Riversedge Advisors, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 16, 2024), Riversedge Advisors, LLC reported 100 stock positions worth $440.9 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 9.4% of the portfolio, followed by Victoryshares Core Intermedi (UITB, 7.2%) and SS SPDR P S&P 500 Growth ETF (SPYG, 6.9%). Compared with Q2 2024, it opened 11 new positions, sold out of 3, added to 54 and reduced 28. The biggest buy was a new position in VS SM Cap Free Cash Flow ETF (SFLO) and the biggest sale an exit from PCR US SM CP CSH CWS ETF-Usd (CALF).

Most Recent 13F
Q2 2026
Location
Wilmington, DE
CIK
0001787663
Portfolio Value
$440.9M (Q3 2024)
SEC Filing
0001787663-24-000005 ↗ filed Oct 16, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $405.7M Q1 2024 Q2 2024: $410.1M Q2 2024 Q3 2024: $440.9M $440.9M Q3 2024 Q4 2024: $442.3M Q4 2024 Q1 2025: $448.4M Q1 2025 Q2 2025: $511.3M Q2 2025 Q3 2025: $596.7M Q3 2025 Q4 2025: $615.0M Q4 2025 Q1 2026: $617.7M Q1 2026 Q2 2026: $752.9M Q2 2026

Holdings 100 stocks · $440.9M
SCHX Schwab US Large-Cap ETF 9.43% 612,981 $41.6M Reduce -3.1%
UITB Victoryshares Core Intermedi 7.23% 665,386 $31.9M Add +22.5%
SPYG SS SPDR P S&P 500 Growth ETF 6.92% 367,674 $30.5M Reduce -0.4%
SPYV SS SPDR P S&P 500 Value ETF 6.48% 540,478 $28.6M Add +1.1%
IEFA iShares Core MSCI Eafe ETF 5.68% 320,860 $25.0M Reduce -13.6%
SCHF Schwab Intl Equity ETF 5.20% 557,347 $22.9M Reduce -1.2%
RSP Invesco S&P 500 Equal Weight 5.10% 125,426 $22.5M Add +6.7%
AAPL Apple Inc. 4.88% 92,255 $21.5M Add +0.4%
DFIV Dimensional International Va 4.45% 515,301 $19.6M Add +19.2%
OSEA Harbor Intl Compounders ETF 4.14% 630,672 $18.2M Add +20.7%
SCHA Schwab US Small-Cap ETF 3.80% 325,384 $16.8M Add +1.7%
EMXC iShares MSCI Emr MRK Ex Chna 3.62% 261,310 $16.0M Add +1.5%
VEA Vanguard Ftse Developed ETF 3.38% 282,466 $14.9M Reduce -0.1%
VWO Vanguard Ftse Emerging Marke 3.09% 285,134 $13.6M Add +1.6%
SFLO VS SM Cap Free Cash Flow ETF filed as VICTORY PORTFOLIOS II 2.41% 396,721 $10.6M New
VUG Vanguard Mrngstar GR ETF-Sui 1.92% 22,104 $8.5M Add +0.1%
VTEB Vanguard Tax-Exempt Bond ETF 1.72% 148,172 $7.6M Reduce -2.8%
VIOV Vanguard S&P Small-Cap 600 V 1.52% 72,642 $6.7M Reduce -3.3%
USHY iShares Broad Usd High Yield 1.51% 177,248 $6.7M Add +6.8%
JMUB JPMorgan Municipal ETF 1.48% 126,988 $6.5M Add +66.4%
VTV Vanguard Mrngstr Val ETF-Aui 1.22% 30,820 $5.4M Add +1.0%
VTWG Vanguard Russell 2000 Growth 1.20% 25,421 $5.3M Reduce -0.8%
SPEM State Street SP PTF Em ETF 1.07% 114,243 $4.7M Reduce -1.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.89% 14,658 $3.9M Add +0.6%
HYMB SS SPDR N Ice HY Muni ETF 0.77% 129,612 $3.4M Add +0.0%
HYD Vaneck High Yield Muni ETF 0.75% 62,667 $3.3M Add +3.6%
MSFT Microsoft Corp. 0.67% 6,850 $2.9M Reduce -1.7%
NVDA Nvidia Corp. 0.65% 23,579 $2.9M Reduce -0.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.58% 12,792 $2.6M Add +3.5%
