Q3 2026 13F · SEC CIK 1787663

Riversedge Advisors, LLC

Wealth managerFiled 2026-10-09 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $805.9M
Reported positions: 367
Top holdings a year, 3 yrs: +14.3%
Assets under management: $928.4M

Riversedge Advisors, LLC is a wealth manager that reported 367 positions worth $805.9M in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were Vanguard Index Fds (VTV, 10.7%), Vanguard Index Fds (VUG, 8.4%), Ishares Tr (IDEV, 6.9%). A portfolio copying its top holdings returned 14.3% a year over the last 3 years, against 20.4% for the S&P 500.

Riversedge Advisors, LLC holdings largest 50 of 367 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Riversedge Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTVVanguard Index Fds	10.7%	11.5%	398,629	+0.5%	$86.1M
VUGVanguard Index Fds	8.4%	2.2%	751,879	+299.8%	$67.8M
IDEVIshares Tr	6.9%	7.8%	620,887	-6.2%	$55.6M
AAPLApple Inc	6.3%	5.9%	151,913	-1.2%	$50.6M
SPYGState Street Spdr Portfolio S&p 500 Grow	4.9%	5.1%	318,078	-1.6%	$39.1M
BNDVanguard Bd Index Fds	4.4%	5.5%	510,243	-10.1%	$35.8M
SCHFSchwab Strategic Tr	3.7%	4.0%	1,078,985	-1.0%	$29.6M
SPYVState Street Spdr Portfolio S&p 500 Valu	3.5%	3.7%	455,920	+0.1%	$27.9M
VEAVanguard Ftse Developed Markets Index Fu	2.4%	2.5%	268,475	-0.2%	$19.0M
VTEBVanguard Mun Bd Fds	2.1%	2.4%	357,963	+2.2%	$17.0M
IEFAIshares Tr	2.0%	2.2%	167,304	-0.2%	$16.2M
JBNDJ P Morgan Exchange Traded F	1.8%	1.6%	290,625	+30.1%	$14.9M
VWOVanguard Intl Equity Index F	1.7%	3.1%	235,719	-39.8%	$14.0M
VIOVVanguard S&p 600 Small Cap Value- ETF	1.3%	1.5%	97,461	-1.5%	$10.7M
NVDANvidia Corporation	1.3%	1.1%	44,891	+8.4%	$10.3M
IJRIshares Tr	1.2%	1.4%	73,799	+6.8%	$10.0M
IBITIshares Bitcoin Trust ETF	1.2%	1.0%	206,895	-5.2%	$9.8M
IEMGIshares Inc	1.2%	—	118,004	—	$9.6M
RSPInvesco Exchange Traded Fd T	1.1%	1.2%	43,193	-0.2%	$9.0M
MSFTMicrosoft Corp	1.0%	0.6%	15,142	+19.3%	$7.8M
FESMFidelity Covington Trust	0.9%	1.0%	167,464	+4.9%	$7.5M
AVEMAmerican Centy ETF Tr	0.9%	1.0%	78,803	-0.3%	$7.4M
IVLUIshares Tr	0.9%	0.9%	163,420	+5.2%	$7.0M
IMTMIshares Tr	0.9%	—	132,640	—	$7.0M
RAAXVaneck ETF Trust	0.8%	0.8%	167,730	+6.0%	$6.7M
BNDXVanguard Charlotte Fds	0.8%	0.9%	138,139	-0.1%	$6.5M
BKGIBny Mellon ETF Trust	0.8%	—	144,641	—	$6.1M
VTWGVanguard Scottsdale Fds	0.7%	0.8%	21,164	-2.8%	$5.5M
SPEMSpdr Index Shs Fds	0.7%	0.7%	105,776	-0.3%	$5.5M
BTCGrayscale Bitcoin Mini Tr Et	0.6%	0.5%	140,932	-0.5%	$5.2M
AMZNAmazon Com Inc	0.6%	0.6%	20,736	+6.1%	$5.2M
GOOGLAlphabet Inc	0.6%	0.6%	13,648	+0.3%	$4.7M
PLTRPalantir Technologies Inc	0.5%	0.3%	23,310	+4.5%	$4.4M
GOOGAlphabet Inc	0.5%	0.5%	11,112	+1.8%	$3.8M
VBKVanguard Index Fds	0.4%	0.5%	10,476	-1.0%	$3.5M
JPIBJ P Morgan Exchange Traded F	0.4%	0.4%	69,145	+12.9%	$3.2M
MUMicron Technology Inc	0.4%	0.4%	2,657	+10.8%	$2.8M
NODEVaneck Fds	0.3%	—	69,421	—	$2.7M
SCHVSchwab Strategic Tr	0.3%	0.4%	80,473	+0.5%	$2.7M
METAMeta Platforms Inc	0.3%	0.2%	3,483	+22.7%	$2.5M
AVGOBroadcom Inc	0.3%	0.3%	6,829	-0.3%	$2.4M
IVVIshares Tr	0.3%	0.3%	2,904	-0.2%	$2.2M
TSLATesla Inc	0.3%	0.3%	5,776	+8.2%	$2.0M
VGTVanguard World Fd	0.2%	0.3%	15,881	-0.8%	$2.0M
TSMTaiwan Semiconductor Manufac	0.2%	0.3%	4,335	-6.0%	$2.0M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	3,933	+13.4%	$2.0M
USHYiShares Broad USD High Yield Corporate B	0.2%	0.2%	52,086	+7.8%	$1.9M
SPCXSpace Exploration Techn Corp	0.2%	—	11,712	—	$1.8M
JNJJohnson & Johnson	0.2%	0.2%	6,481	+4.0%	$1.7M
JPMJpmorgan Chase & Co	0.2%	0.2%	5,135	+4.3%	$1.7M

