Basic Stats
Portfolio Value $ 511,289,879
Current Positions 126
Latest Holdings, Performance, AUM (from 13F, 13D)

Riversedge Advisors, Llc has disclosed 126 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 511,289,879 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Riversedge Advisors, Llc’s top holdings are Vanguard Index Funds - Vanguard Large-Cap ETF (US:VV) , iShares Trust - iShares Core MSCI International Developed Markets ETF (US:IDEV) , Vanguard Bond Index Funds - Vanguard Total Bond Market ETF (US:BND) , SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF (US:SPYG) , and SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF (US:SPYV) . Riversedge Advisors, Llc’s new positions include Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF (US:VIOG) , Capital One Financial Corporation (US:COF) , Constellation Energy Corporation (IT:1CEG) , Intuit Inc. (US:INTU) , and Synchrony Financial (US:SYF) .

Riversedge Advisors, Llc - Portfolio Value
Add This Fund
to your Dashboard
Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.22 62.11 12.1472 5.7450
0.60 45.52 8.9029 1.0377
0.10 11.38 2.2255 0.7201
0.03 12.38 2.4221 0.4483
0.53 26.13 5.1097 0.4221
0.05 8.87 1.7339 0.4194
0.10 8.85 1.7303 0.3818
0.09 4.25 0.8306 0.3697
0.01 4.52 0.8846 0.3341
0.03 3.98 0.7783 0.2374
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.57 14.02 2.7428 -2.8969
0.50 26.36 5.1563 -1.0203
0.09 17.94 3.5091 -0.8790
0.22 18.67 3.6509 -0.8107
0.13 23.72 4.6385 -0.6114
0.59 43.19 8.4469 -0.5795
0.20 5.02 0.9809 -0.5505
0.04 1.05 0.2053 -0.3517
0.17 8.53 1.6692 -0.2978
0.00 0.00 -0.1746
13F and Fund Filings

This form was filed on 2025-07-09 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.22 94.92 62.11 116.36 12.1472 5.7450
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF 0.60 16.94 45.52 29.08 8.9029 1.0377
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.59 6.45 43.19 6.71 8.4469 -0.5795
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.35 -2.22 33.52 15.97 6.5562 0.1092
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF 0.50 -7.11 26.36 -4.80 5.1563 -1.0203
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.53 13.75 26.13 24.30 5.1097 0.4221
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 1.11 -0.89 24.61 10.74 4.8137 -0.1434
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.13 -3.96 23.72 0.76 4.6385 -0.6114
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.22 -15.44 18.67 -6.69 3.6509 -0.8107
AAPL / Apple Inc. 0.09 -1.27 17.94 -8.81 3.5091 -0.8790
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.29 1.05 16.26 13.34 3.1807 -0.0196
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.30 17.14 14.90 15.74 2.9145 0.0430
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.57 -49.90 14.02 -44.54 2.7428 -2.8969
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.03 18.37 12.38 39.94 2.4221 0.4483
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.10 61.30 11.38 68.59 2.2255 0.7201
VTV / Vanguard Index Funds - Vanguard Value ETF 0.05 47.01 8.87 50.43 1.7339 0.4194
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF 0.10 43.49 8.85 46.31 1.7303 0.3818
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.17 -4.58 8.53 -3.23 1.6692 -0.2978
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.20 -32.36 5.02 -26.96 0.9809 -0.5505
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF 0.02 -3.41 4.90 8.05 0.9584 -0.0530
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF 0.11 -3.53 4.69 4.73 0.9178 -0.0815
MSFT / Microsoft Corporation 0.01 38.30 4.52 83.27 0.8846 0.3341
BTC / Grayscale Bitcoin Mini Trust 0.09 57.04 4.25 105.52 0.8306 0.3697
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.03 12.57 3.98 64.08 0.7783 0.2374
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.01 -15.04 3.41 -6.55 0.6673 -0.1470
PLTR / Palantir Technologies Inc. 0.02 6.40 2.98 71.91 0.5831 0.1962
IBIT / iShares Bitcoin Trust ETF 0.05 -26.79 2.80 -4.27 0.5479 -0.1048
