RIVERSEDGE ADVISORS, LLC
Filing Date
Global Rank
#4,892
/ 8,232
▲ 244
Top Industry
Consumer Electronics
21.4%
3Y Alpha vs SPY
-4.9%
Period ended 2 months ago
Filed Apr 16, 2026 · 59d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+55.6%
SPY
+76.3%
Annualised alpha
-4.9%
Max drawdown
−24.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
166 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.9%
−1.4 pts
Top 5
38.8%
−0.5 pts
Top 10
48.6%
−2.7 pts
HHI
526
Diversified−32
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.9% | $48,253,560 |
| Unclassified | 10.7% | $13,303,280 |
| Financial Services | 10.5% | $12,992,781 |
| Consumer Cyclical | 8.7% | $10,773,334 |
| Healthcare | 8.3% | $10,301,452 |
| Communication Services | 5.8% | $7,224,059 |
| Industrials | 5.7% | $7,023,794 |
| Energy | 5.4% | $6,734,947 |
| Consumer Defensive | 3.2% | $3,923,682 |
| Basic Materials | 1.5% | $1,899,750 |
| Utilities | 1.0% | $1,226,519 |
| Real Estate | 0.4% | $487,567 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BTC | Grayscale Bitcoin Mini Trust ETF | +173,469 | 370,049 | $11,097,769 | |
| PCG | PG&E Corp | +5,567 | 27,692 | $486,548 | |
| ABEV | Ambev S.A. | +4,684 | 21,937 | $64,056 | |
| AMZN | Amazon Com Inc | +3,665 | 16,707 | $3,479,566 | |
| T | At&T Inc. | +1,645 | 15,298 | $443,489 | |
| DAL | Delta Air Lines, Inc. | +1,557 | 5,629 | $374,215 | |
| XOM | Exxon Mobil Corp | +1,412 | 6,419 | $1,089,047 | |
| BMY | Bristol Myers Squibb Co | +1,381 | 16,987 | $1,030,261 | |
| TSLA | Tesla, Inc. | +1,234 | 4,860 | $1,806,705 | |
| CVX | Chevron Corp | +1,136 | 5,335 | $1,103,811 | |
| NFLX | Netflix Inc | +1,006 | 5,461 | $525,075 | |
| NVDA | Nvidia Corp | +937 | 35,650 | $6,217,360 | |
| HAL | Halliburton Co | +813 | 8,806 | $343,345 | |
| FTNT | Fortinet, Inc. | +791 | 3,478 | $284,222 | |
| ORCL | Oracle Corp | +785 | 2,363 | $347,620 | |
| PHM | Pultegroup Inc/Mi/ | +780 | 2,979 | $350,360 | |
| BBD | Bank Bradesco | +778 | 32,307 | $117,920 | |
| ABT | Abbott Laboratories | +737 | 4,453 | $457,189 | |
| DHR | Danaher Corp /De/ | +687 | 1,776 | $336,729 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | +646 | 20,522 | $348,258 | |
| WMT | Walmart Inc. | +616 | 6,899 | $857,407 | |
| ABNB | Airbnb, Inc. | +610 | 3,049 | $385,027 | |
| AVGO | Broadcom Inc. | +607 | 6,266 | $1,939,389 | |
| BHP | BHP Group Ltd | +576 | 4,347 | $316,200 | |
| VALE | Vale S.A. | +559 | 13,497 | $214,737 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ADT | ADT Inc. | −8,390 | 14,159 | $93,024 | |
| BAC | Bank Of America Corp /De/ | −2,628 | 10,226 | $498,517 | |
| PEP | Pepsico Inc | −2,069 | 1,727 | $268,185 | |
| CNC | Centene Corp | −1,958 | 8,314 | $272,200 | |
| INTC | Intel Corp | −1,890 | 9,944 | $438,828 | |
| SONY | Sony Group Corp | −1,771 | 10,325 | $213,727 | |
| AAPL | Apple Inc. | −1,760 | 92,530 | $23,483,188 | |
| ZM | Zoom Communications, Inc. | −1,396 | 2,685 | $215,847 | |
| COF | Capital One Financial Corp | −1,376 | 1,729 | $315,421 | |
| MSFT | Microsoft Corp | −1,159 | 9,787 | $3,622,853 | |
| SYF | Synchrony Financial | −834 | 4,790 | $325,815 | |
| NOW | ServiceNow, Inc. | −664 | 1,982 | $207,218 | |
| ANET | Arista Networks, Inc. | −621 | 1,914 | $235,000 | |
| IBIT | iShares Bitcoin Trust ETF | −595 | 42,356 | $1,627,317 | |
| SNDK | Sandisk Corp | −475 | 543 | $344,989 | |
| JPM | Jpmorgan Chase & Co | −446 | 3,337 | $981,611 | |
| BX | Blackstone Inc. | −384 | 1,903 | $218,825 | |
