RIVERSEDGE ADVISORS, LLC
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 (71.8% 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
Diversifying
$AAPL
$AVGO
$LYG
$MCO
$GOOGSector Allocation
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.
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
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- 76.4
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 | 76.4 | $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
$540.7M
Technology
$99.6M
Financials
$44.8M
Industrials
$17.9M
Healthcare
$14.9M
Consumer Discretionary
$13.1M
Energy
$7.3M
Materials
$4.3M
Top Holdings — RIVERSEDGE ADVISORS, LLC (Q2 2026)
Top 150 of 316 disclosed positions (by reported value) 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% | 76.4 |
| 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% | 85.9 |
| 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 | 76.4 |
| 27 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $5.5M | 0.7% | -0% | — |
| 28 | $GOOG | Alphabet Inc. | $4.9M | 0.7% | +4% | 78.2 |
| 29 |  $MSFT | MICROSOFT CORP | $4.7M | 0.6% | +30% | 79.8 |
| 30 |  $AMZN | AMAZON COM INC | $4.7M | 0.6% | +17% | 68.7 |
| 31 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $3.9M | 0.5% | -1% | — |
| 32 |  $GOOGL | Alphabet Inc. | $3.9M | 0.5% | +18% | 78.2 |
| 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% | 86.2 |
| 37 |  $PLTR | Palantir Technologies Inc. | $2.6M | 0.3% | -1% | 84.6 |
| 38 | $AVGO | Broadcom Inc. | $2.6M | 0.3% | +9% | 84.5 |
| 39 |  $TSLA | Tesla, Inc. | $2.2M | 0.3% | +10% | 53.9 |
| 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% | 73.8 |
| 46 | — | ISHARES TR - S&P 500 GRWT ETF | $1.6M | 0.2% | -7% | — |
| 47 |  $JPM | JPMORGAN CHASE & CO | $1.6M | 0.2% | +47% | 70.7 |
| 48 |  $META | Meta Platforms, Inc. | $1.6M | 0.2% | +22% | 79.6 |
| 49 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.2% | +4% | 69 |
| 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% | 87.5 |
| 53 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.4M | 0.2% | +9% | 66.2 |
| 54 |  $LRCX | LAM RESEARCH CORP | $1.3M | 0.2% | +12% | 79.4 |
| 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% | 79.1 |
| 58 |  $CVX | CHEVRON CORP | $1.2M | 0.2% | +40% | 62.8 |
| 59 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH | $1.2M | 0.2% | +2% | — |
| 60 |  $ABBV | AbbVie Inc. | $1.2M | 0.2% | +1% | 72.6 |
| 61 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.2M | 0.2% | +0% | — |
| 62 |  $WDC | WESTERN DIGITAL CORP | $1.2M | 0.1% | +46% | 80.7 |
| 63 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.1M | 0.1% | +15% | 70.4 |
| 64 | — | FRANKLIN TEMPLETON ETF TR - HIGH YIELD CORP | $1.1M | 0.1% | +4% | — |
| 65 |  $INTC | INTEL CORP | $998,236 | 0.1% | -28% | 45.6 |
| 66 |  $HD | HOME DEPOT, INC. | $992,805 | 0.1% | +123% | 60.3 |
| 67 |  $V | VISA INC. | $985,354 | 0.1% | +32% | 82.9 |
| 68 |  $XOM.R34088 | EXXON MOBIL CORP | $934,238 | 0.1% | +6% | 57.9 |
| 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% | 77.7 |
| 72 |  $C | CITIGROUP INC | $886,291 | 0.1% | +10% | 65 |
| 73 |  $MRK | Merck & Co., Inc. | $884,080 | 0.1% | +5% | 59.9 |
| 74 |  $GE | GENERAL ELECTRIC CO | $880,920 | 0.1% | +28% | 73.8 |
| 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% | 79.8 |
| 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% | 87.7 |
| 80 |  $PCG | PG&E Corp | $753,015 | 0.1% | +62% | 58.8 |
| 81 |  $CNC | CENTENE CORP | $750,766 | 0.1% | +41% | 58.2 |
| 82 |  $HSBC | HSBC HOLDINGS PLC | $748,168 | 0.1% | +9% | — |
| 83 |  $WMT | Walmart Inc. | $731,129 | 0.1% | -6% | 60.2 |
| 84 |  $UNH | UNITEDHEALTH GROUP INC | $725,514 | 0.1% | +44% | 62.7 |
| 85 |  $COF | CAPITAL ONE FINANCIAL CORP | $714,408 | 0.1% | +106% | 62.4 |
| 86 |  $BAC | BANK OF AMERICA CORP /DE/ | $713,807 | 0.1% | +23% | 67.6 |
| 87 |  $GEV | GE Vernova Inc. | $695,517 | 0.1% | +16% | 81.1 |
| 88 |  $TJX | TJX COMPANIES INC /DE/ | $682,103 | 0.1% | +36% | 68.7 |
| 89 | — | SPDR SERIES TRUST - ST STR R1K LOWV | $680,312 | 0.1% | -4% | — |
