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Livermore
Livermore
ZHEN

Riversedge Advisors, LLC

SEC CIK
0001787663
Latest filing
Jul 16, 2026

The latest 13F from Riversedge Advisors, LLC covers Q2 2026 (filed Jul 16, 2026): 315 long positions worth $752.9M. The top 10 holdings make up 55.9% of the portfolio, and the largest is Vanguard Morningstar Value ETF at 11.5%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
112
Est. +$32.9M
Added
143
Est. +$52.1M
Reduced
53
Est. −$12.0M
Sold out
13
Est. −$2.72M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Value ETF922908744
    11.5%$86.4M
  2. iShares Tr46435G326
    7.8%$58.9M
  3. Vanguard Morningstar Large-Cap ETF922908637
    6.7%$50.6M
  4. AAPLApple Inc.
    5.9%$44.5MHistory
  5. Vanguard Total Bond Market ETF921937835
    5.5%$41.6M

Biggest buys

New and added positions, by estimated amount bought

  1. AAPLApple Inc.
    +$17.7MAddedHistory
  2. IBITiShares Bitcoin Trust ETF
    +$5.85MAddedHistory
  3. Vanguard Morningstar Value ETF922908744
    +$4.69MAdded
  4. iShares Tr46435G326
    +$2.95MAdded
  5. NVDANVIDIA Corp
    +$1.16MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AAPLApple Inc.
    +2.11 pp3.8% → 5.9%History
  2. IBITiShares Bitcoin Trust ETF
    +0.70 pp0.3% → 1.0%History
  3. MUMicron Technology Inc
    +0.24 pp0.1% → 0.4%History
  4. WDCWestern Digital Corp
    +0.10 pp0.1% → 0.2%History
  5. NVDANVIDIA Corp
    +0.09 pp1.0% → 1.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. BTCGrayscale Bitcoin Mini Trust ETF
    −$5.93MReducedHistory
  2. State Street SPDR Portfolio S&P 500 Growth ETF78464A409
    −$833.6KReduced
  3. Fidelity Covington Trust31609A206
    −$463.1KReduced
  4. SNDKSandisk Corp
    −$459.3KReducedHistory
  5. INTCIntel Corp
    −$390.3KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. BTCGrayscale Bitcoin Mini Trust ETF
    −1.31 pp1.8% → 0.5%History
  2. State Street SPDR Portfolio S&P 500 Value ETF78464A508
    −0.52 pp4.2% → 3.7%
  3. Vanguard Morningstar Large-Cap ETF922908637
    −0.42 pp7.1% → 6.7%
  4. iShares Core MSCI Eafe ETF46432F842
    −0.35 pp2.5% → 2.2%
  5. Vanguard Ftse Developed Markets ETF921943858
    −0.28 pp2.8% → 2.5%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$752.9M
+$135.2M (+21.9%) vs. prior quarter
Positions
315
+99 vs. prior quarter
Top 10 concentration
55.9%
Top 10 as share of value
Turnover
2.1%
Q2 2026, one quarter
Average holding period
14.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $752.9M (Q2 2026)

