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CIK: 0001787663
Total reported value
$813.0M
$813.0M
214 檔
31.3%
In Q4 2025, Riversedge Advisors, LLC's U.S. equity holdings reached a combined market value of $813.0M, distributed across 214 disclosed stock positions.
In Q4 2025, Riversedge Advisors, LLC displayed an active expansion posture, initiating 41 new positions and adding to 88 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% | -6.56% | +14.04% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 9.12% | -0.93% | +6.67% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 8.07% | -1.09% | +11.12% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.92% | -0.25% | -1.53% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.73% | -0.10% | +10.79% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.32% | -0.33% | +0.06% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.32% | -1.36% | -7.68% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.30% | -0.22% | -3.35% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 4.17% | +0.42% | +2.23% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.77% | -0.19% | -3.74% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.76% | -0.12% | +22.27% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.65% | -0.24% | +0.70% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.54% | -0.14% | -19.42% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 2.37% | +6.20% | -0.12% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.73% | -0.79% | +1.59% | |
| 16 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.61% | -0.21% | -2.29% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.50% | -0.08% | +7.51% | |
| 18 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 1.24% | +0.16% | -13.13% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +0.17% | +6.72% | |
| 20 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 0.87% | -0.15% | -3.29% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | +0.34% | -4.80% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.82% | -0.05% | -1.54% | |
| 23 | ✓ | Grayscale Digital Large Cap | Stock-Other | 0.75% | — | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | -0.06% | +9.39% | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | +0.20% | -1.51% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.55% | -0.07% | -5.12% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.03% | +6.64% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | -0.04% | +6.77% | |
| 29 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.45% | -0.01% | -5.64% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.02% | -0.12% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.38% | -0.04% | +0.49% | |
| 32 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.35% | +0.24% | -18.88% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | -0.04% | +5.15% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.31% | -0.04% | -7.49% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | -0.05% | +3.63% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.26% | -0.02% | -0.59% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.26% | -0.07% | -6.46% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | +0.01% | +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% | +0.10% | -15.20% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.23% | -0.05% | +2.13% | |
| 42 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.20% | — | -6.29% | |
| 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% | -0.02% | +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% | -0.01% | — |
| # | 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 | CB | Chubb Limited | 0% | +65.61% | Add |
| 16 | BNDX | Vanguard Total Intl Bond ETF | 0% | +7.51% | Add |
| 17 | NVDA | Nvidia CORP | 0% | +6.72% | Add |
| 18 | EXPE | Expedia Group Inc | 0% | +8.88% | Add |
| 19 | COF | Capital One Financial CORP | 0% | +19.61% | Add |
| 20 | PEP | Pepsico Inc | 0% | +52.02% | Add |
| 21 | BKNG | Booking Holdings Inc | 0% | +70.45% | Add |
| 22 | MRK | Merck & Co. Inc. | 0% | +6.39% | Add |
| 23 | FDX | Fedex CORP | 0% | +30.12% | Add |
| 24 | NOW | Servicenow Inc | 0% | +858.70% | Add |
| 25 | AVGO | Broadcom Inc | 0% | +5.15% | Add |
| 26 | WMT | Walmart Inc | 0% | +22.43% | Add |
| 27 | C | Citigroup Inc | 0% | +13.77% | Add |
| 28 | ASML | ASML Holding N.V. | 0% | +23.88% | Add |
| 29 | HCA | Hca Healthcare Inc | 0% | +38.54% | Add |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 0% | +2.13% | Add |
| 31 | NEM | Newmont CORP | 0% | +33.33% | Add |
| 32 | LRCX | Lam Research CORP | 0% | +14.89% | Add |
| 33 | FIX | Comfort Systems USA Inc | 0% | +40.46% | Add |
| 34 | AZNN | Astrazeneca Plc-spons Adr | 0% | +11.60% | Add |
| 35 | XOM | Exxon Mobil CORP | 0% | +17.01% | Add |
| 36 | GE | General Electric | 0% | +24.78% | Add |
| 37 | UAL | United Airlines Holdings Inc | 0% | +22.09% | Add |
| 38 | MLI | Mueller Industries Inc | 0% | +17.40% | Add |
| 39 | PCG | P G & E CORP | 0% | +31.12% | Add |
| 40 | SCHF | Schwab Intl Equity ETF | 0% | +0.06% | Add |
| 41 | VTV | Vanguard Value ETF | 0% | +1.59% | Add |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +10.08% | Add |
| 43 | ISRG | Intuitive Surgical Inc | 0% | +1.92% | Add |
| 44 | DHI | Dr Horton Inc | 0% | +75.17% | Add |
| 45 | NTRS | Northern Trust CORP | 0% | +41.30% | Add |
| 46 | MEDP | Medpace Holdings Inc | 0% | +30.99% | Add |
| 47 | ABNB | Airbnb Inc-class A | 0% | +22.56% | Add |
| 48 | FOXA | Fox CORP - Class A | 0% | +16.62% | Add |
| 49 | RY | Royal Bank Of Canada | 0% | +6.29% | Add |
| 50 | PSX | Phillips 66 | 0% | +46.49% | Add |
According to official SEC Form 13F filings, Riversedge Advisors, LLC reported a total U.S. public equity portfolio value of $813.0M 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 31.3% 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 198 total portfolio adjustments, initiating 41 new buys, adding to 88 positions, trimming 44 holdings, and fully liquidating 25 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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