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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
Cap. Flow
+$67.3M
Cap. Flow %
8.87%
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
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 icon
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 Held Since
JCI icon
176
Johnson Controls International
JCI
$93.5B
$352K 0.05%
+2,406
New +$340K
2026 Q2
0 quarters
SPY icon
177
State Street SPDR S&P 500 ETF Trust
SPY
$817B
$347K 0.05%
465
-41
-8% -$29.7K
2023 Q4
10 quarters
GD icon
178
General Dynamics
GD
$90.6B
$347K 0.05%
979
-148
-13% -$50.7K
2025 Q3
3 quarters
MAR icon
179
Marriott International
MAR
$96.9B
$343K 0.05%
926
+7
+0.8% +$2.58K
2023 Q3
11 quarters
DKNG icon
180
DraftKings
DKNG
$9.57B
$341K 0.04%
+13,503
New +$333K
2026 Q2
0 quarters
TTWO icon
181
Take-Two Interactive
TTWO
$37.9B
$340K 0.04%
+1,362
New +$301K
2026 Q2
0 quarters
MA icon
182
Mastercard
MA
$528B
$340K 0.04%
662
+148
+29% +$73.8K
2025 Q1
5 quarters
MRSH icon
183
Marsh
MRSH
$84.4B
$339K 0.04%
2,031
+333
+20% +$55.7K
2026 Q1
1 quarter
PG icon
184
Procter & Gamble
PG
$360B
$336K 0.04%
2,294
-544
-19% -$79.2K
2026 Q1
1 quarter
EFA icon
185
iShares MSCI EAFE ETF
EFA
$76.3B
$335K 0.04%
3,225
– –
2021 Q4
18 quarters
ZM icon
186
Zoom
ZM
$28.3B
$335K 0.04%
3,881
+1,196
+45% +$113K
2025 Q4
2 quarters
RBRK icon
187
Rubrik
RBRK
$24.4B
$334K 0.04%
+4,159
New +$262K
2026 Q2
0 quarters
SPGI icon
188
S&P Global
SPGI
$120B
$333K 0.04%
+817
New +$345K
2026 Q2
0 quarters
IEMG icon
189
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$332K 0.04%
4,013
-829
-17% -$66.1K
2024 Q1
9 quarters
CRWD icon
190
CrowdStrike
CRWD
$259B
$326K 0.04%
+1,708
New +$243K
2026 Q2
0 quarters
UBS icon
191
UBS Group
UBS
$144B
$324K 0.04%
+6,531
New +$297K
2026 Q2
0 quarters
BCS icon
192
Barclays
BCS
$75.7B
$322K 0.04%
+11,976
New +$289K
2026 Q2
0 quarters
NNN icon
193
NNN REIT
NNN
$7.76B
$322K 0.04%
+6,911
New +$309K
2026 Q2
0 quarters
ADP icon
194
Automatic Data Processing
ADP
$110B
$321K 0.04%
+1,431
New +$306K
2026 Q2
0 quarters
BSX icon
195
Boston Scientific
BSX
$62.1B
$320K 0.04%
+7,496
New +$407K
2026 Q2
0 quarters
WAL icon
196
Western Alliance Bancorporation
WAL
$7.86B
$320K 0.04%
+3,892
New +$307K
2026 Q2
0 quarters
PLD icon
197
Prologis
PLD
$126B
$320K 0.04%
2,361
+378
+19% +$53.6K
2025 Q4
2 quarters
DHI icon
198
D.R. Horton
DHI
$36.6B
$318K 0.04%
+1,951
New +$291K
2026 Q2
0 quarters
AYI icon
199
Acuity Brands
AYI
$8.94B
$315K 0.04%
+835
New +$248K
2026 Q2
0 quarters
HLT icon
200
Hilton Worldwide
HLT
$73.7B
$314K 0.04%
+949
New +$312K
2026 Q2
0 quarters
6 7
8
9 10

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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.