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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
+8.04%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$597M
AUM Growth
+$85.4M
Cap. Flow
+$46.2M
Cap. Flow %
7.74%
Top 10 Hldgs %
59.2%
Holding
200
New
74
Increased
93
Reduced
27
Closed
2

Top Buys

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$6.97M
2
VV icon
Vanguard Large-Cap ETF
VV
+$4.08M
3
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3M
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.34M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.33M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.13M
2
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.18M
3
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$577K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$513K

Sector Composition

Rank Sector Weight
1 Technology 8.35%
2 Financials 2.34%
3 Consumer Discretionary 1.72%
4 Communication Services 1.47%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNOW icon
126
Snowflake
SNOW
$98.1B
$299K 0.05%
+1,325
New +$285K
SAN icon
127
Banco Santander
SAN
$191B
$298K 0.05%
28,439
+2,940
+12% +$27.4K
CB icon
128
Chubb
CB
$140B
$295K 0.05%
+1,044
New +$287K
HCA icon
129
HCA Healthcare
HCA
$90.6B
$292K 0.05%
+685
New +$265K
MAR icon
130
Marriott International
MAR
$100B
$291K 0.05%
1,116
+7
+0.6% +$1.88K
AME icon
131
Ametek
AME
$53.9B
$291K 0.05%
+1,546
New +$284K
LRCX icon
132
Lam Research
LRCX
$316B
$289K 0.05%
+2,162
New +$229K
SPY icon
133
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$289K 0.05%
434
+1
+0.2% +$641
UBER icon
134
Uber
UBER
$145B
$283K 0.05%
+2,889
New +$270K
OTIS icon
135
Otis Worldwide
OTIS
$27.9B
$280K 0.05%
+3,062
New +$278K
KO icon
136
Coca-Cola
KO
$383B
$279K 0.05%
4,204
-58
-1% -$3.99K
TM icon
137
Toyota
TM
$228B
$277K 0.05%
1,450
+242
+20% +$45.6K
UL icon
138
Unilever
UL
$142B
$276K 0.05%
4,142
+208
+5% +$14.4K
CRWD icon
139
CrowdStrike
CRWD
$183B
$273K 0.05%
+2,228
New +$253K
INTU icon
140
Intuit
INTU
$91.1B
$269K 0.05%
394
+32
+9% +$23.1K
TD icon
141
Toronto Dominion Bank
TD
$193B
$268K 0.04%
3,350
+356
+12% +$26.7K
LYFT icon
142
Lyft
LYFT
$5.86B
$267K 0.04%
+12,127
New +$203K
UI icon
143
Ubiquiti
UI
$31.6B
$267K 0.04%
+404
New +$202K
UAL icon
144
United Airlines
UAL
$38.8B
$267K 0.04%
+2,762
New +$266K
SCHW
145
Charles Schwab
SCHW
$182B
$263K 0.04%
+2,758
New +$262K
BNY
146
Bank of New York Mellon
BNY
$103B
$263K 0.04%
+2,410
New +$246K
AZO icon
147
AutoZone
AZO
$51.3B
$262K 0.04%
+61
New +$245K
PANW icon
148
Palo Alto Networks
PANW
$256B
$261K 0.04%
+1,282
New +$245K
FDX icon
149
FedEx
FDX
$73B
$257K 0.04%
+1,089
New +$251K
PCG icon
150
PG&E
PCG
$39B
$254K 0.04%
+16,874
New +$246K
4 5
6
7 8

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SIG
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OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
CFS
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IAS
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TVAMP
Tennessee Valley Asset Management Partners Knoxville, Tennessee $757M AUM 14.19% 1-Year Est. Return
RFM
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BCM
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MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return

Riversedge Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Riversedge Advisors held 200 positions worth $597M, up 17% from $511M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Riversedge Advisors deployed $46.2M of net new capital in Q3 2025, opening 74 new positions and adding to 93 existing holdings. Its largest new stake was Grayscale Ethereum Staking Mini ETF Shares: 36,250 shares worth $1.42M.

By sector, the portfolio is most concentrated in Technology at 8.4% of assets, up from 6.6% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Schwab US Large- Cap ETF, an estimated $3.13M trimmed.

  • Riversedge Advisors's largest Q3 2025 buy was Grayscale Ethereum Staking Mini ETF Shares: 36,250 shares worth $1.42M.
  • Riversedge Advisors added most to Grayscale Bitcoin Mini Trust ETF in Q3 2025, an estimated $6.97M increase.
  • Riversedge Advisors's biggest Q3 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $3.13M.
  • Riversedge Advisors fully exited Schwab US Large-Cap Growth ETF in Q3 2025, selling an estimated $222K.
  • Riversedge Advisors's ten largest holdings make up 59% of its $597M portfolio in Q3 2025.
  • Riversedge Advisors opened 74 new positions and closed 2 in Q3 2025.
  • Riversedge Advisors's portfolio value rose 17% quarter-over-quarter to $597M.

Based on Riversedge Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.