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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
+9.18%
1 Year Est. Return
+18.09%
3 Year Est. Return
+71.28%
5 Year Est. Return
+57.74%
10 Year Est. Return
–
AUM
$511M
AUM Growth
+$62.9M
(+14%)
Cap. Flow
+$24.7M
Cap. Flow
% of AUM
4.83%
Top 10 Holdings %
Top 10 Hldgs %
62.93%
Holding
136
New
18
Increased
57
Reduced
46
Closed
10
Avg Time Held
8.4
quarters
Top 10 Avg Time Held
8.6
quarters
Top 20 Avg Time Held
13
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$27.9M |
| 2 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$6.27M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$4.09M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.96M |
| 5 |
Vanguard Morningstar Value ETF
VTV
|
+$2.71M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$12.9M |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$4.78M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.24M |
| 4 |
VictoryShares Small Cap Free Cash Flow ETF
SFLO
|
+$2.71M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
101
Goldman Sachs
GS
$260B
| $258K | 0.05% |
+365
| New | +$212K |
2025 Q2
0 quarters
|
|
102
Devon Energy
DVN
$53.9B
| $253K | 0.05% |
7,962
-2,666
| -25% | -$84.9K |
2023 Q1
9 quarters
|
|
103
O'Reilly Automotive
ORLY
$70.1B
| $252K | 0.05% |
2,797
+7
| +0.3% | +$638 |
2024 Q4
2 quarters
|
|
104
Vanguard Morningstar Mid-Cap ETF
VO
$107B
| $247K | 0.05% |
+3,536
| New | +$232K |
2025 Q2
0 quarters
|
|
105
ICICI Bank
IBN
$101B
| $246K | 0.05% |
+7,309
| New | +$242K |
2025 Q2
0 quarters
|
|
106
Philip Morris
PM
$315B
| $242K | 0.05% |
+1,327
| New | +$228K |
2025 Q2
0 quarters
|
|
107
Travelers Companies
TRV
$77.5B
| $236K | 0.05% |
+884
| New | +$233K |
2025 Q2
0 quarters
|
|
108
Bristol-Myers Squibb
BMY
$118B
| $235K | 0.05% |
5,066
-369
| -7% | -$18.1K |
2024 Q3
3 quarters
|
|
109
Bitwise Bitcoin ETF
BITB
$3.06B
| $230K | 0.05% |
+3,925
| New | +$211K |
2025 Q2
0 quarters
|
|
110
Linde
LIN
$225B
| $229K | 0.04% |
488
+5
| +1% | +$2.28K |
2025 Q1
1 quarter
|
|
111
Eli Lilly
LLY
$1.05T
| $228K | 0.04% |
293
-82
| -22% | -$63.7K |
2025 Q1
1 quarter
|
|
112
Adobe
ADBE
$92.7B
| $224K | 0.04% |
578
+39
| +7% | +$15K |
2025 Q1
1 quarter
|
|
113
Schwab US Large-Cap Growth ETF
SCHG
$65.3B
| $222K | 0.04% |
+7,616
| New | +$201K |
2025 Q2
0 quarters
|
|
114
Mitsubishi UFJ Financial
MUFG
$252B
| $221K | 0.04% |
16,073
+1,832
| +13% | +$23.7K |
2024 Q4
2 quarters
|
|
115
ServiceNow
NOW
$145B
| $220K | 0.04% |
+1,070
| New | +$202K |
2025 Q2
0 quarters
|
|
116
Toronto Dominion Bank
TD
$190B
| $220K | 0.04% |
+2,994
| New | +$195K |
2025 Q2
0 quarters
|
|
117
Axon Enterprise
AXON
$33.7B
| $213K | 0.04% |
+257
| New | +$175K |
2025 Q2
0 quarters
|
|
118
Banco Santander
SAN
$195B
| $212K | 0.04% |
25,499
+3,556
| +16% | +$26.5K |
2023 Q4
6 quarters
|
|
119
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.6B
| $211K | 0.04% |
+741
| New | +$191K |
2025 Q2
0 quarters
|
|
120
Toyota
TM
$219B
| $208K | 0.04% |
1,208
-57
| -5% | -$10.3K |
2025 Q1
1 quarter
|
|
121
Genuine Parts
GPC
$17.9B
| $205K | 0.04% |
1,688
| – | – |
2025 Q1
1 quarter
|
|
122
Vanguard Dividend Appreciation ETF
VIG
$112B
| $200K | 0.04% |
+979
| New | +$190K |
2025 Q2
0 quarters
|
|
123
Lloyds Banking Group
LYG
$78.3B
| $109K | 0.02% |
25,680
+2,433
| +10% | +$9.67K |
2023 Q4
6 quarters
|
|
124
Mizuho Financial
MFG
$128B
| $94.3K | 0.02% |
16,962
-1,285
| -7% | -$6.67K |
2024 Q2
4 quarters
|
|
125
Banco Bradesco
BBD
$45.3B
| $86.2K | 0.02% |
27,901
+3,317
| +13% | +$8.72K |
2025 Q1
1 quarter
|
|
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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.