MUB iShares National Muni Bond E 0.54% 21,797 $2.4M Add +1.6%
SCHV Schwab US Large-Cap Value 0.44% 24,126 $1.9M Add +1.1%
IVV iShares Core S&P 500 ETF 0.39% 2,961 $1.7M Add +0.2%
GOOGL Alphabet Inc. Class A 0.32% 8,418 $1.4M Reduce -0.2%
VGT Vanguard Info Tech ETF 0.28% 2,098 $1.2M Reduce -3.2%
IVW iShares S&P 500 Growth ETF 0.28% 12,725 $1.2M Add +0.1%
AMZN Amazon.com Inc. 0.25% 6,014 $1.1M Reduce -2.5%
LGLV SPDR US LC Low Vol Idx 0.25% 6,563 $1.1M Reduce -0.5%
IWO iShares Russell 2000 Growth 0.22% 3,388 $962K Add +0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.21% 2,045 $941K Add +0.8%
MCO Moody's Corp. 0.21% 1,934 $918K Add +0.4%
GOOG Alphabet Inc. Class C 0.20% 5,327 $891K Add +0.2%
XLF SS Financial Select Sector 0.18% 17,398 $788K No change
META Meta Platforms Inc. Class A 0.18% 1,362 $780K Add +5.8%
COST Costco Wholesale Corp. 0.17% 870 $771K Add +1.4%
JNJ Johnson & Johnson 0.16% 4,452 $722K Add +2.4%
VTI VG Morningstar TS MKT ETF-US 0.16% 2,524 $715K Add +0.2%
PLTR Palantir Technologies Inc. Class A 0.16% 19,036 $708K Add +83.6%
ABBV Abbvie Inc. 0.16% 3,555 $702K Add +2.5%
VICTORY PORTFOLIOS II 0.14% 13,117 $596K Reduce -3.3%
SHM SS SPDR N Ice St Muni ETF 0.13% 12,326 $593K Add +8.5%
CVX Chevron Corp. 0.12% 3,718 $547K Add +0.2%
CRM Salesforce Inc. 0.12% 1,920 $526K Add +6.8%
MCD McDonald's Corp. 0.12% 1,686 $513K Add +2.0%
JPM JPMorgan Chase & Co. 0.11% 2,402 $507K Add +9.4%
TSM Taiwan Semiconductor-SP ADR 0.11% 2,850 $495K Add +1.2%
VOO Vanguard S&P 500 ETF 0.10% 875 $462K Add +0.1%
AVGO Broadcom Inc. 0.10% 2,552 $440K Add +7.7%
SUB iShares Short-Term National 0.10% 3,989 $424K Reduce -1.8%
NVO Novo-Nordisk A/S-Spons ADR 0.10% 3,523 $419K Reduce -0.9%
HD Home Depot Inc. 0.09% 1,000 $405K Add +8.0%
ISRG Intuitive Surgical Inc. 0.09% 808 $397K Add +1.1%
ABT Abbott Laboratories 0.09% 3,326 $379K Add +0.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 9,428 $374K Reduce -0.4%
LECO Lincoln Electric Holdings 0.08% 1,850 $355K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.08% 11,689 $341K Add +2.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.08% 1,288 $339K Add +0.2%
KO The Coca-Cola Co. 0.07% 4,552 $327K Reduce -1.8%
V Visa Inc. Class A 0.07% 1,190 $327K Reduce -4.6%
IWF iShares Russell 1000 Growth 0.07% 848 $318K Reduce -1.4%
TPL Texas Pacific Land Corp. 0.07% 356 $315K No change
DVN Devon Energy Corp. 0.07% 7,336 $287K Add +3.6%
ETN Eaton Corp. PLC 0.06% 832 $276K Reduce -3.4%
EFA iShares MSCI Eafe ETF 0.06% 3,225 $270K No change
BMY Bristol-Myers Squibb Co. 0.06% 5,049 $261K New
MAR Marriott International Class A 0.06% 1,047 $260K Reduce -0.7%
HYLB Xtrackers Usd High Yield Cor 0.06% 7,009 $259K Add +1.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.06% 432 $248K Add +0.2%
ASML ASML Holding NV-NY Reg SHS 0.06% 293 $244K Reduce -18.4%
