Latest RIVERSEDGE ADVISORS, LLC Stock Portfolio

RIVERSEDGE ADVISORS, LLC Performance:

2026 Q1: -1.63%YTD: -1.63%2025: 14.9%

Performance for 2026 Q1 is -1.63%, and YTD is -1.63%, and 2025 is 14.9%.

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

On 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, RIVERSEDGE ADVISORS, LLC reported an equity portfolio of $617.7 Millions as of 31 Mar, 2026.

The top stock holdings of RIVERSEDGE ADVISORS, LLC are VB, AGT, VB. The fund has invested 11.9% of it's portfolio in VANGUARD INDEX FDS and 8.5% of portfolio in ISHARES TR.

The fund managers got completely rid off GRAYSCALE COINDESK CRYPTO (GDLC), VANECK ETF TRUST (BUZZ) and VICTORY PORTFOLIOS II (CDC) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), PEPSICO INC (PEP) and ISHARES TR (IJR). RIVERSEDGE ADVISORS, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F, AMERICAN CENTY ETF TR (AEMB) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), GRAYSCALE BITCOIN MINI TR ET and DANAHER CORP DEL (DHR).

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

Our best estimate is that RIVERSEDGE ADVISORS, LLC made a return of -1.63% in the last quarter. In trailing 12 months, it's portfolio return was 14.39%.

Performance
S&P 500

New Buys

Ticker	$ Bought
j p morgan exchange traded f	11,906,500
american centy etf tr	6,669,690
vaneck etf trust	6,501,470
fidelity covington trust	6,429,070
ishares tr	5,952,560
j p morgan exchange traded f	2,876,320
putnam etf trust	1,315,490
franklin templeton etf tr	1,070,490

New stocks bought by RIVERSEDGE ADVISORS, LLC

Additions

Ticker	% Inc.
vanguard index fds	571
grayscale bitcoin mini tr et	88.24
danaher corp del	63.09
oracle corp	49.75
costco wholesale corporation	49.72
blackrock inc	49.55
intuit	46.04
delta air lines inc	38.24

Additions to existing portfolio by RIVERSEDGE ADVISORS, LLC

Reductions

Ticker	% Reduced
invesco exchange traded fd t	-71.52
pepsico inc	-54.5
ishares tr	-52.57
sandisk corp	-46.66
capital one finl corp	-44.32
vanguard index fds	-44.08
adt inc del	-37.21
zoom communications inc	-34.21

RIVERSEDGE ADVISORS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
grayscale coindesk crypto	-4,641,130
vaneck etf trust	-1,260,470
lyft inc	-254,619
victory portfolios ii	-595,560
hdfc bank ltd	-258,411
icici bank limited	-208,391
chipotle mexican grill inc	-256,373
schwab strategic tr	-203,418

RIVERSEDGE ADVISORS, LLC got rid off the above stocks

Sector Distribution

RIVERSEDGE ADVISORS, LLC has about 83.7% of it's holdings in Others sector.

Sector	%
Others	83.7
Technology	7.3
Consumer Cyclical	1.6
Communication Services	1.6
Healthcare	1.5
Financial Services	1.3
Industrials	1.1

Market Cap. Distribution

RIVERSEDGE ADVISORS, LLC has about 16.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	83.7
MEGA-CAP	11.6
LARGE-CAP	4.6

Stocks belong to which Index?

About 15% of the stocks held by RIVERSEDGE ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	84.8
S&P 500	15

Top 5 Winners (%)		%
	sandisk corp	128.5 %
TPL	texas pacific land corporati	65.2 %
WDC	western digital corp	56.9 %
FTI	technipfmc plc	54.9 %
VLO	valero energy corp	51.2 %

Top 5 Winners ($)		$
VB	vanguard index fds	1.1 M
FNDA	schwab strategic tr	0.8 M
AGT	ishares tr	0.7 M
VEA	vanguard tax-managed fds	0.4 M
IJR	ishares tr	0.4 M

Top 5 Losers (%)		%
INTU	intuit	-31.0 %
SAP	sap se	-29.2 %
NOW	servicenow inc	-27.8 %
ADBE	adobe inc	-27.6 %
HURN	huron consulting group inc	-26.3 %

Top 5 Losers ($)		$
VB	vanguard index fds	-3.3 M
BIL	spdr series trust	-3.0 M
	grayscale bitcoin mini tr et	-2.5 M
AAPL	apple inc	-1.7 M
VB	vanguard index fds	-1.5 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 215 stocks in it's portfolio. About 57.9% 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.

Last Reported on: 16 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.80	92,530	23,483,100	reduced	-1.87

AAXJ	ishares tr	0.23	13,189	1,400,020	reduced	-11.5

AAXJ	ishares tr	0.06	3,531	376,069	reduced	-4.64

ABBV	abbvie inc	0.16	4,601	1,000,750	reduced	-2.71

ABEV	ambev sa	0.01	21,937	64,056	added	27.15

ABNB	airbnb inc	0.06	3,049	385,028	added	25.01

ABT	abbott laboratories	0.07	4,453	457,142	added	19.83

ACN	accenture plc ireland	0.00	0.00	0.00	sold off	-100

ADBE	adobe inc	0.04	1,089	264,714	added	36.98

ADP	automatic data processing in	0.00	0.00	0.00	sold off	-100

ADT	adt inc del	0.01	14,159	93,025	reduced	-37.21

AEMB	american centy etf tr	1.08	82,771	6,669,690	new

AFK	vaneck etf trust	1.05	159,702	6,501,470	new

AFK	vaneck etf trust	0.00	0.00	0.00	sold off	-100

AGT	ishares tr	8.50	628,470	52,521,200	reduced	-7.54

AGT	ishares tr	0.96	150,014	5,952,560	new

AMD	advanced micro devices inc	0.03	1,035	210,550	new

AME	ametek inc	0.06	1,772	379,739	added	13.81

AMZN	amazon com inc	0.56	16,707	3,479,640	added	28.1

ANET	arista networks inc	0.04	1,914	235,001	reduced	-24.5