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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
+13.43%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
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

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
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
AMD icon
76
Advanced Micro Devices
AMD
$914B
$839K 0.11%
1,444
+409
+40% +$168K
HYMB icon
77
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.42B
$829K 0.11%
32,598
-1,479
-4% -$37.2K
CB icon
78
Chubb
CB
$131B
$804K 0.11%
2,360
+690
+41% +$225K
SNDK
79
Sandisk
SNDK
$262B
$775K 0.1%
341
-202
-37% -$288K
PCG icon
80
PG&E
PCG
$39.6B
$753K 0.1%
44,769
+17,077
+62% +$287K
CNC icon
81
Centene
CNC
$32.2B
$751K 0.1%
11,696
+3,382
+41% +$181K
HSBC icon
82
HSBC
HSBC
$349B
$748K 0.1%
7,868
+642
+9% +$58.6K
WMT icon
83
Walmart Inc
WMT
$847B
$731K 0.1%
6,455
-444
-6% -$55.1K
UNH icon
84
UnitedHealth
UNH
$338B
$726K 0.1%
1,746
+535
+44% +$198K
COF icon
85
Capital One
COF
$124B
$714K 0.09%
3,561
+1,832
+106% +$350K
BAC icon
86
Bank of America
BAC
$404B
$714K 0.09%
12,527
+2,301
+23% +$122K
GEV icon
87
GE Vernova
GEV
$250B
$696K 0.09%
592
+82
+16% +$83.7K
TJX icon
88
TJX Companies
TJX
$140B
$682K 0.09%
4,502
+1,184
+36% +$187K
LGLV icon
89
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.18B
$680K 0.09%
3,749
-138
-4% -$24.8K
ABNB icon
90
Airbnb
ABNB
$98B
$675K 0.09%
4,716
+1,667
+55% +$227K
TRV icon
91
Travelers Companies
TRV
$78.1B
$652K 0.09%
1,974
+429
+28% +$130K
UAL icon
92
United Airlines
UAL
$35.3B
$647K 0.09%
4,758
+1,328
+39% +$138K
MCD icon
93
McDonald's
MCD
$176B
$629K 0.08%
2,328
+38
+2% +$10.9K
EIX icon
94
Edison International
EIX
$21.3B
$628K 0.08%
8,431
+1,643
+24% +$117K
DAL icon
95
Delta Air Lines
DAL
$52.4B
$618K 0.08%
6,603
+974
+17% +$73.5K
APH icon
96
Amphenol
APH
$191B
$615K 0.08%
6,978
+774
+12% +$55.8K
NVS icon
97
Novartis
NVS
$267B
$609K 0.08%
3,883
+425
+12% +$63.7K
RY icon
98
Royal Bank of Canada
RY
$281B
$602K 0.08%
2,908
+250
+9% +$46.4K
EXPE icon
99
Expedia Group
EXPE
$33.5B
$597K 0.08%
2,334
-147
-6% -$34.9K
PSX icon
100
Phillips 66
PSX
$109B
$596K 0.08%
3,526
+1,311
+59% +$226K
2 3
4
5 6

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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.