RA
Riversedge Advisors Portfolio holdings
AUM
$813M
Turnover
29%
1-Year Est. Return
18.09%
This Fund
S&P 500
This Quarter
Est. Return
+13.43%
1 Year Est. Return
+18.09%
3 Year Est. Return
+71.28%
5 Year Est. Return
+57.74%
10 Year Est. Return
–
AUM
$759M
AUM Growth
+$141M
(+23%)
Cap. Flow
+$67.3M
Cap. Flow
% of AUM
8.87%
Top 10 Holdings %
Top 10 Hldgs %
55.45%
Holding
328
New
112
Increased
144
Reduced
54
Closed
12
Avg Time Held Equity + Options
1.3
years
Top 10 Avg Time Held Equity + Options
2.6
years
Top 20 Avg Time Held Equity + Options
3.5
years
Avg Time Held Equity only
1.3
years
Top 10 Avg Time Held Equity only
2.6
years
Top 20 Avg Time Held Equity only
3.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$17.5M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$7.15M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$4.49M |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$2.94M |
| 5 |
NVIDIA
NVDA
|
+$1.19M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$7.25M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$801K |
| 3 |
Fidelity Enhanced Small Cap Core ETF
FESM
|
+$421K |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$343K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$292K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 74.73% |
| 2 | Technology | 11.46% |
| 3 | Financials | 3.17% |
| 4 | Consumer Discretionary | 2.14% |
| 5 | Healthcare | 2.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
126
Viking Holdings
VIK
$36.8B
| $489K | 0.06% |
+4,671
| New | +$404K |
2026 Q2
0 quarters
|
|
127
Texas Pacific Land
TPL
$24.4B
| $486K | 0.06% |
1,111
+44
| +4% | +$17.8K |
2024 Q1
9 quarters
|
|
128
Northern Trust
NTRS
$29.5B
| $479K | 0.06% |
2,753
+269
| +11% | +$44.3K |
2025 Q3
3 quarters
|
|
129
Teradyne
TER
$56B
| $475K | 0.06% |
982
+286
| +41% | +$108K |
2026 Q1
1 quarter
|
|
130
Shell
SHEL
$295B
| $472K | 0.06% |
6,083
+1,202
| +25% | +$104K |
2024 Q2
8 quarters
|
|
131
Coca-Cola
KO
$394B
| $465K | 0.06% |
5,728
+1,040
| +22% | +$82.1K |
2023 Q4
10 quarters
|
|
132
Cummins
CMI
$72B
| $465K | 0.06% |
652
+196
| +43% | +$129K |
2025 Q4
2 quarters
|
|
133
Aon
AON
$58.5B
| $461K | 0.06% |
+1,390
| New | +$448K |
2026 Q2
0 quarters
|
|
134
PNC Financial Services
PNC
$85.4B
| $461K | 0.06% |
+1,872
| New | +$419K |
2026 Q2
0 quarters
|
|
135
Freeport-McMoran
FCX
$100B
| $457K | 0.06% |
7,264
+3,317
| +84% | +$213K |
2026 Q1
1 quarter
|
|
136
TechnipFMC
FTI
$27.3B
| $455K | 0.06% |
6,865
+67
| +1% | +$4.74K |
2025 Q3
3 quarters
|
|
137
Oracle
ORCL
$401B
| $446K | 0.06% |
3,046
+683
| +29% | +$124K |
2025 Q1
5 quarters
|
|
138
BHP
BHP
$212B
| $445K | 0.06% |
5,342
+995
| +23% | +$82.6K |
2025 Q4
2 quarters
|
|
139
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
| $441K | 0.06% |
9,185
-522
| -5% | -$25K |
2020 Q1
25 quarters
|
|
140
Eversource Energy
ES
$25B
| $439K | 0.06% |
+6,081
| New | +$421K |
2026 Q2
0 quarters
|
|
141
Ciena
CIEN
$51.8B
| $433K | 0.06% |
882
+58
| +7% | +$29.6K |
2026 Q1
1 quarter
|
|
142
AstraZeneca
AZN
$252B
| $432K | 0.06% |
2,280
-483
| -17% | -$90.8K |
2025 Q1
5 quarters
|
|
143
Wells Fargo
WFC
$241B
| $431K | 0.06% |
+5,219
| New | +$419K |
2026 Q2
0 quarters
|
|
144
Palo Alto Networks
PANW
$309B
| $428K | 0.06% |
+1,254
| New | +$287K |
2026 Q2
0 quarters
|
|
145
Bank of New York Mellon
BNY
$92.5B
| $426K | 0.06% |
2,943
+297
| +11% | +$40.6K |
2025 Q3
3 quarters
|
|
146
EOG Resources
EOG
$80.9B
| $425K | 0.06% |
+3,275
| New | +$446K |
2026 Q2
0 quarters
|
|
147
Natera
NTRA
$57.5B
| $419K | 0.06% |
1,542
+292
| +23% | +$62.3K |
2025 Q4
2 quarters
|
|
148
Boeing
BA
$146B
| $417K | 0.06% |
+1,928
| New | +$429K |
2026 Q2
0 quarters
|
|
149
Caterpillar
CAT
$344B
| $415K | 0.05% |
390
+10
| +3% | +$8.79K |
2025 Q4
2 quarters
|
|
150
Eaton
ETN
$159B
| $415K | 0.05% |
974
-16
| -2% | -$6.45K |
2024 Q1
9 quarters
|
|
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Riversedge Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Riversedge Advisors held 328 positions worth $759M, up 23% from $618M the previous quarter. Its ten largest holdings account for 55% of the portfolio.
Riversedge Advisors deployed $67.3M of net new capital in Q2 2026, opening 112 new positions and adding to 144 existing holdings. Its largest new stake was Waste Connections: 3,337 shares worth $556K.
By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, down from 82% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $7.25M trimmed.
- Riversedge Advisors's largest Q2 2026 buy was Waste Connections: 3,337 shares worth $556K.
- Riversedge Advisors added most to Apple in Q2 2026, an estimated $17.5M increase.
- Riversedge Advisors's biggest Q2 2026 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $7.25M.
- Riversedge Advisors fully exited Intuit in Q2 2026, selling an estimated $255K.
- Riversedge Advisors's ten largest holdings make up 55% of its $759M portfolio in Q2 2026.
- Riversedge Advisors opened 112 new positions and closed 12 in Q2 2026.
- Riversedge Advisors's portfolio value rose 23% quarter-over-quarter to $759M.
Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.