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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
+2.02%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$615M
AUM Growth
+$18.3M
Cap. Flow
+$9.68M
Cap. Flow %
1.57%
Top 10 Hldgs %
61.23%
Holding
238
New
40
Increased
107
Reduced
60
Closed
24

Top Buys

Rank Stock Value
1
VV icon
Vanguard Large-Cap ETF
VV
+$10.1M
2
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC
+$5.38M
3
BND icon
Vanguard Total Bond Market
BND
+$4.99M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.45M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.08M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$11.9M
2
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.39M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.23M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.42M

Sector Composition

Rank Sector Weight
1 Technology 8.83%
2 Financials 2.48%
3 Consumer Discretionary 1.79%
4 Communication Services 1.59%
5 Healthcare 1.56%
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
$949K 0.15%
38,064
-951
-2% -$23.8K
BMY icon
52
Bristol-Myers Squibb
BMY
$129B
$842K 0.14%
15,606
+7,435
+91% +$358K
LLY icon
53
Eli Lilly
LLY
$1.08T
$804K 0.13%
748
+276
+58% +$264K
COST icon
54
Costco
COST
$432B
$782K 0.13%
907
-155
-15% -$140K
VIOG icon
55
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.04B
$775K 0.13%
6,389
-211
-3% -$25.7K
COF icon
56
Capital One
COF
$128B
$753K 0.12%
3,105
+509
+20% +$113K
VXUS icon
57
Vanguard Total International Stock ETF
VXUS
$151B
$741K 0.12%
9,816
– –
BAC icon
58
Bank of America
BAC
$429B
$707K 0.11%
12,854
+409
+3% +$21.6K
WMT icon
59
Walmart Inc
WMT
$909B
$700K 0.11%
6,283
+1,151
+22% +$124K
LGLV icon
60
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.22B
$689K 0.11%
3,924
-158
-4% -$27.7K
EXPE icon
61
Expedia Group
EXPE
$36.5B
$688K 0.11%
2,427
+198
+9% +$48.9K
C icon
62
Citigroup
C
$213B
$681K 0.11%
5,840
+707
+14% +$73.4K
MCD icon
63
McDonald's
MCD
$193B
$660K 0.11%
2,161
-159
-7% -$48.7K
MRK icon
64
Merck
MRK
$322B
$654K 0.11%
6,212
+373
+6% +$35K
MU icon
65
Micron Technology
MU
$835B
$649K 0.11%
2,275
+273
+14% +$62.6K
CVX icon
66
Chevron
CVX
$382B
$640K 0.1%
4,199
-374
-8% -$57K
BABA icon
67
Alibaba
BABA
$276B
$617K 0.1%
4,209
+209
+5% +$34K
XOM icon
68
ExxonMobil
XOM
$650B
$603K 0.1%
5,007
+728
+17% +$84.4K
CIL
69
DELISTED
VictoryShares International Volatility Wtd ETF
CIL
$596K 0.1%
11,034
-370
-3% -$19.4K
V icon
70
Visa
V
$701B
$593K 0.1%
1,692
-400
-19% -$136K
ASML icon
71
ASML
ASML
$596B
$561K 0.09%
524
+101
+24% +$105K
HSBC icon
72
HSBC
HSBC
$352B
$556K 0.09%
7,072
-153
-2% -$10.9K
PEP icon
73
PepsiCo
PEP
$196B
$545K 0.09%
3,796
+1,299
+52% +$191K
CB icon
74
Chubb
CB
$140B
$540K 0.09%
1,729
+685
+66% +$200K
GE icon
75
GE Aerospace
GE
$364B
$529K 0.09%
1,717
+341
+25% +$103K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Riversedge Advisors held 238 positions worth $615M, up 3.1% from $597M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Riversedge Advisors's Q4 2025 filing shows 40 new, 107 increased, 60 reduced and 24 closed positions. Its largest new stake was Grayscale CoinDesk Crypto 5 ETF: 112,313 shares worth $4.64M. The largest sale was Schwab US Large- Cap ETF, an estimated $11.9M.

By sector, the portfolio is most concentrated in Technology at 8.8% of assets, up from 8.4% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Riversedge Advisors's largest Q4 2025 buy was Grayscale CoinDesk Crypto 5 ETF: 112,313 shares worth $4.64M.
  • Riversedge Advisors added most to Vanguard Large-Cap ETF in Q4 2025, an estimated $10.1M increase.
  • Riversedge Advisors's biggest Q4 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $3.72M.
  • Riversedge Advisors fully exited Schwab US Large- Cap ETF in Q4 2025, selling an estimated $11.9M.
  • Riversedge Advisors's ten largest holdings make up 61% of its $615M portfolio in Q4 2025.
  • Riversedge Advisors opened 40 new positions and closed 24 in Q4 2025.
  • Riversedge Advisors's portfolio value rose 3.1% quarter-over-quarter to $615M.

Based on Riversedge Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.