Riversedge Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Riversedge Advisors, LLC reported 126 stock positions worth $511.3 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 12.1% of the portfolio, followed by iShares Core MSCI Dev MKTS (IDEV, 8.9%) and Vanguard Total Bond Market (BND, 8.4%). Compared with Q1 2025, it opened 18 new positions, sold out of 10, added to 57 and reduced 46. The biggest buy was Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares +95%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- Wilmington, DE
- CIK
- 0001787663
- Portfolio Value
- $511.3M (Q2 2025)
- SEC Filing
- 0001667731-25-000754 ↗ filed Jul 9, 2025
Holdings Value
Holdings 126 stocks · $511.3M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 12.15% | 217,692 | $62.1M | Add +94.9% |
| IDEV iShares Core MSCI Dev MKTS | 8.90% | 598,627 | $45.5M | Add +16.9% |
| BND Vanguard Total Bond Market | 8.45% | 586,553 | $43.2M | Add +6.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.56% | 351,671 | $33.5M | Reduce -2.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 5.16% | 503,703 | $26.4M | Reduce -7.1% |
| VWO Vanguard Ftse Emerging Marke | 5.11% | 528,209 | $26.1M | Add +13.8% |
| SCHF Schwab Intl Equity ETF | 4.81% | 1,113,654 | $24.6M | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 4.64% | 130,495 | $23.7M | Reduce -4.0% |
| IEFA iShares Core MSCI Eafe ETF | 3.65% | 223,604 | $18.7M | Reduce -15.4% |
| AAPL Apple Inc. | 3.51% | 87,449 | $17.9M | Reduce -1.3% |
| VEA Vanguard Ftse Developed ETF | 3.18% | 285,258 | $16.3M | Add +1.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.91% | 303,926 | $14.9M | Add +17.1% |
| SCHX Schwab US Large-Cap ETF | 2.74% | 573,799 | $14.0M | Reduce -49.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.42% | 28,248 | $12.4M | Add +18.4% |
| IJR iShares Core S&P Small-Cap E | 2.23% | 104,113 | $11.4M | Add +61.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.73% | 50,160 | $8.9M | Add +47.0% |
| VIOV Vanguard S&P Small-Cap 600 V | 1.73% | 103,387 | $8.8M | Add +43.5% |
| BNDX Vanguard Total Intl Bond ETF | 1.67% | 172,375 | $8.5M | Reduce -4.6% |
| SCHA Schwab US Small-Cap ETF | 0.98% | 198,224 | $5.0M | Reduce -32.4% |
| VTWG Vanguard Russell 2000 Growth | 0.96% | 23,506 | $4.9M | Reduce -3.4% |
| SPEM State Street SP PTF Em ETF | 0.92% | 109,794 | $4.7M | Reduce -3.5% |
| MSFT Microsoft Corp. | 0.88% | 9,093 | $4.5M | Add +38.3% |
| BTC Grayscale Bitcoin Mini ETF | 0.83% | 88,934 | $4.2M | Add +57.0% |
| NVDA Nvidia Corp. | 0.78% | 25,188 | $4.0M | Add +12.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.67% | 12,319 | $3.4M | Reduce -15.0% |
| PLTR Palantir Technologies Inc. Class A | 0.58% | 21,870 | $3.0M | Add +6.4% |
| IBIT iShares Bitcoin Trust ETF | 0.55% | 45,769 | $2.8M | Reduce -26.8% |
| USHY iShares Broad Usd High Yield | 0.55% | 74,352 | $2.8M | Add +47.2% |
| SCHV Schwab US Large-Cap Value | 0.44% | 81,306 | $2.2M | Add +3.5% |
| IVV iShares Core S&P 500 ETF | 0.42% | 3,485 | $2.2M | Add +9.1% |
| AMZN Amazon.com Inc. | 0.41% | 9,529 | $2.1M | Add +40.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.39% | 10,196 | $2.0M | Reduce -19.7% |
| GOOGL Alphabet Inc. Class A | 0.35% | 10,012 | $1.8M | Add +12.6% |
| MUB iShares National Muni Bond E | 0.34% | 16,488 | $1.7M | Reduce -8.5% |
| META Meta Platforms Inc. Class A | 0.29% | 1,997 | $1.5M | Add +20.3% |
| IVW iShares S&P 500 Growth ETF | 0.28% | 13,174 | $1.5M | Add +3.3% |
| VGT Vanguard Info Tech ETF | 0.27% | 2,068 | $1.4M | Reduce -2.1% |
| HYD Vaneck High Yield Muni ETF | 0.26% | 26,657 | $1.3M | Reduce -23.7% |
| GOOG Alphabet Inc. Class C | 0.24% | 6,924 | $1.2M | Add +17.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 2,310 | $1.1M | Reduce -2.0% |
| AVGO Broadcom Inc. | 0.22% | 4,029 | $1.1M | Add +27.4% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.21% | 42,366 | $1.0M | Reduce -57.2% |
| IWO iShares Russell 2000 Growth | 0.20% | 3,617 | $1.0M | Add +3.1% |
| MCO Moody's Corp. | 0.20% | 2,016 | $1.0M | Add +1.9% |
| COST Costco Wholesale Corp. | 0.20% | 1,015 | $1.0M | Add +0.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 4,257 | $964K | Add +37.0% |
| JPM JPMorgan Chase & Co. | 0.18% | 3,150 | $913K | Add +8.2% |
| XLF SS Financial Select Sector | 0.18% | 17,398 | $911K | No change |
| LGLV SPDR US LC Low Vol Idx | 0.17% | 4,936 | $862K | Reduce -17.9% |
| TSLA Tesla Inc. | 0.16% | 2,602 | $827K | Add +125.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 2,444 | $743K | Reduce -3.1% |
| ABBV Abbvie Inc. | 0.14% | 3,773 | $700K | Add +2.6% |
| JNJ Johnson & Johnson | 0.13% | 4,278 | $654K | Add +0.8% |
| MCD McDonald's Corp. | 0.12% | 2,139 | $625K | Add +5.0% |
| V Visa Inc. Class A | 0.12% | 1,731 | $615K | Add +0.2% |
| NFLX Netflix Inc. | 0.11% | 435 | $583K | Add +13.9% |
| VICTORY PORTFOLIOS II | 0.11% | 11,365 | $574K | Reduce -10.9% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.11% | 4,877 | $558K | New |
| CVX Chevron Corp. | 0.11% | 3,869 | $554K | Reduce -6.4% |
| HD Home Depot Inc. | 0.10% | 1,425 | $522K | Add +18.1% |
| ISRG Intuitive Surgical Inc. | 0.10% | 932 | $506K | Add +7.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.10% | 6,915 | $503K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 10,600 | $502K | Add +8.6% |
| VOO Vanguard S&P 500 ETF | 0.10% | 879 | $499K | Reduce -0.3% |
| ABT Abbott Laboratories | 0.10% | 3,654 | $497K | Reduce -0.1% |
| SHM SS SPDR N Ice St Muni ETF | 0.09% | 9,718 | $465K | Reduce -18.0% |
| SUB iShares Short-Term National | 0.08% | 4,074 | $433K | Reduce -0.2% |
| SAP Sap SE-Sponsored ADR | 0.08% | 1,410 | $429K | Reduce -1.5% |
| BABA Alibaba Group Holding-SP ADR | 0.08% | 3,636 | $412K | Add +0.3% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.08% | 6,383 | $388K | Add +4.2% |
| LECO Lincoln Electric Holdings | 0.07% | 1,850 | $384K | No change |
| TPL Texas Pacific Land Corp. | 0.07% | 357 | $377K | Reduce -3.5% |
| MA Mastercard Inc. Class A | 0.07% | 656 | $369K | Reduce -3.2% |
| T AT&T Inc. | 0.07% | 12,681 | $367K | Add +6.3% |
| COF Capital One Financial Corp. | 0.07% | 1,722 | $366K | New |
| IWF iShares Russell 1000 Growth | 0.07% | 838 | $356K | Reduce -0.1% |
| C Citigroup Inc. | 0.07% | 3,958 | $337K | Add +17.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.07% | 420 | $337K | Reduce -21.4% |
| NVS Novartis AG-Sponsored ADR | 0.07% | 2,773 | $336K | Add +17.1% |
| ADP Automatic Data Processing | 0.06% | 1,033 | $319K | Add +2.9% |
| IEMG iShares Core MSCI Emerging | 0.06% | 5,128 | $308K | Add +27.2% |
| HURN Huron Consulting Group Inc. | 0.06% | 2,234 | $307K | No change |
| MAR Marriott International Class A | 0.06% | 1,109 | $303K | Add +2.7% |
| CEG Constellation Energy | 0.06% | 935 | $302K | New |
| KO The Coca-Cola Co. | 0.06% | 4,262 | $302K | Reduce -1.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.06% | 9,775 | $295K | Reduce -13.1% |
| EFA iShares MSCI Eafe ETF | 0.06% | 3,225 | $288K | Reduce -5.3% |
