RIVERSEDGE ADVISORS, LLC

CIK 1787663 · Ver em SEC EDGAR ↗

Valor do portfólio QoQ: +22.9% 13F não divulga caixa

Peso das 10 principais posições55,45%

Peso das 25 principais posições75,18%

Posições acima de 1%20

Número efetivo de posições24,7

Baseado apenas em participações de ações longas 13F (caixa, títulos, posições vendidas não divulgadas)

Giro Q2 2026: 2,12% Est. compras $106.855.525 · vendas $14.564.043

Novas posições113

Aumentou145

Diminuído52

Fechado13

Exposição put-notional: 0,8% puts 13F relata posições de opções em valor nocional subjacente — pode incluir hedges, não necessariamente apostas pessimistas

Valor do portfólio $759.1M #2.997 de 9.337 por valor 13F · top 32.1%

Posições 316

Em 30 de Junho de 2026 Dados em Q2 2026

Distribuição setorial

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%

Outros/Não mapeado 74,0%

Portfólio completo 316 posições

Pesquisar posições por ticker ou nome da empresa

				Tipo		Sequência
VTV VANGUARD INDEX FUNDS	$86.419.717	11,38%	396.548		$12.837.738	Alta ×1
IDEV iShares Trust	$58.893.878	7,76%	661.655		$6.372.654	Alta ×1
VV VANGUARD INDEX FUNDS	$50.574.627	6,66%	147.058		$6.466.397	Baixa ×1
AAPL Apple Inc. - Common Stock	$44.493.598	5,86%	153.766		$21.010.508	Alta ×1
BND Vanguard Total Bond Market ETF	$41.643.301	5,49%	567.270		$802.190	Alta ×1
SPYG SPDR SERIES TRUST	$38.470.707	5,07%	323.310		$6.129.445	Baixa ×1
SCHF SCHWAB STRATEGIC TRUST	$30.203.064	3,98%	1.090.363		$3.235.407	Alta ×1
SPYV SPDR SERIES TRUST	$27.692.475	3,65%	455.543		$1.756.961	Baixa ×1
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	$23.388.401	3,08%	391.831		$2.753.935	Alta ×1
VEA VANGUARD TAX-MANAGED FUNDS	$19.158.620	2,52%	268.893		$1.701.608	Baixa ×1
VTEB VANGUARD MUNICIPAL BOND FUNDS	$17.724.623	2,33%	350.427		$1.254.388	Alta ×1
VUG VANGUARD INDEX FUNDS	$16.200.162	2,13%	188.068		$2.750.590	Alta ×1
IEFA iShares Trust	$16.196.383	2,13%	167.699		$739.862	Baixa ×1
JBND J.P. Morgan Exchange-Traded Fund Trust	$11.950.242	1,57%	223.369		$43.736	Alta ×1
VIOV VANGUARD ADMIRAL FUNDS	$11.607.193	1,53%	98.928		$1.409.163	Baixa ×1
IJR iShares Trust	$10.247.388	1,35%	69.094		$1.908.930	Alta ×1
RSP Invesco Exchange-Traded Fund Trust	$9.209.279	1,21%	43.283		$902.660	Alta ×1
NVDA NVIDIA Corporation - Common Stock	$8.288.274	1,09%	41.423		$2.070.961	Alta ×1
FESM Fidelity Covington Trust	$7.706.955	1,02%	159.597		$1.277.887	Baixa ×1
AVEM AMERICAN CENTURY ETF TRUST	$7.627.313	1,00%	79.048		$957.626	Baixa ×1
IBIT iShares Bitcoin Trust ETF	$7.263.046	0,96%	218.175		$5.635.728	Alta ×1
BNDX Vanguard Total International Bond ETF	$6.694.896	0,88%	138.239		$253.237	Alta ×1
IVLU iShares Trust	$6.493.528	0,86%	155.273		$540.972	Alta ×1
RAAX VanEck ETF Trust	$6.277.063	0,83%	158.232		$-224.405	Baixa ×1
VTWG Vanguard Russell 2000 Growth ETF	$6.266.511	0,83%	21.783		$1.173.685	Baixa ×1
AAPL Apple Inc. - Common Stock	$6.192.304	0,82%	21.400	Opção de venda		Alta ×1
SPEM SPDR INDEX SHARES FUNDS	$5.490.946	0,72%	106.044		$506.950	Baixa ×1
GOOGL Alphabet Inc. - Class A Common Stock	$4.863.337	0,64%	13.609		$1.108.323	Alta ×1
MSFT Microsoft Corporation - Common Stock	$4.736.362	0,62%	12.697		$1.113.494	Alta ×1
AMZN Amazon.com, Inc. - Common Stock	$4.658.438	0,61%	19.545		$1.178.798	Alta ×1
VBK VANGUARD INDEX FUNDS	$3.870.839	0,51%	10.585		$637.726	Baixa ×1
GOOG Alphabet Inc. - Class C Capital Stock	$3.857.174	0,51%	10.917		$1.196.199	Alta ×1
BTC Grayscale Bitcoin Mini Trust (BTC)	$3.675.818	0,48%	141.650		$-7.421.952	Baixa ×1
JPIB J.P. Morgan Exchange-Traded Fund Trust	$2.961.244	0,39%	61.246		$84.919	Alta ×1
SCHV SCHWAB STRATEGIC TRUST	$2.788.568	0,37%	80.108		$361.234	Alta ×1
MU Micron Technology, Inc. - Common Stock	$2.769.142	0,36%	2.399		$1.991.096	Alta ×1
PLTR Palantir Technologies Inc. - Class A Common Stock	$2.601.858	0,34%	22.301		$-692.660	Baixa ×1
AVGO Broadcom Inc. - Common Stock	$2.586.552	0,34%	6.847		$647.101	Alta ×1
TSLA Tesla, Inc. - Common Stock	$2.244.322	0,30%	5.336		$437.617	Alta ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd.	$2.202.075	0,29%	4.611		$558.962	Baixa ×1
IVV iShares Trust	$2.180.023	0,29%	2.911		$30.529	Baixa ×1
VGT VANGUARD WORLD FUND	$1.912.670	0,25%	16.003		$516.777	Alta ×1
VBR VANGUARD INDEX FUNDS	$1.903.950	0,25%	7.836		$13.749	Baixa ×1
