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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
(+17%)
Cap. Flow
+$46.2M
Cap. Flow
% of AUM
7.74%
Top 10 Holdings %
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 |
Vanguard Large-Cap ETF
VV
|
+$4.08M |
| 3 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$3M |
| 4 |
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
|
+$1.34M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.33M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$3.13M |
| 2 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.18M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
+$1.1M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$577K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
ServiceNow
NOW
$120B
| $254K | 0.04% |
1,380
+310
| +29% | +$57.9K |
|
152
Arista Networks
ANET
$199B
| $253K | 0.04% |
+1,739
| New | +$224K |
|
153
Fox Class A
FOXA
$24.8B
| $249K | 0.04% |
+3,953
| New | +$229K |
|
154
Pultegroup
PHM
$25.2B
| $249K | 0.04% |
+1,883
| New | +$234K |
|
155
VeriSign
VRSN
$26.3B
| $248K | 0.04% |
+887
| New | +$248K |
|
156
VanEck Junior Gold Miners ETF
GDXJ
$6.86B
| $248K | 0.04% |
+2,500
| New | +$192K |
|
157
iShares MSCI Global Gold Miners ETF
RING
$2.26B
| $247K | 0.04% |
+3,810
| New | +$195K |
|
158
Salesforce
CRM
$154B
| $242K | 0.04% |
+1,022
| New | +$258K |
|
159
Airbnb
ABNB
$90.8B
| $242K | 0.04% |
+1,990
| New | +$257K |
|
160
Newmont
NEM
$96.2B
| $241K | 0.04% |
+2,853
| New | +$199K |
|
161
Tapestry
TPR
$30.3B
| $238K | 0.04% |
+2,105
| New | +$220K |
|
162
Booking.com
BKNG
$156B
| $238K | 0.04% |
+1,100
| New | +$246K |
|
163
Everest Group
EG
$15.6B
| $237K | 0.04% |
+677
| New | +$229K |
|
164
Northern Trust
NTRS
$21.8B
| $234K | 0.04% |
+1,741
| New | +$224K |
|
165
Genuine Parts
GPC
$17.9B
| $234K | 0.04% |
1,688
| – | – |
|
166
eBay
EBAY
$51.2B
| $233K | 0.04% |
+2,566
| New | +$227K |
|
167
Blackrock
BLK
$167B
| $228K | 0.04% |
+196
| New | +$219K |
|
168
Valero Energy
VLO
$89.5B
| $227K | 0.04% |
+1,336
| New | +$199K |
|
169
D.R. Horton
DHI
$41.2B
| $227K | 0.04% |
+1,337
| New | +$210K |
|
170
Zscaler
ZS
$24.9B
| $225K | 0.04% |
+750
| New | +$214K |
|
171
Verizon
VZ
$197B
| $224K | 0.04% |
+5,104
| New | +$221K |
|
172
ICICI Bank
IBN
$107B
| $221K | 0.04% |
7,313
+4
| +0.1% | +$131 |
|
173
Pinnacle Financial Partners Inc
PNFP
$15.8B
| $221K | 0.04% |
+2,357
| New | +$235K |
|
174
TechnipFMC
FTI
$28.6B
| $220K | 0.04% |
+5,589
| New | +$205K |
|
175
TJX Companies
TJX
$179B
| $220K | 0.04% |
+1,525
| New | +$203K |
|
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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.