RIVERSEDGE ADVISORS, LLC

CIK 1787663 · View on SEC EDGAR ↗

Portfolio value QoQ: +22.9% 13F does not disclose cash

Top 10 holdings weight55.45%

Top 25 holdings weight75.18%

Positions above 1%20

Effective number of positions24.7

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

New positions113

Increased145

Decreased52

Closed13

Put-notional exposure: 0.8% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets

Portfolio value $759.1M #2,997 of 9,337 by 13F value · top 32.1%

Positions 316

As of June 30, 2026 Data as of Q2 2026

Sector breakdown

Technology 11.8%

Financials 3.2%

Healthcare 2.1%

Industrials 2.1%

Communication Services 1.8%

Retail 1.4%

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%

Other/Unmapped 74.0%

Full portfolio 316 positions

Search positions by ticker or company name

				Type		Streak
VTV VANGUARD INDEX FUNDS	$86,419,717	11.38%	396,548		$12,837,738	Up ×1
IDEV iShares Trust	$58,893,878	7.76%	661,655		$6,372,654	Up ×1
VV VANGUARD INDEX FUNDS	$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 SPDR SERIES TRUST	$38,470,707	5.07%	323,310		$6,129,445	Down ×1
SCHF SCHWAB STRATEGIC TRUST	$30,203,064	3.98%	1,090,363		$3,235,407	Up ×1
SPYV SPDR SERIES TRUST	$27,692,475	3.65%	455,543		$1,756,961	Down ×1
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	$23,388,401	3.08%	391,831		$2,753,935	Up ×1
VEA VANGUARD TAX-MANAGED FUNDS	$19,158,620	2.52%	268,893		$1,701,608	Down ×1
VTEB VANGUARD MUNICIPAL BOND FUNDS	$17,724,623	2.33%	350,427		$1,254,388	Up ×1
VUG VANGUARD INDEX FUNDS	$16,200,162	2.13%	188,068		$2,750,590	Up ×1
IEFA iShares Trust	$16,196,383	2.13%	167,699		$739,862	Down ×1
JBND J.P. Morgan Exchange-Traded Fund Trust	$11,950,242	1.57%	223,369		$43,736	Up ×1
VIOV VANGUARD ADMIRAL FUNDS	$11,607,193	1.53%	98,928		$1,409,163	Down ×1
IJR iShares Trust	$10,247,388	1.35%	69,094		$1,908,930	Up ×1
RSP Invesco Exchange-Traded Fund Trust	$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 Fidelity Covington Trust	$7,706,955	1.02%	159,597		$1,277,887	Down ×1
AVEM AMERICAN CENTURY ETF TRUST	$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 iShares Trust	$6,493,528	0.86%	155,273		$540,972	Up ×1
RAAX VanEck ETF Trust	$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		Up ×1
SPEM SPDR INDEX SHARES FUNDS	$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 VANGUARD INDEX FUNDS	$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 Grayscale Bitcoin Mini Trust (BTC)	$3,675,818	0.48%	141,650		$-7,421,952	Down ×1
JPIB J.P. Morgan Exchange-Traded Fund Trust	$2,961,244	0.39%	61,246		$84,919	Up ×1
SCHV SCHWAB STRATEGIC TRUST	$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 iShares Trust	$2,180,023	0.29%	2,911		$30,529	Down ×1
VGT VANGUARD WORLD FUND	$1,912,670	0.25%	16,003		$516,777	Up ×1
VBR VANGUARD INDEX FUNDS	$1,903,950	0.25%	7,836		$13,749	Down ×1
USHY iShares Trust	$1,788,638	0.24%	48,315		$-23,064	Down ×1
BRK-B (filed as BRKB) Berkshire Hathaway Inc. Class B	$1,735,853	0.23%	3,469		$412,303	Up ×1
IVW iShares Trust	$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 iShares Trust	$1,426,314	0.19%	13,253		$26,291	Up ×1
IWO iShares Trust	$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 Franklin Municipal High Yield ETF	$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 VANGUARD ADMIRAL FUNDS	$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 VANGUARD INDEX FUNDS	$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 Franklin Templeton ETF Trust	$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 VANGUARD INDEX FUNDS	$932,991	0.12%	1,358		$163,181	Up ×1
XLF SELECT SECTOR SPDR TRUST	$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 SPDR SERIES TRUST	$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 SPDR SERIES TRUST	$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	7.7%
CRM	June 30, 2026	1,325	$247,338	49.8%
OMC	June 30, 2026	3,242	$244,155	1.8%
BP	June 30, 2026	4,722	$221,934	21.2%
SHOP	June 30, 2026	1,857	$220,277	32.6%
SLB	June 30, 2026	4,141	$212,806	4.8%
NOW	June 30, 2026	1,982	$207,218	35.4%
HON	June 30, 2026	914	$206,686	-4.4%
UBER	June 30, 2026	2,849	$204,929	-5.6%
SAP	June 30, 2026	1,190	$203,740	35.3%
GILD	June 30, 2026	1,449	$201,878	14.6%
VO	June 30, 2026	699	$200,739
ADT	June 30, 2026	14,159	$93,025	-3.8%