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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
(+23%)
Cap. Flow
+$67.3M
Cap. Flow
% of AUM
8.87%
Top 10 Holdings %
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 |
Apple
AAPL
|
+$17.5M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$7.15M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$4.49M |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$2.94M |
| 5 |
NVIDIA
NVDA
|
+$1.19M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$7.25M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$801K |
| 3 |
Fidelity Enhanced Small Cap Core ETF
FESM
|
+$421K |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$343K |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
76
Advanced Micro Devices
AMD
$970B
| $839K | 0.11% |
1,444
+409
| +40% | +$168K |
2026 Q1
1 quarter
|
|
77
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.66B
| $829K | 0.11% |
32,598
-1,479
| -4% | -$37.2K |
2019 Q2
28 quarters
|
|
78
Chubb
CB
$133B
| $804K | 0.11% |
2,360
+690
| +41% | +$225K |
2025 Q3
3 quarters
|
|
79
Sandisk
SNDK
$215B
| $775K | 0.1% |
341
-202
| -37% | -$288K |
2025 Q4
2 quarters
|
|
80
PG&E
PCG
$39.5B
| $753K | 0.1% |
44,769
+17,077
| +62% | +$287K |
2025 Q3
3 quarters
|
|
81
Centene
CNC
$33.1B
| $751K | 0.1% |
11,696
+3,382
| +41% | +$181K |
2025 Q4
2 quarters
|
|
82
HSBC
HSBC
$323B
| $748K | 0.1% |
7,868
+642
| +9% | +$58.6K |
2024 Q4
6 quarters
|
|
83
Walmart Inc
WMT
$897B
| $731K | 0.1% |
6,455
-444
| -6% | -$55.1K |
2025 Q3
3 quarters
|
|
84
UnitedHealth
UNH
$340B
| $726K | 0.1% |
1,746
+535
| +44% | +$198K |
2025 Q3
3 quarters
|
|
85
Capital One
COF
$123B
| $714K | 0.09% |
3,561
+1,832
| +106% | +$350K |
2025 Q2
4 quarters
|
|
86
Bank of America
BAC
$382B
| $714K | 0.09% |
12,527
+2,301
| +23% | +$122K |
2019 Q2
28 quarters
|
|
87
GE Vernova
GEV
$265B
| $696K | 0.09% |
592
+82
| +16% | +$83.7K |
2025 Q3
3 quarters
|
|
88
TJX Companies
TJX
$156B
| $682K | 0.09% |
4,502
+1,184
| +36% | +$187K |
2025 Q3
3 quarters
|
|
89
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.14B
| $680K | 0.09% |
3,749
-138
| -4% | -$24.8K |
2020 Q1
25 quarters
|
|
90
Airbnb
ABNB
$96.4B
| $675K | 0.09% |
4,716
+1,667
| +55% | +$227K |
2025 Q3
3 quarters
|
|
91
Travelers Companies
TRV
$77.5B
| $652K | 0.09% |
1,974
+429
| +28% | +$130K |
2025 Q2
4 quarters
|
|
92
United Airlines
UAL
$33.9B
| $647K | 0.09% |
4,758
+1,328
| +39% | +$138K |
2025 Q3
3 quarters
|
|
93
McDonald's
MCD
$167B
| $629K | 0.08% |
2,328
+38
| +2% | +$10.9K |
2020 Q2
24 quarters
|
|
94
Edison International
EIX
$21.4B
| $628K | 0.08% |
8,431
+1,643
| +24% | +$117K |
2025 Q4
2 quarters
|
|
95
Delta Air Lines
DAL
$52.7B
| $618K | 0.08% |
6,603
+974
| +17% | +$73.5K |
2025 Q4
2 quarters
|
|
96
Amphenol
APH
$213B
| $615K | 0.08% |
6,978
+774
| +12% | +$55.8K |
2025 Q3
3 quarters
|
|
97
Novartis
NVS
$273B
| $609K | 0.08% |
3,883
+425
| +12% | +$63.7K |
2025 Q1
5 quarters
|
|
98
Royal Bank of Canada
RY
$267B
| $602K | 0.08% |
2,908
+250
| +9% | +$46.4K |
2024 Q4
6 quarters
|
|
99
Expedia Group
EXPE
$32.2B
| $597K | 0.08% |
2,334
-147
| -6% | -$34.9K |
2025 Q3
3 quarters
|
|
100
Phillips 66
PSX
$112B
| $596K | 0.08% |
3,526
+1,311
| +59% | +$226K |
2025 Q3
3 quarters
|
|
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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.