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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
+8.04%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$597M
AUM Growth
+$85.4M
Cap. Flow
+$46.2M
Cap. Flow %
7.74%
Top 10 Hldgs %
59.2%
Holding
200
New
74
Increased
93
Reduced
27
Closed
2

Top Buys

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$6.97M
2
VV icon
Vanguard Large-Cap ETF
VV
+$4.08M
3
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3M
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.34M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.33M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.13M
2
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.18M
3
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$577K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$513K

Sector Composition

Rank Sector Weight
1 Technology 8.35%
2 Financials 2.34%
3 Consumer Discretionary 1.72%
4 Communication Services 1.47%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VV icon
1
Vanguard Large-Cap ETF
VV
$51.2B
$71.3M 11.94%
231,471
+13,779
+6% +$4.08M
IDEV icon
2
iShares Core MSCI International Developed Markets ETF
IDEV
$31.1B
$51.1M 8.56%
637,225
+38,598
+6% +$3M
BND icon
3
Vanguard Total Bond Market
BND
$158B
$44.8M 7.51%
602,845
+16,292
+3% +$1.2M
SPYG icon
4
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$49.4B
$36.2M 6.07%
346,517
-5,154
-1% -$513K
VWO icon
5
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$29M 4.86%
534,917
+6,708
+1% +$346K
SPYV icon
6
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$26.7M 4.47%
481,870
-21,833
-4% -$1.18M
RSP icon
7
Invesco S&P 500 Equal Weight ETF
RSP
$97.3B
$26M 4.36%
137,184
+6,689
+5% +$1.25M
SCHF icon
8
Schwab International Equity ETF
SCHF
$64.9B
$25.7M 4.31%
1,105,513
-8,141
-0.7% -$184K
AAPL icon
9
Apple
AAPL
$4.97T
$23.5M 3.94%
92,230
+4,781
+5% +$1.08M
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$186B
$18.9M 3.17%
216,810
-6,794
-3% -$577K
VEA icon
11
Vanguard FTSE Developed Markets ETF
VEA
$223B
$17M 2.85%
283,719
-1,539
-0.5% -$89.7K
VTEB icon
12
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$16.1M 2.7%
321,734
+17,808
+6% +$875K
VUG icon
13
Vanguard Growth ETF
VUG
$212B
$14.3M 2.4%
179,388
+9,900
+6% +$757K
IJR icon
14
iShares Core S&P Small-Cap ETF
IJR
$109B
$13.7M 2.3%
115,656
+11,543
+11% +$1.33M
SCHX icon
15
Schwab US Large- Cap ETF
SCHX
$70.3B
$11.9M 1.99%
450,558
-123,241
-21% -$3.13M
BTC
16
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$11.5M 1.92%
226,288
+137,354
+154% +$6.97M
VTV icon
17
Vanguard Value ETF
VTV
$188B
$10.3M 1.72%
54,990
+4,830
+10% +$875K
VIOV icon
18
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.85B
$9.89M 1.66%
103,909
+522
+0.5% +$47.8K
BNDX icon
19
Vanguard Total International Bond ETF
BNDX
$82B
$8.8M 1.47%
177,922
+5,547
+3% +$274K
NVDA icon
20
NVIDIA
NVDA
$4.6T
$6.07M 1.02%
32,526
+7,338
+29% +$1.28M
MSFT icon
21
Microsoft
MSFT
$2.9T
$5.96M 1%
11,498
+2,405
+26% +$1.23M
VTWG icon
22
Vanguard Russell 2000 Growth ETF
VTWG
$1.44B
$5.48M 0.92%
23,422
-84
-0.4% -$18.5K
SPEM icon
23
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.7B
$5.12M 0.86%
109,278
-516
-0.5% -$22.9K
SCHA icon
24
Schwab U.S Small- Cap ETF
SCHA
$21.8B
$4.39M 0.74%
157,191
-41,033
-21% -$1.1M
PLTR icon
25
Palantir
PLTR
$295B
$4.15M 0.7%
22,754
+884
+4% +$143K
1
2 3 4 5

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SIG
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OM
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CFS
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IAS
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TVAMP
Tennessee Valley Asset Management Partners Knoxville, Tennessee $757M AUM 14.19% 1-Year Est. Return
RFM
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BCM
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MWA
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Riversedge Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Riversedge Advisors held 200 positions worth $597M, up 17% from $511M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Riversedge Advisors deployed $46.2M of net new capital in Q3 2025, opening 74 new positions and adding to 93 existing holdings. Its largest new stake was Grayscale Ethereum Staking Mini ETF Shares: 36,250 shares worth $1.42M.

By sector, the portfolio is most concentrated in Technology at 8.4% of assets, up from 6.6% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Schwab US Large- Cap ETF, an estimated $3.13M trimmed.

  • Riversedge Advisors's largest Q3 2025 buy was Grayscale Ethereum Staking Mini ETF Shares: 36,250 shares worth $1.42M.
  • Riversedge Advisors added most to Grayscale Bitcoin Mini Trust ETF in Q3 2025, an estimated $6.97M increase.
  • Riversedge Advisors's biggest Q3 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $3.13M.
  • Riversedge Advisors fully exited Schwab US Large-Cap Growth ETF in Q3 2025, selling an estimated $222K.
  • Riversedge Advisors's ten largest holdings make up 59% of its $597M portfolio in Q3 2025.
  • Riversedge Advisors opened 74 new positions and closed 2 in Q3 2025.
  • Riversedge Advisors's portfolio value rose 17% quarter-over-quarter to $597M.

Based on Riversedge Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.