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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
+13.43%
1 Year Est. Return
+18.09%
3 Year Est. Return
+71.28%
5 Year Est. Return
+57.74%
10 Year Est. Return
–
AUM
$759M
AUM Growth
+$141M
Cap. Flow
+$67.3M
Cap. Flow %
8.87%
Top 10 Hldgs %
55.45%
Holding
328
New
112
Increased
144
Reduced
54
Closed
12
Avg Time Held Equity + Options
5 quarters
Top 10 Avg Time Held Equity + Options
10.2 quarters
Top 20 Avg Time Held Equity + Options
13.8 quarters
Avg Time Held Equity only
5.1 quarters
Top 10 Avg Time Held Equity only
10.2 quarters
Top 20 Avg Time Held Equity only
13.8 quarters

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$17.5M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.15M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$4.49M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$2.94M
5
NVDA icon
NVIDIA
NVDA
+$1.19M

Top Sells

Rank Stock Value
1
BTC icon
Grayscale Bitcoin Mini Trust ETF
BTC
+$7.25M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$801K
3
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$421K
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$343K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$292K

Sector Composition

Rank Sector Weight
1 Miscellaneous 74.73%
2 Technology 11.46%
3 Financials 3.17%
4 Consumer Discretionary 2.14%
5 Healthcare 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
IWO icon
51
iShares Russell 2000 Growth ETF
IWO
$14B
$1.4M 0.18%
3,558
+1
+0% +$365
2022 Q2
16 quarters
LLY icon
52
Eli Lilly
LLY
$1.05T
$1.39M 0.18%
1,159
+336
+41% +$343K
2025 Q1
5 quarters
COST icon
53
Costco
COST
$425B
$1.38M 0.18%
1,474
+116
+9% +$116K
2023 Q1
13 quarters
LRCX icon
54
Lam Research
LRCX
$387B
$1.33M 0.18%
3,071
+319
+12% +$96.8K
2025 Q3
3 quarters
ASML icon
55
ASML
ASML
$672B
$1.3M 0.17%
651
+86
+15% +$137K
2024 Q1
9 quarters
FTMH icon
56
Franklin Municipal High Yield ETF
FTMH
$529M
$1.27M 0.17%
106,735
-7,358
-6% -$86.1K
2026 Q1
1 quarter
MCO icon
57
Moody's
MCO
$81.5B
$1.25M 0.16%
2,760
+393
+17% +$176K
2020 Q2
24 quarters
CVX icon
58
Chevron
CVX
$422B
$1.23M 0.16%
7,445
+2,110
+40% +$393K
2023 Q1
13 quarters
VIOG icon
59
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.02B
$1.22M 0.16%
7,958
+155
+2% +$21.6K
2025 Q2
4 quarters
ABBV icon
60
AbbVie
ABBV
$497B
$1.17M 0.15%
4,666
+65
+1% +$14K
2020 Q2
24 quarters
VTI icon
61
Vanguard Morningstar Total Stock Market ETF
VTI
$703B
$1.17M 0.15%
3,167
+3
+0.1% +$1.07K
2021 Q3
19 quarters
WDC icon
62
Western Digital
WDC
$145B
$1.15M 0.15%
1,807
+573
+46% +$279K
2025 Q4
2 quarters
BMY icon
63
Bristol-Myers Squibb
BMY
$118B
$1.13M 0.15%
19,575
+2,588
+15% +$149K
2024 Q3
7 quarters
FLHY icon
64
Franklin High Yield Corporate ETF
FLHY
$1.21B
$1.12M 0.15%
46,150
+1,805
+4% +$43.8K
2026 Q1
1 quarter
INTC icon
65
Intel
INTC
$536B
$998K 0.13%
7,149
-2,795
-28% -$283K
2025 Q3
3 quarters
HD icon
66
Home Depot
HD
$290B
$993K 0.13%
2,815
+1,552
+123% +$505K
2023 Q4
10 quarters
V icon
67
Visa
V
$731B
$985K 0.13%
2,872
+694
+32% +$223K
2023 Q1
13 quarters
XOM icon
68
ExxonMobil
XOM
$708B
$934K 0.12%
6,833
+414
+6% +$62K
2024 Q3
7 quarters
VOO icon
69
Vanguard S&P 500 ETF
VOO
$1.05T
$933K 0.12%
1,358
+70
+5% +$46.7K
2023 Q1
13 quarters
XLF icon
70
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
$933K 0.12%
17,398
– –
2022 Q4
14 quarters
FIX icon
71
Comfort Systems
FIX
$57.7B
$918K 0.12%
463
+93
+25% +$169K
2025 Q3
3 quarters
C icon
72
Citigroup
C
$221B
$886K 0.12%
6,332
+551
+10% +$71.7K
2025 Q1
5 quarters
MRK icon
73
Merck
MRK
$359B
$884K 0.12%
6,880
+355
+5% +$41.6K
2025 Q3
3 quarters
GE icon
74
GE Aerospace
GE
$320B
$881K 0.12%
2,357
+516
+28% +$162K
2025 Q3
3 quarters
VXUS icon
75
Vanguard Total International Stock ETF
VXUS
$162B
$840K 0.11%
9,820
+4
+0% +$335
2025 Q3
3 quarters
1 2
3
4 5

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REA
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TLP
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BPIM
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FA
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DMC
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WAM
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SC
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Riversedge Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Riversedge Advisors held 328 positions worth $759M, up 23% from $618M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Riversedge Advisors deployed $67.3M of net new capital in Q2 2026, opening 112 new positions and adding to 144 existing holdings. Its largest new stake was Waste Connections: 3,337 shares worth $556K.

By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, down from 82% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $7.25M trimmed.

  • Riversedge Advisors's largest Q2 2026 buy was Waste Connections: 3,337 shares worth $556K.
  • Riversedge Advisors added most to Apple in Q2 2026, an estimated $17.5M increase.
  • Riversedge Advisors's biggest Q2 2026 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $7.25M.
  • Riversedge Advisors fully exited Intuit in Q2 2026, selling an estimated $255K.
  • Riversedge Advisors's ten largest holdings make up 55% of its $759M portfolio in Q2 2026.
  • Riversedge Advisors opened 112 new positions and closed 12 in Q2 2026.
  • Riversedge Advisors's portfolio value rose 23% quarter-over-quarter to $759M.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.