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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
+2.02%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$615M
AUM Growth
+$18.3M
Cap. Flow
+$9.68M
Cap. Flow %
1.57%
Top 10 Hldgs %
61.23%
Holding
238
New
40
Increased
107
Reduced
60
Closed
24

Top Buys

Rank Stock Value
1
VV icon
Vanguard Large-Cap ETF
VV
+$10.1M
2
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC
+$5.38M
3
BND icon
Vanguard Total Bond Market
BND
+$4.99M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.45M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.08M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$11.9M
2
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.39M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.23M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.42M

Sector Composition

Rank Sector Weight
1 Technology 8.83%
2 Financials 2.48%
3 Consumer Discretionary 1.79%
4 Communication Services 1.59%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EIX icon
101
Edison International
EIX
$30.3B
$393K 0.06%
+6,555
New +$376K
HURN icon
102
Huron Consulting
HURN
$2.76B
$386K 0.06%
2,235
+1
+0% +$164
APH icon
103
Amphenol
APH
$185B
$385K 0.06%
2,852
+111
+4% +$14.8K
NEM icon
104
Newmont
NEM
$96.2B
$380K 0.06%
3,804
+951
+33% +$85.9K
GD icon
105
General Dynamics
GD
$103B
$379K 0.06%
1,126
+99
+10% +$33.8K
UAL icon
106
United Airlines
UAL
$38.8B
$377K 0.06%
3,372
+610
+22% +$61.6K
LMT icon
107
Lockheed Martin
LMT
$131B
$373K 0.06%
+772
New +$369K
MAR icon
108
Marriott International
MAR
$100B
$357K 0.06%
1,149
+33
+3% +$9.43K
PCG icon
109
PG&E
PCG
$39B
$356K 0.06%
22,125
+5,251
+31% +$83.9K
BX icon
110
Blackstone
BX
$104B
$352K 0.06%
2,287
+393
+21% +$59.7K
ZM icon
111
Zoom
ZM
$27.1B
$352K 0.06%
+4,081
New +$344K
PM icon
112
Philip Morris
PM
$309B
$349K 0.06%
2,177
-44
-2% -$6.82K
SHEL icon
113
Shell
SHEL
$244B
$349K 0.06%
4,746
+186
+4% +$13.7K
SAN icon
114
Banco Santander
SAN
$191B
$345K 0.06%
29,426
+987
+3% +$10.5K
FIX icon
115
Comfort Systems
FIX
$53.5B
$343K 0.06%
368
+106
+40% +$97.9K
IEMG icon
116
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$343K 0.06%
5,109
+2
+0% +$134
TEAM icon
117
Atlassian
TEAM
$26.5B
$343K 0.06%
+2,115
New +$332K
T icon
118
AT&T
T
$164B
$339K 0.06%
13,653
-900
-6% -$22.8K
CEG icon
119
Constellation Energy
CEG
$92.1B
$339K 0.06%
959
+10
+1% +$3.63K
USB icon
120
US Bancorp
USB
$97.9B
$338K 0.06%
+6,335
New +$312K
DHI icon
121
D.R. Horton
DHI
$41.2B
$337K 0.05%
2,342
+1,005
+75% +$153K
HIG icon
122
Hartford Financial Services
HIG
$39.9B
$337K 0.05%
2,445
+138
+6% +$18.2K
FOXA icon
123
Fox Class A
FOXA
$24.8B
$337K 0.05%
4,610
+657
+17% +$42.9K
NTRS icon
124
Northern Trust
NTRS
$21.8B
$336K 0.05%
2,460
+719
+41% +$94.4K
ANET icon
125
Arista Networks
ANET
$199B
$332K 0.05%
2,535
+796
+46% +$110K
3 4
5
6 7

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TVAMP
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RFM
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Riversedge Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Riversedge Advisors held 238 positions worth $615M, up 3.1% from $597M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Riversedge Advisors's Q4 2025 filing shows 40 new, 107 increased, 60 reduced and 24 closed positions. Its largest new stake was Grayscale CoinDesk Crypto 5 ETF: 112,313 shares worth $4.64M. The largest sale was Schwab US Large- Cap ETF, an estimated $11.9M.

By sector, the portfolio is most concentrated in Technology at 8.8% of assets, up from 8.4% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Riversedge Advisors's largest Q4 2025 buy was Grayscale CoinDesk Crypto 5 ETF: 112,313 shares worth $4.64M.
  • Riversedge Advisors added most to Vanguard Large-Cap ETF in Q4 2025, an estimated $10.1M increase.
  • Riversedge Advisors's biggest Q4 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $3.72M.
  • Riversedge Advisors fully exited Schwab US Large- Cap ETF in Q4 2025, selling an estimated $11.9M.
  • Riversedge Advisors's ten largest holdings make up 61% of its $615M portfolio in Q4 2025.
  • Riversedge Advisors opened 40 new positions and closed 24 in Q4 2025.
  • Riversedge Advisors's portfolio value rose 3.1% quarter-over-quarter to $615M.

Based on Riversedge Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.