RA
Riversedge Advisors Portfolio holdings
AUM
$813M
Turnover
29%
1-Year Est. Return
18.09%
This Fund
S&P 500
This Quarter
Est. Return
+2.68%
1 Year Est. Return
+18.09%
3 Year Est. Return
+71.28%
5 Year Est. Return
+57.74%
10 Year Est. Return
–
AUM
$813M
AUM Growth
+$53.9M
(+7.1%)
Cap. Flow
+$42.2M
Cap. Flow
% of AUM
5.19%
Top 10 Holdings %
Top 10 Hldgs %
52.69%
Holding
400
New
84
Increased
196
Reduced
81
Closed
32
Avg Time Held Equity + Options
1.3
years
Top 10 Avg Time Held Equity + Options
2.5
years
Top 20 Avg Time Held Equity + Options
3.6
years
Avg Time Held Equity only
1.3
years
Top 10 Avg Time Held Equity only
2.5
years
Top 20 Avg Time Held Equity only
3.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Growth ETF
VUG
|
+$49.3M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$9.17M |
| 3 |
iShares MSCI Intl Momentum Factor ETF
IMTM
|
+$7.03M |
| 4 |
BNY Mellon Global Infrastructure Income ETF
BKGI
|
+$6.43M |
| 5 |
JPMorgan Active Bond ETF
JBND
|
+$3.53M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$50.6M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$9.32M |
| 3 |
Vanguard Total Bond Market
BND
|
+$4.11M |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$3.72M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$628K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 71.4% |
| 2 | Technology | 13.29% |
| 3 | Financials | 3.47% |
| 4 | Healthcare | 2.55% |
| 5 | Consumer Discretionary | 2.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
176
EOG Resources
EOG
$80.9B
| $415K | 0.05% |
3,014
-261
| -8% | -$37.2K |
2026 Q2
1 quarter
|
|
177
Marathon Petroleum
MPC
$136B
| $415K | 0.05% |
1,050
+108
| +11% | +$37.3K |
2026 Q1
2 quarters
|
|
178
Mastercard
MA
$528B
| $414K | 0.05% |
751
+89
| +13% | +$50K |
2025 Q1
6 quarters
|
|
179
American International
AIG
$40.5B
| $414K | 0.05% |
+5,568
| New | +$430K |
2026 Q3
0 quarters
|
|
180
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
| $414K | 0.05% |
8,871
-314
| -3% | -$14.9K |
2020 Q1
26 quarters
|
|
181
Applied Materials
AMAT
$354B
| $412K | 0.05% |
805
+82
| +11% | +$41.6K |
2026 Q2
1 quarter
|
|
182
VeriSign
VRSN
$27.2B
| $409K | 0.05% |
1,452
+656
| +82% | +$186K |
2026 Q2
1 quarter
|
|
183
McDonald's
MCD
$169B
| $408K | 0.05% |
1,765
-563
| -24% | -$148K |
2020 Q2
25 quarters
|
|
184
LyondellBasell Industries
LYB
$19.8B
| $407K | 0.05% |
7,084
+1,786
| +34% | +$109K |
2026 Q2
1 quarter
|
|
185
HP
HPQ
$27.5B
| $405K | 0.05% |
+12,933
| New | +$373K |
2026 Q3
0 quarters
|
|
186
Biogen
BIIB
$34.4B
| $399K | 0.05% |
1,765
+19
| +1% | +$4.03K |
2025 Q4
3 quarters
|
|
187
Arista Networks
ANET
$246B
| $398K | 0.05% |
1,956
+220
| +13% | +$41.4K |
2025 Q3
4 quarters
|
|
188
Automatic Data Processing
ADP
$111B
| $394K | 0.05% |
1,525
+94
| +7% | +$24.9K |
2026 Q2
1 quarter
|
|
189
Nutanix
NTNX
$18.9B
| $393K | 0.05% |
5,576
+462
| +9% | +$29K |
2026 Q2
1 quarter
|
|
190
Johnson Controls International
JCI
$92.3B
| $390K | 0.05% |
2,623
+217
| +9% | +$31.4K |
2026 Q2
1 quarter
|
|
191
Cummins
CMI
$72.4B
| $386K | 0.05% |
747
+95
| +15% | +$57.3K |
2025 Q4
3 quarters
|
|
192
Barclays
BCS
$75.8B
| $386K | 0.05% |
15,899
+3,923
| +33% | +$106K |
2026 Q2
1 quarter
|
|
193
Dow Inc
DOW
$21.1B
| $383K | 0.05% |
+13,906
| New | +$414K |
2026 Q3
0 quarters
|
|
194
TE Connectivity
TEL
$60.9B
| $381K | 0.05% |
+1,804
| New | +$373K |
2026 Q3
0 quarters
|
|
195
AstraZeneca
AZN
$251B
| $379K | 0.05% |
2,347
+67
| +3% | +$11.2K |
2025 Q1
6 quarters
|
|
196
Hartford Financial Services
HIG
$35.7B
| $378K | 0.05% |
3,092
+773
| +33% | +$106K |
2025 Q1
6 quarters
|
|
197
Equinix
EQIX
$98.3B
| $378K | 0.05% |
374
+29
| +8% | +$30.1K |
2026 Q1
2 quarters
|
|
198
CrowdStrike
CRWD
$255B
| $375K | 0.05% |
1,417
-291
| -17% | -$61.8K |
2026 Q2
1 quarter
|
|
199
Parker-Hannifin
PH
$121B
| $374K | 0.05% |
391
+102
| +35% | +$100K |
2026 Q2
1 quarter
|
|
200
iShares Short-Term National Muni Bond ETF
SUB
$12.3B
| $372K | 0.05% |
3,562
+16
| +0.5% | +$1.69K |
2021 Q4
19 quarters
|
|
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Riversedge Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, Riversedge Advisors held 400 positions worth $813M, up 7.1% from $759M the previous quarter. Its ten largest holdings account for 53% of the portfolio.
Riversedge Advisors deployed $42.2M of net new capital in Q3 2026, opening 84 new positions and adding to 196 existing holdings. Its largest new stake was iShares MSCI Intl Momentum Factor ETF: 132,640 shares worth $6.98M.
By sector, the portfolio is most concentrated in Miscellaneous at 71% of assets, down from 75% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Vanguard Morningstar Large-Cap ETF, an estimated $50.6M trimmed.
- Riversedge Advisors's largest Q3 2026 buy was iShares MSCI Intl Momentum Factor ETF: 132,640 shares worth $6.98M.
- Riversedge Advisors added most to Vanguard Morningstar Growth ETF in Q3 2026, an estimated $49.3M increase.
- Riversedge Advisors's biggest Q3 2026 reduction was Vanguard Morningstar Large-Cap ETF, cutting an estimated $50.6M.
- Riversedge Advisors fully exited Edison International in Q3 2026, selling an estimated $628K.
- Riversedge Advisors's ten largest holdings make up 53% of its $813M portfolio in Q3 2026.
- Riversedge Advisors opened 84 new positions and closed 32 in Q3 2026.
- Riversedge Advisors's portfolio value rose 7.1% quarter-over-quarter to $813M.
Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.