We are live on ! Find out more
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
VV icon
1
Vanguard Large-Cap ETF
VV
$51.8B
$83.1M 13.51%
263,959
+32,488
+14% +$10.1M
IDEV icon
2
iShares Core MSCI International Developed Markets ETF
IDEV
$31.4B
$56.1M 9.12%
679,736
+42,511
+7% +$3.45M
BND icon
3
Vanguard Total Bond Market
BND
$158B
$49.6M 8.07%
669,857
+67,012
+11% +$4.99M
SPYG icon
4
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.1B
$36.4M 5.92%
341,218
-5,299
-2% -$562K
RSP icon
5
Invesco S&P 500 Equal Weight ETF
RSP
$97.9B
$29.1M 4.73%
151,988
+14,804
+11% +$2.81M
SCHF icon
6
Schwab International Equity ETF
SCHF
$65.7B
$26.6M 4.32%
1,106,210
+697
+0.1% +$16.6K
VWO icon
7
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$26.5M 4.32%
493,816
-41,101
-8% -$2.23M
SPYV icon
8
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.4B
$26.5M 4.3%
465,712
-16,158
-3% -$908K
AAPL icon
9
Apple
AAPL
$5.03T
$25.6M 4.17%
94,290
+2,060
+2% +$553K
VEA icon
10
Vanguard FTSE Developed Markets ETF
VEA
$226B
$17.1M 2.77%
273,119
-10,600
-4% -$649K
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$110B
$17M 2.76%
141,414
+25,758
+22% +$3.08M
VTEB icon
12
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$16.3M 2.65%
323,987
+2,253
+0.7% +$113K
IEFA icon
13
iShares Core MSCI EAFE ETF
IEFA
$188B
$15.6M 2.54%
174,716
-42,094
-19% -$3.72M
VUG icon
14
Vanguard Growth ETF
VUG
$215B
$14.6M 2.37%
179,172
-216
-0.1% -$17.5K
VTV icon
15
Vanguard Value ETF
VTV
$189B
$10.7M 1.73%
55,862
+872
+2% +$164K
VIOV icon
16
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.86B
$9.93M 1.61%
101,526
-2,383
-2% -$230K
BNDX icon
17
Vanguard Total International Bond ETF
BNDX
$82.1B
$9.24M 1.5%
191,282
+13,360
+8% +$660K
BTC
18
Grayscale Bitcoin Mini Trust ETF
BTC
$3.4B
$7.61M 1.24%
196,580
-29,708
-13% -$1.32M
NVDA icon
19
NVIDIA
NVDA
$4.7T
$6.47M 1.05%
34,713
+2,187
+7% +$407K
VTWG icon
20
Vanguard Russell 2000 Growth ETF
VTWG
$1.47B
$5.35M 0.87%
22,652
-770
-3% -$183K
MSFT icon
21
Microsoft
MSFT
$2.95T
$5.29M 0.86%
10,946
-552
-5% -$277K
SPEM icon
22
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.9B
$5.04M 0.82%
107,591
-1,687
-2% -$79.4K
GDLC
23
Grayscale CoinDesk Crypto 5 ETF
GDLC
$356M
$4.64M 0.75%
+112,313
New +$5.38M
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$4.15T
$4.06M 0.66%
12,958
+1,112
+9% +$318K
PLTR icon
25
Palantir
PLTR
$300B
$3.98M 0.65%
22,411
-343
-2% -$62.1K
1
2 3 4 5

Similar funds

SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM
TVAMP
Tennessee Valley Asset Management Partners Knoxville, Tennessee $757M AUM 14.19% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $757M AUM 1.93% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return

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.