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Riversedge Advisors, LLC Portfolio

$813M across 368 positions as of 2026-09-30, with 53% of it in the ten largest. 4 quarters on file.

How the reported portfolio did

Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.

Every manager →
1 year
+10.6%
-3.9% a year vs the S&P 500
3 years
+15.8%
-5.4% a year vs the S&P 500
5 years
+6.9%
-5.3% a year vs the S&P 500
Quarters ahead
5 of 21
QuarterPortfolioS&P 500
Jun 30, 2026 to Sep 30, 2026+1.6%+2.1%
Mar 31, 2026 to Jun 30, 2026+10.5%+14.8%
Dec 31, 2025 to Mar 31, 2026-2.6%-4.6%
Sep 30, 2025 to Dec 31, 2025+1.2%+2.4%
Jun 30, 2025 to Sep 30, 2025+7.2%+7.8%
Mar 31, 2025 to Jun 30, 2025+8.5%+10.5%
Dec 31, 2024 to Mar 31, 2025-2.0%-4.6%
Sep 30, 2024 to Dec 31, 2024-1.3%+2.1%

Largest first

Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.

HoldingValueShareShares
VTVVanguard Value ETF$86.1M10.6%398,629
VUGVanguard Growth ETF$67.8M8.3%751,879
IDEViShares Core MSCI International Developed Markets ETF$55.6M6.8%620,887
AAPLApple Inc$50.6M6.2%151,913
SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF$39.1M4.8%318,078
BNDVanguard Total Bond Market ETF$35.8M4.4%510,243
SCHFSchwab International Equity ETF$29.6M3.6%1,078,985
SPDR SERIES TRUST$27.9M3.4%455,920
VEAVanguard FTSE Developed Markets ETF$19M2.3%268,475
VTEBVanguard Tax-Exempt Bond ETF$17M2.1%357,963
IEFAiShares Core MSCI EAFE ETF$16.2M2.0%167,304
JBNDJPMorgan Active Bond ETF$14.9M1.8%290,625
VWOVanguard FTSE Emerging Markets ETF$14M1.7%235,719
VANGUARD ADMIRAL FDS INC$10.7M1.3%97,461
NVDANVIDIA Corp$10.3M1.3%44,891
IJRiShares Core S&P Small-Cap ETF$10M1.2%73,799
IBITiShares Bitcoin Trust ETF$9.8M1.2%206,895
IEMGiShares Core MSCI Emerging Markets ETF$9.6M1.2%118,004
RSPInvesco S&P 500 Equal Weight ETF$9M1.1%43,193
MSFTMicrosoft Corp$7.8M1.0%15,142
FIDELITY COVINGTON TRUST$7.5M0.9%167,464
AVEMAvantis Emerging Markets Equity ETF$7.4M0.9%78,803
AAPLApple Incput — a bet against$7.1M0.9%21,400
IVLUiShares MSCI Intl Value Factor ETF$7M0.9%163,420
ISHARES TR$7M0.9%132,640
VANECK ETF TRUST$6.7M0.8%167,730
BNDXVanguard Total International Bond ETF$6.5M0.8%138,139
BNY MELLON ETF TRUST$6.1M0.7%144,641
VANGUARD SCOTTSDALE FDS$5.5M0.7%21,164
SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF$5.5M0.7%105,776
BTCGRAYSCALE BITCOIN MINI TR ET$5.2M0.6%140,932
AMZNAmazon.com Inc$5.2M0.6%20,736
GOOGLAlphabet Inc$4.7M0.6%13,648
PLTRPalantir Technologies Inc$4.4M0.5%23,310
GOOGAlphabet Inc$3.8M0.5%11,112
VBKVanguard Small-Cap Growth ETF$3.5M0.4%10,476
