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

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 Q4 2024 Q1 2025: $448.4M $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 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
ETN Eaton Corp. PLC 0.05% 846 $230K Add +7.9%
LIN Linde PLC 0.05% 483 $225K New
TM Toyota Motor Corp. -Spon ADR 0.05% 1,265 $223K New
CRM Salesforce Inc. 0.05% 814 $218K Reduce -59.8%
IEMG iShares Core MSCI Emerging 0.05% 4,032 $218K Reduce -66.4%
RY Royal Bank of Canada 0.05% 1,854 $209K Add +0.3%
HIG Hartford Insurance Group Inc. 0.05% 1,680 $208K New
ADBE Adobe Inc. 0.05% 539 $207K New
ORCL Oracle Corp. 0.05% 1,446 $202K New
GPC Genuine Parts Co. 0.04% 1,688 $201K New
BX Blackstone Inc. 0.04% 1,439 $201K Add +0.7%
MUFG Mitsubishi Ufj Finl-Spon ADR 0.04% 14,241 $194K Add +18.0%
SAN Banco Santander SA-Spon ADR 0.03% 21,943 $147K Add +27.4%
VALE Vale SA-SP ADR 0.02% 10,557 $105K New
MFG Mizuho Financial Group-ADR 0.02% 18,247 $101K Add +21.0%
LYG Lloyds Banking Group PLC-ADR 0.02% 23,247 $89K Add +15.8%
BBD Banco Bradesco-ADR 0.01% 24,584 $55K New
ABEV Ambev SA-ADR 0.01% 19,394 $45K 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

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