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CIK: 0001787663
Total reported value
$759.1M
$759.1M
216 檔
32.1%
The Q1 2026 SEC filing reveals that Riversedge Advisors, LLC held a total portfolio value of $759.1M, covering 216 public equity positions.
Riversedge Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 39 new positions while fully exiting 37 holdings and trimming 54 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTV, IDEV, VV) accounted for 32.1% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 216 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 11.91% | -0.53% | +571.36% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 8.50% | -0.74% | -7.54% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 7.14% | -0.48% | -44.08% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 6.61% | -1.12% | -17.21% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.24% | -0.17% | -3.19% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.37% | -0.39% | -1.50% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.20% | -0.55% | -1.57% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.80% | +2.88% | -1.87% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.34% | -0.26% | -22.69% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.83% | -0.31% | -0.25% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.67% | -0.34% | +1.90% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.50% | -0.37% | -2.28% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 2.18% | -0.05% | +3.11% | |
| 14 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.93% | -0.36% | — | |
| 15 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 1.80% | -1.32% | +88.24% | |
| 16 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.65% | -0.12% | -1.27% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.35% | — | -52.57% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.34% | -0.13% | -71.52% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.08% | -0.08% | — | |
| 20 | RAAX | Vaneck Real Assets ETF | ETF-Other | 1.05% | -0.22% | — | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.04% | -0.16% | -29.91% | |
| 22 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 1.04% | -0.02% | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.08% | +2.70% | |
| 24 | IVLU | Ishares Msci International V | ETF-Other | 0.96% | -0.10% | — | |
| 25 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 0.82% | +0.01% | -1.84% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.81% | -0.09% | -1.25% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.03% | +0.77% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | +0.03% | -10.59% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.05% | +28.10% | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.53% | -0.19% | +0.50% | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.52% | -0.01% | -4.31% | |
| 32 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.47% | -0.08% | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.08% | -0.61% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.39% | -0.02% | +0.44% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | -0.06% | -4.53% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | +0.03% | +10.73% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.31% | -0.06% | -3.25% | |
| 38 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.29% | -0.05% | -33.59% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | +0.01% | +34.03% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.27% | +0.02% | +4.72% | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.26% | +0.70% | -1.39% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | -0.03% | +1.03% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.23% | -0.01% | -1.82% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.23% | -0.04% | -11.50% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.23% | +0.02% | — | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.04% | +49.72% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | -0.01% | +4.48% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | +0.02% | -11.22% | |
| 49 | FTMH | Fr Muni High Yield ETF | ETF-High Yield | 0.21% | -0.04% | — | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.18% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +10.2% | +571.36% | Add |
| 2 | BTC | Grayscale Bitcoin Mini ETF | +0.6% | +88.24% | Add |
| 3 | COST | Costco Wholesale CORP | +0.1% | +49.72% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.1% | +28.20% | Add |
| 5 | CVX | Chevron CORP | +0.1% | +27.05% | Add |
| 6 | AMZN | Amazon.com Inc | +0.1% | +28.10% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.1% | -0.25% | Trim |
| 8 | SCHF | Schwab Intl Equity ETF | +0.1% | -1.50% | Trim |
| 9 | VIOV | Vanguard S&p Small-cap 600 V | 0% | -1.27% | Trim |
| 10 | JNJ | Johnson & Johnson | 0% | +1.03% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 0% | +4.72% | Add |
| 12 | TPL | Texas Pacific Land CORP | 0% | — | Unchanged |
| 13 | GEV | GE Vernova Inc | 0% | +35.64% | Add |
| 14 | VIOG | Vanguard S&p Sm Cap 600 Grw | 0% | +22.13% | Add |
| 15 | BMY | Bristol-myers Squibb Co | 0% | +8.85% | Add |
| 16 | ASML | ASML Holding N.V. | 0% | +7.82% | Add |
| 17 | DVN | Devon Energy CORP | 0% | +2.45% | Add |
| 18 | FTI | TechnipFMC plc | 0% | +0.49% | Add |
| 19 | LRCX | Lam Research CORP | 0% | +10.79% | Add |
| 20 | WMT | Walmart Inc | 0% | +9.80% | Add |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +1.90% | Add |
| 22 | TSLA | Tesla Inc | 0% | +34.03% | Add |
| 23 | FIX | Comfort Systems USA Inc | 0% | +0.54% | Add |
| 24 | MRK | Merck & Co. Inc. | 0% | +5.04% | Add |
| 25 | PCG | P G & E CORP | 0% | +25.16% | Add |
| 26 | MU | Micron Technology Inc | 0% | +1.23% | Add |
| 27 | VLO | Valero Energy CORP | 0% | +1.59% | Add |
| 28 | WDC | Western Digital CORP | 0% | -0.32% | Trim |
| 29 | HAL | Halliburton Co | 0% | +10.17% | Add |
| 30 | PSX | Phillips 66 | 0% | -2.64% | Trim |
| 31 | SNDK | Sandisk CORP | 0% | -46.66% | Trim |
| 32 | EIX | Edison International | 0% | +3.55% | Add |
| 33 | LMT | Lockheed Martin CORP | 0% | +1.04% | Add |
| 34 | PHM | Pultegroup Inc | 0% | +35.47% | Add |
| 35 | FTNT | Fortinet Inc | 0% | +29.44% | Add |
| 36 | FDX | Fedex CORP | 0% | +2.75% | Add |
| 37 | NFLX | Netflix Inc | 0% | +22.58% | Add |
| 38 | SHEL | Shell Plc-adr | 0% | +2.84% | Add |
| 39 | T | At&t Inc | 0% | +12.05% | Add |
| 40 | UI | Ubiquiti Inc | 0% | +2.47% | Add |
| 41 | COP | Conocophillips | 0% | +2.31% | Add |
| 42 | DAL | Delta Air Lines Inc | 0% | +38.24% | Add |
| 43 | BHP | Bhp Group Ltd-spon Adr | 0% | +15.27% | Add |
| 44 | DHR | Danaher CORP | 0% | +63.09% | Add |
| 45 | SCHV | Schwab US Large-cap Value | 0% | +0.44% | Add |
| 46 | BLK | Blackrock Inc | 0% | +49.55% | Add |
| 47 | V | Visa Inc-class A Shares | 0% | +28.72% | Add |
| 48 | NVS | Novartis Ag-sponsored Adr | 0% | +2.58% | Add |
| 49 | ETN | Eaton Corporation plc | 0% | +7.96% | Add |
| 50 | AME | Ametek Inc | 0% | +13.81% | Add |
According to official SEC Form 13F filings, Riversedge Advisors, LLC reported a total U.S. public equity portfolio value of $759.1M across 216 disclosed positions in Q1 2026.
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.
Top New Position Initiated
JBND
市值: $11.9M
Top Position Liquidated / Trimmed
GRAYSCALE DIGITAL LARGE CAP
前期市值: $4.6M
During Q1 2026, Riversedge Advisors, LLC's top holdings by market value included VTV (11.9%)、IDEV (8.5%)、VV (7.1%). The largest single position, VTV, represented 11.9% of total portfolio value.
In Q1 2026, Riversedge Advisors, LLC made 195 total portfolio adjustments, initiating 39 new buys, adding to 65 positions, trimming 54 holdings, and fully liquidating 37 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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