RIVERSEDGE ADVISORS, LLC
Sector Allocation
- Other68.1%$549.2M
- Technology15.3%$123.4M
- Financials6.5%$52.2M
- Healthcare2.5%$20.2M
- Consumer Discretionary1.9%$15.6M
- Industrials1.7%$14.0M
- Energy1.4%$11.7M
- Consumer Staples1.0%$7.7M
- Materials0.6%$5.1M
- Utilities0.3%$2.5M
AUM History
13fpro.ai/research/fund/riversedge-advisors-llc-1787663
Conviction and streaks
Diversifying · top 10 = 53.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$86.1M
- VANGUARD$67.8M
- ISHARES$55.6M
AAPL
$50.6M- SPDR$39.1M
- VANGUARD$35.8M
- SCHWAB$29.6M
- SPDR$27.9M
- VANGUARD$19.0M
- VANGUARD$17.0M
- ISHARES$16.2M
- J$14.9M
- VANGUARD$14.0M
- VANGUARD$10.7M
NVDA
$10.3M- ISHARES$10.0M
IBIT
$9.8M- ISHARES$9.6M
IVZ
$9.0MMSFT
$7.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/riversedge-advisors-llc-1787663
RIVERSEDGE ADVISORS, LLC 13F holdings — Q3 2026
$813.0M portfolio (+7.1% QoQ) · 368 holdings · Q3 2026 13F · top 10 are 53% of the stock portfolio
Includes $7.1M of put/call options ($7.1M puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $805.9M. Weights use the stock portfolio.
- 1
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$86.1M
10.7% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$67.8M
8.4% of stocks
+300%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - CORE MSCI INTL
$55.6M
6.9% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— $50.6M
6.3% of stocks
-1%This quarter+2.2%Since filed11+ qtrsHeld- 5
SPDR SERIES TRUST - ST STR P500GRW
$39.1M
4.9% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$35.8M
4.4% of stocks
-10%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SCHWAB STRATEGIC TR - INTL EQTY ETF
$29.6M
3.7% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SPDR SERIES TRUST - ST STR P500VAL
$27.9M
3.5% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$19.0M
2.4% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD MUN BD FDS - TAX EXEMPT BD
$17.0M
2.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $86.1M | 10.7% | +0.5% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $67.8M | 8.4% | +300% | — | — | — | — | |
| 3 | ISHARES TR - CORE MSCI INTL | $55.6M | 6.9% | -6% | — | — | — | — | |
| 4 | $50.6M | 6.3% | -1% | +2.2% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | SPDR SERIES TRUST - ST STR P500GRW | $39.1M | 4.9% | -2% | — | — | — | — | |
| 6 | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $35.8M | 4.4% | -10% | — | — | — | — | |
| 7 | SCHWAB STRATEGIC TR - INTL EQTY ETF | $29.6M | 3.7% | -1% | — | — | — | — | |
| 8 | SPDR SERIES TRUST - ST STR P500VAL | $27.9M | 3.5% | +0.1% | — | — | — | — | |
| 9 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $19.0M | 2.4% | -0.2% | — | — | — | — | |
| 10 | VANGUARD MUN BD FDS - TAX EXEMPT BD | $17.0M | 2.1% | +2% | — | — | — | — |
All holdings — RIVERSEDGE ADVISORS, LLC (Q3 2026)
368 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $16.2M | 2.0% | 167K | -0.2% | — | — | 13F |
| 12 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETFnote | — | $14.9M | 1.8% | 291K | +30% | — | — | 13F |
| 13 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $14.0M | 1.7% | 236K | -40% | — | — | 13F |
| 14 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VALetf/fund | — | $10.7M | 1.3% | 97K | -1% | — | — | 13F |
| 15 | NVIDIA CORP | Technology | $10.3M | 1.3% | 45K | +8% | 11+ qtrsAdded 6 qtrs in a row | 86.0 | 13F | |
| 16 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $10.0M | 1.3% | 74K | +7% | — | — | 13F |