| INTU Intuit Inc. | 0.06% | 362 | $285K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.06% | 4,057 | $284K | Reduce -9.9% |
| RY Royal Bank of Canada | 0.06% | 2,153 | $283K | Add +16.1% |
| ETN Eaton Corp. PLC | 0.06% | 792 | $283K | Reduce -6.4% |
| SONY Sony Group Corp. - SP ADR | 0.06% | 10,835 | $282K | Add +16.2% |
| SHEL Shell PLC-ADR | 0.05% | 3,976 | $280K | Reduce -15.6% |
| SYF Synchrony Financial | 0.05% | 4,163 | $278K | New |
| ORCL Oracle Corp. | 0.05% | 1,241 | $271K | Reduce -14.2% |
| UL Unilever PLC | 0.05% | 4,426 | $271K | New |
| XOM Exxon Mobil Corp. | 0.05% | 2,508 | $270K | Reduce -30.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 433 | $267K | Reduce -17.4% |
| HIG Hartford Insurance Group Inc. | 0.05% | 2,058 | $261K | Add +22.5% |
| BX Blackstone Inc. | 0.05% | 1,741 | $260K | Add +21.0% |
Portfolio Sells Q1 2025 → Q2 2025
| SCHX Schwab US Large-Cap ETF | Reduce -49.9% | 2.74% | −2.90 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −1.07 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -7.1% | 5.16% | −1.02 |
| AAPL Apple Inc. | Reduce -1.3% | 3.51% | −0.88 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -15.4% | 3.65% | −0.81 |
| RSP Invesco S&P 500 Equal Weight | Reduce -4.0% | 4.64% | −0.61 |
| SFLO VS SM Cap Free Cash Flow ETF | Sold out | 0.00% | −0.60 |
| SCHA Schwab US Small-Cap ETF | Reduce -32.4% | 0.98% | −0.55 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -57.2% | 0.21% | −0.35 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -4.6% | 1.67% | −0.30 |
| JMUB JPMorgan Municipal ETF | Sold out | 0.00% | −0.27 |
| DFIV Dimensional International Va | Sold out | 0.00% | −0.21 |
| OSEA Harbor Intl Compounders ETF | Sold out | 0.00% | −0.17 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -15.0% | 0.67% | −0.15 |
| SCHF Schwab Intl Equity ETF | Reduce -0.9% | 4.81% | −0.14 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -19.7% | 0.39% | −0.14 |
| HYD Vaneck High Yield Muni ETF | Reduce -23.7% | 0.26% | −0.14 |
| IBIT iShares Bitcoin Trust ETF | Reduce -26.8% | 0.55% | −0.10 |
| MUB iShares National Muni Bond E | Reduce -8.5% | 0.34% | −0.09 |
| SPEM State Street SP PTF Em ETF | Reduce -3.5% | 0.92% | −0.08 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.07 |
| LGLV SPDR US LC Low Vol Idx | Reduce -17.9% | 0.17% | −0.06 |
| COP Conocophillips | Sold out | 0.00% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 0.22% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.06 |
| VTWG Vanguard Russell 2000 Growth | Reduce -3.4% | 0.96% | −0.05 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.05 |
| CVX Chevron Corp. | Reduce -6.4% | 0.11% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -30.4% | 0.05% | −0.04 |
| DVN Devon Energy Corp. | Reduce -25.1% | 0.05% | −0.04 |
| TPL Texas Pacific Land Corp. | Reduce -3.5% | 0.07% | −0.04 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -18.0% | 0.09% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -6.8% | 0.05% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -21.9% | 0.04% | −0.02 |
| VALE Vale SA-SP ADR | Sold out | 0.00% | −0.02 |
| SHEL Shell PLC-ADR | Reduce -15.6% | 0.05% | −0.02 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -9.9% | 0.06% | −0.02 |
| VICTORY PORTFOLIOS II | Reduce -10.9% | 0.11% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -17.4% | 0.05% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -21.4% | 0.07% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -13.1% | 0.06% | −0.01 |
| SUB iShares Short-Term National | Reduce -0.2% | 0.08% | −0.01 |
