Riversedge Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 7, 2026), Riversedge Advisors, LLC reported 214 stock positions worth $615.0 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 13.5% of the portfolio, followed by iShares Core MSCI Dev MKTS (IDEV, 9.1%) and Vanguard Total Bond Market (BND, 8.1%). Compared with Q3 2025, it opened 40 new positions, sold out of 24, added to 107 and reduced 60. The biggest buy was Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares +14%) and the biggest sale an exit from Schwab US Large-Cap ETF (SCHX).
- Most Recent 13F
- Q2 2026
- Location
- Wilmington, DE
- CIK
- 0001787663
- Portfolio Value
- $615.0M (Q4 2025)
- SEC Filing
- 0002085853-26-000017 ↗ filed Jan 7, 2026
Holdings Value
Holdings 214 stocks · $615.0M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 13.51% | 263,959 | $83.1M | Add +14.0% |
| IDEV iShares Core MSCI Dev MKTS | 9.12% | 679,736 | $56.1M | Add +6.7% |
| BND Vanguard Total Bond Market | 8.07% | 669,857 | $49.6M | Add +11.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.92% | 341,218 | $36.4M | Reduce -1.5% |
| RSP Invesco S&P 500 Equal Weight | 4.73% | 151,988 | $29.1M | Add +10.8% |
| SCHF Schwab Intl Equity ETF | 4.32% | 1,106,210 | $26.6M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 4.32% | 493,816 | $26.5M | Reduce -7.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 4.30% | 465,712 | $26.5M | Reduce -3.4% |
| AAPL Apple Inc. | 4.17% | 94,290 | $25.6M | Add +2.2% |
| VEA Vanguard Ftse Developed ETF | 2.77% | 273,119 | $17.1M | Reduce -3.7% |
| IJR iShares Core S&P Small-Cap E | 2.76% | 141,414 | $17.0M | Add +22.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.65% | 323,987 | $16.3M | Add +0.7% |
| IEFA iShares Core MSCI Eafe ETF | 2.54% | 174,716 | $15.6M | Reduce -19.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.37% | 29,862 | $14.6M | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.73% | 55,862 | $10.7M | Add +1.6% |
| VIOV Vanguard S&P Small-Cap 600 V | 1.61% | 101,526 | $9.9M | Reduce -2.3% |
| BNDX Vanguard Total Intl Bond ETF | 1.50% | 191,282 | $9.2M | Add +7.5% |
| BTC Grayscale Bitcoin Mini ETF | 1.24% | 196,580 | $7.6M | Reduce -13.1% |
| NVDA Nvidia Corp. | 1.05% | 34,713 | $6.5M | Add +6.7% |
| VTWG Vanguard Russell 2000 Growth | 0.87% | 22,652 | $5.3M | Reduce -3.3% |
| MSFT Microsoft Corp. | 0.86% | 10,946 | $5.3M | Reduce -4.8% |
| SPEM State Street SP PTF Em ETF | 0.82% | 107,591 | $5.0M | Reduce -1.5% |
| GDLC Grayscale Coindesk 5 ETF | 0.75% | 112,313 | $4.6M | New |
| GOOGL Alphabet Inc. Class A | 0.66% | 12,958 | $4.1M | Add +9.4% |
| PLTR Palantir Technologies Inc. Class A | 0.65% | 22,411 | $4.0M | Reduce -1.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.55% | 11,179 | $3.4M | Reduce -5.1% |
| AMZN Amazon.com Inc. | 0.49% | 13,042 | $3.0M | Add +6.6% |
| GOOG Alphabet Inc. Class C | 0.48% | 9,333 | $2.9M | Add +6.8% |
| USHY iShares Broad Usd High Yield | 0.45% | 74,048 | $2.8M | Reduce -5.6% |
| IVV iShares Core S&P 500 ETF | 0.38% | 3,447 | $2.4M | Reduce -0.1% |
| SCHV Schwab US Large-Cap Value | 0.38% | 79,239 | $2.3M | Add +0.5% |
| IBIT iShares Bitcoin Trust ETF | 0.35% | 42,951 | $2.1M | Reduce -18.9% |
| AVGO Broadcom Inc. | 0.32% | 5,659 | $2.0M | Add +5.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.31% | 8,993 | $1.9M | Reduce -7.5% |
