Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 16, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 216
- +2 vs. Q4 2025
- Portfolio value
- $617.7M
- +$2.70M (+0.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 375,036 | $73.6M | 11.9% | +319,174+571.4% | Added | – |
| iShares Tr46435G326 | CORE MSCI INTL | 628,470 | $52.5M | 8.5% | −51,266−7.5% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 147,593 | $44.1M | 7.1% | −116,366−44.1% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 554,605 | $40.8M | 6.6% | −115,252−17.2% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 330,316 | $32.3M | 5.2% | −10,902−3.2% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 1,089,602 | $27.0M | 4.4% | −16,608−1.5% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 458,387 | $25.9M | 4.2% | −7,325−1.6% | Reduced | – |
| AAPLApple Inc. | Stock | 92,530 | $23.5M | 3.8% | −1,760−1.9% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 381,766 | $20.6M | 3.3% | −112,050−22.7% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 272,425 | $17.5M | 2.8% | −694−0.3% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 330,131 | $16.5M | 2.7% | +6,144+1.9% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 170,734 | $15.5M | 2.5% | −3,982−2.3% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 30,792 | $13.4M | 2.2% | +930+3.1% | Added | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 221,434 | $11.9M | 1.9% | +221,434 | New | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 370,049 | $11.1M | 1.8% | +173,469+88.2% | Added | History |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 100,236 | $10.2M | 1.7% | −1,290−1.3% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 67,078 | $8.34M | 1.3% | −74,336−52.6% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 43,282 | $8.31M | 1.3% | −108,706−71.5% | Reduced | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 82,771 | $6.67M | 1.1% | +82,771 | New | – |
| VanEck ETF Trust92189F130 | REAL ASSETS ETF | 159,702 | $6.50M | 1.1% | +159,702 | New | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 134,062 | $6.44M | 1.0% | −57,220−29.9% | Reduced | – |
| Fidelity Covington Trust31609A206 | ENHANCED SML CAP | 169,186 | $6.43M | 1.0% | +169,186 | New | – |
| NVDANVIDIA Corp | Stock | 35,650 | $6.22M | 1.0% | +937+2.7% | Added | History |
| iShares Tr46435G409 | MSCI INTL VLU FT | 150,014 | $5.95M | 1.0% | +150,014 | New | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 22,236 | $5.09M | 0.8% | −416−1.8% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 106,246 | $4.98M | 0.8% | −1,345−1.3% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 13,058 | $3.76M | 0.6% | +100+0.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 9,787 | $3.62M | 0.6% | −1,159−10.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 16,707 | $3.48M | 0.6% | +3,665+28.1% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 22,522 | $3.29M | 0.5% | +111+0.5% | Added | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 10,697 | $3.23M | 0.5% | −482−4.3% | Reduced | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 60,149 | $2.88M | 0.5% | +60,149 | New | – |
| GOOGAlphabet Inc. | Stock | 9,276 | $2.66M | 0.4% | −57−0.6% | Reduced | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 79,585 | $2.43M | 0.4% | +346+0.4% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,291 | $2.15M | 0.3% | −156−4.5% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 6,266 | $1.94M | 0.3% | +607+10.7% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 8,701 | $1.89M | 0.3% | −292−3.2% | Reduced | – |
| iShares Tr46435U853 | BROAD USD HIGH | 49,178 | $1.81M | 0.3% | −24,870−33.6% | Reduced | – |
| TSLATesla, Inc. | Stock | 4,860 | $1.81M | 0.3% | +1,234+34.0% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,862 | $1.64M | 0.3% | +219+4.7% | Added | History |
| IBITiShares Bitcoin Trust ETF | ETF | 42,356 | $1.63M | 0.3% | −595−1.4% | Reduced | History |
