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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
+2.02%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$615M
AUM Growth
+$18.3M
Cap. Flow
+$9.68M
Cap. Flow %
1.57%
Top 10 Hldgs %
61.23%
Holding
238
New
40
Increased
107
Reduced
60
Closed
24

Top Buys

Rank Stock Value
1
VV icon
Vanguard Large-Cap ETF
VV
+$10.1M
2
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC
+$5.38M
3
BND icon
Vanguard Total Bond Market
BND
+$4.99M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.45M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.08M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$11.9M
2
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.39M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.23M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.42M

Sector Composition

Rank Sector Weight
1 Technology 8.83%
2 Financials 2.48%
3 Consumer Discretionary 1.79%
4 Communication Services 1.59%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
126
iShares Russell 1000 Growth ETF
IWF
$117B
$332K 0.05%
2,804
-412
-13% -$48.8K
TD icon
127
Toronto Dominion Bank
TD
$193B
$332K 0.05%
3,523
+173
+5% +$14.6K
ABNB icon
128
Airbnb
ABNB
$90.8B
$331K 0.05%
2,439
+449
+23% +$55.9K
VIG icon
129
Vanguard Dividend Appreciation ETF
VIG
$111B
$329K 0.05%
1,498
+4
+0.3% +$874
ACN icon
130
Accenture
ACN
$106B
$329K 0.05%
+1,225
New +$311K
TM icon
131
Toyota
TM
$228B
$320K 0.05%
1,494
+44
+3% +$8.93K
AME icon
132
Ametek
AME
$53.9B
$320K 0.05%
1,557
+11
+0.7% +$2.14K
MUFG icon
133
Mitsubishi UFJ Financial
MUFG
$247B
$315K 0.05%
19,876
+1,078
+6% +$16.7K
KO icon
134
Coca-Cola
KO
$383B
$314K 0.05%
4,487
+283
+7% +$19.7K
MEDP icon
135
Medpace
MEDP
$16.3B
$313K 0.05%
558
+132
+31% +$74.9K
EFA icon
136
iShares MSCI EAFE ETF
EFA
$76.4B
$310K 0.05%
3,225
– –
SONY icon
137
Sony
SONY
$137B
$310K 0.05%
12,096
+209
+2% +$5.87K
SNOW icon
138
Snowflake
SNOW
$98.1B
$308K 0.05%
1,405
+80
+6% +$19.5K
ORCL icon
139
Oracle
ORCL
$339B
$308K 0.05%
1,578
-127
-7% -$30.2K
PANW icon
140
Palo Alto Networks
PANW
$256B
$307K 0.05%
1,667
+385
+30% +$77.7K
TPL icon
141
Texas Pacific Land
TPL
$26.9B
$306K 0.05%
1,067
-91
-8% -$27.8K
BNY
142
Bank of New York Mellon
BNY
$103B
$306K 0.05%
2,633
+223
+9% +$24.7K
NTRA icon
143
Natera
NTRA
$36.4B
$304K 0.05%
+1,327
New +$277K
FTI icon
144
TechnipFMC
FTI
$28.6B
$301K 0.05%
6,765
+1,176
+21% +$49.7K
SCHE icon
145
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$298K 0.05%
9,091
-332
-4% -$11.1K
SPY icon
146
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$297K 0.05%
435
+1
+0.2% +$676
SAP icon
147
SAP
SAP
$215B
$296K 0.05%
1,219
-212
-15% -$54K
CRWD icon
148
CrowdStrike
CRWD
$183B
$295K 0.05%
2,516
+288
+13% +$36.7K
PSX icon
149
Phillips 66
PSX
$82.9B
$294K 0.05%
2,275
+722
+46% +$97.2K
ETN icon
150
Eaton
ETN
$141B
$292K 0.05%
917
+2
+0.2% +$709
4 5
6
7 8

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OM
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CFS
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IAS
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TVAMP
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RFM
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BCM
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MWA
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Riversedge Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Riversedge Advisors held 238 positions worth $615M, up 3.1% from $597M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Riversedge Advisors's Q4 2025 filing shows 40 new, 107 increased, 60 reduced and 24 closed positions. Its largest new stake was Grayscale CoinDesk Crypto 5 ETF: 112,313 shares worth $4.64M. The largest sale was Schwab US Large- Cap ETF, an estimated $11.9M.

By sector, the portfolio is most concentrated in Technology at 8.8% of assets, up from 8.4% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Riversedge Advisors's largest Q4 2025 buy was Grayscale CoinDesk Crypto 5 ETF: 112,313 shares worth $4.64M.
  • Riversedge Advisors added most to Vanguard Large-Cap ETF in Q4 2025, an estimated $10.1M increase.
  • Riversedge Advisors's biggest Q4 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $3.72M.
  • Riversedge Advisors fully exited Schwab US Large- Cap ETF in Q4 2025, selling an estimated $11.9M.
  • Riversedge Advisors's ten largest holdings make up 61% of its $615M portfolio in Q4 2025.
  • Riversedge Advisors opened 40 new positions and closed 24 in Q4 2025.
  • Riversedge Advisors's portfolio value rose 3.1% quarter-over-quarter to $615M.

Based on Riversedge Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.