EdgeMarket › What Riversedge Advisors, Llc reported owning
What Riversedge Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
617.7MPositions
216Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTV Vanguard Morningstar Value ETF | 73.6M | 11.9% | 375.0K | 226.40 | +24.6% |
| IDEV iShares Core MSCI International Developed Mark | 52.5M | 8.5% | 628.5K | 93.31 | +18.6% |
| VV Vanguard Morningstar Large-Cap ETF | 44.1M | 7.1% | 147.6K | 352.60 | +19.8% |
| BND Vanguard Total Bond Market ETF | 40.8M | 6.6% | 554.6K | 72.23 | -1.8% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 32.3M | 5.2% | 330.3K | 120.21 | +22.2% |
| SCHF Schwab International Equity ETF | 27.0M | 4.4% | 1.1M | 28.46 | +24.7% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 25.9M | 4.2% | 458.4K | 63.51 | +17.5% |
| AAPL Apple Inc. | 23.5M | 3.8% | 92.5K | 309.35 | +36.9% |
| VWO Vanguard FTSE Emerging Markets ETF | 20.6M | 3.3% | 381.8K | 60.45 | +17.7% |
| VEA Vanguard FTSE Developed Markets ETF | 17.5M | 2.8% | 272.4K | 73.42 | +24.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 16.5M | 2.7% | 330.1K | 49.54 | +1.4% |
| IEFA iShares Core MSCI EAFE ETF | 15.5M | 2.5% | 170.7K | 100.85 | +16.8% |
| VUG Vanguard Morningstar Growth ETF | 13.4M | 2.2% | 30.8K | 87.50 | +15.9% |
| JBND JPMorgan Active Bond ETF | 11.9M | 1.9% | 221.4K | 52.65 | -1.7% |
| BTC Grayscale Bitcoin Mini Trust ETF | 11.1M | 1.8% | 370.0K | 34.08 | -32.7% |
| VIOV Vanguard S&P Small-Cap 600 Value ETF | 10.2M | 1.7% | 100.2K | 118.85 | +30.7% |
| IJR iShares Core S&P Small-Cap ETF | 8.3M | 1.3% | 67.1K | 147.31 | +29.0% |
| RSP Invesco S&P 500 Equal Weight ETF | 8.3M | 1.3% | 43.3K | 221.67 | +18.8% |
| AVEM Avantis Emerging Markets Equity ETF | 6.7M | 1.1% | 82.8K | 94.24 | +33.1% |
| RAAX VanEck Real Assets ETF | 6.5M | 1.1% | 159.7K | 42.01 | +31.4% |
| BNDX Vanguard Total International Bond ETF | 6.4M | 1.0% | 134.1K | 47.65 | -3.3% |
| FESM Fidelity Enhanced Small Cap Core ETF | 6.4M | 1.0% | 169.2K | 47.94 | +41.3% |
| NVDA NVIDIA CORP | 6.2M | 1.0% | 35.6K | 214.72 | +22.4% |
| IVLU iShares MSCI Intl Value Factor ETF | 6.0M | 1.0% | 150.0K | 44.46 | +26.0% |
| VTWG Vanguard Russell 2000 Growth ETF | 5.1M | 0.8% | 22.2K | 282.73 | +30.9% |
| SPEM State Street SPDR Portfolio Emerging Markets E | 5.0M | 0.8% | 106.2K | 52.38 | +18.1% |
| GOOGL Alphabet Inc. | 3.8M | 0.6% | 13.1K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 3.6M | 0.6% | 9.8K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 3.5M | 0.6% | 16.7K | 258.63 | +15.6% |
| PLTR Palantir Technologies Inc. | 3.3M | 0.5% | 22.5K | 179.94 | +15.3% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 3.2M | 0.5% | 10.7K | 358.65 | +26.5% |
| JPIB JPMorgan International Bond Opportunities ETF | 2.9M | 0.5% | 60.1K | 47.86 | -1.8% |
| GOOG Alphabet Inc. | 2.7M | 0.4% | 9.3K | 341.75 | +70.7% |
| SCHV Schwab U.S. Large-Cap Value ETF | 2.4M | 0.4% | 79.6K | 34.94 | +22.7% |
| IVV iShares Core S&P 500 ETF | 2.1M | 0.3% | 3.3K | 769.31 | +20.0% |
| AVGO Broadcom Inc. | 1.9M | 0.3% | 6.3K | 368.45 | +26.5% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 1.9M | 0.3% | 8.7K | 249.18 | +22.7% |
| USHY iShares Broad USD High Yield Corporate Bond ET | 1.8M | 0.3% | 49.2K | 36.84 | -1.4% |
| TSLA Tesla, Inc. | 1.8M | 0.3% | 4.9K | 362.86 | +12.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 1.6M | 0.3% | 4.9K | 418.95 | +83.3% |
| IBIT iShares Bitcoin Trust ETF | 1.6M | 0.3% | 42.4K | 43.68 | -32.7% |
| JNJ JOHNSON & JOHNSON | 1.5M | 0.2% | 6.0K | 270.24 | +51.1% |
| IVW iShares S&P 500 Growth ETF | 1.5M | 0.2% | 12.8K | 138.83 | +22.2% |
| MUB iShares National Muni Bond ETF | 1.4M | 0.2% | 13.2K | 105.34 | +1.2% |
| VGT Vanguard Information Tech ETF | 1.4M | 0.2% | 2.0K | 118.42 | +38.5% |
| COST COSTCO WHOLESALE CORP /NEW | 1.4M | 0.2% | 1.4K | 947.74 | -4.7% |
| META Meta Platforms, Inc. | 1.3M | 0.2% | 2.3K | 549.90 | -26.5% |
| unmapped CUSIP 084670702 | 1.3M | 0.2% | 2.8K | — | — |
| FTMH Franklin Municipal High Yield ETF | 1.3M | 0.2% | 114.1K | 11.51 | — |
| IWO iShares Russell 2000 Growth Fund | 1.1M | 0.2% | 3.6K | 387.37 | +31.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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