Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 7, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 214
- +16 vs. Q3 2025
- Portfolio value
- $615.0M
- +$18.3M (+3.1%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 29,862 | $14.6M | 2.4% | −36−0.1% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 174,716 | $15.6M | 2.5% | −42,094−19.4% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 323,987 | $16.3M | 2.6% | +2,253+0.7% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 141,414 | $17.0M | 2.8% | +25,758+22.3% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 273,119 | $17.1M | 2.8% | −10,600−3.7% | Reduced | – |
| AAPLApple Inc. | Stock | 94,290 | $25.6M | 4.2% | +2,060+2.2% | Added | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 465,712 | $26.5M | 4.3% | −16,158−3.4% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 493,816 | $26.5M | 4.3% | −41,101−7.7% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 1,106,210 | $26.6M | 4.3% | +697+0.1% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 151,988 | $29.1M | 4.7% | +14,804+10.8% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 341,218 | $36.4M | 5.9% | −5,299−1.5% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 669,857 | $49.6M | 8.1% | +67,012+11.1% | Added | – |
| iShares Tr46435G326 | CORE MSCI INTL | 679,736 | $56.1M | 9.1% | +42,511+6.7% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 263,959 | $83.1M | 13.5% | +32,488+14.0% | Added | – |
Sold out since Q3 2025 (25)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 450,558 | $11.9M | 2.0% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 157,191 | $4.39M | 0.7% | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 36,250 | $1.42M | 0.2% | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 7,317 | $573.2K | 0.1% | – |
| PGProcter & Gamble Co | Stock | 3,567 | $548.0K | 0.1% | History |
| RBLXRoblox Corp | Stock | 2,766 | $383.1K | 0.1% | History |
| LINLinde PLC | Stock | 772 | $366.7K | 0.1% | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,660 | $333.5K | 0.1% | History |
| UBERUber Technologies, Inc | Stock | 2,889 | $283.0K | <0.1% | History |
| ULUnilever PLC | SPON ADR NEW | 4,660 | $276.2K | <0.1% | History |
| AZOAutoZone Inc | COM | 61 | $261.7K | <0.1% | History |
| VRSNVerisign Inc | COM | 887 | $248.0K | <0.1% | History |
| CRMSalesforce, Inc. | Stock | 1,022 | $242.2K | <0.1% | History |
| TPRTapestry, Inc. | COM | 2,105 | $238.3K | <0.1% | History |
| EGEverest Group, Ltd. | COM | 677 | $237.1K | <0.1% | History |
| EBAYeBay Inc | COM | 2,566 | $233.4K | <0.1% | History |
| ZSZscaler, Inc. | Stock | 750 | $224.7K | <0.1% | History |
| VZVerizon Communications Inc | Stock | 5,104 | $224.3K | <0.1% | History |
| VEEVVeeva Systems Inc | Stock | 730 | $217.5K | <0.1% | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 734 | $215.6K | <0.1% | – |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 471 | $214.8K | <0.1% | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,065 | $214.6K | <0.1% | History |
| MOHMolina Healthcare, Inc. | COM | 1,101 | $210.7K | <0.1% | History |
| EXRExtra Space Storage Inc. | COM | 1,447 | $203.9K | <0.1% | History |
| KMIKinder Morgan, Inc. | Stock | 7,092 | $200.8K | <0.1% | History |