| 17 | iShares Bitcoin Trust ETFetf/fund | Financials | $9.8M | 1.2% | 207K | -5% | 7 qtrs | — | 13F | |
| 18 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $9.6M | 1.2% | 118K | +2841% | — | — | 13F |
| 19 | Invesco Ltd. | Financials | $9.0M | 1.1% | 43K | -0.2% | 11+ qtrs | — | 13F | |
| 20 | MICROSOFT CORP | Technology | $7.8M | 1.0% | 15K | +19% | 11+ qtrsAdded 2 qtrs in a row | 79.8 | 13F | |
| 21 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | — | $7.5M | 0.9% | 167K | +5% | — | — | 13F |
| 22 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund | — | $7.4M | 0.9% | 79K | -0.3% | — | — | 13F |
| 23 | Apple Inc. | Technology | $7.1M | — | 21K | — | — | — | 13F | |
| 24 | — | ISHARES TR - MSCI INTL VLU FTetf/fund | — | $7.0M | 0.9% | 163K | +5% | — | — | 13F |
| 25 | — | ISHARES TR - MSCI INTL MOMENTetf/fund | — | $7.0M | 0.9% | 133K | New | — | — | 13F |
| 26 | — | VANECK ETF TRUST - REAL ASSETS ETF | — | $6.7M | 0.8% | 168K | +6% | |||
| 27 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $6.5M | 0.8% | 138K | -0.1% | |||
| 28 | — | BNY MELLON ETF TRUST - GLOBAL INFRASCTR | — | $6.1M | 0.8% | 145K | New | |||
| 29 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000GRW | — | $5.5M | 0.7% | 21K | -3% | |||
| 30 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $5.5M | 0.7% | 106K | -0.3% | |||
| 31 | $BTC | Grayscale Bitcoin Mini Trust ETF | Financials | $5.2M | 0.7% | 141K | -0.5% | |||
| 32 | $AMZN | AMAZON COM INC | Consumer Discretionary | $5.2M | 0.6% | 21K | +6% | |||
| 33 | $GOOGL | Alphabet Inc. | Technology | $4.7M | 0.6% | 14K | +0.3% | |||
| 34 | $PLTR | Palantir Technologies Inc. | Technology | $4.4M | 0.5% | 23K | +5% | |||
| 35 | $GOOG | Alphabet Inc. | Technology | $3.8M | 0.5% | 11K | +2% | |||
| 36 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $3.5M | 0.4% | 10K | -1% | |||
| 37 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | — | $3.2M | 0.4% | 69K | +13% | |||
| 38 | $MU | MICRON TECHNOLOGY INC | Technology | $2.8M | 0.3% | 2,657 | +11% | |||
| 39 | — | VANECK FDS - ONCHAIN ECONOMY | — | $2.7M | 0.3% | 69K | New | |||
| 40 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $2.7M | 0.3% | 80K | +0.5% | |||
| 41 | $META | Meta Platforms, Inc. | Technology | $2.5M | 0.3% | 3,483 | +23% | |||
| 42 | $AVGO | Broadcom Inc. | Technology | $2.4M | 0.3% | 6,829 | -0.3% | |||
| 43 | — | ISHARES TR - CORE S&P500 ETF | — | $2.2M | 0.3% | 2,904 | -0.2% | |||
| 44 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.0M | 0.3% | 5,776 | +8% | |||
| 45 | — | VANGUARD WORLD FD - INF TECH ETF | — | $2.0M | 0.3% | 16K | -0.8% | |||
| 46 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.0M | 0.3% | 4,335 | -6% | |||
| 47 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.0M | 0.2% | 3,933 | +13% | |||
| 48 | — | ISHARES TR - BROAD USD HIGH | — | $1.9M | 0.2% | 52K | +8% | |||
| 49 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.8M | 0.2% | 12K | New | |||
| 50 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.7M | 0.2% | 6,481 | +4% | |||
| 51 | $JPM | JPMORGAN CHASE & CO | Financials | $1.7M | 0.2% | 5,135 | +4% | |||
| 52 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $1.7M | 0.2% | 7,298 | -7% | |||
| 53 | $CVX | CHEVRON CORP | Energy | $1.7M | 0.2% | 8,148 | +9% | |||
| 54 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.7M | 0.2% | 12K | -2% | |||
| 55 | $LLY | ELI LILLY & Co | Healthcare | $1.4M | 0.2% | 1,222 | +5% | |||
