RIVERSEDGE ADVISORS, LLC

Registered adviser

CIK

1787663

Location

Wilmington, DE

Portfolio Value

Small $683,557,122

Diversification

Diversified

Filing Date

Global Rank

#2,879 / 8,807 ▲ 348 · as of Jun 2026

Top Industry

Consumer Electronics 24.3%

Period ended 20 days ago

Filed Oct 9, 2026 · 11d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 298390

Roster of Oct 1, 2026

Regulatory AUM

$928,361,820

Main clients

Individuals and high net worth (89% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$928,361,820	Individuals and high net worth (89%)
Feb 2025 to Feb 2026	$708,414,018	Individuals and high net worth (88%)
Mar 2024 to Jan 2025	$594,419,925	Individuals and high net worth (85%)
May 2023 to Feb 2024	$452,704,111	Individuals and high net worth (86%)
Apr 2023	$452,704,111	Individuals and high net worth (86%)
Apr 2022 to Mar 2023	$424,000,000	Individuals and high net worth (85%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 69.7% of the book (60%+)

Turnover

Low turnover

28.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 15.9 quarters (12+), a floor since 24.3% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 73.4%; sector active share 64.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

366 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.7%

+2.5 pts

Top 5

52.1%

−3.5 pts

Top 10

63.8%

−6.1 pts

HHI

828

Diversified−14

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	64.9%	$443,882,089	57
Technology	16.8%	$115,157,146	69
Financial Services	4.1%	$28,216,485	59
Healthcare	3.0%	$20,745,249	38
Consumer Cyclical	2.5%	$17,202,271	29
Industrials	2.4%	$16,677,676	37
Communication Services	2.0%	$13,810,120	11
Energy	1.6%	$11,054,037	20
Consumer Defensive	1.1%	$7,715,472	20
Basic Materials	0.6%	$4,399,644	11
Utilities	0.4%	$2,551,917	8
Real Estate	0.3%	$2,145,016	7

