Riversedge Advisors, LLC Top Holdings and 13F Report (2026)

About Riversedge Advisors, LLC

Investment Activity

Riversedge Advisors, LLC has $759.10 million in total holdings as of June 30, 2026.
Riversedge Advisors, LLC owns shares of 315 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
Approximately 14.08% of the portfolio was purchased this quarter.
About 1.92% of the portfolio was sold this quarter.
This quarter, Riversedge Advisors, LLC has purchased 216 new stocks and bought additional shares in 145 stocks.
Riversedge Advisors, LLC sold shares of 52 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Vanguard Value ETF: $86,419,717
iShares Core MSCI International Developed Markets ETF: $58,893,878
Apple: $50,685,902
Vanguard Large-Cap ETF: $50,574,627
Vanguard Total Bond Market ETF: $41,643,301

Largest New Holdings this Quarter

833445109 - Snowflake: $595,785 Holding
G7997R103 - Seagate Technology: $592,510 Holding
94106B101 - Waste Connections: $556,245 Holding
144285103 - Carpenter Technology: $549,604 Holding
038222105 - Applied Materials: $522,729 Holding

Largest Purchases this Quarter

Apple: 82,636 shares (about $23.91M)
Vanguard Growth ETF: 157,276 shares (about $13.55M)
ISHARES BITCOIN TRUST ETF: 175,819 shares (about $5.85M)
Vanguard Value ETF: 21,512 shares (about $4.69M)
iShares Core MSCI International Developed Markets ETF: 33,185 shares (about $2.95M)

