Riversedge Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Riversedge Advisors, LLC reported 99 stock positions worth $442.3 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 9.6% of the portfolio, followed by Victoryshares Core Intermedi (UITB, 7.2%) and SS SPDR P S&P 500 Growth ETF (SPYG, 7.2%). Compared with Q3 2024, it opened 8 new positions, sold out of 9, added to 66 and reduced 20. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −1%).

Most Recent 13F
Q2 2026
Location
Wilmington, DE
CIK
0001787663
Portfolio Value
$442.3M (Q4 2024)
SEC Filing
0001667731-25-000034 ↗ filed Jan 15, 2025

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 Q3 2024 Q4 2024: $442.3M $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 99 stocks · $442.3M
SCHX Schwab US Large-Cap ETF 9.58% 1,827,314 $42.4M Reduce -0.6%
UITB Victoryshares Core Intermedi 7.23% 695,989 $32.0M Add +4.6%
SPYG SS SPDR P S&P 500 Growth ETF 7.21% 362,947 $31.9M Reduce -1.3%
SPYV SS SPDR P S&P 500 Value ETF 6.29% 544,149 $27.8M Add +0.7%
AAPL Apple Inc. 5.26% 92,823 $23.2M Add +0.6%
IEFA iShares Core MSCI Eafe ETF 5.06% 318,443 $22.4M Reduce -0.8%
RSP Invesco S&P 500 Equal Weight 5.01% 126,513 $22.2M Add +0.9%
SCHF Schwab Intl Equity ETF 4.73% 1,130,027 $20.9M Add +1.4%
DFIV Dimensional International Va 4.17% 519,429 $18.4M Add +0.8%
SCHA Schwab US Small-Cap ETF 3.77% 645,618 $16.7M Reduce -0.8%
OSEA Harbor Intl Compounders ETF 3.67% 628,285 $16.2M Reduce -0.4%
EMXC iShares MSCI Emr MRK Ex Chna 3.27% 260,862 $14.5M Reduce -0.2%
VEA Vanguard Ftse Developed ETF 3.10% 286,398 $13.7M Add +1.4%
VWO Vanguard Ftse Emerging Marke 2.86% 287,661 $12.7M Add +0.9%
SFLO VS SM Cap Free Cash Flow ETF filed as VICTORY PORTFOLIOS II 2.43% 402,971 $10.7M Add +1.6%
VUG Vanguard Mrngstar GR ETF-Sui 2.04% 22,003 $9.0M Reduce -0.5%
VTEB Vanguard Tax-Exempt Bond ETF 1.66% 146,599 $7.3M Reduce -1.1%
USHY iShares Broad Usd High Yield 1.61% 193,424 $7.1M Add +9.1%
VIOV Vanguard S&P Small-Cap 600 V 1.53% 72,516 $6.8M Reduce -0.2%
JMUB JPMorgan Municipal ETF 1.47% 129,301 $6.5M Add +1.8%
VTWG Vanguard Russell 2000 Growth 1.20% 25,338 $5.3M Reduce -0.3%
VTV Vanguard Mrngstr Val ETF-Aui 1.18% 30,945 $5.2M Add +0.4%
SPEM State Street SP PTF Em ETF 1.00% 115,481 $4.4M Add +1.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.99% 15,697 $4.4M Add +7.1%
HYD Vaneck High Yield Muni ETF 0.77% 65,668 $3.4M Add +4.8%
SCHV Schwab US Large-Cap Value 0.77% 130,596 $3.4M Add +80.4%
HYMB SS SPDR N Ice HY Muni ETF 0.75% 129,527 $3.3M Reduce -0.1%
NVDA Nvidia Corp. 0.73% 23,986 $3.2M Add +1.7%
MSFT Microsoft Corp. 0.71% 7,402 $3.1M Add +8.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.64% 14,231 $2.8M Add +11.3%
