RIVERSEDGE ADVISORS, LLC
CIK 1787663 · View on SEC EDGAR ↗
- Portfolio value
- $759.1M
- Positions
- 316
- As of
- June 30, 2026
#2,935 of 9,443 by 13F value · top 31.1%
Portfolio value QoQ: +22.9% 13F does not disclose cash
- Top 10 holdings weight
- 55.45%
- Top 25 holdings weight
- 75.18%
- Positions above 1%
- 20
- Effective number of positions
- 24.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.12% Est. buys $106,855,525 · sells $14,564,043
Median holding: 2.5 quarters Tracked Q4 2024–Q2 2026 · 87.3% still held
- New positions
- 113
- Increased
- 145
- Decreased
- 52
- Closed
- 13
Put-notional exposure: 0.8% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
11.8%
Healthcare
2.1%
Industrials
2.0%
Financials
1.8%
Communication Services
1.5%
Retail
1.4%
Financial Services
1.1%
Consumer Discretionary
1.0%
Energy
1.0%
Consumer Staples
0.4%
Materials
0.4%
Utilities
0.3%
Real Estate
0.3%
Consumer products
0.3%
Communications
0.2%
Logistics & Transportation
0.1%
Telecommunication
0.1%
Other/Unmapped
74.2%
Full portfolio 316 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTV | $86,419,717 | 11.38% | 396,548 | $12,837,738 | Up ×1 | ||
| IDEV | $58,893,878 | 7.76% | 661,655 | $6,372,654 | Up ×1 | ||
| VV | $50,574,627 | 6.66% | 147,058 | $6,466,397 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $44,493,598 | 5.86% | 153,766 | $21,010,508 | Up ×1 | ||
| BND Vanguard Total Bond Market ETF | $41,643,301 | 5.49% | 567,270 | $802,190 | Up ×1 | ||
| SPYG | $38,470,707 | 5.07% | 323,310 | $6,129,445 | Down ×1 | ||
| SCHF | $30,203,064 | 3.98% | 1,090,363 | $3,235,407 | Up ×1 | ||
| SPYV | $27,692,475 | 3.65% | 455,543 | $1,756,961 | Down ×1 | ||
| VWO | $23,388,401 | 3.08% | 391,831 | $2,753,935 | Up ×1 | ||
| VEA | $19,158,620 | 2.52% | 268,893 | $1,701,608 | Down ×1 | ||
| VTEB | $17,724,623 | 2.33% | 350,427 | $1,254,388 | Up ×1 | ||
| VUG | $16,200,162 | 2.13% | 188,068 | $2,750,590 | Up ×1 | ||
| IEFA | $16,196,383 | 2.13% | 167,699 | $739,862 | Down ×1 | ||
| JBND JPMorgan Active Bond ETF | $11,950,242 | 1.57% | 223,369 | $43,736 | Up ×1 | ||
| VIOV | $11,607,193 | 1.53% | 98,928 | $1,409,163 | Down ×1 | ||
| IJR | $10,247,388 | 1.35% | 69,094 | $1,908,930 | Up ×1 | ||
| RSP | $9,209,279 | 1.21% | 43,283 | $902,660 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $8,288,274 | 1.09% | 41,423 | $2,070,961 | Up ×1 | ||
| FESM | $7,706,955 | 1.02% | 159,597 | $1,277,887 | Down ×1 | ||
| AVEM | $7,627,313 | 1.00% | 79,048 | $957,626 | Down ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $7,263,046 | 0.96% | 218,175 | $5,635,728 | Up ×1 | ||
| BNDX Vanguard Total International Bond ETF | $6,694,896 | 0.88% | 138,239 | $253,237 | Up ×1 | ||
| IVLU | $6,493,528 | 0.86% | 155,273 | $540,972 | Up ×1 | ||
| RAAX | $6,277,063 | 0.83% | 158,232 | $-224,405 | Down ×1 | ||
| VTWG Vanguard Russell 2000 Growth ETF | $6,266,511 | 0.83% | 21,783 | $1,173,685 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $6,192,304 | 0.82% | 21,400 | Put option | |||
| SPEM | $5,490,946 | 0.72% | 106,044 | $506,950 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4,863,337 | 0.64% | 13,609 | $1,108,323 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4,736,362 | 0.62% | 12,697 | $1,113,494 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4,658,438 | 0.61% | 19,545 | $1,178,798 | Up ×1 | ||
| VBK | $3,870,839 | 0.51% | 10,585 | $637,726 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,857,174 | 0.51% | 10,917 | $1,196,199 | Up ×1 | ||
| BTC | $3,675,818 | 0.48% | 141,650 | $-7,421,952 | Down ×1 | ||
| JPIB | $2,961,244 | 0.39% | 61,246 | $84,919 | Up ×1 | ||
