Riversedge Advisors
Wilmington, DEfiles as RIVERSEDGE ADVISORS, LLC
$753m in 315 US stocks at the end of 30 June 2026. The top 10 are 55.9% of the money. It changed about 9.5% of the portfolio this quarter.
Value
$753m
Stocks
315
Top 10 share
55.9%
Turnover
9.5%
What changed this quarter
New
Bought for the first time this quarter.
- SnowflakeSNOW<0.1% of the fund
- Seagate Technology HoldingsSTX<0.1% of the fund
- Waste ConnectionsWCN<0.1% of the fund
- Carpenter TechnologyCRS<0.1% of the fund
- Applied MaterialsAMAT<0.1% of the fund
- General MillsGIS<0.1% of the fund
- Vertex PharmaceuticalsVRTX<0.1% of the fund
- Viking HoldingsVIK<0.1% of the fund
- AonAON<0.1% of the fund
- PNC Financial Services GroupPNC<0.1% of the fund
- Eversource EnergyES<0.1% of the fund
- Wells Fargo & CompanyWFC<0.1% of the fund
- Palo Alto NetworksPANW<0.1% of the fund
- EOG ResourcesEOG<0.1% of the fund
- BoeingBA<0.1% of the fund
- Texas RoadhouseTXRH<0.1% of the fund
- Molina HealthcareMOH<0.1% of the fund
- MID America Apartment CommunitiesMAA<0.1% of the fund
- T-Mobile USTMUS<0.1% of the fund
- EvercoreEVR<0.1% of the fund
- Morgan StanleyMS<0.1% of the fund
- Johnson Controls InternationalJCI<0.1% of the fund
- DraftKingsDKNG<0.1% of the fund
- Take TWO Interactive SoftwareTTWO<0.1% of the fund
- RubrikRBRK<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVTV11.5% of the fund+6%
- Ishares TRIDEV7.8% of the fund+5%
- AppleAAPL5.9% of the fund+66%
- Vanguard BD Index FDSBND5.5% of the fund+2%
- Vanguard Intl Equity Index FVWO3.1% of the fund+3%
- Vanguard MUN BD FDSVTEB2.4% of the fund+6%
- Ishares TRIJR1.4% of the fund+3%
- NvidiaNVDA1.1% of the fund+16%
- Ishares Bitcoin Trust ETFIBIT1.0% of the fund+415%
- Vanguard Charlotte FDSBNDX0.9% of the fund+3%
- Ishares TRIVLU0.9% of the fund+4%
- AlphabetGOOGL0.6% of the fund+4%
- MicrosoftMSFT0.6% of the fund+30%
- Amazon.comAMZN0.6% of the fund+17%
- AlphabetGOOG0.5% of the fund+18%
- Micron TechnologyMU0.4% of the fund+4%
- BroadcomAVGO0.3% of the fund+9%
- TeslaTSLA0.3% of the fund+10%
- Berkshire HathawayBRK-B0.2% of the fund+26%
- JPMorgan ChaseJPM0.2% of the fund+47%
- Meta PlatformsMETA0.2% of the fund+22%
- Johnson & JohnsonJNJ0.2% of the fund+4%
- Eli LillyLLY0.2% of the fund+41%
- Costco WholesaleCOST0.2% of the fund+9%
- Lam ResearchLRCX0.2% of the fund+12%
Cut
Sold some of their stake.
