Riversedge Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Riversedge Advisors, LLC reported 216 stock positions worth $617.7 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 11.9% of the portfolio, followed by iShares Core MSCI Dev MKTS (IDEV, 8.5%) and Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 7.1%). Compared with Q4 2025, it opened 38 new positions, sold out of 36, added to 99 and reduced 68. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +571%) and the biggest sale Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- Wilmington, DE
- CIK
- 0001787663
- Portfolio Value
- $617.7M (Q1 2026)
- SEC Filing
- 0002085853-26-000385 ↗ filed Apr 16, 2026
Holdings Value
Holdings 216 stocks · $617.7M
| VTV Vanguard Mrngstr Val ETF-Aui | 11.91% | 375,036 | $73.6M | Add +571.4% |
| IDEV iShares Core MSCI Dev MKTS | 8.50% | 628,470 | $52.5M | Reduce -7.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 7.14% | 147,593 | $44.1M | Reduce -44.1% |
| BND Vanguard Total Bond Market | 6.61% | 554,605 | $40.8M | Reduce -17.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.24% | 330,316 | $32.3M | Reduce -3.2% |
| SCHF Schwab Intl Equity ETF | 4.37% | 1,089,602 | $27.0M | Reduce -1.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 4.20% | 458,387 | $25.9M | Reduce -1.6% |
| AAPL Apple Inc. | 3.80% | 92,530 | $23.5M | Reduce -1.9% |
| VWO Vanguard Ftse Emerging Marke | 3.34% | 381,766 | $20.6M | Reduce -22.7% |
| VEA Vanguard Ftse Developed ETF | 2.83% | 272,425 | $17.5M | Reduce -0.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.67% | 330,131 | $16.5M | Add +1.9% |
| IEFA iShares Core MSCI Eafe ETF | 2.50% | 170,734 | $15.5M | Reduce -2.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.18% | 30,792 | $13.4M | Add +3.1% |
| JBND JPMorgan Active Bond ETF | 1.93% | 221,434 | $11.9M | New |
| BTC Grayscale Bitcoin Mini ETF | 1.80% | 370,049 | $11.1M | Add +88.2% |
| VIOV Vanguard S&P Small-Cap 600 V | 1.65% | 100,236 | $10.2M | Reduce -1.3% |
| IJR iShares Core S&P Small-Cap E | 1.35% | 67,078 | $8.3M | Reduce -52.6% |
| RSP Invesco S&P 500 Equal Weight | 1.34% | 43,282 | $8.3M | Reduce -71.5% |
| AVEM Avantis Emerging Markets Eq | 1.08% | 82,771 | $6.7M | New |
| RAAX Vaneck Real Assets ETF | 1.05% | 159,702 | $6.5M | New |
| BNDX Vanguard Total Intl Bond ETF | 1.04% | 134,062 | $6.4M | Reduce -29.9% |
| FESM Fidelity Enhanced Small Cap | 1.04% | 169,186 | $6.4M | New |
| NVDA Nvidia Corp. | 1.01% | 35,650 | $6.2M | Add +2.7% |
| IVLU iShares MSCI International V | 0.96% | 150,014 | $6.0M | New |
| VTWG Vanguard Russell 2000 Growth | 0.82% | 22,236 | $5.1M | Reduce -1.8% |
| SPEM State Street SP PTF Em ETF | 0.81% | 106,246 | $5.0M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.61% | 13,058 | $3.8M | Add +0.8% |
| MSFT Microsoft Corp. | 0.59% | 9,787 | $3.6M | Reduce -10.6% |
| AMZN Amazon.com Inc. | 0.56% | 16,707 | $3.5M | Add +28.1% |
| PLTR Palantir Technologies Inc. Class A | 0.53% | 22,522 | $3.3M | Add +0.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.52% | 10,697 | $3.2M | Reduce -4.3% |
| JPIB JPMorgan Intl BND ETF | 0.47% | 60,149 | $2.9M | New |
| GOOG Alphabet Inc. Class C | 0.43% | 9,276 | $2.7M | Reduce -0.6% |
| SCHV Schwab US Large-Cap Value | 0.39% | 79,585 | $2.4M | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 0.35% | 3,291 | $2.1M | Reduce -4.5% |