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF 0.07 47.20 2.79 49.97 0.5455 0.1308
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.08 3.53 2.25 7.76 0.4400 -0.0256
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 9.11 2.16 20.57 0.4232 0.0230
AMZN / Amazon.com, Inc. 0.01 40.46 2.09 62.02 0.4089 0.1210
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.01 -19.74 1.99 -15.98 0.3889 -0.1389
GOOGL / Alphabet Inc. 0.01 12.60 1.76 28.29 0.3451 0.0384
MUB / iShares Trust - iShares National Muni Bond ETF 0.02 -8.48 1.72 -9.32 0.3369 -0.0867
META / Meta Platforms, Inc. 0.00 20.30 1.47 54.08 0.2883 0.0749
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.01 3.29 1.45 22.57 0.2837 0.0196
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -2.13 1.37 19.63 0.2682 0.0126
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF 0.03 -23.70 1.34 -25.17 0.2618 -0.1370
GOOGL / Alphabet Inc. 0.01 17.94 1.23 33.91 0.2402 0.0357
BRK.B / Berkshire Hathaway Inc. 0.00 -1.99 1.12 -10.60 0.2195 -0.0605
AVGO / Broadcom Inc. 0.00 27.42 1.11 109.83 0.2172 0.0991
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF 0.04 -57.22 1.05 -57.99 0.2053 -0.3517
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.00 3.08 1.03 15.40 0.2022 0.0022
MCO / Moody's Corporation 0.00 1.87 1.01 9.77 0.1978 -0.0078
COST / Costco Wholesale Corporation 0.00 0.89 1.00 5.57 0.1965 -0.0156
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 36.97 0.96 87.18 0.1886 0.0735
JPM / JPMorgan Chase & Co. 0.00 8.21 0.91 28.05 0.1786 0.0194
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.02 0.00 0.91 5.20 0.1782 -0.0151
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF 0.00 -17.86 0.86 -17.61 0.1686 -0.0647
TSLA / Tesla, Inc. 0.00 125.87 0.83 177.18 0.1617 0.0951
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 -3.09 0.74 7.07 0.1453 -0.0093
ABBV / AbbVie Inc. 0.00 2.61 0.70 -9.09 0.1370 -0.0349
JNJ / Johnson & Johnson 0.00 0.80 0.65 -7.11 0.1278 -0.0292
MCD / McDonald's Corporation 0.00 4.96 0.63 -1.73 0.1222 -0.0198
V / Visa Inc. 0.00 0.17 0.61 1.49 0.1202 -0.0149
NFLX / Netflix, Inc. 0.00 13.87 0.58 63.48 0.1139 0.0345
CIL / Victory Portfolios II - VictoryShares International Volatility Wtd ETF 0.01 -10.90 0.57 -0.69 0.1123 -0.0167
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF 0.00 0.56 0.1092 0.1092
CVX / Chevron Corporation 0.00 -6.43 0.55 -19.97 0.1084 -0.0459
HD / The Home Depot, Inc. 0.00 18.06 0.52 18.10 0.1022 0.0035
ISRG / Intuitive Surgical, Inc. 0.00 7.50 0.51 17.95 0.0991 0.0033
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.01 0.00 0.50 10.57 0.0983 -0.0031
BAC / Bank of America Corporation 0.01 8.62 0.50 23.10 0.0981 0.0073
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 -0.34 0.50 10.15 0.0976 -0.0034
ABT / Abbott Laboratories 0.00 -0.08 0.50 2.27 0.0972 -0.0110
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF 0.01 -17.96 0.46 -17.58 0.0909 -0.0348
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.00 -0.22 0.43 0.46 0.0847 -0.0114
SAP / SAP SE - Depositary Receipt (Common Stock) 0.00 -1.54 0.43 11.46 0.0839 -0.0019
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) 0.00 0.28 0.41 -13.99 0.0807 -0.0263
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock) 0.01 4.23 0.39 10.54 0.0759 -0.0025
LECO / Lincoln Electric Holdings, Inc. 0.00 0.00 0.38 9.74 0.0750 -0.0030
TPL / Texas Pacific Land Corporation 0.00 -3.51 0.38 -23.11 0.0737 -0.0356
MA / Mastercard Incorporated 0.00 -3.24 0.37 -0.81 0.0721 -0.0108
T / AT&T Inc. 0.01 6.35 0.37 8.61 0.0718 -0.0034
COF / Capital One Financial Corporation 0.00 0.37 0.0717 0.0717
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 -0.12 0.36 17.16 0.0696 0.0020
C / Citigroup Inc. 0.00 17.73 0.34 41.18 0.0659 0.0127
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 -21.35 0.34 -4.82 0.0658 -0.0131
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.00 17.15 0.34 27.38 0.0656 0.0068
ADP / Automatic Data Processing, Inc. 0.00 2.89 0.32 3.92 0.0623 -0.0061
