Free Trial

Riversedge Advisors, LLC Top Holdings and 13F Report (2025)

About Riversedge Advisors, LLC

Investment Activity

  • Riversedge Advisors, LLC has $596.69 million in total holdings as of September 30, 2025.
  • Riversedge Advisors, LLC owns shares of 198 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
  • Approximately 9.50% of the portfolio was purchased this quarter.
  • About 1.39% of the portfolio was sold this quarter.
  • This quarter, Riversedge Advisors, LLC has purchased 126 new stocks and bought additional shares in 93 stocks.
  • Riversedge Advisors, LLC sold shares of 27 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

38964R203 - GRAYSCALE ETHEREUM MINI TR E
$1,420,275 Holding
921909768 - Vanguard Total International Stock ETF
$721,083 Holding
742718109 - Procter & Gamble
$548,026 Holding
931142103 - Walmart
$528,936 Holding
58933Y105 - Merck & Co., Inc.
$490,072 Holding

Largest Purchases this Quarter

GRAYSCALE BITCOIN MINI TR ET
137,354 shares (about $6.95M)
Vanguard Large-Cap ETF
13,779 shares (about $4.24M)
GRAYSCALE ETHEREUM MINI TR E
36,250 shares (about $1.42M)
iShares Core S&P Small-Cap ETF
11,543 shares (about $1.37M)