J P MORGAN EXCHANGE TRADED F$3.2M0.4%69,145
MUMicron Technology Inc$2.8M0.3%2,657
VANECK FDS$2.7M0.3%69,421
SCHVSchwab U.S. Large-Cap Value ETF$2.7M0.3%80,473
METAMeta Platforms Inc$2.5M0.3%3,483
AVGOBroadcom Inc$2.4M0.3%6,829
IVViShares Core S&P 500 ETF$2.2M0.3%2,904
TSLATesla Inc$2M0.3%5,776
VGTVanguard Information Tech ETF$2M0.2%15,881
TSMTaiwan Semiconductor Manufacturing Co Ltd$2M0.2%4,335
BRK.BBerkshire Hathaway Inc$2M0.2%3,933
USHYiShares Broad USD High Yield Corporate Bond ETF$1.9M0.2%52,086
SPCXSpace Exploration Technologies Corp$1.8M0.2%11,712
JNJJohnson & Johnson$1.7M0.2%6,481
JPMJPMorgan Chase & Co$1.7M0.2%5,135
VBRVanguard Small-Cap Value ETF$1.7M0.2%7,298
CVXChevron Corp$1.7M0.2%8,148
IVWiShares S&P 500 Growth ETF$1.7M0.2%11,600
LLYEli Lilly and Co$1.4M0.2%1,222
XOMExxonmobil Holdings Corp$1.3M0.2%8,133
BMYBristol-Myers Squibb Co$1.3M0.2%21,212
INTCIntel Corp$1.3M0.2%10,610
MCOMoody's Corp$1.3M0.2%2,804
IWOiShares Russell 2000 Growth Fund$1.3M0.2%3,544
ASML HLDG NV$1.2M0.2%688
ABBVAbbVie Inc$1.2M0.2%4,748
VTIVanguard Total Stock Market ETF$1.2M0.1%3,168
VVisa Inc$1.2M0.1%3,213
VANGUARD ADMIRAL FDS INC$1.2M0.1%8,364
PUTNAM ETF TRUST$1.1M0.1%104,874
MRKMerck & Co Inc$1.1M0.1%7,830
CCitigroup Inc$1.1M0.1%8,765
COSTCostco Wholesale Corp$1.1M0.1%1,236
PGProcter & Gamble Co$1.1M0.1%7,587
FRANKLIN TEMPLETON ETF TR$1.1M0.1%46,078
PSXPhillips 66$1.1M0.1%4,183
LRCXLam Research Corp$1.1M0.1%3,242
MUBiShares National Muni Bond ETF$973.6K0.1%9,630
COFCapital One Financial Corp$960.5K0.1%4,975
AMDAdvanced Micro Devices Inc$957.4K0.1%1,565
VOOVanguard S&P 500 ETF$952.2K0.1%1,359
ORCLOracle Corp$942.9K0.1%6,867
XLFState Street Financial Select Sector SPDR ETF$929.1K0.1%17,398
CHUBB LIMITED$907.8K0.1%2,791
ABNBAirbnb Inc$898.4K0.1%5,592
FTNTFortinet Inc$890.2K0.1%4,980
HSBCHSBC Holdings PLC$846.1K0.1%8,520
VVVanguard Large-Cap ETF$846.1K0.1%2,405
SNOWSnowflake Inc$843.1K0.1%2,483
CNCCentene Corp$834.1K0.1%13,427
HDHome Depot Inc$816.2K0.1%2,869
PFEPfizer Inc$810K0.1%28,400
AMEAMETEK Inc$797.8K0.1%3,221
EXPEExpedia Group Inc$796.7K0.1%3,025
GEGeneral Electric Co$786.4K0.1%2,518
VLOValero Energy Corp$785.4K0.1%2,026
FIXComfort Systems USA Inc$784K0.1%474
BACBank of America Corp$777.3K0.1%14,282
SHELShell PLC$762.1K0.1%8,018
HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$752.6K0.1%32,069
ABTAbbott Laboratories$752.3K0.1%7,612
TRVTravelers Companies Inc$746.4K0.1%2,094
OXYOccidental Petroleum Corp$727K0.1%13,141
NEMNewmont Corporation$726.1K0.1%6,295
CATCaterpillar Inc$707.8K0.1%873
