Riversedge Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), Riversedge Advisors, LLC reported 88 stock positions worth $405.7 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 13.5% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 10.6%) and Victoryshares Core Intermedi (UITB, 7.1%). Compared with Q4 2023, it opened 10 new positions, sold out of 1, added to 49 and reduced 24. The biggest buy was Apple (AAPL, shares +124%) and the biggest sale iShares 1-5Y Inv Grade (IGSB, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- Wilmington, DE
- CIK
- 0001787663
- Portfolio Value
- $405.7M (Q1 2024)
- SEC Filing
- 0001787663-24-000003 ↗ filed Apr 30, 2024
Holdings Value
Holdings 88 stocks · $405.7M
| IEFA iShares Core MSCI Eafe ETF | 13.52% | 739,111 | $54.9M | Add +4.1% |
| SCHX Schwab US Large-Cap ETF | 10.62% | 694,098 | $43.1M | Reduce -1.6% |
| UITB Victoryshares Core Intermedi | 7.15% | 625,349 | $29.0M | Add +30.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.77% | 375,261 | $27.5M | Add +0.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.64% | 537,649 | $26.9M | Add +0.2% |
| SCHF Schwab Intl Equity ETF | 5.49% | 570,692 | $22.3M | Reduce -0.3% |
| RSP Invesco S&P 500 Equal Weight | 4.38% | 104,896 | $17.8M | Reduce -1.4% |
| SCHA Schwab US Small-Cap ETF | 3.97% | 326,886 | $16.1M | Reduce -3.0% |
| VEA Vanguard Ftse Developed ETF | 3.92% | 317,374 | $15.9M | Reduce -2.7% |
| AAPL Apple Inc. | 3.86% | 91,352 | $15.7M | Add +123.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 3.54% | 249,525 | $14.4M | Add +14.4% |
| VWO Vanguard Ftse Emerging Marke | 2.63% | 255,437 | $10.7M | Add +2.8% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 2.61% | 215,543 | $10.6M | Reduce -1.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.07% | 165,973 | $8.4M | Reduce -6.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.88% | 22,131 | $7.6M | Reduce -0.7% |
| VIOV Vanguard S&P Small-Cap 600 V | 1.68% | 77,155 | $6.8M | Reduce -2.7% |
| USHY iShares Broad Usd High Yield | 1.42% | 157,547 | $5.8M | Add +8.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.33% | 33,012 | $5.4M | Add +0.5% |
| VTWG Vanguard Russell 2000 Growth | 1.31% | 26,933 | $5.3M | Add +0.6% |
| SPEM State Street SP PTF Em ETF | 1.08% | 120,693 | $4.4M | Reduce -2.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.03% | 81,762 | $4.2M | Reduce -37.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.92% | 14,238 | $3.7M | Add +11.8% |
| JMUB JPMorgan Municipal ETF | 0.88% | 69,959 | $3.5M | Add +164.5% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.86% | 135,596 | $3.5M | Reduce -1.6% |
| HYD Vaneck High Yield Muni ETF | 0.78% | 60,893 | $3.2M | Add +4.6% |
| MSFT Microsoft Corp. | 0.69% | 6,649 | $2.8M | Add +8.6% |
| MUB iShares National Muni Bond E | 0.61% | 22,880 | $2.5M | Reduce -5.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.57% | 12,007 | $2.3M | Add +9.4% |
| NVDA Nvidia Corp. | 0.52% | 2,356 | $2.1M | Add +4.8% |
| SCHV Schwab US Large-Cap Value | 0.45% | 23,880 | $1.8M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 0.39% | 2,993 | $1.6M | Reduce -0.7% |
| IVW iShares S&P 500 Growth ETF | 0.31% | 15,087 | $1.3M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.30% | 7,943 | $1.2M | Add +3.1% |
| VGT Vanguard Info Tech ETF | 0.28% | 2,164 | $1.1M | Reduce -2.5% |
| LGLV SPDR US LC Low Vol Idx | 0.27% | 7,101 | $1.1M | Reduce -6.5% |
| AMZN Amazon.com Inc. | 0.26% | 5,908 | $1.1M | Add +12.3% |
| IWO iShares Russell 2000 Growth | 0.23% | 3,437 | $931K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 1,880 | $791K | Add +18.8% |
| MCO Moody's Corp. | 0.19% | 1,934 | $760K | Add +1.1% |
| GOOG Alphabet Inc. Class C | 0.18% | 4,848 | $738K | Add +4.5% |
| XLF SS Financial Select Sector | 0.18% | 17,398 | $733K | No change |
| JNJ Johnson & Johnson | 0.17% | 4,471 | $707K | Add +13.4% |
