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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
+8.04%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$597M
AUM Growth
+$85.4M
Cap. Flow
+$46.2M
Cap. Flow %
7.74%
Top 10 Hldgs %
59.2%
Holding
200
New
74
Increased
93
Reduced
27
Closed
2

Top Buys

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$6.97M
2
VV icon
Vanguard Large-Cap ETF
VV
+$4.08M
3
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3M
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.34M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.33M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.13M
2
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.18M
3
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$577K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$513K

Sector Composition

Rank Sector Weight
1 Technology 8.35%
2 Financials 2.34%
3 Consumer Discretionary 1.72%
4 Communication Services 1.47%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HYMB icon
51
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.1B
$973K 0.16%
39,015
-3,351
-8% -$82K
JNJ icon
52
Johnson & Johnson
JNJ
$640B
$971K 0.16%
5,235
+957
+22% +$164K
MCO icon
53
Moody's
MCO
$83.7B
$968K 0.16%
2,031
+15
+0.7% +$7.56K
XLF icon
54
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
$937K 0.16%
17,398
– –
VIOG icon
55
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.04B
$804K 0.13%
6,600
+1,723
+35% +$204K
LGLV icon
56
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.22B
$727K 0.12%
4,082
-854
-17% -$150K
VXUS icon
57
Vanguard Total International Stock ETF
VXUS
$151B
$721K 0.12%
+9,816
New +$697K
BABA icon
58
Alibaba
BABA
$276B
$715K 0.12%
4,000
+364
+10% +$47.7K
V icon
59
Visa
V
$701B
$714K 0.12%
2,092
+361
+21% +$125K
CVX icon
60
Chevron
CVX
$382B
$710K 0.12%
4,573
+704
+18% +$109K
MCD icon
61
McDonald's
MCD
$193B
$705K 0.12%
2,320
+181
+8% +$55.1K
BAC icon
62
Bank of America
BAC
$429B
$642K 0.11%
12,445
+1,845
+17% +$90K
HD icon
63
Home Depot
HD
$337B
$622K 0.1%
1,535
+110
+8% +$43.3K
CIL
64
DELISTED
VictoryShares International Volatility Wtd ETF
CIL
$588K 0.1%
11,404
+39
+0.3% +$1.99K
MA icon
65
Mastercard
MA
$498B
$588K 0.1%
1,033
+377
+57% +$217K
SPYM
66
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$573K 0.1%
7,317
+402
+6% +$30.3K
NFLX icon
67
Netflix
NFLX
$307B
$553K 0.09%
4,610
+260
+6% +$31.7K
COF icon
68
Capital One
COF
$128B
$552K 0.09%
2,596
+874
+51% +$191K
PG icon
69
Procter & Gamble
PG
$340B
$548K 0.09%
+3,567
New +$557K
WMT icon
70
Walmart Inc
WMT
$909B
$529K 0.09%
+5,132
New +$511K
ADBE icon
71
Adobe
ADBE
$105B
$526K 0.09%
1,492
+914
+158% +$328K
C icon
72
Citigroup
C
$213B
$521K 0.09%
5,133
+1,175
+30% +$111K
HSBC icon
73
HSBC
HSBC
$352B
$513K 0.09%
7,225
+842
+13% +$54.7K
ABT icon
74
Abbott
ABT
$188B
$503K 0.08%
3,754
+100
+3% +$13.1K
MRK icon
75
Merck
MRK
$322B
$490K 0.08%
+5,839
New +$481K
1 2
3
4 5

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OM
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CFS
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IAS
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TVAMP
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RFM
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BCM
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MWA
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Riversedge Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Riversedge Advisors held 200 positions worth $597M, up 17% from $511M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Riversedge Advisors deployed $46.2M of net new capital in Q3 2025, opening 74 new positions and adding to 93 existing holdings. Its largest new stake was Grayscale Ethereum Staking Mini ETF Shares: 36,250 shares worth $1.42M.

By sector, the portfolio is most concentrated in Technology at 8.4% of assets, up from 6.6% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Schwab US Large- Cap ETF, an estimated $3.13M trimmed.

  • Riversedge Advisors's largest Q3 2025 buy was Grayscale Ethereum Staking Mini ETF Shares: 36,250 shares worth $1.42M.
  • Riversedge Advisors added most to Grayscale Bitcoin Mini Trust ETF in Q3 2025, an estimated $6.97M increase.
  • Riversedge Advisors's biggest Q3 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $3.13M.
  • Riversedge Advisors fully exited Schwab US Large-Cap Growth ETF in Q3 2025, selling an estimated $222K.
  • Riversedge Advisors's ten largest holdings make up 59% of its $597M portfolio in Q3 2025.
  • Riversedge Advisors opened 74 new positions and closed 2 in Q3 2025.
  • Riversedge Advisors's portfolio value rose 17% quarter-over-quarter to $597M.

Based on Riversedge Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.