Riversedge Advisors, Llc Portfolio Stock Holdings
Riversedge Advisors, Llc disclosed 315 stock positions valued at approximately $752.9 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and VANGUARD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 16, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 315
- Portfolio Value
- $752.9M
Holdings by Sector
Riversedge Advisors, Llc Portfolio Holdings in Q2 2026
307 holdings in the latest reporting period.
Page 1 of 4
| 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 |
| ALPHABET INC | GOOG | Communication Services | 0.51% | 10,917 | +1,641 | +17.69% | $3,857,174 |
| GRAYSCALE BITCOIN MINI TR ET | BTC | Other | 0.49% | 141,650 | -228,399 | -61.72% | $3,675,818 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 0.39% | 61,246 | +1,097 | +1.82% | $2,961,244 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.37% | 80,108 | +523 | +0.66% | $2,788,568 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.37% | 2,399 | +96 | +4.17% | $2,769,142 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.35% | 22,301 | -221 | -0.98% | $2,601,858 |
| BROADCOM INC | AVGO | Technology | 0.34% | 6,847 | +581 | +9.27% | $2,586,552 |
| TESLA INC | TSLA | Consumer Cyclical | 0.30% | 5,336 | +476 | +9.79% | $2,244,322 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.29% | 4,611 | -251 | -5.16% | $2,202,075 |
| ISHARES TR | IVV | Other | 0.29% | 2,911 | -380 | -11.55% | $2,180,023 |
| VANGUARD WORLD FD | VGT | Other | 0.25% | 16,003 | +14,002 | +699.75% | $1,912,670 |
| VANGUARD INDEX FDS | VBR | Other | 0.25% | 7,836 | -865 | -9.94% | $1,903,950 |
| ISHARES TR | USHY | Other | 0.24% | 48,315 | -863 | -1.75% | $1,788,638 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.23% | 3,469 | +707 | +25.60% | $1,735,853 |
| ISHARES TR | IVW | Other | 0.22% | 11,871 | -956 | -7.45% | $1,632,651 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.21% | 4,921 | +1,584 | +47.47% | $1,610,766 |
| META PLATFORMS INC | META | Communication Services | 0.21% | 2,838 | +507 | +21.75% | $1,598,617 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.21% | 6,231 | +225 | +3.75% | $1,582,373 |
| ISHARES TR | MUB | Other | 0.19% | 13,253 | +64 | +0.49% | $1,426,314 |
| ISHARES TR | IWO | Other | 0.19% | 3,558 | +1 | +0.03% | $1,401,730 |
| ELI LILLY & CO | LLY | Healthcare | 0.18% | 1,159 | +336 | +40.83% | $1,390,139 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.18% | 1,474 | +116 | +8.54% | $1,378,714 |
| LAM RESEARCH CORP | LRCX | Other | 0.18% | 3,071 | +319 | +11.59% | $1,330,756 |
| ASML HLDG NV | ASML | Other | 0.17% | 651 | +86 | +15.22% | $1,295,125 |
| MOODYS CORP | MCO | Financial Services | 0.17% | 2,760 | +393 | +16.60% | $1,250,059 |
| CHEVRON CORPORATION | CVX | Energy | 0.16% | 7,445 | +2,110 | +39.55% | $1,234,031 |
| VANGUARD ADMIRAL FDS INC | VIOG | Other | 0.16% | 7,958 | +155 | +1.99% | $1,220,951 |
| ABBVIE INC | ABBV | Healthcare | 0.16% | 4,666 | +65 | +1.41% | $1,174,059 |
| VANGUARD INDEX FDS | VTI | Other | 0.16% | 3,167 | +3 | +0.09% | $1,171,800 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.15% | 1,807 | +573 | +46.43% | $1,154,167 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.15% | 19,575 | +2,588 | +15.24% | $1,127,912 |
| FRANKLIN TEMPLETON ETF TR | FLHY | Other | 0.15% | 46,150 | +1,805 | +4.07% | $1,120,984 |
