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

About Riversedge Advisors, LLC

Investment Activity

Riversedge Advisors, LLC has $617.74 million in total holdings as of March 31, 2026.
Riversedge Advisors, LLC owns shares of 216 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 20.21% of the portfolio was purchased this quarter.
About 17.72% of the portfolio was sold this quarter.
This quarter, Riversedge Advisors, LLC has purchased 214 new stocks and bought additional shares in 98 stocks.
Riversedge Advisors, LLC sold shares of 68 stocks and completely divested from 37 stocks this quarter.

Largest Holdings

Vanguard Value ETF: $73,581,979
iShares Core MSCI International Developed Markets ETF: $52,521,224
Vanguard Large-Cap ETF: $44,108,230
Vanguard Total Bond Market ETF: $40,841,111
SPDR Portfolio S&P 500 Growth ETF: $32,341,262

Largest New Holdings this Quarter

46654Q716 - J P MORGAN EXCHANGE TRADED F: $11,906,506 Holding
025072604 - Avantis Emerging Markets Equity ETF: $6,669,687 Holding
92189F130 - VanEck Real Assets ETF: $6,501,468 Holding
31609A206 - FIDELITY COVINGTON TRUST: $6,429,068 Holding
46435G409 - iShares MSCI Intl Value Factor ETF: $5,952,556 Holding

Largest Purchases this Quarter

Vanguard Value ETF: 319,174 shares (about $62.62M)
J P MORGAN EXCHANGE TRADED F: 221,434 shares (about $11.91M)
Avantis Emerging Markets Equity ETF: 82,771 shares (about $6.67M)
VanEck Real Assets ETF: 159,702 shares (about $6.50M)
FIDELITY COVINGTON TRUST: 169,186 shares (about $6.43M)

Largest Sales this Quarter

Vanguard Large-Cap ETF: 116,366 shares (about $34.78M)
Invesco S&P 500 Equal Weight ETF: 108,706 shares (about $20.86M)
iShares Core S&P Small-Cap ETF: 74,336 shares (about $9.24M)
Vanguard Total Bond Market ETF: 115,252 shares (about $8.49M)
Vanguard FTSE Emerging Markets ETF: 112,050 shares (about $6.06M)