| VICTORY PORTFOLIOS II | 0.16% | 15,266 | $659K | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.16% | 3,479 | $633K | Add +3.1% |
| COST Costco Wholesale Corp. | 0.15% | 845 | $619K | Add +5.5% |
| SHM SS SPDR N Ice St Muni ETF | 0.15% | 13,029 | $618K | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.15% | 1,243 | $604K | Add +13.2% |
| CVX Chevron Corp. | 0.14% | 3,678 | $580K | Add +3.6% |
| MCD McDonald's Corp. | 0.14% | 2,000 | $564K | Add +3.3% |
| CRM Salesforce Inc. | 0.14% | 1,854 | $558K | Reduce -4.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 1,925 | $500K | Add +1.9% |
| LECO Lincoln Electric Holdings | 0.12% | 1,850 | $473K | No change |
| VOO Vanguard S&P 500 ETF | 0.11% | 901 | $433K | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.10% | 2,052 | $411K | Add +3.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.10% | 3,173 | $407K | Add +11.4% |
| SUB iShares Short-Term National | 0.10% | 3,835 | $402K | Reduce -16.6% |
| ABT Abbott Laboratories | 0.10% | 3,448 | $392K | Reduce -24.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 9,741 | $369K | Reduce -15.6% |
| HD Home Depot Inc. | 0.09% | 961 | $369K | Add +11.1% |
| MRK Merck & Co. Inc. | 0.09% | 2,617 | $345K | Add +5.3% |
| DVN Devon Energy Corp. | 0.08% | 6,829 | $343K | Add +3.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 2,467 | $336K | Add +26.4% |
| V Visa Inc. Class A | 0.08% | 1,185 | $331K | Reduce -34.8% |
| ISRG Intuitive Surgical Inc. | 0.08% | 786 | $314K | Add +5.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.08% | 319 | $310K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.08% | 1,285 | $308K | Add +1.3% |
| BMY Bristol-Myers Squibb Co. | 0.07% | 5,388 | $292K | Add +4.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.07% | 11,487 | $290K | Add +1.7% |
| IWF iShares Russell 1000 Growth | 0.07% | 860 | $290K | New |
| ADBE Adobe Inc. | 0.07% | 571 | $288K | Add +4.2% |
| AVGO Broadcom Inc. | 0.07% | 213 | $283K | Add +17.0% |
| KO The Coca-Cola Co. | 0.07% | 4,485 | $274K | Add +7.6% |
| MAR Marriott International Class A | 0.07% | 1,057 | $267K | Add +2.8% |
| ETN Eaton Corp. PLC | 0.07% | 846 | $265K | New |
| GPC Genuine Parts Co. | 0.06% | 1,688 | $262K | No change |
| EFA iShares MSCI Eafe ETF | 0.06% | 3,225 | $258K | No change |
| HYLB Xtrackers Usd High Yield Cor | 0.06% | 6,793 | $243K | Reduce -0.4% |
| QCOM Qualcomm Inc. | 0.06% | 1,332 | $226K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 429 | $225K | Add +0.2% |
| ADP Automatic Data Processing | 0.05% | 876 | $219K | New |
| BLDR Builders Firstsource Inc. | 0.05% | 1,044 | $218K | New |
| HURN Huron Consulting Group Inc. | 0.05% | 2,234 | $216K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.05% | 3,300 | $208K | New |
| TPL Texas Pacific Land Corp. | 0.05% | 356 | $206K | New |
| IEMG iShares Core MSCI Emerging | 0.05% | 3,938 | $203K | New |
| SAN Banco Santander SA-Spon ADR | 0.01% | 12,096 | $59K | Add +19.5% |
| LYG Lloyds Banking Group PLC-ADR | 0.01% | 14,655 | $38K | Add +31.9% |
| BBD Banco Bradesco-ADR | 0.01% | 10,599 | $30K | New |
Portfolio Sells Q4 2023 → Q1 2024
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -37.0% | 1.03% | −0.79 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -6.5% | 2.07% | −0.41 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.0% | 3.97% | −0.39 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.7% | 3.92% | −0.36 |
| SCHF Schwab Intl Equity ETF | Reduce -0.3% | 5.49% | −0.30 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.6% | 10.62% | −0.28 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -1.9% | 2.61% | −0.28 |
| VIOV Vanguard S&P Small-Cap 600 V | Reduce -2.7% | 1.68% | −0.24 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.4% | 4.38% | −0.22 |
| SPEM State Street SP PTF Em ETF | Reduce -2.1% | 1.08% | −0.12 |
| MUB iShares National Muni Bond E | Reduce -5.0% | 0.61% | −0.11 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.10 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -1.6% | 0.86% | −0.10 |
