Riversedge Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 9, 2026, Riversedge Advisors, Llc disclosed 365 stock positions valued at approximately $805.90M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 365
- Portfolio Value
- $805.90M
Holdings by Sector
Riversedge Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 10.69% | 398,629 | +2,081 | +0.52% | $86,135,796 |
| VANGUARD INDEX FDS | VUG | Other | 8.41% | 751,879 | +563,811 | +299.79% | $67,751,814 |
| ISHARES TR | IDEV | Other | 6.89% | 620,887 | -40,768 | -6.16% | $55,556,936 |
| APPLE INC | AAPL | Technology | 6.28% | 151,913 | -1,853 | -1.21% | $50,590,187 |
| SPDR SERIES TRUST | SPYG | Other | 4.86% | 318,078 | -5,232 | -1.62% | $39,149,089 |
| VANGUARD BD INDEX FDS | BND | Other | 4.44% | 510,243 | -57,027 | -10.05% | $35,793,546 |
| SCHWAB STRATEGIC TR | SCHF | Other | 3.68% | 1,078,985 | -11,378 | -1.04% | $29,639,724 |
| SPDR SERIES TRUST | SPYV | Other | 3.46% | 455,920 | +377 | +0.08% | $27,870,397 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.35% | 268,475 | -418 | -0.16% | $18,957,008 |
| VANGUARD MUN BD FDS | VTEB | Other | 2.10% | 357,963 | +7,536 | +2.15% | $16,953,132 |
| ISHARES TR | IEFA | Other | 2.01% | 167,304 | -395 | -0.24% | $16,208,423 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 1.84% | 290,625 | +67,256 | +30.11% | $14,856,768 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.73% | 235,719 | -156,112 | -39.84% | $13,980,471 |
| VANGUARD ADMIRAL FDS INC | VIOV | Other | 1.33% | 97,461 | -1,467 | -1.48% | $10,720,715 |
| NVIDIA CORPORATION | NVDA | Technology | 1.27% | 44,891 | +3,468 | +8.37% | $10,252,145 |
| ISHARES TR | IJR | Other | 1.25% | 73,799 | +4,705 | +6.81% | $10,039,572 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 1.22% | 206,895 | -11,280 | -5.17% | $9,794,409 |
| ISHARES INC | IEMG | Other | 1.19% | 118,004 | +113,991 | +2840.54% | $9,577,216 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.11% | 43,193 | -90 | -0.21% | $8,984,936 |
| MICROSOFT CORP | MSFT | Technology | 0.96% | 15,142 | +2,445 | +19.26% | $7,766,527 |
| FIDELITY COVINGTON TRUST | FESM | Other | 0.93% | 167,464 | +7,867 | +4.93% | $7,527,489 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.92% | 78,803 | -245 | -0.31% | $7,409,084 |
| ISHARES TR | IVLU | Other | 0.87% | 163,420 | +8,147 | +5.25% | $7,009,095 |
| ISHARES TR | IMTM | Other | 0.87% | 132,640 | +132,640 | +100.00% | $6,980,843 |
| VANECK ETF TRUST | RAAX | Other | 0.83% | 167,730 | +9,498 | +6.00% | $6,680,686 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.80% | 138,139 | -100 | -0.07% | $6,474,565 |
| BNY MELLON ETF TRUST | BKGI | Other | 0.75% | 144,641 | +144,641 | +100.00% | $6,064,797 |
| VANGUARD SCOTTSDALE FDS | VTWG | Other | 0.68% | 21,164 | -619 | -2.84% | $5,514,834 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.68% | 105,776 | -268 | -0.25% | $5,474,980 |
| GRAYSCALE BITCOIN MINI TR ET | BTC | Other | 0.65% | 140,932 | -718 | -0.51% | $5,207,437 |
Showing 30 of 365 holdings in the latest reporting period.
Riversedge Advisors, Llc Options Holdings in Q3 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q3 2026 | AAPL | Apple Inc. | PUT | 21,400 | $7,126,628 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.