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

About Riversedge Advisors, LLC

Investment Activity

  • Riversedge Advisors, LLC has $813.03 million in total holdings as of September 30, 2026.
  • Riversedge Advisors, LLC owns shares of 367 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
  • Approximately 15.84% of the portfolio was purchased this quarter.
  • About 10.40% of the portfolio was sold this quarter.
  • This quarter, Riversedge Advisors, LLC has purchased 315 new stocks and bought additional shares in 198 stocks.
  • Riversedge Advisors, LLC sold shares of 78 stocks and completely divested from 33 stocks this quarter.

Largest New Holdings this Quarter

46434V449 - iShares MSCI Intl Momentum Factor ETF
$6,980,843 Holding
09661T826 - BNY Mellon Global Infrastructure Income ETF
$6,064,797 Holding
92107P780 - VANECK FDS
$2,714,805 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP
$1,766,935 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$1,323,665 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
563,811 shares (about $50.81M)
iShares Core MSCI Emerging Markets ETF
113,991 shares (about $9.25M)
iShares MSCI Intl Momentum Factor ETF
132,640 shares (about $6.98M)
BNY Mellon Global Infrastructure Income ETF
144,641 shares (about $6.06M)
J P MORGAN EXCHANGE TRADED F
67,256 shares (about $3.44M)

Largest Sales this Quarter

Vanguard Large-Cap ETF
144,653 shares (about $50.89M)
Vanguard FTSE Emerging Markets ETF
156,112 shares (about $9.26M)
Vanguard Total Bond Market ETF
57,027 shares (about $4.00M)
SPDR Portfolio S&P 500 Growth ETF
5,232 shares (about $643.96K)