- Spdr Series TrustSPYG5.1% of the fund-2%
- Fidelity Covington TrustFESM1.0% of the fund-6%
- American Centy ETF TRAVEM1.0% of the fund-5%
- Vanguard Scottsdale FDSVTWG0.8% of the fund-2%
- Grayscale Bitcoin Mini TR ETBTC0.5% of the fund-62%
- Taiwan Semiconductor ManufacturingTSM0.3% of the fund-5%
- Ishares TRIVV0.3% of the fund-12%
- Vanguard Index FDSVBR0.3% of the fund-10%
- Ishares TRIVW0.2% of the fund-7%
- Putnam ETF TrustFTMH0.2% of the fund-6%
- IntelINTC0.1% of the fund-28%
- Spdr Series TrustHYMB0.1% of the fund-4%
- SandiskSNDK0.1% of the fund-37%
- WalmartWMT<0.1% of the fund-6%
- Spdr Series TrustLGLV<0.1% of the fund-4%
- Expedia GroupEXPE<0.1% of the fund-6%
- Spdr Series TrustSHM<0.1% of the fund-5%
- AstrazenecaAZN<0.1% of the fund-17%
- Intuitive SurgicalISRG<0.1% of the fund-4%
- PultegroupPHM<0.1% of the fund-11%
- Alibaba Group HldgBABA<0.1% of the fund-14%
- State STR Spdr S&P 500 ETF TSPY<0.1% of the fund-8%
- General DynamicsGD<0.1% of the fund-13%
- Procter & GamblePG<0.1% of the fund-19%
- IsharesIEMG<0.1% of the fund-17%
Sold out
Sold their entire stake.
- IntuitINTU-100%
- SalesforceCRM-100%
- Omnicom GroupOMC-100%
- BPBP-100%
- ShopifySHOP-100%
- SLB LimitedSLB-100%
- ServiceNowNOW-100%
- Honeywell InternationalHON-100%
- Uber TechnologiesUBER-100%
- SAP SESAP-100%
- Gilead SciencesGILD-100%
- Vanguard Index FDSVO-100%
- ADTADT-100%
Holdings
- Vanguard Index FDSVTV
- Share
- 11.5%
- Value
- $86m
- Shares
- 396,548
+6%
- Ishares TRIDEV
- Share
- 7.8%
- Value
- $59m
- Shares
- 661,655
+5%
- Vanguard Index FDSVV
- Share
- 6.7%
- Value
- $51m
- Shares
- 147,058
Held
- Vanguard BD Index FDSBND
- Share
- 5.5%
- Value
- $42m
- Shares
- 567,270
+2%
- Spdr Series TrustSPYG
- Share
- 5.1%
- Value
- $38m
- Shares
- 323,310
-2%
- Schwab Strategic TRSCHF
- Share
- 4.0%
- Value
- $30m
- Shares
- 1,090,363
Held
- Spdr Series TrustSPYV
- Share
- 3.7%
- Value
- $28m
- Shares
- 455,543
Held
- Vanguard Intl Equity Index FVWO
- Share
- 3.1%
- Value
- $23m
- Shares
- 391,831
+3%
- Vanguard Tax-Managed FDSVEA
- Share
- 2.5%
- Value
- $19m
- Shares
- 268,893
Held
- Vanguard MUN BD FDSVTEB
- Share
- 2.4%
- Value
- $18m
- Shares
- 350,427
+6%
- Vanguard Index FDSVUG
- Share
- 2.2%
- Value
- $16m
- Shares
- 188,068
Held
- Ishares TRIEFA
- Share
- 2.2%
- Value
- $16m
- Shares
- 167,699
Held
- J P Morgan Exchange Traded FJBND
- Share
- 1.6%
- Value
- $12m
- Shares
- 223,369
Held
- Vanguard Admiral FDSVIOV
- Share
- 1.5%
- Value
- $12m
- Shares
- 98,928
Held
- Ishares TRIJR
- Share
- 1.4%
- Value
- $10m
- Shares
- 69,094
+3%
- Invesco Exchange Traded FD TRSP
- Share
- 1.2%
- Value
- $9m
- Shares
- 43,283
Held
- Fidelity Covington TrustFESM