| TSLA Tesla Inc. | 0.27% | 3,626 | $1.6M | Add +3.6% |
| IVW iShares S&P 500 Growth ETF | 0.26% | 13,065 | $1.6M | Reduce -0.6% |
| MUB iShares National Muni Bond E | 0.26% | 14,902 | $1.6M | Reduce -6.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 3,111 | $1.6M | Add +10.1% |
| VGT Vanguard Info Tech ETF | 0.25% | 2,001 | $1.5M | Reduce -1.4% |
| META Meta Platforms Inc. Class A | 0.24% | 2,231 | $1.5M | Reduce -15.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 4,643 | $1.4M | Add +2.1% |
| HYD Vaneck High Yield Muni ETF | 0.20% | 24,657 | $1.3M | Reduce -6.3% |
| JNJ Johnson & Johnson | 0.20% | 5,945 | $1.2M | Add +13.6% |
| JPM JPMorgan Chase & Co. | 0.20% | 3,783 | $1.2M | Reduce -8.2% |
| IWO iShares Russell 2000 Growth | 0.19% | 3,557 | $1.1M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 3,303 | $1.1M | Add +0.1% |
| ABBV Abbvie Inc. | 0.18% | 4,729 | $1.1M | Add +4.4% |
| MCO Moody's Corp. | 0.17% | 2,041 | $1.0M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 0.16% | 1,553 | $974K | Reduce -18.7% |
| XLF SS Financial Select Sector | 0.15% | 17,398 | $953K | No change |
| HYMB SS SPDR N Ice HY Muni ETF | 0.15% | 38,064 | $949K | Reduce -2.4% |
| BMY Bristol-Myers Squibb Co. | 0.14% | 15,606 | $842K | Add +91.0% |
| LLY Eli Lilly & Co. | 0.13% | 748 | $804K | Add +58.5% |
| COST Costco Wholesale Corp. | 0.13% | 907 | $782K | Reduce -14.6% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.13% | 6,389 | $775K | Reduce -3.2% |
| COF Capital One Financial Corp. | 0.12% | 3,105 | $753K | Add +19.6% |
| VXUS Vanguard Total Intl Stock | 0.12% | 9,816 | $741K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 12,854 | $707K | Add +3.3% |
| WMT Walmart Inc. | 0.11% | 6,283 | $700K | Add +22.4% |
| LGLV SPDR US LC Low Vol Idx | 0.11% | 3,924 | $689K | Reduce -3.9% |
| EXPE Expedia Group Inc. | 0.11% | 2,427 | $688K | Add +8.9% |
| C Citigroup Inc. | 0.11% | 5,840 | $681K | Add +13.8% |
| MCD McDonald's Corp. | 0.11% | 2,161 | $660K | Reduce -6.8% |
| MRK Merck & Co. Inc. | 0.11% | 6,212 | $654K | Add +6.4% |
| MU Micron Technology Inc. | 0.11% | 2,275 | $649K | Add +13.6% |
| CVX Chevron Corp. | 0.10% | 4,199 | $640K | Reduce -8.2% |
| BABA Alibaba Group Holding-SP ADR | 0.10% | 4,209 | $617K | Add +5.2% |
| XOM Exxon Mobil Corp. | 0.10% | 5,007 | $603K | Add +17.0% |
| VICTORY PORTFOLIOS II | 0.10% | 11,034 | $596K | Reduce -3.2% |
| V Visa Inc. Class A | 0.10% | 1,692 | $593K | Reduce -19.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.09% | 524 | $561K | Add +23.9% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.09% | 7,072 | $556K | Reduce -2.1% |
| PEP Pepsico Inc. | 0.09% | 3,796 | $545K | Add +52.0% |
| CB Chubb Ltd. | 0.09% | 1,729 | $540K | Add +65.6% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 1,717 | $529K | Add +24.8% |
| LECO Lincoln Electric Holdings | 0.08% | 2,136 | $512K | Add +8.0% |
| ISRG Intuitive Surgical Inc. | 0.08% | 901 | $510K | Add +1.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.08% | 5,446 | $501K | Add +11.6% |
| HD Home Depot Inc. | 0.08% | 1,419 | $488K | Reduce -7.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 3,114 | $478K | Add +104.2% |
| SYF Synchrony Financial | 0.08% | 5,624 | $469K | Add +2.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.08% | 9,731 | $467K | Reduce -0.5% |
