RIVERSEDGE ADVISORS, LLC
Filing Date
Global Rank
#4,399
/ 8,517
▲ 645
Top Industry
Consumer Electronics
26.3%
3Y Alpha vs SPY
+19.4%
Period ended 46 days ago
Filed Jul 16, 2026 · 30d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+176.3%
SPY
+75.3%
Annualised alpha
+19.7%
Max drawdown
−21.7%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
264 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
24.7%
+9.2 pts
Top 5
37.0%
−5.9 pts
Top 10
44.9%
−10.2 pts
HHI
682
Diversified+165
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.3% | $92,929,800 |
| Financial Services | 11.7% | $24,059,578 |
| Consumer Cyclical | 7.9% | $16,228,981 |
| Healthcare | 7.7% | $15,860,078 |
| Industrials | 7.3% | $14,889,523 |
| Unclassified | 5.6% | $11,492,439 |
| Communication Services | 4.2% | $8,717,204 |
| Energy | 3.8% | $7,696,616 |
| Consumer Defensive | 3.1% | $6,401,784 |
| Basic Materials | 1.3% | $2,676,667 |
| Real Estate | 1.0% | $2,127,685 |
| Utilities | 1.0% | $2,032,530 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | +175,819 | 218,175 | $7,263,045 | |
| AAPL | Apple Inc. | +82,636 | 175,166 | $50,686,033 | |
| PCG | PG&E Corp | +17,077 | 44,769 | $753,014 | |
| SAN | Banco Santander, S.A. | +13,815 | 43,102 | $594,807 | |
| LYG | Lloyds Banking Group plc | +9,964 | 39,409 | $229,754 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | +6,388 | 26,910 | $535,239 | |
| NVDA | Nvidia Corp | +5,773 | 41,423 | $8,288,328 | |
| KMI | Kinder Morgan, Inc. | +5,652 | 11,891 | $380,155 | |
| MFG | Mizuho Financial Group Inc | +4,862 | 26,146 | $250,478 | |
| SMFG | Sumitomo Mitsui Financial Group, Inc. | +4,447 | 14,936 | $352,190 | |
| SONY | Sony Group Corp | +4,434 | 14,759 | $296,065 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | +3,506 | 14,984 | $375,499 | |
| CNC | Centene Corp | +3,382 | 11,696 | $750,766 | |
| FCX | Freeport-Mcmoran Inc | +3,317 | 7,264 | $456,832 | |
| MSFT | Microsoft Corp | +2,910 | 12,697 | $4,736,234 | |
| AMZN | Amazon Com Inc | +2,838 | 19,545 | $4,658,355 | |
| HAL | Halliburton Co | +2,722 | 11,528 | $391,375 | |
| BMY | Bristol Myers Squibb Co | +2,588 | 19,575 | $1,127,911 | |
| BAC | Bank Of America Corp /De/ | +2,301 | 12,527 | $713,788 | |
| CVX | Chevron Corp | +2,110 | 7,445 | $1,234,083 | |
| ABT | Abbott Laboratories | +1,846 | 6,299 | $571,571 | |
| COF | Capital One Financial Corp | +1,832 | 3,561 | $714,407 | |
| ABNB | Airbnb, Inc. | +1,667 | 4,716 | $674,859 | |
| EIX | Edison International | +1,643 | 8,431 | $627,687 | |
| KLAC | Kla Corp | +1,597 | 1,756 | $529,802 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BTC | Grayscale Bitcoin Mini Trust ETF | −228,399 | 141,650 | $3,675,817 | |
| GOOGL | Alphabet Inc. | −8,725 | 13,609 | $4,863,448 | |
| T | At&T Inc. | −3,470 | 11,828 | $244,839 | |
| INTC | Intel Corp | −2,795 | 7,149 | $998,214 | |
| BBD | Bank Bradesco | −2,603 | 29,704 | $103,072 | |
| NFLX | Netflix Inc | −2,102 | 3,359 | $239,832 | |
| VALE | Vale S.A. | −697 | 12,800 | $192,512 | |
| BABA | Alibaba Group Holding Ltd | −601 | 3,773 | $362,132 | |
| FOXA | Fox Corp | −581 | 3,982 | $207,701 | |
| PG | PROCTER & GAMBLE Co | −544 | 2,294 | $336,392 | |
| AZN | Astrazeneca PLC | −483 | 2,280 | $432,333 | |
| WMT | Walmart Inc. | −444 | 6,455 | $731,093 | |
| DHR | Danaher Corp /De/ | −426 | 1,350 | $257,148 | |
| HIG | Hartford Insurance Group, Inc. | −334 | 2,319 | $307,313 | |
| PHM | Pultegroup Inc/Mi/ | −321 | 2,658 | $364,704 | |
