Latest RIVERSEDGE ADVISORS, LLC Stock Portfolio

RIVERSEDGE ADVISORS, LLC Performance:

2025 Q4: 0.79%YTD: 13.64%2024: -7.8%

Performance for 2025 Q4 is 0.79%, and YTD is 13.64%, and 2024 is -7.8%.

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 $615 Millions as of 31 Dec, 2025.

The top stock holdings of RIVERSEDGE ADVISORS, LLC are VB, AGT, BIV. The fund has invested 13.5% of it's portfolio in VANGUARD INDEX FDS and 9.1% of portfolio in ISHARES TR.

The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA), GRAYSCALE ETHEREUM MINI TR E and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), VANGUARD INDEX FDS (VB) and MASTERCARD INCORPORATED (MA). RIVERSEDGE ADVISORS, LLC opened new stock positions in GRAYSCALE COINDESK CRYPTO (GDLC), CENTENE CORP DEL (CNC) and EDISON INTL (EIX). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and TEXAS PACIFIC LAND CORPORATI (TPL).

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

Our best estimate is that RIVERSEDGE ADVISORS, LLC made a return of 0.79% in the last quarter. In trailing 12 months, it's portfolio return was 13.64%.

Performance
S&P 500

New Buys

Ticker	$ Bought
grayscale coindesk crypto	4,641,130
centene corp del	422,693
edison intl	393,431
lockheed martin corp	373,261
zoom communications inc	352,149
atlassian corporation	342,926
us bancorp del	338,010
accenture plc ireland	328,668

New stocks bought by RIVERSEDGE ADVISORS, LLC

Additions

Ticker	% Inc.
netflix inc	866
servicenow inc	858
texas pacific land corporati	176
tjx cos inc new	104
bristol-myers squibb co	90.99
d r horton inc	75.17
booking holdings inc	70.45
chubb limited	65.61

Additions to existing portfolio by RIVERSEDGE ADVISORS, LLC

Reductions

Ticker	% Reduced
adobe inc	-46.72
vanguard index fds	-38.79
mastercard incorporated	-28.07
ge vernova inc	-23.73
ishares tr	-19.42
visa inc	-19.12
ishares bitcoin trust etf	-18.88
vanguard index fds	-18.69

RIVERSEDGE ADVISORS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
schwab strategic tr	-11,867,700
schwab strategic tr	-4,385,640
grayscale ethereum mini tr e	-1,420,280
spdr series trust	-573,212
kinder morgan inc del	-200,775
verizon communications inc	-224,318
unilever plc	-276,243
procter and gamble co	-548,026

RIVERSEDGE ADVISORS, LLC got rid off the above stocks

Sector Distribution

RIVERSEDGE ADVISORS, LLC has about 83.3% of it's holdings in Others sector.

Sector	%
Others	83.3
Technology	8.3
Financial Services	1.6
Consumer Cyclical	1.6
Communication Services	1.6
Healthcare	1.4

Market Cap. Distribution

RIVERSEDGE ADVISORS, LLC has about 16.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	83.3
MEGA-CAP	10.6
LARGE-CAP	5.8

Stocks belong to which Index?

About 15.2% of the stocks held by RIVERSEDGE ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	84.6
S&P 500	15.2

Top 5 Winners (%)		%
MU	micron technology inc	63.6 %
GM	general mtrs co	31.8 %
LLY	eli lilly & co	31.0 %
EXPE	expedia group inc	30.8 %
GOOG	alphabet inc	27.7 %

Top 5 Winners ($)		$
VB	vanguard index fds	1.7 M
AAPL	apple inc	1.6 M
AGT	ishares tr	1.5 M
GOOG	alphabet inc	0.9 M
FNDA	schwab strategic tr	0.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
NOW	servicenow inc	-73.4 %
TPL	texas pacific land corporati	-60.5 %
ORCL	oracle corp	-29.6 %
	bitwise bitcoin etf tr	-22.6 %

Top 5 Losers ($)		$
NFLX	netflix inc	-2.7 M
	grayscale bitcoin mini tr et	-2.5 M
NOW	servicenow inc	-1.1 M
	ishares bitcoin trust etf	-0.7 M
TPL	texas pacific land corporati	-0.5 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 213 stocks in it's portfolio. About 61.2% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. VB was the most profitable stock for RIVERSEDGE ADVISORS, LLC last quarter.

Last Reported on: 07 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.17	94,290	25,633,600	added	2.23

AAXJ	ishares tr	0.26	14,902	1,596,140	reduced	-6.46

AAXJ	ishares tr	0.06	3,703	395,137	reduced	-17.56

ABBV	abbvie inc	0.18	4,729	1,080,630	added	4.42

ABNB	airbnb inc	0.05	2,439	331,021	added	22.56

ABT	abbott labs	0.08	3,716	465,613	reduced	-1.01

ACN	accenture plc ireland	0.05	1,225	328,668	new

ADBE	adobe inc	0.04	795	278,242	reduced	-46.72

ADP	automatic data processing in	0.04	1,006	258,826	reduced	-4.19

ADT	adt inc del	0.03	22,549	181,970	added	10.32

AFK	vaneck etf trust	0.05	2,500	284,450	unchanged	0.00

AGT	ishares tr	9.12	679,736	56,064,600	added	6.67

ALNY	alnylam pharmaceuticals inc	0.00	0.00	0.00	sold off	-100

AME	ametek inc	0.05	1,557	319,566	added	0.71

AMZN	amazon com inc	0.49	13,042	3,010,440	added	6.64

ANET	arista networks inc	0.05	2,535	332,161	added	45.77

APH	amphenol corp new	0.06	2,852	385,419	added	4.05

AVGO	broadcom inc	0.32	5,659	1,958,620	added	5.15

AXP	american express co	0.04	596	220,389	new

AZO	autozone inc	0.00	0.00	0.00	sold off	-100