What Riversedge Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+299.8% shares
JBND J P Morgan Exchange Traded F+30.1% shares
META Meta Platforms Inc+22.7% shares
MSFT Microsoft Corp+19.3% shares
BRK-B Berkshire Hathaway Inc Del+13.4% shares
JPIB J P Morgan Exchange Traded F+12.9% shares
MU Micron Technology Inc+10.8% shares
NVDA Nvidia Corporation+8.4% shares

Reduced

VWO Vanguard Intl Equity Index F-39.8% shares
BND Vanguard Bd Index Fds-10.1% shares
IDEV Ishares Tr-6.2% shares
TSM Taiwan Semiconductor Manufac-6.0% shares
IBIT Ishares Bitcoin Trust ETF-5.2% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.1% /yr; S&P 500 +20.1%
3 years: +14.3% /yr; S&P 500 +20.4%
5 years: +6.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$805.9M	367
Q2 2026	$752.9M	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

Questions about Riversedge Advisors, LLC's portfolio

What stocks does Riversedge Advisors, LLC own?

Riversedge Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 9, 2026, lists 367 positions worth $805.9M. The largest are Vanguard Index Fds (VTV) at 10.7%, Vanguard Index Fds (VUG) at 8.4%, Ishares Tr (IDEV) at 6.9%, Apple Inc (AAPL) at 6.3% and State Street Spdr Portfolio S&p 500 Grow (SPYG) at 4.9%.

What did Riversedge Advisors, LLC buy last quarter?

In Q3 2026, Riversedge Advisors, LLC added Vanguard Index Fds (VUG) (+299.8% shares), J P Morgan Exchange Traded F (JBND) (+30.1% shares) and Meta Platforms Inc (META) (+22.7% shares), compared with its Q2 2026 filing.

What did Riversedge Advisors, LLC sell last quarter?

In Q3 2026, Riversedge Advisors, LLC cut from its top 50 Vanguard Index Fds (VV), cut from its top 50 Vanguard Index Fds (VBR), cut from its top 50 Ishares Tr (IVW), cut from its top 50 Ishares Tr (MUB), cut from its top 50 Ishares Tr (IWO), Vanguard Intl Equity Index F (VWO) (-39.8% shares), Vanguard Bd Index Fds (BND) (-10.1% shares) and Ishares Tr (IDEV) (-6.2% shares), compared with its Q2 2026 filing.

How has Riversedge Advisors, LLC's portfolio performed?

A portfolio copying Riversedge Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.1% against +20.1%. Over 5 years: +6.3% a year against +11.6%.

When is Riversedge Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Riversedge Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Riversedge Advisors, LLC manage?

Riversedge Advisors, LLC reported $928.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $805.9M.