| 56 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.3M | 0.2% | 8,133 | +19% | |||
| 57 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.3M | 0.2% | 21K | +8% | |||
| 58 | $INTC | INTEL CORP | Technology | $1.3M | 0.2% | 11K | +48% | |||
| 59 | $MCO | MOODYS CORP /DE/ | Financials | $1.3M | 0.2% | 2,804 | +2% | |||
| 60 | — | ISHARES TR - RUS 2000 GRW ETF | — | $1.3M | 0.2% | 3,544 | -0.4% | |||
| 61 | $ASML | ASML HOLDING NV | Technology | $1.2M | 0.1% | 688 | +6% | |||
| 62 | $ABBV | AbbVie Inc. | Healthcare | $1.2M | 0.1% | 4,748 | +2% | |||
| 63 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.2M | 0.1% | 3,168 | +0.0% | |||
| 64 | $V | VISA INC. | Financials | $1.2M | 0.1% | 3,213 | +12% | |||
| 65 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH | — | $1.2M | 0.1% | 8,364 | +5% | |||
| 66 | — | PUTNAM ETF TRUST - FRAN MU HI YI ET | — | $1.1M | 0.1% | 105K | -2% | |||
| 67 | $MRK | Merck & Co., Inc. | Healthcare | $1.1M | 0.1% | 7,830 | +14% | |||
| 68 | $C | CITIGROUP INC | Financials | $1.1M | 0.1% | 8,765 | +38% | |||
| 69 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.1M | 0.1% | 1,236 | -16% | |||
| 70 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.1M | 0.1% | 7,587 | +231% | |||
| 71 | — | FRANKLIN TEMPLETON ETF TR - HIGH YIELD CORP | — | $1.1M | 0.1% | 46K | -0.2% | |||
| 72 | $PSX | Phillips 66 | Energy | $1.1M | 0.1% | 4,183 | +19% | |||
| 73 | $LRCX | LAM RESEARCH CORP | Technology | $1.1M | 0.1% | 3,242 | +6% | |||
| 74 | — | ISHARES TR - NATIONAL MUN ETF | — | $974K | 0.1% | 9,630 | -27% | |||
| 75 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $961K | 0.1% | 4,975 | +40% | |||
| 76 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $957K | 0.1% | 1,565 | +8% | |||
| 77 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $952K | 0.1% | 1,359 | +0.1% | |||
| 78 | $ORCL | ORACLE CORP | Technology | $943K | 0.1% | 6,867 | +125% | |||
| 79 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $929K | 0.1% | 17K | — | |||
| 80 | $CB | Chubb Ltd | Financials | $908K | 0.1% | 2,791 | +18% | |||
| 81 | $ABNB | Airbnb, Inc. | Technology | $898K | 0.1% | 5,592 | +19% | |||
| 82 | $FTNT | Fortinet, Inc. | Technology | $890K | 0.1% | 4,980 | +34% | |||
| 83 | $HSBC | HSBC HOLDINGS PLC | Financials | $846K | 0.1% | 8,520 | +8% | |||
| 84 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $846K | 0.1% | 2,405 | -98% | |||
| 85 | $SNOW | Snowflake Inc. | Technology | $843K | 0.1% | 2,483 | +6% | |||
| 86 | $CNC | CENTENE CORP | Healthcare | $834K | 0.1% | 13K | +15% | |||
| 87 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $816K | 0.1% | 2,869 | +2% | |||
| 88 | $PFE | PFIZER INC | Healthcare | $810K | 0.1% | 28K | +153% | |||
| 89 | $AME | AMETEK INC/ | Industrials | $798K | 0.1% | 3,221 | +54% | |||
| 90 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $797K | 0.1% | 3,025 | +30% | |||
| 91 | $GE | GENERAL ELECTRIC CO | Industrials | $786K | 0.1% | 2,518 | +7% | |||
| 92 | $VLO | VALERO ENERGY CORP/TX | Energy | $785K | 0.1% | 2,026 | +7% | |||
| 93 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $784K | 0.1% | 474 | +2% | |||
| 94 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $777K | 0.1% | 14K | +14% | |||
| 95 | $SHEL | Shell plc | Energy | $762K | 0.1% | 8,018 | +32% | |||
| 96 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | — | $753K | 0.1% | 32K | -2% | |||
