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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
+13.43%
1 Year Est. Return
+18.09%
3 Year Est. Return
+71.28%
5 Year Est. Return
+57.74%
10 Year Est. Return
–
AUM
$759M
AUM Growth
+$141M
Cap. Flow
+$67.3M
Cap. Flow %
8.87%
Top 10 Hldgs %
55.45%
Holding
328
New
112
Increased
144
Reduced
54
Closed
12
Avg Time Held Equity + Options
5 quarters
Top 10 Avg Time Held Equity + Options
10.2 quarters
Top 20 Avg Time Held Equity + Options
13.8 quarters
Avg Time Held Equity only
5.1 quarters
Top 10 Avg Time Held Equity only
10.2 quarters
Top 20 Avg Time Held Equity only
13.8 quarters

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$17.5M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.15M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$4.49M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$2.94M
5
NVDA icon
NVIDIA
NVDA
+$1.19M

Top Sells

Rank Stock Value
1
BTC icon
Grayscale Bitcoin Mini Trust ETF
BTC
+$7.25M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$801K
3
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$421K
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$343K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$292K

Sector Composition

Rank Sector Weight
1 Miscellaneous 74.73%
2 Technology 11.46%
3 Financials 3.17%
4 Consumer Discretionary 2.14%
5 Healthcare 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
AAPL icon
26
PUT
Apple
AAPL
$4.98T
$6.19M 0.82%
+21,400
New +$6.12M
2026 Q2
0 quarters
SPEM icon
27
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$5.49M 0.72%
106,044
-202
-0.2% -$10.3K
2020 Q1
25 quarters
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$4.33T
$4.86M 0.64%
13,609
+551
+4% +$198K
2021 Q2
20 quarters
MSFT icon
29
Microsoft
MSFT
$4.04T
$4.74M 0.62%
12,697
+2,910
+30% +$1.18M
2020 Q2
24 quarters
AMZN icon
30
Amazon
AMZN
$2.79T
$4.66M 0.61%
19,545
+2,838
+17% +$712K
2023 Q1
13 quarters
VBK icon
31
Vanguard Morningstar Small-Cap Growth ETF
VBK
$22.9B
$3.87M 0.51%
10,585
-112
-1% -$38.1K
2021 Q3
19 quarters
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.27T
$3.86M 0.51%
10,917
+1,641
+18% +$586K
2021 Q2
20 quarters
BTC icon
33
Grayscale Bitcoin Mini Trust ETF
BTC
$4.41B
$3.68M 0.48%
141,650
-228,399
-62% -$7.25M
2025 Q1
5 quarters
JPIB icon
34
JPMorgan International Bond Opportunities ETF
JPIB
$2.26B
$2.96M 0.39%
61,246
+1,097
+2% +$52.8K
2026 Q1
1 quarter
SCHV icon
35
Schwab US Large-Cap Value ETF
SCHV
$15.4B
$2.79M 0.37%
80,108
+523
+0.7% +$17.2K
2022 Q2
16 quarters
MU icon
36
Micron Technology
MU
$1.08T
$2.77M 0.36%
2,399
+96
+4% +$72K
2025 Q3
3 quarters
PLTR icon
37
Palantir
PLTR
$501B
$2.6M 0.34%
22,301
-221
-1% -$30.1K
2024 Q2
8 quarters
AVGO icon
38
Broadcom
AVGO
$1.71T
$2.59M 0.34%
6,847
+581
+9% +$233K
2023 Q4
10 quarters
TSLA icon
39
Tesla
TSLA
$1.48T
$2.24M 0.3%
5,336
+476
+10% +$189K
2024 Q3
7 quarters
TSM icon
40
TSMC
TSM
$2.31T
$2.2M 0.29%
4,611
-251
-5% -$102K
2023 Q4
10 quarters
IVV icon
41
iShares Core S&P 500 ETF
IVV
$897B
$2.18M 0.29%
2,911
-380
-12% -$277K
2022 Q3
15 quarters
VGT icon
42
Vanguard Information Technology ETF
VGT
$156B
$1.91M 0.25%
16,003
-5
-0% -$547
2022 Q3
15 quarters
VBR icon
43
Vanguard Morningstar Small-Cap Value ETF
VBR
$35.8B
$1.9M 0.25%
7,836
-865
-10% -$201K
2021 Q3
19 quarters
USHY icon
44
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.4B
$1.79M 0.24%
48,315
-863
-2% -$31.9K
2022 Q3
15 quarters
BRK.B icon
45
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.74M 0.23%
3,469
+707
+26% +$340K
2022 Q4
14 quarters
IVW icon
46
iShares S&P 500 Growth ETF
IVW
$79.8B
$1.63M 0.22%
11,871
-956
-7% -$126K
2022 Q2
16 quarters
JPM icon
47
JPMorgan Chase
JPM
$880B
$1.61M 0.21%
4,921
+1,584
+47% +$492K
2023 Q2
12 quarters
META icon
48
Meta Platforms (Facebook)
META
$1.94T
$1.6M 0.21%
2,838
+507
+22% +$310K
2023 Q3
11 quarters
JNJ icon
49
Johnson & Johnson
JNJ
$599B
$1.58M 0.21%
6,231
+225
+4% +$52.4K
2020 Q2
24 quarters
MUB icon
50
iShares National Muni Bond ETF
MUB
$48.9B
$1.43M 0.19%
13,253
+64
+0.5% +$6.84K
2021 Q4
18 quarters
1
2
3 4 5

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WAM
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Riversedge Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Riversedge Advisors held 328 positions worth $759M, up 23% from $618M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Riversedge Advisors deployed $67.3M of net new capital in Q2 2026, opening 112 new positions and adding to 144 existing holdings. Its largest new stake was Waste Connections: 3,337 shares worth $556K.

By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, down from 82% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $7.25M trimmed.

  • Riversedge Advisors's largest Q2 2026 buy was Waste Connections: 3,337 shares worth $556K.
  • Riversedge Advisors added most to Apple in Q2 2026, an estimated $17.5M increase.
  • Riversedge Advisors's biggest Q2 2026 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $7.25M.
  • Riversedge Advisors fully exited Intuit in Q2 2026, selling an estimated $255K.
  • Riversedge Advisors's ten largest holdings make up 55% of its $759M portfolio in Q2 2026.
  • Riversedge Advisors opened 112 new positions and closed 12 in Q2 2026.
  • Riversedge Advisors's portfolio value rose 23% quarter-over-quarter to $759M.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.