TEAMAtlassian Corp$704.6K0.1%3,930
KOCoca-Cola Co$686.3K0.1%7,973
MUFGMitsubishi UFJ Financial Group Inc$674.8K0.1%29,250
NTRANatera Inc$673.3K0.1%1,629
ISRGIntuitive Surgical Inc$672.6K0.1%1,654
SEAGATE TECHNOLOGY HLDNGS PL$670.5K0.1%727
DALDelta Air Lines Inc$663.9K0.1%7,955
VXUSVanguard Total International Stock ETF$662.4K0.1%7,797
PMPhilip Morris International Inc$657.1K0.1%3,444
NETCloudflare Inc$655.3K0.1%1,887
GSGoldman Sachs Group Inc$651.5K0.1%724
UNHUnitedHealth Group Inc$649.2K0.1%1,769
BLKBlackRock Inc$645.9K0.1%610
LECOLincoln Electric Holdings Inc$635K0.1%2,400
WDCWestern Digital Corp$634.9K0.1%1,397
DVNDevon Energy Corp$628.5K0.1%13,651
IWBiShares Russell 1000 ETF$626.3K0.1%1,505
SANBanco Santander SA$620.7K0.1%44,880
SPDR SERIES TRUST$612.2K0.1%3,512
TXNTexas Instruments Inc$606.4K0.1%2,165
BSXBoston Scientific Corp$599.4K0.1%13,733
GEVGE Vernova Inc$589.3K0.1%620
RYRoyal Bank of Canada$589K0.1%2,996
MEDTRONIC PLC$587.5K0.1%6,809
REGNRegeneron Pharmaceuticals Inc$582.4K0.1%768
BHPBHP Group Ltd$574.5K0.1%6,771
RTXRTX Corp$572.5K0.1%3,084
APHAmphenol Corp$567.9K0.1%6,737
GDGeneral Dynamics Corp$565.7K0.1%1,705
DISWalt Disney Co$564.5K0.1%5,381
LINDE PLC$560.1K0.1%1,180
VRTXVertex Pharmaceuticals Inc$554.7K0.1%1,061
ATOAtmos Energy Corp$548.9K0.1%3,509
FCXFreeport-McMoRan Inc$548.6K0.1%7,837
UALUnited Airlines Holdings Inc$538.6K0.1%4,854
RUBRIK INC.$537.2K0.1%4,693
WFCWells Fargo & Co$533.7K0.1%6,668
AMTAmerican Tower Corp$531.2K0.1%3,245
ADIAnalog Devices Inc$531.1K0.1%1,339
MRSHMarsh & McLennan Companies Inc$530.3K0.1%3,106
DELLDell Technologies Inc$525.4K0.1%977
PANWPalo Alto Networks Inc$510.5K0.1%1,285
TDToronto-Dominion Bank$507.6K0.1%4,319
TAT&T Inc$505.1K0.1%20,701
GISGeneral Mills Inc$505.1K0.1%15,705
SNDKSandisk Corp$502.8K0.1%289
NXP SEMICONDUCTORS N V$498.6K0.1%2,099
ROSTRoss Stores Inc$497.8K0.1%2,133
PEGPublic Service Enterprise Group Inc$493.8K0.1%7,333
VEEVVeeva Systems Inc$486.4K0.1%1,704
NVSNovartis AG$482.7K0.1%3,386
IBMInternational Business Machines Corp$477.8K0.1%2,172
NTRSNorthern Trust Corp$475.7K0.1%2,809
MUELLER INDS INC$467.9K0.1%7,720
TECHNIPFMC PLC$466.3K0.1%6,865
CGMUCapital Group Municipal Income ETF$464K0.1%17,887
GMGeneral Motors Co$458.4K0.1%5,953
WCNWaste Connections, Inc$456.2K0.1%2,964
BBVABanco Bilbao Vizcaya Argentaria SA$454.5K0.1%16,308
LMTLockheed Martin Corp$453.2K0.1%890
HPEHewlett Packard Enterprise Co$448.1K0.1%7,013
SONYSony Group Corp$444.8K0.1%18,902
PNCPNC Financial Services Group Inc$444.7K0.1%2,001
EMEEMCOR Group Inc$443.1K0.1%587
