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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
+13.43%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$759M
AUM Growth
+$141M
Cap. Flow
+$67.3M
Cap. Flow %
8.87%
Top 10 Hldgs %
55.45%
Holding
328
New
112
Increased
144
Reduced
54
Closed
12

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$17.5M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.15M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$4.49M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$2.94M
5
NVDA icon
NVIDIA
NVDA
+$1.19M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$7.25M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$801K
3
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$421K
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$343K
5
IEFA icon
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
VIK icon
126
Viking Holdings
VIK
$37.6B
$489K 0.06%
+4,671
New +$404K
TPL icon
127
Texas Pacific Land
TPL
$24.3B
$486K 0.06%
1,111
+44
+4% +$17.8K
NTRS icon
128
Northern Trust
NTRS
$32.5B
$479K 0.06%
2,753
+269
+11% +$44.3K
TER icon
129
Teradyne
TER
$58.1B
$475K 0.06%
982
+286
+41% +$108K
SHEL icon
130
Shell
SHEL
$270B
$472K 0.06%
6,083
+1,202
+25% +$104K
KO icon
131
Coca-Cola
KO
$380B
$465K 0.06%
5,728
+1,040
+22% +$82.1K
CMI icon
132
Cummins
CMI
$73.3B
$465K 0.06%
652
+196
+43% +$129K
AON icon
133
Aon
AON
$62.7B
$461K 0.06%
+1,390
New +$448K
PNC icon
134
PNC Financial Services
PNC
$93B
$461K 0.06%
+1,872
New +$419K
FCX icon
135
Freeport-McMoran
FCX
$103B
$457K 0.06%
7,264
+3,317
+84% +$213K
FTI icon
136
TechnipFMC
FTI
$28.2B
$455K 0.06%
6,865
+67
+1% +$4.74K
ORCL icon
137
Oracle
ORCL
$446B
$446K 0.06%
3,046
+683
+29% +$124K
BHP icon
138
BHP
BHP
$219B
$445K 0.06%
5,342
+995
+23% +$82.6K
SHM icon
139
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.49B
$441K 0.06%
9,185
-522
-5% -$25K
ES icon
140
Eversource Energy
ES
$25.5B
$439K 0.06%
+6,081
New +$421K
CIEN icon
141
Ciena
CIEN
$49.5B
$433K 0.06%
882
+58
+7% +$29.6K
AZN icon
142
AstraZeneca
AZN
$258B
$432K 0.06%
2,280
-483
-17% -$90.8K
WFC icon
143
Wells Fargo
WFC
$260B
$431K 0.06%
+5,219
New +$419K
PANW icon
144
Palo Alto Networks
PANW
$297B
$428K 0.06%
+1,254
New +$287K
BNY
145
Bank of New York Mellon
BNY
$104B
$426K 0.06%
2,943
+297
+11% +$40.6K
EOG icon
146
EOG Resources
EOG
$75.7B
$425K 0.06%
+3,275
New +$446K
NTRA icon
147
Natera
NTRA
$53.2B
$419K 0.06%
1,542
+292
+23% +$62.3K
BA icon
148
Boeing
BA
$157B
$417K 0.06%
+1,928
New +$429K
CAT icon
149
Caterpillar
CAT
$372B
$415K 0.05%
390
+10
+3% +$8.79K
ETN icon
150
Eaton
ETN
$165B
$415K 0.05%
974
-16
-2% -$6.45K
4 5
6
7 8

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AMPWP
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KFAS
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FCM
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NWM
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HGWM
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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.