| JNJJohnson & Johnson | Stock | 6,006 | $1.47M | 0.2% | +61+1.0% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 12,827 | $1.45M | 0.2% | −238−1.8% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 13,189 | $1.40M | 0.2% | −1,713−11.5% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,001 | $1.40M | 0.2% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 1,358 | $1.35M | 0.2% | +451+49.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 2,331 | $1.33M | 0.2% | +100+4.5% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,762 | $1.32M | 0.2% | −349−11.2% | Reduced | History |
| Putnam ETF Trust746729789 | FRAN MU HI YI ET | 114,093 | $1.32M | 0.2% | +114,093 | New | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,557 | $1.12M | 0.2% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 5,335 | $1.10M | 0.2% | +1,136+27.1% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 6,419 | $1.09M | 0.2% | +1,412+28.2% | Added | History |
| Franklin Templeton ETF Tr35473P629 | HIGH YIELD CORP | 44,345 | $1.07M | 0.2% | +44,345 | New | – |
| MCOMoodys Corp | Stock | 2,367 | $1.03M | 0.2% | +326+16.0% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 16,987 | $1.03M | 0.2% | +1,381+8.8% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,164 | $1.02M | 0.2% | −139−4.2% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 4,601 | $1.00M | 0.2% | −128−2.7% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 3,337 | $981.5K | 0.2% | −446−11.8% | Reduced | History |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 7,803 | $971.2K | 0.2% | +1,414+22.1% | Added | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $859.0K | 0.1% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 6,899 | $857.4K | 0.1% | +616+9.8% | Added | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 34,077 | $845.1K | 0.1% | −3,987−10.5% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 6,525 | $784.9K | 0.1% | +313+5.0% | Added | History |
| MUMicron Technology Inc | Stock | 2,303 | $778.0K | 0.1% | +28+1.2% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,288 | $769.8K | 0.1% | −265−17.1% | Reduced | – |
| LLYEli Lilly & Co | Stock | 823 | $757.0K | 0.1% | +75+10.0% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,816 | $756.9K | 0.1% | 00.0% | Unchanged | – |
| ASMLASML Holding NV | ADR | 565 | $746.3K | 0.1% | +41+7.8% | Added | History |
| MCDMcDonalds Corp | Stock | 2,290 | $711.6K | 0.1% | +129+6.0% | Added | History |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 3,887 | $692.3K | 0.1% | −37−0.9% | Reduced | – |
| VVisa Inc. | Stock | 2,178 | $658.2K | 0.1% | +486+28.7% | Added | History |
| CCitigroup Inc | Stock | 5,781 | $655.6K | 0.1% | −59−1.0% | Reduced | History |
| DVNDevon Energy Corp | Stock | 11,972 | $602.5K | 0.1% | +286+2.4% | Added | History |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 7,226 | $596.1K | 0.1% | +154+2.2% | Added | History |
| LRCXLam Research Corp | Stock | 2,752 | $588.0K | 0.1% | +268+10.8% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 2,481 | $572.8K | 0.1% | +54+2.2% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 4,374 | $548.8K | 0.1% | +165+3.9% | Added | History |
| AZNAstraZeneca PLC | ADR | 2,763 | $544.9K | 0.1% | +40+1.5% | AddedConverted for a 1-for-2 split | History |
| CBChubb Ltd | Stock | 1,670 | $544.3K | 0.1% | −59−3.4% | Reduced | History |
| LECOLincoln Electric Holdings Inc | COM | 2,144 | $534.0K | 0.1% | +8+0.4% | Added | History |
| TJXTJX Companies Inc | Stock | 3,318 | $529.9K | 0.1% | +204+6.6% | Added | History |
| NVSNovartis AG | ADR | 3,458 | $528.2K | 0.1% | +87+2.6% | Added | History |
| NFLXNetflix Inc | Stock | 5,461 | $525.1K | 0.1% | +1,006+22.6% | Added | History |
| GEGeneral Electric Co | Stock | 1,841 | $522.5K | 0.1% | +124+7.2% | Added | History |
| FDXFedEx Corp | Stock | 1,456 | $518.7K | 0.1% | +39+2.8% | Added | History |