BABAAlibaba Group Holding Ltd$440.7K0.1%4,098
BANK OF NY MELLON CORP$439K0.1%3,035
FDXFedEx Corp$437.7K0.1%1,535
ELVElevance Health Inc$437.5K0.1%1,125
USBUS Bancorp$434.5K0.1%7,523
ARAntero Resources Corp$427K0.1%12,787
MARMarriott International Inc$426.2K0.1%1,198
SMFGSumitomo Mitsui Financial Group, Inc$421.5K0.1%16,266
EATON CORP PLC$421.1K0.1%980
BKNGBooking Holdings Inc$418.4K0.1%2,568
EOGEOG Resources Inc$415.2K0.1%3,014
MPCMarathon Petroleum Corp$415.2K0.1%1,050
MAMastercard Inc$414.4K0.1%751
AIGAmerican International Group Inc$414.4K0.1%5,568
SHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETF$413.9K0.1%8,871
AMATApplied Materials Inc$411.7K0.1%805
VRSNVeriSign, Inc$409.5K0.1%1,452
MCDMcDonald's Corp$407.7K0.1%1,765
LYONDELLBASELL INDUSTRIES NV$407.1K0.1%7,084
HPQHP Inc$404.5K0.0%12,933
BIIBBiogen Inc$398.7K0.0%1,765
ANETArista Networks Inc$398.2K0.0%1,956
ADPAutomatic Data Processing Inc$393.6K0.0%1,525
NTNXNutanix Inc$392.6K0.0%5,576
JOHNSON CONTROLS INTERNATION$389.9K0.0%2,623
CMICummins Inc$385.9K0.0%747
BCSBarclays PLC$385.9K0.0%15,899
DOWDow Inc$383K0.0%13,906
TE CONNECTIVITY PLC$380.8K0.0%1,804
ASTRAZENECA PLC$379K0.0%2,347
HIGHartford Insurance Group Inc$378.3K0.0%3,092
EQIXEquinix Inc$378.3K0.0%374
CRWDCrowdStrike Holdings Inc$375.2K0.0%1,417
PHParker-Hannifin Corp$373.6K0.0%391
SUBiShares Short-Term National Muni Bond ETF$372.3K0.0%3,562
TMOThermo Fisher Scientific Inc$364.7K0.0%540
VZVerizon Communications Inc$361.3K0.0%7,877
SYFSynchrony Financial$356.4K0.0%5,022
ZMZoom Communications Inc$355.3K0.0%3,914
SPYState Street SPDR S&P 500 ETF Trust$353.4K0.0%463
AAgilent Technologies Inc$352K0.0%2,043
VIGVanguard Div Appreciation ETF$349.3K0.0%1,497
MSMorgan Stanley$348.9K0.0%1,855
KMIKinder Morgan Inc$348.3K0.0%11,551
DOCUDocuSign Inc$348K0.0%5,182
KLACKLA Corp$347.8K0.0%1,784
JBHTJ B Hunt Transport Services Inc$347.2K0.0%1,549
MEDPMedpace Holdings Inc$344.5K0.0%552
TERTeradyne Inc$342.4K0.0%854
MFGMizuho Financial Group Inc$340.5K0.0%30,810
CRCrane Co$339.7K0.0%1,665
ADBEAdobe Inc$338.1K0.0%1,409
MKCMcCormick & Company Inc$337.6K0.0%7,275
INTUIntuit Inc$337.5K0.0%1,224
EFAiShares MSCI EAFE ETF$335.1K0.0%3,225
DGDollar General Corp$335K0.0%2,802
ITWIllinois Tool Works Inc$334.5K0.0%1,300
TXRHTexas Roadhouse Inc$332.2K0.0%2,125
UUnity Software Inc$330.9K0.0%8,084
DHID.R. Horton Inc$330.1K0.0%2,416
MOHMolina Healthcare Inc$329K0.0%1,740
TTWOTake-Two Interactive Software Inc$328.1K0.0%1,581
RIORio Tinto PLC$327.9K0.0%3,482
SCHESchwab Emerging Markets Equity ETF$327.5K0.0%8,986