- Share
- 1.0%
- Value
- $8m
- Shares
- 159,597
-6%
- American Centy ETF TRAVEM
- Share
- 1.0%
- Value
- $8m
- Shares
- 79,048
-5%
- Ishares Bitcoin Trust ETFIBIT
- Share
- 1.0%
- Value
- $7m
- Shares
- 218,175
+415%
- Vanguard Charlotte FDSBNDX
- Share
- 0.9%
- Value
- $7m
- Shares
- 138,239
+3%
- Ishares TRIVLU
- Share
- 0.9%
- Value
- $6m
- Shares
- 155,273
+4%
- Vaneck ETF TrustRAAX
- Share
- 0.8%
- Value
- $6m
- Shares
- 158,232
Held
- Vanguard Scottsdale FDSVTWG
- Share
- 0.8%
- Value
- $6m
- Shares
- 21,783
-2%
- Spdr Index SHS FDSSPEM
- Share
- 0.7%
- Value
- $5m
- Shares
- 106,044
Held
- Vanguard Index FDSVBK
- Share
- 0.5%
- Value
- $4m
- Shares
- 10,585
Held
- Grayscale Bitcoin Mini TR ETBTC
- Share
- 0.5%
- Value
- $4m
- Shares
- 141,650
-62%
- J P Morgan Exchange Traded FJPIB
- Share
- 0.4%
- Value
- $3m
- Shares
- 61,246
Held
- Schwab Strategic TRSCHV
- Share
- 0.4%
- Value
- $3m
- Shares
- 80,108
Held
- Ishares TRIVV
- Share
- 0.3%
- Value
- $2m
- Shares
- 2,911
-12%
- Vanguard World FDVGT
- Share
- 0.3%
- Value
- $2m
- Shares
- 16,003
Held
- Vanguard Index FDSVBR
- Share
- 0.3%
- Value
- $2m
- Shares
- 7,836
-10%
- Ishares TRUSHY
- Share
- 0.2%
- Value
- $2m
- Shares
- 48,315
Held
- Ishares TRIVW
- Share
- 0.2%
- Value
- $2m
- Shares
- 11,871
-7%
- Ishares TRMUB
- Share
- 0.2%
- Value
- $1m
- Shares
- 13,253
Held
- Ishares TRIWO
- Share
- 0.2%
- Value
- $1m
- Shares
- 3,558
Held
- Putnam ETF TrustFTMH
- Share
- 0.2%
- Value
- $1m
- Shares
- 106,735
-6%
- Vanguard Admiral FDSVIOG
- Share
- 0.2%
- Value
- $1m
- Shares
- 7,958
Held
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $1m
- Shares
- 3,167
Held
- Franklin Templeton ETF TRFLHY
- Share
- 0.1%
- Value
- $1m
- Shares
- 46,150
+4%
- Vanguard Index FDSVOO
- Share
- 0.1%
- Value
- $932,991
- Shares
- 1,358
+5%
- Select Sector Spdr TRXLF
- Share
- 0.1%
- Value
- $932,720
- Shares
- 17,398
Held
- Vanguard Star FDSVXUS
- Share
- 0.1%
- Value
- $839,514
- Shares
- 9,820
Held
- Spdr Series TrustHYMB
- Share
- 0.1%
- Value
- $829,286
- Shares
- 32,598
-4%
- Spdr Series TrustLGLV
- Share
- <0.1%
- Value
- $680,312
- Shares
- 3,749
-4%
- Royal Bank of CanadaRY
- Share
- <0.1%
- Value
- $601,869
- Shares
- 2,908
+9%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTV | 11.5% | $86m | 396,548 | +6% |
| Ishares TRIDEV | 7.8% | $59m | 661,655 | +5% |
| Vanguard Index FDSVV | 6.7% | $51m | 147,058 | Held |
| AppleAAPL | 5.9% | $44m | 153,766 | +66% |
| Vanguard BD Index FDSBND | 5.5% | $42m | 567,270 | +2% |
| Spdr Series TrustSPYG | 5.1% | $38m | 323,310 | -2% |
| Schwab Strategic TRSCHF | 4.0% | $30m | 1,090,363 | Held |
| Spdr Series TrustSPYV | 3.7% | $28m | 455,543 | Held |
