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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
+8.04%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$597M
AUM Growth
+$85.4M
Cap. Flow
+$46.2M
Cap. Flow %
7.74%
Top 10 Hldgs %
59.2%
Holding
200
New
74
Increased
93
Reduced
27
Closed
2

Top Buys

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$6.97M
2
VV icon
Vanguard Large-Cap ETF
VV
+$4.08M
3
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3M
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.34M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.33M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.13M
2
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.18M
3
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$577K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$513K

Sector Composition

Rank Sector Weight
1 Technology 8.35%
2 Financials 2.34%
3 Consumer Discretionary 1.72%
4 Communication Services 1.47%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XOM icon
76
ExxonMobil
XOM
$650B
$482K 0.08%
4,279
+1,771
+71% +$197K
SUB icon
77
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$480K 0.08%
4,492
+418
+10% +$44.6K
ORCL icon
78
Oracle
ORCL
$339B
$480K 0.08%
1,705
+464
+37% +$118K
EXPE icon
79
Expedia Group
EXPE
$36.5B
$476K 0.08%
+2,229
New +$448K
SHM icon
80
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$472K 0.08%
9,782
+64
+0.7% +$3.08K
LECO icon
81
Lincoln Electric
LECO
$14.1B
$466K 0.08%
1,978
+128
+7% +$30K
GE icon
82
GE Aerospace
GE
$364B
$414K 0.07%
+1,376
New +$376K
DVN icon
83
Devon Energy
DVN
$51.3B
$411K 0.07%
11,730
+3,768
+47% +$128K
T icon
84
AT&T
T
$164B
$411K 0.07%
14,553
+1,872
+15% +$53.2K
ASML icon
85
ASML
ASML
$596B
$410K 0.07%
423
+3
+0.7% +$2.36K
NVS icon
86
Novartis
NVS
$302B
$407K 0.07%
3,170
+397
+14% +$48.4K
ORLY icon
87
O'Reilly Automotive
ORLY
$75.1B
$396K 0.07%
3,676
+879
+31% +$88.4K
ISRG icon
88
Intuitive Surgical
ISRG
$127B
$395K 0.07%
884
-48
-5% -$23K
UNH icon
89
UnitedHealth
UNH
$382B
$392K 0.07%
+1,135
New +$343K
SYF icon
90
Synchrony
SYF
$24.4B
$392K 0.07%
5,514
+1,351
+32% +$97.9K
TRV icon
91
Travelers Companies
TRV
$81.1B
$391K 0.07%
1,401
+517
+58% +$138K
RBLX icon
92
Roblox
RBLX
$35.9B
$383K 0.06%
+2,766
New +$344K
SAP icon
93
SAP
SAP
$215B
$382K 0.06%
1,431
+21
+1% +$5.91K
INTC icon
94
Intel
INTC
$413B
$379K 0.06%
+11,297
New +$274K
IWF icon
95
iShares Russell 1000 Growth ETF
IWF
$117B
$377K 0.06%
3,216
-136
-4% -$15.1K
GS icon
96
Goldman Sachs
GS
$289B
$376K 0.06%
472
+107
+29% +$79.3K
AZN icon
97
AstraZeneca
AZN
$269B
$374K 0.06%
2,440
+411
+20% +$62.2K
BMY icon
98
Bristol-Myers Squibb
BMY
$129B
$369K 0.06%
8,171
+3,105
+61% +$145K
LIN icon
99
Linde
LIN
$236B
$367K 0.06%
772
+284
+58% +$134K
RY icon
100
Royal Bank of Canada
RY
$287B
$366K 0.06%
2,481
+328
+15% +$45.2K
2 3
4
5 6

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SIG
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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 Q3 2025 Portfolio in Review

As of Q3 2025, Riversedge Advisors held 200 positions worth $597M, up 17% from $511M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Riversedge Advisors deployed $46.2M of net new capital in Q3 2025, opening 74 new positions and adding to 93 existing holdings. Its largest new stake was Grayscale Ethereum Staking Mini ETF Shares: 36,250 shares worth $1.42M.

By sector, the portfolio is most concentrated in Technology at 8.4% of assets, up from 6.6% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Schwab US Large- Cap ETF, an estimated $3.13M trimmed.

  • Riversedge Advisors's largest Q3 2025 buy was Grayscale Ethereum Staking Mini ETF Shares: 36,250 shares worth $1.42M.
  • Riversedge Advisors added most to Grayscale Bitcoin Mini Trust ETF in Q3 2025, an estimated $6.97M increase.
  • Riversedge Advisors's biggest Q3 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $3.13M.
  • Riversedge Advisors fully exited Schwab US Large-Cap Growth ETF in Q3 2025, selling an estimated $222K.
  • Riversedge Advisors's ten largest holdings make up 59% of its $597M portfolio in Q3 2025.
  • Riversedge Advisors opened 74 new positions and closed 2 in Q3 2025.
  • Riversedge Advisors's portfolio value rose 17% quarter-over-quarter to $597M.

Based on Riversedge Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.