Riversedge Advisors as of March 31, 2026
Portfolio Holdings for Riversedge Advisors
Riversedge Advisors holds 216 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 11.9 | $74M | 375k | 196.20 | |
| Ishares Tr Core Msci Intl (IDEV) | 8.5 | $53M | 629k | 83.57 | |
| Vanguard Index Fds Large Cap Etf (VV) | 7.1 | $44M | 148k | 298.85 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 6.6 | $41M | 555k | 73.64 | |
| Spdr Series Trust State Street Spd (SPYG) | 5.2 | $32M | 330k | 97.91 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.4 | $27M | 1.1M | 24.75 | |
| Spdr Series Trust State Street Spd (SPYV) | 4.2 | $26M | 458k | 56.58 | |
| Apple (AAPL) | 3.8 | $24M | 93k | 253.79 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.3 | $21M | 382k | 54.05 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.8 | $18M | 272k | 64.08 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.7 | $17M | 330k | 49.89 | |
| Ishares Tr Core Msci Eafe (IEFA) | 2.5 | $16M | 171k | 90.53 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.2 | $13M | 31k | 436.79 | |
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 1.9 | $12M | 221k | 53.77 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 1.8 | $11M | 370k | 29.99 | |
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 1.7 | $10M | 100k | 101.74 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $8.3M | 67k | 124.31 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $8.3M | 43k | 191.92 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.1 | $6.7M | 83k | 80.58 | |
| Vaneck Etf Trust Real Assets Etf (RAAX) | 1.1 | $6.5M | 160k | 40.71 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.0 | $6.4M | 134k | 48.05 | |
| Fidelity Covington Trust Enhanced Small (FESM) | 1.0 | $6.4M | 169k | 38.00 | |
| NVIDIA Corporation (NVDA) | 1.0 | $6.2M | 36k | 174.40 | |
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 1.0 | $6.0M | 150k | 39.68 | |
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.8 | $5.1M | 22k | 229.04 | |
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.8 | $5.0M | 106k | 46.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $3.8M | 13k | 287.56 | |
| Microsoft Corporation (MSFT) | 0.6 | $3.6M | 9.8k | 370.17 | |
| Amazon (AMZN) | 0.6 | $3.5M | 17k | 208.27 | |
| Palantir Technologies Cl A (PLTR) | 0.5 | $3.3M | 23k | 146.28 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $3.2M | 11k | 302.24 | |
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.5 | $2.9M | 60k | 47.82 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.7M | 9.3k | 286.87 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $2.4M | 80k | 30.50 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.1M | 3.3k | 653.14 | |
| Broadcom (AVGO) | 0.3 | $1.9M | 6.3k | 309.52 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $1.9M | 8.7k | 217.24 | |
| Ishares Tr Broad Usd High (USHY) | 0.3 | $1.8M | 49k | 36.84 | |
| Tesla Motors (TSLA) | 0.3 | $1.8M | 4.9k | 371.75 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $1.6M | 4.9k | 337.95 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $1.6M | 42k | 38.42 | |
| Johnson & Johnson (JNJ) | 0.2 | $1.5M | 6.0k | 244.42 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.5M | 13k | 113.11 | |
| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.4M | 13k | 106.15 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.4M | 2.0k | 697.60 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.4M | 1.4k | 996.65 | |
| Meta Platforms Cl A (META) | 0.2 | $1.3M | 2.3k | 572.13 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.3M | 2.8k | 479.20 | |
