# RIVERSEDGE ADVISORS, LLC

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 1787663. Source: https://holderbook.com/funds/1787663-riversedge-advisors-llc/

- Reported value: $813.0M
- Positions: 367
- Weight of the ten largest: 53.6%
- Filed: 2026-10-09

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $86.1M | 398,629 | 10.6% | 24 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $67.8M | 751,879 | 8.3% | 24 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $57.7M | 151,913 | 7.1% | 26 |
| ISHARES TR | [IDEV](https://holderbook.com/stocks/IDEV/) | $55.6M | 620,887 | 6.8% | 8 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $39.1M | 318,078 | 4.8% | 27 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $35.8M | 510,243 | 4.4% | 8 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $29.6M | 1,078,985 | 3.6% | 27 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $27.9M | 455,920 | 3.4% | 27 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $19.0M | 268,475 | 2.3% | 30 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $17.0M | 357,963 | 2.1% | 30 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $16.2M | 167,304 | 2.0% | 17 |
| J P MORGAN EXCHANGE TRADED F | [JBND](https://holderbook.com/stocks/JBND/) | $14.9M | 290,625 | 1.8% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $14.0M | 235,719 | 1.7% | 30 |
| VANGUARD ADMIRAL FDS INC | [VIOV](https://holderbook.com/stocks/VIOV/) | $10.7M | 97,461 | 1.3% | 27 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $10.3M | 44,891 | 1.3% | 15 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $10.0M | 73,799 | 1.2% | 7 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $9.8M | 206,895 | 1.2% | 7 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $9.6M | 118,004 | 1.2% | 11 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $9.0M | 43,193 | 1.1% | 23 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $7.8M | 15,142 | 1.0% | 26 |
| FIDELITY COVINGTON TRUST | [FESM](https://holderbook.com/stocks/FESM/) | $7.5M | 167,464 | 0.9% | 3 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $7.4M | 78,803 | 0.9% | 3 |
| ISHARES TR | [IVLU](https://holderbook.com/stocks/IVLU/) | $7.0M | 163,420 | 0.9% | 3 |
| ISHARES TR | [IMTM](https://holderbook.com/stocks/IMTM/) | $7.0M | 132,640 | 0.9% | 1 |
| VANECK ETF TRUST | [RAAX](https://holderbook.com/stocks/RAAX/) | $6.7M | 167,730 | 0.8% | 3 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $6.5M | 138,139 | 0.8% | 7 |
| BNY MELLON ETF TRUST | [BKGI](https://holderbook.com/stocks/BKGI/) | $6.1M | 144,641 | 0.7% | 1 |
| VANGUARD SCOTTSDALE FDS | [VTWG](https://holderbook.com/stocks/VTWG/) | $5.5M | 21,164 | 0.7% | 27 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $5.5M | 105,776 | 0.7% | 27 |
| GRAYSCALE BITCOIN MINI TR ET | [BTC](https://holderbook.com/stocks/BTC/) | $5.2M | 140,932 | 0.6% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $5.2M | 20,736 | 0.6% | 15 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $4.7M | 13,648 | 0.6% | 22 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $4.4M | 23,310 | 0.5% | 10 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.8M | 11,112 | 0.5% | 22 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $3.5M | 10,476 | 0.4% | 21 |
| J P MORGAN EXCHANGE TRADED F | [JPIB](https://holderbook.com/stocks/JPIB/) | $3.2M | 69,145 | 0.4% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $2.8M | 2,657 | 0.3% | 5 |
| VANECK FDS | [NODE](https://holderbook.com/stocks/NODE/) | $2.7M | 69,421 | 0.3% | 1 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $2.7M | 80,473 | 0.3% | 18 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $2.5M | 3,483 | 0.3% | 13 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.4M | 6,829 | 0.3% | 12 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $2.2M | 2,904 | 0.3% | 17 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.0M | 5,776 | 0.3% | 9 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $2.0M | 15,881 | 0.2% | 17 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $2.0M | 4,335 | 0.2% | 12 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.0M | 3,933 | 0.2% | 16 |
| ISHARES TR | [USHY](https://holderbook.com/stocks/USHY/) | $1.9M | 52,086 | 0.2% | 17 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $1.8M | 11,712 | 0.2% | 1 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.7M | 6,481 | 0.2% | 26 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.7M | 5,135 | 0.2% | 14 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $1.7M | 7,298 | 0.2% | 21 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.7M | 8,148 | 0.2% | 15 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $1.7M | 11,600 | 0.2% | 18 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.4M | 1,222 | 0.2% | 7 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $1.3M | 8,133 | 0.2% | 1 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $1.3M | 21,212 | 0.2% | 9 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.3M | 10,610 | 0.2% | 5 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $1.3M | 2,804 | 0.2% | 26 |
