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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
ROST icon
201
Ross Stores
ROST
$80.8B
$206K 0.03%
+953
New +$190K
TER icon
202
Teradyne
TER
$50B
$206K 0.03%
+696
New +$194K
MEDP icon
203
Medpace
MEDP
$16.3B
$205K 0.03%
427
-131
-23% -$67.1K
UBER icon
204
Uber
UBER
$145B
$205K 0.03%
+2,849
New +$219K
STT icon
205
State Street
STT
$48.4B
$205K 0.03%
+1,618
New +$207K
NBIX icon
206
Neurocrine Biosciences
NBIX
$18.2B
$204K 0.03%
+1,551
New +$206K
SAP icon
207
SAP
SAP
$215B
$204K 0.03%
1,190
-29
-2% -$5.99K
STLD icon
208
Steel Dynamics
STLD
$36.4B
$203K 0.03%
+1,127
New +$205K
GSK icon
209
GSK
GSK
$107B
$202K 0.03%
+3,669
New +$199K
GILD icon
210
Gilead Sciences
GILD
$165B
$202K 0.03%
+1,449
New +$203K
VO icon
211
Vanguard Mid-Cap ETF
VO
$106B
$201K 0.03%
2,796
– –
MFG icon
212
Mizuho Financial
MFG
$120B
$169K 0.03%
21,284
+133
+0.6% +$1.13K
LYG icon
213
Lloyds Banking Group
LYG
$85.2B
$148K 0.02%
29,445
+406
+1% +$2.23K
BBD icon
214
Banco Bradesco
BBD
$37.4B
$118K 0.02%
32,307
+778
+2% +$2.95K
ADT icon
215
ADT
ADT
$5.43B
$93K 0.02%
14,159
-8,390
-37% -$63K
ABEV icon
216
Ambev
ABEV
$47.9B
$64.1K 0.01%
21,937
+4,684
+27% +$13.4K
ACN icon
217
Accenture
ACN
$106B
– –
-1,225
Closed -$329K
ADP icon
218
Automatic Data Processing
ADP
$109B
– –
-1,006
Closed -$259K
AXP icon
219
American Express
AXP
$224B
– –
-596
Closed -$220K
BBY icon
220
Best Buy
BBY
$19B
– –
-3,273
Closed -$219K
BITB icon
221
Bitwise Bitcoin ETF
BITB
$2.44B
– –
-4,860
Closed -$231K
CIL
222
DELISTED
VictoryShares International Volatility Wtd ETF
CIL
– –
-11,034
Closed -$596K
CMG icon
223
Chipotle Mexican Grill
CMG
$43.9B
– –
-6,929
Closed -$256K
CRWD icon
224
CrowdStrike
CRWD
$183B
– –
-2,516
Closed -$295K
DHI icon
225
D.R. Horton
DHI
$41.2B
– –
-2,342
Closed -$337K
7 8
9
10 11

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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.