Riversedge Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), Riversedge Advisors, LLC reported 315 stock positions worth $752.9 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 11.5% of the portfolio, followed by iShares Core MSCI Dev MKTS (IDEV, 7.8%) and Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 6.7%). Compared with Q1 2026, it opened 110 new positions, sold out of 12, added to 145 and reduced 53. The biggest buy was Apple (AAPL, shares +66%) and the biggest sale Grayscale Bitcoin Mini ETF (BTC, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- Wilmington, DE
- CIK
- 0001787663
- Portfolio Value
- $752.9M (Q2 2026)
- SEC Filing
- 0002085853-26-000751 ↗ filed Jul 16, 2026
Holdings Value
Holdings 315 stocks · $752.9M
| VTV Vanguard Mrngstr Val ETF-Aui | 11.48% | 396,548 | $86.4M | Add +5.7% |
| IDEV iShares Core MSCI Dev MKTS | 7.82% | 661,655 | $58.9M | Add +5.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 6.72% | 147,058 | $50.6M | Reduce -0.4% |
| AAPL Apple Inc. | 5.91% | 153,766 | $44.5M | Add +66.2% |
| BND Vanguard Total Bond Market | 5.53% | 567,270 | $41.6M | Add +2.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.11% | 323,310 | $38.5M | Reduce -2.1% |
| SCHF Schwab Intl Equity ETF | 4.01% | 1,090,363 | $30.2M | Add +0.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.68% | 455,543 | $27.7M | Reduce -0.6% |
| VWO Vanguard Ftse Emerging Marke | 3.11% | 391,831 | $23.4M | Add +2.6% |
| VEA Vanguard Ftse Developed ETF | 2.54% | 268,893 | $19.2M | Reduce -1.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.35% | 350,427 | $17.7M | Add +6.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.15% | 188,068 | $16.2M | Add +1.8% |
| IEFA iShares Core MSCI Eafe ETF | 2.15% | 167,699 | $16.2M | Reduce -1.8% |
| JBND JPMorgan Active Bond ETF | 1.59% | 223,369 | $12.0M | Add +0.9% |
| VIOV Vanguard S&P Small-Cap 600 V | 1.54% | 98,928 | $11.6M | Reduce -1.3% |
| IJR iShares Core S&P Small-Cap E | 1.36% | 69,094 | $10.2M | Add +3.0% |
| RSP Invesco S&P 500 Equal Weight | 1.22% | 43,283 | $9.2M | Add +0.0% |
| NVDA Nvidia Corp. | 1.10% | 41,423 | $8.3M | Add +16.2% |
| FESM Fidelity Enhanced Small Cap | 1.02% | 159,597 | $7.7M | Reduce -5.7% |
| AVEM Avantis Emerging Markets Eq | 1.01% | 79,048 | $7.6M | Reduce -4.5% |
| IBIT iShares Bitcoin Trust ETF | 0.96% | 218,175 | $7.3M | Add +415.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.89% | 138,239 | $6.7M | Add +3.1% |
| IVLU iShares MSCI International V | 0.86% | 155,273 | $6.5M | Add +3.5% |
| RAAX Vaneck Real Assets ETF | 0.83% | 158,232 | $6.3M | Reduce -0.9% |
| VTWG Vanguard Russell 2000 Growth | 0.83% | 21,783 | $6.3M | Reduce -2.0% |
| SPEM State Street SP PTF Em ETF | 0.73% | 106,044 | $5.5M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.65% | 13,609 | $4.9M | Add +4.2% |
| MSFT Microsoft Corp. | 0.63% | 12,697 | $4.7M | Add +29.7% |
| AMZN Amazon.com Inc. | 0.62% | 19,545 | $4.7M | Add +17.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.51% | 10,585 | $3.9M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 0.51% | 10,917 | $3.9M | Add +17.7% |
| BTC Grayscale Bitcoin Mini ETF | 0.49% | 141,650 | $3.7M | Reduce -61.7% |
| JPIB JPMorgan Intl BND ETF | 0.39% | 61,246 | $3.0M | Add +1.8% |
| SCHV Schwab US Large-Cap Value | 0.37% | 80,108 | $2.8M | Add +0.7% |
| MU Micron Technology Inc. | 0.37% | 2,399 | $2.8M | Add +4.2% |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 22,301 | $2.6M | Reduce -1.0% |
| AVGO Broadcom Inc. | 0.34% | 6,847 | $2.6M | Add +9.3% |
| TSLA Tesla Inc. | 0.30% | 5,336 | $2.2M | Add +9.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 4,611 | $2.2M | Reduce -5.2% |
| IVV iShares Core S&P 500 ETF | 0.29% | 2,911 | $2.2M | Reduce -11.6% |
| VGT Vanguard Info Tech ETF | 0.25% | 16,003 | $1.9M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.25% | 7,836 | $1.9M | Reduce -9.9% |
