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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
JCI icon
176
Johnson Controls International
JCI
$84.6B
$352K 0.05%
+2,406
New +$340K
SPY icon
177
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$347K 0.05%
465
-41
-8% -$29.7K
GD icon
178
General Dynamics
GD
$103B
$347K 0.05%
979
-148
-13% -$50.7K
MAR icon
179
Marriott International
MAR
$91.5B
$343K 0.05%
926
+7
+0.8% +$2.58K
DKNG icon
180
DraftKings
DKNG
$12.5B
$341K 0.04%
+13,503
New +$333K
TTWO icon
181
Take-Two Interactive
TTWO
$44B
$340K 0.04%
+1,362
New +$301K
MA icon
182
Mastercard
MA
$521B
$340K 0.04%
662
+148
+29% +$73.8K
MRSH
183
Marsh
MRSH
$91.9B
$339K 0.04%
2,031
+333
+20% +$55.7K
PG icon
184
Procter & Gamble
PG
$334B
$336K 0.04%
2,294
-544
-19% -$79.2K
EFA icon
185
iShares MSCI EAFE ETF
EFA
$79.6B
$335K 0.04%
3,225
– –
ZM icon
186
Zoom
ZM
$28.7B
$335K 0.04%
3,881
+1,196
+45% +$113K
RBRK icon
187
Rubrik
RBRK
$19.2B
$334K 0.04%
+4,159
New +$262K
SPGI icon
188
S&P Global
SPGI
$131B
$333K 0.04%
+817
New +$345K
IEMG icon
189
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$332K 0.04%
4,013
-829
-17% -$66.1K
CRWD icon
190
CrowdStrike
CRWD
$224B
$326K 0.04%
+1,708
New +$243K
UBS icon
191
UBS Group
UBS
$168B
$324K 0.04%
+6,531
New +$297K
BCS icon
192
Barclays
BCS
$90.2B
$322K 0.04%
+11,976
New +$289K
NNN icon
193
NNN REIT
NNN
$8.77B
$322K 0.04%
+6,911
New +$309K
ADP icon
194
Automatic Data Processing
ADP
$114B
$321K 0.04%
+1,431
New +$306K
BSX icon
195
Boston Scientific
BSX
$67.9B
$320K 0.04%
+7,496
New +$407K
WAL icon
196
Western Alliance Bancorporation
WAL
$8.57B
$320K 0.04%
+3,892
New +$307K
PLD icon
197
Prologis
PLD
$134B
$320K 0.04%
2,361
+378
+19% +$53.6K
DHI icon
198
D.R. Horton
DHI
$41.2B
$318K 0.04%
+1,951
New +$291K
AYI icon
199
Acuity Brands
AYI
$10B
$315K 0.04%
+835
New +$248K
HLT icon
200
Hilton Worldwide
HLT
$72.4B
$314K 0.04%
+949
New +$312K
6 7
8
9 10

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HGWM
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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.