| Putnam Etf Trust Franklin Muni Hi (FTMH) | 0.2 | $1.3M | 114k | 11.53 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $1.1M | 3.6k | 313.82 | |
| Chevron Corporation (CVX) | 0.2 | $1.1M | 5.3k | 206.89 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | 6.4k | 169.67 | |
| Franklin Templeton Etf Tr High Yield Corp (FLHY) | 0.2 | $1.1M | 44k | 24.14 | |
| Moody's Corporation (MCO) | 0.2 | $1.0M | 2.4k | 436.25 | |
| Bristol Myers Squibb (BMY) | 0.2 | $1.0M | 17k | 60.65 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.0M | 3.2k | 320.83 | |
| Abbvie (ABBV) | 0.2 | $1.0M | 4.6k | 217.51 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $982k | 3.3k | 294.13 | |
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.2 | $971k | 7.8k | 124.46 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $859k | 17k | 49.37 | |
| Wal-Mart Stores (WMT) | 0.1 | $857k | 6.9k | 124.29 | |
| Spdr Series Trust State Street Spd (HYMB) | 0.1 | $845k | 34k | 24.80 | |
| Merck & Co (MRK) | 0.1 | $785k | 6.5k | 120.29 | |
| Micron Technology (MU) | 0.1 | $778k | 2.3k | 337.84 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $770k | 1.3k | 597.68 | |
| Eli Lilly & Co. (LLY) | 0.1 | $757k | 823.00 | 919.77 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $757k | 9.8k | 77.11 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $746k | 565.00 | 1320.83 | |
| McDonald's Corporation (MCD) | 0.1 | $712k | 2.3k | 310.76 | |
| Spdr Series Trust State Street Spd (LGLV) | 0.1 | $692k | 3.9k | 178.12 | |
| Visa Com Cl A (V) | 0.1 | $658k | 2.2k | 302.22 | |
| Citigroup Com New (C) | 0.1 | $656k | 5.8k | 113.41 | |
| Devon Energy Corporation (DVN) | 0.1 | $603k | 12k | 50.32 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $596k | 7.2k | 82.49 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $588k | 2.8k | 213.66 | |
| Expedia Group Com New (EXPE) | 0.1 | $573k | 2.5k | 230.89 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $549k | 4.4k | 125.46 | |
| Astrazeneca Ord (AZN) | 0.1 | $545k | 2.8k | 197.22 | |
| Chubb (CB) | 0.1 | $544k | 1.7k | 325.93 | |
| Lincoln Electric Holdings (LECO) | 0.1 | $534k | 2.1k | 249.08 | |
| TJX Companies (TJX) | 0.1 | $530k | 3.3k | 159.71 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $528k | 3.5k | 152.75 | |
| Netflix (NFLX) | 0.1 | $525k | 5.5k | 96.15 | |
| Ge Aerospace Com New (GE) | 0.1 | $523k | 1.8k | 283.79 | |
| FedEx Corporation (FDX) | 0.1 | $519k | 1.5k | 356.25 | |
| Comfort Systems USA (FIX) | 0.1 | $510k | 370.00 | 1378.99 | |
| Texas Pacific Land Corp (TPL) | 0.1 | $506k | 1.1k | 474.44 | |
| Bank of America Corporation (BAC) | 0.1 | $499k | 10k | 48.75 | |
| Edison International (EIX) | 0.1 | $497k | 6.8k | 73.18 | |
| PG&E Corporation (PCG) | 0.1 | $487k | 28k | 17.57 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $471k | 780.00 | 604.21 | |
| Technipfmc (FTI) | 0.1 | $470k | 6.8k | 69.13 | |
| Spdr Series Trust State Street Spd (SHM) | 0.1 | $464k | 9.7k | 47.83 | |
| Abbott Laboratories (ABT) | 0.1 | $457k | 4.5k | 102.66 | |
| Hca Holdings (HCA) | 0.1 | $455k | 961.00 | 473.24 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $454k | 985.00 | 460.99 | |
| Shell Spon Ads (SHEL) | 0.1 | $454k | 4.9k | 93.00 | |
| Travelers Companies (TRV) | 0.1 | $451k | 1.5k | 291.63 | |
| Ge Vernova (GEV) | 0.1 | $445k | 510.00 | 872.90 | |
| At&t (T) | 0.1 | $444k | 15k | 28.99 | |
| Intel Corporation (INTC) | 0.1 | $439k | 9.9k | 44.13 | |
| Rbc Cad (RY) | 0.1 | $430k | 2.7k | 161.78 | |
| Verizon Communications (VZ) | 0.1 | $427k | 8.5k | 50.20 | |