COPConocoPhillips$327.5K0.0%2,617
FDSFactset Research Systems Inc$325K0.0%1,204
UBS GROUP AG$323.9K0.0%6,729
ESEversource Energy$323.7K0.0%5,045
NVRNVR Inc$320K0.0%52
SNPSSynopsys Inc$319.2K0.0%734
LITELumentum Holdings Inc$317.6K0.0%327
EWBCEast West Bancorp Inc$315.7K0.0%2,547
HALHalliburton Co$314.4K0.0%9,886
BBYBest Buy Co Inc$309.9K0.0%3,512
GILDGilead Sciences, Inc$309.8K0.0%2,079
DHRDanaher Corp$309.2K0.0%1,395
MDBMongoDB Inc$308.9K0.0%886
FIVEFive Below Inc$308.5K0.0%1,405
ARWArrow Electronics Inc$308.3K0.0%1,358
ILMNIllumina Inc$307.1K0.0%1,122
PHMPultegroup Inc$304.5K0.0%2,624
DTEDTE Energy Co$303.2K0.0%2,489
VIKING HOLDINGS LTD$303.1K0.0%3,870
TMToyota Motor Corp$302.7K0.0%1,653
SCHWCharles Schwab Corp$301.7K0.0%3,087
STTState Street Corp$300.6K0.0%1,722
DTDynatrace Inc$300.1K0.0%5,198
METMetLife Inc$299.9K0.0%3,185
CSCOCisco Systems Inc$298.2K0.0%2,770
HONHoneywell International Inc$297.6K0.0%1,411
CIENCiena Corp$295.9K0.0%841
WWayfair Inc$295.4K0.0%2,880
ARMKAramark$294.3K0.0%5,495
BWABorgwarner Inc$293.7K0.0%4,886
TGTTarget Corp$292.2K0.0%1,865
ULUnilever PLC$291.3K0.0%4,796
FFIVF5 Inc$288.5K0.0%648
NWSANews Corp$288.2K0.0%10,059
ORLYO'Reilly Automotive Inc$287.7K0.0%3,369
MOAltria Group Inc$286.3K0.0%4,252
PAYXPaychex Inc$284.3K0.0%2,886
AITApplied Industrial Technologies Inc$283.1K0.0%852
CARRCarrier Global Corp$283K0.0%5,158
DLTRDollar Tree Inc$280K0.0%2,456
HCAHCA Healthcare Inc$279.9K0.0%656
OMFOneMain Holdings Inc$279.7K0.0%5,050
NOWServiceNow Inc$278.9K0.0%2,081
BABoeing Co$278.7K0.0%1,498
ZSZscaler Inc$275.4K0.0%1,381
CBRECBRE Group Inc$272.2K0.0%2,119
ITGartner Inc$271K0.0%1,453
HUBSHubSpot Inc$269.5K0.0%1,315
GDDYGoDaddy Inc$269.4K0.0%2,821
SHOPShopify Inc$269K0.0%1,814
INSMInsmed Inc$268.2K0.0%2,350
MRVLMarvell Technology Inc$265.8K0.0%1,006
NFLXNetflix Inc$265K0.0%3,809
SRESempra$263.1K0.0%3,375
PODDInsulet Corp$262.5K0.0%2,012
VRTVertiv Holdings Co$261.8K0.0%1,085
PCTYPaylocity Holding Corp$260.6K0.0%1,828
IRMIron Mountain Inc$260.2K0.0%2,345
KKRKKR & Co Inc$259.7K0.0%2,845
MKLMarkel Group Inc$258.6K0.0%151
PPGPPG Industries Inc$257.1K0.0%2,464
BMOBank of Montreal$256.9K0.0%1,536
BNSBank of Nova Scotia$256.6K0.0%2,825
BPBP PLC$256.4K0.0%5,829
BXBlackstone Inc$255.9K0.0%2,283
SAPSAP SE$255.8K0.0%1,227
CEGConstellation Energy Corp$255K0.0%1,004
ASXASE Technology Holding Co Ltd$253.8K0.0%5,708
CORCEPT THERAPEUTICS INC$253.6K0.0%2,201
INCYIncyte Corp$253.5K0.0%2,089
TJXTJX Companies Inc$252.1K0.0%1,906
QCOMQualcomm Inc$252K0.0%1,369
