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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
-0.62%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$618M
AUM Growth
+$2.7M
Cap. Flow
+$14.6M
Cap. Flow %
2.36%
Top 10 Hldgs %
57.93%
Holding
251
New
37
Increased
100
Reduced
68
Closed
35

Top Buys

Rank Stock Value
1
VTV icon
Vanguard Value ETF
VTV
+$63.9M
2
JBND icon
JPMorgan Active Bond ETF
JBND
+$12M
3
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$6.87M
4
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$6.66M
5
RAAX icon
VanEck Inflation Allocation ETF
RAAX
+$6.29M

Top Sells

Rank Stock Value
1
VV icon
Vanguard Large-Cap ETF
VV
+$36.4M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$21.5M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.44M
4
BND icon
Vanguard Total Bond Market
BND
+$8.55M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.28M

Sector Composition

Rank Sector Weight
1 Technology 7.81%
2 Financials 2.1%
3 Consumer Discretionary 1.74%
4 Healthcare 1.67%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
101
Intel
INTC
$413B
$439K 0.07%
9,944
-1,890
-16% -$86.6K
RY icon
102
Royal Bank of Canada
RY
$287B
$430K 0.07%
2,658
+21
+0.8% +$3.51K
VZ icon
103
Verizon
VZ
$197B
$426K 0.07%
+8,496
New +$394K
NEM icon
104
Newmont
NEM
$96.2B
$426K 0.07%
3,939
+135
+4% +$15.6K
MLI icon
105
Mueller Industries
MLI
$14.5B
$424K 0.07%
7,654
+42
+0.6% +$2.52K
HD icon
106
Home Depot
HD
$337B
$415K 0.07%
1,263
-156
-11% -$56.8K
PG icon
107
Procter & Gamble
PG
$340B
$410K 0.07%
+2,838
New +$430K
PSX icon
108
Phillips 66
PSX
$82.9B
$404K 0.07%
2,215
-60
-3% -$9.4K
GS icon
109
Goldman Sachs
GS
$289B
$399K 0.06%
472
+19
+4% +$16.9K
APH icon
110
Amphenol
APH
$185B
$392K 0.06%
3,102
+250
+9% +$35.2K
GD icon
111
General Dynamics
GD
$103B
$387K 0.06%
1,127
+1
+0.1% +$355
ABNB icon
112
Airbnb
ABNB
$90.8B
$385K 0.06%
3,049
+610
+25% +$79.3K
AME icon
113
Ametek
AME
$53.9B
$380K 0.06%
1,772
+215
+14% +$47.8K
BKNG icon
114
Booking.com
BKNG
$156B
$379K 0.06%
2,250
+375
+20% +$69K
SUB icon
115
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$376K 0.06%
3,531
-172
-5% -$18.4K
DAL icon
116
Delta Air Lines
DAL
$56.7B
$374K 0.06%
5,629
+1,557
+38% +$105K
PM icon
117
Philip Morris
PM
$309B
$372K 0.06%
2,249
+72
+3% +$12.5K
HIG icon
118
Hartford Financial Services
HIG
$39.9B
$359K 0.06%
2,653
+208
+9% +$28.4K
KO icon
119
Coca-Cola
KO
$383B
$356K 0.06%
4,688
+201
+4% +$15.2K
ETN icon
120
Eaton
ETN
$141B
$354K 0.06%
990
+73
+8% +$26K
PHM icon
121
Pultegroup
PHM
$25.2B
$350K 0.06%
2,979
+780
+35% +$99.9K
MUFG icon
122
Mitsubishi UFJ Financial
MUFG
$247B
$348K 0.06%
20,522
+646
+3% +$11.5K
ORCL icon
123
Oracle
ORCL
$339B
$348K 0.06%
2,363
+785
+50% +$128K
VLO icon
124
Valero Energy
VLO
$89.5B
$347K 0.06%
1,404
+22
+2% +$4.54K
NTRS icon
125
Northern Trust
NTRS
$21.8B
$347K 0.06%
2,484
+24
+1% +$3.45K
3 4
5
6 7

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Riversedge Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Riversedge Advisors held 251 positions worth $618M, up 0.44% from $615M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Riversedge Advisors's Q1 2026 filing shows 37 new, 100 increased, 68 reduced and 35 closed positions. Its largest new stake was JPMorgan Active Bond ETF: 221,434 shares worth $11.9M. The largest sale was Vanguard Large-Cap ETF, an estimated $36.4M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, down from 8.8% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Riversedge Advisors's largest Q1 2026 buy was JPMorgan Active Bond ETF: 221,434 shares worth $11.9M.
  • Riversedge Advisors added most to Vanguard Value ETF in Q1 2026, an estimated $63.9M increase.
  • Riversedge Advisors's biggest Q1 2026 reduction was Vanguard Large-Cap ETF, cutting an estimated $36.4M.
  • Riversedge Advisors fully exited Grayscale CoinDesk Crypto 5 ETF in Q1 2026, selling an estimated $4.64M.
  • Riversedge Advisors's ten largest holdings make up 58% of its $618M portfolio in Q1 2026.
  • Riversedge Advisors opened 37 new positions and closed 35 in Q1 2026.
  • Riversedge Advisors's portfolio value rose 0.44% quarter-over-quarter to $618M.

Based on Riversedge Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.