| USHY iShares Broad Usd High Yield | 0.24% | 48,315 | $1.8M | Reduce -1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 3,469 | $1.7M | Add +25.6% |
| IVW iShares S&P 500 Growth ETF | 0.22% | 11,871 | $1.6M | Reduce -7.5% |
| JPM JPMorgan Chase & Co. | 0.21% | 4,921 | $1.6M | Add +47.5% |
| META Meta Platforms Inc. Class A | 0.21% | 2,838 | $1.6M | Add +21.8% |
| JNJ Johnson & Johnson | 0.21% | 6,231 | $1.6M | Add +3.8% |
| MUB iShares National Muni Bond E | 0.19% | 13,253 | $1.4M | Add +0.5% |
| IWO iShares Russell 2000 Growth | 0.19% | 3,558 | $1.4M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.18% | 1,159 | $1.4M | Add +40.8% |
| COST Costco Wholesale Corp. | 0.18% | 1,474 | $1.4M | Add +8.5% |
| LRCX Lam Research Corp. | 0.18% | 3,071 | $1.3M | Add +11.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.17% | 651 | $1.3M | Add +15.2% |
| FTMH FR Muni High Yield ETF | 0.17% | 106,735 | $1.3M | Reduce -6.5% |
| MCO Moody's Corp. | 0.17% | 2,760 | $1.3M | Add +16.6% |
| CVX Chevron Corp. | 0.16% | 7,445 | $1.2M | Add +39.5% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.16% | 7,958 | $1.2M | Add +2.0% |
| ABBV Abbvie Inc. | 0.16% | 4,666 | $1.2M | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 3,167 | $1.2M | Add +0.1% |
| WDC Western Digital Corp. | 0.15% | 1,807 | $1.2M | Add +46.4% |
| BMY Bristol-Myers Squibb Co. | 0.15% | 19,575 | $1.1M | Add +15.2% |
| FLHY Franklin High Yield Corporat | 0.15% | 46,150 | $1.1M | Add +4.1% |
| INTC Intel Corp. | 0.13% | 7,149 | $998K | Reduce -28.1% |
| HD Home Depot Inc. | 0.13% | 2,815 | $993K | Add +122.9% |
| V Visa Inc. Class A | 0.13% | 2,872 | $985K | Add +31.9% |
| XOM Exxon Mobil Corp. | 0.12% | 6,833 | $934K | Add +6.5% |
| VOO Vanguard S&P 500 ETF | 0.12% | 1,358 | $933K | Add +5.4% |
| XLF SS Financial Select Sector | 0.12% | 17,398 | $933K | No change |
| FIX Comfort Systems USA Inc. | 0.12% | 463 | $918K | Add +25.1% |
| C Citigroup Inc. | 0.12% | 6,332 | $886K | Add +9.5% |
| MRK Merck & Co. Inc. | 0.12% | 6,880 | $884K | Add +5.4% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 2,357 | $881K | Add +28.0% |
| VXUS Vanguard Total Intl Stock | 0.11% | 9,820 | $840K | Add +0.0% |
| AMD Advanced Micro Devices | 0.11% | 1,444 | $839K | Add +39.5% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.11% | 32,598 | $829K | Reduce -4.3% |
| CB Chubb Ltd. | 0.11% | 2,360 | $804K | Add +41.3% |
| SNDK Sandisk Corp. | 0.10% | 341 | $775K | Reduce -37.2% |
| PCG P G & E Corp. | 0.10% | 44,769 | $753K | Add +61.7% |
| CNC Centene Corp. | 0.10% | 11,696 | $751K | Add +40.7% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.10% | 7,868 | $748K | Add +8.9% |
| WMT Walmart Inc. | 0.10% | 6,455 | $731K | Reduce -6.4% |
| UNH Unitedhealth Group Inc. | 0.10% | 1,746 | $726K | Add +44.2% |
| COF Capital One Financial Corp. | 0.09% | 3,561 | $714K | Add +106.0% |
| BAC Bank of America Corp. | 0.09% | 12,527 | $714K | Add +22.5% |
| GEV GE Vernova Inc. | 0.09% | 592 | $696K | Add +16.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 4,502 | $682K | Add +35.7% |
| LGLV SPDR US LC Low Vol Idx | 0.09% | 3,749 | $680K | Reduce -3.5% |
| ABNB Airbnb Inc. Class A | 0.09% | 4,716 | $675K | Add +54.7% |
| TRV The Travelers Cos Inc. | 0.09% | 1,974 | $652K | Add +27.8% |
| UAL United Airlines Holdings Inc. | 0.09% | 4,758 | $647K | Add +38.7% |
| MCD McDonald's Corp. | 0.08% | 2,328 | $629K | Add +1.7% |
| EIX Edison International | 0.08% | 8,431 | $628K | Add +24.2% |
| DAL Delta Air Lines Inc. | 0.08% | 6,603 | $618K | Add +17.3% |
| APH Amphenol Corp. Class A | 0.08% | 3,489 | $615K | Add +12.5% |
| NVS Novartis AG-Sponsored ADR | 0.08% | 3,883 | $609K | Add +12.3% |
| RY Royal Bank of Canada | 0.08% | 2,908 | $602K | Add +9.4% |
| EXPE Expedia Group Inc. | 0.08% | 2,334 | $597K | Reduce -5.9% |
| PSX Phillips 66 | 0.08% | 3,526 | $596K | Add +59.2% |
| SNOW Snowflake Inc. | 0.08% | 2,341 | $596K | New |
Options reported separately and not counted above: AAPL puts ($6.2M).
