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RA
Riversedge Advisors Portfolio holdings
AUM
$813M
Turnover
29%
1-Year Est. Return
18.09%
This Fund
S&P 500
This Quarter
Est. Return
+9.18%
1 Year Est. Return
+18.09%
3 Year Est. Return
+71.28%
5 Year Est. Return
+57.74%
10 Year Est. Return
–
AUM
$511M
AUM Growth
+$62.9M
(+14%)
Cap. Flow
+$24.7M
Cap. Flow
% of AUM
4.83%
Top 10 Holdings %
Top 10 Hldgs %
62.93%
Holding
136
New
18
Increased
57
Reduced
46
Closed
10
Avg Time Held
2.1
years
Top 10 Avg Time Held
2.2
years
Top 20 Avg Time Held
3.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$27.9M |
| 2 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$6.27M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$4.09M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.96M |
| 5 |
Vanguard Morningstar Value ETF
VTV
|
+$2.71M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$12.9M |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$4.78M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.24M |
| 4 |
VictoryShares Small Cap Free Cash Flow ETF
SFLO
|
+$2.71M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
+$2.24M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 87.9% |
| 2 | Technology | 6.62% |
| 3 | Financials | 1.64% |
| 4 | Consumer Discretionary | 1.06% |
| 5 | Communication Services | 1.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
126
Ambev
ABEV
$50.3B
| $50.5K | 0.01% |
20,950
+1,556
| +8% | +$3.79K |
2025 Q1
1 quarter
|
|
127
ConocoPhillips
COP
$170B
| – | – |
-2,657
| Closed | -$279K | – |
|
128
Salesforce
CRM
$203B
| – | – |
-814
| Closed | -$218K | – |
|
129
Dimensional International Value ETF
DFIV
$21.8B
| – | – |
-23,393
| Closed | -$921K | – |
|
|
130
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.5B
| – | – |
-86,839
| Closed | -$4.78M | – |
|
131
JPMorgan Municipal ETF
JMUB
$8.59B
| – | – |
-24,582
| Closed | -$1.23M | – |
|
132
Novo Nordisk
NVO
$173B
| – | – |
-3,703
| Closed | -$257K | – |
|
133
Harbor International Compounders ETF
OSEA
$392M
| – | – |
-29,510
| Closed | -$783K | – |
|
|
134
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$833M
| – | – |
-110,540
| Closed | -$2.71M | – |
|
135
UnitedHealth
UNH
$365B
| – | – |
-558
| Closed | -$292K | – |
|
136
Vale
VALE
$55.4B
| – | – |
-10,557
| Closed | -$105K | – |
|
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Riversedge Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, Riversedge Advisors held 136 positions worth $511M, up 14% from $448M the previous quarter. Its ten largest holdings account for 63% of the portfolio.
Riversedge Advisors deployed $24.7M of net new capital in Q2 2025, opening 18 new positions and adding to 57 existing holdings. Its largest new stake was Vanguard S&P Small-Cap 600 Growth ETF: 4,877 shares worth $558K.
By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, down from 88% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Schwab US Large- Cap ETF, an estimated $12.9M trimmed.
- Riversedge Advisors's largest Q2 2025 buy was Vanguard S&P Small-Cap 600 Growth ETF: 4,877 shares worth $558K.
- Riversedge Advisors added most to Vanguard Morningstar Large-Cap ETF in Q2 2025, an estimated $27.9M increase.
- Riversedge Advisors's biggest Q2 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $12.9M.
- Riversedge Advisors fully exited iShares MSCI Emerging Markets ex China ETF in Q2 2025, selling an estimated $4.78M.
- Riversedge Advisors's ten largest holdings make up 63% of its $511M portfolio in Q2 2025.
- Riversedge Advisors opened 18 new positions and closed 10 in Q2 2025.
- Riversedge Advisors's portfolio value rose 14% quarter-over-quarter to $511M.
Based on Riversedge Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.