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	$73,581,979	$62,621,867 ▲	571.4%	375,036	11.9%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$52,521,224	$4,284,298 ▼	-7.5%	628,470	8.5%	ETF
VV Vanguard Large-Cap ETF	$44,108,230	$34,776,028 ▼	-44.1%	147,593	7.1%	ETF
BND Vanguard Total Bond Market ETF	$40,841,111	$8,487,157 ▼	-17.2%	554,605	6.6%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$32,341,262	$1,067,416 ▼	-3.2%	330,316	5.2%	ETF
SCHF Schwab International Equity ETF	$26,967,657	$411,048 ▼	-1.5%	1,089,602	4.4%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$25,935,514	$414,448 ▼	-1.6%	458,387	4.2%	ETF
AAPL Apple	$23,483,090	$446,669 ▼	-1.9%	92,530	3.8%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$20,634,466	$6,056,307 ▼	-22.7%	381,766	3.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$17,457,012	$44,472 ▼	-0.3%	272,425	2.8%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$16,470,235	$306,524 ▲	1.9%	330,131	2.7%	ETF
IEFA iShares Core MSCI EAFE ETF	$15,456,521	$360,490 ▼	-2.3%	170,734	2.5%	ETF
VUG Vanguard Growth ETF	$13,449,572	$406,213 ▲	3.1%	30,792	2.2%	ETF
J P MORGAN EXCHANGE TRADED F	$11,906,506	$11,906,506 ▲	New Holding	221,434	1.9%	ACTIVE BOND ETF
GRAYSCALE BITCOIN MINI TR ET	$11,097,770	$5,202,336 ▲	88.2%	370,049	1.8%	SHS NEW
VIOV Vanguard S&P Small-Cap 600 Value ETF	$10,198,030	$131,245 ▼	-1.3%	100,236	1.7%	ETF
IJR iShares Core S&P Small-Cap ETF	$8,338,458	$9,240,699 ▼	-52.6%	67,078	1.3%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$8,306,619	$20,862,699 ▼	-71.5%	43,282	1.3%	ETF
AVEM Avantis Emerging Markets Equity ETF	$6,669,687	$6,669,687 ▲	New Holding	82,771	1.1%	ETF
RAAX VanEck Real Assets ETF	$6,501,468	$6,501,468 ▲	New Holding	159,702	1.1%	ETF
BNDX Vanguard Total International Bond ETF	$6,441,659	$2,749,412 ▼	-29.9%	134,062	1.0%	ETF
FIDELITY COVINGTON TRUST	$6,429,068	$6,429,068 ▲	New Holding	169,186	1.0%	ENHANCED SMALL
NVDA NVIDIA	$6,217,313	$163,412 ▲	2.7%	35,650	1.0%	Computer and Technology
IVLU iShares MSCI Intl Value Factor ETF	$5,952,556	$5,952,556 ▲	New Holding	150,014	1.0%	ETF
VTWG Vanguard Russell 2000 Growth ETF	$5,092,826	$95,279 ▼	-1.8%	22,236	0.8%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$4,983,996	$63,094 ▼	-1.3%	106,246	0.8%	ETF
GOOGL Alphabet	$3,755,014	$28,756 ▲	0.8%	13,058	0.6%	Computer and Technology
MSFT Microsoft	$3,622,868	$429,029 ▼	-10.6%	9,787	0.6%	Computer and Technology
AMZN Amazon.com	$3,479,640	$763,326 ▲	28.1%	16,707	0.6%	Retail/Wholesale
PALANTIR TECHNOLOGIES INC	$3,294,518	$16,237 ▲	0.5%	22,522	0.5%	CL A
VBK Vanguard Small-Cap Growth ETF	$3,233,113	$145,682 ▼	-4.3%	10,697	0.5%	ETF
JPIB JPMorgan International Bond Opportunities ETF	$2,876,325	$2,876,325 ▲	New Holding	60,149	0.5%	ETF
GOOG Alphabet	$2,660,975	$16,351 ▼	-0.6%	9,276	0.4%	Computer and Technology
SCHV Schwab U.S. Large-Cap Value ETF	$2,427,334	$10,553 ▲	0.4%	79,585	0.4%	ETF
IVV iShares Core S&P 500 ETF	$2,149,494	$101,890 ▼	-4.5%	3,291	0.3%	ETF
AVGO Broadcom	$1,939,451	$187,879 ▲	10.7%	6,266	0.3%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$1,890,201	$63,434 ▼	-3.2%	8,701	0.3%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$1,811,702	$916,203 ▼	-33.6%	49,178	0.3%	ETF
TSLA Tesla	$1,806,705	$458,740 ▲	34.0%	4,860	0.3%	Auto/Tires/Trucks
TSM Taiwan Semiconductor Manufacturing	$1,643,113	$74,011 ▲	4.7%	4,862	0.3%	Computer and Technology
ISHARES BITCOIN TRUST ETF	$1,627,318	$22,860 ▼	-1.4%	42,356	0.3%	SHS BEN INT
JNJ Johnson & Johnson	$1,467,990	$14,910 ▲	1.0%	6,006	0.2%	Medical
IVW iShares S&P 500 Growth ETF	$1,450,817	$26,919 ▼	-1.8%	12,827	0.2%	ETF
MUB iShares National Muni Bond ETF	$1,400,023	$181,836 ▼	-11.5%	13,189	0.2%	ETF
VGT Vanguard Information Technology ETF	$1,395,893		0.0%	2,001	0.2%	ETF
