Riversedge Advisors as of Dec. 31, 2025
Portfolio Holdings for Riversedge Advisors
Riversedge Advisors holds 214 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 13.5 | $83M | 264k | 314.80 | |
| Ishares Tr Core Msci Intl (IDEV) | 9.1 | $56M | 680k | 82.48 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 8.1 | $50M | 670k | 74.07 | |
| Spdr Series Trust State Street Spd (SPYG) | 5.9 | $36M | 341k | 106.70 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.7 | $29M | 152k | 191.56 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.3 | $27M | 1.1M | 24.04 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.3 | $27M | 494k | 53.76 | |
| Spdr Series Trust State Street Spd (SPYV) | 4.3 | $27M | 466k | 56.81 | |
| Apple (AAPL) | 4.2 | $26M | 94k | 271.86 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.8 | $17M | 273k | 62.47 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.8 | $17M | 141k | 120.18 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.6 | $16M | 324k | 50.29 | |
| Ishares Tr Core Msci Eafe (IEFA) | 2.5 | $16M | 175k | 89.46 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.4 | $15M | 30k | 487.85 | |
| Vanguard Index Fds Value Etf (VTV) | 1.7 | $11M | 56k | 190.99 | |
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 1.6 | $9.9M | 102k | 97.76 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.5 | $9.2M | 191k | 48.32 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 1.2 | $7.6M | 197k | 38.73 | |
| NVIDIA Corporation (NVDA) | 1.1 | $6.5M | 35k | 186.50 | |
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.9 | $5.3M | 23k | 235.99 | |
| Microsoft Corporation (MSFT) | 0.9 | $5.3M | 11k | 483.61 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.8 | $5.0M | 108k | 46.81 | |
| Grayscale Coindesk Crypto Usd Shs (GDLC) | 0.8 | $4.6M | 112k | 41.32 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $4.1M | 13k | 313.01 | |
| Palantir Technologies Cl A (PLTR) | 0.6 | $4.0M | 22k | 177.75 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $3.4M | 11k | 302.12 | |
| Amazon (AMZN) | 0.5 | $3.0M | 13k | 230.83 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.9M | 9.3k | 313.79 | |
| Ishares Tr Broad Usd High (USHY) | 0.5 | $2.8M | 74k | 37.39 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.4M | 3.4k | 685.00 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $2.3M | 79k | 29.61 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $2.1M | 43k | 49.65 | |
| Broadcom (AVGO) | 0.3 | $2.0M | 5.7k | 346.11 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $1.9M | 9.0k | 211.79 | |
| Tesla Motors (TSLA) | 0.3 | $1.6M | 3.6k | 449.72 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.6M | 13k | 123.26 | |
| Ishares Tr National Mun Etf (MUB) | 0.3 | $1.6M | 15k | 107.11 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.6M | 3.1k | 502.65 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.5M | 2.0k | 753.64 | |
| Meta Platforms Cl A (META) | 0.2 | $1.5M | 2.2k | 660.09 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.4M | 4.6k | 303.89 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $1.3M | 25k | 51.12 | |
| Johnson & Johnson (JNJ) | 0.2 | $1.2M | 5.9k | 206.97 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.2M | 3.8k | 322.26 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $1.1M | 3.6k | 323.00 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.1M | 3.3k | 335.31 | |
| Abbvie (ABBV) | 0.2 | $1.1M | 4.7k | 228.51 | |
