Riversedge Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, Riversedge Advisors, Llc disclosed 307 stock positions valued at approximately $752.91M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 307
- Portfolio Value
- $752.91M
Holdings by Sector
Riversedge Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 11.48% | 396,548 | +21,512 | +5.74% | $86,419,717 |
| ISHARES TR | IDEV | Other | 7.82% | 661,655 | +33,185 | +5.28% | $58,893,878 |
| VANGUARD INDEX FDS | VV | Other | 6.72% | 147,058 | -535 | -0.36% | $50,574,627 |
| APPLE INC | AAPL | Technology | 5.91% | 153,766 | +61,236 | +66.18% | $44,493,598 |
| VANGUARD BD INDEX FDS | BND | Other | 5.53% | 567,270 | +12,665 | +2.28% | $41,643,301 |
| SPDR SERIES TRUST | SPYG | Other | 5.11% | 323,310 | -7,006 | -2.12% | $38,470,707 |
| SCHWAB STRATEGIC TR | SCHF | Other | 4.01% | 1,090,363 | +761 | +0.07% | $30,203,064 |
| SPDR SERIES TRUST | SPYV | Other | 3.68% | 455,543 | -2,844 | -0.62% | $27,692,475 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.11% | 391,831 | +10,065 | +2.64% | $23,388,401 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.54% | 268,893 | -3,532 | -1.30% | $19,158,620 |
| VANGUARD MUN BD FDS | VTEB | Other | 2.35% | 350,427 | +20,296 | +6.15% | $17,724,623 |
| VANGUARD INDEX FDS | VUG | Other | 2.15% | 188,068 | +157,276 | +510.77% | $16,200,162 |
| ISHARES TR | IEFA | Other | 2.15% | 167,699 | -3,035 | -1.78% | $16,196,383 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 1.59% | 223,369 | +1,935 | +0.87% | $11,950,242 |
| VANGUARD ADMIRAL FDS INC | VIOV | Other | 1.54% | 98,928 | -1,308 | -1.30% | $11,607,193 |
| ISHARES TR | IJR | Other | 1.36% | 69,094 | +2,016 | +3.01% | $10,247,388 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.22% | 43,283 | +1 | +0.00% | $9,209,279 |
| NVIDIA CORPORATION | NVDA | Technology | 1.10% | 41,423 | +5,773 | +16.19% | $8,288,274 |
| FIDELITY COVINGTON TRUST | FESM | Other | 1.02% | 159,597 | -9,589 | -5.67% | $7,706,955 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.01% | 79,048 | -3,723 | -4.50% | $7,627,313 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.96% | 218,175 | +175,819 | +415.10% | $7,263,046 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.89% | 138,239 | +4,177 | +3.12% | $6,694,896 |
| ISHARES TR | IVLU | Other | 0.86% | 155,273 | +5,259 | +3.51% | $6,493,528 |
| VANECK ETF TRUST | RAAX | Other | 0.83% | 158,232 | -1,470 | -0.92% | $6,277,063 |
| VANGUARD SCOTTSDALE FDS | VTWG | Other | 0.83% | 21,783 | -453 | -2.04% | $6,266,511 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.73% | 106,044 | -202 | -0.19% | $5,490,946 |
| ALPHABET INC | GOOGL | Communication Services | 0.65% | 13,609 | +551 | +4.22% | $4,863,337 |
| MICROSOFT CORP | MSFT | Technology | 0.63% | 12,697 | +2,910 | +29.73% | $4,736,362 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.62% | 19,545 | +2,838 | +16.99% | $4,658,438 |
| VANGUARD INDEX FDS | VBK | Other | 0.51% | 10,585 | -112 | -1.05% | $3,870,839 |
Showing 30 of 307 holdings in the latest reporting period.
Riversedge Advisors, Llc Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | AAPL | Apple Inc. | PUT | 21,400 | $6,192,304 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.