ADP Automatic Data Processing 0.06% 879 $243K Add +1.9%
HURN Huron Consulting Group Inc. 0.06% 2,234 $243K No change
MRK Merck & Co. Inc. 0.05% 2,077 $236K Reduce -18.2%
GPC Genuine Parts Co. 0.05% 1,688 $236K No change
IEMG iShares Core MSCI Emerging 0.05% 3,993 $229K Add +1.1%
UNH Unitedhealth Group Inc. 0.05% 387 $226K New
SAP Sap SE-Sponsored ADR 0.05% 944 $216K New
BX Blackstone Inc. 0.05% 1,382 $212K New
LLY Eli Lilly & Co. 0.05% 235 $208K Reduce -5.2%
TSLA Tesla Inc. 0.05% 792 $207K New
ADBE Adobe Inc. 0.05% 393 $203K Add +6.2%
BLDR Builders Firstsource Inc. 0.05% 1,044 $202K New
XOM Exxon Mobil Corp. 0.05% 1,726 $202K New
NFLX Netflix Inc. 0.05% 285 $202K New
SHEL Shell PLC-ADR 0.05% 3,043 $201K Add +1.8%
BABA Alibaba Group Holding-SP ADR 0.05% 1,890 $201K New
SAN Banco Santander SA-Spon ADR 0.02% 15,072 $77K Add +11.7%
LOAN Manhattan Bridge Capital Inc. 0.02% 13,231 $74K No change
LYG Lloyds Banking Group PLC-ADR 0.01% 17,244 $54K Add +7.2%
MFG Mizuho Financial Group-ADR 0.01% 10,331 $43K Reduce -4.7%
BBD Banco Bradesco-ADR 0.01% 13,810 $37K Add +29.1%
ABEV Ambev SA-ADR 0.01% 12,675 $31K New

Portfolio Sells Q2 2024 → Q3 2024
CALF PCR US SM CP CSH CWS ETF-Usd Sold out 0.00% −2.43
IGSB iShares 1-5Y Inv Grade Corp. Sold out 0.00% −1.87
IEFA iShares Core MSCI Eafe ETF Reduce -13.6% 5.68% −0.89
SCHX Schwab US Large-Cap ETF Reduce -3.1% 9.43% −0.48
SPYG SS SPDR P S&P 500 Growth ETF Reduce -0.4% 6.92% −0.30
VTEB Vanguard Tax-Exempt Bond ETF Reduce -2.8% 1.72% −0.14
MSFT Microsoft Corp. Reduce -1.7% 0.67% −0.09
SCHF Schwab Intl Equity ETF Reduce -1.2% 5.20% −0.09
QCOM Qualcomm Inc. Sold out 0.00% −0.07
NVDA Nvidia Corp. Reduce -0.5% 0.65% −0.06
GOOGL Alphabet Inc. Class A Reduce -0.2% 0.32% −0.06
AMZN Amazon.com Inc. Reduce -2.5% 0.25% −0.04
ASML ASML Holding NV-NY Reg SHS Reduce -18.4% 0.06% −0.03
NVO Novo-Nordisk A/S-Spons ADR Reduce -0.9% 0.10% −0.03
VGT Vanguard Info Tech ETF Reduce -3.2% 0.28% −0.03
VEA Vanguard Ftse Developed ETF Reduce -0.1% 3.38% −0.03
MRK Merck & Co. Inc. Reduce -18.2% 0.05% −0.02
VIOV Vanguard S&P Small-Cap 600 V Reduce -3.3% 1.52% −0.01
LLY Eli Lilly & Co. Reduce -5.2% 0.05% −0.01
SUB iShares Short-Term National Reduce -1.8% 0.10% −0.01
BAC Bank of America Corp. Reduce -0.4% 0.08% −0.01
V Visa Inc. Class A Reduce -4.6% 0.07% −0.01
IWF iShares Russell 1000 Growth Reduce -1.4% 0.07% −0.00
VICTORY PORTFOLIOS II Reduce -3.3% 0.14% −0.00
ETN Eaton Corp. PLC Reduce -3.4% 0.06% −0.00
MAR Marriott International Class A Reduce -0.7% 0.06% −0.00
MFG Mizuho Financial Group-ADR Reduce -4.7% 0.01% −0.00
VTWG Vanguard Russell 2000 Growth Reduce -0.8% 1.20% +0.00
KO The Coca-Cola Co. Reduce -1.8% 0.07% +0.00
LGLV SPDR US LC Low Vol Idx Reduce -0.5% 0.25% +0.01
SPEM State Street SP PTF Em ETF Reduce -1.1% 1.07% +0.01

Portfolio Buys Q2 2024 → Q3 2024
SFLO VS SM Cap Free Cash Flow ETF New 2.41% +2.41