| Vanguard Intl Equity Index FVWO | 3.1% | $23m | 391,831 | +3% |
| Vanguard Tax-Managed FDSVEA | 2.5% | $19m | 268,893 | Held |
| Vanguard MUN BD FDSVTEB | 2.4% | $18m | 350,427 | +6% |
| Vanguard Index FDSVUG | 2.2% | $16m | 188,068 | Held |
| Ishares TRIEFA | 2.2% | $16m | 167,699 | Held |
| J P Morgan Exchange Traded FJBND | 1.6% | $12m | 223,369 | Held |
| Vanguard Admiral FDSVIOV | 1.5% | $12m | 98,928 | Held |
| Ishares TRIJR | 1.4% | $10m | 69,094 | +3% |
| Invesco Exchange Traded FD TRSP | 1.2% | $9m | 43,283 | Held |
| NvidiaNVDA | 1.1% | $8m | 41,423 | +16% |
| Fidelity Covington TrustFESM | 1.0% | $8m | 159,597 | -6% |
| American Centy ETF TRAVEM | 1.0% | $8m | 79,048 | -5% |
| Ishares Bitcoin Trust ETFIBIT | 1.0% | $7m | 218,175 | +415% |
| Vanguard Charlotte FDSBNDX | 0.9% | $7m | 138,239 | +3% |
| Ishares TRIVLU | 0.9% | $6m | 155,273 | +4% |
| Vaneck ETF TrustRAAX | 0.8% | $6m | 158,232 | Held |
| Vanguard Scottsdale FDSVTWG | 0.8% | $6m | 21,783 | -2% |
| Spdr Index SHS FDSSPEM | 0.7% | $5m | 106,044 | Held |
| AlphabetGOOGL | 0.6% | $5m | 13,609 | +4% |
| MicrosoftMSFT | 0.6% | $5m | 12,697 | +30% |
| Amazon.comAMZN | 0.6% | $5m | 19,545 | +17% |
| Vanguard Index FDSVBK | 0.5% | $4m | 10,585 | Held |
| AlphabetGOOG | 0.5% | $4m | 10,917 | +18% |
| Grayscale Bitcoin Mini TR ETBTC | 0.5% | $4m | 141,650 | -62% |
| J P Morgan Exchange Traded FJPIB | 0.4% | $3m | 61,246 | Held |
| Schwab Strategic TRSCHV | 0.4% | $3m | 80,108 | Held |
| Micron TechnologyMU | 0.4% | $3m | 2,399 | +4% |
| Palantir TechnologiesPLTR | 0.3% | $3m | 22,301 | Held |
| BroadcomAVGO | 0.3% | $3m | 6,847 | +9% |
| TeslaTSLA | 0.3% | $2m | 5,336 | +10% |
| Taiwan Semiconductor ManufacturingTSM | 0.3% | $2m | 4,611 | -5% |
| Ishares TRIVV | 0.3% | $2m | 2,911 | -12% |
| Vanguard World FDVGT | 0.3% | $2m | 16,003 | Held |
| Vanguard Index FDSVBR | 0.3% | $2m | 7,836 | -10% |
| Ishares TRUSHY | 0.2% | $2m | 48,315 | Held |
| Berkshire HathawayBRK-B | 0.2% | $2m | 3,469 | +26% |
| Ishares TRIVW | 0.2% | $2m | 11,871 | -7% |
| JPMorgan ChaseJPM | 0.2% | $2m | 4,921 | +47% |
| Meta PlatformsMETA | 0.2% | $2m | 2,838 | +22% |
| Johnson & JohnsonJNJ | 0.2% | $2m | 6,231 | +4% |
| Ishares TRMUB | 0.2% | $1m | 13,253 | Held |
| Ishares TRIWO | 0.2% | $1m | 3,558 | Held |
| Eli LillyLLY | 0.2% | $1m | 1,159 | +41% |
| Costco WholesaleCOST | 0.2% | $1m | 1,474 | +9% |
| Lam ResearchLRCX | 0.2% | $1m | 3,071 | +12% |
| ASML Holding NVASML | 0.2% | $1m | 651 | +15% |
| Putnam ETF TrustFTMH | 0.2% | $1m | 106,735 | -6% |
| Moody'sMCO | 0.2% | $1m | 2,760 | +17% |
| ChevronCVX | 0.2% | $1m | 7,445 | +40% |
| Vanguard Admiral FDSVIOG | 0.2% | $1m | 7,958 | Held |