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 Value ETF stock logo
VTV
Vanguard Value ETF
$86,135,796$449,663 ▲0.5%398,62910.6%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$67,751,814$50,805,007 ▲299.8%751,8798.3%ETF
Apple Inc. stock logo
AAPL
Apple
$57,716,815$617,087 ▼-1.1%173,3137.1%Technology
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$55,556,936$3,647,918 ▼-6.2%620,8876.8%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$39,149,089$643,955 ▼-1.6%318,0784.8%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$35,793,546$4,000,444 ▼-10.1%510,2434.4%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$29,639,724$312,554 ▼-1.0%1,078,9853.6%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$27,870,397$23,046 ▲0.1%455,9203.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$18,957,008$29,515 ▼-0.2%268,4752.3%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$16,953,132$356,905 ▲2.2%357,9632.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$16,208,423$38,268 ▼-0.2%167,3042.0%ETF
J P MORGAN EXCHANGE TRADED F
$14,856,768$3,438,131 ▲30.1%290,6251.8%ACTIVE BOND ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$13,980,471$9,258,988 ▼-39.8%235,7191.7%ETF
Vanguard S&P Small-Cap 600 Value ETF stock logo
VIOV
Vanguard S&P Small-Cap 600 Value ETF
$10,720,715$161,370 ▼-1.5%97,4611.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$10,252,145$792,017 ▲8.4%44,8911.3%Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$10,039,572$640,065 ▲6.8%73,7991.2%ETF
ISHARES BITCOIN TRUST ETF
$9,794,409$533,995 ▼-5.2%206,8951.2%SHS BEN INT
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$9,577,216$9,251,521 ▲2,840.5%118,0041.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$8,984,936$18,722 ▼-0.2%43,1931.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$7,766,527$1,254,072 ▲19.3%15,1421.0%Technology
FIDELITY COVINGTON TRUST
$7,527,489$353,621 ▲4.9%167,4640.9%ENHANCED SML CAP
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$7,409,084$23,035 ▼-0.3%78,8030.9%ETF
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$7,009,095$349,425 ▲5.2%163,4200.9%ETF
iShares MSCI Intl Momentum Factor ETF stock logo
IMTM
iShares MSCI Intl Momentum Factor ETF
$6,980,843$6,980,843 ▲New Holding132,6400.9%ETF
VanEck Real Assets ETF stock logo
RAAX
VanEck Real Assets ETF
$6,680,686$378,305 ▲6.0%167,7300.8%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$6,474,565$4,687 ▼-0.1%138,1390.8%ETF
BNY Mellon Global Infrastructure Income ETF stock logo
BKGI
BNY Mellon Global Infrastructure Income ETF
$6,064,797$6,064,797 ▲New Holding144,6410.7%ETF
Vanguard Russell 2000 Growth ETF stock logo
VTWG
Vanguard Russell 2000 Growth ETF
$5,514,834$161,297 ▼-2.8%21,1640.7%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$5,474,980$13,872 ▼-0.3%105,7760.7%ETF
GRAYSCALE BITCOIN MINI TR ET
$5,207,437$26,530 ▼-0.5%140,9320.6%SHS NEW
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,166,461$296,743 ▲6.1%20,7360.6%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,696,104$13,419 ▲0.3%13,6480.6%Communication Services
PALANTIR TECHNOLOGIES INC
$4,360,136$188,733 ▲4.5%23,3100.5%CL A
Alphabet Inc. stock logo
GOOG
Alphabet
$3,786,358$66,445 ▲1.8%11,1120.5%Communication Services
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$3,539,129$36,824 ▼-1.0%10,4760.4%ETF
J P MORGAN EXCHANGE TRADED F
$3,229,049$368,881 ▲12.9%69,1450.4%INTL BD OPP ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$2,829,997$274,798 ▲10.8%2,6570.3%Technology
VANECK FDS
$2,714,805$2,714,805 ▲New Holding69,4210.3%ONCHAIN ECONOMY
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$2,680,545$12,158 ▲0.5%80,4730.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,525,802$467,741 ▲22.7%3,4830.3%Communication Services
Broadcom Inc. stock logo
AVGO
Broadcom
$2,398,390$6,322 ▼-0.3%6,8290.3%Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,224,153$5,361 ▼-0.2%2,9040.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$2,049,383$156,116 ▲8.2%5,7760.3%Consumer Discretionary
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,995,789$15,332 ▼-0.8%15,8810.2%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,977,584$125,908 ▼-6.0%4,3350.2%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,958,437$231,049 ▲13.4%3,9330.2%Finance
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$1,860,523$134,701 ▲7.8%52,0860.2%ETF
SPACE EXPLORATION TECHN CORP
$1,766,935$1,766,935 ▲New Holding11,7120.2%CLASS A COM STK
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,715,716$66,183 ▲4.0%6,4810.2%Healthcare
