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CIK: 0001787663
Total reported value
$759.1M
$759.1M
214 檔
33.5%
In Q4 2025, Riversedge Advisors, LLC's U.S. equity holdings reached a combined market value of $759.1M, distributed across 214 disclosed stock positions.
In Q4 2025, Riversedge Advisors, LLC displayed an active expansion posture, initiating 15 new positions and adding to 18 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 13.51% | -0.48% | +14.04% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 9.12% | -0.74% | +6.67% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 8.07% | -1.12% | +11.12% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.92% | -0.17% | -1.53% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.73% | -0.13% | +10.79% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.32% | -0.39% | +0.06% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.32% | -0.26% | -7.68% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.30% | -0.55% | -3.35% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 4.17% | +2.88% | +2.23% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.77% | -0.31% | -3.74% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.76% | — | +22.27% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.65% | -0.34% | +0.70% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.54% | -0.37% | -19.42% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 2.37% | -0.05% | -0.12% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.73% | -0.53% | +1.59% | |
| 16 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.61% | -0.12% | -2.29% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.50% | -0.16% | +7.51% | |
| 18 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 1.24% | -1.32% | -13.13% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +0.08% | +6.72% | |
| 20 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 0.87% | +0.01% | -3.29% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | +0.03% | -4.80% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.82% | -0.09% | -1.54% | |
| 23 | ✓ | Grayscale Digital Large Cap | Stock-Other | 0.75% | — | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.03% | +9.39% | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | -0.19% | -1.51% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.55% | -0.01% | -5.12% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.05% | +6.64% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.08% | +6.77% | |
| 29 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.45% | -0.05% | -5.64% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.06% | -0.12% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.38% | -0.02% | +0.49% | |
| 32 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.35% | +0.70% | -18.88% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | +0.03% | +5.15% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.31% | -0.06% | -7.49% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | +0.01% | +3.63% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.26% | -0.01% | -0.59% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.26% | -0.04% | -6.46% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | +0.02% | +10.08% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.25% | +0.02% | -1.38% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.01% | -15.20% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.23% | +0.02% | +2.13% | |
| 42 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.20% | — | -6.29% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | -0.03% | +13.56% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | +0.05% | -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% | -0.01% | +0.15% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.18% | -0.01% | +4.42% | |
| 48 | MCO | Moody's CORP | Stock-Financials | 0.17% | -0.01% | +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% | -0.02% | — |
| # | 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 Large Cap | — | 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 |
According to official SEC Form 13F filings, Riversedge Advisors, LLC reported a total U.S. public equity portfolio value of $759.1M across 214 disclosed positions in Q4 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 33.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
GRAYSCALE DIGITAL LARGE CAP
市值: $4.6M
Top Position Liquidated / Trimmed
SCHX
前期市值: $11.9M
During Q4 2025, Riversedge Advisors, LLC's top holdings by market value included VV (13.5%)、IDEV (9.1%)、BND (8.1%). The largest single position, VV, represented 13.5% of total portfolio value.
In Q4 2025, Riversedge Advisors, LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 18 positions, trimming 6 holdings, and fully liquidating 11 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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