| Newmont Mining Corporation (NEM) | 0.1 | $426k | 3.9k | 108.25 | |
| Mueller Industries (MLI) | 0.1 | $424k | 3.8k | 110.80 | |
| Home Depot (HD) | 0.1 | $415k | 1.3k | 328.90 | |
| Procter & Gamble Company (PG) | 0.1 | $410k | 2.8k | 144.45 | |
| Phillips 66 (PSX) | 0.1 | $404k | 2.2k | 182.17 | |
| Goldman Sachs (GS) | 0.1 | $399k | 472.00 | 845.36 | |
| Amphenol Corp Cl A (APH) | 0.1 | $392k | 3.1k | 126.35 | |
| General Dynamics Corporation (GD) | 0.1 | $387k | 1.1k | 343.23 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $385k | 3.0k | 126.28 | |
| Ametek (AME) | 0.1 | $380k | 1.8k | 214.30 | |
| Booking Holdings (BKNG) | 0.1 | $379k | 90.00 | 4210.32 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $376k | 3.5k | 106.50 | |
| Delta Air Lines Com New (DAL) | 0.1 | $374k | 5.6k | 66.48 | |
| Philip Morris International (PM) | 0.1 | $372k | 2.2k | 165.32 | |
| Hartford Financial Services (HIG) | 0.1 | $359k | 2.7k | 135.23 | |
| Coca-Cola Company (KO) | 0.1 | $357k | 4.7k | 76.04 | |
| Eaton Corp SHS (ETN) | 0.1 | $354k | 990.00 | 357.67 | |
| Pulte (PHM) | 0.1 | $350k | 3.0k | 117.61 | |
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $348k | 21k | 16.97 | |
| Oracle Corporation (ORCL) | 0.1 | $348k | 2.4k | 147.12 | |
| Valero Energy Corporation (VLO) | 0.1 | $347k | 1.4k | 247.08 | |
| Northern Trust Corporation (NTRS) | 0.1 | $347k | 2.5k | 139.57 | |
| Sandisk Corp (SNDK) | 0.1 | $345k | 543.00 | 635.34 | |
| Halliburton Company (HAL) | 0.1 | $343k | 8.8k | 38.99 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $338k | 4.8k | 69.75 | |
| Danaher Corporation (DHR) | 0.1 | $337k | 1.8k | 189.64 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $336k | 3.6k | 93.31 | |
| Us Bancorp Com New (USB) | 0.1 | $334k | 6.4k | 52.01 | |
| Western Digital (WDC) | 0.1 | $334k | 1.2k | 270.49 | |
| Banco Santander Sa Adr (SAN) | 0.1 | $330k | 29k | 11.28 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $329k | 506.00 | 650.09 | |
| Ubiquiti (UI) | 0.1 | $328k | 415.00 | 790.29 | |
| UnitedHealth (UNH) | 0.1 | $328k | 1.2k | 270.48 | |
| Synchrony Financial (SYF) | 0.1 | $326k | 4.8k | 68.02 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $322k | 1.5k | 215.03 | |
| ConocoPhillips (COP) | 0.1 | $321k | 2.4k | 132.00 | |
| Ciena Corp Com New (CIEN) | 0.1 | $320k | 824.00 | 388.23 | |
| Toyota Motor Corp Ads (TM) | 0.1 | $318k | 1.5k | 206.09 | |
| Blackrock (BLK) | 0.1 | $316k | 329.00 | 961.75 | |
| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $316k | 4.3k | 72.74 | |
| Hldgs (UAL) | 0.1 | $316k | 3.4k | 92.07 | |
| Capital One Financial (COF) | 0.1 | $315k | 1.7k | 182.43 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $314k | 2.6k | 118.63 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $313k | 3.2k | 97.14 | |
| Marriott Intl Cl A (MAR) | 0.0 | $301k | 919.00 | 327.14 | |
| Marsh & McLennan Companies (MRSH) | 0.0 | $295k | 1.7k | 173.45 | |
| Linde SHS (LIN) | 0.0 | $287k | 578.00 | 495.76 | |
| Huron Consulting (HURN) | 0.0 | $285k | 2.2k | 127.49 | |
| Fortinet (FTNT) | 0.0 | $284k | 3.5k | 81.72 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $284k | 8.6k | 32.95 | |
| O'reilly Automotive (ORLY) | 0.0 | $281k | 3.0k | 92.31 | |
| Biogen Idec (BIIB) | 0.0 | $280k | 1.5k | 183.33 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $277k | 359.00 | 772.64 | |
| Centene Corporation (CNC) | 0.0 | $272k | 8.3k | 32.74 | |
| Caterpillar (CAT) | 0.0 | $269k | 380.00 | 708.46 | |
| Pepsi (PEP) | 0.0 | $268k | 1.7k | 155.32 | |