Largest Sales this Quarter

Schwab US Large-Cap ETF
123,241 shares (about $3.25M)
SPDR Portfolio S&P 500 Value ETF
21,833 shares (about $1.21M)
Schwab US Small-Cap ETF
41,033 shares (about $1.14M)
iShares Core MSCI EAFE ETF
6,794 shares (about $593.18K)
SPDR Portfolio S&P 500 Growth ETF
5,154 shares (about $538.65K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiversedge Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$71,260,814$4,242,012 6.3%231,47111.9%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$51,086,328$3,094,402 6.4%637,2258.6%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$44,833,571$1,211,636 2.8%602,8457.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$36,214,540$538,645 -1.5%346,5176.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$28,981,776$363,439 1.3%534,9174.9%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$26,661,849$1,208,019 -4.3%481,8704.5%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$26,023,892$1,268,908 5.1%137,1844.4%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$25,736,354$189,523 -0.7%1,105,5134.3%ETF
Apple Inc. stock logo
AAPL
Apple
$23,484,487$1,217,384 5.5%92,2303.9%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$18,929,691$593,184 -3.0%216,8103.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$17,000,417$92,217 -0.5%283,7192.8%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$16,109,227$891,647 5.9%321,7342.7%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$14,339,539$791,365 5.8%29,8982.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$13,743,387$1,371,653 11.1%115,6562.3%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$11,867,705$3,246,170 -21.5%450,5582.0%ETF
GRAYSCALE BITCOIN MINI TR ET
$11,456,961$6,954,233 154.4%226,2881.9%SHS NEW
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$10,255,084$900,747 9.6%54,9901.7%ETF
Vanguard S&P Small-Cap 600 Value ETF stock logo
VIOV
Vanguard S&P Small-Cap 600 Value ETF
$9,894,208$49,705 0.5%103,9091.7%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$8,800,004$274,354 3.2%177,9221.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,068,668$1,369,117 29.1%32,5261.0%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$5,955,497$1,245,692 26.4%11,4981.0%Computer and Technology
Vanguard Russell 2000 Growth ETF stock logo
VTWG
Vanguard Russell 2000 Growth ETF
$5,475,559$19,637 -0.4%23,4220.9%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$5,115,285$24,154 -0.5%109,2780.9%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$4,385,640$1,144,824 -20.7%157,1910.7%ETF
PALANTIR TECHNOLOGIES INC
$4,150,785$161,259 4.0%22,7540.7%CL A
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$3,506,571$159,822 -4.4%11,7820.6%ETF
ISHARES BITCOIN TRUST ETF
$3,441,555$466,570 15.7%52,9470.6%SHS BEN INT
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$2,964,786$155,767 5.5%78,4750.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,879,699$445,836 18.3%11,8460.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,685,418$593,076 28.3%12,2300.5%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,309,586$22,755 -1.0%3,4510.4%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$2,295,447$71,378 -3.0%78,8540.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,128,811$442,518 26.2%8,7410.4%Computer and Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$2,028,891$99,138 -4.7%9,7210.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,932,154$465,597 31.7%2,6310.3%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,775,594$446,373 33.6%5,3820.3%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,696,606$59,209 -3.4%15,9320.3%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,586,645$3,742 -0.2%13,1430.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,556,075$398,914 34.5%3,4990.3%Auto/Tires/Trucks
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,514,606$29,113 -1.9%2,0290.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,420,743$259,414 22.3%2,8260.2%Finance
GRAYSCALE ETHEREUM MINI TR E
$1,420,275$1,420,275 New Holding36,2500.2%SHS NEW
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$1,339,326$17,510 -1.3%26,3130.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,299,633$305,982 30.8%4,1200.2%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,269,652$80,715 6.8%4,5460.2%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,169,504$631,287 117.3%1,9100.2%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$1,137,778$19,843 -1.7%3,5550.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,082,314$280,260 34.9%3,2980.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,048,572$175,032 20.0%4,5290.2%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$982,561$43,484 4.6%1,0620.2%Retail/Wholesale
SPDR Nuveen ICE High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen ICE High Yield Municipal Bond ETF
$972,649$83,541 -7.9%39,0150.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$970,761$177,463 22.4%5,2350.2%Medical
Moody's Corporation stock logo
MCO
Moody's
$967,731$7,147 0.7%2,0310.2%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$937,2430.0%17,3980.2%ETF
Vanguard S&P Small-Cap 600 Growth ETF stock logo
VIOG
Vanguard S&P Small-Cap 600 Growth ETF
$803,616$209,792 35.3%6,6000.1%ETF
SPDR SSGA US Large Cap Low Volatility Index ETF stock logo
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
$727,321$152,164 -17.3%4,0820.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$721,083$721,083 New Holding9,8160.1%ETF
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$714,920$65,058 10.0%4,0000.1%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$714,199$123,244 20.9%2,0920.1%Business Services
Chevron Corporation stock logo
CVX
Chevron
$710,182$109,330 18.2%4,5730.1%Energy
McDonald's Corporation stock logo
MCD
McDonald's
$705,054$55,006 8.5%2,3200.1%Retail/Wholesale
Bank of America Corporation stock logo
BAC
Bank of America
$642,058$95,187 17.4%12,4450.1%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$621,979$44,572 7.7%1,5350.1%Retail/Wholesale
CIL
VictoryShares International Volatility Wtd ETF
$588,441$2,012 0.3%11,4040.1%Manufacturing
Mastercard Incorporated stock logo
MA
Mastercard
$587,814$214,527 57.5%1,0330.1%Business Services
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$573,212$31,493 5.8%7,3170.1%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$552,702$31,172 6.0%4610.1%Consumer Discretionary
Capital One Financial Corporation stock logo
COF
Capital One Financial
$551,858$185,795 50.8%2,5960.1%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$548,026$548,026 New Holding3,5670.1%Consumer Staples
Walmart Inc. stock logo
WMT
Walmart
$528,936$528,936 New Holding5,1320.1%Retail/Wholesale
Adobe Inc. stock logo
ADBE
Adobe
$526,303$322,414 158.1%1,4920.1%Computer and Technology
Citigroup Inc. stock logo
C
Citigroup
$520,997$119,262 29.7%5,1330.1%Financial Services
HSBC Holdings plc stock logo
HSBC
HSBC
$512,831$59,765 13.2%7,2250.1%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$502,822$13,394 2.7%3,7540.1%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$490,072$490,072 New Holding5,8390.1%Medical
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$482,487$199,693 70.6%4,2790.1%Energy
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$479,697$44,638 10.3%4,4920.1%ETF
Oracle Corporation stock logo
ORCL
Oracle
$479,513$130,495 37.4%1,7050.1%Computer and Technology
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$476,449$476,449 New Holding2,2290.1%Retail/Wholesale
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$471,677$3,086 0.7%9,7820.1%Finance
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$466,472$30,186 6.9%1,9780.1%Industrials
GE Aerospace stock logo
GE
GE Aerospace
$413,960$413,960 New Holding1,3760.1%Aerospace
Devon Energy Corporation stock logo
DVN
Devon Energy
$411,243$132,103 47.3%11,7300.1%Energy
AT&T Inc. stock logo
T
AT&T
$410,971$52,865 14.8%14,5530.1%Computer and Technology
ASML Holding N.V. stock logo
ASML
ASML
$409,502$2,904 0.7%4230.1%Computer and Technology
Novartis AG stock logo
NVS
Novartis
$406,521$50,911 14.3%3,1700.1%Medical
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$396,310$94,765 31.4%3,6760.1%Retail/Wholesale
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$395,351$21,467 -5.2%8840.1%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$392,069$392,069 New Holding1,1350.1%Medical
Synchrony Financial stock logo
SYF
Synchrony Financial
$391,770$95,989 32.5%5,5140.1%Finance
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$391,117$144,331 58.5%1,4010.1%Finance
Roblox Corporation stock logo
RBLX
Roblox
$383,146$383,146 New Holding2,7660.1%Consumer Discretionary
SAP SE stock logo
SAP
SAP
$382,378$5,611 1.5%1,4310.1%Computer and Technology
Intel Corporation stock logo
INTC
Intel
$379,020$379,020 New Holding11,2970.1%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$376,742$15,932 -4.1%8040.1%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$375,567$85,139 29.3%4720.1%Finance
AstraZeneca PLC stock logo
AZN
AstraZeneca
$374,394$63,141 20.3%4,8800.1%Medical
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$368,512$140,035 61.3%8,1710.1%Medical
LINDE PLC
$366,700$134,900 58.2%7720.1%SHS
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$365,501$48,321 15.2%2,4810.1%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data