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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
+9.18%
1 Year Est. Return
+18.09%
3 Year Est. Return
+71.28%
5 Year Est. Return
+57.74%
10 Year Est. Return
–
AUM
$511M
AUM Growth
+$62.9M
Cap. Flow
+$24.7M
Cap. Flow %
4.83%
Top 10 Hldgs %
62.93%
Holding
136
New
18
Increased
57
Reduced
46
Closed
10
Avg Time Held
8.4 quarters
Top 10 Avg Time Held
8.6 quarters
Top 20 Avg Time Held
13 quarters

Top Buys

Rank Stock Value
1
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$27.9M
2
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$6.27M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.09M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.96M
5
VTV icon
Vanguard Morningstar Value ETF
VTV
+$2.71M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$12.9M
2
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$4.78M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.24M
4
SFLO icon
VictoryShares Small Cap Free Cash Flow ETF
SFLO
+$2.71M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.24M

Sector Composition

Rank Sector Weight
1 Miscellaneous 87.9%
2 Technology 6.62%
3 Financials 1.64%
4 Consumer Discretionary 1.06%
5 Communication Services 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
VTI icon
51
Vanguard Morningstar Total Stock Market ETF
VTI
$695B
$743K 0.15%
2,444
-78
-3% -$21.9K
2021 Q3
15 quarters
ABBV icon
52
AbbVie
ABBV
$503B
$700K 0.14%
3,773
+96
+3% +$17.8K
2020 Q2
20 quarters
JNJ icon
53
Johnson & Johnson
JNJ
$608B
$654K 0.13%
4,278
+34
+0.8% +$5.23K
2020 Q2
20 quarters
MCD icon
54
McDonald's
MCD
$167B
$625K 0.12%
2,139
+101
+5% +$31.1K
2020 Q2
20 quarters
V icon
55
Visa
V
$739B
$615K 0.12%
1,731
+3
+0.2% +$1.05K
2023 Q1
9 quarters
NFLX icon
56
Netflix
NFLX
$292B
$583K 0.11%
4,350
+530
+14% +$59.9K
2024 Q3
3 quarters
CIL icon
57
DELISTED
VictoryShares International Volatility Wtd ETF
CIL
$574K 0.11%
11,365
-1,390
-11% -$66.3K
2020 Q1
21 quarters
VIOG icon
58
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1B
$558K 0.11%
+4,877
New +$525K
2025 Q2
0 quarters
CVX icon
59
Chevron
CVX
$435B
$554K 0.11%
3,869
-266
-6% -$37.5K
2023 Q1
9 quarters
HD icon
60
Home Depot
HD
$292B
$522K 0.1%
1,425
+218
+18% +$78.9K
2023 Q4
6 quarters
ISRG icon
61
Intuitive Surgical
ISRG
$147B
$506K 0.1%
932
+65
+7% +$34K
2023 Q2
8 quarters
SPYM icon
62
State Street SPDR Portfolio S&P 500 ETF
SPYM
$178B
$503K 0.1%
6,915
– –
2024 Q4
2 quarters
BAC icon
63
Bank of America
BAC
$357B
$502K 0.1%
10,600
+841
+9% +$35.4K
2019 Q2
24 quarters
VOO icon
64
Vanguard S&P 500 ETF
VOO
$1.04T
$499K 0.1%
879
-3
-0.3% -$1.58K
2023 Q1
9 quarters
ABT icon
65
Abbott
ABT
$178B
$497K 0.1%
3,654
-3
-0.1% -$396
2020 Q2
20 quarters
SHM icon
66
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
$465K 0.09%
9,718
-2,127
-18% -$101K
2020 Q1
21 quarters
SUB icon
67
iShares Short-Term National Muni Bond ETF
SUB
$12.3B
$433K 0.08%
4,074
-9
-0.2% -$951
2021 Q4
14 quarters
SAP icon
68
SAP
SAP
$253B
$429K 0.08%
1,410
-22
-2% -$6.3K
2024 Q3
3 quarters
BABA icon
69
Alibaba
BABA
$275B
$412K 0.08%
3,636
+10
+0.3% +$1.18K
2024 Q3
3 quarters
HSBC icon
70
HSBC
HSBC
$320B
$388K 0.08%
6,383
+259
+4% +$14.7K
2024 Q4
2 quarters
LECO icon
71
Lincoln Electric
LECO
$14B
$384K 0.08%
1,850
– –
2020 Q4
18 quarters
TPL icon
72
Texas Pacific Land
TPL
$24.5B
$377K 0.07%
1,071
-39
-4% -$15.9K
2024 Q1
5 quarters
MA icon
73
Mastercard
MA
$531B
$369K 0.07%
656
-22
-3% -$12.2K
2025 Q1
1 quarter
T icon
74
AT&T
T
$157B
$367K 0.07%
12,681
+757
+6% +$20.9K
2025 Q1
1 quarter
COF icon
75
Capital One
COF
$119B
$366K 0.07%
+1,722
New +$321K
2025 Q2
0 quarters
1 2
3
4 5

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TLP
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BPIM
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DMC
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WAM
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TVPW
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Riversedge Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Riversedge Advisors held 136 positions worth $511M, up 14% from $448M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Riversedge Advisors deployed $24.7M of net new capital in Q2 2025, opening 18 new positions and adding to 57 existing holdings. Its largest new stake was Vanguard S&P Small-Cap 600 Growth ETF: 4,877 shares worth $558K.

By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, down from 88% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Schwab US Large- Cap ETF, an estimated $12.9M trimmed.

  • Riversedge Advisors's largest Q2 2025 buy was Vanguard S&P Small-Cap 600 Growth ETF: 4,877 shares worth $558K.
  • Riversedge Advisors added most to Vanguard Morningstar Large-Cap ETF in Q2 2025, an estimated $27.9M increase.
  • Riversedge Advisors's biggest Q2 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $12.9M.
  • Riversedge Advisors fully exited iShares MSCI Emerging Markets ex China ETF in Q2 2025, selling an estimated $4.78M.
  • Riversedge Advisors's ten largest holdings make up 63% of its $511M portfolio in Q2 2025.
  • Riversedge Advisors opened 18 new positions and closed 10 in Q2 2025.
  • Riversedge Advisors's portfolio value rose 14% quarter-over-quarter to $511M.

Based on Riversedge Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.