| ABT Abbott Laboratories | 0.08% | 3,716 | $466K | Reduce -1.0% |
| NVS Novartis AG-Sponsored ADR | 0.08% | 3,371 | $465K | Add +6.3% |
| TRV The Travelers Cos Inc. | 0.07% | 1,552 | $450K | Add +10.8% |
| RY Royal Bank of Canada | 0.07% | 2,637 | $450K | Add +6.3% |
| HCA HCA Healthcare Inc. | 0.07% | 949 | $443K | Add +38.5% |
| MLI Mueller Industries Inc. | 0.07% | 3,806 | $437K | Add +17.4% |
| INTC Intel Corp. | 0.07% | 11,834 | $437K | Add +4.8% |
| DVN Devon Energy Corp. | 0.07% | 11,686 | $428K | Reduce -0.4% |
| LRCX Lam Research Corp. | 0.07% | 2,484 | $425K | Add +14.9% |
| MA Mastercard Inc. Class A | 0.07% | 743 | $424K | Reduce -28.1% |
| CNC Centene Corp. | 0.07% | 10,272 | $423K | New |
| NFLX Netflix Inc. | 0.07% | 4,455 | $418K | Reduce -3.4% |
| UNH Unitedhealth Group Inc. | 0.07% | 1,242 | $410K | Add +9.4% |
| FDX FedEx Corp. | 0.07% | 1,417 | $409K | Add +30.1% |
| NOW ServiceNow Inc. | 0.07% | 2,646 | $405K | Add +91.7% |
| BKNG Booking Holdings Inc. | 0.07% | 75 | $402K | Add +70.5% |
| GS Goldman Sachs Group Inc. | 0.06% | 453 | $398K | Reduce -4.0% |
| SUB iShares Short-Term National | 0.06% | 3,703 | $395K | Reduce -17.6% |
Portfolio Sells Q3 2025 → Q4 2025
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −1.99 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.73 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -13.1% | 1.24% | −0.68 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -19.4% | 2.54% | −0.63 |
| VWO Vanguard Ftse Emerging Marke | Reduce -7.7% | 4.32% | −0.54 |
| ETH Grayscale Ethereum Staking M | Sold out | 0.00% | −0.24 |
| IBIT iShares Bitcoin Trust ETF | Reduce -18.9% | 0.35% | −0.23 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -3.4% | 4.30% | −0.17 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.5% | 5.92% | −0.15 |
| MSFT Microsoft Corp. | Reduce -4.8% | 0.86% | −0.14 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.10 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -15.2% | 0.24% | −0.08 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.7% | 2.77% | −0.07 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.06 |
| LIN Linde PLC | Sold out | 0.00% | −0.06 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.06 |
| VTWG Vanguard Russell 2000 Growth | Reduce -3.3% | 0.87% | −0.05 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.5% | 0.65% | −0.05 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.05 |
| USHY iShares Broad Usd High Yield | Reduce -5.6% | 0.45% | −0.05 |
| VIOV Vanguard S&P Small-Cap 600 V | Reduce -2.3% | 1.61% | −0.04 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Reduce -46.7% | 0.05% | −0.04 |
| VRSN Verisign Inc. | Sold out | 0.00% | −0.04 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.04 |
| TPR Tapestry Inc. | Sold out | 0.00% | −0.04 |
| EG Everest Group Ltd. | Sold out | 0.00% | −0.04 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -5.1% | 0.55% | −0.04 |
| SPEM State Street SP PTF Em ETF | Reduce -1.5% | 0.82% | −0.04 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -18.7% | 0.16% | −0.04 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -14.6% | 0.13% | −0.04 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.04 |
| ALNY Alnylam Pharmaceuticals Inc. | Sold out | 0.00% | −0.04 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.04 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.1% | 2.37% | −0.03 |