| BRK-B | Berkshire Hathaway Inc | −349 | 2,762 | $1,323,550 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | −256 | 11,478 | $248,613 | |
| MAR | Marriott International Inc /Md/ | −230 | 919 | $300,577 | |
| MA | Mastercard Inc | −229 | 514 | $256,825 | |
| HD | Home Depot, Inc. | −156 | 1,263 | $415,388 | |
| SAN | Banco Santander, S.A. | −139 | 29,287 | $330,357 | |
| MEDP | Medpace Holdings, Inc. | −131 | 427 | $205,041 | |
| ABBV | AbbVie Inc. | −128 | 4,601 | $1,000,671 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 2,763 | $544,918 | |
| VZ | Verizon Communications Inc | 8,496 | $426,499 | |
| PG | PROCTER & GAMBLE Co | 2,838 | $409,920 | |
| CIEN | Ciena Corp | 824 | $319,901 | |
| MRSH | Marsh & Mclennan Companies, Inc. | 1,698 | $294,518 | |
| LIN | Linde PLC | 578 | $286,549 | |
| CI | Cigna Group | 987 | $263,282 | |
| EME | EMCOR Group, Inc. | 346 | $255,455 | |
| CRM | Salesforce, Inc. | 1,325 | $247,337 | |
| OMC | Omnicom Group Inc. | 3,242 | $244,155 | |
| KLAC | Kla Corp | 159 | $234,113 | |
| FCX | Freeport-Mcmoran Inc | 3,947 | $232,004 | |
| PNFP | Pinnacle Financial Partners, Inc. | 2,680 | $230,855 | |
| ENB | Enbridge Inc | 4,202 | $227,496 | |
| EQIX | Equinix Inc | 230 | $225,455 | |
| MPC | Marathon Petroleum Corp | 913 | $222,936 | |
| BP | Bp PLC | 4,722 | $221,934 | |
| RIO | Rio Tinto PLC | 2,369 | $221,004 | |
| SLB | Slb Limited/Nv | 4,141 | $212,805 | |
| AMD | Advanced Micro Devices Inc | 1,035 | $210,550 | |
| KMI | Kinder Morgan, Inc. | 6,239 | $209,193 | |
| RTX | RTX Corp | 1,082 | $208,717 | |
| HON | Honeywell International Inc | 914 | $206,591 | |
| ROST | Ross Stores, Inc. | 953 | $206,448 | |
| TER | Teradyne, Inc | 696 | $206,336 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GDLC | Grayscale CoinDesk Crypto 5 ETF | 112,313 | $4,641,110 | |
| TEAM | Atlassian Corp | 2,115 | $342,926 | |
| DHI | Horton D R Inc /De/ | 2,342 | $337,318 | |
| ACN | Accenture plc | 1,225 | $328,667 | |
| SNOW | Snowflake Inc. | 1,405 | $308,200 | |
| PANW | Palo Alto Networks Inc | 1,667 | $307,061 | |
| CRWD | CrowdStrike Holdings, Inc. | 629 | $294,850 | |
| OTIS | Otis Worldwide Corp | 3,120 | $272,532 | |
| QCOM | Qualcomm Inc/De | 1,519 | $259,824 | |
| ADP | Automatic Data Processing Inc | 1,006 | $258,773 | |
| HDB | Hdfc Bank Ltd | 7,072 | $258,410 | |
| UL | Unilever PLC | 3,925 | $256,695 | |
| CMG | Chipotle Mexican Grill Inc | 6,929 | $256,373 | |
| LYFT | Lyft, Inc. | 13,145 | $254,618 | |
| WFC | Wells Fargo & Company/Mn | 2,685 | $250,242 | |
| SCHW | Schwab Charles Corp | 2,436 | $243,380 | |
| BITB | Bitwise Bitcoin ETF | 4,860 | $231,141 | |
| UBS | UBS Group AG | 4,955 | $229,466 | |
| IT | Gartner Inc | 883 | $222,763 | |
| AXP | American Express Co | 596 | $220,490 | |
| BBY | Best Buy Co Inc | 3,273 | $219,061 | |
| ROP | Roper Technologies Inc | 492 | $219,003 | |
| HUBS | Hubspot Inc | 532 | $213,491 | |
| LDOS | Leidos Holdings, Inc. | 1,174 | $211,789 | |
| IBN | Icici Bank Ltd | 6,993 | $208,391 | |
| No positions match the current search. | ||||
166 positions ·
$124,144,725 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 166 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 92,530 | $23,483,188 | 18.92% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
