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CIK: 0001787663
Total reported value
$759.1M
$759.1M
126 檔
27.8%
As reported in its official Q2 2025 Form 13F filing, Riversedge Advisors, LLC's tracked investment portfolio stood at $759.1M with 126 total positions.
In Q2 2025, Riversedge Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 24 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% | -0.48% | +94.92% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 8.90% | -0.74% | +16.94% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 8.45% | -1.12% | +6.45% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.56% | -0.17% | -2.22% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.16% | -0.55% | -7.11% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.11% | -0.26% | +13.75% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.81% | -0.39% | -0.89% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.64% | -0.13% | -3.96% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.65% | -0.37% | -15.44% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.51% | +2.88% | -1.27% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.18% | -0.31% | +1.05% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.91% | -0.34% | +17.14% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.74% | — | -49.90% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 2.42% | -0.05% | +18.37% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.23% | — | +61.30% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.73% | -0.53% | +47.01% | |
| 17 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.73% | -0.12% | +43.49% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.67% | -0.16% | -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% | +0.01% | -3.41% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.92% | -0.09% | -3.53% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | +0.03% | +38.30% | |
| 23 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.83% | -1.32% | +57.04% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.08% | +12.57% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.67% | -0.01% | -15.04% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.58% | -0.19% | +6.40% | |
| 27 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.55% | +0.70% | -26.79% | |
| 28 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.55% | -0.05% | +47.20% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.44% | -0.02% | +3.53% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | -0.06% | +9.11% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.05% | +40.46% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.39% | -0.06% | -19.74% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.03% | +12.60% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.34% | -0.04% | -8.48% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.01% | +20.30% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | -0.01% | +3.29% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.27% | +0.02% | -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% | +0.08% | +17.94% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | +0.02% | -1.99% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | +0.03% | +27.42% | |
| 42 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.21% | -0.03% | -57.22% | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.20% | — | +3.08% | |
| 44 | MCO | Moody's CORP | Stock-Financials | 0.20% | -0.01% | +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% | +0.02% | +36.97% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | +0.05% | +8.21% | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.18% | -0.02% | — | |
| 49 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.17% | -0.02% | -17.86% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | +0.01% | +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 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +17.14% | Add |
| 27 | GOOGL | Alphabet Inc-cl A | 0% | +12.60% | Add |
| 28 | GOOG | Alphabet Inc-cl C | 0% | +17.94% | Add |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | +9.11% | Add |
| 30 | IVW | Ishares S&p 500 Growth ETF | 0% | +3.29% | Add |
| 31 | VEA | Vanguard Ftse Developed ETF | 0% | +1.05% | Add |
| 32 | VTWG | Vanguard Russell 2000 Growth | -0.1% | -3.41% | Trim |
| 33 | COP | Conocophillips | -0.1% | EXIT | Sold out |
| 34 | UNH | Unitedhealth Group Inc | -0.1% | EXIT | Sold out |
| 35 | HYD | Vaneck High Yield Muni ETF | -0.1% | -23.70% | Trim |
| 36 | VBR | Vanguard Small-cap Value ETF | -0.1% | -19.74% | Trim |
| 37 | SCHF | Schwab Intl Equity ETF | -0.2% | -0.89% | Trim |
| 38 | OSEA | Harbor Intl Compounders ETF | -0.2% | EXIT | Sold out |
| 39 | DFIV | Dimensional International Va | -0.2% | EXIT | Sold out |
| 40 | JMUB | Jpmorgan Municipal ETF | -0.3% | EXIT | Sold out |
| 41 | BNDX | Vanguard Total Intl Bond ETF | -0.3% | -4.58% | Trim |
| 42 | HYMB | Ss Spdr N Ice Hy Muni ETF | -0.4% | -57.22% | Trim |
| 43 | SCHA | Schwab US Small-cap ETF | -0.6% | -32.36% | Trim |
| 44 | BND | Vanguard Total Bond Market | -0.6% | +6.45% | Add |
| 45 | SFLO | Vs Sm Cap Free Cash Flow ETF | -0.6% | EXIT | Sold out |
| 46 | IEFA | Ishares Core Msci Eafe ETF | -0.8% | -15.44% | Trim |
| 47 | AAPL | Apple Inc | -0.9% | -1.27% | Trim |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | -1% | -7.11% | Trim |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | -1.1% | EXIT | Sold out |
| 50 | SCHX | Schwab US Large-cap ETF | -2.9% | -49.90% | Trim |
According to official SEC Form 13F filings, Riversedge Advisors, LLC reported a total U.S. public equity portfolio value of $759.1M 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 27.8% 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 50 total portfolio adjustments, initiating 7 new buys, adding to 24 positions, trimming 12 holdings, and fully liquidating 7 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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