| Fox Corp Cl A Com (FOXA) | 0.0 | $267k | 4.6k | 58.40 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $265k | 1.1k | 243.08 | |
| Cigna Corp (CI) | 0.0 | $263k | 987.00 | 266.75 | |
| Prologis (PLD) | 0.0 | $262k | 2.0k | 132.18 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $257k | 514.00 | 500.04 | |
| Emcor (EME) | 0.0 | $256k | 346.00 | 738.77 | |
| Intuit (INTU) | 0.0 | $255k | 590.00 | 432.50 | |
| Natera (NTRA) | 0.0 | $250k | 1.3k | 199.99 | |
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.0 | $249k | 1.1k | 218.72 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $249k | 12k | 21.66 | |
| salesforce (CRM) | 0.0 | $247k | 1.3k | 186.67 | |
| General Motors Company (GM) | 0.0 | $247k | 3.3k | 74.50 | |
| Cummins (CMI) | 0.0 | $245k | 456.00 | 538.02 | |
| Omni (OMC) | 0.0 | $244k | 3.2k | 75.31 | |
| Constellation Energy (CEG) | 0.0 | $243k | 871.00 | 279.11 | |
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $243k | 4.1k | 58.47 | |
| BorgWarner (BWA) | 0.0 | $241k | 4.4k | 54.26 | |
| Arista Networks Com Shs (ANET) | 0.0 | $235k | 1.9k | 122.78 | |
| Kla Corp Com New (KLAC) | 0.0 | $234k | 159.00 | 1472.41 | |
| International Business Machines (IBM) | 0.0 | $233k | 960.00 | 242.51 | |
| Freeport Mcmoran CL B (FCX) | 0.0 | $232k | 3.9k | 58.78 | |
| Pinnacle Finl Partners (PNFP) | 0.0 | $231k | 2.7k | 86.14 | |
| Walt Disney Company (DIS) | 0.0 | $230k | 2.4k | 96.38 | |
| Enbridge (ENB) | 0.0 | $228k | 4.2k | 54.14 | |
| Equinix (EQIX) | 0.0 | $226k | 230.00 | 980.24 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $224k | 1.1k | 212.00 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $223k | 913.00 | 244.18 | |
| BP Sponsored Adr (BP) | 0.0 | $222k | 4.7k | 47.00 | |
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $221k | 2.4k | 93.29 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $220k | 1.9k | 118.62 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $219k | 1.9k | 114.97 | |
| Zoom Communications Cl A (ZM) | 0.0 | $216k | 2.7k | 80.39 | |
| Vale S A Sponsored Ads (VALE) | 0.0 | $215k | 14k | 15.91 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $214k | 10k | 20.70 | |
| SLB Com Stk (SLB) | 0.0 | $213k | 4.1k | 51.39 | |
| Advanced Micro Devices (AMD) | 0.0 | $211k | 1.0k | 203.43 | |
| Kinder Morgan (KMI) | 0.0 | $209k | 6.2k | 33.53 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $209k | 1.1k | 192.83 | |
| Servicenow (NOW) | 0.0 | $207k | 2.0k | 104.55 | |
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.0 | $207k | 11k | 19.75 | |
| Honeywell International (HON) | 0.0 | $207k | 914.00 | 226.13 | |
| Ross Stores (ROST) | 0.0 | $206k | 953.00 | 216.63 | |
| Teradyne (TER) | 0.0 | $206k | 696.00 | 296.46 | |
| Medpace Hldgs (MEDP) | 0.0 | $205k | 427.00 | 480.19 | |
| Uber Technologies (UBER) | 0.0 | $205k | 2.8k | 71.93 | |
| State Street Corporation (STT) | 0.0 | $205k | 1.6k | 126.56 | |
| Neurocrine Biosciences (NBIX) | 0.0 | $204k | 1.6k | 131.74 | |
| Sap Se Spon Adr (SAP) | 0.0 | $204k | 1.2k | 171.21 | |
| Steel Dynamics (STLD) | 0.0 | $203k | 1.1k | 180.00 | |
| GSK Sponsored Adr (GSK) | 0.0 | $203k | 3.7k | 55.19 | |
| Gilead Sciences (GILD) | 0.0 | $202k | 1.4k | 139.32 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $201k | 699.00 | 287.18 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $169k | 21k | 7.94 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $148k | 29k | 5.03 | |
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $118k | 32k | 3.65 | |
| Adt (ADT) | 0.0 | $93k | 14k | 6.57 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $64k | 22k | 2.92 |