| V Visa Inc. Class A | Reduce -34.8% | 0.08% | −0.05 |
| ABT Abbott Laboratories | Reduce -24.4% | 0.10% | −0.04 |
| SUB iShares Short-Term National | Reduce -16.6% | 0.10% | −0.03 |
| LGLV SPDR US LC Low Vol Idx | Reduce -6.5% | 0.27% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.7% | 1.88% | −0.02 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -0.8% | 0.15% | −0.02 |
| BAC Bank of America Corp. | Reduce -15.6% | 0.09% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -2.5% | 0.28% | −0.01 |
| VICTORY PORTFOLIOS II | Reduce -0.5% | 0.16% | −0.01 |
| HYLB Xtrackers Usd High Yield Cor | Reduce -0.4% | 0.06% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 0.39% | −0.01 |
| CRM Salesforce Inc. | Reduce -4.2% | 0.14% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| AAPL Apple Inc. | Add +123.5% | 3.86% | +1.71 |
| UITB Victoryshares Core Intermedi | Add +30.6% | 7.15% | +0.99 |
| JMUB JPMorgan Municipal ETF | Add +164.5% | 0.88% | +0.51 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +14.4% | 3.54% | +0.23 |
| NVDA Nvidia Corp. | Add +4.8% | 0.52% | +0.22 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.1% | 6.77% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.08% | +0.08 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +11.8% | 0.92% | +0.07 |
| IWF iShares Russell 1000 Growth | New | 0.07% | +0.07 |
| ETN Eaton Corp. PLC | New | 0.07% | +0.07 |
| MSFT Microsoft Corp. | Add +8.6% | 0.69% | +0.06 |
| QCOM Qualcomm Inc. | New | 0.06% | +0.06 |
| ADP Automatic Data Processing | New | 0.05% | +0.05 |
| BLDR Builders Firstsource Inc. | New | 0.05% | +0.05 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.05% | +0.05 |
| TPL Texas Pacific Land Corp. | New | 0.05% | +0.05 |
| IEMG iShares Core MSCI Emerging | New | 0.05% | +0.05 |
| AMZN Amazon.com Inc. | Add +12.3% | 0.26% | +0.04 |
| META Meta Platforms Inc. Class A | Add +13.2% | 0.15% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +18.8% | 0.19% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +26.4% | 0.08% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +9.4% | 0.57% | +0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +11.4% | 0.10% | +0.02 |
| AVGO Broadcom Inc. | Add +17.0% | 0.07% | +0.01 |
| ABBV Abbvie Inc. | Add +3.1% | 0.16% | +0.01 |
| MRK Merck & Co. Inc. | Add +5.3% | 0.09% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +3.5% | 0.10% | +0.01 |
| HD Home Depot Inc. | Add +11.1% | 0.09% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +5.5% | 0.08% | +0.01 |
| COST Costco Wholesale Corp. | Add +5.5% | 0.15% | +0.01 |
| BBD Banco Bradesco-ADR | New | 0.01% | +0.01 |
| JNJ Johnson & Johnson | Add +13.4% | 0.17% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +0.3% | 0.31% | +0.00 |
| SAN Banco Santander SA-Spon ADR | Add +19.5% | 0.01% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +4.5% | 0.18% | +0.00 |
| DVN Devon Energy Corp. | Add +3.0% | 0.08% | +0.00 |
| MAR Marriott International Class A | Add +2.8% | 0.07% | +0.00 |
| LYG Lloyds Banking Group PLC-ADR | Add +31.9% | 0.01% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +3.1% | 0.30% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.9% | 0.12% | +0.00 |
| KO The Coca-Cola Co. | Add +7.6% | 0.07% | +0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +1.3% | 0.08% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.06% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Add +4.0% | 0.07% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.11% | −0.00 |
| CVX Chevron Corp. | Add +3.6% | 0.14% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +1.7% | 0.07% | −0.01 |
| IWO iShares Russell 2000 Growth | Add +0.1% | 0.23% | −0.01 |
| SCHV Schwab US Large-Cap Value | Add +0.5% | 0.45% | −0.01 |
| MCO Moody's Corp. | Add +1.1% | 0.19% | −0.02 |
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 |