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Latest RIVERSEDGE ADVISORS, LLC Stock Portfolio

RIVERSEDGE ADVISORS, LLC Performance:
2025 Q3: 1.85%YTD: 1.63%2024: 3.33%
Performance for 2025 Q3 is 1.85%, and YTD is 1.63%, and 2024 is 3.33%.

About RIVERSEDGE ADVISORS, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, RIVERSEDGE ADVISORS, LLC reported an equity portfolio of $596.7 Millions as of 30 Sep, 2025.

The top stock holdings of RIVERSEDGE ADVISORS, LLC are VB, AGT, BIV. The fund has invested 11.9% of it's portfolio in VANGUARD INDEX FDS and 8.6% of portfolio in ISHARES TR.

The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA) and AXON ENTERPRISE INC (AXON) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), SPDR SERIES TRUST (BIL) and AMBEV SA. RIVERSEDGE ADVISORS, LLC opened new stock positions in GRAYSCALE ETHEREUM MINI TR E, VANGUARD STAR FDS (VXUS) and PROCTER AND GAMBLE CO (PG). The fund showed a lot of confidence in some stocks as they added substantially to ADOBE INC (ADBE), GRAYSCALE BITCOIN MINI TR ET and VANGUARD INDEX FDS (VB).

RIVERSEDGE ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that RIVERSEDGE ADVISORS, LLC made a return of 1.85% in the last quarter. In trailing 12 months, it's portfolio return was 2.48%.

New Buys

Ticker$ Bought
grayscale ethereum mini tr e1,420,280
vanguard star fds721,083
procter and gamble co548,026
walmart inc528,936
merck & co inc490,072
expedia group inc476,449
ge aerospace413,960
unitedhealth group inc392,069
New stocks bought by RIVERSEDGE ADVISORS, LLC

Additions

Ticker% Inc.
adobe inc158
grayscale bitcoin mini tr et154
vanguard index fds117
exxon mobil corp70.61
philip morris intl inc67.37
bristol-myers squibb co61.29
eli lilly & co61.09
travelers companies inc58.48
Additions to existing portfolio by RIVERSEDGE ADVISORS, LLC

Reductions

Ticker% Reduced
schwab strategic tr-21.48
schwab strategic tr-20.7
spdr series trust-17.3
ambev sa-15.06
spdr series trust-7.91
intuitive surgical inc-5.15
vanguard index fds-4.66
vanguard index fds-4.36
RIVERSEDGE ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
schwab strategic tr-222,463
axon enterprise inc-212,781
RIVERSEDGE ADVISORS, LLC got rid off the above stocks

Sector Distribution

RIVERSEDGE ADVISORS, LLC has about 84.8% of it's holdings in Others sector.

Sector%
Others84.8
Technology7.9
Consumer Cyclical1.6
Financial Services1.5
Communication Services1.5

Market Cap. Distribution

RIVERSEDGE ADVISORS, LLC has about 14.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED84.8
MEGA-CAP10.3
LARGE-CAP4.6

Stocks belong to which Index?

About 13.8% of the stocks held by RIVERSEDGE ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others86.1
S&P 50013.8
Top 5 Winners (%)%
PLTR
palantir technologies inc
32.1 %
GOOG
alphabet inc
30.3 %
GOOG
alphabet inc
27.4 %
TSLA
tesla inc
27.0 %
AAPL
apple inc
22.6 %
Top 5 Winners ($)$
AAPL
apple inc
4.3 M
PLTR
palantir technologies inc
1.0 M
IJR
ishares tr
1.0 M
NVDA
nvidia corporation
0.7 M
GOOG
alphabet inc
0.7 M
Top 5 Losers (%)%
ISRG
intuitive surgical inc
-17.7 %
INTU
intuit
-12.3 %
NFLX
netflix inc
-9.9 %
NOW
servicenow inc
-8.3 %
PM
philip morris intl inc
-6.8 %
Top 5 Losers ($)$
ISRG
intuitive surgical inc
-0.1 M
COST
costco whsl corp new
-0.1 M
NFLX
netflix inc
-0.1 M
MCO
moodys corp
-0.1 M
INTU
intuit
0.0 M

RIVERSEDGE ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of RIVERSEDGE ADVISORS, LLC

RIVERSEDGE ADVISORS, LLC has 197 stocks in it's portfolio. About 59.2% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for RIVERSEDGE ADVISORS, LLC last quarter.

Last Reported on: 09 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions