Riversedge Advisors, LLC

Name: RIVERSEDGE ADVISORS, LLC 13F holdings, Q2 2025
Creator: RIVERSEDGE ADVISORS, LLC
Published: 2025-07-09

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
GS Goldman Sachs Group Inc.	0.05%	365	$258K	New
DVN Devon Energy Corp.	0.05%	7,962	$253K	Reduce -25.1%
ORLY O'reilly Automotive Inc.	0.05%	2,797	$252K	Add +0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.05%	884	$247K	New
IBN Icici Bank Ltd.-Spon ADR	0.05%	7,309	$246K	New
PM Philip Morris International	0.05%	1,327	$242K	New
TRV The Travelers Cos Inc.	0.05%	884	$236K	New
BMY Bristol-Myers Squibb Co.	0.05%	5,066	$235K	Reduce -6.8%
BITB Bitwise Bitcoin ETF	0.04%	3,925	$230K	New
LIN Linde PLC	0.04%	488	$229K	Add +1.0%
LLY Eli Lilly & Co.	0.04%	293	$228K	Reduce -21.9%
ADBE Adobe Inc.	0.04%	578	$224K	Add +7.2%
SCHG Schwab US Large-Cap Growth	0.04%	7,616	$222K	New
MUFG Mitsubishi Ufj Finl-Spon ADR	0.04%	16,073	$221K	Add +12.9%
NOW ServiceNow Inc.	0.04%	214	$220K	New
TD Toronto-Dominion Bank	0.04%	2,994	$220K	New
AXON Axon Enterprise Inc.	0.04%	257	$213K	New
SAN Banco Santander SA-Spon ADR	0.04%	25,499	$212K	Add +16.2%
VOT Vngrd Mrngstr MC GRW ETF-Usd	0.04%	741	$211K	New
TM Toyota Motor Corp. -Spon ADR	0.04%	1,208	$208K	Reduce -4.5%
GPC Genuine Parts Co.	0.04%	1,688	$205K	No change
VIG Vanguard Dividend Apprec ETF	0.04%	979	$200K	New
LYG Lloyds Banking Group PLC-ADR	0.02%	25,680	$109K	Add +10.5%
MFG Mizuho Financial Group-ADR	0.02%	16,962	$94K	Reduce -7.0%
BBD Banco Bradesco-ADR	0.02%	27,901	$86K	Add +13.5%
ABEV Ambev SA-ADR	0.01%	20,950	$50K	Add +8.0%

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