Riversedge Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Riversedge Advisors, LLC reported 118 stock positions worth $448.4 million. Its top holding was Vanguard Total Bond Market (BND) at 9.0% of the portfolio, followed by iShares Core MSCI Dev MKTS (IDEV, 7.9%) and SS SPDR P S&P 500 Growth ETF (SPYG, 6.4%). Compared with Q4 2024, it opened 22 new positions, sold out of 3, added to 52 and reduced 39. The biggest buy was Vanguard Total Bond Market (BND, shares +4688%) and the biggest sale an exit from Victoryshares Core Intermedi (UITB).
- Most Recent 13F
- Q2 2026
- Location
- Wilmington, DE
- CIK
- 0001787663
- Portfolio Value
- $448.4M (Q1 2025)
- SEC Filing
- 0001667731-25-000562 ↗ filed May 1, 2025
Holdings Value
Holdings 118 stocks · $448.4M
| BND Vanguard Total Bond Market | 9.03% | 551,003 | $40.5M | Add +4688.0% |
| IDEV iShares Core MSCI Dev MKTS | 7.87% | 511,906 | $35.3M | Add +3160.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.45% | 359,669 | $28.9M | Reduce -0.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 6.40% | 111,681 | $28.7M | Add +8537.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.18% | 542,275 | $27.7M | Reduce -0.3% |
| SCHX Schwab US Large-Cap ETF | 5.64% | 1,145,220 | $25.3M | Reduce -37.3% |
| RSP Invesco S&P 500 Equal Weight | 5.25% | 135,882 | $23.5M | Add +7.4% |
| SCHF Schwab Intl Equity ETF | 4.96% | 1,123,658 | $22.2M | Reduce -0.6% |
| VWO Vanguard Ftse Emerging Marke | 4.69% | 464,378 | $21.0M | Add +61.4% |
| IEFA iShares Core MSCI Eafe ETF | 4.46% | 264,431 | $20.0M | Reduce -17.0% |
| AAPL Apple Inc. | 4.39% | 88,574 | $19.7M | Reduce -4.6% |
| VEA Vanguard Ftse Developed ETF | 3.20% | 282,293 | $14.3M | Reduce -1.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.87% | 259,465 | $12.9M | Add +77.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.97% | 23,865 | $8.8M | Add +8.5% |
| BNDX Vanguard Total Intl Bond ETF | 1.97% | 180,650 | $8.8M | New |
| SCHA Schwab US Small-Cap ETF | 1.53% | 293,045 | $6.9M | Reduce -54.6% |
| IJR iShares Core S&P Small-Cap E | 1.51% | 64,547 | $6.7M | New |
| VIOV Vanguard S&P Small-Cap 600 V | 1.35% | 72,052 | $6.0M | Reduce -0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.31% | 34,120 | $5.9M | Add +10.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.07% | 86,839 | $4.8M | Reduce -66.7% |
| VTWG Vanguard Russell 2000 Growth | 1.01% | 24,335 | $4.5M | Reduce -4.0% |
| SPEM State Street SP PTF Em ETF | 1.00% | 113,810 | $4.5M | Reduce -1.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.81% | 14,500 | $3.7M | Reduce -7.6% |
| IBIT iShares Bitcoin Trust ETF | 0.65% | 62,521 | $2.9M | New |
| SFLO VS SM Cap Free Cash Flow ETF filed as VICTORY PORTFOLIOS II | 0.60% | 110,540 | $2.7M | Reduce -72.6% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.56% | 99,030 | $2.5M | Reduce -23.5% |
| MSFT Microsoft Corp. | 0.55% | 6,575 | $2.5M | Reduce -11.2% |
| NVDA Nvidia Corp. | 0.54% | 22,376 | $2.4M | Reduce -6.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.53% | 12,704 | $2.4M | Reduce -10.7% |
| SCHV Schwab US Large-Cap Value | 0.47% | 78,537 | $2.1M | Reduce -39.9% |
| BTC Grayscale Bitcoin Mini ETF | 0.46% | 56,632 | $2.1M | New |
| MUB iShares National Muni Bond E | 0.42% | 18,015 | $1.9M | Reduce -20.4% |
| USHY iShares Broad Usd High Yield | 0.41% | 50,512 | $1.9M | Reduce -73.9% |
| IVV iShares Core S&P 500 ETF | 0.40% | 3,194 | $1.8M | Add +8.2% |