Largest Sales this Quarter

GRAYSCALE BITCOIN MINI TR ET: 228,399 shares (about $5.93M)
SPDR Portfolio S&P 500 Growth ETF: 7,006 shares (about $833.65K)
FIDELITY COVINGTON TRUST: 9,589 shares (about $463.05K)
SANDISK CORP: 202 shares (about $459.29K)
Intel: 2,795 shares (about $390.27K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTV Vanguard Value ETF	$86,419,717	$4,688,111 â–²	5.7%	396,548	11.4%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$58,893,878	$2,953,795 â–²	5.3%	661,655	7.8%	ETF
AAPL Apple	$50,685,902	$23,911,491 â–²	89.3%	175,166	6.7%	Computer and Technology
VV Vanguard Large-Cap ETF	$50,574,627	$183,992 â–¼	-0.4%	147,058	6.7%	ETF
BND Vanguard Total Bond Market ETF	$41,643,301	$929,738 â–²	2.3%	567,270	5.5%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$38,470,707	$833,645 â–¼	-2.1%	323,310	5.1%	ETF
SCHF Schwab International Equity ETF	$30,203,064	$21,080 â–²	0.1%	1,090,363	4.0%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$27,692,475	$172,887 â–¼	-0.6%	455,543	3.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$23,388,401	$600,780 â–²	2.6%	391,831	3.1%	ETF
VEA Vanguard FTSE Developed Markets ETF	$19,158,620	$251,655 â–¼	-1.3%	268,893	2.5%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$17,724,623	$1,026,573 â–²	6.1%	350,427	2.3%	ETF
VUG Vanguard Growth ETF	$16,200,162	$13,547,742 â–²	510.8%	188,068	2.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$16,196,383	$293,121 â–¼	-1.8%	167,699	2.1%	ETF
J P MORGAN EXCHANGE TRADED F	$11,950,242	$103,523 â–²	0.9%	223,369	1.6%	ACTIVE BOND ETF
VIOV Vanguard S&P Small-Cap 600 Value ETF	$11,607,193	$153,467 â–¼	-1.3%	98,928	1.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$10,247,388	$298,995 â–²	3.0%	69,094	1.3%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$9,209,279	$213 â–²	0.0%	43,283	1.2%	ETF
NVDA NVIDIA	$8,288,274	$1,155,112 â–²	16.2%	41,423	1.1%	Computer and Technology
FIDELITY COVINGTON TRUST	$7,706,955	$463,054 â–¼	-5.7%	159,597	1.0%	ENHANCED SML CAP
AVEM Avantis Emerging Markets Equity ETF	$7,627,313	$359,231 â–¼	-4.5%	79,048	1.0%	ETF
ISHARES BITCOIN TRUST ETF	$7,263,046	$5,853,015 â–²	415.1%	218,175	1.0%	SHS BEN INT
BNDX Vanguard Total International Bond ETF	$6,694,896	$202,292 â–²	3.1%	138,239	0.9%	ETF
IVLU iShares MSCI Intl Value Factor ETF	$6,493,528	$219,932 â–²	3.5%	155,273	0.9%	ETF
RAAX VanEck Real Assets ETF	$6,277,063	$58,315 â–¼	-0.9%	158,232	0.8%	ETF
VTWG Vanguard Russell 2000 Growth ETF	$6,266,511	$130,319 â–¼	-2.0%	21,783	0.8%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$5,490,946	$10,460 â–¼	-0.2%	106,044	0.7%	ETF
GOOGL Alphabet	$4,863,337	$196,906 â–²	4.2%	13,609	0.6%	Computer and Technology
MSFT Microsoft	$4,736,362	$1,085,517 â–²	29.7%	12,697	0.6%	Computer and Technology
AMZN Amazon.com	$4,658,438	$676,421 â–²	17.0%	19,545	0.6%	Retail/Wholesale
VBK Vanguard Small-Cap Growth ETF	$3,870,839	$40,957 â–¼	-1.0%	10,585	0.5%	ETF
GOOG Alphabet	$3,857,174	$579,795 â–²	17.7%	10,917	0.5%	Computer and Technology
GRAYSCALE BITCOIN MINI TR ET	$3,675,818	$5,926,955 â–¼	-61.7%	141,650	0.5%	SHS NEW
JPIB JPMorgan International Bond Opportunities ETF	$2,961,244	$53,040 â–²	1.8%	61,246	0.4%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$2,788,568	$18,206 â–²	0.7%	80,108	0.4%	ETF
MU Micron Technology	$2,769,142	$110,812 â–²	4.2%	2,399	0.4%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$2,601,858	$25,784 â–¼	-1.0%	22,301	0.3%	CL A
AVGO Broadcom	$2,586,552	$219,481 â–²	9.3%	6,847	0.3%	Computer and Technology
TSLA Tesla	$2,244,322	$200,206 â–²	9.8%	5,336	0.3%	Auto/Tires/Trucks
TSM Taiwan Semiconductor Manufacturing	$2,202,075	$119,870 â–¼	-5.2%	4,611	0.3%	Computer and Technology
IVV iShares Core S&P 500 ETF	$2,180,023	$284,579 â–¼	-11.5%	2,911	0.3%	ETF
VGT Vanguard Information Technology ETF	$1,912,670	$1,673,512 â–²	699.8%	16,003	0.3%	ETF
VBR Vanguard Small-Cap Value ETF	$1,903,950	$210,173 â–¼	-9.9%	7,836	0.3%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$1,788,638	$31,949 â–¼	-1.8%	48,315	0.2%	ETF
BRK.B Berkshire Hathaway	$1,735,853	$353,776 â–²	25.6%	3,469	0.2%	Finance
IVW iShares S&P 500 Growth ETF	$1,632,651	$131,481 â–¼	-7.5%	11,871	0.2%	ETF
JPM JPMorgan Chase & Co.	$1,610,766	$518,483 â–²	47.5%	4,921	0.2%	Finance