| AVGO Broadcom Inc. | 0.31% | 6,266 | $1.9M | Add +10.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.31% | 8,701 | $1.9M | Reduce -3.3% |
| USHY iShares Broad Usd High Yield | 0.29% | 49,178 | $1.8M | Reduce -33.6% |
| TSLA Tesla Inc. | 0.29% | 4,860 | $1.8M | Add +34.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 4,862 | $1.6M | Add +4.7% |
| IBIT iShares Bitcoin Trust ETF | 0.26% | 42,356 | $1.6M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.24% | 6,006 | $1.5M | Add +1.0% |
| IVW iShares S&P 500 Growth ETF | 0.23% | 12,827 | $1.5M | Reduce -1.8% |
| MUB iShares National Muni Bond E | 0.23% | 13,189 | $1.4M | Reduce -11.5% |
| VGT Vanguard Info Tech ETF | 0.23% | 2,001 | $1.4M | No change |
| COST Costco Wholesale Corp. | 0.22% | 1,358 | $1.4M | Add +49.7% |
| META Meta Platforms Inc. Class A | 0.22% | 2,331 | $1.3M | Add +4.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 2,762 | $1.3M | Reduce -11.2% |
| FTMH FR Muni High Yield ETF | 0.21% | 114,093 | $1.3M | New |
| IWO iShares Russell 2000 Growth | 0.18% | 3,557 | $1.1M | No change |
| CVX Chevron Corp. | 0.18% | 5,335 | $1.1M | Add +27.1% |
| XOM Exxon Mobil Corp. | 0.18% | 6,419 | $1.1M | Add +28.2% |
| FLHY Franklin High Yield Corporat | 0.17% | 44,345 | $1.1M | New |
| MCO Moody's Corp. | 0.17% | 2,367 | $1.0M | Add +16.0% |
| BMY Bristol-Myers Squibb Co. | 0.17% | 16,987 | $1.0M | Add +8.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 3,164 | $1.0M | Reduce -4.2% |
| ABBV Abbvie Inc. | 0.16% | 4,601 | $1.0M | Reduce -2.7% |
| JPM JPMorgan Chase & Co. | 0.16% | 3,337 | $982K | Reduce -11.8% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.16% | 7,803 | $971K | Add +22.1% |
| XLF SS Financial Select Sector | 0.14% | 17,398 | $859K | No change |
| WMT Walmart Inc. | 0.14% | 6,899 | $857K | Add +9.8% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.14% | 34,077 | $845K | Reduce -10.5% |
| MRK Merck & Co. Inc. | 0.13% | 6,525 | $785K | Add +5.0% |
| MU Micron Technology Inc. | 0.13% | 2,303 | $778K | Add +1.2% |
| VOO Vanguard S&P 500 ETF | 0.12% | 1,288 | $770K | Reduce -17.1% |
| LLY Eli Lilly & Co. | 0.12% | 823 | $757K | Add +10.0% |
| VXUS Vanguard Total Intl Stock | 0.12% | 9,816 | $757K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.12% | 565 | $746K | Add +7.8% |
| MCD McDonald's Corp. | 0.12% | 2,290 | $712K | Add +6.0% |
| LGLV SPDR US LC Low Vol Idx | 0.11% | 3,887 | $692K | Reduce -0.9% |
| V Visa Inc. Class A | 0.11% | 2,178 | $658K | Add +28.7% |
| C Citigroup Inc. | 0.11% | 5,781 | $656K | Reduce -1.0% |
| DVN Devon Energy Corp. | 0.10% | 11,972 | $602K | Add +2.5% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.10% | 7,226 | $596K | Add +2.2% |
| LRCX Lam Research Corp. | 0.10% | 2,752 | $588K | Add +10.8% |
| EXPE Expedia Group Inc. | 0.09% | 2,481 | $573K | Add +2.2% |
| BABA Alibaba Group Holding-SP ADR | 0.09% | 4,374 | $549K | Add +3.9% |
| AZN Astrazeneca PLC | 0.09% | 2,763 | $545K | Add +1.5% |
| CB Chubb Ltd. | 0.09% | 1,670 | $544K | Reduce -3.4% |
| LECO Lincoln Electric Holdings | 0.09% | 2,144 | $534K | Add +0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 3,318 | $530K | Add +6.5% |
| NVS Novartis AG-Sponsored ADR | 0.09% | 3,458 | $528K | Add +2.6% |
