Riversedge Advisors, LLC Portfolio Holdings

Riversedge Advisors, LLC

  • $578 Million
  • Q3 2025

Riversedge Advisors, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $578 Million distributed in 198 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $71.3M, Ishares Core Msci Intl Develop with a value of $51.1M, Vanguard Bd Index Fd Inc Total with a value of $44.8M, Spdr Portfolio with a value of $36.2M, and Vanguard Ftse Emerging Mkts Et with a value of $29M.

Examining the 13F form we can see an increase of $74.7M in the current position value, from $504M to 578M.

Below you can find more details about Riversedge Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $578 Million
ETFs: $479 Million
Technology: $49 Million
Financial Services: $13.7 Million
Consumer Cyclical: $10.3 Million
Communication Services: $8.76 Million
Healthcare: $6.46 Million
Industrials: $4.02 Million
Consumer Defensive: $3.36 Million
Other: $4.16 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$71.3 Million 12.32% of portfolio
231,471
Q3 2025 Added 6.33%
$0
$51.1 Million 8.83% of portfolio
637,225
Q3 2025 Added 6.45%
$0
$44.8 Million 7.75% of portfolio
602,845
Q3 2025 Added 2.78%
$0
$36.2 Million 6.26% of portfolio
346,517
Q3 2025 Reduced 1.47%
$0
$29 Million 5.01% of portfolio
534,917
Q3 2025 Added 1.27%
$0
$26.7 Million 4.61% of portfolio
481,870
Q3 2025 Reduced 4.33%
$0
$26 Million 4.5% of portfolio
137,184
Q3 2025 Added 5.13%
$0
$25.7 Million 4.45% of portfolio
1,105,513
Q3 2025 Reduced 0.73%
$4.22T
$23.5 Million 4.06% of portfolio
92,230
Q3 2025 Added 5.47%
$0
$18.9 Million 3.27% of portfolio
216,810
Q3 2025 Reduced 3.04%
$0
$17 Million 2.94% of portfolio
283,719
Q3 2025 Reduced 0.54%
$0
$16.1 Million 2.79% of portfolio
321,734
Q3 2025 Added 5.86%
$0
$14.3 Million 2.48% of portfolio
29,898
Q3 2025 Added 5.84%
$0
$13.7 Million 2.38% of portfolio
115,656
Q3 2025 Added 11.09%
$0
$11.9 Million 2.05% of portfolio
450,558
Q3 2025 Reduced 21.48%
$0
$10.3 Million 1.77% of portfolio
54,990
Q3 2025 Added 9.63%
$0
$8.8 Million 1.52% of portfolio
177,922
Q3 2025 Added 3.22%
$451B
$6.07 Million 1.05% of portfolio
32,526
Q3 2025 Added 29.13%
$3.86T
$5.96 Million 1.03% of portfolio
11,498
Q3 2025 Added 26.45%
$0
$5.48 Million 0.95% of portfolio
23,422
Q3 2025 Reduced 0.36%
$0
$5.12 Million 0.88% of portfolio
109,278
Q3 2025 Reduced 0.47%
$0
$4.39 Million 0.76% of portfolio
157,191
Q3 2025 Reduced 20.7%
$356B
$4.15 Million 0.72% of portfolio
22,754
Q3 2025 Added 4.04%
$0
$3.51 Million 0.61% of portfolio
11,782
Q3 2025 Reduced 4.36%
$0
$2.96 Million 0.51% of portfolio
78,475
Q3 2025 Added 5.55%
$1.5T
$2.88 Million 0.5% of portfolio
11,846
Q3 2025 Added 18.32%
$2.26T
$2.69 Million 0.46% of portfolio
12,230
Q3 2025 Added 28.35%
$0
$2.3 Million 0.4% of portfolio
78,854
Q3 2025 Reduced 3.02%
$0
$2.31 Million 0.4% of portfolio
3,451
Q3 2025 Reduced 0.98%
$1.53T
$2.13 Million 0.37% of portfolio
8,741
Q3 2025 Added 26.24%
$0
$2.03 Million 0.35% of portfolio
9,721
Q3 2025 Reduced 4.66%
$1.65T
$1.93 Million 0.33% of portfolio
2,631
Q3 2025 Added 31.75%
$139B
$1.78 Million 0.31% of portfolio
5,382
Q3 2025 Added 33.58%
$0
$1.7 Million 0.29% of portfolio
15,932
Q3 2025 Reduced 3.37%
$0
$1.59 Million 0.27% of portfolio
13,143
Q3 2025 Reduced 0.24%
$1.4T
$1.56 Million 0.27% of portfolio
3,499
Q3 2025 Added 34.47%
$0
$1.51 Million 0.26% of portfolio
2,029
Q3 2025 Reduced 1.89%
$646B
$1.42 Million 0.25% of portfolio
2,826
Q3 2025 Added 22.34%
$0
$1.34 Million 0.23% of portfolio
26,313
Q3 2025 Reduced 1.29%
$1.53T
$1.27 Million 0.22% of portfolio
4,546
Q3 2025 Added 6.79%
$871B
$1.3 Million 0.22% of portfolio
4,120
Q3 2025 Added 30.79%
$0
$1.14 Million 0.2% of portfolio
3,555
Q3 2025 Reduced 1.71%
$0
$1.17 Million 0.2% of portfolio
1,910
Q3 2025 Added 117.29%
$0
$1.08 Million 0.19% of portfolio
3,298
Q3 2025 Added 34.94%
$409B
$1.05 Million 0.18% of portfolio
4,529
Q3 2025 Added 20.04%
$502B
$970,000 0.17% of portfolio
5,235
Q3 2025 Added 22.37%
$0
$972,000 0.17% of portfolio
39,015
Q3 2025 Reduced 7.91%
$88.8B
$967,000 0.17% of portfolio
2,031
Q3 2025 Added 0.74%
$415B
$983,000 0.17% of portfolio
1,062
Q3 2025 Added 4.63%

Summary

  • Portfolio
  • No. of Stocks 198
  • Current Value $578 Million
  • Prior Value $504 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 74 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
Track This Portfolio

Track Riversedge Advisors, LLC Portfolio

Follow Riversedge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Riversedge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Riversedge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email