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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
+9.18%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$511M
AUM Growth
+$62.9M
Cap. Flow
+$24.7M
Cap. Flow %
4.83%
Top 10 Hldgs %
62.93%
Holding
136
New
18
Increased
57
Reduced
46
Closed
10

Top Buys

Rank Stock Value
1
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$27.9M
2
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$6.27M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.09M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.96M
5
VTV icon
Vanguard Morningstar Value ETF
VTV
+$2.71M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$12.9M
2
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$4.78M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.24M
4
SFLO icon
VictoryShares Small Cap Free Cash Flow ETF
SFLO
+$2.71M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.24M

Sector Composition

Rank Sector Weight
1 Miscellaneous 87.9%
2 Technology 6.62%
3 Financials 1.64%
4 Consumer Discretionary 1.06%
5 Communication Services 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
76
iShares Russell 1000 Growth ETF
IWF
$127B
$356K 0.07%
3,352
-4
-0.1% -$382
C icon
77
Citigroup
C
$223B
$337K 0.07%
3,958
+596
+18% +$43.1K
ASML icon
78
ASML
ASML
$666B
$337K 0.07%
420
-114
-21% -$81.8K
NVS icon
79
Novartis
NVS
$294B
$336K 0.07%
2,773
+406
+17% +$45.8K
ADP icon
80
Automatic Data Processing
ADP
$113B
$319K 0.06%
1,033
+29
+3% +$8.91K
IEMG icon
81
iShares Core MSCI Emerging Markets ETF
IEMG
$162B
$308K 0.06%
5,128
+1,096
+27% +$61.2K
HURN icon
82
Huron Consulting
HURN
$2.54B
$307K 0.06%
2,234
– –
MAR icon
83
Marriott International
MAR
$92.3B
$303K 0.06%
1,109
+29
+3% +$7.27K
CEG icon
84
Constellation Energy
CEG
$100B
$302K 0.06%
+935
New +$247K
KO icon
85
Coca-Cola
KO
$383B
$302K 0.06%
4,262
-42
-1% -$2.99K
SCHE icon
86
Schwab Emerging Markets Equity ETF
SCHE
$13B
$295K 0.06%
9,775
-1,472
-13% -$41.7K
EFA icon
87
iShares MSCI EAFE ETF
EFA
$79.8B
$288K 0.06%
3,225
-180
-5% -$15.4K
INTU icon
88
Intuit
INTU
$95.2B
$285K 0.06%
+362
New +$245K
AZN icon
89
AstraZeneca
AZN
$255B
$284K 0.06%
2,029
-222
-10% -$31.1K
RY icon
90
Royal Bank of Canada
RY
$284B
$283K 0.06%
2,153
+299
+16% +$36.6K
ETN icon
91
Eaton
ETN
$162B
$283K 0.06%
792
-54
-6% -$16.6K
SONY icon
92
Sony
SONY
$141B
$282K 0.06%
10,835
+1,514
+16% +$37.9K
SHEL icon
93
Shell
SHEL
$250B
$280K 0.05%
3,976
-735
-16% -$49.3K
SYF icon
94
Synchrony
SYF
$26B
$278K 0.05%
+4,163
New +$233K
ORCL icon
95
Oracle
ORCL
$438B
$271K 0.05%
1,241
-205
-14% -$33.1K
UL icon
96
Unilever
UL
$139B
$271K 0.05%
+3,934
New +$276K
XOM icon
97
ExxonMobil
XOM
$643B
$270K 0.05%
2,508
-1,098
-30% -$117K
SPY icon
98
State Street SPDR S&P 500 ETF Trust
SPY
$827B
$267K 0.05%
433
-91
-17% -$52K
HIG icon
99
Hartford Financial Services
HIG
$37.3B
$261K 0.05%
2,058
+378
+23% +$47K
BX icon
100
Blackstone
BX
$108B
$260K 0.05%
1,741
+302
+21% +$41.5K
2 3
4
5 6

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KFAS
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FCM
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NWM
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HGWM
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Riversedge Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Riversedge Advisors held 136 positions worth $511M, up 14% from $448M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Riversedge Advisors deployed $24.7M of net new capital in Q2 2025, opening 18 new positions and adding to 57 existing holdings. Its largest new stake was Vanguard S&P Small-Cap 600 Growth ETF: 4,877 shares worth $558K.

By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, down from 88% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Schwab US Large- Cap ETF, an estimated $12.9M trimmed.

  • Riversedge Advisors's largest Q2 2025 buy was Vanguard S&P Small-Cap 600 Growth ETF: 4,877 shares worth $558K.
  • Riversedge Advisors added most to Vanguard Morningstar Large-Cap ETF in Q2 2025, an estimated $27.9M increase.
  • Riversedge Advisors's biggest Q2 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $12.9M.
  • Riversedge Advisors fully exited iShares MSCI Emerging Markets ex China ETF in Q2 2025, selling an estimated $4.78M.
  • Riversedge Advisors's ten largest holdings make up 63% of its $511M portfolio in Q2 2025.
  • Riversedge Advisors opened 18 new positions and closed 10 in Q2 2025.
  • Riversedge Advisors's portfolio value rose 14% quarter-over-quarter to $511M.

Based on Riversedge Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.