| HCA | HCA Healthcare, Inc. | −308 | 653 | $254,598 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −251 | 4,611 | $2,202,075 | |
| PLTR | Palantir Technologies Inc. | −221 | 22,301 | $2,601,857 | |
| SNDK | Sandisk Corp | −202 | 341 | $775,341 | |
| ANET | Arista Networks, Inc. | −178 | 1,736 | $294,911 | |
| GD | General Dynamics Corp | −148 | 979 | $346,800 | |
| EXPE | Expedia Group, Inc. | −147 | 2,334 | $597,223 | |
| ORLY | O Reilly Automotive Inc | −69 | 2,978 | $274,244 | |
| VZ | Verizon Communications Inc | −65 | 8,431 | $356,968 | |
| SPY | Spdr S&P 500 ETF Trust | −41 | 465 | $347,248 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SNOW | Snowflake Inc. | 2,341 | $595,784 | |
| STX | Seagate Technology Holdings plc | 614 | $592,510 | |
| WCN | Waste Connections, Inc. | 3,337 | $556,244 | |
| CRS | Carpenter Technology Corp | 891 | $549,604 | |
| AMAT | Applied Materials Inc /De | 723 | $522,729 | |
| GIS | General Mills Inc | 14,653 | $509,924 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | 993 | $493,252 | |
| VIK | Viking Holdings Ltd | 4,671 | $488,913 | |
| AON | Aon plc | 1,390 | $461,049 | |
| PNC | Pnc Financial Services Group, Inc. | 1,872 | $460,923 | |
| ES | Eversource Energy | 6,081 | $439,473 | |
| WFC | Wells Fargo & Company/Mn | 5,219 | $431,298 | |
| PANW | Palo Alto Networks Inc | 1,254 | $427,639 | |
| EOG | Eog Resources Inc | 3,275 | $424,865 | |
| BA | Boeing Co | 1,928 | $417,354 | |
| TXRH | Texas Roadhouse, Inc. | 2,041 | $394,382 | |
| MOH | Molina Healthcare, Inc. | 1,700 | $388,790 | |
| MAA | Mid America Apartment Communities Inc. | 2,754 | $382,640 | |
| TMUS | T-Mobile US, Inc. | 2,260 | $379,069 | |
| EVR | Evercore Inc. | 1,082 | $369,438 | |
| MS | Morgan Stanley | 1,682 | $351,605 | |
| JCI | Johnson Controls International plc | 2,406 | $351,540 | |
| DKNG | DraftKings Inc. | 13,503 | $341,085 | |
| TTWO | Take Two Interactive Software Inc | 1,362 | $340,472 | |
| RBRK | Rubrik, Inc. | 4,159 | $333,884 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 272,425 | $17,456,994 | |
| BNDX | Vanguard Total International Bond ETF | 134,062 | $6,441,679 | |
| VXUS | Vanguard Total International Stock ETF | 9,816 | $756,911 | |
| VIG | Vanguard Dividend Appreciation ETF | 1,498 | $322,159 | |
| INTU | Intuit Inc. | 590 | $255,104 | |
| CRM | Salesforce, Inc. | 1,325 | $247,337 | |
| OMC | Omnicom Group Inc. | 3,242 | $244,155 | |
| BP | Bp PLC | 4,722 | $221,934 | |
| SHOP | Shopify Inc. | 1,857 | $220,277 | |
| SLB | Slb Limited/Nv | 4,141 | $212,805 | |
| NOW | ServiceNow, Inc. | 1,982 | $207,218 | |
| UBER | Uber Technologies, Inc | 2,849 | $204,928 | |
| SAP | Sap SE | 1,190 | $203,739 | |
| GILD | Gilead Sciences, Inc. | 1,449 | $201,947 | |
| ADT | ADT Inc. | 14,159 | $93,024 | |
| No positions match the current search. | ||||
264 tracked positions ·
$205,112,885 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 264 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
PUT
+ SHARES
Technology
|
Added | 175,166 | $50,686,033 | 24.71% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 41,423 | $8,288,328 | 4.04% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 218,175 | $7,263,045 | 3.54% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 13,609 | $4,863,448 | 2.37% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 12,697 | $4,736,234 | 2.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 19,545 | $4,658,355 | 2.27% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