Added | 370,049 | $11,097,769 | 8.94% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 35,650 | $6,217,360 | 5.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 13,058 | $3,754,958 | 3.02% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 9,787 | $3,622,853 | 2.92% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 16,707 | $3,479,566 | 2.80% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 22,522 | $3,294,518 | 2.65% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,266 | $1,939,389 | 1.56% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,860 | $1,806,705 | 1.46% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 4,862 | $1,643,112 | 1.32% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Reduced | 42,356 | $1,627,317 | 1.31% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 6,006 | $1,468,106 | 1.18% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,358 | $1,353,151 | 1.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,331 | $1,333,635 | 1.07% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,762 | $1,323,550 | 1.07% | |
| CVX |
Chevron Corp
Energy
|
Added | 5,335 | $1,103,811 | 0.89% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 6,419 | $1,089,047 | 0.88% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Added | 2,367 | $1,032,603 | 0.83% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 16,987 | $1,030,261 | 0.83% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 4,601 | $1,000,671 | 0.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 3,337 | $981,611 | 0.79% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 6,899 | $857,407 | 0.69% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 6,525 | $784,892 | 0.63% | |
| MU |
Micron Technology Inc
Technology
|
Added | 2,303 | $778,045 | 0.63% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 823 | $756,970 | 0.61% | |
| ASML |
Asml Holding NV
Technology
|
Added | 565 | $746,268 | 0.60% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 2,290 | $711,709 | 0.57% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,178 | $658,278 | 0.53% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 5,781 | $655,623 | 0.53% | |
| DVN |
Devon Energy Corp/De
Energy
|
Added | 11,972 | $602,431 | 0.49% | |
| HSBC |
Hsbc Holdings PLC
Financial Services
|
Added | 7,226 | $596,072 | 0.48% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 2,752 | $587,992 | 0.47% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
Added | 2,481 | $572,838 | 0.46% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Added | 4,374 | $548,762 | 0.44% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 2,763 | $544,918 | 0.44% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 1,670 | $544,303 | 0.44% | |
| LECO |
Lincoln Electric Holdings Inc
Industrials
|
Added | 2,144 | $534,027 | 0.43% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 3,318 | $529,884 | 0.43% | |
| NVS |
Novartis AG
Healthcare
|
Added | 3,458 | $528,209 | 0.43% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 5,461 | $525,075 | 0.42% | |
| GE |
General Electric Co
Industrials
|
Added | 1,841 | $522,420 | 0.42% | |
| FDX |
Fedex Corp
Industrials
|
Added | 1,456 | $518,598 | 0.42% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
Added | 370 | $510,226 | 0.41% | |
| TPL |
Texas Pacific Land Corp
Energy
|
Held | 1,067 | $506,355 | 0.41% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 10,226 | $498,517 | 0.40% | |
| EIX |
Edison International
Utilities
|
Added | 6,788 | $496,745 | 0.40% | |
| PCG |
PG&E Corp
Utilities
|
Added | 27,692 | $486,548 | 0.39% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 780 | $471,424 | 0.38% | |
| FTI |
TechnipFMC plc
Energy
|
Added | 6,798 | $469,945 | 0.38% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 4,453 | $457,189 | 0.37% |