Q2 2026 13F · SEC CIK 1787663

Riversedge Advisors, LLC

Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $752.9M
Reported positions: 315
Top holdings a year, 3 yrs: +14.3%
Assets under management: $928.4M

Riversedge Advisors, LLC is a wealth manager that reported 315 positions worth $752.9M in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were Vanguard Value ETF (VTV, 11.5%), Ishares Tr (IDEV, 7.8%), Vanguard Inx Lrg (VV, 6.7%). A portfolio copying its top holdings returned 14.3% a year over the last 3 years, against 20.4% for the S&P 500.

Riversedge Advisors, LLC holdings largest 50 of 315 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Riversedge Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTVVanguard Value ETF	11.5%	11.9%	396,548	+5.7%	$86.4M
IDEVIshares Tr	7.8%	8.5%	661,655	+5.3%	$58.9M
VVVanguard Inx Lrg	6.7%	7.1%	147,058	-0.4%	$50.6M
AAPLApple Inc	5.9%	3.8%	153,766	+66.2%	$44.5M
BNDVanguard Total Bond Market ETF	5.5%	6.6%	567,270	+2.3%	$41.6M
SPYGSpdr Series Trust	5.1%	5.2%	323,310	-2.1%	$38.5M
SCHFSchwab Intl Equity	4.0%	4.4%	1,090,363	+0.1%	$30.2M
SPYVSpdr Series Trust	3.7%	4.2%	455,543	-0.6%	$27.7M
VWOVanguard Intl Equity Index F	3.1%	3.3%	391,831	+2.6%	$23.4M
VEAVanguard Tax-Managed Fds	2.5%	2.8%	268,893	-1.3%	$19.2M
VTEBVanguard Tx Ex Bd	2.4%	2.7%	350,427	+6.1%	$17.7M
VUGVanguard Indx Fd	2.2%	2.2%	188,068	+510.8%	$16.2M
IEFAIshares Core Msci Eafe ETF	2.2%	2.5%	167,699	-1.8%	$16.2M
JBNDJpmorgan Active Bond ETF	1.6%	1.9%	223,369	+0.9%	$12.0M
VIOVVanguard S&p Small-Cap 600 Value ETF	1.5%	1.7%	98,928	-1.3%	$11.6M
IJRIshares Core S&p Small Cap ETF	1.4%	1.4%	69,094	+3.0%	$10.2M
RSPInvesco S&p 500 Equal Weight ETF	1.2%	1.3%	43,283	+0.0%	$9.2M
NVDANvidia Corporation Com	1.1%	1.0%	41,423	+16.2%	$8.3M
FESMFidelity Covington Trust	1.0%	1.0%	159,597	-5.7%	$7.7M
AVEMAmerican Centy ETF Tr	1.0%	1.1%	79,048	-4.5%	$7.6M
IBITIshares Bitcoin Trust ETF	1.0%	0.3%	218,175	+415.1%	$7.3M
BNDXVanguard Charlotte Fds	0.9%	1.0%	138,239	+3.1%	$6.7M
IVLUIshares Tr	0.9%	1.0%	155,273	+3.5%	$6.5M
RAAXVaneck ETF Trust	0.8%	1.1%	158,232	-0.9%	$6.3M
VTWGVanguard Scottsdale Fds	0.8%	0.8%	21,783	-2.0%	$6.3M
SPEMState Street Spdr Portfolio Emerging Mar	0.7%	0.8%	106,044	-0.2%	$5.5M
GOOGLAlphabet Inc	0.6%	0.6%	13,609	+4.2%	$4.9M
MSFTMicrosoft Corp	0.6%	0.6%	12,697	+29.7%	$4.7M
AMZNAmazon Com Inc Com	0.6%	0.6%	19,545	+17.0%	$4.7M
VBKVanguard Small Cap Growth ETF	0.5%	0.5%	10,585	-1.0%	$3.9M
GOOGAlphabet Inc	0.5%	0.4%	10,917	+17.7%	$3.9M
BTCGrayscale Bitcoin Mini Tr Et	0.5%	1.8%	141,650	-61.7%	$3.7M
JPIBJpmorgan International Bond Opportunitie	0.4%	0.5%	61,246	+1.8%	$3.0M
SCHVSchwab Strategic Tr	0.4%	0.4%	80,108	+0.7%	$2.8M
MUMicron Technology Inc	0.4%	—	2,399	—	$2.8M
PLTRPalantir Technologies Inclass Class A	0.3%	0.5%	22,301	-1.0%	$2.6M
AVGOBroadcom Inc	0.3%	0.3%	6,847	+9.3%	$2.6M
TSLATesla Inc Com	0.3%	0.3%	5,336	+9.8%	$2.2M
TSMTaiwan Semiconductor Manufac	0.3%	0.3%	4,611	-5.2%	$2.2M
IVVIshares Core S&p 500 ETF	0.3%	0.3%	2,911	-11.5%	$2.2M
VGTVanguard Info Tech	0.3%	0.2%	16,003	+699.8%	$1.9M
VBRVanguard Small Cap Value ETF	0.3%	0.3%	7,836	-9.9%	$1.9M
USHYIshares Tr	0.2%	0.3%	48,315	-1.8%	$1.8M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	3,469	+25.6%	$1.7M
IVWIshares	0.2%	0.2%	11,871	-7.5%	$1.6M
JPMJpmorgan Chase & Co	0.2%	—	4,921	—	$1.6M
METAMeta Platforms Inc Class A	0.2%	0.2%	2,838	+21.8%	$1.6M
JNJJohnson & Johnson	0.2%	0.2%	6,231	+3.7%	$1.6M
MUBIshares National Muni Bond ETF	0.2%	0.2%	13,253	+0.5%	$1.4M
IWOIshares Russell 2000 Growth ETF	0.2%	0.2%	3,558	+0.0%	$1.4M

