We are live on ! Find out more
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
REGN icon
151
Regeneron Pharmaceuticals
REGN
$72.9B
$286K 0.05%
+371
New +$252K
GDXJ icon
152
VanEck Junior Gold Miners ETF
GDXJ
$6.86B
$284K 0.05%
2,500
– –
DAL icon
153
Delta Air Lines
DAL
$56.7B
$283K 0.05%
+4,072
New +$254K
RING icon
154
iShares MSCI Global Gold Miners ETF
RING
$2.26B
$281K 0.05%
3,810
– –
ADBE icon
155
Adobe
ADBE
$105B
$278K 0.05%
795
-697
-47% -$237K
BBVA icon
156
Banco Bilbao Vizcaya Argentaria
BBVA
$142B
$274K 0.04%
11,734
+757
+7% +$15.8K
ORLY icon
157
O'Reilly Automotive
ORLY
$75.1B
$273K 0.04%
2,990
-686
-19% -$67K
OTIS icon
158
Otis Worldwide
OTIS
$27.9B
$273K 0.04%
3,120
+58
+2% +$5.19K
INTU icon
159
Intuit
INTU
$91.1B
$268K 0.04%
404
+10
+3% +$6.61K
QCOM icon
160
Qualcomm
QCOM
$164B
$260K 0.04%
1,519
+226
+17% +$38.7K
ADP icon
161
Automatic Data Processing
ADP
$109B
$259K 0.04%
1,006
-44
-4% -$11.7K
HDB icon
162
HDFC Bank
HDB
$123B
$258K 0.04%
7,072
+854
+14% +$30.7K
PHM icon
163
Pultegroup
PHM
$25.2B
$258K 0.04%
2,199
+316
+17% +$38.8K
UL icon
164
Unilever
UL
$142B
$257K 0.04%
3,925
-217
-5% -$14.6K
CMG icon
165
Chipotle Mexican Grill
CMG
$43.9B
$256K 0.04%
+6,929
New +$251K
LYFT icon
166
Lyft
LYFT
$5.86B
$255K 0.04%
13,145
+1,018
+8% +$21.2K
PLD icon
167
Prologis
PLD
$136B
$254K 0.04%
+1,988
New +$248K
WFC icon
168
Wells Fargo
WFC
$254B
$250K 0.04%
2,685
+140
+6% +$12.2K
DHR icon
169
Danaher
DHR
$138B
$249K 0.04%
+1,089
New +$239K
GM icon
170
General Motors
GM
$80.9B
$247K 0.04%
3,032
-314
-9% -$22.1K
GEV icon
171
GE Vernova
GEV
$240B
$246K 0.04%
376
-117
-24% -$71.3K
SCHW
172
Charles Schwab
SCHW
$182B
$243K 0.04%
2,436
-322
-12% -$30.5K
SNDK
173
Sandisk
SNDK
$150B
$242K 0.04%
+1,018
New +$204K
DIS icon
174
Walt Disney
DIS
$171B
$241K 0.04%
+2,117
New +$233K
BLK icon
175
Blackrock
BLK
$167B
$236K 0.04%
220
+24
+12% +$26.2K
5 6
7
8 9

Similar funds

SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM
TVAMP
Tennessee Valley Asset Management Partners Knoxville, Tennessee $757M AUM 14.19% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $757M AUM 1.93% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return

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.