RIVERSEDGE ADVISORS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1787663
Institutional-grade research for retail investors
13F Reported Value
ⓘ$759.1M
incl. option notional
Equity Holdings
ⓘ$752.9M
Option Notional
ⓘ$6.2M
$6.2M puts / $0 calls
Holdings
316
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
RIVERSEDGE ADVISORS, LLC disclosed 316 positions worth $759.1M in its Form 13F-HR for Q2 2026 — $752.9M in common stock plus $6.2M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 112 new positions and exited 12 — including a new stake in $AAPL and a full exit from $INTU. The portfolio is most concentrated in Other (71.9% of disclosed assets). All figures are sourced directly from RIVERSEDGE ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1787663.
AI Fund Analysis
DiversifyingVANGUARD INDEX FDS - VALUE
11.5% weight
Held 10 quarters
ISHARES TR - CORE MSCI INT
7.8% weight
Held 7 quarters
VANGUARD INDEX FDS - LARGE
6.7% weight
Held 10 quarters
$AAPL5.9% weight
Held 10 quarters
VANGUARD BD INDEX FDS - TO
5.5% weight
Held 7 quarters
$AVGO9 quarters accumulating
$LYG9 quarters accumulating
VANGUARD INDEX FDS - VALUE
8 quarters accumulating
$MCO8 quarters accumulating
$GOOG7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$AAPLPUT$6M notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - VALUE ETF
—Quality
$86.4M396,548 shISHARES TR - CORE MSCI INTL
—Quality
$58.9M661,655 shVANGUARD INDEX FDS - LARGE CAP ETF
—Quality
$50.6M147,058 sh- 76.1
Quality
$44.5M153,766 sh VANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$41.6M567,270 shSPDR SERIES TRUST - ST STR P500GRW
—Quality
$38.5M323,310 shSCHWAB STRATEGIC TR - INTL EQTY ETF
—Quality
$30.2M1,090,363 shSPDR SERIES TRUST - ST STR P500VAL
—Quality
$27.7M455,543 shVANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
—Quality
$23.4M391,831 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$19.2M268,893 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - VALUE ETF | — | $86.4M | 396,548 |
| ISHARES TR - CORE MSCI INTL | — | $58.9M | 661,655 |
| VANGUARD INDEX FDS - LARGE CAP ETF | — | $50.6M | 147,058 |
| Apple Inc.$AAPL | 76.1 | $44.5M | 153,766 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $41.6M | 567,270 |
| SPDR SERIES TRUST - ST STR P500GRW | — | $38.5M | 323,310 |
| SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $30.2M | 1,090,363 |
| SPDR SERIES TRUST - ST STR P500VAL | — | $27.7M | 455,543 |
| VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $23.4M | 391,831 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $19.2M | 268,893 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of RIVERSEDGE ADVISORS, LLC's 316 positions.
Showing top 10 of 316 holdings.
Sector Allocation
Other
$541.0M
Technology
$99.6M
Financials
$44.8M
Industrials
$17.7M
Healthcare
$14.9M
Consumer Discretionary
$13.1M
Energy
$7.3M
Materials
$4.3M
Full Holdings — RIVERSEDGE ADVISORS, LLC (Q2 2026)
All 316 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - VALUE ETF | $86.4M | 11.5% | +6% | — |
| 2 | — | ISHARES TR - CORE MSCI INTL | $58.9M | 7.8% | +5% | — |
| 3 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $50.6M | 6.7% | -0% | — |
| 4 | $AAPL | Apple Inc. | $44.5M | 5.9% | +66% | 76.1 |
| 5 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $41.6M | 5.5% | +2% | — |
