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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
+8.04%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$597M
AUM Growth
+$85.4M
Cap. Flow
+$46.2M
Cap. Flow %
7.74%
Top 10 Hldgs %
59.2%
Holding
200
New
74
Increased
93
Reduced
27
Closed
2

Top Buys

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$6.97M
2
VV icon
Vanguard Large-Cap ETF
VV
+$4.08M
3
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3M
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.34M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.33M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.13M
2
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.18M
3
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$577K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$513K

Sector Composition

Rank Sector Weight
1 Technology 8.35%
2 Financials 2.34%
3 Consumer Discretionary 1.72%
4 Communication Services 1.47%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MEDP icon
176
Medpace
MEDP
$16.3B
$219K 0.04%
+426
New +$186K
VEEV icon
177
Veeva Systems
VEEV
$33.8B
$217K 0.04%
+730
New +$205K
FIX icon
178
Comfort Systems
FIX
$53.5B
$216K 0.04%
+262
New +$178K
VOT icon
179
Vanguard Mid-Cap Growth ETF
VOT
$18.9B
$216K 0.04%
734
-7
-0.9% -$2.02K
UBS icon
180
UBS Group
UBS
$170B
$215K 0.04%
+5,252
New +$204K
QCOM icon
181
Qualcomm
QCOM
$164B
$215K 0.04%
+1,293
New +$205K
ALNY icon
182
Alnylam Pharmaceuticals
ALNY
$38.3B
$215K 0.04%
+471
New +$192K
MRSH
183
Marsh
MRSH
$94.3B
$215K 0.04%
+1,065
New +$219K
WFC icon
184
Wells Fargo
WFC
$254B
$213K 0.04%
+2,545
New +$206K
HDB icon
185
HDFC Bank
HDB
$123B
$212K 0.04%
+6,218
New +$229K
BBVA icon
186
Banco Bilbao Vizcaya Argentaria
BBVA
$142B
$211K 0.04%
+10,977
New +$192K
PSX icon
187
Phillips 66
PSX
$82.9B
$211K 0.04%
+1,553
New +$199K
MOH icon
188
Molina Healthcare
MOH
$10.4B
$211K 0.04%
+1,101
New +$203K
ITOT icon
189
iShares Core S&P Total US Stock Market ETF
ITOT
$92.3B
$208K 0.03%
+1,431
New +$201K
GM icon
190
General Motors
GM
$80.9B
$204K 0.03%
+3,346
New +$187K
EXR icon
191
Extra Space Storage
EXR
$32.3B
$204K 0.03%
+1,447
New +$208K
BBY icon
192
Best Buy
BBY
$19B
$202K 0.03%
+2,676
New +$192K
KMI icon
193
Kinder Morgan
KMI
$70.9B
$201K 0.03%
+7,092
New +$194K
ADT icon
194
ADT
ADT
$5.43B
$178K 0.03%
+20,439
New +$175K
MFG icon
195
Mizuho Financial
MFG
$120B
$133K 0.02%
19,872
+2,910
+17% +$18.2K
LYG icon
196
Lloyds Banking Group
LYG
$85.2B
$126K 0.02%
27,813
+2,133
+8% +$9.32K
BBD icon
197
Banco Bradesco
BBD
$37.4B
$99.3K 0.02%
29,374
+1,473
+5% +$4.45K
ABEV icon
198
Ambev
ABEV
$47.9B
$39.7K 0.01%
17,794
-3,156
-15% -$7.22K
AXON
199
Axon Enterprise
AXON
$42.8B
– –
-257
Closed -$213K
SCHG icon
200
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
– –
-7,616
Closed -$222K
4 5 6 7
8

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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 Q3 2025 Portfolio in Review

As of Q3 2025, Riversedge Advisors held 200 positions worth $597M, up 17% from $511M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Riversedge Advisors deployed $46.2M of net new capital in Q3 2025, opening 74 new positions and adding to 93 existing holdings. Its largest new stake was Grayscale Ethereum Staking Mini ETF Shares: 36,250 shares worth $1.42M.

By sector, the portfolio is most concentrated in Technology at 8.4% of assets, up from 6.6% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Schwab US Large- Cap ETF, an estimated $3.13M trimmed.

  • Riversedge Advisors's largest Q3 2025 buy was Grayscale Ethereum Staking Mini ETF Shares: 36,250 shares worth $1.42M.
  • Riversedge Advisors added most to Grayscale Bitcoin Mini Trust ETF in Q3 2025, an estimated $6.97M increase.
  • Riversedge Advisors's biggest Q3 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $3.13M.
  • Riversedge Advisors fully exited Schwab US Large-Cap Growth ETF in Q3 2025, selling an estimated $222K.
  • Riversedge Advisors's ten largest holdings make up 59% of its $597M portfolio in Q3 2025.
  • Riversedge Advisors opened 74 new positions and closed 2 in Q3 2025.
  • Riversedge Advisors's portfolio value rose 17% quarter-over-quarter to $597M.

Based on Riversedge Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.