| Moody's Corporation (MCO) | 0.2 | $1.0M | 2.0k | 510.85 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $974k | 1.6k | 627.17 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $953k | 17k | 54.77 | |
| Spdr Series Trust State Street Spd (HYMB) | 0.2 | $949k | 38k | 24.94 | |
| Bristol Myers Squibb (BMY) | 0.1 | $842k | 16k | 53.94 | |
| Eli Lilly & Co. (LLY) | 0.1 | $804k | 748.00 | 1074.68 | |
| Costco Wholesale Corporation (COST) | 0.1 | $782k | 907.00 | 862.18 | |
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.1 | $775k | 6.4k | 121.29 | |
| Capital One Financial (COF) | 0.1 | $753k | 3.1k | 242.36 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $741k | 9.8k | 75.44 | |
| Bank of America Corporation (BAC) | 0.1 | $707k | 13k | 55.00 | |
| Wal-Mart Stores (WMT) | 0.1 | $700k | 6.3k | 111.42 | |
| Spdr Series Trust State Street Spd (LGLV) | 0.1 | $689k | 3.9k | 175.56 | |
| Expedia Group Com New (EXPE) | 0.1 | $688k | 2.4k | 283.31 | |
| Citigroup Com New (C) | 0.1 | $682k | 5.8k | 116.69 | |
| McDonald's Corporation (MCD) | 0.1 | $661k | 2.2k | 305.63 | |
| Merck & Co (MRK) | 0.1 | $654k | 6.2k | 105.26 | |
| Micron Technology (MU) | 0.1 | $649k | 2.3k | 285.41 | |
| Chevron Corporation (CVX) | 0.1 | $640k | 4.2k | 152.40 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $617k | 4.2k | 146.58 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $603k | 5.0k | 120.35 | |
| Victory Portfolios Ii Vcshs Intl Volty | 0.1 | $596k | 11k | 53.98 | |
| Visa Com Cl A (V) | 0.1 | $593k | 1.7k | 350.67 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $561k | 524.00 | 1069.86 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $556k | 7.1k | 78.67 | |
| Pepsi (PEP) | 0.1 | $545k | 3.8k | 143.53 | |
| Chubb (CB) | 0.1 | $540k | 1.7k | 312.12 | |
| Ge Aerospace Com New (GE) | 0.1 | $529k | 1.7k | 308.05 | |
| Lincoln Electric Holdings (LECO) | 0.1 | $512k | 2.1k | 239.64 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $510k | 901.00 | 566.36 | |
| Astrazeneca Sponsored Adr | 0.1 | $501k | 5.4k | 91.93 | |
| Home Depot (HD) | 0.1 | $488k | 1.4k | 344.11 | |
| TJX Companies (TJX) | 0.1 | $478k | 3.1k | 153.61 | |
| Synchrony Financial (SYF) | 0.1 | $469k | 5.6k | 83.43 | |
| Spdr Series Trust State Street Spd (SHM) | 0.1 | $467k | 9.7k | 47.99 | |
| Abbott Laboratories (ABT) | 0.1 | $466k | 3.7k | 125.30 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $465k | 3.4k | 137.87 | |
| Travelers Companies (TRV) | 0.1 | $450k | 1.6k | 290.01 | |
| Rbc Cad (RY) | 0.1 | $450k | 2.6k | 170.49 | |
| Hca Holdings (HCA) | 0.1 | $443k | 949.00 | 466.86 | |
| Mueller Industries (MLI) | 0.1 | $437k | 3.8k | 114.80 | |
| Intel Corporation (INTC) | 0.1 | $437k | 12k | 36.90 | |
| Devon Energy Corporation (DVN) | 0.1 | $428k | 12k | 36.63 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $425k | 2.5k | 171.18 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $424k | 743.00 | 571.16 | |
| Centene Corporation (CNC) | 0.1 | $423k | 10k | 41.15 | |
| Netflix (NFLX) | 0.1 | $418k | 4.5k | 93.76 | |
| UnitedHealth (UNH) | 0.1 | $410k | 1.2k | 330.22 | |
| FedEx Corporation (FDX) | 0.1 | $409k | 1.4k | 288.91 | |
| Servicenow (NOW) | 0.1 | $405k | 2.6k | 153.19 | |
| Booking Holdings (BKNG) | 0.1 | $402k | 75.00 | 5355.33 | |
| Goldman Sachs (GS) | 0.1 | $398k | 453.00 | 878.32 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $395k | 3.7k | 106.71 | |
| Edison International (EIX) | 0.1 | $393k | 6.6k | 60.02 | |
| Huron Consulting (HURN) | 0.1 | $387k | 2.2k | 172.91 | |
| Amphenol Corp Cl A (APH) | 0.1 | $385k | 2.9k | 135.14 | |
| Newmont Mining Corporation (NEM) | 0.1 | $380k | 3.8k | 99.85 | |