| 6 | — | SPDR SERIES TRUST - ST STR P500GRW | $38.5M | 5.1% | -2% | — |
| 7 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $30.2M | 4.0% | +0% | — |
| 8 | — | SPDR SERIES TRUST - ST STR P500VAL | $27.7M | 3.7% | -1% | — |
| 9 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $23.4M | 3.1% | +3% | — |
| 10 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $19.2M | 2.5% | -1% | — |
| 11 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $17.7M | 2.4% | +6% | — |
| 12 | — | VANGUARD INDEX FDS - GROWTH ETF | $16.2M | 2.1% | +511% | — |
| 13 | — | ISHARES TR - CORE MSCI EAFE | $16.2M | 2.1% | -2% | — |
| 14 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $12.0M | 1.6% | +1% | — |
| 15 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | $11.6M | 1.5% | -1% | — |
| 16 | — | ISHARES TR - CORE S&P SCP ETF | $10.2M | 1.4% | +3% | — |
| 17 |  $IVZ | Invesco Ltd. | $9.2M | 1.2% | +0% | — |
| 18 |  $NVDA | NVIDIA CORP | $8.3M | 1.1% | +16% | 90.2 |
| 19 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | $7.7M | 1.0% | -6% | — |
| 20 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $7.6M | 1.0% | -4% | — |
| 21 |  $IBIT | iShares Bitcoin Trust ETF | $7.3M | 1.0% | +415% | — |
| 22 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $6.7M | 0.9% | +3% | — |
| 23 | — | ISHARES TR - MSCI INTL VLU FT | $6.5M | 0.9% | +4% | — |
| 24 | — | VANECK ETF TRUST - REAL ASSETS ETF | $6.3M | 0.8% | -1% | — |
| 25 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000GRW | $6.3M | 0.8% | -2% | — |
| 26 | $AAPLPUT | Apple Inc. | $6.2M | — | NEW | 76.1 |
| 27 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $5.5M | 0.7% | -0% | — |
| 28 | $GOOG | Alphabet Inc. | $4.9M | 0.7% | +4% | 80.2 |
| 29 |  $MSFT | MICROSOFT CORP | $4.7M | 0.6% | +30% | 83.7 |
| 30 |  $AMZN | AMAZON COM INC | $4.7M | 0.6% | +17% | 74.6 |
| 31 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $3.9M | 0.5% | -1% | — |
| 32 |  $GOOGL | Alphabet Inc. | $3.9M | 0.5% | +18% | 80.2 |
| 33 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $3.7M | 0.5% | -62% | — |
| 34 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $3.0M | 0.4% | +2% | — |
| 35 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $2.8M | 0.4% | +1% | — |
| 36 |  $MU | MICRON TECHNOLOGY INC | $2.8M | 0.4% | +4% | 88.4 |
| 37 |  $PLTR | Palantir Technologies Inc. | $2.6M | 0.3% | -1% | 85.8 |
| 38 | $AVGO | Broadcom Inc. | $2.6M | 0.3% | +9% | 86.4 |
| 39 |  $TSLA | Tesla, Inc. | $2.2M | 0.3% | +10% | 50.1 |
| 40 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.2M | 0.3% | -5% | — |
| 41 | — | ISHARES TR - CORE S&P500 ETF | $2.2M | 0.3% | -12% | — |
| 42 | — | VANGUARD WORLD FD - INF TECH ETF | $1.9M | 0.3% | +700% | — |
| 43 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $1.9M | 0.3% | -10% | — |
| 44 | — | ISHARES TR - BROAD USD HIGH | $1.8M | 0.2% | -2% | — |
| 45 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.7M | 0.2% | +26% | 64.5 |
| 46 | — | ISHARES TR - S&P 500 GRWT ETF | $1.6M | 0.2% | -7% | — |
| 47 |  $JPM | JPMORGAN CHASE & CO | $1.6M | 0.2% | +47% | 35.6 |
| 48 |  $META | Meta Platforms, Inc. | $1.6M | 0.2% | +22% | 80.9 |
| 49 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.2% | +4% | 72.8 |
| 50 | — | ISHARES TR - NATIONAL MUN ETF | $1.4M | 0.2% | +0% | — |