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,698,829$70,798 ▲4.3%5,1350.2%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,686,008$124,291 ▼-6.9%7,2980.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$1,663,836$143,554 ▲9.4%8,1480.2%Energy
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,650,192$38,552 ▼-2.3%11,6000.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,413,952$72,896 ▲5.4%1,2220.2%Healthcare
EXXONMOBIL HOLDINGS CORP
$1,323,665$1,323,665 ▲New Holding8,1330.2%COM SHS
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$1,323,629$102,149 ▲8.4%21,2120.2%Healthcare
Intel Corporation stock logo
INTC
Intel
$1,275,659$416,122 ▲48.4%10,6100.2%Technology
Moody's Corporation stock logo
MCO
Moody's
$1,273,381$19,982 ▲1.6%2,8040.2%Finance
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$1,264,833$4,997 ▼-0.4%3,5440.2%ETF
ASML Holding N.V. stock logo
ASML
ASML
$1,246,429$67,032 ▲5.7%6880.2%Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$1,242,135$21,452 ▲1.8%4,7480.2%Healthcare
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,185,677$374 ▲0.0%3,1680.1%ETF
Visa Inc. stock logo
V
Visa
$1,154,565$122,536 ▲11.9%3,2130.1%Finance
Vanguard S&P Small-Cap 600 Growth ETF stock logo
VIOG
Vanguard S&P Small-Cap 600 Growth ETF
$1,153,747$56,004 ▲5.1%8,3640.1%ETF
PUTNAM ETF TRUST
$1,138,927$20,210 ▼-1.7%104,8740.1%FRAN MU HI YI ET
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,137,777$138,044 ▲13.8%7,8300.1%Healthcare
Citigroup Inc. stock logo
C
Citigroup
$1,134,856$315,015 ▲38.4%8,7650.1%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,125,537$216,730 ▼-16.1%1,2360.1%Consumer Staples
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,102,183$768,928 ▲230.7%7,5870.1%Consumer Staples
FLHY
Franklin High Yield Corporate ETF
$1,078,464$1,685 ▼-0.2%46,0780.1%ETF
Phillips 66 stock logo
PSX
Phillips 66
$1,067,925$167,733 ▲18.6%4,1830.1%Energy
LAM RESEARCH CORP
$1,065,029$56,175 ▲5.6%3,2420.1%COM NEW
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$973,580$366,280 ▼-27.3%9,6300.1%ETF
Capital One Financial Corporation stock logo
COF
Capital One Financial
$960,523$273,001 ▲39.7%4,9750.1%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$957,404$74,023 ▲8.4%1,5650.1%Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$952,181$701 ▲0.1%1,3590.1%ETF
Oracle Corporation stock logo
ORCL
Oracle
$942,874$524,643 ▲125.4%6,8670.1%Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$929,0660.0%17,3980.1%ETF
Chubb Limited stock logo
CB
Chubb
$907,773$140,183 ▲18.3%2,7910.1%Finance
Airbnb, Inc. stock logo
ABNB
Airbnb
$898,355$140,729 ▲18.6%5,5920.1%Consumer Discretionary
Fortinet, Inc. stock logo
FTNT
Fortinet
$890,225$227,204 ▲34.3%4,9800.1%Technology
HSBC Holdings plc stock logo
HSBC
HSBC
$846,121$64,750 ▲8.3%8,5200.1%Finance
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$846,073$50,888,565 ▼-98.4%2,4050.1%ETF
Snowflake Inc. stock logo
SNOW
Snowflake
$843,127$48,217 ▲6.1%2,4830.1%Technology
Centene Corporation stock logo
CNC
Centene
$834,085$107,530 ▲14.8%13,4270.1%Healthcare
The Home Depot, Inc. stock logo
HD
Home Depot
$816,210$15,363 ▲1.9%2,8690.1%Consumer Discretionary
Pfizer Inc. stock logo
PFE
Pfizer
$809,966$489,972 ▲153.1%28,4000.1%Healthcare
AMETEK, Inc. stock logo
AME
AMETEK
$797,815$279,644 ▲54.0%3,2210.1%Technology
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$796,664$181,982 ▲29.6%3,0250.1%Consumer Discretionary
GE Aerospace stock logo
GE
GE Aerospace
$786,379$50,281 ▲6.8%2,5180.1%Industrials
Valero Energy Corporation stock logo
VLO
Valero Energy
$785,372$50,394 ▲6.9%2,0260.1%Energy
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$784,039$18,195 ▲2.4%4740.1%Industrials
Bank of America Corporation stock logo
BAC
Bank of America
$777,349$95,522 ▲14.0%14,2820.1%Finance
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$762,111$183,922 ▲31.8%8,0180.1%Energy
HYMB
SPDR Nuveen ICE High Yield Municipal Bond ETF
$752,648$12,415 ▼-1.6%32,0690.1%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$752,281$129,762 ▲20.8%7,6120.1%Healthcare
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$746,442$42,776 ▲6.1%2,0940.1%Finance
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$726,960$376,674 ▲107.5%13,1410.1%Energy
Newmont Corporation stock logo
NEM
Newmont
$726,065$256,170 ▲54.5%6,2950.1%Materials
Caterpillar Inc. stock logo
CAT
Caterpillar
$707,820$391,612 ▲123.8%8730.1%Industrials

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