| INTEL CORP | INTC | Technology | 0.13% | 7,149 | -2,795 | -28.11% | $998,236 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.13% | 2,815 | +1,552 | +122.88% | $992,805 |
| VISA INC | V | Financial Services | 0.13% | 2,872 | +694 | +31.86% | $985,354 |
| EXXON MOBIL CORP | XOM | Energy | 0.12% | 6,833 | +414 | +6.45% | $934,238 |
| VANGUARD INDEX FDS | VOO | Other | 0.12% | 1,358 | +70 | +5.43% | $932,991 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.12% | 17,398 | - | - | $932,720 |
| COMFORT SYS USA INC | FIX | Industrials | 0.12% | 463 | +93 | +25.14% | $917,643 |
| CITIGROUP INC | C | Financial Services | 0.12% | 6,332 | +551 | +9.53% | $886,291 |
| MERCK & CO INC | MRK | Healthcare | 0.12% | 6,880 | +355 | +5.44% | $884,080 |
| GE AEROSPACE | GE | Industrials | 0.12% | 2,357 | +516 | +28.03% | $880,920 |
| VANGUARD STAR FDS | VXUS | Other | 0.11% | 9,820 | +4 | +0.04% | $839,514 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.11% | 1,444 | +409 | +39.52% | $838,834 |
| SPDR SERIES TRUST | HYMB | Other | 0.11% | 32,598 | -1,479 | -4.34% | $829,286 |
| CHUBB LIMITED | CB | Financial Services | 0.11% | 2,360 | +690 | +41.32% | $804,146 |
| SANDISK CORP | SNDK | Other | 0.10% | 341 | -202 | -37.20% | $775,342 |
| PG&E CORP | PCG | Utilities | 0.10% | 44,769 | +17,077 | +61.67% | $753,015 |
| CENTENE CORP DEL | CNC | Healthcare | 0.10% | 11,696 | +3,382 | +40.68% | $750,766 |
| HSBC HLDGS PLC | HSBC | Financial Services | 0.10% | 7,868 | +642 | +8.88% | $748,168 |
| WALMART INC | WMT | Consumer Defensive | 0.10% | 6,455 | -444 | -6.44% | $731,129 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.10% | 1,746 | +535 | +44.18% | $725,514 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.09% | 3,561 | +1,832 | +105.96% | $714,408 |
| BANK OF AMER CORP | BAC | Financial Services | 0.09% | 12,527 | +2,301 | +22.50% | $713,807 |
| GE VERNOVA INC | GEV | Utilities | 0.09% | 592 | +82 | +16.08% | $695,517 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.09% | 4,502 | +1,184 | +35.68% | $682,103 |
| SPDR SERIES TRUST | LGLV | Other | 0.09% | 3,749 | -138 | -3.55% | $680,312 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.09% | 4,716 | +1,667 | +54.67% | $674,860 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.09% | 1,974 | +429 | +27.77% | $651,574 |
| UNITED AIRLS HLDGS INC | UAL | Industrials | 0.09% | 4,758 | +1,328 | +38.72% | $647,040 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.08% | 2,328 | +38 | +1.66% | $629,247 |
| EDISON INTL | EIX | Utilities | 0.08% | 8,431 | +1,643 | +24.20% | $627,688 |
| DELTA AIR LINES INC | DAL | Industrials | 0.08% | 6,603 | +974 | +17.30% | $618,437 |
| AMPHENOL CORP | APH | Technology | 0.08% | 3,489 | +387 | +12.48% | $615,180 |
| NOVARTIS AG | NVS | Healthcare | 0.08% | 3,883 | +425 | +12.29% | $608,544 |
| ROYAL BK CDA | RY | Financial Services | 0.08% | 2,908 | +250 | +9.41% | $601,869 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 0.08% | 2,334 | -147 | -5.93% | $597,224 |
| PHILLIPS 66 | PSX | Energy | 0.08% | 3,526 | +1,311 | +59.19% | $596,027 |
| SNOWFLAKE INC | SNOW | Technology | 0.08% | 2,341 | +936 | +66.62% | $595,785 |
| BANCO SANTANDER SA | SAN | Financial Services | 0.08% | 43,102 | +13,815 | +47.17% | $594,808 |
Riversedge Advisors, Llc Options Holdings in Q2 2026
1 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | AAPL | Apple Inc. | PUT | 21,400 | $6,192,304 |
Notional value represents the total exposure of the options position.