What Riversedge Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.1% /yr; S&P 500 +20.1%
3 years: +14.3% /yr; S&P 500 +20.4%
5 years: +6.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$752.9M	315
Q1 2026	$617.7M	216
Q4 2025	$615.0M	214
Q3 2025	$596.7M	198
Q2 2025	$511.3M	126
Q1 2025	$448.4M	118
Q4 2024	$442.3M	99
Q3 2024	$440.9M	100
Q2 2024	$410.1M	92
Q1 2024	$405.7M	88
Q4 2023	$365.0M	79
Q3 2023	$339.0M	70

Questions about Riversedge Advisors, LLC's portfolio

What stocks does Riversedge Advisors, LLC own?

Riversedge Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 16, 2026, lists 315 positions worth $752.9M. The largest are Vanguard Value ETF (VTV) at 11.5%, Ishares Tr (IDEV) at 7.8%, Vanguard Inx Lrg (VV) at 6.7%, Apple Inc (AAPL) at 5.9% and Vanguard Total Bond Market ETF (BND) at 5.5%.

What did Riversedge Advisors, LLC buy last quarter?

In Q2 2026, Riversedge Advisors, LLC added Vanguard Info Tech (VGT) (+699.8% shares), Vanguard Indx Fd (VUG) (+510.8% shares) and Ishares Bitcoin Trust ETF (IBIT) (+415.1% shares), compared with its Q1 2026 filing.

What did Riversedge Advisors, LLC sell last quarter?

In Q2 2026, Riversedge Advisors, LLC cut from its top 50 Costco Whsl Corp New (COST), cut from its top 50 Franklin Municipal High Yield ETF (FTMH), Grayscale Bitcoin Mini Tr Et (BTC) (-61.7% shares), Ishares Core S&p 500 ETF (IVV) (-11.5% shares) and Vanguard Small Cap Value ETF (VBR) (-9.9% shares), compared with its Q1 2026 filing.

How has Riversedge Advisors, LLC's portfolio performed?

A portfolio copying Riversedge Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.1% against +20.1%. Over 5 years: +6.3% a year against +11.6%.

When is Riversedge Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Riversedge Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Riversedge Advisors, LLC manage?

Riversedge Advisors, LLC reported $928.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $752.9M.