COST Costco Wholesale	$1,353,453	$449,490 ▲	49.7%	1,358	0.2%	Retail/Wholesale
META Meta Platforms	$1,333,635	$57,213 ▲	4.5%	2,331	0.2%	Computer and Technology
BRK.B Berkshire Hathaway	$1,323,550	$167,241 ▼	-11.2%	2,762	0.2%	Finance
PUTNAM ETF TRUST	$1,315,492	$1,315,492 ▲	New Holding	114,093	0.2%	FRANKLIN MUNI HI
IWO iShares Russell 2000 Growth ETF	$1,116,259		0.0%	3,557	0.2%	ETF
CVX Chevron	$1,103,736	$235,022 ▲	27.1%	5,335	0.2%	Energy
XOM ExxonMobil	$1,089,092	$239,570 ▲	28.2%	6,419	0.2%	Energy
FLHY Franklin High Yield Corporate ETF	$1,070,488	$1,070,488 ▲	New Holding	44,345	0.2%	ETF
MCO Moody's	$1,032,604	$142,218 ▲	16.0%	2,367	0.2%	Finance
BMY Bristol Myers Squibb	$1,030,262	$83,758 ▲	8.8%	16,987	0.2%	Medical
VTI Vanguard Total Stock Market ETF	$1,015,103	$44,595 ▼	-4.2%	3,164	0.2%	ETF
ABBV AbbVie	$1,000,752	$27,841 ▼	-2.7%	4,601	0.2%	Medical
JPM JPMorgan Chase & Co.	$981,520	$131,183 ▼	-11.8%	3,337	0.2%	Finance
VIOG Vanguard S&P Small-Cap 600 Growth ETF	$971,161	$175,986 ▲	22.1%	7,803	0.2%	ETF
XLF Financial Select Sector SPDR Fund	$858,951		0.0%	17,398	0.1%	ETF
WALMART INC	$857,447	$76,560 ▲	9.8%	6,899	0.1%	COM
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF	$845,101	$98,877 ▼	-10.5%	34,077	0.1%	ETF
MRK Merck & Co., Inc.	$784,892	$37,651 ▲	5.0%	6,525	0.1%	Medical
MU Micron Technology	$778,046	$9,460 ▲	1.2%	2,303	0.1%	Computer and Technology
VOO Vanguard S&P 500 ETF	$769,810	$158,385 ▼	-17.1%	1,288	0.1%	ETF
LLY Eli Lilly and Company	$756,971	$68,983 ▲	10.0%	823	0.1%	Medical
VXUS Vanguard Total International Stock ETF	$756,912		0.0%	9,816	0.1%	ETF
ASML ASML	$746,269	$54,154 ▲	7.8%	565	0.1%	Computer and Technology
MCD McDonald's	$711,641	$40,088 ▲	6.0%	2,290	0.1%	Retail/Wholesale
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF	$692,347	$6,590 ▼	-0.9%	3,887	0.1%	ETF
V Visa	$658,241	$146,880 ▲	28.7%	2,178	0.1%	Business Services
C Citigroup	$655,647	$6,691 ▼	-1.0%	5,781	0.1%	Financial Services
DVN Devon Energy	$602,453	$14,392 ▲	2.4%	11,972	0.1%	Energy
HSBC HSBC	$596,073	$12,703 ▲	2.2%	7,226	0.1%	Finance
LAM RESEARCH CORP	$587,992	$57,261 ▲	10.8%	2,752	0.1%	COM NEW
EXPE Expedia Group	$572,838	$12,468 ▲	2.2%	2,481	0.1%	Retail/Wholesale
BABA Alibaba Group	$548,762	$20,701 ▲	3.9%	4,374	0.1%	Retail/Wholesale
AZNCF AstraZeneca	$544,919	$544,919 ▲	New Holding	2,763	0.1%	Medical
CB Chubb	$544,303	$19,230 ▼	-3.4%	1,670	0.1%	Finance
LECO Lincoln Electric	$534,028	$1,993 ▲	0.4%	2,144	0.1%	Industrials
TJX TJX Companies	$529,913	$32,581 ▲	6.6%	3,318	0.1%	Retail/Wholesale
NVS Novartis	$528,210	$13,289 ▲	2.6%	3,458	0.1%	Medical
NFLX Netflix	$525,075	$96,727 ▲	22.6%	5,461	0.1%	Consumer Discretionary
GE GE Aerospace	$522,450	$35,189 ▲	7.2%	1,841	0.1%	Aerospace
FDX FedEx	$518,693	$13,894 ▲	2.8%	1,456	0.1%	Transportation
FIX Comfort Systems USA	$510,226	$2,758 ▲	0.5%	370	0.1%	Construction
TPL Texas Pacific Land	$506,227		0.0%	1,067	0.1%	Energy
BAC Bank of America	$498,517	$128,115 ▼	-20.4%	10,226	0.1%	Finance
EIX Edison International	$496,746	$17,051 ▲	3.6%	6,788	0.1%	Utilities
PCG Pacific Gas & Electric	$486,548	$97,812 ▲	25.2%	27,692	0.1%	Utilities
LMT Lockheed Martin	$471,285	$4,834 ▲	1.0%	780	0.1%	Aerospace
FTI TechnipFMC	$469,946	$2,281 ▲	0.5%	6,798	0.1%	Energy
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF	$464,263	$1,148 ▼	-0.2%	9,707	0.1%	Finance
ABT Abbott Laboratories	$457,142	$75,660 ▲	19.8%	4,453	0.1%	Medical
HCA HCA Healthcare	$454,784	$5,679 ▲	1.3%	961	0.1%	Medical
ISRG Intuitive Surgical	$454,075	$38,723 ▲	9.3%	985	0.1%	Medical
SHEL Shell	$453,933	$12,555 ▲	2.8%	4,881	0.1%	Energy
TRV Travelers Companies	$450,572	$2,041 ▼	-0.5%	1,545	0.1%	Finance
GE VERNOVA INC	$445,179	$116,969 ▲	35.6%	510	0.1%	COM
T AT&T	$443,481	$47,688 ▲	12.0%	15,298	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