| ABT Abbott Laboratories | Reduce -0.1% | 0.10% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -3.2% | 0.07% | −0.01 |
| KO The Coca-Cola Co. | Reduce -1.0% | 0.06% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.1% | 0.15% | −0.01 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -4.5% | 0.04% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -5.3% | 0.06% | −0.01 |
| MFG Mizuho Financial Group-ADR | Reduce -7.0% | 0.02% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.3% | 0.10% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +94.9% | 12.15% | +5.75 |
| IDEV iShares Core MSCI Dev MKTS | Add +16.9% | 8.90% | +1.04 |
| IJR iShares Core S&P Small-Cap E | Add +61.3% | 2.23% | +0.72 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +18.4% | 2.42% | +0.45 |
| VWO Vanguard Ftse Emerging Marke | Add +13.8% | 5.11% | +0.42 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +47.0% | 1.73% | +0.42 |
| VIOV Vanguard S&P Small-Cap 600 V | Add +43.5% | 1.73% | +0.38 |
| BTC Grayscale Bitcoin Mini ETF | Add +57.0% | 0.83% | +0.37 |
| MSFT Microsoft Corp. | Add +38.3% | 0.88% | +0.33 |
| NVDA Nvidia Corp. | Add +12.6% | 0.78% | +0.24 |
| PLTR Palantir Technologies Inc. Class A | Add +6.4% | 0.58% | +0.20 |
| USHY iShares Broad Usd High Yield | Add +47.2% | 0.55% | +0.13 |
| AMZN Amazon.com Inc. | Add +40.5% | 0.41% | +0.12 |
| VIOG Vanguard S&P SM Cap 600 GRW | New | 0.11% | +0.11 |
| AVGO Broadcom Inc. | Add +27.4% | 0.22% | +0.10 |
| TSLA Tesla Inc. | Add +125.9% | 0.16% | +0.10 |
| META Meta Platforms Inc. Class A | Add +20.3% | 0.29% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +37.0% | 0.19% | +0.07 |
| COF Capital One Financial Corp. | New | 0.07% | +0.07 |
| CEG Constellation Energy | New | 0.06% | +0.06 |
| INTU Intuit Inc. | New | 0.06% | +0.06 |
| SYF Synchrony Financial | New | 0.05% | +0.05 |
| UL Unilever PLC | New | 0.05% | +0.05 |
| GS Goldman Sachs Group Inc. | New | 0.05% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.05% | +0.05 |
| IBN Icici Bank Ltd.-Spon ADR | New | 0.05% | +0.05 |
| PM Philip Morris International | New | 0.05% | +0.05 |
| TRV The Travelers Cos Inc. | New | 0.05% | +0.05 |
| BITB Bitwise Bitcoin ETF | New | 0.04% | +0.04 |
| SCHG Schwab US Large-Cap Growth | New | 0.04% | +0.04 |
| NOW ServiceNow Inc. | New | 0.04% | +0.04 |
| TD Toronto-Dominion Bank | New | 0.04% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +17.1% | 2.91% | +0.04 |
| AXON Axon Enterprise Inc. | New | 0.04% | +0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.04% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | New | 0.04% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +12.6% | 0.35% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +17.9% | 0.24% | +0.04 |
| NFLX Netflix Inc. | Add +13.9% | 0.11% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +9.1% | 0.42% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +3.3% | 0.28% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +8.2% | 0.18% | +0.02 |
| C Citigroup Inc. | Add +17.7% | 0.07% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +27.2% | 0.06% | +0.01 |
| RY Royal Bank of Canada | Add +16.1% | 0.06% | +0.01 |
| SAN Banco Santander SA-Spon ADR | Add +16.2% | 0.04% | +0.01 |
| BAC Bank of America Corp. | Add +8.6% | 0.10% | +0.01 |
| NVS Novartis AG-Sponsored ADR | Add +17.1% | 0.07% | +0.01 |
| BX Blackstone Inc. | Add +21.0% | 0.05% | +0.01 |
| HIG Hartford Insurance Group Inc. | Add +22.5% | 0.05% | +0.00 |
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 |