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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
+9.18%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
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
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 | |
|---|---|---|---|---|---|---|
126
Ambev
ABEV
$44.4B
| $50.5K | 0.01% |
20,950
+1,556
| +8% | +$3.79K |
|
127
ConocoPhillips
COP
$156B
| – | – |
-2,657
| Closed | -$279K |
|
128
Salesforce
CRM
$206B
| – | – |
-814
| Closed | -$218K |
|
129
Dimensional International Value ETF
DFIV
$21.9B
| – | – |
-23,393
| Closed | -$921K |
|
|
130
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.1B
| – | – |
-86,839
| Closed | -$4.78M |
|
131
JPMorgan Municipal ETF
JMUB
$8.75B
| – | – |
-24,582
| Closed | -$1.23M |
|
|
NVO
132
Novo Nordisk
NVO
$205B
| – | – |
-3,703
| Closed | -$257K |
|
133
Harbor International Compounders ETF
OSEA
$445M
| – | – |
-29,510
| Closed | -$783K |
|
|
134
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$761M
| – | – |
-110,540
| Closed | -$2.71M |
|
135
UnitedHealth
UNH
$355B
| – | – |
-558
| Closed | -$292K |
|
136
Vale
VALE
$65.2B
| – | – |
-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.