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.01 27.18 0.31 41.47 0.0602 0.0117
HURN / Huron Consulting Group Inc. 0.00 0.00 0.31 -4.06 0.0601 -0.0114
MAR / Marriott International, Inc. 0.00 2.69 0.30 17.90 0.0593 0.0019
1CEG / Constellation Energy Corporation 0.00 0.30 0.0590 0.0590
KO / The Coca-Cola Company 0.00 -0.98 0.30 -2.27 0.0590 -0.0098
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.01 -13.09 0.29 -5.16 0.0576 -0.0115
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 -5.29 0.29 3.60 0.0564 -0.0057
INTU / Intuit Inc. 0.00 0.29 0.0558 0.0558
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock) 0.00 -9.88 0.28 -14.24 0.0554 -0.0184
RY / Royal Bank of Canada 0.00 16.13 0.28 36.06 0.0554 0.0088
ETN / Eaton Corporation plc 0.00 -6.38 0.28 23.14 0.0553 0.0040
SONY / Sony Group Corporation - Depositary Receipt (Common Stock) 0.01 16.24 0.28 19.49 0.0552 0.0024
SHEL / Shell plc - Depositary Receipt (Common Stock) 0.00 -15.60 0.28 -19.13 0.0548 -0.0222
SYF / Synchrony Financial 0.00 0.28 0.0543 0.0543
ORCL / Oracle Corporation 0.00 -14.18 0.27 34.16 0.0531 0.0080
UL / Unilever PLC - Depositary Receipt (Common Stock) 0.00 0.27 0.0530 0.0530
XOM / Exxon Mobil Corporation 0.00 -30.45 0.27 -36.92 0.0529 -0.0428
SPY / SPDR S&P 500 ETF 0.00 -17.37 0.27 -8.87 0.0523 -0.0131
HIG / The Hartford Insurance Group, Inc. 0.00 22.50 0.26 26.09 0.0511 0.0047
BX / Blackstone Inc. 0.00 20.99 0.26 29.35 0.0509 0.0061
GS / The Goldman Sachs Group, Inc. 0.00 0.26 0.0505 0.0505
DVN / Devon Energy Corporation 0.01 -25.08 0.25 -36.27 0.0495 -0.0391
ORLY / O'Reilly Automotive, Inc. 0.00 1,403.76 0.25 -5.26 0.0493 -0.0101
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 0.25 0.0484 0.0484
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock) 0.01 0.25 0.0481 0.0481
PM / Philip Morris International Inc. 0.00 0.24 0.0473 0.0473
TRV / The Travelers Companies, Inc. 0.00 0.24 0.0462 0.0462
BMY / Bristol-Myers Squibb Company 0.01 -6.79 0.23 -29.31 0.0459 -0.0281
BITB / Bitwise Bitcoin ETF Trust 0.00 0.23 0.0450 0.0450
LIN / Linde plc 0.00 1.04 0.23 1.79 0.0448 -0.0054
LLY / Eli Lilly and Company 0.00 -21.87 0.23 -26.21 0.0447 -0.0244
ADBE / Adobe Inc. 0.00 7.24 0.22 8.25 0.0437 -0.0024
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.01 0.22 0.0435 0.0435
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock) 0.02 12.86 0.22 13.40 0.0431 -0.0002
NOW / ServiceNow, Inc. 0.00 0.22 0.0430 0.0430
TD / The Toronto-Dominion Bank 0.00 0.22 0.0430 0.0430
AXON / Axon Enterprise, Inc. 0.00 0.21 0.0416 0.0416
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock) 0.03 16.21 0.21 43.54 0.0414 0.0086
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 0.21 0.0412 0.0412
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock) 0.00 -4.51 0.21 -6.73 0.0407 -0.0091
GPC / Genuine Parts Company 0.00 0.00 0.20 1.49 0.0400 -0.0048
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 0.20 0.0392 0.0392
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock) 0.03 10.47 0.11 23.86 0.0213 0.0015
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock) 0.02 -7.04 0.09 -6.00 0.0184 -0.0040
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock) 0.03 13.49 0.09 59.26 0.0169 0.0046
ABEV / Ambev S.A. - Depositary Receipt (Common Stock) 0.02 8.02 0.05 11.11 0.0099 -0.0002
VALE / Vale S.A. - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
COP / ConocoPhillips 0.00 -100.00 0.00 0.0000
OSEA / Harbor ETF Trust - Harbor International Compounders ETF 0.00 -100.00 0.00 -100.00 -0.1746
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 0.00 -100.00 0.00 0.0000
SFLO / Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 0.00 -100.00 0.00 0.0000
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.00 -100.00 0.00 0.0000
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 -100.00 -0.0573
DFIV / Dimensional ETF Trust - Dimensional International Value ETF 0.00 -100.00 0.00 0.0000
UNH / UnitedHealth Group Incorporated 0.00 -100.00 0.00 0.0000
CRM / Salesforce, Inc. 0.00 -100.00 0.00 0.0000