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RIVERSEDGE ADVISORS, LLC

hedge fundUpdated 56 days ago

Managed by Riversedge Advisors, Llc • Latest filing Q2 2026

Portfolio value
$759.1M
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
99.2%
Weight of largest holdings
Annualized return
27.7%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 13 quarters

Show data table
PeriodPortfolio value
Q2 2023$364.7M
Q3 2023$339M
Q4 2023$365M
Q1 2024$405.7M
Q2 2024$410.1M
Q3 2024$440.9M
Q4 2024$442.3M
Q1 2025$448.4M
Q2 2025$511.3M
Q3 2025$596.7M
Q4 2025$615M
Q1 2026$617.7M
Q2 2026$759.1M

Top holdings

316 positions as of Q2 2026

View filing
V

VANGUARD INDEX FDS

+5.7%
Value
$86.4M
Shares
396.5K
% Port
11.38%
?
2.N/A

ISHARES TR

+5.3%
Value
$58.9M
Shares
661.7K
% Port
7.76%
V

VANGUARD INDEX FDS

-0.4%
Value
$50.6M
Shares
147.1K
% Port
6.66%
A

APPLE INC

+66.2%
Value
$44.5M
Shares
153.8K
% Port
5.86%
V

VANGUARD BD INDEX FDS

+2.3%
Value
$41.6M
Shares
567.3K
% Port
5.49%
?
6.N/A

SPDR SERIES TRUST

-2.1%
Value
$38.5M
Shares
323.3K
% Port
5.07%
S

SCHWAB STRATEGIC TR

+0.1%
Value
$30.2M
Shares
1.09M
% Port
3.98%
?
8.N/A

SPDR SERIES TRUST

-0.6%
Value
$27.7M
Shares
455.5K
% Port
3.65%
V

VANGUARD INTL EQUITY INDEX F

+2.6%
Value
$23.4M
Shares
391.8K
% Port
3.08%
V
10.VGES

VANGUARD TAX-MANAGED FDS

-1.3%
Value
$19.2M
Shares
268.9K
% Port
2.52%
?
11.N/A

VANGUARD MUN BD FDS

+6.2%
Value
$17.7M
Shares
350.4K
% Port
2.33%
V
12.VGES

VANGUARD INDEX FDS

+510.8%
Value
$16.2M
Shares
188.1K
% Port
2.13%
E
13.ETHA

ISHARES TR

-1.8%
Value
$16.2M
Shares
167.7K
% Port
2.13%
?
14.N/A

J P MORGAN EXCHANGE TRADED F

+0.9%
Value
$12M
Shares
223.4K
% Port
1.57%
?
15.N/A

VANGUARD ADMIRAL FDS INC

-1.3%
Value
$11.6M
Shares
98.9K
% Port
1.53%
E
16.ETHA

ISHARES TR

+3.0%
Value
$10.2M
Shares
69.1K
% Port
1.35%
I
17.IVZ

INVESCO EXCHANGE TRADED FD T

0.0%
Value
$9.2M
Shares
43.3K
% Port
1.21%
N
18.NVDA

NVIDIA CORPORATION

+16.2%
Value
$8.3M
Shares
41.4K
% Port
1.09%
?
19.N/A

FIDELITY COVINGTON TRUST

-5.7%
Value
$7.7M
Shares
159.6K
% Port
1.02%
?
20.N/A

AMERICAN CENTY ETF TR

-4.5%
Value
$7.6M
Shares
79.0K
% Port
1.00%

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