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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
+13.43%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
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

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
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
IWO icon
51
iShares Russell 2000 Growth ETF
IWO
$14.2B
$1.4M 0.18%
3,558
+1
+0% +$365
LLY icon
52
Eli Lilly
LLY
$1.03T
$1.39M 0.18%
1,159
+336
+41% +$343K
COST icon
53
Costco
COST
$397B
$1.38M 0.18%
1,474
+116
+9% +$116K
LRCX icon
54
Lam Research
LRCX
$361B
$1.33M 0.18%
3,071
+319
+12% +$96.8K
ASML icon
55
ASML
ASML
$645B
$1.3M 0.17%
651
+86
+15% +$137K
FTMH
56
Franklin Municipal High Yield ETF
FTMH
$545M
$1.27M 0.17%
106,735
-7,358
-6% -$86.1K
MCO icon
57
Moody's
MCO
$81.2B
$1.25M 0.16%
2,760
+393
+17% +$176K
CVX icon
58
Chevron
CVX
$411B
$1.23M 0.16%
7,445
+2,110
+40% +$393K
VIOG icon
59
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.04B
$1.22M 0.16%
7,958
+155
+2% +$21.6K
ABBV icon
60
AbbVie
ABBV
$466B
$1.17M 0.15%
4,666
+65
+1% +$14K
VTI icon
61
Vanguard Morningstar Total Stock Market ETF
VTI
$685B
$1.17M 0.15%
3,167
+3
+0.1% +$1.07K
WDC icon
62
Western Digital
WDC
$159B
$1.15M 0.15%
1,807
+573
+46% +$279K
BMY icon
63
Bristol-Myers Squibb
BMY
$129B
$1.13M 0.15%
19,575
+2,588
+15% +$149K
FLHY icon
64
Franklin High Yield Corporate ETF
FLHY
$1.26B
$1.12M 0.15%
46,150
+1,805
+4% +$43.8K
INTC icon
65
Intel
INTC
$574B
$998K 0.13%
7,149
-2,795
-28% -$283K
HD icon
66
Home Depot
HD
$299B
$993K 0.13%
2,815
+1,552
+123% +$505K
V icon
67
Visa
V
$691B
$985K 0.13%
2,872
+694
+32% +$223K
XOM icon
68
ExxonMobil
XOM
$672B
$934K 0.12%
6,833
+414
+6% +$62K
VOO icon
69
Vanguard S&P 500 ETF
VOO
$1.04T
$933K 0.12%
1,358
+70
+5% +$46.7K
XLF icon
70
State Street Financial Select Sector SPDR ETF
XLF
$53.4B
$933K 0.12%
17,398
– –
FIX icon
71
Comfort Systems
FIX
$58.1B
$918K 0.12%
463
+93
+25% +$169K
C icon
72
Citigroup
C
$221B
$886K 0.12%
6,332
+551
+10% +$71.7K
MRK icon
73
Merck
MRK
$362B
$884K 0.12%
6,880
+355
+5% +$41.6K
GE icon
74
GE Aerospace
GE
$326B
$881K 0.12%
2,357
+516
+28% +$162K
VXUS icon
75
Vanguard Total International Stock ETF
VXUS
$162B
$840K 0.11%
9,820
+4
+0% +$335
1 2
3
4 5

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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.