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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
+8.04%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$597M
AUM Growth
+$85.4M
Cap. Flow
+$46.2M
Cap. Flow %
7.74%
Top 10 Hldgs %
59.2%
Holding
200
New
74
Increased
93
Reduced
27
Closed
2

Top Buys

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$6.97M
2
VV icon
Vanguard Large-Cap ETF
VV
+$4.08M
3
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3M
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.34M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.33M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.13M
2
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.18M
3
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$577K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$513K

Sector Composition

Rank Sector Weight
1 Technology 8.35%
2 Financials 2.34%
3 Consumer Discretionary 1.72%
4 Communication Services 1.47%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
101
Philip Morris
PM
$309B
$360K 0.06%
2,221
+894
+67% +$150K
LLY icon
102
Eli Lilly
LLY
$1.08T
$360K 0.06%
472
+179
+61% +$133K
TPL icon
103
Texas Pacific Land
TPL
$26.9B
$360K 0.06%
1,158
+87
+8% +$27.4K
PEP icon
104
PepsiCo
PEP
$196B
$351K 0.06%
+2,497
New +$357K
GD icon
105
General Dynamics
GD
$103B
$350K 0.06%
+1,027
New +$324K
ETN icon
106
Eaton
ETN
$141B
$342K 0.06%
915
+123
+16% +$44.7K
SONY icon
107
Sony
SONY
$137B
$342K 0.06%
11,887
+1,052
+10% +$28.3K
APH icon
108
Amphenol
APH
$185B
$339K 0.06%
+2,741
New +$301K
IEMG icon
109
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$337K 0.06%
5,107
-21
-0.4% -$1.31K
VO icon
110
Vanguard Mid-Cap ETF
VO
$106B
$335K 0.06%
4,568
+1,032
+29% +$74.1K
MU icon
111
Micron Technology
MU
$835B
$335K 0.06%
+2,002
New +$256K
PNC icon
112
PNC Financial Services
PNC
$99.1B
$334K 0.06%
+1,660
New +$328K
BITB icon
113
Bitwise Bitcoin ETF
BITB
$2.44B
$329K 0.06%
5,282
+1,357
+35% +$84.5K
HURN icon
114
Huron Consulting
HURN
$2.76B
$328K 0.06%
2,234
– –
MLI icon
115
Mueller Industries
MLI
$14.5B
$328K 0.05%
+6,484
New +$298K
SHEL icon
116
Shell
SHEL
$244B
$326K 0.05%
4,560
+584
+15% +$42.1K
BX icon
117
Blackstone
BX
$104B
$324K 0.05%
1,894
+153
+9% +$26.2K
VIG icon
118
Vanguard Dividend Appreciation ETF
VIG
$111B
$322K 0.05%
1,494
+515
+53% +$108K
SCHE icon
119
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$314K 0.05%
9,423
-352
-4% -$11.1K
CEG icon
120
Constellation Energy
CEG
$92.1B
$312K 0.05%
949
+14
+1% +$4.52K
ADP icon
121
Automatic Data Processing
ADP
$109B
$308K 0.05%
1,050
+17
+2% +$5.12K
HIG icon
122
Hartford Financial Services
HIG
$39.9B
$308K 0.05%
2,307
+249
+12% +$31.9K
GEV icon
123
GE Vernova
GEV
$240B
$303K 0.05%
+493
New +$299K
EFA icon
124
iShares MSCI EAFE ETF
EFA
$76.4B
$301K 0.05%
3,225
– –
MUFG icon
125
Mitsubishi UFJ Financial
MUFG
$247B
$300K 0.05%
18,798
+2,725
+17% +$40.3K
3 4
5
6 7

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OM
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CFS
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IAS
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TVAMP
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RFM
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BCM
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MWA
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Riversedge Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Riversedge Advisors held 200 positions worth $597M, up 17% from $511M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Riversedge Advisors deployed $46.2M of net new capital in Q3 2025, opening 74 new positions and adding to 93 existing holdings. Its largest new stake was Grayscale Ethereum Staking Mini ETF Shares: 36,250 shares worth $1.42M.

By sector, the portfolio is most concentrated in Technology at 8.4% of assets, up from 6.6% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Schwab US Large- Cap ETF, an estimated $3.13M trimmed.

  • Riversedge Advisors's largest Q3 2025 buy was Grayscale Ethereum Staking Mini ETF Shares: 36,250 shares worth $1.42M.
  • Riversedge Advisors added most to Grayscale Bitcoin Mini Trust ETF in Q3 2025, an estimated $6.97M increase.
  • Riversedge Advisors's biggest Q3 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $3.13M.
  • Riversedge Advisors fully exited Schwab US Large-Cap Growth ETF in Q3 2025, selling an estimated $222K.
  • Riversedge Advisors's ten largest holdings make up 59% of its $597M portfolio in Q3 2025.
  • Riversedge Advisors opened 74 new positions and closed 2 in Q3 2025.
  • Riversedge Advisors's portfolio value rose 17% quarter-over-quarter to $597M.

Based on Riversedge Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.