| 97 | $ABT | ABBOTT LABORATORIES | Healthcare | $752K | 0.1% | 7,612 | +21% | |||
| 98 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $746K | 0.1% | 2,094 | +6% | |||
| 99 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $727K | 0.1% | 13K | +108% | |||
| 100 | $NEM | NEWMONT Corp /DE/ | Materials | $726K | 0.1% | 6,295 | +55% | |||
| 101 | $CAT | CATERPILLAR INC | Industrials | $708K | 0.1% | 873 | +124% | |||
| 102 | $TEAM | Atlassian Corp | Technology | $705K | 0.1% | 3,930 | +21% | |||
| 103 | $KO | COCA COLA CO | Consumer Staples | $686K | 0.1% | 7,973 | +39% | |||
| 104 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $675K | 0.1% | 29K | +9% | |||
| 105 | $NTRA | Natera, Inc. | Healthcare | $673K | 0.1% | 1,629 | +6% | |||
| 106 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $673K | 0.1% | 1,654 | +74% | |||
| 107 | $STX | Seagate Technology Holdings plc | Technology | $671K | 0.1% | 727 | +18% | |||
| 108 | $DAL | DELTA AIR LINES, INC. | Industrials | $664K | 0.1% | 7,955 | +20% | |||
| 109 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $662K | 0.1% | 7,797 | -21% | |||
| 110 | $PM | Philip Morris International Inc. | Consumer Staples | $657K | 0.1% | 3,444 | +27% | |||
| 111 | $NET | Cloudflare, Inc. | Technology | $655K | 0.1% | 1,887 | +77% | |||
| 112 | $GS | GOLDMAN SACHS GROUP INC | Financials | $652K | 0.1% | 724 | +47% | |||
| 113 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $649K | 0.1% | 1,769 | +1% | |||
| 114 | $BLK | BlackRock, Inc. | Financials | $646K | 0.1% | 610 | +18% | |||
| 115 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $635K | 0.1% | 2,400 | +13% | |||
| 116 | $WDC | WESTERN DIGITAL CORP | Technology | $635K | 0.1% | 1,397 | -23% | |||
| 117 | $DVN | DEVON ENERGY CORP/DE | Energy | $628K | 0.1% | 14K | +6% | |||
| 118 | — | ISHARES TR - RUS 1000 ETF | — | $626K | 0.1% | 1,505 | New | |||
| 119 | $SAN | Banco Santander, S.A. | Financials | $621K | 0.1% | 45K | +4% | |||
| 120 | — | SPDR SERIES TRUST - ST STR R1K LOWV | — | $612K | 0.1% | 3,512 | -6% | |||
| 121 | $TXN | TEXAS INSTRUMENTS INC | Technology | $606K | 0.1% | 2,165 | New | |||
| 122 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $599K | 0.1% | 14K | +83% | |||
| 123 | $GEV | GE Vernova Inc. | Industrials | $589K | 0.1% | 620 | +5% | |||
| 124 | $RY | ROYAL BANK OF CANADA | Financials | $589K | 0.1% | 2,996 | +3% | |||
| 125 | $MDT | Medtronic plc | Healthcare | $588K | 0.1% | 6,809 | +89% | |||
| 126 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $582K | 0.1% | 768 | +97% | |||
| 127 | $BHP | BHP Group Ltd | Materials | $574K | 0.1% | 6,771 | +27% | |||
| 128 | $RTX | RTX Corp | Industrials | $573K | 0.1% | 3,084 | +53% | |||
| 129 | $APH | AMPHENOL CORP /DE/ | Technology | $568K | 0.1% | 6,737 | +93% | |||
| 130 | $GD | GENERAL DYNAMICS CORP | Industrials | $566K | 0.1% | 1,705 | +74% | |||
| 131 | $DIS | Walt Disney Co | Communication Services | $564K | 0.1% | 5,381 | +125% | |||
| 132 | $LIN | LINDE PLC | Materials | $560K | 0.1% | 1,180 | +63% | |||
| 133 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $555K | 0.1% | 1,061 | +7% | |||
| 134 | $ATO | ATMOS ENERGY CORP | Energy | $549K | 0.1% | 3,509 | New | |||
| 135 | $FCX | FREEPORT-MCMORAN INC | Materials | $549K | 0.1% | 7,837 | +8% | |||
| 136 | $UAL | United Airlines Holdings, Inc. | Industrials | $539K | 0.1% | 4,854 | +2% | |||
| 137 | $RBRK | Rubrik, Inc. | Technology | $537K | 0.1% | 4,693 | +13% | |||