| SCHV | $2,788,568 | 0.37% | 80,108 | $361,234 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $2,769,142 | 0.36% | 2,399 | $1,991,096 | Up ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $2,601,858 | 0.34% | 22,301 | $-692,660 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $2,586,552 | 0.34% | 6,847 | $647,101 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $2,244,322 | 0.30% | 5,336 | $437,617 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2,202,075 | 0.29% | 4,611 | $558,962 | Down ×1 | ||
| IVV | $2,180,023 | 0.29% | 2,911 | $30,529 | Down ×1 | ||
| VGT | $1,912,670 | 0.25% | 16,003 | $516,777 | Up ×1 | ||
| VBR | $1,903,950 | 0.25% | 7,836 | $13,749 | Down ×1 | ||
| USHY | $1,788,638 | 0.24% | 48,315 | $-23,064 | Down ×1 | ||
| BRKB | $1,735,853 | 0.23% | 3,469 | $412,303 | Up ×1 | ||
| IVW | $1,632,651 | 0.22% | 11,871 | $181,834 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,610,766 | 0.21% | 4,921 | $629,246 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,598,617 | 0.21% | 2,838 | $264,982 | Up ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1,582,373 | 0.21% | 6,231 | $114,383 | Up ×1 | ||
| MUB | $1,426,314 | 0.19% | 13,253 | $26,291 | Up ×1 | ||
| IWO | $1,401,730 | 0.18% | 3,558 | $285,471 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1,390,139 | 0.18% | 1,159 | $633,168 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,378,714 | 0.18% | 1,474 | $25,261 | Up ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $1,330,756 | 0.18% | 3,071 | $742,764 | Up ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1,295,125 | 0.17% | 651 | $548,856 | Up ×1 | ||
| FTMH | $1,268,013 | 0.17% | 106,735 | $-47,479 | Down ×1 | ||
| MCO Moody's Corporation Common Stock | $1,250,059 | 0.16% | 2,760 | $217,455 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $1,234,031 | 0.16% | 7,445 | $130,295 | Up ×1 | ||
| VIOG | $1,220,951 | 0.16% | 7,958 | $249,790 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1,174,059 | 0.15% | 4,666 | $173,307 | Up ×1 | ||
| VTI | $1,171,800 | 0.15% | 3,167 | $156,697 | Up ×1 | ||
| WDC Western Digital Corporation - Common Stock | $1,154,167 | 0.15% | 1,807 | $820,382 | Up ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $1,127,912 | 0.15% | 19,575 | $97,650 | Up ×1 | ||
| FLHY | $1,120,984 | 0.15% | 46,150 | $50,496 | Up ×1 | ||
| INTC Intel Corporation - Common Stock | $998,236 | 0.13% | 7,149 | $559,400 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $992,805 | 0.13% | 2,815 | $577,407 | Up ×1 | ||
| V Visa Inc. | $985,354 | 0.13% | 2,872 | $327,113 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $934,238 | 0.12% | 6,833 | $-154,854 | Up ×1 | ||
| VOO | $932,991 | 0.12% | 1,358 | $163,181 | Up ×1 | ||
| XLF XLF | $932,720 | 0.12% | 17,398 | $73,769 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $917,643 | 0.12% | 463 | $407,417 | Up ×1 | ||
| C Citigroup, Inc. Common Stock | $886,291 | 0.12% | 6,332 | $230,644 | Up ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $884,080 | 0.12% | 6,880 | $99,188 | Up ×1 | ||
| GE GE Aerospace Common Stock | $880,920 | 0.12% | 2,357 | $358,470 | Up ×1 | ||
| VXUS Vanguard Total International Stock ETF | $839,514 | 0.11% | 9,820 | $82,602 | Up ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $838,834 | 0.11% | 1,444 | $628,284 | Up ×1 | ||
| HYMB | $829,286 | 0.11% | 32,598 | $-15,815 | Down ×1 | ||
| CB Chubb Limited Common Stock | $804,146 | 0.11% | 2,360 | $259,843 | Up ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $775,342 | 0.10% | 341 | $430,352 | Down ×1 | ||
