Riversedge Advisors LLC Investment Activity in Q2 2026: Focus on Apple, Vanguard ETFs
Riversedge Advisors LLC significantly increased its holdings of Apple Inc (AAPL) and the VUG fund while reducing exposure to Bitcoin-related assets during Q2 2026.
According to data from
The most notable purchase was Apple Inc (AAPL), where the fund acquired 61,236 additional shares. This significant increase pushed Apple's portfolio allocation up by approximately six percentage points to nearly 5.9% of the total value. Another major buying activity involved Vanguard Index Fund in Shares (VUG), with a staggering addition of 157,276 shares representing a more than fivefold increase during this period. This ETF allocation grew substantially. Additionally, the fund purchased ISHARES TR (IDEV), adding around 33,185 shares to its position in that Vanguard fund.
Riversedge Advisors also maintained positions in several other funds. The VANGUARD INDEX FDS (VTV) allocation increased slightly by 21,512 shares (+5.74%), though it remains relatively stable compared to the quarter's more dynamic changes. Similarly, holdings in SCHWAB STRATEGIC TR (SCHF) and VANGUARD MUN BD FDS (VTEB) saw modest share increases, indicating continued confidence in these specific index strategies.
In contrast to the buying activities, there was one significant sale recorded. The fund sold shares of GRAYSCALE BITCOIN MINI TR ET (BTC), a cryptocurrency-linked product, reducing its position by 228,399 shares (-61.72%). This represents a substantial reduction in the fund's exposure to digital assets. No other major sales were disclosed for this quarter based on available data.
The investor also initiated positions in several individual stocks during Q2, including VUG, BTC (though this was a net reduction), IDEV, and others like VTV. The data shows specific changes in shares for these holdings, reflecting the fund's active management approach. Furthermore, purchases were noted in individual stocks such as AAPL, GIS (General Mills), and MPW.
While the data provided focuses on observable changes, it does not cover all holdings or activities. For instance, positions in large-cap tech like Microsoft Corp (MSFT) and Amazon.com Inc (AMZN), or other major sectors such as Healthcare and Real Estate, are either too small to be listed individually or their specific share movements weren't disclosed. Similarly, the fund's allocation to certain sectors might not fully reflect all holdings if they fall below the reporting threshold. No such activity is disclosed in this filing for these categories.