| EXR Extra Space Storage Inc. | Sold out | 0.00% | −0.03 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.03 |
| ORCL Oracle Corp. | Reduce -7.5% | 0.05% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -7.5% | 0.31% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -28.1% | 0.07% | −0.03 |
| HD Home Depot Inc. | Reduce -7.6% | 0.08% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -6.5% | 0.26% | −0.02 |
| NFLX Netflix Inc. | Reduce -3.4% | 0.07% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -38.8% | 0.03% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +14.0% | 13.51% | +1.57 |
| GDLC Grayscale Coindesk 5 ETF | New | 0.75% | +0.75 |
| IDEV iShares Core MSCI Dev MKTS | Add +6.7% | 9.12% | +0.55 |
| BND Vanguard Total Bond Market | Add +11.1% | 8.07% | +0.55 |
| IJR iShares Core S&P Small-Cap E | Add +22.3% | 2.76% | +0.46 |
| RSP Invesco S&P 500 Equal Weight | Add +10.8% | 4.73% | +0.37 |
| AAPL Apple Inc. | Add +2.2% | 4.17% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +9.4% | 0.66% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +6.8% | 0.48% | +0.12 |
| BMY Bristol-Myers Squibb Co. | Add +91.0% | 0.14% | +0.08 |
| LLY Eli Lilly & Co. | Add +58.5% | 0.13% | +0.07 |
| CNC Centene Corp. | New | 0.07% | +0.07 |
| EIX Edison International | New | 0.06% | +0.06 |
| LMT Lockheed Martin Corp. | New | 0.06% | +0.06 |
| ZM Zoom Communications Inc. | New | 0.06% | +0.06 |
| TEAM Atlassian Corp. Class A | New | 0.06% | +0.06 |
| USB US Bancorp | New | 0.06% | +0.06 |
| ACN Accenture PLC Class A | New | 0.05% | +0.05 |
| MU Micron Technology Inc. | Add +13.6% | 0.11% | +0.05 |
| NTRA Natera Inc. | New | 0.05% | +0.05 |
| REGN Regeneron Pharmaceuticals | New | 0.05% | +0.05 |
| DAL Delta Air Lines Inc. | New | 0.05% | +0.05 |
| CMG Chipotle Mexican Grill Inc. | New | 0.04% | +0.04 |
| PLD Prologis Inc. | New | 0.04% | +0.04 |
| TJX TJX Companies Inc. | Add +104.2% | 0.08% | +0.04 |
| DHR Danaher Corp. | New | 0.04% | +0.04 |
| AMZN Amazon.com Inc. | Add +6.6% | 0.49% | +0.04 |
| SNDK Sandisk Corp. | New | 0.04% | +0.04 |
| DIS The Walt Disney Co. | New | 0.04% | +0.04 |
| CB Chubb Ltd. | Add +65.6% | 0.09% | +0.04 |
| GLTR Abrdn Precious Metals Basket | New | 0.04% | +0.04 |
| IBM Intl Business Machines Corp. | New | 0.04% | +0.04 |
| CMI Cummins Inc. | New | 0.04% | +0.04 |
| JNJ Johnson & Johnson | Add +13.6% | 0.20% | +0.04 |
| BHP BHP Group Ltd.-Spon ADR | New | 0.04% | +0.04 |
| BIIB Biogen Inc. | New | 0.04% | +0.04 |
| HAL Halliburton Co. | New | 0.04% | +0.04 |
| BTI British American Tob-SP ADR | New | 0.04% | +0.04 |
| COP Conocophillips | New | 0.04% | +0.04 |
| IT Gartner Inc. | New | 0.04% | +0.04 |
| SHOP Shopify Inc. Class A | New | 0.04% | +0.04 |
| AXP American Express Co. | New | 0.04% | +0.04 |
| NVDA Nvidia Corp. | Add +6.7% | 1.05% | +0.04 |
| ROP Roper Technologies Inc. | New | 0.04% | +0.04 |
| FTNT Fortinet Inc. | New | 0.03% | +0.03 |
| HUBS HubSpot Inc. | New | 0.03% | +0.03 |
| WDC Western Digital Corp. | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | New | 0.03% | +0.03 |
| LDOS Leidos Holdings Inc. | New | 0.03% | +0.03 |
| JBHT Hunt (jb) Transprt SVCS Inc. | New | 0.03% | +0.03 |
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 |