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RIVERSEDGE ADVISORS, LLC
hedge fundUpdated 56 days agoManaged 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
| Period | Portfolio 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
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $86.4M | 396.5K | 11.38% | Added(+5.7%) |
| 2 | ? N/A ISHARES TR | $58.9M | 661.7K | 7.76% | Added(+5.3%) |
| 3 | V VGES VANGUARD INDEX FDS | $50.6M | 147.1K | 6.66% | Trimmed(-0.4%) |
| 4 | A AAPL APPLE INC | $44.5M | 153.8K | 5.86% | Added(+66.2%) |
| 5 | V VGES VANGUARD BD INDEX FDS | $41.6M | 567.3K | 5.49% | Added(+2.3%) |
| 6 | ? N/A SPDR SERIES TRUST | $38.5M | 323.3K | 5.07% | Trimmed(-2.1%) |
| 7 | S SCHW-PJ SCHWAB STRATEGIC TR | $30.2M | 1.09M | 3.98% | Added(+0.1%) |
| 8 | ? N/A SPDR SERIES TRUST | $27.7M | 455.5K | 3.65% | Trimmed(-0.6%) |
| 9 | V VGES VANGUARD INTL EQUITY INDEX F | $23.4M | 391.8K | 3.08% | Added(+2.6%) |
| 10 | V VGES VANGUARD TAX-MANAGED FDS | $19.2M | 268.9K | 2.52% | Trimmed(-1.3%) |
| 11 | ? N/A VANGUARD MUN BD FDS | $17.7M | 350.4K | 2.33% | Added(+6.2%) |
| 12 | V VGES VANGUARD INDEX FDS | $16.2M | 188.1K | 2.13% | Added(+510.8%) |
| 13 | E ETHA ISHARES TR | $16.2M | 167.7K | 2.13% | Trimmed(-1.8%) |
| 14 | ? N/A J P MORGAN EXCHANGE TRADED F | $12M | 223.4K | 1.57% | Added(+0.9%) |
| 15 | ? N/A VANGUARD ADMIRAL FDS INC | $11.6M | 98.9K | 1.53% | Trimmed(-1.3%) |
| 16 | E ETHA ISHARES TR | $10.2M | 69.1K | 1.35% | Added(+3.0%) |
| 17 | I IVZ INVESCO EXCHANGE TRADED FD T | $9.2M | 43.3K | 1.21% | Added(0.0%) |
| 18 | N NVDA NVIDIA CORPORATION | $8.3M | 41.4K | 1.09% | Added(+16.2%) |
| 19 | ? N/A FIDELITY COVINGTON TRUST | $7.7M | 159.6K | 1.02% | Trimmed(-5.7%) |
| 20 | ? N/A AMERICAN CENTY ETF TR | $7.6M | 79.0K | 1.00% | Trimmed(-4.5%) |