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 Admiral FDS Inc921932778 | SMLCP 600 VAL | 98,928 | $11.6M | 1.5% | −1,308−1.3% | Reduced | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 223,369 | $12.0M | 1.6% | +1,935+0.9% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 167,699 | $16.2M | 2.2% | −3,035−1.8% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 188,068 | $16.2M | 2.2% | +3,316+1.8% | AddedConverted for a 6-for-1 split | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 350,427 | $17.7M | 2.4% | +20,296+6.1% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 268,893 | $19.2M | 2.5% | −3,532−1.3% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 391,831 | $23.4M | 3.1% | +10,065+2.6% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 455,543 | $27.7M | 3.7% | −2,844−0.6% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 1,090,363 | $30.2M | 4.0% | +761+0.1% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 323,310 | $38.5M | 5.1% | −7,006−2.1% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 567,270 | $41.6M | 5.5% | +12,665+2.3% | Added | – |
| AAPLApple Inc. | Stock | 153,766 | $44.5M | 5.9% | +61,236+66.2% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 147,058 | $50.6M | 6.7% | −535−0.4% | Reduced | – |
| iShares Tr46435G326 | CORE MSCI INTL | 661,655 | $58.9M | 7.8% | +33,185+5.3% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 396,548 | $86.4M | 11.5% | +21,512+5.7% | Added | – |
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 |