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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
+2.02%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$615M
AUM Growth
+$18.3M
Cap. Flow
+$9.68M
Cap. Flow %
1.57%
Top 10 Hldgs %
61.23%
Holding
238
New
40
Increased
107
Reduced
60
Closed
24

Top Buys

Rank Stock Value
1
VV icon
Vanguard Large-Cap ETF
VV
+$10.1M
2
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC
+$5.38M
3
BND icon
Vanguard Total Bond Market
BND
+$4.99M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.45M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.08M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$11.9M
2
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.39M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.23M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.42M

Sector Composition

Rank Sector Weight
1 Technology 8.83%
2 Financials 2.48%
3 Consumer Discretionary 1.79%
4 Communication Services 1.59%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LECO icon
76
Lincoln Electric
LECO
$14.1B
$512K 0.08%
2,136
+158
+8% +$37.4K
ISRG icon
77
Intuitive Surgical
ISRG
$127B
$510K 0.08%
901
+17
+2% +$9.05K
AZN icon
78
AstraZeneca
AZN
$269B
$501K 0.08%
2,723
+283
+12% +$49.6K
HD icon
79
Home Depot
HD
$337B
$488K 0.08%
1,419
-116
-8% -$42.5K
TJX icon
80
TJX Companies
TJX
$179B
$478K 0.08%
3,114
+1,589
+104% +$235K
SYF icon
81
Synchrony
SYF
$24.4B
$469K 0.08%
5,624
+110
+2% +$8.41K
SHM icon
82
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$467K 0.08%
9,731
-51
-0.5% -$2.45K
ABT icon
83
Abbott
ABT
$188B
$466K 0.08%
3,716
-38
-1% -$4.84K
NVS icon
84
Novartis
NVS
$302B
$465K 0.08%
3,371
+201
+6% +$26.3K
TRV icon
85
Travelers Companies
TRV
$81.1B
$450K 0.07%
1,552
+151
+11% +$42.5K
RY icon
86
Royal Bank of Canada
RY
$287B
$450K 0.07%
2,637
+156
+6% +$24K
HCA icon
87
HCA Healthcare
HCA
$90.6B
$443K 0.07%
949
+264
+39% +$123K
MLI icon
88
Mueller Industries
MLI
$14.5B
$437K 0.07%
7,612
+1,128
+17% +$60.7K
INTC icon
89
Intel
INTC
$413B
$437K 0.07%
11,834
+537
+5% +$20.3K
DVN icon
90
Devon Energy
DVN
$51.3B
$428K 0.07%
11,686
-44
-0.4% -$1.54K
LRCX icon
91
Lam Research
LRCX
$316B
$425K 0.07%
2,484
+322
+15% +$50.1K
MA icon
92
Mastercard
MA
$498B
$424K 0.07%
743
-290
-28% -$162K
CNC icon
93
Centene
CNC
$30.5B
$423K 0.07%
+10,272
New +$385K
NFLX icon
94
Netflix
NFLX
$307B
$418K 0.07%
4,455
-155
-3% -$16.7K
UNH icon
95
UnitedHealth
UNH
$382B
$410K 0.07%
1,242
+107
+9% +$36.3K
FDX icon
96
FedEx
FDX
$73B
$409K 0.07%
1,417
+328
+30% +$86.1K
NOW icon
97
ServiceNow
NOW
$120B
$405K 0.07%
2,646
+1,266
+92% +$217K
BKNG icon
98
Booking.com
BKNG
$156B
$402K 0.07%
1,875
+775
+70% +$159K
GS icon
99
Goldman Sachs
GS
$289B
$398K 0.06%
453
-19
-4% -$15.5K
SUB icon
100
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$395K 0.06%
3,703
-789
-18% -$84.1K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Riversedge Advisors held 238 positions worth $615M, up 3.1% from $597M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Riversedge Advisors's Q4 2025 filing shows 40 new, 107 increased, 60 reduced and 24 closed positions. Its largest new stake was Grayscale CoinDesk Crypto 5 ETF: 112,313 shares worth $4.64M. The largest sale was Schwab US Large- Cap ETF, an estimated $11.9M.

By sector, the portfolio is most concentrated in Technology at 8.8% of assets, up from 8.4% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Riversedge Advisors's largest Q4 2025 buy was Grayscale CoinDesk Crypto 5 ETF: 112,313 shares worth $4.64M.
  • Riversedge Advisors added most to Vanguard Large-Cap ETF in Q4 2025, an estimated $10.1M increase.
  • Riversedge Advisors's biggest Q4 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $3.72M.
  • Riversedge Advisors fully exited Schwab US Large- Cap ETF in Q4 2025, selling an estimated $11.9M.
  • Riversedge Advisors's ten largest holdings make up 61% of its $615M portfolio in Q4 2025.
  • Riversedge Advisors opened 40 new positions and closed 24 in Q4 2025.
  • Riversedge Advisors's portfolio value rose 3.1% quarter-over-quarter to $615M.

Based on Riversedge Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.