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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
+13.43%
1 Year Est. Return
+18.09%
3 Year Est. Return
+71.28%
5 Year Est. Return
+57.74%
10 Year Est. Return
–
AUM
$759M
AUM Growth
+$141M
(+23%)
Cap. Flow
+$67.3M
Cap. Flow
% of AUM
8.87%
Top 10 Holdings %
Top 10 Hldgs %
55.45%
Holding
328
New
112
Increased
144
Reduced
54
Closed
12
Avg Time Held Equity + Options
5
quarters
Top 10 Avg Time Held Equity + Options
10.2
quarters
Top 20 Avg Time Held Equity + Options
13.8
quarters
Avg Time Held Equity only
5.1
quarters
Top 10 Avg Time Held Equity only
10.2
quarters
Top 20 Avg Time Held Equity only
13.8
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$17.5M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$7.15M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$4.49M |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$2.94M |
| 5 |
NVIDIA
NVDA
|
+$1.19M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$7.25M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$801K |
| 3 |
Fidelity Enhanced Small Cap Core ETF
FESM
|
+$421K |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$343K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$292K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 74.73% |
| 2 | Technology | 11.46% |
| 3 | Financials | 3.17% |
| 4 | Consumer Discretionary | 2.14% |
| 5 | Healthcare | 2.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
Snowflake
SNOW
$127B
| $596K | 0.08% |
+2,341
| New | +$431K |
2026 Q2
0 quarters
|
|
102
Banco Santander
SAN
$195B
| $595K | 0.08% |
43,102
+13,815
| +47% | +$171K |
2023 Q4
10 quarters
|
|
103
Seagate
STX
$171B
| $593K | 0.08% |
+614
| New | +$468K |
2026 Q2
0 quarters
|
|
104
Abbott
ABT
$176B
| $572K | 0.08% |
6,299
+1,846
| +41% | +$168K |
2020 Q2
24 quarters
|
|
105
Fortinet
FTNT
$142B
| $570K | 0.08% |
3,709
+231
| +7% | +$26.7K |
2025 Q4
2 quarters
|
|
106
Lincoln Electric
LECO
$14.2B
| $563K | 0.07% |
2,122
-22
| -1% | -$5.76K |
2020 Q4
22 quarters
|
|
107
Waste Connections
WCN
$38.7B
| $556K | 0.07% |
+3,337
| New | +$528K |
2026 Q2
0 quarters
|
|
108
Carpenter Technology
CRS
$18.7B
| $550K | 0.07% |
+891
| New | +$420K |
2026 Q2
0 quarters
|
|
109
Mueller Industries
MLI
$13.5B
| $546K | 0.07% |
8,884
+1,230
| +16% | +$80.6K |
2025 Q3
3 quarters
|
|
110
Mitsubishi UFJ Financial
MUFG
$252B
| $535K | 0.07% |
26,910
+6,388
| +31% | +$120K |
2024 Q4
6 quarters
|
|
111
Devon Energy
DVN
$53.9B
| $534K | 0.07% |
12,935
+963
| +8% | +$44.6K |
2023 Q1
13 quarters
|
|
112
FedEx
FDX
$69.2B
| $532K | 0.07% |
1,699
+243
| +17% | +$88.3K |
2025 Q3
3 quarters
|
|
113
KLA
KLAC
$248B
| $530K | 0.07% |
1,756
+166
| +10% | +$33K |
2026 Q1
1 quarter
|
|
114
Applied Materials
AMAT
$395B
| $523K | 0.07% |
+723
| New | +$334K |
2026 Q2
0 quarters
|
|
115
JB Hunt Transport Services
JBHT
$21.4B
| $520K | 0.07% |
1,797
+740
| +70% | +$190K |
2025 Q4
2 quarters
|
|
116
General Mills
GIS
$17.5B
| $510K | 0.07% |
+14,653
| New | +$506K |
2026 Q2
0 quarters
|
|
117
Lockheed Martin
LMT
$118B
| $510K | 0.07% |
1,001
+221
| +28% | +$119K |
2025 Q4
2 quarters
|
|
118
IBM
IBM
$214B
| $506K | 0.07% |
1,799
+839
| +87% | +$211K |
2025 Q4
2 quarters
|
|
119
Ametek
AME
$57.3B
| $506K | 0.07% |
2,092
+320
| +18% | +$73.7K |
2025 Q3
3 quarters
|
|
120
Goldman Sachs
GS
$260B
| $499K | 0.07% |
494
+22
| +5% | +$21.4K |
2025 Q2
4 quarters
|
|
121
Blackrock
BLK
$168B
| $499K | 0.07% |
519
+190
| +58% | +$197K |
2025 Q3
3 quarters
|
|
122
Valero Energy
VLO
$126B
| $494K | 0.07% |
1,896
+492
| +35% | +$121K |
2025 Q3
3 quarters
|
|
123
Toronto Dominion Bank
TD
$190B
| $494K | 0.07% |
4,066
+465
| +13% | +$50.9K |
2025 Q2
4 quarters
|
|
124
Vertex Pharmaceuticals
VRTX
$129B
| $493K | 0.07% |
+993
| New | +$440K |
2026 Q2
0 quarters
|
|
125
Philip Morris
PM
$315B
| $491K | 0.06% |
2,716
+467
| +21% | +$81K |
2025 Q2
4 quarters
|
|
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Riversedge Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Riversedge Advisors held 328 positions worth $759M, up 23% from $618M the previous quarter. Its ten largest holdings account for 55% of the portfolio.
Riversedge Advisors deployed $67.3M of net new capital in Q2 2026, opening 112 new positions and adding to 144 existing holdings. Its largest new stake was Waste Connections: 3,337 shares worth $556K.
By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, down from 82% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $7.25M trimmed.
- Riversedge Advisors's largest Q2 2026 buy was Waste Connections: 3,337 shares worth $556K.
- Riversedge Advisors added most to Apple in Q2 2026, an estimated $17.5M increase.
- Riversedge Advisors's biggest Q2 2026 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $7.25M.
- Riversedge Advisors fully exited Intuit in Q2 2026, selling an estimated $255K.
- Riversedge Advisors's ten largest holdings make up 55% of its $759M portfolio in Q2 2026.
- Riversedge Advisors opened 112 new positions and closed 12 in Q2 2026.
- Riversedge Advisors's portfolio value rose 23% quarter-over-quarter to $759M.
Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.