LYGLloyds Banking Group PLC$251.5K0.0%44,663
KRKroger Co$251.1K0.0%4,283
MCKMcKesson Corp$249.3K0.0%292
GPCGenuine Parts Co$249K0.0%1,980
PLDPrologis Inc$246.3K0.0%1,897
SPGIS&P Global Inc$246.2K0.0%624
RBLXRoblox Corp$245.7K0.0%5,799
BKRBaker Hughes Co$245.1K0.0%4,465
WMTWalmart Inc$245.1K0.0%2,358
NNNNNN REIT Inc$244.8K0.0%5,958
FOXAFox Corp$244.1K0.0%3,897
AYIAcuity Inc$244.1K0.0%788
OCOwens Corning$243.2K0.0%2,083
SCHGSchwab U.S. Large-Cap Growth ETF$242.4K0.0%6,747
STLDSteel Dynamics Inc$242.2K0.0%1,093
ADMArcher-Daniels-Midland Co$241.6K0.0%3,043
GARMIN LTD$241.2K0.0%841
NWGNatWest Group PLC$240.9K0.0%13,274
AMPAmeriprise Financial Inc$239.4K0.0%486
AMGNAmgen Inc$238.4K0.0%566
INGING Groep NV$236.4K0.0%6,659
PBFPBF Energy Inc$233.9K0.0%3,039
CHEChemed Corp$231.3K0.0%458
JEFJefferies Financial Group Inc$231.3K0.0%5,058
SYYSysco Corp$229.6K0.0%2,945
SSBSouthState Bank Corp$229.3K0.0%2,303
EMREmerson Electric Co$228.8K0.0%1,475
THCTenet Healthcare Corp$228K0.0%892
JBLJabil Inc$227.8K0.0%794
LNGCheniere Energy Inc$227.3K0.0%845
MSCIMSCI Inc$225.2K0.0%418
NDSNNordson Corp$224.9K0.0%686
CPAYCorpay Inc$224.6K0.0%578
INVESCO LTD$221.4K0.0%7,342
EXELExelixis Inc$219.2K0.0%3,753
EBAYeBay Inc$218.5K0.0%2,060
J P MORGAN EXCHANGE TRADED F$214.7K0.0%2,918
MMM3M Co$214.1K0.0%1,304
WALWestern Alliance Bancorp$212.4K0.0%2,828
ABRDN PRECIOUS METALS BASKET$212.2K0.0%1,139
CLColgate-Palmolive Co$212K0.0%2,485
HSTHost Hotels and Resorts, Inc$212K0.0%9,468
TAKTakeda Pharmaceutical Co Ltd$212K0.0%11,652
CNQCanadian Natural Resources Ltd$211.3K0.0%4,488
DECKDeckers Outdoor Corp$211.1K0.0%2,701
UIUbiquiti Inc$210.6K0.0%371
PNFPPinnacle Financial Partners Inc$209.3K0.0%2,236
BTIBritish American Tobacco plc$209.2K0.0%3,845
CMCanadian Imperial Bank of Commerce$209.1K0.0%1,898
PFGCPerformance Food Group Co$208.3K0.0%2,276
PRPermian Resources Corp$207.9K0.0%9,843
ODFLOld Dominion Freight Line Inc$207.8K0.0%1,195
DUOLDuolingo Inc$207.1K0.0%1,454
WCCWesco International Inc$205.3K0.0%571
CFGCitizens Financial Group Inc$204.5K0.0%3,208
AEPAmerican Electric Power Company Inc$204.4K0.0%1,723
CARNIVAL CORP LTD$201.1K0.0%8,195
MOSMosaic Co$200.9K0.0%9,280
CBSHCommerce Bancshares Inc$200K0.0%3,654
VALEVale SA$172.3K0.0%12,846
VFCVF Corp$171.3K0.0%12,183
PCGPG&E Corp$159.8K0.0%13,041
CAGConagra Brands Inc$158.1K0.0%11,761
CNH INDL N V$153.4K0.0%11,940
FFord Motor Co$135.3K0.0%11,220
BANCO BRADESCO S A$105.2K0.0%29,874
ABEVAmbev SA$62.2K0.0%21,309

Quarter ending 2026-09-30.

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