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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
+9.18%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
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

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
VTI icon
51
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$743K 0.15%
2,444
-78
-3% -$21.9K
ABBV icon
52
AbbVie
ABBV
$456B
$700K 0.14%
3,773
+96
+3% +$17.8K
JNJ icon
53
Johnson & Johnson
JNJ
$640B
$654K 0.13%
4,278
+34
+0.8% +$5.23K
MCD icon
54
McDonald's
MCD
$184B
$625K 0.12%
2,139
+101
+5% +$31.1K
V icon
55
Visa
V
$709B
$615K 0.12%
1,731
+3
+0.2% +$1.05K
NFLX icon
56
Netflix
NFLX
$332B
$583K 0.11%
4,350
+530
+14% +$59.9K
CIL
57
DELISTED
VictoryShares International Volatility Wtd ETF
CIL
$574K 0.11%
11,365
-1,390
-11% -$66.3K
VIOG icon
58
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.1B
$558K 0.11%
+4,877
New +$525K
CVX icon
59
Chevron
CVX
$392B
$554K 0.11%
3,869
-266
-6% -$37.5K
HD icon
60
Home Depot
HD
$328B
$522K 0.1%
1,425
+218
+18% +$78.9K
ISRG icon
61
Intuitive Surgical
ISRG
$130B
$506K 0.1%
932
+65
+7% +$34K
SPYM
62
State Street SPDR Portfolio S&P 500 ETF
SPYM
$171B
$503K 0.1%
6,915
– –
BAC icon
63
Bank of America
BAC
$428B
$502K 0.1%
10,600
+841
+9% +$35.4K
VOO icon
64
Vanguard S&P 500 ETF
VOO
$1.03T
$499K 0.1%
879
-3
-0.3% -$1.58K
ABT icon
65
Abbott
ABT
$193B
$497K 0.1%
3,654
-3
-0.1% -$396
SHM icon
66
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.49B
$465K 0.09%
9,718
-2,127
-18% -$101K
SUB icon
67
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$433K 0.08%
4,074
-9
-0.2% -$951
SAP icon
68
SAP
SAP
$255B
$429K 0.08%
1,410
-22
-2% -$6.3K
BABA icon
69
Alibaba
BABA
$279B
$412K 0.08%
3,636
+10
+0.3% +$1.18K
HSBC icon
70
HSBC
HSBC
$352B
$388K 0.08%
6,383
+259
+4% +$14.7K
LECO icon
71
Lincoln Electric
LECO
$15.8B
$384K 0.08%
1,850
– –
TPL icon
72
Texas Pacific Land
TPL
$25.5B
$377K 0.07%
1,071
-39
-4% -$15.9K
MA icon
73
Mastercard
MA
$518B
$369K 0.07%
656
-22
-3% -$12.2K
T icon
74
AT&T
T
$174B
$367K 0.07%
12,681
+757
+6% +$20.9K
COF icon
75
Capital One
COF
$133B
$366K 0.07%
+1,722
New +$321K
1 2
3
4 5

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FCM
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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.