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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 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 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
HURN icon
151
Huron Consulting
HURN
$2.76B
$285K 0.05%
2,234
-1
-0% -$150
FTNT icon
152
Fortinet
FTNT
$112B
$284K 0.05%
3,478
+791
+29% +$63.9K
SCHE icon
153
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$284K 0.05%
8,608
-483
-5% -$16.5K
ORLY icon
154
O'Reilly Automotive
ORLY
$75.1B
$281K 0.05%
3,047
+57
+2% +$5.35K
BIIB icon
155
Biogen
BIIB
$30.9B
$280K 0.05%
1,529
+241
+19% +$44.4K
REGN icon
156
Regeneron Pharmaceuticals
REGN
$72.9B
$277K 0.04%
359
-12
-3% -$9.19K
CNC icon
157
Centene
CNC
$30.5B
$272K 0.04%
8,314
-1,958
-19% -$80.3K
CAT icon
158
Caterpillar
CAT
$361B
$269K 0.04%
380
+11
+3% +$7.62K
PEP icon
159
PepsiCo
PEP
$196B
$268K 0.04%
1,727
-2,069
-55% -$322K
FOXA icon
160
Fox Class A
FOXA
$24.8B
$266K 0.04%
4,563
-47
-1% -$3K
ADBE icon
161
Adobe
ADBE
$105B
$265K 0.04%
1,089
+294
+37% +$81.4K
CI icon
162
Cigna
CI
$78.4B
$263K 0.04%
+987
New +$273K
PLD icon
163
Prologis
PLD
$136B
$262K 0.04%
1,983
-5
-0.3% -$668
MA icon
164
Mastercard
MA
$498B
$257K 0.04%
514
-229
-31% -$121K
EME icon
165
Emcor
EME
$29.9B
$256K 0.04%
+346
New +$252K
INTU icon
166
Intuit
INTU
$91.1B
$255K 0.04%
590
+186
+46% +$88.7K
NTRA icon
167
Natera
NTRA
$36.4B
$250K 0.04%
1,250
-77
-6% -$16.6K
GLTR icon
168
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.45B
$249K 0.04%
1,139
– –
BBVA icon
169
Banco Bilbao Vizcaya Argentaria
BBVA
$142B
$249K 0.04%
11,478
-256
-2% -$5.92K
CRM icon
170
Salesforce
CRM
$154B
$247K 0.04%
+1,325
New +$275K
GM icon
171
General Motors
GM
$80.9B
$247K 0.04%
3,310
+278
+9% +$22.1K
CMI icon
172
Cummins
CMI
$83.6B
$245K 0.04%
456
+2
+0.4% +$1.13K
OMC icon
173
Omnicom Group
OMC
$23.5B
$244K 0.04%
+3,242
New +$251K
CEG icon
174
Constellation Energy
CEG
$92.1B
$243K 0.04%
871
-88
-9% -$26.7K
BTI icon
175
British American Tobacco
BTI
$136B
$243K 0.04%
4,149
+196
+5% +$11.6K
5 6
7
8 9

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CFS
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IAS
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TVAMP
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RFM
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BCM
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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 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 Value ETF in Q1 2026, an estimated $63.9M increase.
  • Riversedge Advisors's biggest Q1 2026 reduction was Vanguard 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.