Riversedge Advisors, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $597 Million distributed in 214 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $81.9M, Ishares Core Msci Intl Develop with a value of $55.2M, Vanguard Bd Index Fd Inc Total with a value of $49.7M, Spdr Portfolio with a value of $35.8M, and Invesco S&P 500 Equal Weight E with a value of $28.5M.

Examining the 13F form we can see an increase of $19M in the current position value, from $578M to 597M.

Below you can find more details about Riversedge Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $597 Million
ETFs: $485 Million
Technology: $53.9 Million
Financial Services: $13.9 Million
Consumer Cyclical: $10.7 Million
Healthcare: $9.18 Million
Communication Services: $8.96 Million
Industrials: $5.93 Million
Energy: $4.41 Million
Other: $4.95 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 214
  • Current Value $597 Million
  • Prior Value $578 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 41 stocks
  • Additional Purchases 109 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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