| PCG Pacific Gas & Electric Co. Common Stock | $753,015 | 0.10% | 44,769 | $266,467 | Up ×1 | ||
| CNC Centene Corporation Common Stock | $750,766 | 0.10% | 11,696 | $478,566 | Up ×1 | ||
| HSBC HSBC Holdings, plc. Common Stock | $748,168 | 0.10% | 7,868 | $152,095 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $731,129 | 0.10% | 6,455 | $-126,318 | Down ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $725,514 | 0.10% | 1,746 | $397,962 | Up ×1 | ||
| COF Capital One Financial Corporation Common Stock | $714,408 | 0.09% | 3,561 | $398,987 | Up ×1 | ||
| BAC Bank of America Corporation Common Stock | $713,807 | 0.09% | 12,527 | $215,290 | Up ×1 | ||
| GEV GE Vernova Inc. Common Stock | $695,517 | 0.09% | 592 | $250,338 | Up ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $682,103 | 0.09% | 4,502 | $152,190 | Up ×1 | ||
| LGLV | $680,312 | 0.09% | 3,749 | $-12,035 | Down ×1 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $674,860 | 0.09% | 4,716 | $289,832 | Up ×1 | ||
| TRV The Travelers Companies, Inc. Common Stock | $651,574 | 0.09% | 1,974 | $201,002 | Up ×1 | ||
| UAL United Airlines Holdings, Inc. - Common Stock | $647,040 | 0.09% | 4,758 | $331,240 | Up ×1 | ||
| MCD McDonald's Corporation Common Stock | $629,247 | 0.08% | 2,328 | $-82,394 | Up ×1 | ||
| EIX Edison International Common Stock | $627,688 | 0.08% | 8,431 | $130,942 | Up ×1 | ||
| DAL Delta Air Lines, Inc. Common Stock | $618,437 | 0.08% | 6,603 | $244,221 | Up ×1 | ||
| APH Amphenol Corporation Common Stock | $615,180 | 0.08% | 3,489 | $223,242 | Up ×1 | ||
| NVS Novartis AG Common Stock | $608,544 | 0.08% | 3,883 | $80,334 | Up ×1 | ||
| RY Royal Bank Of Canada Common Stock | $601,869 | 0.08% | 2,908 | $171,858 | Up ×1 | ||
| EXPE Expedia Group, Inc. - Common Stock | $597,224 | 0.08% | 2,334 | $24,386 | Down ×1 | ||
| PSX Phillips 66 Common Stock | $596,027 | 0.08% | 3,526 | $192,526 | Up ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| AAPL | $6,192,304 | 21,400 | 0.82% |
| SNOW | $595,785 | 2,341 | 0.08% |
| STX | $592,510 | 614 | 0.08% |
| WCN | $556,245 | 3,337 | 0.07% |
| CRS | $549,604 | 891 | 0.07% |
| AMAT | $522,729 | 723 | 0.07% |
| GIS | $509,918 | 14,653 | 0.07% |
| VRTX | $493,253 | 993 | 0.06% |
| VIK | $488,914 | 4,671 | 0.06% |
| AON | $461,049 | 1,390 | 0.06% |
| PNC | $460,924 | 1,872 | 0.06% |
| ES | $439,474 | 6,081 | 0.06% |
| WFC | $431,258 | 5,219 | 0.06% |
| PANW | $427,639 | 1,254 | 0.06% |
| EOG | $424,884 | 3,275 | 0.06% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AAPL | Bought more | +61K | +$21.0M |
| VTV | Bought more | +22K | +$12.8M |
| BTC | Trimmed | -228K | -$7.4M |
| VV | Trimmed | -535 | +$6.5M |
| IDEV | Bought more | +33K | +$6.4M |
| SPYG | Trimmed | -7K | +$6.1M |
| IBIT | Bought more | +176K | +$5.6M |
| SCHF | Bought more | +761 | +$3.2M |
| VWO | Bought more | +10K | +$2.8M |
| VUG | Bought more | +157K | +$2.8M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| INTU | June 30, 2026 | 590 | $255,176 | 38.1% |
| CRM | June 30, 2026 | 1,325 | $247,338 | 28.8% |
| OMC | June 30, 2026 | 3,242 | $244,155 | 19.3% |
| BP | June 30, 2026 | 4,722 | $221,934 | 19.2% |
| SHOP | June 30, 2026 | 1,857 | $220,277 | 29.9% |
| SLB | June 30, 2026 | 4,141 | $212,806 | 15.5% |
| NOW | June 30, 2026 | 1,982 | $207,218 | 24.4% |
| HON | June 30, 2026 | 914 | $206,686 | 0.8% |
| UBER | June 30, 2026 | 2,849 | $204,929 | 5.3% |
| SAP | June 30, 2026 | 1,190 | $203,740 | 39.3% |
| GILD | June 30, 2026 | 1,449 | $201,878 | 17.5% |
| VO | June 30, 2026 | 699 | $200,739 | No longer tracked |
| ADT | June 30, 2026 | 14,159 | $93,025 | 13.6% |