| FIXComfort Systems USA Inc | COM | 370 | $510.2K | 0.1% | +2+0.5% | Added | History |
| TPLTexas Pacific Land Corp | Stock | 1,067 | $506.2K | 0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 10,226 | $498.5K | 0.1% | −2,628−20.4% | Reduced | History |
| EIXEdison International | Stock | 6,788 | $496.7K | 0.1% | +233+3.6% | Added | History |
| PCGPG&E Corp | Stock | 27,692 | $486.5K | 0.1% | +5,567+25.2% | Added | History |
| LMTLockheed Martin Corp | Stock | 780 | $471.3K | 0.1% | +8+1.0% | Added | History |
| FTITechnipFMC plc | COM | 6,798 | $469.9K | 0.1% | +33+0.5% | Added | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 9,707 | $464.3K | 0.1% | −24−0.2% | Reduced | – |
| ABTAbbott Laboratories | Stock | 4,453 | $457.1K | 0.1% | +737+19.8% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 961 | $454.8K | 0.1% | +12+1.3% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 985 | $454.1K | 0.1% | +84+9.3% | Added | History |
| SHELShell plc | ADR | 4,881 | $453.9K | 0.1% | +135+2.8% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 1,545 | $450.6K | 0.1% | −7−0.5% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 510 | $445.2K | 0.1% | +134+35.6% | Added | History |
| TAT&T Inc. | Stock | 15,298 | $443.5K | 0.1% | +1,645+12.0% | Added | History |
Sold out since Q4 2025 (36)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| GDLCGrayscale CoinDesk Crypto 5 ETF | USD SHS | 112,313 | $4.64M | 0.8% | History |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 24,657 | $1.26M | 0.2% | – |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 11,034 | $595.6K | 0.1% | – |
| TEAMAtlassian Corp | CL A | 2,115 | $342.9K | 0.1% | History |
| DHIHorton D R Inc | COM | 2,342 | $337.3K | 0.1% | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 701 | $331.9K | 0.1% | – |
| ACNAccenture plc | Stock | 1,225 | $328.7K | 0.1% | History |
| SNOWSnowflake Inc. | Stock | 1,405 | $308.2K | 0.1% | History |
| PANWPalo Alto Networks Inc | Stock | 1,667 | $307.1K | <0.1% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 629 | $294.9K | <0.1% | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 2,500 | $284.4K | <0.1% | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 3,810 | $280.6K | <0.1% | – |
| OTISOtis Worldwide Corp | Stock | 3,120 | $272.5K | <0.1% | History |
| QCOMQualcomm Inc | Stock | 1,519 | $259.8K | <0.1% | History |
| ADPAutomatic Data Processing Inc | Stock | 1,006 | $258.8K | <0.1% | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,072 | $258.4K | <0.1% | History |
| ULUnilever PLC | SPON ADR NEW | 3,925 | $256.7K | <0.1% | History |
| CMGChipotle Mexican Grill Inc | COM | 6,929 | $256.4K | <0.1% | History |
| LYFTLyft, Inc. | CL A COM | 13,145 | $254.6K | <0.1% | History |
| WFCWells Fargo & Company | Stock | 2,685 | $250.2K | <0.1% | History |
| SCHWSchwab Charles Corp | Stock | 2,436 | $243.4K | <0.1% | History |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 4,860 | $231.1K | <0.1% | History |
| UBSUBS Group AG | Stock | 4,955 | $229.5K | <0.1% | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 2,364 | $225.5K | <0.1% | History |
| ITGartner Inc | COM | 883 | $222.8K | <0.1% | History |
| AXPAmerican Express Co | Stock | 596 | $220.4K | <0.1% | History |
| BBYBest Buy Co Inc | Stock | 3,273 | $219.1K | <0.1% | History |
| ROPRoper Technologies Inc | Stock | 492 | $219.0K | <0.1% | History |
| HUBSHubSpot Inc | COM | 532 | $213.5K | <0.1% | History |
| iShares Tr464287150 | CORE S&P TTL STK | 1,431 | $212.7K | <0.1% | – |
| LDOSLeidos Holdings, Inc. | COM | 1,174 | $211.8K | <0.1% | History |
| IBNIcici Bank Ltd | ADR | 6,993 | $208.4K | <0.1% | History |
| GPCGenuine Parts Co | Stock | 1,688 | $207.6K | <0.1% | History |
| ILMNIllumina, Inc. | COM | 1,562 | $204.9K | <0.1% | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 6,236 | $203.4K | <0.1% | – |
| UTHRUnited Therapeutics Corp | COM | 414 | $201.7K | <0.1% | History |