Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 1, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 118
- +19 vs. Q4 2024
- Portfolio value
- $448.4M
- +$6.09M (+1.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF921937835 | ETF | 551,003 | $40.5M | 9.0% | +539,495+4,688.0% | Added | – |
| iShares Tr46435G326 | CORE MSCI INTL | 511,906 | $35.3M | 7.9% | +496,205+3,160.3% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 359,669 | $28.9M | 6.4% | −3,278−0.9% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 111,681 | $28.7M | 6.4% | +110,388+8,537.4% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 542,275 | $27.7M | 6.2% | −1,874−0.3% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,145,220 | $25.3M | 5.6% | −682,094−37.3% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 135,882 | $23.5M | 5.2% | +9,369+7.4% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 1,123,658 | $22.2M | 5.0% | −6,369−0.6% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 464,378 | $21.0M | 4.7% | +176,717+61.4% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 264,431 | $20.0M | 4.5% | −54,012−17.0% | Reduced | – |
| AAPLApple Inc. | Stock | 88,574 | $19.7M | 4.4% | −4,249−4.6% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 282,293 | $14.3M | 3.2% | −4,105−1.4% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 259,465 | $12.9M | 2.9% | +112,866+77.0% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 23,865 | $8.85M | 2.0% | +1,862+8.5% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 180,650 | $8.82M | 2.0% | +180,650 | New | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 293,045 | $6.87M | 1.5% | −352,573−54.6% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 64,547 | $6.75M | 1.5% | +64,547 | New | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 72,052 | $6.05M | 1.3% | −464−0.6% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 34,120 | $5.89M | 1.3% | +3,175+10.3% | Added | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 86,839 | $4.78M | 1.1% | −174,023−66.7% | Reduced | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 24,335 | $4.54M | 1.0% | −1,003−4.0% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 113,810 | $4.48M | 1.0% | −1,671−1.4% | Reduced | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 14,500 | $3.65M | 0.8% | −1,197−7.6% | Reduced | – |
| IBITiShares Bitcoin Trust ETF | ETF | 62,521 | $2.93M | 0.7% | +62,521 | New | History |
| Victory Portfolios II92647X822 | VICT SMA CAP ETF | 110,540 | $2.71M | 0.6% | −292,431−72.6% | Reduced | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 99,030 | $2.50M | 0.6% | −30,497−23.5% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 6,575 | $2.47M | 0.6% | −827−11.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 22,376 | $2.43M | 0.5% | −1,610−6.7% | Reduced | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 12,704 | $2.37M | 0.5% | −1,527−10.7% | Reduced | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 78,537 | $2.09M | 0.5% | −52,059−39.9% | Reduced | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 56,632 | $2.07M | 0.5% | +56,632 | New | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 18,015 | $1.90M | 0.4% | −4,603−20.4% | Reduced | – |
| iShares Tr46435U853 | BROAD USD HIGH | 50,512 | $1.86M | 0.4% | −142,912−73.9% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,194 | $1.79M | 0.4% | +241+8.2% | Added | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 34,938 | $1.79M | 0.4% | −30,730−46.8% | Reduced | – |
| PLTRPalantir Technologies Inc. | Stock | 20,555 | $1.73M | 0.4% | +1,469+7.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 8,892 | $1.38M | 0.3% | +261+3.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 6,784 | $1.29M | 0.3% | −311−4.4% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,357 | $1.26M | 0.3% | +258+12.3% | Added | History |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 24,582 | $1.23M | 0.3% | −104,719−81.0% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 12,754 | $1.18M | 0.3% | +14+0.1% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,113 | $1.15M | 0.3% | +3+0.1% | Added | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 6,009 | $1.05M | 0.2% | −383−6.0% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 1,660 | $956.8K | 0.2% | +200+13.7% | Added | History |
| COSTCostco Wholesale Corp | Stock | 1,006 | $951.0K | 0.2% | +89+9.7% | Added | History |
| MCOMoodys Corp | Stock | 1,979 | $921.6K | 0.2% | +28+1.4% | Added | History |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 23,393 | $920.7K | 0.2% | −496,036−95.5% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 5,871 | $917.2K | 0.2% | +174+3.1% | Added | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,509 | $896.8K | 0.2% | +109+3.2% | Added | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $866.6K | 0.2% | 00.0% | Unchanged | – |