| 51 | — | ISHARES TR - RUS 2000 GRW ETF | $1.4M | 0.2% | +0% | — |
| 52 |  $LLY | ELI LILLY & Co | $1.4M | 0.2% | +41% | 89.3 |
| 53 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.4M | 0.2% | +9% | 67 |
| 54 |  $LRCX | LAM RESEARCH CORP | $1.3M | 0.2% | +12% | 82.4 |
| 55 |  $ASML | ASML HOLDING NV | $1.3M | 0.2% | +15% | — |
| 56 | — | PUTNAM ETF TRUST - FRAN MU HI YI ET | $1.3M | 0.2% | -6% | — |
| 57 | $MCO | MOODYS CORP /DE/ | $1.3M | 0.2% | +17% | 81.3 |
| 58 |  $CVX | CHEVRON CORP | $1.2M | 0.2% | +40% | 54.7 |
| 59 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH | $1.2M | 0.2% | +2% | — |
| 60 |  $ABBV | AbbVie Inc. | $1.2M | 0.2% | +1% | 59.3 |
| 61 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.2M | 0.2% | +0% | — |
| 62 |  $WDC | WESTERN DIGITAL CORP | $1.2M | 0.1% | +46% | 76.8 |
| 63 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.1M | 0.1% | +15% | 70.1 |
| 64 | — | FRANKLIN TEMPLETON ETF TR - HIGH YIELD CORP | $1.1M | 0.1% | +4% | — |
| 65 |  $INTC | INTEL CORP | $998,236 | 0.1% | -28% | 41.5 |
| 66 |  $HD | HOME DEPOT, INC. | $992,805 | 0.1% | +123% | 69.2 |
| 67 |  $V | VISA INC. | $985,354 | 0.1% | +32% | 83.5 |
| 68 |  $XOM | EXXON MOBIL CORP | $934,238 | 0.1% | +6% | 61.8 |
| 69 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $932,991 | 0.1% | +5% | — |
| 70 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $932,720 | 0.1% | +0% | — |
| 71 |  $FIX | COMFORT SYSTEMS USA INC | $917,643 | 0.1% | +25% | 79.5 |
| 72 |  $C | CITIGROUP INC | $886,291 | 0.1% | +10% | 54.8 |
| 73 |  $MRK | Merck & Co., Inc. | $884,080 | 0.1% | +5% | 70.9 |
| 74 |  $GE | GENERAL ELECTRIC CO | $880,920 | 0.1% | +28% | 74.8 |
| 75 | — | VANGUARD STAR FDS - VG TL INTL STK F | $839,514 | 0.1% | +0% | — |
| 76 |  $AMD | ADVANCED MICRO DEVICES INC | $838,834 | 0.1% | +40% | 78.8 |
| 77 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | $829,286 | 0.1% | -4% | — |
| 78 |  $CB | Chubb Ltd | $804,146 | 0.1% | +41% | — |
| 79 |  $SNDK | Sandisk Corp | $775,342 | 0.1% | -37% | 88.8 |
| 80 |  $PCG | PG&E Corp | $753,015 | 0.1% | +62% | 59.3 |
| 81 |  $CNC | CENTENE CORP | $750,766 | 0.1% | +41% | 52.7 |
| 82 |  $HSBC | HSBC HOLDINGS PLC | $748,168 | 0.1% | +9% | — |
| 83 |  $WMT | Walmart Inc. | $731,129 | 0.1% | -6% | 63.2 |
| 84 |  $UNH | UNITEDHEALTH GROUP INC | $725,514 | 0.1% | +44% | 66.8 |
| 85 |  $COF | CAPITAL ONE FINANCIAL CORP | $714,408 | 0.1% | +106% | 71 |
| 86 |  $BAC | BANK OF AMERICA CORP /DE/ | $713,807 | 0.1% | +23% | 68.4 |
| 87 |  $GEV | GE Vernova Inc. | $695,517 | 0.1% | +16% | 70.1 |
| 88 |  $TJX | TJX COMPANIES INC /DE/ | $682,103 | 0.1% | +36% | 70.7 |
| 89 | — | SPDR SERIES TRUST - ST STR R1K LOWV | $680,312 | 0.1% | -4% | — |
| 90 |  $ABNB | Airbnb, Inc. | $674,860 | 0.1% | +55% | 70.1 |
| 91 |  $TRV | TRAVELERS COMPANIES, INC. | $651,574 | 0.1% | +28% | 71.5 |
| 92 |  $UAL | United Airlines Holdings, Inc. | $647,040 | 0.1% | +39% | 61.3 |
| 93 |  $MCD | MCDONALDS CORP | $629,247 | 0.1% | +2% | 73.9 |
| 94 |  $EIX | EDISON INTERNATIONAL | $627,688 | 0.1% | +24% | 70.7 |
| 95 |  $DAL | DELTA AIR LINES, INC. | $618,437 | 0.1% | +17% | 64.4 |
| 96 |  $APH | AMPHENOL CORP /DE/ | $615,180 | 0.1% | +12% | 80.5 |
| 97 |  $NVS | NOVARTIS AG | $608,544 | 0.1% | +12% | — |