Q1 2021: $233.8MQ2 2021: $273.5MQ3 2021: $291.6MQ4 2021: $315.3MQ1 2022: $307.5MQ2 2022: $269.3MQ3 2022: $276.6MQ4 2022: $308.8MQ1 2023: $343.5MQ2 2023: $364.7MQ3 2023: $339.0MQ4 2023: $365.0MQ1 2024: $405.7MQ2 2024: $410.1MQ3 2024: $440.9MQ4 2024: $442.3MQ1 2025: $448.4MQ2 2025: $511.3MQ3 2025: $596.7MQ4 2025: $615.0MQ1 2026: $617.7MQ2 2026: $752.9M
Q1 2021Q2 2026
13F filings of Riversedge Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 16, 2026315$752.9MVanguard Morningstar Value ETFiShares TrVanguard Morningstar Large-Cap ETFvs. Q1 2026SEC
Q1 2026Apr 16, 2026216$617.7MVanguard Morningstar Value ETFiShares TrVanguard Morningstar Large-Cap ETFvs. Q4 2025SEC
Q4 2025Jan 7, 2026214$615.0MVanguard Morningstar Large-Cap ETFiShares TrVanguard Total Bond Market ETFvs. Q3 2025SEC
Q3 2025Oct 9, 2025198$596.7MVanguard Morningstar Large-Cap ETFiShares TrVanguard Total Bond Market ETFvs. Q2 2025SEC
Q2 2025Jul 9, 2025126$511.3MVanguard Morningstar Large-Cap ETFiShares TrVanguard Total Bond Market ETFvs. Q1 2025SEC
Q1 2025May 1, 2025118$448.4MVanguard Total Bond Market ETFiShares TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q4 2024SEC
Q4 2024Jan 15, 202599$442.3MSchwab U.S. Large-Cap ETFVictory Portfolios IIState Street SPDR Portfolio S&P 500 Growth ETFvs. Q3 2024SEC
Q3 2024Oct 16, 2024100$440.9MSchwab U.S. Large-Cap ETFVictory Portfolios IIState Street SPDR Portfolio S&P 500 Growth ETFvs. Q2 2024SEC
Q2 2024Jul 26, 202492$410.1MSchwab U.S. Large-Cap ETFState Street SPDR Portfolio S&P 500 Growth ETFiShares Core MSCI Eafe ETFvs. Q1 2024SEC
Q1 2024Apr 30, 202488$405.7MiShares Core MSCI Eafe ETFSchwab U.S. Large-Cap ETFVictory Portfolios IIvs. Q4 2023SEC
Q4 2023Jan 17, 202479$365.0MiShares Core MSCI Eafe ETFSchwab U.S. Large-Cap ETFState Street SPDR Portfolio S&P 500 Value ETFvs. Q3 2023SEC
Q3 2023Oct 19, 202370$339.0MiShares Core MSCI Eafe ETFSchwab U.S. Large-Cap ETFState Street SPDR Portfolio S&P 500 Value ETFvs. Q2 2023SEC
Q2 2023Jul 13, 202370$364.7MiShares Core MSCI Eafe ETFSchwab U.S. Large-Cap ETFState Street SPDR Portfolio S&P 500 Growth ETFvs. Q1 2023SEC
Q1 2023Apr 18, 202370$343.5MVanguard Ftse Developed Markets ETFSchwab U.S. Large-Cap ETFState Street SPDR Portfolio S&P 500 Growth ETFvs. Q4 2022SEC
Q4 2022Jan 20, 202366$308.8MVanguard Ftse Developed Markets ETFSchwab U.S. Large-Cap ETFState Street SPDR Portfolio S&P 500 Growth ETFvs. Q3 2022SEC
Q3 2022Oct 17, 202273$276.6MVanguard Ftse Developed Markets ETFSchwab U.S. Large-Cap ETFVanguard Total Bond Market ETFvs. Q2 2022SEC
Q2 2022Jul 28, 202266$269.3MVanguard Ftse Developed Markets ETFSchwab U.S. Large-Cap ETFSchwab International Equity ETFvs. Q1 2022SEC
Q1 2022Apr 18, 202267$307.5MSchwab U.S. Large-Cap ETFVanguard Ftse Developed Markets ETFState Street SPDR Portfolio S&P 500 Growth ETFvs. Q4 2021SEC
Q4 2021Feb 2, 202264$315.3MSchwab U.S. Large-Cap ETFVanguard Ftse Developed Markets ETFState Street SPDR Portfolio S&P 500 Growth ETFvs. Q3 2021SEC
Q3 2021Oct 20, 202166$291.6MSchwab U.S. Large-Cap ETFVanguard Ftse Developed Markets ETFState Street SPDR Portfolio S&P 500 Growth ETFvs. Q2 2021SEC
Q2 2021Jul 16, 202153$273.5MSchwab U.S. Large-Cap ETFVanguard Ftse Developed Markets ETFSchwab International Equity ETFvs. Q1 2021SEC
Q1 2021Apr 28, 202146$233.8MSchwab U.S. Large-Cap ETFVanguard Ftse Developed Markets ETFSchwab International Equity ETF–SEC