Riversedge Advisors, LLC Portfolio Holdings

Riversedge Advisors, LLC

  • $597 Million
  • Q4 2025

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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$81.9 Million 13.72% of portfolio
263,959
Q4 2025 Added 14.04%
$0
$55.2 Million 9.25% of portfolio
679,736
Q4 2025 Added 6.67%
$0
$49.7 Million 8.32% of portfolio
669,857
Q4 2025 Added 11.12%
$0
$35.8 Million 5.99% of portfolio
341,218
Q4 2025 Reduced 1.53%
$0
$28.5 Million 4.77% of portfolio
151,988
Q4 2025 Added 10.79%
$0
$27.1 Million 4.53% of portfolio
493,816
Q4 2025 Reduced 7.68%
$0
$26.5 Million 4.43% of portfolio
1,106,210
Q4 2025 Added 0.06%
$0
$26.2 Million 4.38% of portfolio
465,712
Q4 2025 Reduced 3.35%
$0
$16.7 Million 2.8% of portfolio
273,119
Q4 2025 Reduced 3.74%
$0
$16.5 Million 2.77% of portfolio
141,414
Q4 2025 Added 22.27%
$0
$16.3 Million 2.73% of portfolio
323,987
Q4 2025 Added 0.7%
$0
$15.5 Million 2.6% of portfolio
174,716
Q4 2025 Reduced 19.42%
$0
$14.4 Million 2.42% of portfolio
29,862
Q4 2025 Reduced 0.12%
$0
$10.5 Million 1.75% of portfolio
55,862
Q4 2025 Added 1.59%
$0
$9.62 Million 1.61% of portfolio
101,526
Q4 2025 Reduced 2.29%
$0
$9.46 Million 1.58% of portfolio
191,282
Q4 2025 Added 7.51%
$0
$5.11 Million 0.85% of portfolio
107,591
Q4 2025 Reduced 1.54%
$0
$3.26 Million 0.55% of portfolio
11,179
Q4 2025 Reduced 5.12%
$0
$2.76 Million 0.46% of portfolio
74,048
Q4 2025 Reduced 5.64%
$0
$2.33 Million 0.39% of portfolio
3,447
Q4 2025 Reduced 0.12%
$0
$2.3 Million 0.38% of portfolio
79,239
Q4 2025 Added 0.49%
$0
$1.85 Million 0.31% of portfolio
8,993
Q4 2025 Reduced 7.49%
$0
$1.59 Million 0.27% of portfolio
14,902
Q4 2025 Reduced 6.46%
$0
$1.58 Million 0.26% of portfolio
13,065
Q4 2025 Reduced 0.59%
$0
$1.51 Million 0.25% of portfolio
2,001
Q4 2025 Reduced 1.38%
$0
$1.25 Million 0.21% of portfolio
24,657
Q4 2025 Reduced 6.29%
$0
$1.11 Million 0.19% of portfolio
3,557
Q4 2025 Added 0.06%
$0
$1.09 Million 0.18% of portfolio
3,303
Q4 2025 Added 0.15%
$0
$953,000 0.16% of portfolio
38,064
Q4 2025 Reduced 2.44%
$0
$959,000 0.16% of portfolio
1,553
Q4 2025 Reduced 18.69%
$0
$912,000 0.15% of portfolio
17,398
Q3 2023 Added 0.46%
$0
$753,000 0.13% of portfolio
6,389
Q4 2025 Reduced 3.2%
$0
$735,000 0.12% of portfolio
9,816
Q3 2025 New
$0
$685,000 0.11% of portfolio
3,924
Q4 2025 Reduced 3.87%
$0
$580,000 0.1% of portfolio
11,034
Q4 2025 Reduced 3.24%
$0
$466,000 0.08% of portfolio
9,731
Q4 2025 Reduced 0.52%
$0
$394,000 0.07% of portfolio
3,703
Q4 2025 Reduced 17.56%
$0
$330,000 0.06% of portfolio
701
Q4 2025 Reduced 12.81%
$0
$272,000 0.05% of portfolio
1,498
Q4 2025 Added 0.27%
$0
$289,000 0.05% of portfolio
435
Q4 2025 Added 0.23%
$0
$307,000 0.05% of portfolio
9,091
Q4 2025 Reduced 3.52%
$0
$274,000 0.05% of portfolio
5,109
Q4 2025 Added 0.04%
$0
$307,000 0.05% of portfolio
3,225
Q2 2025 Reduced 5.29%
$0
$243,000 0.04% of portfolio
2,500
Q3 2025 New
$0
$249,000 0.04% of portfolio
3,810
Q3 2025 New
$2.1B
$200,000 0.03% of portfolio
1,139
Q4 2025 New
$0
$200,000 0.03% of portfolio
699
Q4 2025 Reduced 38.79%
$0
$201,000 0.03% of portfolio
6,236
Q4 2025 New
$0
$209,000 0.03% of portfolio
1,431
Q3 2025 New

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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