active Bond ETF
JBND
+$12M
3
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$6.87M
4
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$6.66M
5
RAAX icon
VanEck Inflation Allocation ETF
RAAX
+$6.29M

Top Sells

Rank Stock Value
1
VV icon
Vanguard Large-Cap ETF
VV
+$36.4M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$21.5M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.44M
4
BND icon
Vanguard Total Bond Market
BND
+$8.55M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.28M

Sector Composition

Rank Sector Weight
1 Technology 7.81%
2 Financials 2.1%
3 Consumer Discretionary 1.74%
4 Healthcare 1.67%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPEM icon
26
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.7B
$4.98M 0.81%
106,246
-1,345
-1% -$65.5K
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.12T
$3.76M 0.61%
13,058
+100
+0.8% +$31.4K
MSFT icon
28
Microsoft
MSFT
$2.9T
$3.62M 0.59%
9,787
-1,159
-11% -$485K
AMZN icon
29
Amazon
AMZN
$2.44T
$3.48M 0.56%
16,707
+3,665
+28% +$807K
PLTR icon
30
Palantir
PLTR
$295B
$3.29M 0.53%
22,522
+111
+0.5% +$17K
VBK icon
31
Vanguard Small-Cap Growth ETF
VBK
$22.7B
$3.23M 0.52%
10,697
-482
-4% -$151K
JPIB icon
32
JPMorgan International Bond Opportunities ETF
JPIB
$2.09B
$2.88M 0.47%
+60,149
New +$2.93M
GOOG icon
33
Alphabet (Google) Class C
GOOG
$4.11T
$2.66M 0.43%
9,276
-57
-0.6% -$17.9K
SCHV
34
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$2.43M 0.39%
79,585
+346
+0.4% +$10.8K
IVV icon
35
iShares Core S&P 500 ETF
IVV
$858B
$2.15M 0.35%
3,291
-156
-5% -$107K
AVGO icon
36
Broadcom
AVGO
$1.76T
$1.94M 0.31%
6,266
+607
+11% +$200K
VBR icon
37
Vanguard Small-Cap Value ETF
VBR
$37.2B
$1.89M 0.31%
8,701
-292
-3% -$65.3K
USHY icon
38
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$1.81M 0.29%
49,178
-24,870
-34% -$927K
TSLA icon
39
Tesla
TSLA
$1.18T
$1.81M 0.29%
4,860
+1,234
+34% +$508K
TSM icon
40
TSMC
TSM
$1.94T
$1.64M 0.27%
4,862
+219
+5% +$75.4K
IBIT icon
41
iShares Bitcoin Trust
IBIT
$47.2B
$1.63M 0.26%
42,356
-595
-1% -$25.8K
JNJ icon
42
Johnson & Johnson
JNJ
$640B
$1.47M 0.24%
6,006
+61
+1% +$14.2K
IVW icon
43
iShares S&P 500 Growth ETF
IVW
$70.5B
$1.45M 0.23%
12,827
-238
-2% -$28.6K
MUB icon
44
iShares National Muni Bond ETF
MUB
$45.2B
$1.4M 0.23%
13,189
-1,713
-11% -$184K
VGT icon
45
Vanguard Information Technology ETF
VGT
$133B
$1.4M 0.23%
16,008
– –
COST icon
46
Costco
COST
$432B
$1.35M 0.22%
1,358
+451
+50% +$440K
META icon
47
Meta Platforms (Facebook)
META
$1.49T
$1.33M 0.22%
2,331
+100
+4% +$64.1K
BRK.B icon
48
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.32M 0.21%
2,762
-349
-11% -$171K
FTMH
49
Franklin Municipal High Yield ETF
FTMH
$586M
$1.32M 0.21%
+114,093
New +$1.33M
IWO icon
50
iShares Russell 2000 Growth ETF
IWO
$14.1B
$1.12M 0.18%
3,557
– –
1
2
3 4 5

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CFS
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IAS
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TVAMP
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RFM
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Riversedge Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Riversedge Advisors held 251 positions worth $618M, up 0.44% from $615M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Riversedge Advisors's Q1 2026 filing shows 37 new, 100 increased, 68 reduced and 35 closed positions. Its largest new stake was JPMorgan Active Bond ETF: 221,434 shares worth $11.9M. The largest sale was Vanguard Large-Cap ETF, an estimated $36.4M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, down from 8.8% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Riversedge Advisors's largest Q1 2026 buy was JPMorgan Active Bond ETF: 221,434 shares worth $11.9M.
  • Riversedge Advisors added most to Vanguard Value ETF in Q1 2026, an estimated $63.9M increase.
  • Riversedge Advisors's biggest Q1 2026 reduction was Vanguard Large-Cap ETF, cutting an estimated $36.4M.
  • Riversedge Advisors fully exited Grayscale CoinDesk Crypto 5 ETF in Q1 2026, selling an estimated $4.64M.
  • Riversedge Advisors's ten largest holdings make up 58% of its $618M portfolio in Q1 2026.
  • Riversedge Advisors opened 37 new positions and closed 35 in Q1 2026.
  • Riversedge Advisors's portfolio value rose 0.44% quarter-over-quarter to $618M.

Based on Riversedge Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.