MUB iShares National Muni Bond E 0.54% 22,618 $2.4M Add +3.8%
IVV iShares Core S&P 500 ETF 0.39% 2,953 $1.7M Reduce -0.3%
SCHG Schwab US Large-Cap Growth 0.38% 59,544 $1.7M New
GOOGL Alphabet Inc. Class A 0.37% 8,631 $1.6M Add +2.5%
AMZN Amazon.com Inc. 0.35% 7,095 $1.6M Add +18.0%
PLTR Palantir Technologies Inc. Class A 0.33% 19,086 $1.4M Add +0.3%
VGT Vanguard Info Tech ETF 0.30% 2,110 $1.3M Add +0.6%
IVW iShares S&P 500 Growth ETF 0.29% 12,740 $1.3M Add +0.1%
GOOG Alphabet Inc. Class C 0.25% 5,697 $1.1M Add +7.0%
LGLV SPDR US LC Low Vol Idx 0.24% 6,392 $1.1M Reduce -2.6%
IDEV iShares Core MSCI Dev MKTS 0.23% 15,701 $1.0M New
IWO iShares Russell 2000 Growth 0.22% 3,400 $979K Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.22% 2,099 $951K Add +2.6%
MCO Moody's Corp. 0.21% 1,951 $924K Add +0.9%
META Meta Platforms Inc. Class A 0.19% 1,460 $855K Add +7.2%
XLF SS Financial Select Sector 0.19% 17,398 $841K No change
COST Costco Wholesale Corp. 0.19% 917 $840K Add +5.4%
BND Vanguard Total Bond Market 0.19% 11,508 $828K New
VTI VG Morningstar TS MKT ETF-US 0.17% 2,530 $733K Add +0.2%
TSM Taiwan Semiconductor-SP ADR 0.16% 3,500 $691K Add +22.8%
CRM Salesforce Inc. 0.15% 2,024 $677K Add +5.4%
ABBV Abbvie Inc. 0.15% 3,639 $647K Add +2.4%
AVGO Broadcom Inc. 0.15% 2,784 $645K Add +9.1%
JNJ Johnson & Johnson 0.14% 4,433 $641K Reduce -0.4%
IEMG iShares Core MSCI Emerging 0.14% 12,008 $627K Add +200.7%
JPM JPMorgan Chase & Co. 0.14% 2,585 $620K Add +7.6%
SHM SS SPDR N Ice St Muni ETF 0.13% 11,895 $564K Reduce -3.5%
CVX Chevron Corp. 0.13% 3,850 $558K Add +3.5%
VICTORY PORTFOLIOS II 0.12% 13,103 $548K Reduce -0.1%
MCD McDonald's Corp. 0.12% 1,773 $514K Add +5.2%
SUB iShares Short-Term National 0.12% 4,837 $510K Add +21.3%
SPYM Ste STR SPDR PT S&P 500 ETF 0.11% 6,915 $477K New
VOO Vanguard S&P 500 ETF 0.11% 879 $474K Add +0.5%
ISRG Intuitive Surgical Inc. 0.10% 849 $443K Add +5.1%
HD Home Depot Inc. 0.10% 1,119 $435K Add +11.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 9,866 $434K Add +4.7%
V Visa Inc. Class A 0.10% 1,362 $430K Add +14.4%
TSLA Tesla Inc. 0.10% 1,051 $424K Add +32.7%
TPL Texas Pacific Land Corp. 0.09% 362 $400K Add +1.7%
ABT Abbott Laboratories 0.09% 3,453 $391K Add +3.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.08% 1,293 $349K Add +0.4%
LECO Lincoln Electric Holdings 0.08% 1,850 $347K No change
IWF iShares Russell 1000 Growth 0.08% 842 $338K Reduce -0.7%
NVO Novo-Nordisk A/S-Spons ADR 0.07% 3,768 $324K Add +7.0%
BMY Bristol-Myers Squibb Co. 0.07% 5,632 $319K Add +11.6%
MAR Marriott International Class A 0.07% 1,080 $301K Add +3.1%
SCHE Schwab Emrg Mrkts Eqty ETF 0.07% 11,221 $299K Reduce -4.0%
SAP Sap SE-Sponsored ADR 0.06% 1,145 $282K Add +21.3%