| 90 |  $ABNB | Airbnb, Inc. | $674,860 | 0.1% | +55% | 71 |
| 91 |  $TRV | TRAVELERS COMPANIES, INC. | $651,574 | 0.1% | +28% | 75.9 |
| 92 |  $UAL | United Airlines Holdings, Inc. | $647,040 | 0.1% | +39% | 60.8 |
| 93 |  $MCD | MCDONALDS CORP | $629,247 | 0.1% | +2% | 69 |
| 94 |  $EIX | EDISON INTERNATIONAL | $627,688 | 0.1% | +24% | 61.2 |
| 95 |  $DAL | DELTA AIR LINES, INC. | $618,437 | 0.1% | +17% | 57.5 |
| 96 |  $APH | AMPHENOL CORP /DE/ | $615,180 | 0.1% | +12% | 79.3 |
| 97 |  $NVS | NOVARTIS AG | $608,544 | 0.1% | +12% | — |
| 98 |  $RY | ROYAL BANK OF CANADA | $601,869 | 0.1% | +9% | 74.8 |
| 99 |  $EXPE | Expedia Group, Inc. | $597,224 | 0.1% | -6% | 71.1 |
| 100 |  $PSX | Phillips 66 | $596,027 | 0.1% | +59% | 57.8 |
| 101 |  $SNOW | Snowflake Inc. | $595,785 | 0.1% | NEW | 54.9 |
| 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% | 65.5 |
| 105 |  $FTNT | Fortinet, Inc. | $569,777 | 0.1% | +7% | 80.1 |
| 106 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $563,412 | 0.1% | -1% | 60.1 |
| 107 |  $WCN | Waste Connections, Inc. | $556,245 | 0.1% | NEW | 68.2 |
| 108 |  $CRS | CARPENTER TECHNOLOGY CORP | $549,604 | 0.1% | NEW | 64.6 |
| 109 |  $MLI | MUELLER INDUSTRIES INC | $546,055 | 0.1% | +16% | 68.7 |
| 110 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $535,240 | 0.1% | +31% | — |
| 111 |  $DVN | DEVON ENERGY CORP/DE | $534,471 | 0.1% | +8% | 74.8 |
| 112 |  $FDX | FEDEX CORP | $532,094 | 0.1% | +17% | 60.3 |
| 113 |  $KLAC | KLA CORP | $529,803 | 0.1% | +1004% | 78.6 |
| 114 |  $AMAT | APPLIED MATERIALS INC /DE | $522,729 | 0.1% | NEW | 72.3 |
| 115 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $520,249 | 0.1% | +70% | 60.2 |
| 116 |  $GIS | GENERAL MILLS INC | $509,918 | 0.1% | NEW | 50.7 |
| 117 |  $LMT | LOCKHEED MARTIN CORP | $509,879 | 0.1% | +28% | 65.6 |
| 118 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $506,025 | 0.1% | +87% | 70 |
| 119 |  $AME | AMETEK INC/ | $506,018 | 0.1% | +18% | 69.7 |
| 120 |  $GS | GOLDMAN SACHS GROUP INC | $499,262 | 0.1% | +5% | 73.5 |
| 121 |  $BLK | BlackRock, Inc. | $498,734 | 0.1% | +58% | 70 |
| 122 |  $VLO | VALERO ENERGY CORP/TX | $493,826 | 0.1% | +35% | 57.8 |
| 123 |  $TD | TORONTO DOMINION BANK | $493,734 | 0.1% | +13% | 80.5 |
| 124 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $493,253 | 0.1% | NEW | 75.4 |
| 125 |  $PM | Philip Morris International Inc. | $491,311 | 0.1% | +21% | 75.9 |
| 126 |  $VIK | Viking Holdings Ltd | $488,914 | 0.1% | NEW | — |
| 127 |  $TPL | Texas Pacific Land Corp | $486,099 | 0.1% | +4% | 73 |
| 128 |  $NTRS | NORTHERN TRUST CORP | $478,582 | 0.1% | +11% | 65.2 |
| 129 |  $TER | TERADYNE, INC | $475,131 | 0.1% | +41% | 77.3 |
| 130 |  $SHEL | Shell plc | $471,676 | 0.1% | +25% | — |
| 131 |  $KO | COCA COLA CO | $465,477 | 0.1% | +22% | 69.5 |
| 132 |  $CMI | CUMMINS INC | $465,013 | 0.1% | +43% | 58.1 |
| 133 |  $AON | Aon plc | $461,049 | 0.1% | NEW | — |
| 134 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $460,924 | 0.1% | NEW | 73.7 |
| 135 |  $FCX | FREEPORT-MCMORAN INC | $456,833 | 0.1% | +84% | 62 |
| 136 |  $FTI | TechnipFMC plc | $455,150 | 0.1% | +1% | — |
| 137 |  $ORCL | ORACLE CORP | $446,415 | 0.1% | +29% | 66.2 |
| 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 | 66.1 |
| 141 |  $CIEN | CIENA CORP | $432,674 | 0.1% | +7% | 72.9 |
| 142 |  $AZN | ASTRAZENECA PLC | $432,334 | 0.1% | -17% | — |
| 143 |  $WFC | WELLS FARGO & COMPANY/MN | $431,258 | 0.1% | NEW | 61.8 |
| 144 |  $PANW | Palo Alto Networks Inc | $427,639 | 0.1% | NEW | 65.5 |
| 145 |  $BNY | Bank of New York Mellon Corp | $425,587 | 0.1% | +11% | 74.1 |
| 146 |  $EOG | EOG RESOURCES INC | $424,884 | 0.1% | NEW | 71.9 |
| 147 |  $NTRA | Natera, Inc. | $418,576 | 0.1% | +23% | 53.5 |
| 148 |  $BA | BOEING CO | $417,354 | 0.1% | NEW | 61.6 |
| 149 |  $CAT | CATERPILLAR INC | $415,311 | 0.1% | +3% | 66.5 |
| 150 |  $ETN | Eaton Corp plc | $415,041 | 0.1% | -2% | — |
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
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