USHY iShares Trust	$1.788.638	0,24%	48.315		$-23.064	Baixa ×1
BRK-B (registrado como BRKB) Berkshire Hathaway Inc. Class B	$1.735.853	0,23%	3.469		$412.303	Alta ×1
IVW iShares Trust	$1.632.651	0,22%	11.871		$181.834	Baixa ×1
JPM JP Morgan Chase & Co. Common Stock	$1.610.766	0,21%	4.921		$629.246	Alta ×1
META Meta Platforms, Inc. - Class A Common Stock	$1.598.617	0,21%	2.838		$264.982	Alta ×1
JNJ Johnson & Johnson Common Stock	$1.582.373	0,21%	6.231		$114.383	Alta ×1
MUB iShares Trust	$1.426.314	0,19%	13.253		$26.291	Alta ×1
IWO iShares Trust	$1.401.730	0,18%	3.558		$285.471	Alta ×1
LLY Eli Lilly and Company Common Stock	$1.390.139	0,18%	1.159		$633.168	Alta ×1
COST Costco Wholesale Corporation - Common Stock	$1.378.714	0,18%	1.474		$25.261	Alta ×1
LRCX Lam Research Corporation - Common Stock	$1.330.756	0,18%	3.071		$742.764	Alta ×1
ASML ASML Holding N.V. - New York Registry Shares	$1.295.125	0,17%	651		$548.856	Alta ×1
FTMH Franklin Municipal High Yield ETF	$1.268.013	0,17%	106.735		$-47.479	Baixa ×1
MCO Moody's Corporation Common Stock	$1.250.059	0,16%	2.760		$217.455	Alta ×1
CVX Chevron Corporation Common Stock	$1.234.031	0,16%	7.445		$130.295	Alta ×1
VIOG VANGUARD ADMIRAL FUNDS	$1.220.951	0,16%	7.958		$249.790	Alta ×1
ABBV AbbVie Inc. Common Stock	$1.174.059	0,15%	4.666		$173.307	Alta ×1
VTI VANGUARD INDEX FUNDS	$1.171.800	0,15%	3.167		$156.697	Alta ×1
WDC Western Digital Corporation - Common Stock	$1.154.167	0,15%	1.807		$820.382	Alta ×1
BMY Bristol-Myers Squibb Company Common Stock	$1.127.912	0,15%	19.575		$97.650	Alta ×1
FLHY Franklin Templeton ETF Trust	$1.120.984	0,15%	46.150		$50.496	Alta ×1
INTC Intel Corporation - Common Stock	$998.236	0,13%	7.149		$559.400	Baixa ×1
HD Home Depot, Inc. (The) Common Stock	$992.805	0,13%	2.815		$577.407	Alta ×1
V Visa Inc.	$985.354	0,13%	2.872		$327.113	Alta ×1
XOM Exxon Mobil Corporation Common Stock	$934.238	0,12%	6.833		$-154.854	Alta ×1
VOO VANGUARD INDEX FUNDS	$932.991	0,12%	1.358		$163.181	Alta ×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	Alta ×1
C Citigroup, Inc. Common Stock	$886.291	0,12%	6.332		$230.644	Alta ×1
MRK Merck & Company, Inc. Common Stock (new)	$884.080	0,12%	6.880		$99.188	Alta ×1
GE GE Aerospace Common Stock	$880.920	0,12%	2.357		$358.470	Alta ×1
VXUS Vanguard Total International Stock ETF	$839.514	0,11%	9.820		$82.602	Alta ×1
AMD Advanced Micro Devices, Inc. - Common Stock	$838.834	0,11%	1.444		$628.284	Alta ×1
HYMB SPDR SERIES TRUST	$829.286	0,11%	32.598		$-15.815	Baixa ×1
CB Chubb Limited Common Stock	$804.146	0,11%	2.360		$259.843	Alta ×1
SNDK Sandisk Corporation - Common Stock	$775.342	0,10%	341		$430.352	Baixa ×1
PCG Pacific Gas & Electric Co. Common Stock	$753.015	0,10%	44.769		$266.467	Alta ×1
CNC Centene Corporation Common Stock	$750.766	0,10%	11.696		$478.566	Alta ×1
HSBC HSBC Holdings, plc. Common Stock	$748.168	0,10%	7.868		$152.095	Alta ×1
WMT Walmart Inc. - Common Stock	$731.129	0,10%	6.455		$-126.318	Baixa ×1
UNH UnitedHealth Group Incorporated Common Stock (DE)	$725.514	0,10%	1.746		$397.962	Alta ×1
COF Capital One Financial Corporation Common Stock	$714.408	0,09%	3.561		$398.987	Alta ×1
BAC Bank of America Corporation Common Stock	$713.807	0,09%	12.527		$215.290	Alta ×1
GEV GE Vernova Inc. Common Stock	$695.517	0,09%	592		$250.338	Alta ×1
TJX TJX Companies, Inc. (The) Common Stock	$682.103	0,09%	4.502		$152.190	Alta ×1
LGLV SPDR SERIES TRUST	$680.312	0,09%	3.749		$-12.035	Baixa ×1
ABNB Airbnb, Inc. - Class A Common Stock	$674.860	0,09%	4.716		$289.832	Alta ×1
TRV The Travelers Companies, Inc. Common Stock	$651.574	0,09%	1.974		$201.002	Alta ×1
UAL United Airlines Holdings, Inc. - Common Stock	$647.040	0,09%	4.758		$331.240	Alta ×1
MCD McDonald's Corporation Common Stock	$629.247	0,08%	2.328		$-82.394	Alta ×1
EIX Edison International Common Stock	$627.688	0,08%	8.431		$130.942	Alta ×1
DAL Delta Air Lines, Inc. Common Stock	$618.437	0,08%	6.603		$244.221	Alta ×1
APH Amphenol Corporation Common Stock	$615.180	0,08%	3.489		$223.242	Alta ×1
NVS Novartis AG Common Stock	$608.544	0,08%	3.883		$80.334	Alta ×1
RY Royal Bank Of Canada Common Stock	$601.869	0,08%	2.908		$171.858	Alta ×1
EXPE Expedia Group, Inc. - Common Stock	$597.224	0,08%	2.334		$24.386	Baixa ×1
PSX Phillips 66 Common Stock	$596.027	0,08%	3.526		$192.526	Alta ×1
Sem correspondências