| HYD Vaneck High Yield Muni ETF | 0.40% | 34,938 | $1.8M | Reduce -46.8% |
| PLTR Palantir Technologies Inc. Class A | 0.39% | 20,555 | $1.7M | Add +7.7% |
| GOOGL Alphabet Inc. Class A | 0.31% | 8,892 | $1.4M | Add +3.0% |
| AMZN Amazon.com Inc. | 0.29% | 6,784 | $1.3M | Reduce -4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 2,357 | $1.3M | Add +12.3% |
| JMUB JPMorgan Municipal ETF | 0.27% | 24,582 | $1.2M | Reduce -81.0% |
| IVW iShares S&P 500 Growth ETF | 0.26% | 12,754 | $1.2M | Add +0.1% |
| VGT Vanguard Info Tech ETF | 0.26% | 2,113 | $1.1M | Add +0.1% |
| LGLV SPDR US LC Low Vol Idx | 0.23% | 6,009 | $1.0M | Reduce -6.0% |
| META Meta Platforms Inc. Class A | 0.21% | 1,660 | $957K | Add +13.7% |
| COST Costco Wholesale Corp. | 0.21% | 1,006 | $951K | Add +9.7% |
| MCO Moody's Corp. | 0.21% | 1,979 | $922K | Add +1.4% |
| DFIV Dimensional International Va | 0.21% | 23,393 | $921K | Reduce -95.5% |
| GOOG Alphabet Inc. Class C | 0.20% | 5,871 | $917K | Add +3.0% |
| IWO iShares Russell 2000 Growth | 0.20% | 3,509 | $897K | Add +3.2% |
| XLF SS Financial Select Sector | 0.19% | 17,398 | $867K | No change |
| OSEA Harbor Intl Compounders ETF | 0.17% | 29,510 | $783K | Reduce -95.3% |
| ABBV Abbvie Inc. | 0.17% | 3,677 | $770K | Add +1.0% |
| JPM JPMorgan Chase & Co. | 0.16% | 2,911 | $714K | Add +12.6% |
| JNJ Johnson & Johnson | 0.16% | 4,244 | $704K | Reduce -4.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 2,522 | $693K | Reduce -0.3% |
| CVX Chevron Corp. | 0.15% | 4,135 | $692K | Add +7.4% |
| MCD McDonald's Corp. | 0.14% | 2,038 | $637K | Add +14.9% |
| V Visa Inc. Class A | 0.14% | 1,728 | $606K | Add +26.9% |
| VICTORY PORTFOLIOS II | 0.13% | 12,755 | $578K | Reduce -2.7% |
| SHM SS SPDR N Ice St Muni ETF | 0.13% | 11,845 | $564K | Reduce -0.4% |
| AVGO Broadcom Inc. | 0.12% | 3,162 | $529K | Add +13.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 3,108 | $516K | Reduce -11.2% |
| TPL Texas Pacific Land Corp. | 0.11% | 370 | $490K | Add +2.2% |
| ABT Abbott Laboratories | 0.11% | 3,657 | $485K | Add +5.9% |
| BABA Alibaba Group Holding-SP ADR | 0.11% | 3,626 | $479K | Add +36.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.10% | 6,915 | $455K | No change |
| VOO Vanguard S&P 500 ETF | 0.10% | 882 | $453K | Add +0.3% |
| HD Home Depot Inc. | 0.10% | 1,207 | $442K | Add +7.9% |
| SUB iShares Short-Term National | 0.10% | 4,083 | $431K | Reduce -15.6% |
| ISRG Intuitive Surgical Inc. | 0.10% | 867 | $429K | Add +2.1% |
| XOM Exxon Mobil Corp. | 0.10% | 3,606 | $429K | Add +88.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 9,759 | $407K | Reduce -1.1% |
| DVN Devon Energy Corp. | 0.09% | 10,628 | $397K | Add +27.6% |
| SAP Sap SE-Sponsored ADR | 0.09% | 1,432 | $384K | Add +25.1% |
| MA Mastercard Inc. Class A | 0.08% | 678 | $372K | New |
| NFLX Netflix Inc. | 0.08% | 382 | $356K | Add +32.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.08% | 534 | $354K | Add +44.7% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.08% | 6,124 | $352K | Add +29.1% |
| LECO Lincoln Electric Holdings | 0.08% | 1,850 | $350K | No change |
| SHEL Shell PLC-ADR | 0.08% | 4,711 | $345K | Add +30.8% |
| T AT&T Inc. | 0.08% | 11,924 | $337K | New |
| BMY Bristol-Myers Squibb Co. | 0.07% | 5,435 | $331K | Reduce -3.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.07% | 4,502 | $331K | New |
| HURN Huron Consulting Group Inc. | 0.07% | 2,234 | $320K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.07% | 11,247 | $310K | Add +0.2% |