Portfolio Sells Q1 2026 → Q2 2026
| BTC Grayscale Bitcoin Mini ETF | Reduce -61.7% | 0.49% | −1.31 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.6% | 3.68% | −0.52 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.4% | 6.72% | −0.42 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.8% | 2.15% | −0.35 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.3% | 2.54% | −0.28 |
| RAAX Vaneck Real Assets ETF | Reduce -0.9% | 0.83% | −0.22 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.0% | 0.35% | −0.19 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.1% | 5.11% | −0.13 |
| VIOV Vanguard S&P Small-Cap 600 V | Reduce -1.3% | 1.54% | −0.11 |
| SPEM State Street SP PTF Em ETF | Reduce -0.2% | 0.73% | −0.08 |
| AVEM Avantis Emerging Markets Eq | Reduce -4.5% | 1.01% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -11.6% | 0.29% | −0.06 |
| USHY iShares Broad Usd High Yield | Reduce -1.8% | 0.24% | −0.06 |
| NFLX Netflix Inc. | Reduce -38.5% | 0.03% | −0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -9.9% | 0.25% | −0.05 |
| FTMH FR Muni High Yield ETF | Reduce -6.5% | 0.17% | −0.04 |
| WMT Walmart Inc. | Reduce -6.4% | 0.10% | −0.04 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.04 |
| BABA Alibaba Group Holding-SP ADR | Reduce -13.7% | 0.05% | −0.04 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.04 |
| HCA HCA Healthcare Inc. | Reduce -32.0% | 0.03% | −0.04 |
| OMC Omnicom Group | Sold out | 0.00% | −0.04 |
| T AT&T Inc. | Reduce -22.7% | 0.03% | −0.04 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.04 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.04 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.03 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.03 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.03 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.03 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.03 |
| AZN Astrazeneca PLC | Reduce -17.5% | 0.06% | −0.03 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -4.3% | 0.11% | −0.03 |
| UI Ubiquiti Inc. | Reduce -9.4% | 0.03% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -32.9% | 0.04% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -3.8% | 0.05% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -19.2% | 0.04% | −0.02 |
| LGLV SPDR US LC Low Vol Idx | Reduce -3.5% | 0.09% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -0.8% | 0.05% | −0.02 |
| DHR Danaher Corp. | Reduce -24.0% | 0.03% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -7.5% | 0.22% | −0.02 |
| HIG Hartford Insurance Group Inc. | Reduce -12.6% | 0.04% | −0.02 |
| FESM Fidelity Enhanced Small Cap | Reduce -5.7% | 1.02% | −0.02 |
| GD General Dynamics Corp. | Reduce -13.1% | 0.05% | −0.02 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -5.4% | 0.06% | −0.02 |
| FOXA Fox Corp. Class A | Reduce -12.7% | 0.03% | −0.02 |
| ADT Adt Inc. | Sold out | 0.00% | −0.02 |
| EXPE Expedia Group Inc. | Reduce -5.9% | 0.08% | −0.01 |
| LECO Lincoln Electric Holdings | Reduce -1.0% | 0.07% | −0.01 |
| CEG Constellation Energy | Reduce -1.8% | 0.03% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| AAPL Apple Inc. | Add +66.2% | 5.91% | +2.11 |
| IBIT iShares Bitcoin Trust ETF | Add +415.1% | 0.96% | +0.70 |