HURN Huron Consulting Group Inc. 0.06% 2,234 $278K No change
DVN Devon Energy Corp. 0.06% 8,330 $273K Add +13.6%
ADP Automatic Data Processing 0.06% 916 $268K Add +4.2%
KO The Coca-Cola Co. 0.06% 4,247 $264K Reduce -6.7%
ETN Eaton Corp. PLC 0.06% 784 $260K Reduce -5.8%
NFLX Netflix Inc. 0.06% 289 $258K Add +1.4%
ASML ASML Holding NV-NY Reg SHS 0.06% 369 $256K Add +25.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.06% 433 $254K Add +0.2%
BX Blackstone Inc. 0.06% 1,429 $246K Add +3.4%
EFA iShares MSCI Eafe ETF 0.06% 3,225 $244K No change
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.05% 4,742 $235K New
BABA Alibaba Group Holding-SP ADR 0.05% 2,664 $226K Add +41.0%
SHEL Shell PLC-ADR 0.05% 3,602 $226K Add +18.4%
RY Royal Bank of Canada 0.05% 1,848 $223K New
ORLY O'reilly Automotive Inc. 0.05% 174 $206K New
XOM Exxon Mobil Corp. 0.05% 1,916 $206K Add +11.0%
MUFG Mitsubishi Ufj Finl-Spon ADR 0.03% 12,065 $141K New
SAN Banco Santander SA-Spon ADR 0.02% 17,220 $79K Add +14.3%
MFG Mizuho Financial Group-ADR 0.02% 15,078 $74K Add +46.0%
LYG Lloyds Banking Group PLC-ADR 0.01% 20,078 $55K Add +16.4%
LOAN Manhattan Bridge Capital Inc. 0.00% 13,231 $13K No change

Options reported separately and not counted above: AAPL puts ($46K).

Portfolio Sells Q3 2024 → Q4 2024
IEFA iShares Core MSCI Eafe ETF Reduce -0.8% 5.06% −0.62
OSEA Harbor Intl Compounders ETF Reduce -0.4% 3.67% −0.47
EMXC iShares MSCI Emr MRK Ex Chna Reduce -0.2% 3.27% −0.35
HYLB Xtrackers Usd High Yield Cor Sold out 0.00% −0.06
VTEB Vanguard Tax-Exempt Bond ETF Reduce -1.1% 1.66% −0.06
GPC Genuine Parts Co. Sold out 0.00% −0.05
MRK Merck & Co. Inc. Sold out 0.00% −0.05
UNH Unitedhealth Group Inc. Sold out 0.00% −0.05
LLY Eli Lilly & Co. Sold out 0.00% −0.05
ADBE Adobe Inc. Sold out 0.00% −0.05
BLDR Builders Firstsource Inc. Sold out 0.00% −0.05
SCHA Schwab US Small-Cap ETF Reduce -0.8% 3.77% −0.03
HYMB SS SPDR N Ice HY Muni ETF Reduce -0.1% 0.75% −0.02
JNJ Johnson & Johnson Reduce -0.4% 0.14% −0.02
KO The Coca-Cola Co. Reduce -6.7% 0.06% −0.01
LGLV SPDR US LC Low Vol Idx Reduce -2.6% 0.24% −0.01
VICTORY PORTFOLIOS II Reduce -0.1% 0.12% −0.01
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -4.0% 0.07% −0.01
BBD Banco Bradesco-ADR Sold out 0.00% −0.01
SHM SS SPDR N Ice St Muni ETF Reduce -3.5% 0.13% −0.01
ABEV Ambev SA-ADR Sold out 0.00% −0.01
ETN Eaton Corp. PLC Reduce -5.8% 0.06% −0.00
IWF iShares Russell 1000 Growth Reduce -0.7% 0.08% +0.00
IVV iShares Core S&P 500 ETF Reduce -0.3% 0.39% +0.01
VIOV Vanguard S&P Small-Cap 600 V Reduce -0.2% 1.53% +0.01
VTWG Vanguard Russell 2000 Growth Reduce -0.3% 1.20% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.5% 2.04% +0.12
SCHX Schwab US Large-Cap ETF Reduce -0.6% 9.58% +0.14
