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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
+9.18%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$511M
AUM Growth
+$62.9M
Cap. Flow
+$24.7M
Cap. Flow %
4.83%
Top 10 Hldgs %
62.93%
Holding
136
New
18
Increased
57
Reduced
46
Closed
10

Top Buys

Rank Stock Value
1
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$27.9M
2
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$6.27M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.09M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.96M
5
VTV icon
Vanguard Morningstar Value ETF
VTV
+$2.71M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$12.9M
2
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$4.78M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.24M
4
SFLO icon
VictoryShares Small Cap Free Cash Flow ETF
SFLO
+$2.71M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.24M

Sector Composition

Rank Sector Weight
1 Miscellaneous 87.9%
2 Technology 6.62%
3 Financials 1.64%
4 Consumer Discretionary 1.06%
5 Communication Services 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
101
Goldman Sachs
GS
$303B
$258K 0.05%
+365
New +$212K
DVN icon
102
Devon Energy
DVN
$51.8B
$253K 0.05%
7,962
-2,666
-25% -$84.9K
ORLY icon
103
O'Reilly Automotive
ORLY
$71.1B
$252K 0.05%
2,797
+7
+0.3% +$638
VO icon
104
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$247K 0.05%
+3,536
New +$232K
IBN icon
105
ICICI Bank
IBN
$107B
$246K 0.05%
+7,309
New +$242K
PM icon
106
Philip Morris
PM
$297B
$242K 0.05%
+1,327
New +$228K
TRV icon
107
Travelers Companies
TRV
$77B
$236K 0.05%
+884
New +$233K
BMY icon
108
Bristol-Myers Squibb
BMY
$137B
$235K 0.05%
5,066
-369
-7% -$18.1K
BITB icon
109
Bitwise Bitcoin ETF
BITB
$2.96B
$230K 0.05%
+3,925
New +$211K
LIN icon
110
Linde
LIN
$224B
$229K 0.04%
488
+5
+1% +$2.28K
LLY icon
111
Eli Lilly
LLY
$1.05T
$228K 0.04%
293
-82
-22% -$63.7K
ADBE icon
112
Adobe
ADBE
$115B
$224K 0.04%
578
+39
+7% +$15K
SCHG icon
113
Schwab US Large-Cap Growth ETF
SCHG
$63.2B
$222K 0.04%
+7,616
New +$201K
MUFG icon
114
Mitsubishi UFJ Financial
MUFG
$253B
$221K 0.04%
16,073
+1,832
+13% +$23.7K
NOW icon
115
ServiceNow
NOW
$143B
$220K 0.04%
+1,070
New +$202K
TD icon
116
Toronto Dominion Bank
TD
$200B
$220K 0.04%
+2,994
New +$195K
AXON
117
Axon Enterprise
AXON
$49.7B
$213K 0.04%
+257
New +$175K
SAN icon
118
Banco Santander
SAN
$212B
$212K 0.04%
25,499
+3,556
+16% +$26.5K
VOT icon
119
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
$211K 0.04%
+741
New +$191K
TM icon
120
Toyota
TM
$227B
$208K 0.04%
1,208
-57
-5% -$10.3K
GPC icon
121
Genuine Parts
GPC
$18.8B
$205K 0.04%
1,688
– –
VIG icon
122
Vanguard Dividend Appreciation ETF
VIG
$113B
$200K 0.04%
+979
New +$190K
LYG icon
123
Lloyds Banking Group
LYG
$85.7B
$109K 0.02%
25,680
+2,433
+10% +$9.67K
MFG icon
124
Mizuho Financial
MFG
$127B
$94.3K 0.02%
16,962
-1,285
-7% -$6.67K
BBD icon
125
Banco Bradesco
BBD
$34.2B
$86.2K 0.02%
27,901
+3,317
+13% +$8.72K
2 3 4
5
6

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AMPWP
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KFAS
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FCM
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NWM
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HGWM
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Riversedge Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Riversedge Advisors held 136 positions worth $511M, up 14% from $448M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Riversedge Advisors deployed $24.7M of net new capital in Q2 2025, opening 18 new positions and adding to 57 existing holdings. Its largest new stake was Vanguard S&P Small-Cap 600 Growth ETF: 4,877 shares worth $558K.

By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, down from 88% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Schwab US Large- Cap ETF, an estimated $12.9M trimmed.

  • Riversedge Advisors's largest Q2 2025 buy was Vanguard S&P Small-Cap 600 Growth ETF: 4,877 shares worth $558K.
  • Riversedge Advisors added most to Vanguard Morningstar Large-Cap ETF in Q2 2025, an estimated $27.9M increase.
  • Riversedge Advisors's biggest Q2 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $12.9M.
  • Riversedge Advisors fully exited iShares MSCI Emerging Markets ex China ETF in Q2 2025, selling an estimated $4.78M.
  • Riversedge Advisors's ten largest holdings make up 63% of its $511M portfolio in Q2 2025.
  • Riversedge Advisors opened 18 new positions and closed 10 in Q2 2025.
  • Riversedge Advisors's portfolio value rose 14% quarter-over-quarter to $511M.

Based on Riversedge Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.