META Meta Platforms	$1,598,617	$285,588 â–²	21.8%	2,838	0.2%	Computer and Technology
JNJ Johnson & Johnson	$1,582,373	$57,139 â–²	3.7%	6,231	0.2%	Medical
MUB iShares National Muni Bond ETF	$1,426,314	$6,888 â–²	0.5%	13,253	0.2%	ETF
IWO iShares Russell 2000 Growth ETF	$1,401,730	$394 â–²	0.0%	3,558	0.2%	ETF
LLY Eli Lilly and Company	$1,390,139	$403,008 â–²	40.8%	1,159	0.2%	Medical
COST Costco Wholesale	$1,378,714	$108,501 â–²	8.5%	1,474	0.2%	Retail/Wholesale
LAM RESEARCH CORP	$1,330,756	$138,232 â–²	11.6%	3,071	0.2%	COM NEW
ASML ASML	$1,295,125	$171,092 â–²	15.2%	651	0.2%	Computer and Technology
PUTNAM ETF TRUST	$1,268,013	$87,413 â–¼	-6.4%	106,735	0.2%	FRAN MU HI YI ET
MCO Moody's	$1,250,059	$177,998 â–²	16.6%	2,760	0.2%	Finance
CVX Chevron	$1,234,031	$349,739 â–²	39.6%	7,445	0.2%	Energy
VIOG Vanguard S&P Small-Cap 600 Growth ETF	$1,220,951	$23,781 â–²	2.0%	7,958	0.2%	ETF
ABBV AbbVie	$1,174,059	$16,355 â–²	1.4%	4,666	0.2%	Medical
VTI Vanguard Total Stock Market ETF	$1,171,800	$1,110 â–²	0.1%	3,167	0.2%	ETF
WDC Western Digital	$1,154,167	$365,987 â–²	46.4%	1,807	0.2%	Computer and Technology
BMY Bristol Myers Squibb	$1,127,912	$149,121 â–²	15.2%	19,575	0.1%	Medical
FLHY Franklin High Yield Corporate ETF	$1,120,984	$43,843 â–²	4.1%	46,150	0.1%	ETF
INTC Intel	$998,236	$390,274 â–¼	-28.1%	7,149	0.1%	Computer and Technology
HD Home Depot	$992,805	$547,365 â–²	122.9%	2,815	0.1%	Retail/Wholesale
V Visa	$985,354	$238,104 â–²	31.9%	2,872	0.1%	Business Services
XOM ExxonMobil	$934,238	$56,604 â–²	6.4%	6,833	0.1%	Energy
VOO Vanguard S&P 500 ETF	$932,991	$48,092 â–²	5.4%	1,358	0.1%	ETF
XLF Financial Select Sector SPDR Fund	$932,720		0.0%	17,398	0.1%	ETF
FIX Comfort Systems USA	$917,643	$184,321 â–²	25.1%	463	0.1%	Construction
C Citigroup	$886,291	$77,124 â–²	9.5%	6,332	0.1%	Financial Services
MRK Merck & Co., Inc.	$884,080	$45,618 â–²	5.4%	6,880	0.1%	Medical
GE GE Aerospace	$880,920	$192,853 â–²	28.0%	2,357	0.1%	Aerospace
VXUS Vanguard Total International Stock ETF	$839,514	$342 â–²	0.0%	9,820	0.1%	ETF
AMD Advanced Micro Devices	$838,834	$237,592 â–²	39.5%	1,444	0.1%	Computer and Technology
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF	$829,286	$37,625 â–¼	-4.3%	32,598	0.1%	ETF
CB Chubb	$804,146	$235,110 â–²	41.3%	2,360	0.1%	Finance
SANDISK CORP	$775,342	$459,294 â–¼	-37.2%	341	0.1%	COM
PCG Pacific Gas & Electric	$753,015	$287,235 â–²	61.7%	44,769	0.1%	Utilities
CNC Centene	$750,766	$217,091 â–²	40.7%	11,696	0.1%	Medical
HSBC HSBC	$748,168	$61,048 â–²	8.9%	7,868	0.1%	Finance
WALMART INC	$731,129	$50,290 â–¼	-6.4%	6,455	0.1%	COM
UNH UnitedHealth Group	$725,514	$222,308 â–²	44.2%	1,746	0.1%	Medical
COF Capital One Financial	$714,408	$367,536 â–²	106.0%	3,561	0.1%	Finance
BAC Bank of America	$713,807	$131,114 â–²	22.5%	12,527	0.1%	Finance
GE VERNOVA INC	$695,517	$96,339 â–²	16.1%	592	0.1%	COM
TJX TJX Companies	$682,103	$179,389 â–²	35.7%	4,502	0.1%	Retail/Wholesale
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF	$680,312	$25,042 â–¼	-3.6%	3,749	0.1%	ETF
ABNB Airbnb	$674,860	$238,548 â–²	54.7%	4,716	0.1%	Consumer Discretionary
TRV Travelers Companies	$651,574	$141,603 â–²	27.8%	1,974	0.1%	Finance
UAL United Airlines	$647,040	$180,595 â–²	38.7%	4,758	0.1%	Transportation
MCD McDonald's	$629,247	$10,271 â–²	1.7%	2,328	0.1%	Retail/Wholesale
EIX Edison International	$627,688	$122,321 â–²	24.2%	8,431	0.1%	Utilities
DAL Delta Air Lines	$618,437	$91,225 â–²	17.3%	6,603	0.1%	Transportation
APH Amphenol	$615,180	$68,236 â–²	12.5%	3,489	0.1%	Computer and Technology
NVS Novartis	$608,544	$66,606 â–²	12.3%	3,883	0.1%	Medical
RY Royal Bank Of Canada	$601,869	$51,743 â–²	9.4%	2,908	0.1%	Finance
EXPE Expedia Group	$597,224	$37,614 â–¼	-5.9%	2,334	0.1%	Retail/Wholesale
PSX Phillips 66	$596,027	$221,608 â–²	59.2%	3,526	0.1%	Energy
SNOW Snowflake	$595,785	$595,785 â–²	New Holding	2,341	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Riversedge Advisors, LLC Top Holdings and 13F Report (2026)

About Riversedge Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Riversedge Advisors, LLC Top Holdings and 13F Report (2026)

About Riversedge Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiversedge Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools