Riversedge Advisors, LLC — Q4 2025 13F Holdings

Name: Riversedge Advisors, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001787663

Total reported value

$617.7M

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Full holdings list this quarter

Showing top 200 holdings (of 214 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VV	Vanguard Large-cap ETF	ETF-Other	13.51%	-6.37%	+14.04%
2	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	9.12%	-0.62%	+6.67%
3	BND	Vanguard Total Bond Market	ETF-Other	8.07%	-1.46%	+11.12%
4	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	5.92%	-0.68%	-1.53%
5	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	4.73%	-3.39%	+10.79%
6	SCHF	Schwab Intl Equity ETF	ETF-Other	4.32%	+0.05%	+0.06%
7	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	4.32%	-0.98%	-7.68%
8	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	4.30%	-0.10%	-3.35%
9	AAPL	Apple INC	Stock-Tech	4.17%	-0.37%	+2.23%
10	VEA	Vanguard Ftse Developed ETF	ETF-Other	2.77%	+0.06%	-3.74%
11	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	2.76%	-1.41%	+22.27%
12	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	2.65%	—	+0.70%
13	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	2.54%	—	-19.42%
14	VUG	Vanguard Growth ETF	ETF-Other	2.37%	-0.19%	-0.12%
15	VTV	Vanguard Value ETF	ETF-Other	1.73%	+10.18%	+1.59%
16	VIOV	Vanguard S&p Small-cap 600 V	ETF-Other	1.61%	—	-2.29%
17	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	1.50%	-0.46%	+7.51%
18	BTC	Grayscale Bitcoin Mini ETF	ETF-Crypto	1.24%	+0.56%	-13.13%
19	NVDA	Nvidia CORP	Stock-Tech	1.05%	—	+6.72%
20	VTWG	Vanguard Russell 2000 Growth	ETF-Small Cap	0.87%	—	-3.29%
21	MSFT	Microsoft CORP	Stock-Tech	0.86%	-0.27%	-4.80%
22	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.82%	—	-1.54%
23	✓	Grayscale Digital Larg F	Stock-Other	0.75%	-0.75%	EXIT
24	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.66%	-0.05%	+9.39%
25	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.65%	-0.12%	-1.51%
26	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	0.55%	—	-5.12%
27	AMZN	Amazon.com INC	Stock-Consumer Disc	0.49%	+0.07%	+6.64%
28	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.48%	—	+6.77%
29	USHY	Ishares Broad Usd High Yield	ETF-High Yield	0.45%	-0.16%	-5.64%
30	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.38%	—	-0.12%
31	SCHV	Schwab US Large-cap Value	ETF-Other	0.38%	—	+0.49%
32	IBIT	Ishares Bitcoin Trust ETF	ETF-Crypto	0.35%	-0.09%	-18.88%
33	AVGO	Broadcom INC	Stock-Tech	0.32%	—	+5.15%
34	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.31%	—	-7.49%
35	TSLA	Tesla INC	Stock-Consumer Disc	0.27%	—	+3.63%
36	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.26%	—	-0.59%
37	MUB	Ishares National Muni Bond E	ETF-Other	0.26%	—	-6.46%
38	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.25%	—	+10.08%
39	VGT	Vanguard Info Tech ETF	ETF-Tech	0.25%	—	-1.38%
40	META	Meta Platforms Inc-class A	Stock-Comm Services	0.24%	—	-15.20%
41	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.23%	—	+2.13%
42	HYD	Vaneck High Yield Muni ETF	ETF-High Yield	0.20%	-0.20%	EXIT
43	JNJ	Johnson & Johnson	Stock-Healthcare	0.20%	—	+13.56%
44	JPM	Jpmorgan Chase & Co	Stock-Financials	0.20%	—	-8.18%
45	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.19%	—	+0.06%
46	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.18%	—	+0.15%
47	ABBV	Abbvie INC	Stock-Healthcare	0.18%	—	+4.42%
48	MCO	Moody's CORP	Stock-Financials	0.17%	—	+0.49%
49	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.16%	—	-18.69%
50	XLF	Ss Financial Select Sector	ETF-Other	0.15%	—	—

1–50 of 200

Holding changes this quarter

Position changes disclosed by Riversedge Advisors, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VV	Vanguard Large-cap ETF	+1.6%	+14.04%	Add
2	IDEV	Ishares Core Msci Dev Mkts	+0.6%	+6.67%	Add
3	BND	Vanguard Total Bond Market	+0.6%	+11.12%	Add
4	IJR	Ishares Core S&p Small-cap E	+0.5%	+22.27%	Add
5	RSP	Invesco S&p 500 Equal Weight	+0.4%	+10.79%	Add
6	AAPL	Apple INC	+0.2%	+2.23%	Add
7	GOOGL	Alphabet Inc-cl A	+0.2%	+9.39%	Add
8	GOOG	Alphabet Inc-cl C	+0.1%	+6.77%	Add
9	BMY	Bristol-myers Squibb Co	+0.1%	+90.99%	Add
10	LLY	Eli Lilly & Co	+0.1%	+58.47%	Add
11	MU	Micron Technology INC	+0.1%	+13.64%	Add
12	AMZN	Amazon.com INC	0%	+6.64%	Add
13	JNJ	Johnson & Johnson	0%	+13.56%	Add
14	TJX	Tjx Companies INC	0%	+104.20%	Add
15	BNDX	Vanguard Total Intl Bond ETF	0%	+7.51%	Add
16	NVDA	Nvidia CORP	0%	+6.72%	Add
17	SCHF	Schwab Intl Equity ETF	0%	+0.06%	Add
18	VTV	Vanguard Value ETF	0%	+1.59%	Add
19	META	Meta Platforms Inc-class A	-0.1%	-15.20%	Trim
20	MSFT	Microsoft CORP	-0.1%	-4.80%	Trim
21	IBIT	Ishares Bitcoin Trust ETF	-0.2%	-18.88%	Trim
22	VWO	Vanguard Ftse Emerging Marke	-0.5%	-7.68%	Trim
23	IEFA	Ishares Core Msci Eafe ETF	-0.6%	-19.42%	Trim
24	BTC	Grayscale Bitcoin Mini ETF	-0.7%	-13.13%	Trim
25	SCHX	Schwab US Large-cap ETF	—	EXIT	Sold out
26	✓	Grayscale Digital Larg F	—	NEW	New buy
27	SCHA	Schwab US Small-cap ETF	—	EXIT	Sold out
28	ETH	Grayscale Ethereum Staking M	—	EXIT	Sold out
29	SPYM	Ste Str Spdr Pt S&p 500 ETF	—	EXIT	Sold out
30	PG	Procter & Gamble Co/the	—	EXIT	Sold out
31	CNC	Centene CORP	—	NEW	New buy
32	EIX	Edison International	—	NEW	New buy
33	RBLX	Roblox CORP -class A	—	EXIT	Sold out
34	LMT	Lockheed Martin CORP	—	NEW	New buy
35	LIN	Linde plc	—	EXIT	Sold out
36	ZM	Zoom Communications INC	—	NEW	New buy
37	TEAM	Atlassian Corp-cl A	—	NEW	New buy
38	USB	US Bancorp	—	NEW	New buy
39	PNC	Pnc Financial Services Group	—	EXIT	Sold out
40	ACN	Accenture plc	—	NEW	New buy
41	NTRA	Natera INC	—	NEW	New buy
42	REGN	Regeneron Pharmaceuticals	—	NEW	New buy
43	UBER	Uber Technologies INC	—	EXIT	Sold out
44	DAL	Delta Air Lines INC	—	NEW	New buy
45	UL	Unilever PLC	—	EXIT	Sold out
46	AZO	Autozone INC	—	EXIT	Sold out
47	UL	Unilever Plc-sponsored Adr	—	NEW	New buy
48	CMG	Chipotle Mexican Grill INC	—	NEW	New buy
49	PLD	Prologis INC	—	NEW	New buy
50	DHR	Danaher CORP	—	NEW	New buy