| 98 |  $RY | ROYAL BANK OF CANADA | $601,869 | 0.1% | +9% | — |
| 99 |  $EXPE | Expedia Group, Inc. | $597,224 | 0.1% | -6% | 65.7 |
| 100 |  $PSX | Phillips 66 | $596,027 | 0.1% | +59% | 47.6 |
| 101 |  $SNOW | Snowflake Inc. | $595,785 | 0.1% | NEW | 49.6 |
| 102 |  $SAN | Banco Santander, S.A. | $594,808 | 0.1% | +47% | — |
| 103 |  $STX | Seagate Technology Holdings plc | $592,510 | 0.1% | NEW | — |
| 104 |  $ABT | ABBOTT LABORATORIES | $571,559 | 0.1% | +41% | 67 |
| 105 |  $FTNT | Fortinet, Inc. | $569,777 | 0.1% | +7% | 78.1 |
| 106 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $563,412 | 0.1% | -1% | 67.5 |
| 107 |  $WCN | Waste Connections, Inc. | $556,245 | 0.1% | NEW | — |
| 108 |  $CRS | CARPENTER TECHNOLOGY CORP | $549,604 | 0.1% | NEW | 69.9 |
| 109 |  $MLI | MUELLER INDUSTRIES INC | $546,055 | 0.1% | +16% | 77.5 |
| 110 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $535,240 | 0.1% | +31% | — |
| 111 |  $DVN | DEVON ENERGY CORP/DE | $534,471 | 0.1% | +8% | 70.2 |
| 112 |  $FDX | FEDEX CORP | $532,094 | 0.1% | +17% | 60.3 |
| 113 |  $KLAC | KLA CORP | $529,803 | 0.1% | +1004% | 84.4 |
| 114 |  $AMAT | APPLIED MATERIALS INC /DE | $522,729 | 0.1% | NEW | 74.8 |
| 115 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $520,249 | 0.1% | +70% | 56.5 |
| 116 |  $GIS | GENERAL MILLS INC | $509,918 | 0.1% | NEW | 64.1 |
| 117 |  $LMT | LOCKHEED MARTIN CORP | $509,879 | 0.1% | +28% | 65 |
| 118 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $506,025 | 0.1% | +87% | 66.7 |
| 119 |  $AME | AMETEK INC/ | $506,018 | 0.1% | +18% | 74.2 |
| 120 |  $GS | GOLDMAN SACHS GROUP INC | $499,262 | 0.1% | +5% | — |
| 121 |  $BLK | BlackRock, Inc. | $498,734 | 0.1% | +58% | 70.3 |
| 122 |  $VLO | VALERO ENERGY CORP/TX | $493,826 | 0.1% | +35% | 51.4 |
| 123 |  $TD | TORONTO DOMINION BANK | $493,734 | 0.1% | +13% | — |
| 124 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $493,253 | 0.1% | NEW | 76.6 |
| 125 |  $PM | Philip Morris International Inc. | $491,311 | 0.1% | +21% | 80.5 |
| 126 |  $VIK | Viking Holdings Ltd | $488,914 | 0.1% | NEW | — |
| 127 |  $TPL | Texas Pacific Land Corp | $486,099 | 0.1% | +4% | 79.1 |
| 128 |  $NTRS | NORTHERN TRUST CORP | $478,582 | 0.1% | +11% | 71.8 |
| 129 |  $TER | TERADYNE, INC | $475,131 | 0.1% | +41% | 74.6 |
| 130 |  $SHEL | Shell plc | $471,676 | 0.1% | +25% | — |
| 131 |  $KO | COCA COLA CO | $465,477 | 0.1% | +22% | 74 |
| 132 |  $CMI | CUMMINS INC | $465,013 | 0.1% | +43% | 58.9 |
| 133 |  $AON | Aon plc | $461,049 | 0.1% | NEW | — |
| 134 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $460,924 | 0.1% | NEW | 70.9 |
| 135 |  $FCX | FREEPORT-MCMORAN INC | $456,833 | 0.1% | +84% | 73.1 |
| 136 |  $FTI | TechnipFMC plc | $455,150 | 0.1% | +1% | — |
| 137 |  $ORCL | ORACLE CORP | $446,415 | 0.1% | +29% | 67.2 |
| 138 |  $BHP | BHP Group Ltd | $445,042 | 0.1% | +23% | — |
| 139 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | $440,546 | 0.1% | -5% | — |
| 140 |  $ES | EVERSOURCE ENERGY | $439,474 | 0.1% | NEW | 67 |
| 141 |  $CIEN | CIENA CORP | $432,674 | 0.1% | +7% | 70.7 |
| 142 |  $AZN | ASTRAZENECA PLC | $432,334 | 0.1% | -17% | — |
| 143 |  $WFC | WELLS FARGO & COMPANY/MN | $431,258 | 0.1% | NEW | — |
| 144 |  $PANW | Palo Alto Networks Inc | $427,639 | 0.1% | NEW | 66.5 |
