Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 16, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 315
- +99 vs. Q1 2026
- Portfolio value
- $752.9M
- +$135.2M (+21.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 396,548 | $86.4M | 11.5% | +21,512+5.7% | Added | – |
| iShares Tr46435G326 | CORE MSCI INTL | 661,655 | $58.9M | 7.8% | +33,185+5.3% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 147,058 | $50.6M | 6.7% | −535−0.4% | Reduced | – |
| AAPLApple Inc. | Stock | 153,766 | $44.5M | 5.9% | +61,236+66.2% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 567,270 | $41.6M | 5.5% | +12,665+2.3% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 323,310 | $38.5M | 5.1% | −7,006−2.1% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 1,090,363 | $30.2M | 4.0% | +761+0.1% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 455,543 | $27.7M | 3.7% | −2,844−0.6% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 391,831 | $23.4M | 3.1% | +10,065+2.6% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 268,893 | $19.2M | 2.5% | −3,532−1.3% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 350,427 | $17.7M | 2.4% | +20,296+6.1% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 188,068 | $16.2M | 2.2% | +3,316+1.8% | AddedConverted for a 6-for-1 split | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 167,699 | $16.2M | 2.2% | −3,035−1.8% | Reduced | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 223,369 | $12.0M | 1.6% | +1,935+0.9% | Added | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 98,928 | $11.6M | 1.5% | −1,308−1.3% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 69,094 | $10.2M | 1.4% | +2,016+3.0% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 43,283 | $9.21M | 1.2% | +10.0% | Added | – |
| NVDANVIDIA Corp | Stock | 41,423 | $8.29M | 1.1% | +5,773+16.2% | Added | History |
| Fidelity Covington Trust31609A206 | ENHANCED SML CAP | 159,597 | $7.71M | 1.0% | −9,589−5.7% | Reduced | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 79,048 | $7.63M | 1.0% | −3,723−4.5% | Reduced | – |
| IBITiShares Bitcoin Trust ETF | ETF | 218,175 | $7.26M | 1.0% | +175,819+415.1% | Added | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 138,239 | $6.69M | 0.9% | +4,177+3.1% | Added | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 155,273 | $6.49M | 0.9% | +5,259+3.5% | Added | – |
| VanEck ETF Trust92189F130 | REAL ASSETS ETF | 158,232 | $6.28M | 0.8% | −1,470−0.9% | Reduced | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 21,783 | $6.27M | 0.8% | −453−2.0% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 106,044 | $5.49M | 0.7% | −202−0.2% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 13,609 | $4.86M | 0.6% | +551+4.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 12,697 | $4.74M | 0.6% | +2,910+29.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 19,545 | $4.66M | 0.6% | +2,838+17.0% | Added | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 10,585 | $3.87M | 0.5% | −112−1.0% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 10,917 | $3.86M | 0.5% | +1,641+17.7% | Added | History |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 141,650 | $3.68M | 0.5% | −228,399−61.7% | Reduced | History |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 61,246 | $2.96M | 0.4% | +1,097+1.8% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 80,108 | $2.79M | 0.4% | +523+0.7% | Added | – |
| MUMicron Technology Inc | Stock | 2,399 | $2.77M | 0.4% | +96+4.2% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 22,301 | $2.60M | 0.3% | −221−1.0% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 6,847 | $2.59M | 0.3% | +581+9.3% | Added | History |
| TSLATesla, Inc. | Stock | 5,336 | $2.24M | 0.3% | +476+9.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,611 | $2.20M | 0.3% | −251−5.2% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 2,911 | $2.18M | 0.3% | −380−11.5% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 16,003 | $1.91M | 0.3% | 00.0% | UnchangedConverted for a 8-for-1 split | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,836 | $1.90M | 0.3% | −865−9.9% | Reduced | – |
| iShares Tr46435U853 | BROAD USD HIGH | 48,315 | $1.79M | 0.2% | −863−1.8% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,469 | $1.74M | 0.2% | +707+25.6% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,871 | $1.63M | 0.2% | −956−7.5% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 4,921 | $1.61M | 0.2% | +1,584+47.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 2,838 | $1.60M | 0.2% | +507+21.8% | Added | History |
| JNJJohnson & Johnson | Stock | 6,231 | $1.58M | 0.2% | +225+3.7% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 13,253 | $1.43M | 0.2% | +64+0.5% | Added | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,558 | $1.40M | 0.2% | +10.0% | Added | – |
| LLYEli Lilly & Co | Stock | 1,159 | $1.39M | 0.2% | +336+40.8% | Added | History |
| COSTCostco Wholesale Corp | Stock | 1,474 | $1.38M | 0.2% | +116+8.5% | Added | History |
| LRCXLam Research Corp | Stock | 3,071 | $1.33M | 0.2% | +319+11.6% | Added | History |