| Harbor ETF Trust41151J885 | INTERNATNAL COMP | 29,510 | $783.0K | 0.2% | −598,775−95.3% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 3,677 | $770.4K | 0.2% | +38+1.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 2,911 | $714.0K | 0.2% | +326+12.6% | Added | History |
| JNJJohnson & Johnson | Stock | 4,244 | $703.9K | 0.2% | −189−4.3% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,522 | $693.2K | 0.2% | −8−0.3% | Reduced | – |
| CVXChevron Corp | Stock | 4,135 | $691.7K | 0.2% | +285+7.4% | Added | History |
| MCDMcDonalds Corp | Stock | 2,038 | $636.7K | 0.1% | +265+14.9% | Added | History |
| VVisa Inc. | Stock | 1,728 | $605.6K | 0.1% | +366+26.9% | Added | History |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 12,755 | $578.2K | 0.1% | −348−2.7% | Reduced | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 11,845 | $563.8K | 0.1% | −50−0.4% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 3,162 | $529.4K | 0.1% | +378+13.6% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,108 | $515.9K | 0.1% | −392−11.2% | Reduced | History |
| TPLTexas Pacific Land Corp | Stock | 370 | $489.9K | 0.1% | +8+2.2% | Added | History |
| ABTAbbott Laboratories | Stock | 3,657 | $485.1K | 0.1% | +204+5.9% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 3,626 | $479.5K | 0.1% | +962+36.1% | Added | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,915 | $454.7K | 0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 882 | $453.2K | 0.1% | +3+0.3% | Added | – |
| HDHome Depot, Inc. | Stock | 1,207 | $442.4K | 0.1% | +88+7.9% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,083 | $431.2K | 0.1% | −754−15.6% | Reduced | – |
| ISRGIntuitive Surgical Inc | COM NEW | 867 | $429.4K | 0.1% | +18+2.1% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 3,606 | $428.9K | 0.1% | +1,690+88.2% | Added | History |
| BACBank of America Corp | Stock | 9,759 | $407.3K | 0.1% | −107−1.1% | Reduced | History |
| DVNDevon Energy Corp | Stock | 10,628 | $397.5K | 0.1% | +2,298+27.6% | Added | History |
| SAPSAP SE | ADR | 1,432 | $384.4K | 0.1% | +287+25.1% | Added | History |
| MAMastercard Inc | Stock | 678 | $371.8K | 0.1% | +678 | New | History |
| NFLXNetflix Inc | Stock | 382 | $356.2K | 0.1% | +93+32.2% | Added | History |
| ASMLASML Holding NV | ADR | 534 | $353.8K | 0.1% | +165+44.7% | Added | History |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 6,124 | $351.7K | 0.1% | +1,382+29.1% | Added | History |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $349.9K | 0.1% | 00.0% | Unchanged | History |
| SHELShell plc | ADR | 4,711 | $345.2K | 0.1% | +1,109+30.8% | Added | History |
| TAT&T Inc. | Stock | 11,924 | $337.2K | 0.1% | +11,924 | New | History |
| BMYBristol Myers Squibb Co | Stock | 5,435 | $331.5K | 0.1% | −197−3.5% | Reduced | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,502 | $330.9K | 0.1% | +4,502 | New | History |
| HURNHuron Consulting Group Inc. | Stock | 2,234 | $320.5K | 0.1% | 00.0% | Unchanged | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 11,247 | $310.1K | 0.1% | +26+0.2% | Added | – |
| LLYEli Lilly & Co | Stock | 375 | $309.7K | 0.1% | +375 | New | History |
| KOCoca Cola Co | Stock | 4,304 | $308.3K | 0.1% | +57+1.3% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 1,004 | $306.8K | 0.1% | +88+9.6% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 839 | $303.1K | 0.1% | −3−0.4% | Reduced | – |
| TSLATesla, Inc. | Stock | 1,152 | $298.6K | 0.1% | +101+9.6% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 524 | $293.3K | 0.1% | +91+21.0% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 558 | $292.4K | 0.1% | +558 | New | History |
| COPConocoPhillips | Stock | 2,657 | $279.0K | 0.1% | +2,657 | New | History |
| iShares MSCI Eafe ETF464287465 | ETF | 3,405 | $278.3K | 0.1% | +180+5.6% | Added | – |
| ORLYO Reilly Automotive Inc | Stock | 186 | $266.5K | 0.1% | +12+6.9% | Added | History |
| NVSNovartis AG | ADR | 2,367 | $263.9K | 0.1% | +2,367 | New | History |
| MARMarriott International Inc | Stock | 1,080 | $257.3K | 0.1% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 3,703 | $257.1K | 0.1% | −65−1.7% | Reduced | History |
| CCitigroup Inc | Stock | 3,362 | $238.7K | 0.1% | +3,362 | New | History |
| SONYSony Group Corp | SPONSORED ADR | 9,321 | $236.7K | 0.1% | +9,321 | New | History |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| Victory Portfolios II92647N527 | CORE BD ETF | 695,989 | $32.0M | 7.2% | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 59,544 | $1.66M | 0.4% | – |
| LOANManhattan Bridge Capital, Inc | REIT | 13,231 | $13.2K | <0.1% | History |