| AbbVieABBV | 0.2% | $1m | 4,666 | Held |
| Vanguard Index FDSVTI | 0.2% | $1m | 3,167 | Held |
| Western DigitalWDC | 0.2% | $1m | 1,807 | +46% |
| Bristol-Myers SquibbBMY | 0.1% | $1m | 19,575 | +15% |
| Franklin Templeton ETF TRFLHY | 0.1% | $1m | 46,150 | +4% |
| IntelINTC | 0.1% | $998,236 | 7,149 | -28% |
| Home DepotHD | 0.1% | $992,805 | 2,815 | +123% |
| VisaV | 0.1% | $985,354 | 2,872 | +32% |
| ExxonMobil HoldingsXOM | 0.1% | $934,238 | 6,833 | +6% |
| Vanguard Index FDSVOO | 0.1% | $932,991 | 1,358 | +5% |
| Select Sector Spdr TRXLF | 0.1% | $932,720 | 17,398 | Held |
| Comfort Systems USAFIX | 0.1% | $917,643 | 463 | +25% |
| CitigroupC | 0.1% | $886,291 | 6,332 | +10% |
| MerckMRK | 0.1% | $884,080 | 6,880 | +5% |
| General ElectricGE | 0.1% | $880,920 | 2,357 | +28% |
| Vanguard Star FDSVXUS | 0.1% | $839,514 | 9,820 | Held |
| Advanced Micro DevicesAMD | 0.1% | $838,834 | 1,444 | +40% |
| Spdr Series TrustHYMB | 0.1% | $829,286 | 32,598 | -4% |
| ChubbCB | 0.1% | $804,146 | 2,360 | +41% |
| SandiskSNDK | 0.1% | $775,342 | 341 | -37% |
| Pg&ePCG | 0.1% | $753,015 | 44,769 | +62% |
| CenteneCNC | <0.1% | $750,766 | 11,696 | +41% |
| HSBC HoldingsHSBC | <0.1% | $748,168 | 7,868 | +9% |
| WalmartWMT | <0.1% | $731,129 | 6,455 | -6% |
| UnitedHealth GroupUNH | <0.1% | $725,514 | 1,746 | +44% |
| Capital One FinancialCOF | <0.1% | $714,408 | 3,561 | +106% |
| Bank of AmericaBAC | <0.1% | $713,807 | 12,527 | +23% |
| GE VernovaGEV | <0.1% | $695,517 | 592 | +16% |
| TJX CompaniesTJX | <0.1% | $682,103 | 4,502 | +36% |
| Spdr Series TrustLGLV | <0.1% | $680,312 | 3,749 | -4% |
| AirbnbABNB | <0.1% | $674,860 | 4,716 | +55% |
| Travelers CompaniesTRV | <0.1% | $651,574 | 1,974 | +28% |
| United Airlines HoldingsUAL | <0.1% | $647,040 | 4,758 | +39% |
| McDonald'sMCD | <0.1% | $629,247 | 2,328 | Held |
| Edison InternationalEIX | <0.1% | $627,688 | 8,431 | +24% |
| Delta Air LinesDAL | <0.1% | $618,437 | 6,603 | +17% |
| AmphenolAPH | <0.1% | $615,180 | 3,489 | +12% |
| Novartis AGNVS | <0.1% | $608,544 | 3,883 | +12% |
| Royal Bank of CanadaRY | <0.1% | $601,869 | 2,908 | +9% |
| Expedia GroupEXPE | <0.1% | $597,224 | 2,334 | -6% |
| Phillips 66PSX | <0.1% | $596,027 | 3,526 | +59% |
| SnowflakeSNOW | <0.1% | $595,785 | 2,341 | New |
Showing the largest 100 of 315.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 47.3% since 30 June 2025.
Where the money is
Technology11.3%
Financial services3.1%
Industrials2.2%
Health care2.1%
Retail & consumer2.1%
Media & telecom1.6%
Energy1.0%
Everyday goods0.8%
Utilities0.3%
Real estate0.3%
Materials0.3%
Other75.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.