| 145 |  $__PARK_1390777 | Bank of New York Mellon Corp | $425,587 | 0.1% | +11% | 36.7 |
| 146 |  $EOG | EOG RESOURCES INC | $424,884 | 0.1% | NEW | 71.1 |
| 147 |  $NTRA | Natera, Inc. | $418,576 | 0.1% | +23% | 46.4 |
| 148 |  $BA | BOEING CO | $417,354 | 0.1% | NEW | 51.8 |
| 149 |  $CAT | CATERPILLAR INC | $415,311 | 0.1% | +3% | 67.8 |
| 150 |  $ETN | Eaton Corp plc | $415,041 | 0.1% | -2% | — |
| 151 |  $ROST | ROSS STORES, INC. | $405,054 | 0.1% | +100% | 71.5 |
| 152 |  $USB | US BANCORP DE | $401,077 | 0.1% | +3% | 71.4 |
| 153 |  $TXRH | Texas Roadhouse, Inc. | $394,382 | 0.1% | NEW | 68 |
| 154 |  $HAL | HALLIBURTON CO | $391,376 | 0.1% | +31% | 50.9 |
| 155 |  $MOH | MOLINA HEALTHCARE, INC. | $388,790 | 0.1% | NEW | 60.5 |
| 156 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $382,641 | 0.1% | NEW | 63.7 |
| 157 |  $RTX | RTX Corp | $382,266 | 0.1% | +86% | 70 |
| 158 |  $NEM | NEWMONT Corp /DE/ | $380,512 | 0.1% | +3% | 88.3 |
| 159 |  $KMI | KINDER MORGAN, INC. | $380,155 | 0.1% | +91% | 74.6 |
| 160 |  $TMUS | T-Mobile US, Inc. | $379,070 | 0.1% | NEW | 72.7 |
| 161 | — | ISHARES TR - SHRT NAT MUN ETF | $377,558 | 0.1% | +0% | — |
| 162 |  $BIIB | BIOGEN INC. | $377,241 | 0.1% | +14% | 65.6 |
| 163 |  $ISRG | INTUITIVE SURGICAL INC | $377,001 | 0.1% | -4% | 81.4 |
| 164 |  $LIN | LINDE PLC | $376,232 | 0.1% | +25% | — |
| 165 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $375,499 | 0.1% | +31% | — |
| 166 |  $EVR | Evercore Inc. | $369,530 | 0.1% | NEW | 76.1 |
| 167 |  $SYF | Synchrony Financial | $367,930 | 0.1% | +1% | — |
| 168 |  $PHM | PULTEGROUP INC/MI/ | $364,704 | 0.1% | -11% | 65.1 |
| 169 |  $BABA | Alibaba Group Holding Ltd | $362,133 | 0.1% | -14% | — |
| 170 |  $GM | General Motors Co | $361,351 | 0.1% | +42% | 58.7 |
| 171 |  $EQIX | EQUINIX INC | $359,625 | 0.1% | +50% | 61.4 |
| 172 |  $VZ | VERIZON COMMUNICATIONS INC | $356,974 | 0.1% | -1% | 71.6 |
| 173 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $354,362 | 0.1% | +0% | — |
| 174 |  $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $352,191 | 0.1% | +42% | — |
| 175 |  $MS | MORGAN STANLEY | $351,569 | 0.1% | NEW | — |
| 176 |  $JCI | Johnson Controls International plc | $351,541 | 0.1% | NEW | — |
| 177 |  $SPY | SPDR S&P 500 ETF TRUST | $347,282 | 0.1% | -8% | — |
| 178 |  $GD | GENERAL DYNAMICS CORP | $346,764 | 0.1% | -13% | 73 |
| 179 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $343,242 | 0.1% | +1% | 65.9 |
| 180 |  $DKNG | DraftKings Inc. | $341,086 | 0.1% | NEW | 54 |
| 181 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $340,473 | 0.1% | NEW | 47.2 |
| 182 |  $MA | Mastercard Inc | $340,220 | 0.1% | +29% | 81.7 |
| 183 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $338,507 | 0.0% | +20% | 71.5 |
| 184 |  $PG | PROCTER & GAMBLE Co | $336,448 | 0.0% | -19% | 72.9 |
| 185 | — | ISHARES TR - MSCI EAFE ETF | $335,033 | 0.0% | +0% | — |
| 186 |  $ZM | Zoom Communications, Inc. | $334,969 | 0.0% | +45% | 72.4 |
| 187 |  $RBRK | Rubrik, Inc. | $333,885 | 0.0% | NEW | 49.5 |
| 188 |  $SPGI | S&P Global Inc. | $332,804 | 0.0% | NEW | 79.4 |
| 189 | — | ISHARES INC - CORE MSCI EMKT | $332,449 | 0.0% | -17% | — |
| 190 |  $CRWD | CrowdStrike Holdings, Inc. | $325,861 | 0.0% | NEW | 55 |
