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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
+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
SCHE icon
201
Schwab Emerging Markets Equity ETF
SCHE
$13B
$312K 0.04%
8,613
+5
+0.1% +$179
OXY icon
202
Occidental Petroleum
OXY
$59.1B
$308K 0.04%
+6,332
New +$360K
HIG icon
203
Hartford Financial Services
HIG
$37.5B
$307K 0.04%
2,319
-334
-13% -$44.7K
EME icon
204
Emcor
EME
$32.6B
$306K 0.04%
368
+22
+6% +$18.6K
MRVL icon
205
Marvell Technology
MRVL
$195B
$299K 0.04%
+1,004
New +$201K
SNPS icon
206
Synopsys
SNPS
$84.8B
$298K 0.04%
+667
New +$314K
SONY icon
207
Sony
SONY
$145B
$296K 0.04%
14,759
+4,434
+43% +$93.5K
RIO icon
208
Rio Tinto
RIO
$168B
$296K 0.04%
3,116
+747
+32% +$75.7K
COO icon
209
Cooper Companies
COO
$13.9B
$296K 0.04%
+4,124
New +$270K
BWA icon
210
BorgWarner
BWA
$13.1B
$295K 0.04%
4,443
– –
ANET icon
211
Arista Networks
ANET
$246B
$295K 0.04%
1,736
-178
-9% -$28K
STT icon
212
State Street
STT
$53.1B
$292K 0.04%
1,719
+101
+6% +$15.6K
NBIX icon
213
Neurocrine Biosciences
NBIX
$15.7B
$291K 0.04%
1,726
+175
+11% +$26K
PNFP icon
214
Pinnacle Financial Partners Inc
PNFP
$15.3B
$285K 0.04%
2,828
+148
+6% +$14.2K
PAYX icon
215
Paychex
PAYX
$45.2B
$285K 0.04%
+2,895
New +$274K
VRT icon
216
Vertiv
VRT
$99B
$284K 0.04%
+849
New +$269K
TM icon
217
Toyota
TM
$230B
$283K 0.04%
1,683
+139
+9% +$26.3K
PH icon
218
Parker-Hannifin
PH
$125B
$283K 0.04%
+289
New +$265K
MDT icon
219
Medtronic
MDT
$117B
$282K 0.04%
+3,605
New +$291K
QCOM icon
220
Qualcomm
QCOM
$175B
$282K 0.04%
+1,524
New +$285K
DELL icon
221
Dell
DELL
$295B
$282K 0.04%
+653
New +$189K
AIT icon
222
Applied Industrial Technologies
AIT
$11.8B
$281K 0.04%
+831
New +$255K
ADBE icon
223
Adobe
ADBE
$116B
$281K 0.04%
1,369
+280
+26% +$66.3K
LYB icon
224
LyondellBasell Industries
LYB
$20.6B
$279K 0.04%
+5,298
New +$366K
UPS icon
225
United Parcel Service
UPS
$89.6B
$278K 0.04%
+2,590
New +$269K
7 8
9
10 11

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AMPWP
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KFAS
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FCM
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NWM
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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.