Reduced | 141,650 | $3,675,817 | 1.79% | |
| MU |
Micron Technology Inc
Technology
|
Added | 2,399 | $2,769,141 | 1.35% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 22,301 | $2,601,857 | 1.27% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,847 | $2,586,454 | 1.26% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 5,336 | $2,244,321 | 1.09% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 4,611 | $2,202,075 | 1.07% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 3,469 | $1,735,852 | 0.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,921 | $1,610,790 | 0.79% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,838 | $1,598,617 | 0.78% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 6,231 | $1,582,487 | 0.77% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,159 | $1,390,139 | 0.68% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,474 | $1,378,882 | 0.67% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 3,071 | $1,330,756 | 0.65% | |
| ASML |
Asml Holding NV
Technology
|
Added | 651 | $1,295,125 | 0.63% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Added | 2,760 | $1,250,059 | 0.61% | |
| CVX |
Chevron Corp
Energy
|
Added | 7,445 | $1,234,083 | 0.60% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 4,666 | $1,174,152 | 0.57% | |
| WDC |
Western Digital Corp
Technology
|
Added | 1,807 | $1,154,167 | 0.56% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 19,575 | $1,127,911 | 0.55% | |
| INTC |
Intel Corp
Technology
|
Reduced | 7,149 | $998,214 | 0.49% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 2,815 | $992,794 | 0.48% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,872 | $985,354 | 0.48% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 6,833 | $934,207 | 0.46% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
Added | 463 | $917,642 | 0.45% | |
| C |
Citigroup Inc
Financial Services
|
Added | 6,332 | $886,226 | 0.43% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 6,880 | $884,080 | 0.43% | |
| GE |
General Electric Co
Industrials
|
Added | 2,357 | $880,881 | 0.43% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,444 | $838,834 | 0.41% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 2,360 | $804,146 | 0.39% | |
| SNDK |
Sandisk Corp
Technology
|
Reduced | 341 | $775,341 | 0.38% | |
| PCG |
PG&E Corp
Utilities
|
Added | 44,769 | $753,014 | 0.37% | |
| CNC |
Centene Corp
Healthcare
|
Added | 11,696 | $750,766 | 0.37% | |
| HSBC |
Hsbc Holdings PLC
Financial Services
|
Added | 7,868 | $748,168 | 0.36% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 6,455 | $731,093 | 0.36% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,746 | $725,689 | 0.35% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 3,561 | $714,407 | 0.35% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 12,527 | $713,788 | 0.35% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 592 | $695,517 | 0.34% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 4,502 | $682,053 | 0.33% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Added | 4,716 | $674,859 | 0.33% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Added | 1,974 | $651,656 | 0.32% | |
| UAL |
United Airlines Holdings, Inc.
Industrials
|
Added | 4,758 | $647,040 | 0.32% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 2,328 | $629,281 | 0.31% | |
| EIX |
Edison International
Utilities
|
Added | 8,431 | $627,687 | 0.31% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.