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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
+9.18%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$511M
AUM Growth
+$62.9M
Cap. Flow
+$24.7M
Cap. Flow %
4.83%
Top 10 Hldgs %
62.93%
Holding
136
New
18
Increased
57
Reduced
46
Closed
10

Top Buys

Rank Stock Value
1
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$27.9M
2
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$6.27M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.09M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.96M
5
VTV icon
Vanguard Morningstar Value ETF
VTV
+$2.71M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$12.9M
2
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$4.78M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.24M
4
SFLO icon
VictoryShares Small Cap Free Cash Flow ETF
SFLO
+$2.71M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.24M

Sector Composition

Rank Sector Weight
1 Miscellaneous 87.9%
2 Technology 6.62%
3 Financials 1.64%
4 Consumer Discretionary 1.06%
5 Communication Services 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VV icon
1
Vanguard Morningstar Large-Cap ETF
VV
$54.4B
$62.1M 12.15%
217,692
+106,011
+95% +$27.9M
IDEV icon
2
iShares Core MSCI International Developed Markets ETF
IDEV
$32.6B
$45.5M 8.9%
598,627
+86,721
+17% +$6.27M
BND icon
3
Vanguard Total Bond Market
BND
$162B
$43.2M 8.45%
586,553
+35,550
+6% +$2.59M
SPYG icon
4
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
$33.5M 6.56%
351,671
-7,998
-2% -$686K
SPYV icon
5
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.7B
$26.4M 5.16%
503,703
-38,572
-7% -$1.93M
VWO icon
6
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$26.1M 5.11%
528,209
+63,831
+14% +$2.96M
SCHF icon
7
Schwab International Equity ETF
SCHF
$69.6B
$24.6M 4.81%
1,113,654
-10,004
-0.9% -$208K
RSP icon
8
Invesco S&P 500 Equal Weight ETF
RSP
$99.8B
$23.7M 4.64%
130,495
-5,387
-4% -$930K
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$195B
$18.7M 3.65%
223,604
-40,827
-15% -$3.24M
AAPL icon
10
Apple
AAPL
$4.59T
$17.9M 3.51%
87,449
-1,125
-1% -$227K
VEA icon
11
Vanguard FTSE Developed Markets ETF
VEA
$239B
$16.3M 3.18%
285,258
+2,965
+1% +$159K
VTEB icon
12
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
$14.9M 2.91%
303,926
+44,461
+17% +$2.17M
SCHX icon
13
Schwab US Large- Cap ETF
SCHX
$74.5B
$14M 2.74%
573,799
-571,421
-50% -$12.9M
VUG icon
14
Vanguard Morningstar Growth ETF
VUG
$229B
$12.4M 2.42%
169,488
+26,298
+18% +$1.73M
IJR icon
15
iShares Core S&P Small-Cap ETF
IJR
$111B
$11.4M 2.23%
104,113
+39,566
+61% +$4.09M
VTV icon
16
Vanguard Morningstar Value ETF
VTV
$193B
$8.87M 1.73%
50,160
+16,040
+47% +$2.71M
VIOV icon
17
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.88B
$8.85M 1.73%
103,387
+31,335
+43% +$2.55M
BNDX icon
18
Vanguard Total International Bond ETF
BNDX
$82.7B
$8.53M 1.67%
172,375
-8,275
-5% -$407K
SCHA icon
19
Schwab U.S Small- Cap ETF
SCHA
$23B
$5.02M 0.98%
198,224
-94,821
-32% -$2.24M
VTWG icon
20
Vanguard Russell 2000 Growth ETF
VTWG
$1.54B
$4.9M 0.96%
23,506
-829
-3% -$159K
SPEM icon
21
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.9B
$4.69M 0.92%
109,794
-4,016
-4% -$162K
MSFT icon
22
Microsoft
MSFT
$3.75T
$4.52M 0.88%
9,093
+2,518
+38% +$1.09M
BTC
23
Grayscale Bitcoin Mini Trust ETF
BTC
$4.23B
$4.25M 0.83%
88,934
+32,302
+57% +$1.41M
NVDA icon
24
NVIDIA
NVDA
$5.52T
$3.98M 0.78%
25,188
+2,812
+13% +$354K
VBK icon
25
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$3.41M 0.67%
12,319
-2,181
-15% -$562K
1
2 3 4 5

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Riversedge Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Riversedge Advisors held 136 positions worth $511M, up 14% from $448M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Riversedge Advisors deployed $24.7M of net new capital in Q2 2025, opening 18 new positions and adding to 57 existing holdings. Its largest new stake was Vanguard S&P Small-Cap 600 Growth ETF: 4,877 shares worth $558K.

By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, down from 88% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Schwab US Large- Cap ETF, an estimated $12.9M trimmed.

  • Riversedge Advisors's largest Q2 2025 buy was Vanguard S&P Small-Cap 600 Growth ETF: 4,877 shares worth $558K.
  • Riversedge Advisors added most to Vanguard Morningstar Large-Cap ETF in Q2 2025, an estimated $27.9M increase.
  • Riversedge Advisors's biggest Q2 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $12.9M.
  • Riversedge Advisors fully exited iShares MSCI Emerging Markets ex China ETF in Q2 2025, selling an estimated $4.78M.
  • Riversedge Advisors's ten largest holdings make up 63% of its $511M portfolio in Q2 2025.
  • Riversedge Advisors opened 18 new positions and closed 10 in Q2 2025.
  • Riversedge Advisors's portfolio value rose 14% quarter-over-quarter to $511M.

Based on Riversedge Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.