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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
BWA icon
176
BorgWarner
BWA
$12.8B
$241K 0.04%
4,443
– –
ANET icon
177
Arista Networks
ANET
$199B
$235K 0.04%
1,914
-621
-24% -$83.1K
KLAC icon
178
KLA
KLAC
$222B
$234K 0.04%
+1,590
New +$233K
IBM icon
179
IBM
IBM
$213B
$233K 0.04%
960
+170
+22% +$46K
FCX icon
180
Freeport-McMoran
FCX
$86.2B
$232K 0.04%
+3,947
New +$238K
PNFP icon
181
Pinnacle Financial Partners Inc
PNFP
$15.8B
$231K 0.04%
2,680
+316
+13% +$29.4K
DIS icon
182
Walt Disney
DIS
$171B
$230K 0.04%
2,384
+267
+13% +$28.2K
ENB icon
183
Enbridge
ENB
$120B
$227K 0.04%
+4,202
New +$214K
EQIX icon
184
Equinix
EQIX
$99.4B
$225K 0.04%
+230
New +$204K
JBHT icon
185
JB Hunt Transport Services
JBHT
$25.9B
$224K 0.04%
1,057
– –
MPC icon
186
Marathon Petroleum
MPC
$90.1B
$223K 0.04%
+913
New +$184K
BP icon
187
BP
BP
$112B
$222K 0.04%
+4,722
New +$185K
RIO icon
188
Rio Tinto
RIO
$152B
$221K 0.04%
+2,369
New +$216K
SHOP icon
189
Shopify
SHOP
$168B
$220K 0.04%
1,857
+484
+35% +$63.6K
BX icon
190
Blackstone
BX
$104B
$219K 0.04%
1,903
-384
-17% -$50K
ZM icon
191
Zoom
ZM
$27.1B
$216K 0.03%
2,685
-1,396
-34% -$117K
VALE icon
192
Vale
VALE
$62.3B
$215K 0.03%
13,497
+559
+4% +$8.73K
SONY icon
193
Sony
SONY
$137B
$214K 0.03%
10,325
-1,771
-15% -$39.7K
SLB icon
194
SLB Ltd
SLB
$72.7B
$213K 0.03%
+4,141
New +$201K
AMD icon
195
Advanced Micro Devices
AMD
$700B
$211K 0.03%
+1,035
New +$221K
KMI icon
196
Kinder Morgan
KMI
$70.9B
$209K 0.03%
+6,239
New +$195K
RTX icon
197
RTX Corp
RTX
$290B
$209K 0.03%
+1,082
New +$215K
NOW icon
198
ServiceNow
NOW
$120B
$207K 0.03%
1,982
-664
-25% -$78.1K
SMFG icon
199
Sumitomo Mitsui Financial
SMFG
$159B
$207K 0.03%
10,489
+230
+2% +$4.83K
HON icon
200
Honeywell
HON
$76.4B
$207K 0.03%
+914
New +$209K
6 7
8
9 10

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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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MWA
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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.