| 138 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $534K | 0.1% | 6,668 | +28% | |||
| 139 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $531K | 0.1% | 3,245 | +107% | |||
| 140 | $ADI | ANALOG DEVICES INC | Technology | $531K | 0.1% | 1,339 | +103% | |||
| 141 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $530K | 0.1% | 3,106 | +53% | |||
| 142 | $DELL | Dell Technologies Inc. | Technology | $525K | 0.1% | 977 | +50% | |||
| 143 | $PANW | Palo Alto Networks Inc | Technology | $511K | 0.1% | 1,285 | +2% | |||
| 144 | $TD | TORONTO DOMINION BANK | Financials | $508K | 0.1% | 4,319 | +6% | |||
| 145 | $T | AT&T INC. | Communication Services | $505K | 0.1% | 21K | +75% | |||
| 146 | $GIS | GENERAL MILLS INC | Consumer Staples | $505K | 0.1% | 16K | +7% | |||
| 147 | $SNDK | Sandisk Corp | Technology | $503K | 0.1% | 289 | -15% | |||
| 148 | $NXPI | NXP Semiconductors N.V. | Technology | $499K | 0.1% | 2,099 | New | |||
| 149 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $498K | 0.1% | 2,133 | +12% | |||
| 150 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $494K | 0.1% | 7,333 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 83 new, 199 added to, 78 trimmed, 32 sold out. Share-count changes; largest moves by dollar size first.
New positions (83)
- ISHARES TR - MSCI INTL MOMENT$7.0M
first bought this quarter
- BNY MELLON ETF TRUST - GLOBAL INFRASCTR$6.1M
first bought this quarter
- VANECK FDS - ONCHAIN ECONOMY$2.7M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$1.8Mfirst bought this quarter
- ISHARES TR - RUS 1000 ETF$626K
first bought this quarter
$TXNTEXAS INSTRUMENTS INC$606K
first bought this quarter
+77 more in the Excel export
Added to (199)
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF+300%
now $67.8M
- ISHARES INC - CORE MSCI EMKT+2841%
now $9.6M
- J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF+30%
now $14.9M
now $7.8M · held 11+ qtrs, 2 adds in a row
now $10.3M · held 11+ qtrs, 6 adds in a row
$PGPROCTER & GAMBLE Co+231%
now $1.1M · held 3 qtrs
+193 more in the Excel export
Trimmed (78)
- VANGUARD INDEX FDS - MRNGSTR LRG CAP-98%
now $846K
- VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF-40%
now $14.0M
- VANGUARD BD INDEX FDS - TOTAL BND MRKT-10%
now $35.8M
- ISHARES TR - CORE MSCI INTL-6%
now $55.6M
- SPDR SERIES TRUST - ST STR P500GRW-2%
now $39.1M
now $50.6M · held 11+ qtrs
+72 more in the Excel export
Holdings by quarter
Every 13F RIVERSEDGE ADVISORS, LLC has filed, 29 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of RIVERSEDGE ADVISORS's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-1.4%
Value-weighted move of the 10 largest stock positions
Turnover
11%
Last quarter; 37% over the last 4
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
76%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
RIVERSEDGE ADVISORS, LLC disclosed 368 positions worth $813.0M in its Form 13F-HR for Q3 2026 — $805.9M in common stock plus $7.1M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 83 new positions and exited 32 and a full exit from $EIX. The portfolio is most concentrated in Other (68.1% of disclosed assets). All figures are sourced directly from RIVERSEDGE ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1787663.
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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 an AI quality ranking built from its SEC filings (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.