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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
-0.62%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$618M
AUM Growth
+$2.7M
Cap. Flow
+$14.6M
Cap. Flow %
2.36%
Top 10 Hldgs %
57.93%
Holding
251
New
37
Increased
100
Reduced
68
Closed
35

Top Buys

Rank Stock Value
1
VTV icon
Vanguard Morningstar Value ETF
VTV
+$63.9M
2
JBND icon
JPMorgan Active Bond ETF
JBND
+$12M
3
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$6.87M
4
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$6.66M
5
RAAX icon
VanEck Inflation Allocation ETF
RAAX
+$6.29M

Top Sells

Rank Stock Value
1
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$36.4M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$21.5M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.44M
4
BND icon
Vanguard Total Bond Market
BND
+$8.55M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.28M

Sector Composition

Rank Sector Weight
1 Technology 7.81%
2 Financials 2.1%
3 Consumer Discretionary 1.74%
4 Healthcare 1.67%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNDK
126
Sandisk
SNDK
$150B
$345K 0.06%
543
-475
-47% -$268K
HAL icon
127
Halliburton
HAL
$26.1B
$343K 0.06%
8,806
+813
+10% +$28.1K
IEMG icon
128
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$338K 0.05%
4,842
-267
-5% -$19.3K
DHR icon
129
Danaher
DHR
$138B
$337K 0.05%
1,776
+687
+63% +$146K
TD icon
130
Toronto Dominion Bank
TD
$193B
$336K 0.05%
3,601
+78
+2% +$7.42K
USB icon
131
US Bancorp
USB
$97.9B
$334K 0.05%
6,423
+88
+1% +$4.84K
WDC icon
132
Western Digital
WDC
$159B
$334K 0.05%
1,234
-4
-0.3% -$1.04K
SAN icon
133
Banco Santander
SAN
$191B
$330K 0.05%
29,287
-139
-0.5% -$1.66K
SPY icon
134
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$329K 0.05%
506
+71
+16% +$48.3K
UI icon
135
Ubiquiti
UI
$31.6B
$328K 0.05%
415
+10
+2% +$6.79K
UNH icon
136
UnitedHealth
UNH
$382B
$328K 0.05%
1,211
-31
-2% -$9.23K
SYF icon
137
Synchrony
SYF
$24.4B
$326K 0.05%
4,790
-834
-15% -$60.6K
VIG icon
138
Vanguard Dividend Appreciation ETF
VIG
$111B
$322K 0.05%
1,498
– –
COP icon
139
ConocoPhillips
COP
$144B
$321K 0.05%
2,434
+55
+2% +$6.09K
CIEN icon
140
Ciena
CIEN
$46.8B
$320K 0.05%
+824
New +$252K
TM icon
141
Toyota
TM
$228B
$318K 0.05%
1,544
+50
+3% +$11.3K
BLK icon
142
Blackrock
BLK
$167B
$316K 0.05%
329
+109
+50% +$115K
BHP icon
143
BHP
BHP
$211B
$316K 0.05%
4,347
+576
+15% +$40.7K
UAL icon
144
United Airlines
UAL
$38.8B
$316K 0.05%
3,430
+58
+2% +$6.08K
COF icon
145
Capital One
COF
$128B
$315K 0.05%
1,729
-1,376
-44% -$288K
BNY
146
Bank of New York Mellon
BNY
$103B
$314K 0.05%
2,646
+13
+0.5% +$1.55K
EFA icon
147
iShares MSCI EAFE ETF
EFA
$76.4B
$313K 0.05%
3,225
– –
MAR icon
148
Marriott International
MAR
$100B
$301K 0.05%
919
-230
-20% -$75.6K
MRSH
149
Marsh
MRSH
$94.3B
$295K 0.05%
+1,698
New +$305K
LIN icon
150
Linde
LIN
$236B
$287K 0.05%
+578
New +$273K
4 5
6
7 8

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Riversedge Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Riversedge Advisors held 251 positions worth $618M, up 0.44% from $615M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Riversedge Advisors's Q1 2026 filing shows 37 new, 100 increased, 68 reduced and 35 closed positions. Its largest new stake was JPMorgan Active Bond ETF: 221,434 shares worth $11.9M. The largest sale was Vanguard Morningstar Large-Cap ETF, an estimated $36.4M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, down from 8.8% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Riversedge Advisors's largest Q1 2026 buy was JPMorgan Active Bond ETF: 221,434 shares worth $11.9M.
  • Riversedge Advisors added most to Vanguard Morningstar Value ETF in Q1 2026, an estimated $63.9M increase.
  • Riversedge Advisors's biggest Q1 2026 reduction was Vanguard Morningstar Large-Cap ETF, cutting an estimated $36.4M.
  • Riversedge Advisors fully exited Grayscale CoinDesk Crypto 5 ETF in Q1 2026, selling an estimated $4.64M.
  • Riversedge Advisors's ten largest holdings make up 58% of its $618M portfolio in Q1 2026.
  • Riversedge Advisors opened 37 new positions and closed 35 in Q1 2026.
  • Riversedge Advisors's portfolio value rose 0.44% quarter-over-quarter to $618M.

Based on Riversedge Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.