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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
-0.62%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$618M
AUM Growth
+$2.7M
Cap. Flow
+$14.6M
Cap. Flow %
2.36%
Top 10 Hldgs %
57.93%
Holding
251
New
37
Increased
100
Reduced
68
Closed
35

Top Buys

Rank Stock Value
1
VTV icon
Vanguard Value ETF
VTV
+$63.9M
2
JBND icon
JPMorgan Active Bond ETF
JBND
+$12M
3
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$6.87M
4
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$6.66M
5
RAAX icon
VanEck Inflation Allocation ETF
RAAX
+$6.29M

Top Sells

Rank Stock Value
1
VV icon
Vanguard Large-Cap ETF
VV
+$36.4M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$21.5M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.44M
4
BND icon
Vanguard Total Bond Market
BND
+$8.55M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.28M

Sector Composition

Rank Sector Weight
1 Technology 7.81%
2 Financials 2.1%
3 Consumer Discretionary 1.74%
4 Healthcare 1.67%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
51
Chevron
CVX
$382B
$1.1M 0.18%
5,335
+1,136
+27% +$207K
XOM icon
52
ExxonMobil
XOM
$650B
$1.09M 0.18%
6,419
+1,412
+28% +$206K
FLHY icon
53
Franklin High Yield Corporate ETF
FLHY
$1.21B
$1.07M 0.17%
+44,345
New +$1.08M
MCO icon
54
Moody's
MCO
$83.7B
$1.03M 0.17%
2,367
+326
+16% +$154K
BMY icon
55
Bristol-Myers Squibb
BMY
$129B
$1.03M 0.17%
16,987
+1,381
+9% +$80.5K
VTI icon
56
Vanguard Total Stock Market ETF
VTI
$646B
$1.02M 0.16%
3,164
-139
-4% -$46.6K
ABBV icon
57
AbbVie
ABBV
$465B
$1M 0.16%
4,601
-128
-3% -$28.4K
JPM icon
58
JPMorgan Chase
JPM
$916B
$982K 0.16%
3,337
-446
-12% -$135K
VIOG icon
59
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.04B
$971K 0.16%
7,803
+1,414
+22% +$180K
XLF icon
60
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
$859K 0.14%
17,398
– –
WMT icon
61
Walmart Inc
WMT
$909B
$857K 0.14%
6,899
+616
+10% +$75.6K
HYMB icon
62
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.1B
$845K 0.14%
34,077
-3,987
-10% -$100K
MRK icon
63
Merck
MRK
$322B
$785K 0.13%
6,525
+313
+5% +$36.1K
MU icon
64
Micron Technology
MU
$835B
$778K 0.13%
2,303
+28
+1% +$11K
VOO icon
65
Vanguard S&P 500 ETF
VOO
$956B
$770K 0.12%
1,288
-265
-17% -$166K
LLY icon
66
Eli Lilly
LLY
$1.08T
$757K 0.12%
823
+75
+10% +$76K
VXUS icon
67
Vanguard Total International Stock ETF
VXUS
$151B
$757K 0.12%
9,816
– –
ASML icon
68
ASML
ASML
$596B
$746K 0.12%
565
+41
+8% +$56.2K
MCD icon
69
McDonald's
MCD
$193B
$712K 0.12%
2,290
+129
+6% +$41.1K
LGLV icon
70
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.22B
$692K 0.11%
3,887
-37
-0.9% -$6.75K
V icon
71
Visa
V
$701B
$658K 0.11%
2,178
+486
+29% +$156K
C icon
72
Citigroup
C
$213B
$656K 0.11%
5,781
-59
-1% -$6.72K
DVN icon
73
Devon Energy
DVN
$51.3B
$602K 0.1%
11,972
+286
+2% +$12.3K
HSBC icon
74
HSBC
HSBC
$352B
$596K 0.1%
7,226
+154
+2% +$13K
LRCX icon
75
Lam Research
LRCX
$316B
$588K 0.1%
2,752
+268
+11% +$59.9K
1 2
3
4 5

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Riversedge Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Riversedge Advisors held 251 positions worth $618M, up 0.44% from $615M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Riversedge Advisors's Q1 2026 filing shows 37 new, 100 increased, 68 reduced and 35 closed positions. Its largest new stake was JPMorgan Active Bond ETF: 221,434 shares worth $11.9M. The largest sale was Vanguard Large-Cap ETF, an estimated $36.4M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, down from 8.8% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Riversedge Advisors's largest Q1 2026 buy was JPMorgan Active Bond ETF: 221,434 shares worth $11.9M.
  • Riversedge Advisors added most to Vanguard Value ETF in Q1 2026, an estimated $63.9M increase.
  • Riversedge Advisors's biggest Q1 2026 reduction was Vanguard Large-Cap ETF, cutting an estimated $36.4M.
  • Riversedge Advisors fully exited Grayscale CoinDesk Crypto 5 ETF in Q1 2026, selling an estimated $4.64M.
  • Riversedge Advisors's ten largest holdings make up 58% of its $618M portfolio in Q1 2026.
  • Riversedge Advisors opened 37 new positions and closed 35 in Q1 2026.
  • Riversedge Advisors's portfolio value rose 0.44% quarter-over-quarter to $618M.

Based on Riversedge Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.