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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
+2.02%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$615M
AUM Growth
+$18.3M
Cap. Flow
+$9.68M
Cap. Flow %
1.57%
Top 10 Hldgs %
61.23%
Holding
238
New
40
Increased
107
Reduced
60
Closed
24

Top Buys

Rank Stock Value
1
VV icon
Vanguard Large-Cap ETF
VV
+$10.1M
2
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC
+$5.38M
3
BND icon
Vanguard Total Bond Market
BND
+$4.99M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.45M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.08M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$11.9M
2
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.39M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.23M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.42M

Sector Composition

Rank Sector Weight
1 Technology 8.83%
2 Financials 2.48%
3 Consumer Discretionary 1.79%
4 Communication Services 1.59%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GPC icon
201
Genuine Parts
GPC
$17.9B
$208K 0.03%
1,688
– –
JBHT icon
202
JB Hunt Transport Services
JBHT
$25.9B
$206K 0.03%
+1,057
New +$181K
ILMN icon
203
Illumina
ILMN
$29.5B
$205K 0.03%
+1,562
New +$183K
SCHG icon
204
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$203K 0.03%
+6,236
New +$203K
VO icon
205
Vanguard Mid-Cap ETF
VO
$106B
$203K 0.03%
2,796
-1,772
-39% -$129K
UTHR icon
206
United Therapeutics
UTHR
$26.1B
$202K 0.03%
+414
New +$193K
BWA icon
207
BorgWarner
BWA
$12.8B
$200K 0.03%
+4,443
New +$195K
SMFG icon
208
Sumitomo Mitsui Financial
SMFG
$159B
$198K 0.03%
+10,259
New +$178K
ADT icon
209
ADT
ADT
$5.43B
$182K 0.03%
22,549
+2,110
+10% +$17.5K
VALE icon
210
Vale
VALE
$62.3B
$169K 0.03%
+12,938
New +$157K
MFG icon
211
Mizuho Financial
MFG
$120B
$155K 0.03%
21,151
+1,279
+6% +$8.74K
LYG icon
212
Lloyds Banking Group
LYG
$85.2B
$154K 0.03%
29,039
+1,226
+4% +$5.94K
BBD icon
213
Banco Bradesco
BBD
$37.4B
$105K 0.02%
31,529
+2,155
+7% +$7.33K
ABEV icon
214
Ambev
ABEV
$47.9B
$42.6K 0.01%
17,253
-541
-3% -$1.29K
ALNY icon
215
Alnylam Pharmaceuticals
ALNY
$38.3B
– –
-471
Closed -$215K
AZO icon
216
AutoZone
AZO
$51.3B
– –
-61
Closed -$262K
CRM icon
217
Salesforce
CRM
$154B
– –
-1,022
Closed -$242K
EBAY icon
218
eBay
EBAY
$51.2B
– –
-2,566
Closed -$233K
EG icon
219
Everest Group
EG
$15.6B
– –
-677
Closed -$237K
EXR icon
220
Extra Space Storage
EXR
$32.3B
– –
-1,447
Closed -$204K
KMI icon
221
Kinder Morgan
KMI
$70.9B
– –
-7,092
Closed -$201K
LIN icon
222
Linde
LIN
$236B
– –
-772
Closed -$367K
MRSH
223
Marsh
MRSH
$94.3B
– –
-1,065
Closed -$215K
MOH icon
224
Molina Healthcare
MOH
$10.4B
– –
-1,101
Closed -$211K
PG icon
225
Procter & Gamble
PG
$340B
– –
-3,567
Closed -$548K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Riversedge Advisors held 238 positions worth $615M, up 3.1% from $597M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Riversedge Advisors's Q4 2025 filing shows 40 new, 107 increased, 60 reduced and 24 closed positions. Its largest new stake was Grayscale CoinDesk Crypto 5 ETF: 112,313 shares worth $4.64M. The largest sale was Schwab US Large- Cap ETF, an estimated $11.9M.

By sector, the portfolio is most concentrated in Technology at 8.8% of assets, up from 8.4% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Riversedge Advisors's largest Q4 2025 buy was Grayscale CoinDesk Crypto 5 ETF: 112,313 shares worth $4.64M.
  • Riversedge Advisors added most to Vanguard Large-Cap ETF in Q4 2025, an estimated $10.1M increase.
  • Riversedge Advisors's biggest Q4 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $3.72M.
  • Riversedge Advisors fully exited Schwab US Large- Cap ETF in Q4 2025, selling an estimated $11.9M.
  • Riversedge Advisors's ten largest holdings make up 61% of its $615M portfolio in Q4 2025.
  • Riversedge Advisors opened 40 new positions and closed 24 in Q4 2025.
  • Riversedge Advisors's portfolio value rose 3.1% quarter-over-quarter to $615M.

Based on Riversedge Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.