SPYG SS SPDR P S&P 500 Growth ETF Reduce -1.3% 7.21% +0.30

Portfolio Buys Q3 2024 → Q4 2024
AAPL Apple Inc. Add +0.6% 5.26% +0.38
SCHG Schwab US Large-Cap Growth New 0.38% +0.38
SCHV Schwab US Large-Cap Value Add +80.4% 0.77% +0.33
IDEV iShares Core MSCI Dev MKTS New 0.23% +0.23
BND Vanguard Total Bond Market New 0.19% +0.19
PLTR Palantir Technologies Inc. Class A Add +0.3% 0.33% +0.17
SPYM Ste STR SPDR PT S&P 500 ETF New 0.11% +0.11
VBK Van Morst SML-Cap Gro-Usd Inc. Add +7.1% 0.99% +0.10
AMZN Amazon.com Inc. Add +18.0% 0.35% +0.10
USHY iShares Broad Usd High Yield Add +9.1% 1.61% +0.10
IEMG iShares Core MSCI Emerging Add +200.7% 0.14% +0.09
NVDA Nvidia Corp. Add +1.7% 0.73% +0.08
VBR Vngrd Mrngst SL-CP Val ETF-U Add +11.3% 0.64% +0.06
HSBC HSBC Holdings PLC-Spons ADR New 0.05% +0.05
GOOGL Alphabet Inc. Class A Add +2.5% 0.37% +0.05
RY Royal Bank of Canada New 0.05% +0.05
TSLA Tesla Inc. Add +32.7% 0.10% +0.05
ORLY O'reilly Automotive Inc. New 0.05% +0.05
AVGO Broadcom Inc. Add +9.1% 0.15% +0.05
TSM Taiwan Semiconductor-SP ADR Add +22.8% 0.16% +0.04
GOOG Alphabet Inc. Class C Add +7.0% 0.25% +0.04
MSFT Microsoft Corp. Add +8.1% 0.71% +0.04
CRM Salesforce Inc. Add +5.4% 0.15% +0.03
MUFG Mitsubishi Ufj Finl-Spon ADR New 0.03% +0.03
JPM JPMorgan Chase & Co. Add +7.6% 0.14% +0.03
V Visa Inc. Class A Add +14.4% 0.10% +0.02
SFLO VS SM Cap Free Cash Flow ETF Add +1.6% 2.43% +0.02
SUB iShares Short-Term National Add +21.3% 0.12% +0.02
TPL Texas Pacific Land Corp. Add +1.7% 0.09% +0.02
VGT Vanguard Info Tech ETF Add +0.6% 0.30% +0.02
META Meta Platforms Inc. Class A Add +7.2% 0.19% +0.02
HYD Vaneck High Yield Muni ETF Add +4.8% 0.77% +0.02
IVW iShares S&P 500 Growth ETF Add +0.1% 0.29% +0.02
COST Costco Wholesale Corp. Add +5.4% 0.19% +0.02
SAP Sap SE-Sponsored ADR Add +21.3% 0.06% +0.01
BAC Bank of America Corp. Add +4.7% 0.10% +0.01
BMY Bristol-Myers Squibb Co. Add +11.6% 0.07% +0.01
NFLX Netflix Inc. Add +1.4% 0.06% +0.01
ISRG Intuitive Surgical Inc. Add +5.1% 0.10% +0.01
MAR Marriott International Class A Add +3.1% 0.07% +0.01
MUB iShares National Muni Bond E Add +3.8% 0.54% +0.01
BX Blackstone Inc. Add +3.4% 0.06% +0.01
MFG Mizuho Financial Group-ADR Add +46.0% 0.02% +0.01
HD Home Depot Inc. Add +11.9% 0.10% +0.01
BABA Alibaba Group Holding-SP ADR Add +41.0% 0.05% +0.01
ADP Automatic Data Processing Add +4.2% 0.06% +0.01
SHEL Shell PLC-ADR Add +18.4% 0.05% +0.01
VTI VG Morningstar TS MKT ETF-US Add +0.2% 0.17% +0.00
IWO iShares Russell 2000 Growth Add +0.3% 0.22% +0.00
VOO Vanguard S&P 500 ETF Add +0.5% 0.11% +0.00

Options Activity Q3 2024 → Q4 2024
AAPL Apple Inc. put New 10,100 $46K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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