| 191 |  $UBS | UBS Group AG | $323,676 | 0.0% | NEW | — |
| 192 |  $BCS | BARCLAYS PLC | $321,675 | 0.0% | NEW | — |
| 193 |  $NNN | NNN REIT, INC. | $321,569 | 0.0% | NEW | 67.9 |
| 194 |  $ADP | AUTOMATIC DATA PROCESSING INC | $320,518 | 0.0% | NEW | 77.9 |
| 195 |  $BSX | BOSTON SCIENTIFIC CORP | $319,929 | 0.0% | NEW | 79.9 |
| 196 |  $WAL | WESTERN ALLIANCE BANCORPORATION | $319,922 | 0.0% | NEW | 56.1 |
| 197 |  $PLD | Prologis, Inc. | $319,845 | 0.0% | +19% | 67.5 |
| 198 |  $DHI | HORTON D R INC /DE/ | $317,779 | 0.0% | NEW | 54.6 |
| 199 |  $AYI | ACUITY INC. (DE) | $314,511 | 0.0% | NEW | 68.9 |
| 200 |  $HLT | Hilton Worldwide Holdings Inc. | $313,607 | 0.0% | NEW | 73.1 |
| 201 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $312,305 | 0.0% | +0% | — |
| 202 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $307,545 | 0.0% | NEW | 66.3 |
| 203 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $307,314 | 0.0% | -13% | 69.5 |
| 204 |  $EME | EMCOR Group, Inc. | $305,577 | 0.0% | +6% | 71.7 |
| 205 |  $MRVL | Marvell Technology, Inc. | $299,082 | 0.0% | NEW | 77.3 |
| 206 |  $SNPS | SYNOPSYS INC | $297,529 | 0.0% | NEW | 63.1 |
| 207 |  $SONY | Sony Group Corp | $296,066 | 0.0% | +43% | — |
| 208 |  $RIO | RIO TINTO PLC | $295,802 | 0.0% | +32% | — |
| 209 |  $COO | COOPER COMPANIES, INC. | $295,732 | 0.0% | NEW | 55.8 |
| 210 |  $BWA | BORGWARNER INC | $295,015 | 0.0% | +0% | 57.2 |
| 211 |  $ANET | Arista Networks, Inc. | $294,912 | 0.0% | -9% | 86 |
| 212 |  $STT | STATE STREET CORP | $291,542 | 0.0% | +6% | 61.5 |
| 213 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $290,891 | 0.0% | +11% | 75.4 |
| 214 |  $PNFP | Pinnacle Financial Partners, Inc. | $285,289 | 0.0% | +6% | — |
| 215 |  $PAYX | PAYCHEX INC | $284,646 | 0.0% | NEW | 75.1 |
| 216 |  $VRT | Vertiv Holdings Co | $284,276 | 0.0% | NEW | 82.7 |
| 217 |  $TM | TOYOTA MOTOR CORP/ | $283,451 | 0.0% | +9% | — |
| 218 |  $PH | Parker-Hannifin Corp | $282,677 | 0.0% | NEW | 73.8 |
| 219 |  $MDT | Medtronic plc | $282,019 | 0.0% | NEW | — |
| 220 |  $QCOM | QUALCOMM INC/DE | $281,654 | 0.0% | NEW | 81.9 |
| 221 |  $DELL | Dell Technologies Inc. | $281,560 | 0.0% | NEW | 76 |
| 222 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $281,003 | 0.0% | NEW | 64.2 |
| 223 |  $ADBE | ADOBE INC. | $280,672 | 0.0% | +26% | 80.4 |
| 224 |  $LYB | LyondellBasell Industries N.V. | $278,940 | 0.0% | NEW | — |
| 225 |  $UPS | UNITED PARCEL SERVICE INC | $278,425 | 0.0% | NEW | 58.2 |
| 226 |  $MEDP | Medpace Holdings, Inc. | $275,387 | 0.0% | +22% | 77.4 |
| 227 |  $ORLY | O REILLY AUTOMOTIVE INC | $274,244 | 0.0% | -2% | 72.7 |
| 228 |  $JBL | JABIL INC | $272,534 | 0.0% | NEW | 51.9 |
| 229 |  $OTIS | Otis Worldwide Corp | $272,183 | 0.0% | NEW | 60.3 |
| 230 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $271,441 | 0.0% | NEW | 67.9 |
| 231 |  $PFE | PFIZER INC | $270,171 | 0.0% | NEW | 69 |
| 232 | — | CARNIVAL CORP LTD - COMMON SHARES | $269,703 | 0.0% | NEW | — |
| 233 |  $BKNG | Booking Holdings Inc. | $269,142 | 0.0% | +1578% | 55.3 |
| 234 |  $VEEV | VEEVA SYSTEMS INC | $266,028 | 0.0% | NEW | 77.8 |
| 235 |  $CI | Cigna Group | $263,826 | 0.0% | -3% | 66.8 |
| 236 |  $BX | Blackstone Inc. | $263,548 | 0.0% | +18% | 68 |
