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Riversedge Advisors Portfolio holdings
AUM
$813M
Turnover
29%
1-Year Est. Return
18.09%
This Fund
S&P 500
This Quarter Est. Return
+2.68%
1 Year Est. Return
+18.09%
3 Year Est. Return
+71.28%
5 Year Est. Return
+57.74%
10 Year Est. Return
–
AUM
$813M
AUM Growth
+$53.9M
(+7.1%)
Cap. Flow
+$42.2M
Cap. Flow % of AUM
Cap. Flow %
5.19%
Top 10 Holdings %
Top 10 Hldgs %
52.69%
Holding
400
New
84
Increased
196
Reduced
81
Closed
32
Avg Time Held
Equity + Options
1.3
years
Top 10 Avg Time Held
Equity + Options
2.5
years
Top 20 Avg Time Held
Equity + Options
3.6
years
Avg Time Held Equity only
1.3
years
Top 10 Avg Time Held Equity only
2.5
years
Top 20 Avg Time Held Equity only
3.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Growth ETF
VUG
|
+$49.3M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$9.17M |
| 3 |
iShares MSCI Intl Momentum Factor ETF
IMTM
|
+$7.03M |
| 4 |
BNY Mellon Global Infrastructure Income ETF
BKGI
|
+$6.43M |
| 5 |
JPMorgan Active Bond ETF
JBND
|
+$3.53M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$50.6M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$9.32M |
| 3 |
Vanguard Total Bond Market
BND
|
+$4.11M |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$3.72M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$628K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 71.4% |
| 2 | Technology | 13.29% |
| 3 | Financials | 3.47% |
| 4 | Healthcare | 2.55% |
| 5 | Consumer Discretionary | 2.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
Caterpillar
CAT
$267B
| $708K | 0.09% |
873
+483
| +124% | +$410K |
2025 Q4
3 quarters
|
|
102
Atlassian
TEAM
$37.6B
| $705K | 0.09% |
3,930
+695
| +21% | +$100K |
2026 Q2
1 quarter
|
|
103
Coca-Cola
KO
$417B
| $686K | 0.08% |
7,973
+2,245
| +39% | +$195K |
2023 Q4
11 quarters
|
|
104
Mitsubishi UFJ Financial
MUFG
$244B
| $675K | 0.08% |
29,250
+2,340
| +9% | +$52.8K |
2024 Q4
7 quarters
|
|
105
Natera
NTRA
$45.2B
| $673K | 0.08% |
1,629
+87
| +6% | +$27.3K |
2025 Q4
3 quarters
|
|
106
Intuitive Surgical
ISRG
$156B
| $673K | 0.08% |
1,654
+706
| +74% | +$269K |
2023 Q2
13 quarters
|
|
107
Seagate
STX
$115B
| $671K | 0.08% |
727
+113
| +18% | +$96.5K |
2026 Q2
1 quarter
|
|
108
Delta Air Lines
DAL
$60.7B
| $664K | 0.08% |
7,955
+1,352
| +20% | +$115K |
2025 Q4
3 quarters
|
|
109
Vanguard Total International Stock ETF
VXUS
$162B
| $662K | 0.08% |
7,797
-2,023
| -21% | -$174K |
2025 Q3
4 quarters
|
|
110
Philip Morris
PM
$303B
| $657K | 0.08% |
3,444
+728
| +27% | +$138K |
2025 Q2
5 quarters
|
|
111
Cloudflare
NET
$110B
| $655K | 0.08% |
1,887
+818
| +77% | +$242K |
2026 Q2
1 quarter
|
|
112
Goldman Sachs
GS
$263B
| $652K | 0.08% |
724
+230
| +47% | +$235K |
2025 Q2
5 quarters
|
|
113
UnitedHealth
UNH
$363B
| $649K | 0.08% |
1,769
+23
| +1% | +$9.26K |
2025 Q3
4 quarters
|
|
114
Blackrock
BLK
$189B
| $646K | 0.08% |
610
+91
| +18% | +$99.4K |
2025 Q3
4 quarters
|
|
115
Lincoln Electric
LECO
$15.4B
| $635K | 0.08% |
2,400
+278
| +13% | +$74.1K |
2020 Q4
23 quarters
|
|
116
Western Digital
WDC
$108B
| $635K | 0.08% |
1,397
-410
| -23% | -$199K |
2025 Q4
3 quarters
|
|
117
Devon Energy
DVN
$49.5B
| $628K | 0.08% |
13,651
+716
| +6% | +$32.9K |
2023 Q1
14 quarters
|
|
118
iShares Russell 1000 ETF
IWB
$47.6B
| $626K | 0.08% |
+1,505
| New | +$626K |
2026 Q3
0 quarters
|
|
119
Banco Santander
SAN
$181B
| $621K | 0.08% |
44,880
+1,778
| +4% | +$25.4K |
2023 Q4
11 quarters
|
|
120
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.23B
| $612K | 0.08% |
3,512
-237
| -6% | -$43.8K |
2020 Q1
26 quarters
|
|
121
Texas Instruments
TXN
$275B
| $606K | 0.07% |
+2,165
| New | +$599K |
2026 Q3
0 quarters
|
|
122
Boston Scientific
BSX
$64.8B
| $599K | 0.07% |
13,733
+6,237
| +83% | +$289K |
2026 Q2
1 quarter
|
|
123
GE Vernova
GEV
$211B
| $589K | 0.07% |
620
+28
| +5% | +$27.7K |
2025 Q3
4 quarters
|
|
124
Royal Bank of Canada
RY
$280B
| $589K | 0.07% |
2,996
+88
| +3% | +$18.3K |
2024 Q4
7 quarters
|
|
125
Medtronic
MDT
$130B
| $588K | 0.07% |
6,809
+3,204
| +89% | +$282K |
2026 Q2
1 quarter
|
|
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Riversedge Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, Riversedge Advisors held 400 positions worth $813M, up 7.1% from $759M the previous quarter. Its ten largest holdings account for 53% of the portfolio.
Riversedge Advisors deployed $42.2M of net new capital in Q3 2026, opening 84 new positions and adding to 196 existing holdings. Its largest new stake was iShares MSCI Intl Momentum Factor ETF: 132,640 shares worth $6.98M.
By sector, the portfolio is most concentrated in Miscellaneous at 71% of assets, down from 75% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Vanguard Morningstar Large-Cap ETF, an estimated $50.6M trimmed.
- Riversedge Advisors's largest Q3 2026 buy was iShares MSCI Intl Momentum Factor ETF: 132,640 shares worth $6.98M.
- Riversedge Advisors added most to Vanguard Morningstar Growth ETF in Q3 2026, an estimated $49.3M increase.
- Riversedge Advisors's biggest Q3 2026 reduction was Vanguard Morningstar Large-Cap ETF, cutting an estimated $50.6M.
- Riversedge Advisors fully exited Edison International in Q3 2026, selling an estimated $628K.
- Riversedge Advisors's ten largest holdings make up 53% of its $813M portfolio in Q3 2026.
- Riversedge Advisors opened 84 new positions and closed 32 in Q3 2026.
- Riversedge Advisors's portfolio value rose 7.1% quarter-over-quarter to $813M.
Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.