| MU Micron Technology Inc. | Add +4.2% | 0.37% | +0.24 |
| WDC Western Digital Corp. | Add +46.4% | 0.15% | +0.10 |
| NVDA Nvidia Corp. | Add +16.2% | 1.10% | +0.09 |
| LRCX Lam Research Corp. | Add +11.6% | 0.18% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +17.7% | 0.51% | +0.08 |
| SNOW Snowflake Inc. | New | 0.08% | +0.08 |
| STX Seagate Technology Holdings | New | 0.08% | +0.08 |
| AMD Advanced Micro Devices | Add +39.5% | 0.11% | +0.08 |
| WCN Waste Connections Inc. | New | 0.07% | +0.07 |
| CRS Carpenter Technology | New | 0.07% | +0.07 |
| AMAT Applied Materials Inc. | New | 0.07% | +0.07 |
| GIS General Mills Inc. | New | 0.07% | +0.07 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.07% | +0.07 |
| VIK Viking Holdings Ltd. | New | 0.06% | +0.06 |
| HD Home Depot Inc. | Add +122.9% | 0.13% | +0.06 |
| LLY Eli Lilly & Co. | Add +40.8% | 0.18% | +0.06 |
| PNC PNC Financial Services Group | New | 0.06% | +0.06 |
| AON Aon PLC Class A | New | 0.06% | +0.06 |
| ES Eversource Energy | New | 0.06% | +0.06 |
| WFC Wells Fargo & Co. | New | 0.06% | +0.06 |
| PANW Palo Alto Networks Inc. | New | 0.06% | +0.06 |
| EOG EOG Resources Inc. | New | 0.06% | +0.06 |
| CNC Centene Corp. | Add +40.7% | 0.10% | +0.06 |
| AMZN Amazon.com Inc. | Add +17.0% | 0.62% | +0.06 |
| BA The Boeing Co. | New | 0.06% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +47.5% | 0.21% | +0.06 |
| TXRH Texas Roadhouse Inc. | New | 0.05% | +0.05 |
| MOH Molina Healthcare Inc. | New | 0.05% | +0.05 |
| ASML ASML Holding NV-NY Reg SHS | Add +15.2% | 0.17% | +0.05 |
| MAA Mid-America Apartment Comm | New | 0.05% | +0.05 |
| TMUS T-Mobile US Inc. | New | 0.05% | +0.05 |
| EVR Evercore Inc. Class A | New | 0.05% | +0.05 |
| MS Morgan Stanley | New | 0.05% | +0.05 |
| JCI Johnson Controls Internation | New | 0.05% | +0.05 |
| DKNG Draftkings Inc. Class A | New | 0.05% | +0.05 |
| TTWO Take-Two Interactive Softwre | New | 0.05% | +0.05 |
| RBRK Rubrik Inc. Class A | New | 0.04% | +0.04 |
| SPGI S&P Global Inc. | New | 0.04% | +0.04 |
| COF Capital One Financial Corp. | Add +106.0% | 0.09% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.04% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +44.2% | 0.10% | +0.04 |
| UBS UBS Group AG-Reg | New | 0.04% | +0.04 |
| BCS Barclays PLC-Spons ADR | New | 0.04% | +0.04 |
| NNN NNN REIT Inc. | New | 0.04% | +0.04 |
| ADP Automatic Data Processing | New | 0.04% | +0.04 |
| MSFT Microsoft Corp. | Add +29.7% | 0.63% | +0.04 |
| BSX Boston Scientific Corp. | New | 0.04% | +0.04 |
| WAL Western Alliance Bancorp | New | 0.04% | +0.04 |
Options Activity Q1 2026 → Q2 2026
| AAPL Apple Inc. | put | New | 21,400 | $6.2M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 315 | $752.9M | VTV, IDEV, VV, AAPL, BND |
| Q1 2026 | 216 | $617.7M | VTV, IDEV, VV, BND, SPYG |
| Q4 2025 | 214 | $615.0M | VV, IDEV, BND, SPYG, RSP |
| Q3 2025 | 198 | $596.7M | VV, IDEV, BND, SPYG, VWO |
| Q2 2025 | 126 | $511.3M | VV, IDEV, BND, SPYG, SPYV |
| Q1 2025 | 118 | $448.4M | BND, IDEV, SPYG, VV, SPYV |
| Q4 2024 | 99 | $442.3M | SCHX, UITB, SPYG, SPYV, AAPL |
| Q3 2024 | 100 | $440.9M | SCHX, UITB, SPYG, SPYV, IEFA |
| Q2 2024 | 92 | $410.1M | SCHX, SPYG, IEFA, SPYV, UITB |
| Q1 2024 | 88 | $405.7M | IEFA, SCHX, UITB, SPYG, SPYV |