Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 9, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 126
- +8 vs. Q1 2025
- Portfolio value
- $511.3M
- +$62.9M (+14.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PLTRPalantir Technologies Inc. | Stock | 21,870 | $2.98M | 0.6% | +1,315+6.4% | Added | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 12,319 | $3.41M | 0.7% | −2,181−15.0% | Reduced | – |
| NVDANVIDIA Corp | Stock | 25,188 | $3.98M | 0.8% | +2,812+12.6% | Added | History |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 88,934 | $4.25M | 0.8% | +32,302+57.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 9,093 | $4.52M | 0.9% | +2,518+38.3% | Added | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 109,794 | $4.69M | 0.9% | −4,016−3.5% | Reduced | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 23,506 | $4.90M | 1.0% | −829−3.4% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 198,224 | $5.02M | 1.0% | −94,821−32.4% | Reduced | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 172,375 | $8.53M | 1.7% | −8,275−4.6% | Reduced | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 103,387 | $8.85M | 1.7% | +31,335+43.5% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 50,160 | $8.87M | 1.7% | +16,040+47.0% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 104,113 | $11.4M | 2.2% | +39,566+61.3% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 28,248 | $12.4M | 2.4% | +4,383+18.4% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 573,799 | $14.0M | 2.7% | −571,421−49.9% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 303,926 | $14.9M | 2.9% | +44,461+17.1% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 285,258 | $16.3M | 3.2% | +2,965+1.1% | Added | – |
| AAPLApple Inc. | Stock | 87,449 | $17.9M | 3.5% | −1,125−1.3% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 223,604 | $18.7M | 3.7% | −40,827−15.4% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 130,495 | $23.7M | 4.6% | −5,387−4.0% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 1,113,654 | $24.6M | 4.8% | −10,004−0.9% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 528,209 | $26.1M | 5.1% | +63,831+13.7% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 503,703 | $26.4M | 5.2% | −38,572−7.1% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 351,671 | $33.5M | 6.6% | −7,998−2.2% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 586,553 | $43.2M | 8.4% | +35,550+6.5% | Added | – |
| iShares Tr46435G326 | CORE MSCI INTL | 598,627 | $45.5M | 8.9% | +86,721+16.9% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 217,692 | $62.1M | 12.1% | +106,011+94.9% | Added | – |
Sold out since Q1 2025 (10)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| iShares Inc46434G764 | MSCI EMRG CHN | 86,839 | $4.78M | 1.1% | – |
| Victory Portfolios II92647X822 | VICT SMA CAP ETF | 110,540 | $2.71M | 0.6% | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 24,582 | $1.23M | 0.3% | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 23,393 | $920.7K | 0.2% | – |
| Harbor ETF Trust41151J885 | INTERNATNAL COMP | 29,510 | $783.0K | 0.2% | – |
| UNHUnitedHealth Group Inc | Stock | 558 | $292.4K | 0.1% | History |
| COPConocoPhillips | Stock | 2,657 | $279.0K | 0.1% | History |
| NVONovo Nordisk A S | ADR | 3,703 | $257.1K | 0.1% | History |
| CRMSalesforce, Inc. | Stock | 814 | $218.4K | <0.1% | History |
| VALEVale S.A. | SPONSORED ADS | 10,557 | $105.4K | <0.1% | History |