UITB Victoryshares Core Intermedi Add +22.5% 7.23% +1.14
DFIV Dimensional International Va Add +19.2% 4.45% +0.66
OSEA Harbor Intl Compounders ETF Add +20.7% 4.14% +0.61
JMUB JPMorgan Municipal ETF Add +66.4% 1.48% +0.54
RSP Invesco S&P 500 Equal Weight Add +6.7% 5.10% +0.39
AAPL Apple Inc. Add +0.4% 4.88% +0.16
SPYV SS SPDR P S&P 500 Value ETF Add +1.1% 6.48% +0.13
VWO Vanguard Ftse Emerging Marke Add +1.6% 3.09% +0.10
SCHA Schwab US Small-Cap ETF Add +1.7% 3.80% +0.10
PLTR Palantir Technologies Inc. Class A Add +83.6% 0.16% +0.10
BMY Bristol-Myers Squibb Co. New 0.06% +0.06
UNH Unitedhealth Group Inc. New 0.05% +0.05
SAP Sap SE-Sponsored ADR New 0.05% +0.05
BX Blackstone Inc. New 0.05% +0.05
TSLA Tesla Inc. New 0.05% +0.05
BLDR Builders Firstsource Inc. New 0.05% +0.05
XOM Exxon Mobil Corp. New 0.05% +0.05
NFLX Netflix Inc. New 0.05% +0.05
BABA Alibaba Group Holding-SP ADR New 0.05% +0.05
USHY iShares Broad Usd High Yield Add +6.8% 1.51% +0.05
VBR Vngrd Mrngst SL-CP Val ETF-U Add +3.5% 0.58% +0.03
VTV Vanguard Mrngstr Val ETF-Aui Add +1.0% 1.22% +0.03
META Meta Platforms Inc. Class A Add +5.8% 0.18% +0.02
ABBV Abbvie Inc. Add +2.5% 0.16% +0.01
HD Home Depot Inc. Add +8.0% 0.09% +0.01
MCD McDonald's Corp. Add +2.0% 0.12% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +0.8% 0.21% +0.01
MCO Moody's Corp. Add +0.4% 0.21% +0.01
SCHV Schwab US Large-Cap Value Add +1.1% 0.44% +0.01
JNJ Johnson & Johnson Add +2.4% 0.16% +0.01
ABEV Ambev SA-ADR New 0.01% +0.01
AVGO Broadcom Inc. Add +7.7% 0.10% +0.01
JPM JPMorgan Chase & Co. Add +9.4% 0.11% +0.01
CRM Salesforce Inc. Add +6.8% 0.12% +0.01
ADP Automatic Data Processing Add +1.9% 0.06% +0.00
SHM SS SPDR N Ice St Muni ETF Add +8.5% 0.13% +0.00
SCHE Schwab Emrg Mrkts Eqty ETF Add +2.8% 0.08% +0.00
ISRG Intuitive Surgical Inc. Add +1.1% 0.09% +0.00
BBD Banco Bradesco-ADR Add +29.1% 0.01% +0.00
ABT Abbott Laboratories Add +0.7% 0.09% +0.00
SAN Banco Santander SA-Spon ADR Add +11.7% 0.02% +0.00
IWO iShares Russell 2000 Growth Add +0.2% 0.22% +0.00
LYG Lloyds Banking Group PLC-ADR Add +7.2% 0.01% +0.00
IEMG iShares Core MSCI Emerging Add +1.1% 0.05% +0.00
VBK Van Morst SML-Cap Gro-Usd Inc. Add +0.6% 0.89% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.2% 0.06% −0.00
HYLB Xtrackers Usd High Yield Cor Add +1.6% 0.06% −0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +0.2% 0.08% −0.00
VOO Vanguard S&P 500 ETF Add +0.1% 0.10% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 315$752.9MVTV, IDEV, VV, AAPL, BND
Q1 2026 216$617.7MVTV, IDEV, VV, BND, SPYG
Q4 2025 214$615.0MVV, IDEV, BND, SPYG, RSP
Q3 2025 198$596.7MVV, IDEV, BND, SPYG, VWO
Q2 2025 126$511.3MVV, IDEV, BND, SPYG, SPYV
Q1 2025 118$448.4MBND, IDEV, SPYG, VV, SPYV
Q4 2024 99$442.3MSCHX, UITB, SPYG, SPYV, AAPL
Q3 2024 100$440.9MSCHX, UITB, SPYG, SPYV, IEFA
Q2 2024 92$410.1MSCHX, SPYG, IEFA, SPYV, UITB
Q1 2024 88$405.7MIEFA, SCHX, UITB, SPYG, SPYV