| General Dynamics Corporation (GD) | 0.1 | $379k | 1.1k | 336.74 | |
| Hldgs (UAL) | 0.1 | $377k | 3.4k | 111.82 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $373k | 772.00 | 483.50 | |
| Marriott Intl Cl A (MAR) | 0.1 | $357k | 1.1k | 310.30 | |
| PG&E Corporation (PCG) | 0.1 | $356k | 22k | 16.07 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $353k | 2.3k | 154.12 | |
| Zoom Communications Cl A (ZM) | 0.1 | $352k | 4.1k | 86.29 | |
| Philip Morris International (PM) | 0.1 | $349k | 2.2k | 160.38 | |
| Shell Spon Ads (SHEL) | 0.1 | $349k | 4.7k | 73.48 | |
| Banco Santander Sa Adr (SAN) | 0.1 | $345k | 29k | 11.73 | |
| Comfort Systems USA (FIX) | 0.1 | $344k | 368.00 | 933.29 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $343k | 5.1k | 67.22 | |
| Atlassian Corporation Cl A (TEAM) | 0.1 | $343k | 2.1k | 162.14 | |
| At&t (T) | 0.1 | $339k | 14k | 24.84 | |
| Constellation Energy (CEG) | 0.1 | $339k | 959.00 | 353.10 | |
| Us Bancorp Del Com New (USB) | 0.1 | $338k | 6.3k | 53.36 | |
| D.R. Horton (DHI) | 0.1 | $337k | 2.3k | 144.03 | |
| Hartford Financial Services (HIG) | 0.1 | $337k | 2.4k | 137.80 | |
| Fox Corp Cl A Com (FOXA) | 0.1 | $337k | 4.6k | 73.07 | |
| Northern Trust Corporation (NTRS) | 0.1 | $336k | 2.5k | 136.59 | |
| Arista Networks Com Shs (ANET) | 0.1 | $332k | 2.5k | 131.03 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $332k | 701.00 | 473.50 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $332k | 3.5k | 94.20 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $331k | 2.4k | 135.72 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $329k | 1.5k | 219.75 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $329k | 1.2k | 268.30 | |
| Toyota Motor Corp Ads (TM) | 0.1 | $320k | 1.5k | 214.06 | |
| Ametek (AME) | 0.1 | $320k | 1.6k | 205.24 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $315k | 20k | 15.86 | |
| Coca-Cola Company (KO) | 0.1 | $314k | 4.5k | 69.90 | |
| Medpace Hldgs (MEDP) | 0.1 | $313k | 558.00 | 561.65 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $310k | 3.2k | 96.04 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $310k | 12k | 25.60 | |
| Snowflake Com Shs (SNOW) | 0.1 | $308k | 1.4k | 219.36 | |
| Oracle Corporation (ORCL) | 0.1 | $308k | 1.6k | 194.91 | |
| Palo Alto Networks (PANW) | 0.0 | $307k | 1.7k | 184.20 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $306k | 1.1k | 287.15 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $306k | 2.6k | 116.09 | |
| Natera (NTRA) | 0.0 | $304k | 1.3k | 229.09 | |
| Technipfmc (FTI) | 0.0 | $301k | 6.8k | 44.56 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $298k | 9.1k | 32.75 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $297k | 435.00 | 681.79 | |
| Sap Se Spon Adr (SAP) | 0.0 | $296k | 1.2k | 242.91 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $295k | 629.00 | 468.76 | |
| Phillips 66 (PSX) | 0.0 | $294k | 2.3k | 129.02 | |
| Eaton Corp SHS (ETN) | 0.0 | $292k | 917.00 | 318.51 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $286k | 371.00 | 771.87 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $285k | 2.5k | 113.78 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $283k | 4.1k | 69.40 | |
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $281k | 3.8k | 73.64 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $278k | 795.00 | 349.99 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $274k | 12k | 23.31 | |
| O'reilly Automotive (ORLY) | 0.0 | $273k | 3.0k | 91.21 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $273k | 3.1k | 87.35 | |