| LLY Eli Lilly & Co. | 0.07% | 375 | $310K | New |
| KO The Coca-Cola Co. | 0.07% | 4,304 | $308K | Add +1.3% |
| ADP Automatic Data Processing | 0.07% | 1,004 | $307K | Add +9.6% |
| IWF iShares Russell 1000 Growth | 0.07% | 839 | $303K | Reduce -0.4% |
| TSLA Tesla Inc. | 0.07% | 1,152 | $299K | Add +9.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 524 | $293K | Add +21.0% |
| UNH Unitedhealth Group Inc. | 0.07% | 558 | $292K | New |
| COP Conocophillips | 0.06% | 2,657 | $279K | New |
| EFA iShares MSCI Eafe ETF | 0.06% | 3,405 | $278K | Add +5.6% |
| ORLY O'reilly Automotive Inc. | 0.06% | 186 | $266K | Add +6.9% |
| NVS Novartis AG-Sponsored ADR | 0.06% | 2,367 | $264K | New |
| MAR Marriott International Class A | 0.06% | 1,080 | $257K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.06% | 3,703 | $257K | Reduce -1.7% |
| C Citigroup Inc. | 0.05% | 3,362 | $239K | New |
| SONY Sony Group Corp. - SP ADR | 0.05% | 9,321 | $237K | New |
Portfolio Sells Q4 2024 → Q1 2025
| UITB Victoryshares Core Intermedi | Sold out | 0.00% | −7.23 |
| DFIV Dimensional International Va | Reduce -95.5% | 0.21% | −3.96 |
| SCHX Schwab US Large-Cap ETF | Reduce -37.3% | 5.64% | −3.94 |
| OSEA Harbor Intl Compounders ETF | Reduce -95.3% | 0.17% | −3.50 |
| SCHA Schwab US Small-Cap ETF | Reduce -54.6% | 1.53% | −2.24 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -66.7% | 1.07% | −2.20 |
| SFLO VS SM Cap Free Cash Flow ETF | Reduce -72.6% | 0.60% | −1.82 |
| USHY iShares Broad Usd High Yield | Reduce -73.9% | 0.41% | −1.19 |
| JMUB JPMorgan Municipal ETF | Reduce -81.0% | 0.27% | −1.19 |
| AAPL Apple Inc. | Reduce -4.6% | 4.39% | −0.87 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.9% | 6.45% | −0.77 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -17.0% | 4.46% | −0.60 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −0.38 |
| HYD Vaneck High Yield Muni ETF | Reduce -46.8% | 0.40% | −0.37 |
| SCHV Schwab US Large-Cap Value | Reduce -39.9% | 0.47% | −0.30 |
| VTWG Vanguard Russell 2000 Growth | Reduce -4.0% | 1.01% | −0.19 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -23.5% | 0.56% | −0.19 |
| NVDA Nvidia Corp. | Reduce -6.7% | 0.54% | −0.19 |
| VIOV Vanguard S&P Small-Cap 600 V | Reduce -0.6% | 1.35% | −0.18 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -7.6% | 0.81% | −0.18 |
| MSFT Microsoft Corp. | Reduce -11.2% | 0.55% | −0.15 |
| MUB iShares National Muni Bond E | Reduce -20.4% | 0.42% | −0.12 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.3% | 6.18% | −0.12 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -10.7% | 0.53% | −0.11 |
| CRM Salesforce Inc. | Reduce -59.8% | 0.05% | −0.10 |
| IEMG iShares Core MSCI Emerging | Reduce -66.4% | 0.05% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -4.4% | 0.29% | −0.06 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -11.2% | 0.12% | −0.04 |
| SUB iShares Short-Term National | Reduce -15.6% | 0.10% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.7% | 0.06% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.15% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -0.4% | 0.07% | −0.01 |
| BAC Bank of America Corp. | Reduce -1.1% | 0.09% | −0.01 |
| LGLV SPDR US LC Low Vol Idx | Reduce -6.0% | 0.23% | −0.01 |
| LOAN Manhattan Bridge Capital Inc. | Sold out | 0.00% | −0.00 |
