We are live on
!
Find out more
RA
Riversedge Advisors Portfolio holdings
AUM
$813M
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
5
quarters
Top 10 Avg Time Held Equity + Options
10.2
quarters
Top 20 Avg Time Held Equity + Options
13.8
quarters
Avg Time Held Equity only
5.1
quarters
Top 10 Avg Time Held Equity only
10.2
quarters
Top 20 Avg Time Held Equity only
13.8
quarters
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 | |
|---|---|---|---|---|---|---|---|
151
Ross Stores
ROST
$72.1B
| $405K | 0.05% |
1,903
+950
| +100% | +$214K |
2026 Q1
1 quarter
|
|
152
US Bancorp
USB
$88.6B
| $401K | 0.05% |
6,640
+217
| +3% | +$12.2K |
2025 Q4
2 quarters
|
|
153
Texas Roadhouse
TXRH
$10.6B
| $394K | 0.05% |
+2,041
| New | +$348K |
2026 Q2
0 quarters
|
|
154
Halliburton
HAL
$27.3B
| $391K | 0.05% |
11,528
+2,722
| +31% | +$106K |
2025 Q4
2 quarters
|
|
155
Molina Healthcare
MOH
$10.9B
| $389K | 0.05% |
+1,700
| New | +$308K |
2026 Q2
0 quarters
|
|
156
Mid-America Apartment Communities
MAA
$13.5B
| $383K | 0.05% |
+2,754
| New | +$359K |
2026 Q2
0 quarters
|
|
157
RTX Corp
RTX
$247B
| $382K | 0.05% |
2,015
+933
| +86% | +$171K |
2026 Q1
1 quarter
|
|
158
Newmont
NEM
$122B
| $381K | 0.05% |
4,074
+135
| +3% | +$14.7K |
2025 Q3
3 quarters
|
|
159
Kinder Morgan
KMI
$74.4B
| $380K | 0.05% |
11,891
+5,652
| +91% | +$182K |
2026 Q1
1 quarter
|
|
160
T-Mobile US
TMUS
$165B
| $379K | 0.05% |
+2,260
| New | +$428K |
2026 Q2
0 quarters
|
|
161
iShares Short-Term National Muni Bond ETF
SUB
$12.3B
| $378K | 0.05% |
3,546
+15
| +0.4% | +$1.6K |
2021 Q4
18 quarters
|
|
162
Biogen
BIIB
$33.8B
| $377K | 0.05% |
1,746
+217
| +14% | +$41.5K |
2025 Q4
2 quarters
|
|
163
Intuitive Surgical
ISRG
$149B
| $377K | 0.05% |
948
-37
| -4% | -$16.2K |
2023 Q2
12 quarters
|
|
164
Linde
LIN
$227B
| $376K | 0.05% |
725
+147
| +25% | +$74.5K |
2026 Q1
1 quarter
|
|
165
Banco Bilbao Vizcaya Argentaria
BBVA
$145B
| $375K | 0.05% |
14,984
+3,506
| +31% | +$80K |
2025 Q3
3 quarters
|
|
166
Evercore
EVR
$10.2B
| $370K | 0.05% |
+1,082
| New | +$370K |
2026 Q2
0 quarters
|
|
167
Synchrony
SYF
$23.9B
| $368K | 0.05% |
4,838
+48
| +1% | +$3.52K |
2025 Q2
4 quarters
|
|
168
Pultegroup
PHM
$21.3B
| $365K | 0.05% |
2,658
-321
| -11% | -$39K |
2025 Q3
3 quarters
|
|
169
Alibaba
BABA
$276B
| $362K | 0.05% |
3,773
-601
| -14% | -$75.3K |
2024 Q3
7 quarters
|
|
170
General Motors
GM
$73.7B
| $361K | 0.05% |
4,688
+1,378
| +42% | +$108K |
2025 Q3
3 quarters
|
|
171
Equinix
EQIX
$101B
| $360K | 0.05% |
345
+115
| +50% | +$123K |
2026 Q1
1 quarter
|
|
172
Verizon
VZ
$181B
| $357K | 0.05% |
8,431
-65
| -0.8% | -$3.05K |
2026 Q1
1 quarter
|
|
173
Vanguard Dividend Appreciation ETF
VIG
$112B
| $354K | 0.05% |
1,498
| – | – |
2025 Q2
4 quarters
|
|
174
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock)
SMFG
$158B
| $352K | 0.05% |
14,936
+4,447
| +42% | +$98.8K |
2025 Q4
2 quarters
|
|
175
Morgan Stanley
MS
$293B
| $352K | 0.05% |
+1,682
| New | +$333K |
2026 Q2
0 quarters
|
|
Similar funds
CFO
REA
TLP
BPIM
DMC
WAM
SC
TVPW
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.