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CIK: 0001787663
Total reported value
$813.0M
$813.0M
315 檔
35.4%
According to the latest 13F quarterly dataset, Riversedge Advisors, LLC managed an equity portfolio of $813.0M at the end of Q2 2026, spanning 315 distinct U.S. exchange-listed positions.
In Q2 2026, Riversedge Advisors, LLC displayed an active expansion posture, initiating 111 new positions and adding to 59 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 315 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 11.38% | -0.79% | +5.74% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 7.76% | -0.93% | +5.28% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.68% | +0.42% | +89.31% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 6.66% | -6.56% | -0.36% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 5.49% | -1.09% | +2.28% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.07% | -0.25% | -2.12% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.98% | -0.33% | +0.07% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.65% | -0.22% | -0.62% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.08% | -1.36% | +2.64% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.52% | -0.19% | -1.30% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.33% | -0.24% | +6.15% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 2.13% | +6.20% | +510.77% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.13% | -0.14% | -1.78% | |
| 14 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.57% | +0.26% | +0.87% | |
| 15 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.53% | -0.21% | -1.30% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.35% | -0.12% | +3.01% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.21% | -0.10% | +0.00% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +0.17% | +16.19% | |
| 19 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 1.02% | -0.09% | -5.67% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.00% | -0.09% | -4.50% | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.96% | +0.24% | +415.10% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.88% | -0.08% | +3.12% | |
| 23 | IVLU | Ishares Msci International V | ETF-Other | 0.86% | — | +3.51% | |
| 24 | RAAX | Vaneck Real Assets ETF | ETF-Other | 0.83% | -0.01% | -0.92% | |
| 25 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 0.83% | -0.15% | -2.04% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.72% | -0.05% | -0.19% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | -0.06% | +4.22% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | +0.34% | +29.73% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.03% | +16.99% | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.51% | -0.07% | -1.05% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | -0.04% | +17.69% | |
| 32 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.48% | +0.16% | -61.72% | |
| 33 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.39% | +0.01% | +1.82% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.37% | -0.04% | +0.66% | |
| 35 | MU | Micron Technology Inc | Stock-Tech | 0.36% | -0.01% | +4.17% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.34% | +0.20% | -0.98% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | -0.04% | +9.27% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | -0.05% | +9.79% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.29% | -0.05% | -5.16% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | -0.02% | -11.55% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.25% | — | +699.75% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.25% | -0.04% | -9.94% | |
| 43 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.24% | -0.01% | -1.75% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | +0.01% | +25.60% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.22% | -0.02% | -7.45% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | — | +47.47% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | +0.10% | +21.75% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | — | +3.75% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.19% | -0.07% | +0.49% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.18% | -0.02% | +0.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.9% | +89.31% | Add |
| 2 | IBIT | Ishares Bitcoin Trust ETF | +0.7% | +415.10% | Add |
| 3 | MU | Micron Technology Inc | +0.2% | +4.17% | Add |
| 4 | WDC | Western Digital CORP | +0.1% | +46.43% | Add |
| 5 | NVDA | Nvidia CORP | +0.1% | +16.19% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | +17.69% | Add |
| 7 | LRCX | Lam Research CORP | +0.1% | +11.59% | Add |
| 8 | AMD | Advanced Micro Devices | +0.1% | +39.52% | Add |
| 9 | SNOW | Snowflake Inc | +0.1% | NEW | New buy |
| 10 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 11 | WCN | Waste Connections Inc | +0.1% | NEW | New buy |
| 12 | CRS | Carpenter Technology | +0.1% | NEW | New buy |
| 13 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 14 | GIS | General Mills Inc | +0.1% | NEW | New buy |
| 15 | LLY | Eli Lilly & Co | +0.1% | +40.83% | Add |
| 16 | HD | Home Depot Inc | +0.1% | +122.88% | Add |
| 17 | INTC | Intel CORP | +0.1% | -28.11% | Trim |
| 18 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | NEW | New buy |
| 19 | VIK | Viking Holdings Ltd | +0.1% | NEW | New buy |
| 20 | CNC | Centene CORP | +0.1% | +40.68% | Add |
| 21 | AON | Aon plc | +0.1% | NEW | New buy |
| 22 | PNC | Pnc Financial Services Group | +0.1% | NEW | New buy |
| 23 | ES | Eversource Energy | +0.1% | NEW | New buy |
| 24 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 25 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 26 | EOG | Eog Resources Inc | +0.1% | NEW | New buy |
| 27 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 28 | AMZN | Amazon.com Inc | +0.1% | +16.99% | Add |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | +47.47% | Add |
| 30 | ASML | ASML Holding N.V. | +0.1% | +15.22% | Add |
| 31 | UNH | Unitedhealth Group Inc | +0.1% | +44.18% | Add |
| 32 | TXRH | Texas Roadhouse Inc | +0.1% | NEW | New buy |
| 33 | MOH | Molina Healthcare Inc | +0.1% | NEW | New buy |
| 34 | MAA | Mid-america Apartment Comm | +0.1% | NEW | New buy |
| 35 | TMUS | T-mobile US Inc | +0.1% | NEW | New buy |
| 36 | EVR | Evercore Inc - A | +0.1% | NEW | New buy |
| 37 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 38 | JNJ | Johnson & Johnson | +0.1% | NEW | New buy |
| 39 | SNDK | Sandisk CORP | 0% | -37.20% | Trim |
| 40 | FIX | Comfort Systems USA Inc | 0% | +25.14% | Add |
| 41 | COF | Capital One Financial CORP | 0% | +105.96% | Add |
| 42 | GE | General Electric | 0% | +28.03% | Add |
| 43 | DKNG | Draftkings Inc-cl A | 0% | NEW | New buy |
| 44 | TTWO | Take-two Interactive Softwre | 0% | NEW | New buy |
| 45 | RBRK | Rubrik Inc-a | 0% | NEW | New buy |
| 46 | SPGI | S&p Global Inc | 0% | NEW | New buy |
| 47 | UAL | United Airlines Holdings Inc | 0% | +38.72% | Add |
| 48 | CRWD | Crowdstrike Holdings Inc - A | 0% | NEW | New buy |
| 49 | UBS | UBS Group AG | 0% | NEW | New buy |
| 50 | BCS | Barclays Plc-spons Adr | 0% | NEW | New buy |
According to official SEC Form 13F filings, Riversedge Advisors, LLC reported a total U.S. public equity portfolio value of $813.0M across 315 disclosed positions in Q2 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.
In terms of portfolio concentration, the top 5 core holdings (including VTV, IDEV, AAPL) accounted for 35.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
SNOW
市值: $595.8K
Top Position Liquidated / Trimmed
INTU
前期市值: $255.2K
During Q2 2026, Riversedge Advisors, LLC's top holdings by market value included VTV (11.4%)、IDEV (7.8%)、AAPL (6.7%). The largest single position, VTV, represented 11.4% of total portfolio value.
In Q2 2026, Riversedge Advisors, LLC made 200 total portfolio adjustments, initiating 111 new buys, adding to 59 positions, trimming 18 holdings, and fully liquidating 12 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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