| SPEM State Street SP PTF Em ETF | Reduce -1.4% | 1.00% | −0.00 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -0.4% | 0.13% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.5% | 0.07% | +0.00 |
| VICTORY PORTFOLIOS II | Reduce -2.7% | 0.13% | +0.01 |
| JNJ Johnson & Johnson | Reduce -4.3% | 0.16% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.4% | 3.20% | +0.10 |
| SCHF Schwab Intl Equity ETF | Reduce -0.6% | 4.96% | +0.23 |
Portfolio Buys Q4 2024 → Q1 2025
| BND Vanguard Total Bond Market | Add +4688.0% | 9.03% | +8.84 |
| IDEV iShares Core MSCI Dev MKTS | Add +3160.3% | 7.87% | +7.64 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +8537.4% | 6.40% | +6.32 |
| BNDX Vanguard Total Intl Bond ETF | New | 1.97% | +1.97 |
| VWO Vanguard Ftse Emerging Marke | Add +61.4% | 4.69% | +1.82 |
| IJR iShares Core S&P Small-Cap E | New | 1.51% | +1.51 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +77.0% | 2.87% | +1.21 |
| IBIT iShares Bitcoin Trust ETF | New | 0.65% | +0.65 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.46% | +0.46 |
| RSP Invesco S&P 500 Equal Weight | Add +7.4% | 5.25% | +0.24 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.3% | 1.31% | +0.13 |
| MA Mastercard Inc. Class A | New | 0.08% | +0.08 |
| T AT&T Inc. | New | 0.08% | +0.08 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.07% | +0.07 |
| LLY Eli Lilly & Co. | New | 0.07% | +0.07 |
| UNH Unitedhealth Group Inc. | New | 0.07% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +12.3% | 0.28% | +0.06 |
| COP Conocophillips | New | 0.06% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +7.7% | 0.39% | +0.06 |
| NVS Novartis AG-Sponsored ADR | New | 0.06% | +0.06 |
| BABA Alibaba Group Holding-SP ADR | Add +36.1% | 0.11% | +0.06 |
| C Citigroup Inc. | New | 0.05% | +0.05 |
| SONY Sony Group Corp. - SP ADR | New | 0.05% | +0.05 |
| LIN Linde PLC | New | 0.05% | +0.05 |
| TM Toyota Motor Corp. -Spon ADR | New | 0.05% | +0.05 |
| XOM Exxon Mobil Corp. | Add +88.2% | 0.10% | +0.05 |
| HIG Hartford Insurance Group Inc. | New | 0.05% | +0.05 |
| ADBE Adobe Inc. | New | 0.05% | +0.05 |
| ORCL Oracle Corp. | New | 0.05% | +0.05 |
| GPC Genuine Parts Co. | New | 0.04% | +0.04 |
| V Visa Inc. Class A | Add +26.9% | 0.14% | +0.04 |
| CVX Chevron Corp. | Add +7.4% | 0.15% | +0.03 |
| DVN Devon Energy Corp. | Add +27.6% | 0.09% | +0.03 |
| SHEL Shell PLC-ADR | Add +30.8% | 0.08% | +0.03 |
| MCD McDonald's Corp. | Add +14.9% | 0.14% | +0.03 |
| ABBV Abbvie Inc. | Add +1.0% | 0.17% | +0.03 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +29.1% | 0.08% | +0.03 |
| VALE Vale SA-SP ADR | New | 0.02% | +0.02 |
| COST Costco Wholesale Corp. | Add +9.7% | 0.21% | +0.02 |
| SAP Sap SE-Sponsored ADR | Add +25.1% | 0.09% | +0.02 |
| NFLX Netflix Inc. | Add +32.2% | 0.08% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +44.7% | 0.08% | +0.02 |
| META Meta Platforms Inc. Class A | Add +13.7% | 0.21% | +0.02 |
| ABT Abbott Laboratories | Add +5.9% | 0.11% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +12.6% | 0.16% | +0.02 |
| TPL Texas Pacific Land Corp. | Add +2.2% | 0.11% | +0.02 |
| SAN Banco Santander SA-Spon ADR | Add +27.4% | 0.03% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +6.9% | 0.06% | +0.01 |
| BBD Banco Bradesco-ADR | New | 0.01% | +0.01 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +18.0% | 0.04% | +0.01 |
Options Activity Q4 2024 → Q1 2025
| AAPL Apple Inc. | put | Sold out | 10,100 | $46Kbefore exit |
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 |