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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
+13.43%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$759M
AUM Growth
+$141M
Cap. Flow
+$67.3M
Cap. Flow %
8.87%
Top 10 Hldgs %
55.45%
Holding
328
New
112
Increased
144
Reduced
54
Closed
12

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$17.5M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.15M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$4.49M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$2.94M
5
NVDA icon
NVIDIA
NVDA
+$1.19M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$7.25M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$801K
3
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$421K
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$343K
5
IEFA icon
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
ROST icon
151
Ross Stores
ROST
$72.4B
$405K 0.05%
1,903
+950
+100% +$214K
USB icon
152
US Bancorp
USB
$93.6B
$401K 0.05%
6,640
+217
+3% +$12.2K
TXRH icon
153
Texas Roadhouse
TXRH
$11B
$394K 0.05%
+2,041
New +$348K
HAL icon
154
Halliburton
HAL
$28B
$391K 0.05%
11,528
+2,722
+31% +$106K
MOH icon
155
Molina Healthcare
MOH
$10.5B
$389K 0.05%
+1,700
New +$308K
MAA icon
156
Mid-America Apartment Communities
MAA
$13.8B
$383K 0.05%
+2,754
New +$359K
RTX icon
157
RTX Corp
RTX
$261B
$382K 0.05%
2,015
+933
+86% +$171K
NEM icon
158
Newmont
NEM
$130B
$381K 0.05%
4,074
+135
+3% +$14.7K
KMI icon
159
Kinder Morgan
KMI
$70.9B
$380K 0.05%
11,891
+5,652
+91% +$182K
TMUS icon
160
T-Mobile US
TMUS
$180B
$379K 0.05%
+2,260
New +$428K
SUB icon
161
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$378K 0.05%
3,546
+15
+0.4% +$1.6K
BIIB icon
162
Biogen
BIIB
$31.8B
$377K 0.05%
1,746
+217
+14% +$41.5K
ISRG icon
163
Intuitive Surgical
ISRG
$139B
$377K 0.05%
948
-37
-4% -$16.2K
LIN icon
164
Linde
LIN
$212B
$376K 0.05%
725
+147
+25% +$74.5K
BBVA icon
165
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$375K 0.05%
14,984
+3,506
+31% +$80K
EVR icon
166
Evercore
EVR
$10.1B
$370K 0.05%
+1,082
New +$370K
SYF icon
167
Synchrony
SYF
$24.4B
$368K 0.05%
4,838
+48
+1% +$3.52K
PHM icon
168
Pultegroup
PHM
$22.3B
$365K 0.05%
2,658
-321
-11% -$39K
BABA icon
169
Alibaba
BABA
$281B
$362K 0.05%
3,773
-601
-14% -$75.3K
GM icon
170
General Motors
GM
$72.1B
$361K 0.05%
4,688
+1,378
+42% +$108K
EQIX icon
171
Equinix
EQIX
$101B
$360K 0.05%
345
+115
+50% +$123K
VZ icon
172
Verizon
VZ
$200B
$357K 0.05%
8,431
-65
-0.8% -$3.05K
VIG icon
173
Vanguard Dividend Appreciation ETF
VIG
$110B
$354K 0.05%
1,498
– –
SMFG icon
174
Sumitomo Mitsui Financial
SMFG
$166B
$352K 0.05%
14,936
+4,447
+42% +$98.8K
MS icon
175
Morgan Stanley
MS
$318B
$352K 0.05%
+1,682
New +$333K
5 6
7
8 9

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FCM
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NWM
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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.