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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
SNOW icon
101
Snowflake
SNOW
$117B
$596K 0.08%
+2,341
New +$431K
SAN icon
102
Banco Santander
SAN
$208B
$595K 0.08%
43,102
+13,815
+47% +$171K
STX icon
103
Seagate
STX
$195B
$593K 0.08%
+614
New +$468K
ABT icon
104
Abbott
ABT
$178B
$572K 0.08%
6,299
+1,846
+41% +$168K
FTNT icon
105
Fortinet
FTNT
$125B
$570K 0.08%
3,709
+231
+7% +$26.7K
LECO icon
106
Lincoln Electric
LECO
$14B
$563K 0.07%
2,122
-22
-1% -$5.76K
WCN
107
Waste Connections
WCN
$39.1B
$556K 0.07%
+3,337
New +$528K
CRS icon
108
Carpenter Technology
CRS
$20.2B
$550K 0.07%
+891
New +$420K
MLI icon
109
Mueller Industries
MLI
$13.3B
$546K 0.07%
8,884
+1,230
+16% +$80.6K
MUFG icon
110
Mitsubishi UFJ Financial
MUFG
$260B
$535K 0.07%
26,910
+6,388
+31% +$120K
DVN icon
111
Devon Energy
DVN
$53.5B
$534K 0.07%
12,935
+963
+8% +$44.6K
FDX icon
112
FedEx
FDX
$71.9B
$532K 0.07%
1,699
+243
+17% +$88.3K
KLAC icon
113
KLA
KLAC
$231B
$530K 0.07%
1,756
+166
+10% +$33K
AMAT icon
114
Applied Materials
AMAT
$353B
$523K 0.07%
+723
New +$334K
JBHT icon
115
JB Hunt Transport Services
JBHT
$22B
$520K 0.07%
1,797
+740
+70% +$190K
GIS icon
116
General Mills
GIS
$19.4B
$510K 0.07%
+14,653
New +$506K
LMT icon
117
Lockheed Martin
LMT
$123B
$510K 0.07%
1,001
+221
+28% +$119K
IBM icon
118
IBM
IBM
$216B
$506K 0.07%
1,799
+839
+87% +$211K
AME icon
119
Ametek
AME
$54.5B
$506K 0.07%
2,092
+320
+18% +$73.7K
GS icon
120
Goldman Sachs
GS
$274B
$499K 0.07%
494
+22
+5% +$21.4K
BLK icon
121
Blackrock
BLK
$166B
$499K 0.07%
519
+190
+58% +$197K
VLO icon
122
Valero Energy
VLO
$119B
$494K 0.07%
1,896
+492
+35% +$121K
TD icon
123
Toronto Dominion Bank
TD
$200B
$494K 0.07%
4,066
+465
+13% +$50.9K
VRTX icon
124
Vertex Pharmaceuticals
VRTX
$129B
$493K 0.07%
+993
New +$440K
PM icon
125
Philip Morris
PM
$294B
$491K 0.06%
2,716
+467
+21% +$81K
3 4
5
6 7

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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.