| ASMLASML Holding NV | ADR | 651 | $1.30M | 0.2% | +86+15.2% | Added | History |
| Putnam ETF Trust746729789 | FRAN MU HI YI ET | 106,735 | $1.27M | 0.2% | −7,358−6.4% | Reduced | – |
| MCOMoodys Corp | Stock | 2,760 | $1.25M | 0.2% | +393+16.6% | Added | History |
| CVXChevron Corp | Stock | 7,445 | $1.23M | 0.2% | +2,110+39.6% | Added | History |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 7,958 | $1.22M | 0.2% | +155+2.0% | Added | – |
| ABBVAbbVie Inc. | Stock | 4,666 | $1.17M | 0.2% | +65+1.4% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,167 | $1.17M | 0.2% | +3+0.1% | Added | – |
| WDCWestern Digital Corp | COM | 1,807 | $1.15M | 0.2% | +573+46.4% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 19,575 | $1.13M | 0.1% | +2,588+15.2% | Added | History |
| Franklin Templeton ETF Tr35473P629 | HIGH YIELD CORP | 46,150 | $1.12M | 0.1% | +1,805+4.1% | Added | – |
| INTCIntel Corp | Stock | 7,149 | $998.2K | 0.1% | −2,795−28.1% | Reduced | History |
| HDHome Depot, Inc. | Stock | 2,815 | $992.8K | 0.1% | +1,552+122.9% | Added | History |
| VVisa Inc. | Stock | 2,872 | $985.4K | 0.1% | +694+31.9% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 6,833 | $934.2K | 0.1% | +414+6.4% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,358 | $933.0K | 0.1% | +70+5.4% | Added | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $932.7K | 0.1% | 00.0% | Unchanged | – |
| FIXComfort Systems USA Inc | COM | 463 | $917.6K | 0.1% | +93+25.1% | Added | History |
| CCitigroup Inc | Stock | 6,332 | $886.3K | 0.1% | +551+9.5% | Added | History |
| MRKMerck & Co., Inc. | Stock | 6,880 | $884.1K | 0.1% | +355+5.4% | Added | History |
| GEGeneral Electric Co | Stock | 2,357 | $880.9K | 0.1% | +516+28.0% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,820 | $839.5K | 0.1% | +40.0% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,444 | $838.8K | 0.1% | +409+39.5% | Added | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 32,598 | $829.3K | 0.1% | −1,479−4.3% | Reduced | – |
| CBChubb Ltd | Stock | 2,360 | $804.1K | 0.1% | +690+41.3% | Added | History |
| SNDKSandisk Corp | COM | 341 | $775.3K | 0.1% | −202−37.2% | Reduced | History |
| PCGPG&E Corp | Stock | 44,769 | $753.0K | 0.1% | +17,077+61.7% | Added | History |
| CNCCentene Corp | Stock | 11,696 | $750.8K | 0.1% | +3,382+40.7% | Added | History |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 7,868 | $748.2K | 0.1% | +642+8.9% | Added | History |
| WMTWalmart Inc. | Stock | 6,455 | $731.1K | 0.1% | −444−6.4% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 1,746 | $725.5K | 0.1% | +535+44.2% | Added | History |
| COFCapital One Financial Corp | Stock | 3,561 | $714.4K | 0.1% | +1,832+106.0% | Added | History |
| BACBank of America Corp | Stock | 12,527 | $713.8K | 0.1% | +2,301+22.5% | Added | History |
| GEVGE Vernova Inc. | Stock | 592 | $695.5K | 0.1% | +82+16.1% | Added | History |
| TJXTJX Companies Inc | Stock | 4,502 | $682.1K | 0.1% | +1,184+35.7% | Added | History |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 3,749 | $680.3K | 0.1% | −138−3.6% | Reduced | – |
| ABNBAirbnb, Inc. | Stock | 4,716 | $674.9K | 0.1% | +1,667+54.7% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 1,974 | $651.6K | 0.1% | +429+27.8% | Added | History |
| UALUnited Airlines Holdings, Inc. | COM | 4,758 | $647.0K | 0.1% | +1,328+38.7% | Added | History |
| MCDMcDonalds Corp | Stock | 2,328 | $629.2K | 0.1% | +38+1.7% | Added | History |
| EIXEdison International | Stock | 8,431 | $627.7K | 0.1% | +1,643+24.2% | Added | History |
| DALDelta Air Lines, Inc. | COM NEW | 6,603 | $618.4K | 0.1% | +974+17.3% | Added | History |
| APHAmphenol Corp | CL A | 3,489 | $615.2K | 0.1% | +387+12.5% | Added | History |
| NVSNovartis AG | ADR | 3,883 | $608.5K | 0.1% | +425+12.3% | Added | History |
| RYRoyal Bank of Canada | Stock | 2,908 | $601.9K | 0.1% | +250+9.4% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 2,334 | $597.2K | 0.1% | −147−5.9% | Reduced | History |
| PSXPhillips 66 | Stock | 3,526 | $596.0K | 0.1% | +1,311+59.2% | Added | History |
| SNOWSnowflake Inc. | Stock | 2,341 | $595.8K | 0.1% | +2,341 | New | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| AAPLApple Inc. | Stock | $6.19M | – |
Sold out since Q1 2026 (13)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| INTUIntuit Inc. | Stock | 590 | $255.2K | <0.1% | History |
| CRMSalesforce, Inc. | Stock | 1,325 | $247.3K | <0.1% | History |
| OMCOmnicom Group Inc. | COM | 3,242 | $244.2K | <0.1% | History |
| BPBP PLC | ADR | 4,722 | $221.9K | <0.1% | History |
| SHOPShopify Inc. | Stock | 1,857 | $220.3K | <0.1% | History |
| SLBSLB Limited | Stock | 4,141 | $212.8K | <0.1% | History |
| NOWServiceNow, Inc. | Stock | 1,982 | $207.2K | <0.1% | History |
| HONHoneywell International Inc | COM | 914 | $206.7K | <0.1% | History |
| UBERUber Technologies, Inc | Stock | 2,849 | $204.9K | <0.1% | History |
| SAPSAP SE | ADR | 1,190 | $203.7K | <0.1% | History |
| GILDGilead Sciences, Inc. | Stock | 1,449 | $201.9K | <0.1% | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 699 | $200.7K | <0.1% | – |
| ADTADT Inc. | COM | 14,159 | $93.0K | <0.1% | History |