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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
(+23%)
Cap. Flow
+$67.3M
Cap. Flow
% of AUM
8.87%
Top 10 Holdings %
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 |
Apple
AAPL
|
+$17.5M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$7.15M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$4.49M |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$2.94M |
| 5 |
NVIDIA
NVDA
|
+$1.19M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$7.25M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$801K |
| 3 |
Fidelity Enhanced Small Cap Core ETF
FESM
|
+$421K |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$343K |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
201
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
| $312K | 0.04% |
8,613
+5
| +0.1% | +$179 |
2021 Q3
19 quarters
|
|
202
Occidental Petroleum
OXY
$61.7B
| $308K | 0.04% |
+6,332
| New | +$360K |
2026 Q2
0 quarters
|
|
203
Hartford Financial Services
HIG
$35.1B
| $307K | 0.04% |
2,319
-334
| -13% | -$44.7K |
2025 Q1
5 quarters
|
|
204
Emcor
EME
$33.8B
| $306K | 0.04% |
368
+22
| +6% | +$18.6K |
2026 Q1
1 quarter
|
|
205
Marvell Technology
MRVL
$232B
| $299K | 0.04% |
+1,004
| New | +$201K |
2026 Q2
0 quarters
|
|
206
Synopsys
SNPS
$93.1B
| $298K | 0.04% |
+667
| New | +$314K |
2026 Q2
0 quarters
|
|
207
Sony
SONY
$142B
| $296K | 0.04% |
14,759
+4,434
| +43% | +$93.5K |
2025 Q1
5 quarters
|
|
208
Rio Tinto
RIO
$148B
| $296K | 0.04% |
3,116
+747
| +32% | +$75.7K |
2026 Q1
1 quarter
|
|
209
Cooper Companies
COO
$10.4B
| $296K | 0.04% |
+4,124
| New | +$270K |
2026 Q2
0 quarters
|
|
210
BorgWarner
BWA
$12.2B
| $295K | 0.04% |
4,443
| – | – |
2025 Q4
2 quarters
|
|
211
Arista Networks
ANET
$256B
| $295K | 0.04% |
1,736
-178
| -9% | -$28K |
2025 Q3
3 quarters
|
|
212
State Street
STT
$43.8B
| $292K | 0.04% |
1,719
+101
| +6% | +$15.6K |
2026 Q1
1 quarter
|
|
213
Neurocrine Biosciences
NBIX
$13.9B
| $291K | 0.04% |
1,726
+175
| +11% | +$26K |
2026 Q1
1 quarter
|
|
214
Pinnacle Financial Partners Inc
PNFP
$13.9B
| $285K | 0.04% |
2,828
+148
| +6% | +$14.2K |
2025 Q3
3 quarters
|
|
215
Paychex
PAYX
$38B
| $285K | 0.04% |
+2,895
| New | +$274K |
2026 Q2
0 quarters
|
|
216
Vertiv
VRT
$87.9B
| $284K | 0.04% |
+849
| New | +$269K |
2026 Q2
0 quarters
|
|
217
Toyota
TM
$222B
| $283K | 0.04% |
1,683
+139
| +9% | +$26.3K |
2025 Q1
5 quarters
|
|
218
Parker-Hannifin
PH
$121B
| $283K | 0.04% |
+289
| New | +$265K |
2026 Q2
0 quarters
|
|
219
Medtronic
MDT
$118B
| $282K | 0.04% |
+3,605
| New | +$291K |
2026 Q2
0 quarters
|
|
220
Qualcomm
QCOM
$185B
| $282K | 0.04% |
+1,524
| New | +$285K |
2026 Q2
0 quarters
|
|
221
Dell
DELL
$338B
| $282K | 0.04% |
+653
| New | +$189K |
2026 Q2
0 quarters
|
|
222
Applied Industrial Technologies
AIT
$12.3B
| $281K | 0.04% |
+831
| New | +$255K |
2026 Q2
0 quarters
|
|
223
Adobe
ADBE
$92.9B
| $281K | 0.04% |
1,369
+280
| +26% | +$66.3K |
2025 Q1
5 quarters
|
|
224
LyondellBasell Industries
LYB
$19.7B
| $279K | 0.04% |
+5,298
| New | +$366K |
2026 Q2
0 quarters
|
|
225
United Parcel Service
UPS
$80.3B
| $278K | 0.04% |
+2,590
| New | +$269K |
2026 Q2
0 quarters
|
|
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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.