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+563,811	751,879	$67,751,816
IEMG	iShares Trust	+113,991	118,004	$0
JBND	JPMorgan Active Bond ETF	+67,256	290,625	$14,856,750
PFE	Pfizer Inc	+17,180	28,400	$809,968
RAAX	VanEck Real Assets ETF	+9,498	167,730	$6,680,685
T	At&T Inc.	+8,873	20,701	$505,104
IVLU	iShares MSCI Intl Value Factor ETF	+8,147	163,420	$0
JPIB	JPMorgan International Bond Opportunities ETF	+7,899	69,145	$3,229,071
FESM	Fidelity Enhanced Small Cap Core ETF	+7,867	167,464	$7,527,506
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+7,536	357,963	$16,953,127
OXY	Occidental Petroleum Corp /De/	+6,809	13,141	$726,960
BSX	Boston Scientific Corp	+6,237	13,733	$599,445
AR	ANTERO RESOURCES Corp	+6,077	12,787	$426,957
PG	PROCTER & GAMBLE Co	+5,293	7,587	$1,102,239
LYG	Lloyds Banking Group plc	+5,254	44,663	$251,452
IJR	iShares Core S&P Small-Cap ETF	+4,705	73,799	$0
MFG	Mizuho Financial Group Inc	+4,664	30,810	$340,450
SONY	Sony Group Corp	+4,143	18,902	$444,764
BCS	Barclays PLC	+3,923	15,899	$385,868
ORCL	Oracle Corp	+3,821	6,867	$942,839
USHY	iShares Broad USD High Yield Corporate Bond ETF	+3,771	52,086	$0
NVDA	Nvidia Corp	+3,468	44,891	$10,252,206
INTC	Intel Corp	+3,461	10,610	$1,275,640
MLI	Mueller Industries Inc	+3,278	7,720	$467,909
APH	Amphenol Corp /De/	+3,248	6,737	$567,929
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−156,112	235,719	$13,980,493
VV	VANGUARD LARGE-CAP INDEX FUND	−144,653	2,405	$846,199
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−57,027	510,243	$35,793,546
IDEV	iShares Core MSCI International Developed Markets ETF	−40,768	620,887	$0
PCG	PG&E Corp	−31,728	13,041	$159,752
SCHF	Schwab International Equity ETF	−11,378	1,078,985	$29,639,717
IBIT	iShares Bitcoin Trust ETF	−11,280	206,895	$9,794,409
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−5,232	318,078	$39,149,040
WMT	Walmart Inc.	−4,097	2,358	$245,043
MUB	iShares National Muni Bond ETF	−3,623	9,630	$0
TJX	Tjx Companies Inc /De/	−2,596	1,906	$252,182
VXUS	Vanguard Total International Stock ETF	−2,023	7,797	$662,433
AAPL	Apple Inc.	−1,853	151,913	$50,590,067
HAL	Halliburton Co	−1,642	9,886	$314,374
VIOV	VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND	−1,467	97,461	$10,720,710
CCL	Carnival Corp Ltd.	−1,245	8,195	$201,105
WAL	Western Alliance Bancorporation	−1,064	2,828	$212,382
ES	Eversource Energy	−1,036	5,045	$323,687
NNN	Nnn REIT, Inc.	−953	5,958	$244,814
ABEV	Ambev S.A.	−874	21,309	$62,222
VIK	Viking Holdings Ltd	−801	3,870	$303,137
BTC	Grayscale Bitcoin Mini Trust ETF	−718	140,932	$5,207,437
VTWG	VANGUARD RUSSELL 2000 GROWTH INDEX FUND	−619	21,164	$5,514,915
PNFP	Pinnacle Financial Partners, Inc.	−592	2,236	$209,311
MCD	Mcdonalds Corp	−563	1,765	$407,609
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BKGI	BNY Mellon Global Infrastructure Income ETF	144,641	$6,064,797
SPCX	Space Exploration Technologies Corp	11,712	$1,766,872
TXN	Texas Instruments Inc	2,165	$606,394
ATO	Atmos Energy Corp	3,509	$548,947
NXPI	NXP Semiconductors N.V.	2,099	$498,575
PEG	Public Service Enterprise Group Inc	7,333	$493,804
CGMU	Capital Group Municipal Income ETF	17,887	$463,988
ELV	Elevance Health, Inc.	1,125	$437,422
AIG	American International Group, Inc.	5,568	$414,370
HPQ	Hp Inc	12,933	$404,544
DOW	Dow Inc.	13,906	$382,971
TEL	TE Connectivity plc	1,804	$380,788
TMO	Thermo Fisher Scientific Inc.	540	$364,527
INTU	Intuit Inc.	1,224	$337,469
DG	Dollar General Corp	2,802	$335,063
U	Unity Software Inc.	8,084	$330,878
NVR	Nvr Inc	52	$320,028
EWBC	East West Bancorp Inc	2,547	$315,649
BBY	Best Buy Co Inc	3,512	$309,898
GILD	Gilead Sciences, Inc.	2,079	$309,874
FIVE	Five Below, Inc	1,405	$308,495
ARW	Arrow Electronics, Inc.	1,358	$308,266
DTE	Dte Energy Co	2,489	$303,160
DT	Dynatrace, Inc.	5,198	$300,132
MET	Metlife Inc	3,185	$299,899
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EIX	Edison International	8,431	$627,687
CRS	Carpenter Technology Corp	891	$549,604
TPL	Texas Pacific Land Corp	1,111	$486,218
AON	Aon plc	1,390	$461,049
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
DKNG	DraftKings Inc.	13,503	$341,085
HLT	Hilton Worldwide Holdings Inc.	949	$313,606
COO	Cooper Companies, Inc.	4,124	$295,732
NBIX	Neurocrine Biosciences Inc	1,726	$290,900
UPS	United Parcel Service Inc	2,590	$278,425
OTIS	Otis Worldwide Corp	3,801	$272,151
CI	Cigna Group	957	$263,825
RBC	RBC Bearings INC	409	$263,420
PEP	Pepsico Inc	1,905	$257,937
ENB	Enbridge Inc	4,632	$251,100
TAP	Molson Coors Beverage Co	6,381	$248,603
FLEX	Flex Ltd.	1,496	$242,456
GSK	GSK plc	4,465	$234,055
BURL	Burlington Stores, Inc.	736	$233,164
CHD	Church & Dwight Co Inc /De/	2,362	$228,830
EFX	Equifax Inc	1,409	$223,636
AXP	American Express Co	658	$222,568
HONA	Honeywell Aerospace Inc.	999	$220,858
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