| Intuit (INTU) | 0.0 | $268k | 404.00 | 662.69 | |
| Qualcomm (QCOM) | 0.0 | $260k | 1.5k | 171.04 | |
| Automatic Data Processing (ADP) | 0.0 | $259k | 1.0k | 257.28 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $258k | 7.1k | 36.54 | |
| Pulte (PHM) | 0.0 | $258k | 2.2k | 117.26 | |
| Unilever Spon Adr New (UL) | 0.0 | $257k | 3.9k | 65.40 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $256k | 6.9k | 37.00 | |
| Lyft Cl A Com (LYFT) | 0.0 | $255k | 13k | 19.37 | |
| Prologis (PLD) | 0.0 | $254k | 2.0k | 127.66 | |
| Wells Fargo & Company (WFC) | 0.0 | $250k | 2.7k | 93.18 | |
| Danaher Corporation (DHR) | 0.0 | $249k | 1.1k | 228.99 | |
| General Motors Company (GM) | 0.0 | $247k | 3.0k | 81.32 | |
| Ge Vernova (GEV) | 0.0 | $246k | 376.00 | 653.57 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $243k | 2.4k | 99.91 | |
| Sandisk Corp (SNDK) | 0.0 | $242k | 1.0k | 237.38 | |
| Walt Disney Company (DIS) | 0.0 | $241k | 2.1k | 113.77 | |
| Blackrock (BLK) | 0.0 | $236k | 220.00 | 1071.88 | |
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.0 | $234k | 1.1k | 205.60 | |
| International Business Machines (IBM) | 0.0 | $234k | 790.00 | 296.38 | |
| Cummins (CMI) | 0.0 | $232k | 454.00 | 510.45 | |
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $231k | 4.9k | 47.56 | |
| Ubs Group SHS (UBS) | 0.0 | $230k | 5.0k | 46.31 | |
| Bhp Group Sponsored Ads (BHP) | 0.0 | $228k | 3.8k | 60.37 | |
| Biogen Idec (BIIB) | 0.0 | $227k | 1.3k | 175.99 | |
| Halliburton Company (HAL) | 0.0 | $226k | 8.0k | 28.26 | |
| Pinnacle Financial Partners | 0.0 | $226k | 2.4k | 95.41 | |
| Valero Energy Corporation (VLO) | 0.0 | $225k | 1.4k | 162.78 | |
| Ubiquiti (UI) | 0.0 | $224k | 405.00 | 553.35 | |
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $224k | 4.0k | 56.62 | |
| Gartner (IT) | 0.0 | $223k | 883.00 | 252.28 | |
| ConocoPhillips (COP) | 0.0 | $223k | 2.4k | 93.62 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $221k | 1.4k | 160.97 | |
| American Express Company (AXP) | 0.0 | $220k | 596.00 | 369.78 | |
| Best Buy (BBY) | 0.0 | $219k | 3.3k | 66.93 | |
| Roper Industries (ROP) | 0.0 | $219k | 492.00 | 445.13 | |
| Hubspot (HUBS) | 0.0 | $214k | 532.00 | 401.30 | |
| Fortinet (FTNT) | 0.0 | $213k | 2.7k | 79.41 | |
| Western Digital (WDC) | 0.0 | $213k | 1.2k | 172.27 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $213k | 1.4k | 148.67 | |
| Leidos Holdings (LDOS) | 0.0 | $212k | 1.2k | 180.40 | |
| Caterpillar (CAT) | 0.0 | $211k | 369.00 | 572.87 | |
| Icici Bank Adr (IBN) | 0.0 | $208k | 7.0k | 29.80 | |
| Genuine Parts Company (GPC) | 0.0 | $208k | 1.7k | 122.96 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $206k | 1.1k | 194.43 | |
| Illumina (ILMN) | 0.0 | $205k | 1.6k | 131.16 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $203k | 6.2k | 32.62 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $203k | 699.00 | 290.22 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $202k | 414.00 | 487.25 | |
| BorgWarner (BWA) | 0.0 | $200k | 4.4k | 45.06 | |
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $198k | 10k | 19.33 | |
| Adt (ADT) | 0.0 | $182k | 23k | 8.07 | |
| Vale S A Sponsored Ads (VALE) | 0.0 | $169k | 13k | 13.03 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $155k | 21k | 7.32 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $154k | 29k | 5.30 | |
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $105k | 32k | 3.33 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $43k | 17k | 2.47 |
