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Riversedge Advisors 13F Portfolio

Portfolio Manager
Riversedge Advisors LLC
Performance
+9.65% (2026 Q2)
AUM (13F)
$759.10M
# of Holdings
315
Performance Rank
Allocation (Top 20)
71.4%
Latest filing
Q2 2026

Riversedge Advisors LLC Holdings Map

Top 50 Riversedge Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTV
VANGUARD INDEX FDS
11.48%396.5K$86.4M
+5.74%(+21.51K)
2025-Q2: 50.2K shares2025-Q3: 55.0K shares2025-Q4: 55.9K shares2026-Q1: 375.0K shares2026-Q2: 396.5K shares
$188.83(+20.49%)
2026-06-30
IDEV
ISHARES TR
7.82%661.7K$58.9M
+5.28%(+33.19K)
2025-Q2: 598.6K shares2025-Q3: 637.2K shares2025-Q4: 679.7K shares2026-Q1: 628.5K shares2026-Q2: 661.7K shares
$69.84(+33.73%)
2026-06-30
VV
VANGUARD INDEX FDS
6.72%147.1K$50.6M
-0.36%(-535)
2025-Q2: 217.7K shares2025-Q3: 231.5K shares2025-Q4: 264.0K shares2026-Q1: 147.6K shares2026-Q2: 147.1K shares
$273.42(+30.39%)
2026-06-30
AAPL
APPLE INC
5.91%153.8K$44.5M
+66.18%(+61.24K)
2025-Q2: 87.4K shares2025-Q3: 92.2K shares2025-Q4: 94.3K shares2026-Q1: 92.5K shares2026-Q2: 153.8K shares
$208.05(+46.78%)
2026-06-30
BND
VANGUARD BD INDEX FDS
5.53%567.3K$41.6M
+2.28%(+12.66K)
2025-Q2: 586.6K shares2025-Q3: 602.8K shares2025-Q4: 669.9K shares2026-Q1: 554.6K shares2026-Q2: 567.3K shares
$73.00(-1.03%)
2026-06-30
SPYG
SPDR SERIES TRUST
5.11%323.3K$38.5M
-2.12%(-7.01K)
2025-Q2: 351.7K shares2025-Q3: 346.5K shares2025-Q4: 341.2K shares2026-Q1: 330.3K shares2026-Q2: 323.3K shares
$45.41(+170.60%)
2026-06-30
SCHF
SCHWAB STRATEGIC TR
4.01%1.09M$30.2M
+0.07%(+761)
2025-Q2: 1.11M shares2025-Q3: 1.11M shares2025-Q4: 1.11M shares2026-Q1: 1.09M shares2026-Q2: 1.09M shares
$16.17(+77.23%)
2026-06-30
SPYV
SPDR SERIES TRUST
3.68%455.5K$27.7M
-0.62%(-2.84K)
2025-Q2: 503.7K shares2025-Q3: 481.9K shares2025-Q4: 465.7K shares2026-Q1: 458.4K shares2026-Q2: 455.5K shares
$33.45(+89.57%)
2026-06-30
VWO
VANGUARD INTL EQUITY INDEX F
3.11%391.8K$23.4M
+2.64%(+10.06K)
2025-Q2: 528.2K shares2025-Q3: 534.9K shares2025-Q4: 493.8K shares2026-Q1: 381.8K shares2026-Q2: 391.8K shares
$43.97(+37.32%)
2026-06-30
VEA
VANGUARD TAX-MANAGED FDS
2.54%268.9K$19.2M
-1.30%(-3.53K)
2025-Q2: 285.3K shares2025-Q3: 283.7K shares2025-Q4: 273.1K shares2026-Q1: 272.4K shares2026-Q2: 268.9K shares
$42.64(+73.58%)
2026-06-30

About Riversedge Advisors LLCโ€™s portfolio

Riversedge Advisors LLC reports $759.10M in US-listed equity holdings across 315 positions in its most recent 13F filing. Its largest disclosed positions are VTV (11.5%), IDEV (7.8%) and VV (6.7%). The top 20 holdings account for 71.4% of reported assets. Its disclosed equity book has returned +45.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VTV โ€” 13.5% ($86.42M)IDEV โ€” 9.2% ($58.89M)VV โ€” 7.9% ($50.57M)AAPL โ€” 7.0% ($44.49M)BND โ€” 6.5% ($41.64M)SPYG โ€” 6.0% ($38.47M)SCHF โ€” 4.7% ($30.20M)SPYV โ€” 4.3% ($27.69M)VWO โ€” 3.7% ($23.39M)VEA โ€” 3.0% ($19.16M)Other โ€” 34.1% ($217.83M)
66%in top 10
  • VTV13.5%
  • IDEV9.2%
  • VV7.9%
  • AAPL7.0%
  • BND6.5%
  • SPYG6.0%
  • SCHF4.7%
  • SPYV4.3%
  • VWO3.7%
  • VEA3.0%
  • Other34.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
30
AAPLAPPLE INC+66.2%
IBITISHARES BITCOIN TRUST ETF+415.1%
VTVVANGUARD INDEX FDS+5.7%
IDEVISHARES TR+5.3%
+26 more
Trimmed
20
BTCGRAYSCALE BITCOIN MINI TR ET-61.7%
SPYGSPDR SERIES TRUST-2.1%
FESMFIDELITY COVINGTON TRUST-5.7%
AVEMAMERICAN CENTY ETF TR-4.5%
+16 more

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Source filings

Holdings on this page are parsed from Riversedge Advisors LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1787663). View Riversedge Advisors LLCโ€™s 13F filings on SEC

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