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Latest RIVERSEDGE ADVISORS, LLC Stock Portfolio

$813Million | No. of Holdings #366

RIVERSEDGE ADVISORS, LLC Performance

2026 Q3+1.13%
YTD+2.19%
2025+14.90%

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

On 2026-10-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, RIVERSEDGE ADVISORS, LLC reported an equity portfolio of $813 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of RIVERSEDGE ADVISORS, LLC are VB, VB, AGT. The fund has invested 10.6% of it's portfolio in VANGUARD INDEX FDS and 8.3% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), EDISON INTL (EIX) and CARPENTER TECHNOLOGY CORP (CRS) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), PG&E CORP (PCG) and WALMART INC (WMT). RIVERSEDGE ADVISORS, LLC opened new stock positions in ISHARES TR (ACWF), BNY MELLON ETF TRUST (BKAG) and VANECK FDS. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (EMGF), VANGUARD INDEX FDS (VB) and PROCTER & GAMBLE CO (PG).
RIVERSEDGE ADVISORS, LLC Equity Portfolio Value
Last Reported on: 09 Oct, 2026
$813Million
  as of Oct 09, 2026

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

Our best estimate is that RIVERSEDGE ADVISORS, LLC made a return of 1.13% in the last quarter. In trailing 12 months, it's portfolio return was 3.72%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr6,980,840
bny mellon etf trust6,064,800
vaneck fds2,714,800
space exploration techn corp1,766,940
exxonmobil holdings corp1,323,660
ishares tr626,276
texas instrs inc606,395
atmos energy corp548,948
New stocks bought by RIVERSEDGE ADVISORS, LLC

Additions

Ticker% Inc.
ishares inc2,840
vanguard index fds299
procter & gamble co230
pfizer inc153
oracle corp125
disney walt co125
caterpillar inc123
occidental pete corp107
Additions to existing portfolio by RIVERSEDGE ADVISORS, LLC

Reductions

Ticker% Reduced
vanguard index fds-98.36
pg&e corp-70.87
walmart inc-63.47
tjx cos inc new-57.66
vanguard intl equity index f-39.84
ishares tr-27.34
western alliance bancorp-27.34
mcdonalds corp-24.18
RIVERSEDGE ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
draftkings inc new-341,086
medical properties trust inc-52,876
edison intl-627,688
united microelectronics corp-213,898
exxon mobil corp-934,238
molson coors beverage co-248,604
enbridge inc-251,101
gsk plc-234,055
RIVERSEDGE ADVISORS, LLC got rid off the above stocks

Sector Distribution

RIVERSEDGE ADVISORS, LLC has about 74% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Communication Services
  • Energy
Sector%
Others74
Technology12.7
Healthcare2.4
Financial Services2.4
Consumer Cyclical2
Industrials1.9
Communication Services1.7
Energy1.1

Market Cap. Distribution

RIVERSEDGE ADVISORS, LLC has about 25.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED74.2
MEGA-CAP15.7
LARGE-CAP9.7

Stocks belong to which Index?

About 22.6% of the stocks held by RIVERSEDGE ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others77.1
S&P 50022.6
Top 5 Winners (%)%
TEAM
atlassian corporation
106.6 %
PLTR
palantir technologies inc
58.3 %
VEEV
veeva sys inc
55.2 %
ILMN
illumina inc
51.8 %
MPC
marathon pete corp
50.4 %
Top 5 Winners ($)$
AAPL
apple inc
6.7 M
ishares bitcoin trust etf
3.0 M
MSFT
microsoft corp
1.9 M
VB
vanguard index fds
1.9 M
PLTR
palantir technologies inc
1.6 M
Top 5 Losers (%)%
APH
amphenol corp
-45.3 %
MLI
mueller inds inc
-44.8 %
KLAC
kla corp
-35.2 %
AMAT
applied matls inc
-28.2 %
CIEN
ciena corp
-27.6 %
Top 5 Losers ($)$
BIV
vanguard bd index fds
-1.8 M
VTEB
vanguard mun bd fds
-1.1 M
IJR
ishares tr
-0.9 M
VB
vanguard index fds
-0.7 M
IVOG
vanguard admiral fds 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 366 stocks in it's portfolio. About 52.7% of the portfolio is in top 10 stocks. BIV proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for RIVERSEDGE ADVISORS, LLC last quarter.

$805.90MTotal Value
400Positions
09 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of RIVERSEDGE ADVISORS, LLC, last reported on 09 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RIVERSEDGE ADVISORS, LLC's holding in Ishares Tr over time
0.12%9,630
$973.6K
0.12%
decreased 27.34 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RIVERSEDGE ADVISORS, LLC's holding in Ishares Tr over time
0.05%3,562
$372.3K
0.05%
increased 0.45 percentadded
ABEV
Ambev Sa

Ambev Sa

ABEV
RIVERSEDGE ADVISORS, LLC's holding in Ambev Sa over time
0.01%21,309
$62.2K
0.01%
decreased 3.94 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
RIVERSEDGE ADVISORS, LLC's holding in Ishares Tr over time
0.86%132,640
$6.98M
0.86%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
RIVERSEDGE ADVISORS, LLC's holding in American Centy Etf Tr over time
0.91%78,803
$7.41M
0.91%
decreased 0.31 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
RIVERSEDGE ADVISORS, LLC's holding in Vaneck Etf Trust over time
0.82%167,730
$6.68M
0.82%
increased 6 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
RIVERSEDGE ADVISORS, LLC's holding in Ishares Tr over time
6.83%620,887
$55.56M
6.83%
decreased 6.16 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
RIVERSEDGE ADVISORS, LLC's holding in Ishares Tr over time
0.86%163,420
$7.01M
0.86%
increased 5.25 percentadded