| NFLX Netflix Inc. | 0.09% | 5,461 | $525K | Add +22.6% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 1,841 | $522K | Add +7.2% |
| FDX FedEx Corp. | 0.08% | 1,456 | $519K | Add +2.8% |
| FIX Comfort Systems USA Inc. | 0.08% | 370 | $510K | Add +0.5% |
| TPL Texas Pacific Land Corp. | 0.08% | 1,067 | $506K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 10,226 | $499K | Reduce -20.4% |
| EIX Edison International | 0.08% | 6,788 | $497K | Add +3.5% |
| PCG P G & E Corp. | 0.08% | 27,692 | $487K | Add +25.2% |
| LMT Lockheed Martin Corp. | 0.08% | 780 | $471K | Add +1.0% |
| FTI Technipfmc PLC | 0.08% | 6,798 | $470K | Add +0.5% |
| SHM SS SPDR N Ice St Muni ETF | 0.08% | 9,707 | $464K | Reduce -0.3% |
| ABT Abbott Laboratories | 0.07% | 4,453 | $457K | Add +19.8% |
| HCA HCA Healthcare Inc. | 0.07% | 961 | $455K | Add +1.3% |
| ISRG Intuitive Surgical Inc. | 0.07% | 985 | $454K | Add +9.3% |
| SHEL Shell PLC-ADR | 0.07% | 4,881 | $454K | Add +2.8% |
| TRV The Travelers Cos Inc. | 0.07% | 1,545 | $451K | Reduce -0.5% |
| GEV GE Vernova Inc. | 0.07% | 510 | $445K | Add +35.6% |
| T AT&T Inc. | 0.07% | 15,298 | $443K | Add +12.1% |
Portfolio Sells Q4 2025 → Q1 2026
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -44.1% | 7.14% | −6.37 |
| RSP Invesco S&P 500 Equal Weight | Reduce -71.5% | 1.34% | −3.39 |
| BND Vanguard Total Bond Market | Reduce -17.2% | 6.61% | −1.46 |
| IJR iShares Core S&P Small-Cap E | Reduce -52.6% | 1.35% | −1.41 |
| VWO Vanguard Ftse Emerging Marke | Reduce -22.7% | 3.34% | −0.98 |
| GDLC Grayscale Coindesk 5 ETF | Sold out | 0.00% | −0.75 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -3.2% | 5.24% | −0.68 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -7.5% | 8.50% | −0.61 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -29.9% | 1.04% | −0.46 |
| AAPL Apple Inc. | Reduce -1.9% | 3.80% | −0.37 |
| MSFT Microsoft Corp. | Reduce -10.6% | 0.59% | −0.27 |
| HYD Vaneck High Yield Muni ETF | Sold out | 0.00% | −0.20 |
| USHY iShares Broad Usd High Yield | Reduce -33.6% | 0.29% | −0.16 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -1.6% | 4.20% | −0.10 |
| VICTORY PORTFOLIOS II | Sold out | 0.00% | −0.10 |
| IBIT iShares Bitcoin Trust ETF | Reduce -1.4% | 0.26% | −0.08 |
| COF Capital One Financial Corp. | Reduce -44.3% | 0.05% | −0.07 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.06 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.05 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.05 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.05 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.05 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.05 |
| GDXJ Vaneck Junior Gold Miners | Sold out | 0.00% | −0.05 |
| RING iShares MSCI Global Gold Min | Sold out | 0.00% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -0.6% | 0.43% | −0.05 |
| PEP Pepsico Inc. | Reduce -54.5% | 0.04% | −0.05 |
| VTWG Vanguard Russell 2000 Growth | Reduce -1.8% | 0.82% | −0.04 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.04 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.04 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.04 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.04 |
| UL Unilever PLC-Sponsored ADR | Sold out | 0.00% | −0.04 |