| ISHARES TR | [IWO](https://holderbook.com/stocks/IWO/) | $1.3M | 3,544 | 0.2% | 18 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $1.2M | 688 | 0.2% | 11 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.2M | 4,748 | 0.2% | 26 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.2M | 3,168 | 0.1% | 21 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.2M | 3,213 | 0.1% | 15 |
| VANGUARD ADMIRAL FDS INC | [VIOG](https://holderbook.com/stocks/VIOG/) | $1.2M | 8,364 | 0.1% | 6 |
| PUTNAM ETF TRUST | [FTMH](https://holderbook.com/stocks/FTMH/) | $1.1M | 104,874 | 0.1% | 3 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.1M | 7,830 | 0.1% | 5 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $1.1M | 8,765 | 0.1% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.1M | 1,236 | 0.1% | 15 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.1M | 7,587 | 0.1% | 3 |
| FRANKLIN TEMPLETON ETF TR | [FLHY](https://holderbook.com/stocks/FLHY/) | $1.1M | 46,078 | 0.1% | 3 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $1.1M | 4,183 | 0.1% | 5 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.1M | 3,242 | 0.1% | 5 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $973.6K | 9,630 | 0.1% | 20 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $960.5K | 4,975 | 0.1% | 6 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $957.4K | 1,565 | 0.1% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $952.2K | 1,359 | 0.1% | 15 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $942.9K | 6,867 | 0.1% | 7 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $929.1K | 17,398 | 0.1% | 16 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $907.8K | 2,791 | 0.1% | 5 |
| AIRBNB INC | [ABNB](https://holderbook.com/stocks/ABNB/) | $898.4K | 5,592 | 0.1% | 5 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $890.2K | 4,980 | 0.1% | 4 |
| HSBC HLDGS PLC | [HSBC](https://holderbook.com/stocks/HSBC/) | $846.1K | 8,520 | 0.1% | 8 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $846.1K | 2,405 | 0.1% | 15 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $843.1K | 2,483 | 0.1% | 2 |
| CENTENE CORP DEL | [CNC](https://holderbook.com/stocks/CNC/) | $834.1K | 13,427 | 0.1% | 4 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $816.2K | 2,869 | 0.1% | 12 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $810.0K | 28,400 | 0.1% | 2 |
| AMETEK INC | [AME](https://holderbook.com/stocks/AME/) | $797.8K | 3,221 | 0.1% | 5 |
| EXPEDIA GROUP INC | [EXPE](https://holderbook.com/stocks/EXPE/) | $796.7K | 3,025 | 0.1% | 5 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $786.4K | 2,518 | 0.1% | 5 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $785.4K | 2,026 | 0.1% | 5 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $784.0K | 474 | 0.1% | 5 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $777.3K | 14,282 | 0.1% | 30 |
| SHELL PLC | [SHEL](https://holderbook.com/stocks/SHEL/) | $762.1K | 8,018 | 0.1% | 10 |
| SPDR SERIES TRUST | [HYMB](https://holderbook.com/stocks/HYMB/) | $752.6K | 32,069 | 0.1% | 30 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $752.3K | 7,612 | 0.1% | 26 |
| TRAVELERS COMPANIES INC | [TRV](https://holderbook.com/stocks/TRV/) | $746.4K | 2,094 | 0.1% | 6 |
| OCCIDENTAL PETE CORP | [OXY](https://holderbook.com/stocks/OXY/) | $727.0K | 13,141 | 0.1% | 2 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $726.1K | 6,295 | 0.1% | 5 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $707.8K | 873 | 0.1% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.5% | +14.8% | -4.4% | 100% |
| Q1 2026 | -2.5% | -4.6% | +2.2% | 100% |
| Q4 2025 | +1.3% | +2.4% | -1.1% | 100% |
| Q3 2025 | +7.2% | +7.8% | -0.6% | 100% |
| Q2 2025 | +8.1% | +10.5% | -2.4% | 100% |
| Q1 2025 | -1.6% | -4.6% | +3.0% | 100% |
| Q4 2024 | -2.0% | +2.1% | -4.1% | 100% |
| Q3 2024 | +6.0% | +5.4% | +0.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $813.0M | 367 |
| Q2 2026 | $759.1M | 315 |
| Q1 2026 | $617.7M | 216 |
| Q4 2025 | $615.0M | 214 |
| Q3 2025 | $596.7M | 198 |
| Q2 2025 | $511.3M | 126 |
| Q1 2025 | $448.4M | 118 |
| Q4 2024 | $442.3M | 99 |
| Q3 2024 | $440.9M | 100 |
| Q2 2024 | $410.1M | 92 |
| Q1 2024 | $405.7M | 88 |
| Q4 2023 | $365.0M | 79 |