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Latest RIVERSEDGE ADVISORS, LLC Stock Portfolio

$759Million | No. of Holdings #314

RIVERSEDGE ADVISORS, LLC Performance

2026 Q2+2.72%
YTD+1.05%
2025+14.90%

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

On 2026-07-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, RIVERSEDGE ADVISORS, LLC reported an equity portfolio of $759.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of RIVERSEDGE ADVISORS, LLC are VB, AGT, VB. The fund has invested 11.4% of it's portfolio in VANGUARD INDEX FDS and 7.8% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off INTUIT (INTU), SALESFORCE INC (CRM) and OMNICOM GROUP INC (OMC) stocks. They significantly reduced their stock positions in GRAYSCALE BITCOIN MINI TR ET, NETFLIX INC. (NFLX) and BOOKING HOLDINGS INC (BKNG). RIVERSEDGE ADVISORS, LLC opened new stock positions in SNOWFLAKE INC (SNOW), SEAGATE TECHNOLOGY HLDNGS PL (STX) and WASTE CONNECTIONS INC (WCN). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES BITCOIN TRUST ETF.
RIVERSEDGE ADVISORS, LLC Equity Portfolio Value
Last Reported on: 16 Jul, 2026
$759Million
  as of Jul 16, 2026

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

Our best estimate is that RIVERSEDGE ADVISORS, LLC made a return of 2.72% in the last quarter. In trailing 12 months, it's portfolio return was 9.44%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
snowflake inc595,785
seagate technology hldngs pl592,510
waste connections inc556,245
carpenter technology corp549,604
applied matls inc522,729
general mills inc509,918
vertex pharmaceuticals inc493,253
viking holdings ltd488,914
New stocks bought by RIVERSEDGE ADVISORS, LLC

Additions

Ticker% Inc.
vanguard world fd699
vanguard index fds510
ishares bitcoin trust etf415
home depot inc122
capital one finl corp105
ross stores inc99.69
kinder morgan inc del90.59
international business machs87.4
Additions to existing portfolio by RIVERSEDGE ADVISORS, LLC

Reductions

Ticker% Reduced
grayscale bitcoin mini tr et-61.72
netflix inc.-38.49
sandisk corp-37.2
booking holdings inc-32.89
hca healthcare inc-32.05
intel corp-28.11
danaher corp del-23.99
at&t inc-22.68
RIVERSEDGE ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
adt inc del-93,025
bp plc-221,934
slb limited-212,806
omnicom group inc-244,155
uber technologies inc-204,929
servicenow inc-207,218
shopify inc-220,277
gilead sciences inc-201,878
RIVERSEDGE ADVISORS, LLC got rid off the above stocks

Sector Distribution

RIVERSEDGE ADVISORS, LLC has about 77.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Healthcare
  • Communication Services
Sector%
Others77.1
Technology10.8
Financial Services2.1
Consumer Cyclical2
Industrials1.9
Healthcare1.9
Communication Services1.7

Market Cap. Distribution

RIVERSEDGE ADVISORS, LLC has about 22.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED77.1
MEGA-CAP14.6
LARGE-CAP7.9

Stocks belong to which Index?

About 20.4% of the stocks held by RIVERSEDGE ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others79.2
S&P 50020.4
Top 5 Winners (%)%
MU
micron technology inc
225.9 %
sandisk corp
209.9 %
INTC
intel corp
186.0 %
AMD
advanced micro devices inc
126.1 %
KLAC
kla corp
95.2 %
Top 5 Winners ($)$
VB
vanguard index fds
8.4 M
BIL
spdr series trust
6.9 M
VB
vanguard index fds
6.6 M
AAPL
apple inc
4.4 M
AGT
ishares tr
3.5 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.3 %
UI
ubiquiti inc
-30.9 %
HURN
huron consulting group inc
-29.3 %
T
at&t inc
-25.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-38.4 M
VAW
vanguard world fd
-5.2 M
grayscale bitcoin mini tr et
-1.0 M
ishares bitcoin trust etf
-0.7 M
PLTR
palantir technologies inc
-0.7 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 314 stocks in it's portfolio. About 55.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for RIVERSEDGE ADVISORS, LLC last quarter.

$752.91MTotal Value
328Positions
16 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of RIVERSEDGE ADVISORS, LLC, last reported on 16 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RIVERSEDGE ADVISORS, LLC's holding in Ishares Tr over time
0.19%13,253
$1.43M
0.19%
increased 0.49 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RIVERSEDGE ADVISORS, LLC's holding in Ishares Tr over time
0.05%3,546
$377.6K
0.05%
increased 0.42 percentadded
ABEV
Ambev Sa

Ambev Sa

ABEV
RIVERSEDGE ADVISORS, LLC's holding in Ambev Sa over time
0.01%22,183
$69.7K
0.01%
increased 1.12 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
RIVERSEDGE ADVISORS, LLC's holding in American Centy Etf Tr over time
1%79,048
$7.63M
1%
decreased 4.5 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
RIVERSEDGE ADVISORS, LLC's holding in Vaneck Etf Trust over time
0.83%158,232
$6.28M
0.83%
decreased 0.92 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
RIVERSEDGE ADVISORS, LLC's holding in Ishares Tr over time
7.76%661,655
$58.89M
7.76%
increased 5.28 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
RIVERSEDGE ADVISORS, LLC's holding in Ishares Tr over time
0.86%155,273
$6.49M
0.86%
increased 3.51 percentadded