| 237 |  $RBC | RBC Bearings INC | $263,421 | 0.0% | NEW | 67.1 |
| 238 |  $NET | Cloudflare, Inc. | $262,204 | 0.0% | NEW | 52.6 |
| 239 |  $ADI | ANALOG DEVICES INC | $262,019 | 0.0% | NEW | 76.2 |
| 240 |  $NTNX | Nutanix, Inc. | $260,609 | 0.0% | NEW | 68.8 |
| 241 |  $COP | CONOCOPHILLIPS | $259,254 | 0.0% | +2% | 74.8 |
| 242 |  $ASX | ASE Technology Holding Co., Ltd. | $258,718 | 0.0% | NEW | — |
| 243 |  $BTI | British American Tobacco p.l.c. | $258,280 | 0.0% | +1% | — |
| 244 |  $PEP | PEPSICO INC | $257,882 | 0.0% | +10% | 62.7 |
| 245 |  $DHR | DANAHER CORP /DE/ | $257,230 | 0.0% | -24% | 63.9 |
| 246 |  $JEF | Jefferies Financial Group Inc. | $256,947 | 0.0% | NEW | 65.6 |
| 247 |  $ITW | ILLINOIS TOOL WORKS INC | $256,676 | 0.0% | NEW | 71.2 |
| 248 |  $RBLX | Roblox Corp | $256,510 | 0.0% | NEW | 53.7 |
| 249 |  $AMT | AMERICAN TOWER CORP /MA/ | $256,364 | 0.0% | NEW | 69.8 |
| 250 |  $CSCO | CISCO SYSTEMS, INC. | $255,747 | 0.0% | NEW | 72.3 |
| 251 |  $HCA | HCA Healthcare, Inc. | $254,598 | 0.0% | -32% | 70.5 |
| 252 |  $SYY | SYSCO CORP | $253,916 | 0.0% | NEW | 58.4 |
| 253 |  $TEAM | Atlassian Corp | $251,651 | 0.0% | NEW | 56.8 |
| 254 |  $ENB | ENBRIDGE INC | $251,101 | 0.0% | +10% | — |
| 255 |  $OC | Owens Corning | $250,839 | 0.0% | NEW | 47.3 |
| 256 |  $STLD | STEEL DYNAMICS INC | $250,800 | 0.0% | -3% | 56 |
| 257 |  $MFG | MIZUHO FINANCIAL GROUP INC | $250,479 | 0.0% | +23% | — |
| 258 |  $SCHW | SCHWAB CHARLES CORP | $249,959 | 0.0% | NEW | 77.2 |
| 259 |  $UL | UNILEVER PLC | $248,685 | 0.0% | NEW | — |
| 260 |  $TAP | MOLSON COORS BEVERAGE CO | $248,604 | 0.0% | NEW | 42.2 |
| 261 |  $T | AT&T INC. | $244,843 | 0.0% | -23% | 71.9 |
| 262 |  $LITE | Lumentum Holdings Inc. | $244,547 | 0.0% | NEW | 63.4 |
| 263 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $243,181 | 0.0% | +9% | 75.1 |
| 264 |  $FLEX | FLEX LTD. | $242,457 | 0.0% | NEW | — |
| 265 |  $CL | COLGATE PALMOLIVE CO | $241,485 | 0.0% | NEW | 72.4 |
| 266 |  $MPC | Marathon Petroleum Corp | $240,841 | 0.0% | +3% | 50.7 |
| 267 |  $BMO | BANK OF MONTREAL /CAN/ | $240,489 | 0.0% | NEW | — |
| 268 |  $NFLX | NETFLIX INC | $239,833 | 0.0% | -38% | 86.7 |
| 269 |  $TGT | TARGET CORP | $239,754 | 0.0% | NEW | 53.1 |
| 270 |  $OMF | OneMain Holdings, Inc. | $235,954 | 0.0% | NEW | — |
| 271 |  $AR | ANTERO RESOURCES Corp | $235,789 | 0.0% | NEW | 80.1 |
| 272 |  $MKC | MCCORMICK & CO INC | $234,664 | 0.0% | NEW | 73.7 |
| 273 |  $BNS | BANK OF NOVA SCOTIA | $234,468 | 0.0% | NEW | — |
| 274 |  $ARMK | Aramark | $234,371 | 0.0% | NEW | 53 |
| 275 |  $GSK | GSK plc | $234,055 | 0.0% | +22% | — |
| 276 |  $BURL | Burlington Stores, Inc. | $233,165 | 0.0% | NEW | 59.4 |
| 277 |  $EBAY | EBAY INC | $232,999 | 0.0% | NEW | 69.3 |
| 278 |  $INCY | INCYTE CORP | $232,728 | 0.0% | NEW | 81.2 |
| 279 |  $DIS | Walt Disney Co | $229,760 | 0.0% | +0% | 68.9 |
| 280 | $LYG | Lloyds Banking Group plc | $229,754 | 0.0% | +34% | — |
| 281 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $228,831 | 0.0% | NEW | 65.3 |
| 282 |  $ILMN | ILLUMINA, INC. | $228,755 | 0.0% | NEW | 62.5 |
| 283 | — | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | $227,692 | 0.0% | NEW | — |
| 284 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $227,167 | 0.0% | NEW | 68.8 |