| LYFT LYFT Inc. Class A | Sold out | 0.00% | −0.04 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.2% | 0.21% | −0.04 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -11.8% | 0.16% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.3% | 2.50% | −0.04 |
| BITB Bitwise Bitcoin ETF | Sold out | 0.00% | −0.04 |
| UBS UBS Group AG-Reg | Sold out | 0.00% | −0.04 |
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −0.04 |
| IT Gartner Inc. | Sold out | 0.00% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -4.5% | 0.35% | −0.04 |
| AXP American Express Co. | Sold out | 0.00% | −0.04 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.04 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.04 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| VTV Vanguard Mrngstr Val ETF-Aui | Add +571.4% | 11.91% | +10.18 |
| JBND JPMorgan Active Bond ETF | New | 1.93% | +1.93 |
| AVEM Avantis Emerging Markets Eq | New | 1.08% | +1.08 |
| RAAX Vaneck Real Assets ETF | New | 1.05% | +1.05 |
| FESM Fidelity Enhanced Small Cap | New | 1.04% | +1.04 |
| IVLU iShares MSCI International V | New | 0.96% | +0.96 |
| BTC Grayscale Bitcoin Mini ETF | Add +88.2% | 1.80% | +0.56 |
| JPIB JPMorgan Intl BND ETF | New | 0.47% | +0.47 |
| FTMH FR Muni High Yield ETF | New | 0.21% | +0.21 |
| FLHY Franklin High Yield Corporat | New | 0.17% | +0.17 |
| COST Costco Wholesale Corp. | Add +49.7% | 0.22% | +0.09 |
| XOM Exxon Mobil Corp. | Add +28.2% | 0.18% | +0.08 |
| CVX Chevron Corp. | Add +27.1% | 0.18% | +0.07 |
| AMZN Amazon.com Inc. | Add +28.1% | 0.56% | +0.07 |
| VZ Verizon Communications Inc. | New | 0.07% | +0.07 |
| PG The Procter & Gamble Co. | New | 0.07% | +0.07 |
| CIEN Ciena Corp. | New | 0.05% | +0.05 |
| MRSH Marsh & McLennan Cos | New | 0.05% | +0.05 |
| LIN Linde PLC | New | 0.05% | +0.05 |
| CI The Cigna Group | New | 0.04% | +0.04 |
| EME Emcor Group Inc. | New | 0.04% | +0.04 |
| CRM Salesforce Inc. | New | 0.04% | +0.04 |
| OMC Omnicom Group | New | 0.04% | +0.04 |
| KLAC KLA Corp. | New | 0.04% | +0.04 |
| FCX Freeport-McMoran Inc. | New | 0.04% | +0.04 |
| JNJ Johnson & Johnson | Add +1.0% | 0.24% | +0.04 |
| PNFP Pinnacle Financial Partners | New | 0.04% | +0.04 |
| ENB Enbridge Inc. | New | 0.04% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.7% | 0.27% | +0.04 |
| EQIX Equinix Inc. | New | 0.04% | +0.04 |
| MPC Marathon Petroleum Corp. | New | 0.04% | +0.04 |
| BP BP PLC-Spons ADR | New | 0.04% | +0.04 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.04% | +0.04 |
| SLB SLB Ltd. | New | 0.03% | +0.03 |
| AMD Advanced Micro Devices | New | 0.03% | +0.03 |
| KMI Kinder Morgan Inc. | New | 0.03% | +0.03 |
| RTX RTX Corp. | New | 0.03% | +0.03 |
| HON Honeywell International Inc. | New | 0.03% | +0.03 |
| ROST Ross Stores Inc. | New | 0.03% | +0.03 |
| TER Teradyne Inc. | New | 0.03% | +0.03 |
| UBER Uber Technologies Inc. | New | 0.03% | +0.03 |
| NBIX Neurocrine Biosciences Inc. | New | 0.03% | +0.03 |
| STT State Street Corp. | New | 0.03% | +0.03 |
| GSK GSK PLC-Spon ADR | New | 0.03% | +0.03 |
| STLD Steel Dynamics Inc. | New | 0.03% | +0.03 |
| GILD Gilead Sciences Inc. | New | 0.03% | +0.03 |
| GEV GE Vernova Inc. | Add +35.6% | 0.07% | +0.03 |
| VIOG Vanguard S&P SM Cap 600 GRW | Add +22.1% | 0.16% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +8.8% | 0.17% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +7.8% | 0.12% | +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 |