Top 50 Riversedge Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 10.69% | 398.6K | $86.1M | +0.52%(+2.08K) | $188.97(+17.59%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 8.41% | 751.9K | $67.8M | +299.79%(+563.81K) | $79.12(+12.25%) | 2026-09-30 | |
| IDEV | ISHARES TR | 6.89% | 620.9K | $55.6M | -6.16%(-40.77K) | $69.84(+27.43%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.28% | 151.9K | $50.6M | -1.21%(-1.85K) | $208.05(+64.83%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 4.86% | 318.1K | $39.1M | -1.62%(-5.23K) | $45.41(+167.21%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 4.44% | 510.2K | $35.8M | -10.05%(-57.03K) | $73.00(-3.29%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.68% | 1.08M | $29.6M | -1.04%(-11.38K) | $16.17(+66.44%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 3.46% | 455.9K | $27.9M | +0.08%(+377) | $33.48(+88.17%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.35% | 268.5K | $19.0M | -0.16%(-418) | $42.64(+62.67%) | 2026-09-30 | |
| VTEB | VANGUARD MUN BD FDS | 2.1% | 358.0K | $17.0M | +2.15%(+7.54K) | $51.39(-6.57%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.50% | +50.10% | +6.34% | +35.96% |
| Top 20 Holdings Unweighted | +13.13% | +44.78% | +5.38% | +29.94% |
Riversedge Advisors LLC reports $813.03M in US-listed equity holdings across 367 positions in its most recent 13F filing. Its largest disclosed positions are VTV (10.7%), VUG (8.4%) and IDEV (6.9%). The top 20 holdings account for 67.07% of reported assets. Its disclosed equity book has returned +50.10% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Riversedge Advisors LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1787663). View Riversedge Advisors LLCโs 13F filings on SEC