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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 | |
|---|---|---|---|---|---|---|---|
|
1
Vanguard Morningstar Value ETF
VTV
$189B
| $86.4M | 11.38% |
396,548
+21,512
| +6% | +$4.49M |
2020 Q4
22 quarters
|
|
|
2
iShares Core MSCI International Developed Markets ETF
IDEV
$32.9B
| $58.9M | 7.76% |
661,655
+33,185
| +5% | +$2.94M |
2024 Q4
6 quarters
|
|
3
Vanguard Morningstar Large-Cap ETF
VV
$55.3B
| $50.6M | 6.66% |
147,058
-535
| -0.4% | -$178K |
2023 Q1
13 quarters
|
|
|
4
Apple
AAPL
$4.97T
| $44.5M | 5.86% |
153,766
+61,236
| +66% | +$17.5M |
2020 Q2
24 quarters
|
|
5
Vanguard Total Bond Market
BND
$162B
| $41.6M | 5.49% |
567,270
+12,665
| +2% | +$929K |
2024 Q4
6 quarters
|
|
|
6
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$57.9B
| $38.5M | 5.07% |
323,310
-7,006
| -2% | -$801K |
2020 Q1
25 quarters
|
|
7
Schwab International Equity ETF
SCHF
$67.3B
| $30.2M | 3.98% |
1,090,363
+761
| +0.1% | +$20.5K |
2020 Q1
25 quarters
|
|
8
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
| $27.7M | 3.65% |
455,543
-2,844
| -0.6% | -$170K |
2020 Q1
25 quarters
|
|
9
Vanguard FTSE Emerging Markets ETF
VWO
$126B
| $23.4M | 3.08% |
391,831
+10,065
| +3% | +$592K |
2019 Q2
28 quarters
|
|
10
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $19.2M | 2.52% |
268,893
-3,532
| -1% | -$246K |
2019 Q2
28 quarters
|
|
11
Vanguard Tax-Exempt Bond Index Fund
VTEB
$49.7B
| $17.7M | 2.33% |
350,427
+20,296
| +6% | +$1.02M |
2019 Q2
28 quarters
|
|
12
Vanguard Morningstar Growth ETF
VUG
$237B
| $16.2M | 2.13% |
188,068
+3,316
| +2% | +$279K |
2020 Q4
22 quarters
|
|
|
13
iShares Core MSCI EAFE ETF
IEFA
$189B
| $16.2M | 2.13% |
167,699
-3,035
| -2% | -$292K |
2022 Q3
15 quarters
|
|
14
JPMorgan Active Bond ETF
JBND
$8.83B
| $12M | 1.57% |
223,369
+1,935
| +0.9% | +$104K |
2026 Q1
1 quarter
|
|
15
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.76B
| $11.6M | 1.53% |
98,928
-1,308
| -1% | -$145K |
2020 Q1
25 quarters
|
|
16
iShares Core S&P Small-Cap ETF
IJR
$103B
| $10.2M | 1.35% |
69,094
+2,016
| +3% | +$277K |
2025 Q1
5 quarters
|
|
17
Invesco S&P 500 Equal Weight ETF
RSP
$97.3B
| $9.21M | 1.21% |
43,283
+1
| +0% | +$205 |
2021 Q1
21 quarters
|
|
|
18
NVIDIA
NVDA
$5.48T
| $8.29M | 1.09% |
41,423
+5,773
| +16% | +$1.19M |
2023 Q1
13 quarters
|
|
|
19
Fidelity Enhanced Small Cap Core ETF
FESM
$6.51B
| $7.71M | 1.02% |
159,597
-9,589
| -6% | -$421K |
2026 Q1
1 quarter
|
|
|
20
Avantis Emerging Markets Equity ETF
AVEM
$28.2B
| $7.63M | 1% |
79,048
-3,723
| -4% | -$343K |
2026 Q1
1 quarter
|
|
|
21
iShares Bitcoin Trust
IBIT
$66.5B
| $7.26M | 0.96% |
218,175
+175,819
| +415% | +$7.15M |
2025 Q1
5 quarters
|
|
22
Vanguard Total International Bond ETF
BNDX
$83.2B
| $6.69M | 0.88% |
138,239
+4,177
| +3% | +$201K |
2025 Q1
5 quarters
|
|
23
iShares MSCI Intl Value Factor ETF
IVLU
$4.45B
| $6.49M | 0.86% |
155,273
+5,259
| +4% | +$221K |
2026 Q1
1 quarter
|
|
24
VanEck Inflation Allocation ETF
RAAX
$1.4B
| $6.28M | 0.83% |
158,232
-1,470
| -0.9% | -$60.6K |
2026 Q1
1 quarter
|
|
25
Vanguard Russell 2000 Growth ETF
VTWG
$1.41B
| $6.27M | 0.83% |
21,783
-453
| -2% | -$121K |
2020 Q1
25 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.