Riversedge Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$617.7M
Q ending 2026-03-31
Prior quarter
$615.0M
Q ending 2025-12-31
Change
+0.4% QoQ · +37.8% YoY
Positions
216
reported holdings
Largest positions
Top 100 of 216 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTV | Shares | $73.6M | 375K |
| Ishares Tr | IDEV | Shares | $52.5M | 628K |
| Vanguard Index Fds | VV | Shares | $44.1M | 148K |
| Vanguard Bd Index Fds | BND | Shares | $40.8M | 555K |
| Spdr Series Trust | SPYG | Shares | $32.3M | 330K |
| Schwab Strategic Tr | SCHF | Shares | $27.0M | 1.1M |
| Spdr Series Trust | SPYV | Shares | $25.9M | 458K |
| Apple Inc | AAPL | Shares | $23.5M | 93K |
| Vanguard Intl Equity Index F | VWO | Shares | $20.6M | 382K |
| Vanguard Tax-Managed Fds | VEA | Shares | $17.5M | 272K |
| Vanguard Mun Bd Fds | VTEB | Shares | $16.5M | 330K |
| Ishares Tr | IEFA | Shares | $15.5M | 171K |
| Vanguard Index Fds | VUG | Shares | $13.4M | 31K |
| J P Morgan Exchange Traded F | JBND | Shares | $11.9M | 221K |
| Grayscale Bitcoin Mini Tr Et | BTC | Shares | $11.1M | 370K |
| Vanguard Admiral Fds Inc | VIOV | Shares | $10.2M | 100K |
| Ishares Tr | IJR | Shares | $8.3M | 67K |
| Invesco Exchange Traded Fd T | RSP | Shares | $8.3M | 43K |
| American Centy Etf Tr | AVEM | Shares | $6.7M | 83K |
| Vaneck Etf Trust | RAAX | Shares | $6.5M | 160K |
| Vanguard Charlotte Fds | BNDX | Shares | $6.4M | 134K |
| Fidelity Covington Trust | FESM | Shares | $6.4M | 169K |
| Nvidia Corporation | NVDA | Shares | $6.2M | 36K |
| Ishares Tr | IVLU | Shares | $6.0M | 150K |
| Vanguard Scottsdale Fds | VTWG | Shares | $5.1M | 22K |
| Spdr Index Shs Fds | SPEM | Shares | $5.0M | 106K |
| Alphabet Inc | GOOGL | Shares | $3.8M | 13K |
| Microsoft Corp | MSFT | Shares | $3.6M | 10K |
| Amazon Com Inc | AMZN | Shares | $3.5M | 17K |
| Palantir Technologies Inc | PLTR | Shares | $3.3M | 23K |
| Vanguard Index Fds | VBK | Shares | $3.2M | 11K |
| J P Morgan Exchange Traded F | JPIB | Shares | $2.9M | 60K |
| Alphabet Inc | GOOG | Shares | $2.7M | 9K |
| Schwab Strategic Tr | SCHV | Shares | $2.4M | 80K |
| Ishares Tr | IVV | Shares | $2.1M | 3K |
| Broadcom Inc | AVGO | Shares | $1.9M | 6K |
| Vanguard Index Fds | VBR | Shares | $1.9M | 9K |
| Ishares Tr | USHY | Shares | $1.8M | 49K |
| Tesla Inc | TSLA | Shares | $1.8M | 5K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.6M | 5K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $1.6M | 42K |
| Johnson & Johnson | JNJ | Shares | $1.5M | 6K |
| Ishares Tr | IVW | Shares | $1.5M | 13K |
| Ishares Tr | MUB | Shares | $1.4M | 13K |
| Vanguard World Fd | VGT | Shares | $1.4M | 2K |
| Costco Wholesale Corporation | COST | Shares | $1.4M | 1K |
| Meta Platforms Inc | META | Shares | $1.3M | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.3M | 3K |
| Putnam Etf Trust | FTMH | Shares | $1.3M | 114K |
| Ishares Tr | IWO | Shares | $1.1M | 4K |
| Chevron Corporation | CVX | Shares | $1.1M | 5K |
| Exxon Mobil Corp | XOM | Shares | $1.1M | 6K |
| Franklin Templeton Etf Tr | FLHY | Shares | $1.1M | 44K |
| Moodys Corp | MCO | Shares | $1.0M | 2K |
| Bristol-Myers Squibb Co | BMY | Shares | $1.0M | 17K |
| Vanguard Index Fds | VTI | Shares | $1.0M | 3K |
| Abbvie Inc | ABBV | Shares | $1.0M | 5K |
| Jpmorgan Chase & Co | JPM | Shares | $982K | 3K |
| Vanguard Admiral Fds Inc | VIOG | Shares | $971K | 8K |
| Select Sector Spdr Tr | XLF | Shares | $859K | 17K |
| Walmart Inc | WMT | Shares | $857K | 7K |
| Spdr Series Trust | HYMB | Shares | $845K | 34K |
| Merck & Co Inc | MRK | Shares | $785K | 7K |
| Micron Technology Inc | MU | Shares | $778K | 2K |
| Vanguard Index Fds | VOO | Shares | $770K | 1K |
| Eli Lilly & Co | LLY | Shares | $757K | 823 |
| Vanguard Star Fds | VXUS | Shares | $757K | 10K |
| Asml Hldg Nv | Shares | $746K | 565 | |
| Mcdonalds Corp | MCD | Shares | $712K | 2K |
| Spdr Series Trust | LGLV | Shares | $692K | 4K |
| Visa Inc | V | Shares | $658K | 2K |
| Citigroup Inc | C | Shares | $656K | 6K |
| Devon Energy Corp New | DVN | Shares | $602K | 12K |
| Hsbc Hldgs Plc | HSBC | Shares | $596K | 7K |
| Lam Research Corp | LRCX | Shares | $588K | 3K |
| Expedia Group Inc | EXPE | Shares | $573K | 2K |
| Alibaba Group Hldg Ltd | BABA | Shares | $549K | 4K |
| Astrazeneca Plc | Shares | $545K | 3K | |
| Chubb Ltd Switz | Shares | $544K | 2K | |
| Lincoln Elec Hldgs Inc | LECO | Shares | $534K | 2K |
| Tjx Cos Inc New | TJX | Shares | $530K | 3K |
| Novartis Ag | NVS | Shares | $528K | 3K |
| Netflix Inc. | NFLX | Shares | $525K | 5K |
| Ge Aerospace | GE | Shares | $522K | 2K |
| Fedex Corp | FDX | Shares | $519K | 1K |
| Comfort Sys Usa Inc | FIX | Shares | $510K | 370 |
| Texas Pacific Land Corporati | TPL | Shares | $506K | 1K |
| Bank America Corp | BAC | Shares | $499K | 10K |
| Edison Intl | EIX | Shares | $497K | 7K |
| Pg&E Corp | PCG | Shares | $487K | 28K |
| Lockheed Martin Corp | LMT | Shares | $471K | 780 |
| Technipfmc Plc | Shares | $470K | 7K | |
| Spdr Series Trust | SHM | Shares | $464K | 10K |
| Abbott Laboratories | ABT | Shares | $457K | 4K |
| Hca Healthcare Inc | HCA | Shares | $455K | 961 |
| Intuitive Surgical Inc | ISRG | Shares | $454K | 985 |
| Shell Plc | SHEL | Shares | $454K | 5K |
| Travelers Companies Inc | TRV | Shares | $451K | 2K |
| Ge Vernova Inc | GEV | Shares | $445K | 510 |
| At&T Inc | T | Shares | $443K | 15K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.