| 285 |  $HON | HONEYWELL INTERNATIONAL INC | $225,634 | 0.0% | +10% | 65.7 |
| 286 |  $EFX | EQUIFAX INC | $223,636 | 0.0% | NEW | 69.4 |
| 287 |  $AXP | AMERICAN EXPRESS CO | $222,476 | 0.0% | NEW | 73.2 |
| 288 |  $HONA | Honeywell Aerospace Inc. | $220,859 | 0.0% | NEW | — |
| 289 |  $DOCU | DOCUSIGN, INC. | $220,190 | 0.0% | NEW | 67.5 |
| 290 |  $CVS | CVS HEALTH Corp | $219,314 | 0.0% | NEW | 51.3 |
| 291 |  $HST | HOST HOTELS & RESORTS, INC. | $218,061 | 0.0% | NEW | 72.6 |
| 292 |  $XYL | Xylem Inc. | $217,330 | 0.0% | NEW | 65.6 |
| 293 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $216,986 | 0.0% | NEW | — |
| 294 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $216,761 | 0.0% | NEW | 69.5 |
| 295 |  $HPE | Hewlett Packard Enterprise Co | $216,077 | 0.0% | NEW | 52.5 |
| 296 |  $UMC | UNITED MICROELECTRONICS CORP | $213,898 | 0.0% | NEW | — |
| 297 |  $CR | Crane Co | $213,701 | 0.0% | NEW | 64.8 |
| 298 |  $PB | PROSPERITY BANCSHARES INC | $212,955 | 0.0% | NEW | — |
| 299 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $212,405 | 0.0% | NEW | — |
| 300 |  $CEG | Constellation Energy Corp | $212,245 | 0.0% | -2% | 62.5 |
| 301 |  $A | AGILENT TECHNOLOGIES, INC. | $211,067 | 0.0% | NEW | 64.6 |
| 302 |  $CHE | CHEMED CORP | $208,186 | 0.0% | NEW | 67.2 |
| 303 |  $FOXA | Fox Corp | $207,701 | 0.0% | -13% | 65.1 |
| 304 |  $ADM | Archer-Daniels-Midland Co | $206,815 | 0.0% | NEW | 49.4 |
| 305 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $206,330 | 0.0% | +0% | — |
| 306 |  $ING | ING GROEP NV | $205,665 | 0.0% | NEW | — |
| 307 |  $MDB | MongoDB, Inc. | $204,899 | 0.0% | NEW | 54.6 |
| 308 |  $EXEL | EXELIXIS, INC. | $204,527 | 0.0% | NEW | 79.4 |
| 309 |  $HURN | Huron Consulting Group Inc. | $201,417 | 0.0% | +0% | 55.5 |
| 310 |  $UI | Ubiquiti Inc. | $200,795 | 0.0% | -9% | 83.1 |
| 311 |  $VRSN | VERISIGN INC/CA | $200,242 | 0.0% | NEW | 71.6 |
| 312 |  $GPC | GENUINE PARTS CO | $200,212 | 0.0% | NEW | 54.2 |
| 313 |  $VALE | Vale S.A. | $192,512 | 0.0% | -5% | — |
| 314 |  $SOBO | South Bow Corp | $103,073 | 0.0% | -8% | — |
| 315 |  $ABEV | AMBEV S.A. | $69,655 | 0.0% | +1% | — |
| 316 |  $MPT | MEDICAL PROPERTIES TRUST INC | $52,876 | 0.0% | NEW | 42 |
New Positions (112)
$AAPLPUT Apple Inc.$6.2M$SNOW Snowflake Inc.$595,785$STX Seagate Technology Holdings plc$592,510$WCN Waste Connections, Inc.$556,245$CRS CARPENTER TECHNOLOGY CORP$549,604$AMAT APPLIED MATERIALS INC /DE$522,729$GIS GENERAL MILLS INC$509,918$VRTX VERTEX PHARMACEUTICALS INC / MA$493,253$VIK Viking Holdings Ltd$488,914$AON Aon plc$461,049$PNC PNC FINANCIAL SERVICES GROUP, INC.$460,924$ES EVERSOURCE ENERGY$439,474$WFC WELLS FARGO & COMPANY/MN$431,258$PANW Palo Alto Networks Inc$427,639$EOG EOG RESOURCES INC$424,884
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for RIVERSEDGE ADVISORS, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track RIVERSEDGE ADVISORS, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for RIVERSEDGE ADVISORS, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: RIVERSEDGE ADVISORS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For RIVERSEDGE ADVISORS, LLC (SEC CIK: 1787663), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in RIVERSEDGE ADVISORS, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.