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CIK: 0001787663
Total reported value
$813.0M
$813.0M
126 檔
25.9%
As reported in its official Q2 2025 Form 13F filing, Riversedge Advisors, LLC's tracked investment portfolio stood at $813.0M with 126 total positions.
In Q2 2025, Riversedge Advisors, LLC displayed an active expansion posture, initiating 18 new positions and adding to 57 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 12.15% | -6.56% | +94.92% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 8.90% | -0.93% | +16.94% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 8.45% | -1.09% | +6.45% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.56% | -0.25% | -2.22% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.16% | -0.22% | -7.11% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.11% | -1.36% | +13.75% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.81% | -0.33% | -0.89% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.64% | -0.10% | -3.96% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.65% | -0.14% | -15.44% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.51% | +0.42% | -1.27% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.18% | -0.19% | +1.05% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.91% | -0.24% | +17.14% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.74% | — | -49.90% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 2.42% | +6.20% | +18.37% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.23% | -0.12% | +61.30% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.73% | -0.79% | +47.01% | |
| 17 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.73% | -0.21% | +43.49% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.67% | -0.08% | -4.58% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.98% | — | -32.36% | |
| 20 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 0.96% | -0.15% | -3.41% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.92% | -0.05% | -3.53% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | +0.34% | +38.30% | |
| 23 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.83% | +0.16% | +57.04% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.17% | +12.57% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.67% | -0.07% | -15.04% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.58% | +0.20% | +6.40% | |
| 27 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.55% | +0.24% | -26.79% | |
| 28 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.55% | -0.01% | +47.20% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.44% | -0.04% | +3.53% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | -0.02% | +9.11% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.03% | +40.46% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.39% | -0.04% | -19.74% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | -0.06% | +12.60% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.34% | -0.07% | -8.48% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | +0.10% | +20.30% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | -0.02% | +3.29% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.27% | — | -2.13% | |
| 38 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.26% | — | -23.70% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | -0.04% | +17.94% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | +0.01% | -1.99% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | -0.04% | +27.42% | |
| 42 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.21% | -0.02% | -57.22% | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.20% | -0.02% | +3.08% | |
| 44 | MCO | Moody's CORP | Stock-Financials | 0.20% | — | +1.87% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | -0.04% | +0.89% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.19% | -0.05% | +36.97% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | — | +8.21% | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.18% | -0.01% | — | |
| 49 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.17% | -0.01% | -17.86% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | -0.05% | +125.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +5.8% | +94.92% | Add |
| 2 | IDEV | Ishares Core Msci Dev Mkts | +1% | +16.94% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.7% | +61.30% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.5% | +18.37% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +13.75% | Add |
| 6 | VTV | Vanguard Value ETF | +0.4% | +47.01% | Add |
| 7 | VIOV | Vanguard S&p Small-cap 600 V | +0.4% | +43.49% | Add |
| 8 | BTC | Grayscale Bitcoin Mini ETF | +0.4% | +57.04% | Add |
| 9 | MSFT | Microsoft CORP | +0.3% | +38.30% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | +12.57% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | +0.2% | +6.40% | Add |
| 12 | USHY | Ishares Broad Usd High Yield | +0.1% | +47.20% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +40.46% | Add |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -2.22% | Trim |
| 15 | VIOG | Vanguard S&p Sm Cap 600 Grw | +0.1% | NEW | New buy |
| 16 | AVGO | Broadcom Inc | +0.1% | +27.42% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +125.87% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +20.30% | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +36.97% | Add |
| 20 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 21 | CEG | Constellation Energy | +0.1% | NEW | New buy |
| 22 | INTU | Intuit Inc | +0.1% | NEW | New buy |
| 23 | SYF | Synchrony Financial | +0.1% | NEW | New buy |
| 24 | UL | Unilever PLC | +0.1% | NEW | New buy |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 26 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 27 | IBN | Icici Bank Ltd-spon Adr | +0.1% | NEW | New buy |
| 28 | PM | Philip Morris International | +0.1% | NEW | New buy |
| 29 | TRV | Travelers Cos Inc/the | +0.1% | NEW | New buy |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +17.14% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +12.60% | Add |
| 32 | GOOG | Alphabet Inc-cl C | 0% | +17.94% | Add |
| 33 | BITB | Bitwise Bitcoin ETF | 0% | NEW | New buy |
| 34 | SCHG | Schwab US Large-cap Growth | 0% | NEW | New buy |
| 35 | NOW | Servicenow Inc | 0% | NEW | New buy |
| 36 | TD | Toronto-dominion Bank | 0% | NEW | New buy |
| 37 | AXON | Axon Enterprise Inc | 0% | NEW | New buy |
| 38 | VOT | Vanguard Mid-cap Growth ETF | 0% | NEW | New buy |
| 39 | VIG | Vanguard Dividend Apprec ETF | 0% | NEW | New buy |
| 40 | NFLX | Netflix Inc | 0% | +13.87% | Add |
| 41 | IVV | Ishares Core S&p 500 ETF | 0% | +9.11% | Add |
| 42 | IVW | Ishares S&p 500 Growth ETF | 0% | +3.29% | Add |
| 43 | JPM | Jpmorgan Chase & Co | 0% | +8.21% | Add |
| 44 | C | Citigroup Inc | 0% | +17.73% | Add |
| 45 | VGT | Vanguard Info Tech ETF | 0% | -2.13% | Trim |
| 46 | BAC | Bank Of America CORP | 0% | +8.62% | Add |
| 47 | IEMG | Ishares Core Msci Emerging | 0% | +27.18% | Add |
| 48 | RY | Royal Bank Of Canada | 0% | +16.13% | Add |
| 49 | NVS | Novartis Ag-sponsored Adr | 0% | +17.15% | Add |
| 50 | SAN | Banco Santander Sa-spon Adr | 0% | +16.21% | Add |
According to official SEC Form 13F filings, Riversedge Advisors, LLC reported a total U.S. public equity portfolio value of $813.0M across 126 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VV, IDEV, BND) accounted for 25.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
VIOG
市值: $558.1K
Top Position Liquidated / Trimmed
EMXC
前期市值: $4.8M
During Q2 2025, Riversedge Advisors, LLC's top holdings by market value included VV (12.2%)、IDEV (8.9%)、BND (8.4%). The largest single position, VV, represented 12.2% of total portfolio value.
In Q2 2025, Riversedge Advisors, LLC made 131 total portfolio adjustments, initiating 18 new buys, adding to 57 positions, trimming 46 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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