Maiores novas apostas

Novas posições abertas neste trimestre, maiores primeiro.

Título	Valor	Ações	% do portfólio
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%

Maiores variações (QoQ)

Título	Movimento	Ações Δ	Valor Δ
AAPL	Comprou mais	+61K	+$21.0M
VTV	Comprou mais	+22K	+$12.8M
BTC	Reduziu	-228K	-$7.4M
VV	Reduziu	-535	+$6.5M
IDEV	Comprou mais	+33K	+$6.4M
SPYG	Reduziu	-7K	+$6.1M
IBIT	Comprou mais	+176K	+$5.6M
SCHF	Comprou mais	+761	+$3.2M
VWO	Comprou mais	+10K	+$2.8M
VUG	Comprou mais	+157K	+$2.8M

Posições encerradas

Inclui eventos corporativos (fusões, deslistagens) — nem todas as saídas são vendas

Posições fechadas refletem mudanças no reporte 13F; para gestores de índice, estas são frequentemente mecânicas (deslistagem, fusões e aquisições, rebalanceamento de índice), não decisões ativas.

Título	Trimestre	Ações antes	Valor antes	Preço desde a saída
INTU	30 de Junho de 2026	590	$255.176	7,7%
CRM	30 de Junho de 2026	1.325	$247.338	49,8%
OMC	30 de Junho de 2026	3.242	$244.155	1,8%
BP	30 de Junho de 2026	4.722	$221.934	21,2%
SHOP	30 de Junho de 2026	1.857	$220.277	32,6%
SLB	30 de Junho de 2026	4.141	$212.806	4,8%
NOW	30 de Junho de 2026	1.982	$207.218	35,4%
HON	30 de Junho de 2026	914	$206.686	-4,4%
UBER	30 de Junho de 2026	2.849	$204.929	-5,6%
SAP	30 de Junho de 2026	1.190	$203.740	35,3%
GILD	30 de Junho de 2026	1.449	$201.878	14,6%
VO	30 de Junho de 2026	699	$200.739
ADT	30 de Junho de 2026	14.159	$93.025	-3,8%