366 tracked positions · $683,557,122 total · filing declares 368 positions · $813,031,248 · as of Sep 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 366 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTV	VANGUARD VALUE INDEX FUND	Added	398,629	+2,081	$86,135,754	−0.3%	12.60%
VUG	VANGUARD GROWTH INDEX FUND	Added	751,879	+563,811	$67,751,816	+318.2%	9.91%
AAPL	Apple Inc. PUT + SHARES Technology	Reduced	173,313	-1,853	$57,716,695	+13.9%	8.44%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	318,078	-5,232	$39,149,040	+1.8%	5.73%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	510,243	-57,027	$35,793,546	−14.0%	5.24%
SCHF	Schwab International Equity ETF	Reduced	1,078,985	-11,378	$29,639,717	−1.9%	4.34%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Added	455,920	+377	$27,870,389	+0.6%	4.08%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	268,475	-418	$18,957,019	−1.1%	2.77%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	357,963	+7,536	$16,953,127	−4.4%	2.48%
JBND	JPMorgan Active Bond ETF	Added	290,625	+67,256	$14,856,750	+24.3%	2.17%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	235,719	-156,112	$13,980,493	−40.2%	2.05%
VIOV	VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND	Reduced	97,461	-1,467	$10,720,710	−7.6%	1.57%
NVDA	Nvidia Corp Technology	Added	44,891	+3,468	$10,252,206	+23.7%	1.50%
IBIT	iShares Bitcoin Trust ETF	Reduced	206,895	-11,280	$9,794,409	+34.9%	1.43%
MSFT	Microsoft Corp Technology	Added	15,142	+2,445	$7,766,331	+64.0%	1.14%
FESM	Fidelity Enhanced Small Cap Core ETF	Added	167,464	+7,867	$7,527,506	−2.3%	1.10%
AVEM	Avantis Emerging Markets Equity ETF	Reduced	78,803	-245	$7,409,058	−2.9%	1.08%
RAAX	VanEck Real Assets ETF	Added	167,730	+9,498	$6,680,685	+6.4%	0.98%
BNDX	Vanguard Total International Bond ETF	Reduced	138,139	-100	$6,474,574	−3.3%	0.95%
BKGI	BNY Mellon Global Infrastructure Income ETF	NEW	144,641	NEW	$6,064,797	NEW	0.89%
VTWG	VANGUARD RUSSELL 2000 GROWTH INDEX FUND	Reduced	21,164	-619	$5,514,915	−12.0%	0.81%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Reduced	105,776	-268	$5,474,965	−0.3%	0.80%
BTC	Grayscale Bitcoin Mini Trust ETF	Reduced	140,932	-718	$5,207,437	+41.7%	0.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	20,736	+1,191	$5,166,374	+10.9%	0.76%
GOOGL	Alphabet Inc. Communication Services	Added	13,648	+39	$4,696,003	−3.4%	0.69%
PLTR	Palantir Technologies Inc. Technology	Added	23,310	+1,009	$4,360,135	+67.6%	0.64%
GOOG	Alphabet Inc. Communication Services	Added	11,112	+195	$3,786,302	−1.8%	0.55%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	10,476	-109	$3,539,107	−8.6%	0.52%
JPIB	JPMorgan International Bond Opportunities ETF	Added	69,145	+7,899	$3,229,071	+9.0%	0.47%
MU	Micron Technology Inc Technology	Added	2,657	+258	$2,829,997	+2.2%	0.41%
SCHV	Schwab U.S. Large-Cap Value ETF	Added	80,473	+365	$2,680,555	−3.9%	0.39%
META	Meta Platforms, Inc. Communication Services	Added	3,483	+645	$2,525,801	+58.0%	0.37%
AVGO	Broadcom Inc. Technology	Reduced	6,829	-18	$2,398,276	−7.3%	0.35%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,776	+440	$2,049,382	−8.7%	0.30%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Reduced	15,881	-122	$1,995,765	+4.3%	0.29%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	4,335	-276	$1,977,583	−10.2%	0.29%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,933	+464	$1,958,437	+12.8%	0.29%
SPCX	Space Exploration Technologies Corp Industrials	NEW	11,712	NEW	$1,766,872	NEW	0.26%
JNJ	Johnson & Johnson Healthcare	Added	6,481	+250	$1,715,779	+8.4%	0.25%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,135	+214	$1,698,812	+5.5%	0.25%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	7,298	-538	$1,686,056	−11.4%	0.25%
CVX	Chevron Corp Energy	Added	8,148	+703	$1,663,903	+34.8%	0.24%
LLY	ELI LILLY & Co Healthcare	Added	1,222	+63	$1,413,951	+1.7%	0.21%
XOM	ExxonMobil Holdings Corp Energy	Added	8,133	+1,300	$1,323,645	+41.7%	0.19%
BMY	Bristol Myers Squibb Co Healthcare	Added	21,212	+1,637	$1,323,628	+17.4%	0.19%
INTC	Intel Corp Technology	Added	10,610	+3,461	$1,275,640	+27.8%	0.19%
MCO	Moodys Corp /De/ Financial Services	Added	2,804	+44	$1,273,380	+1.9%	0.19%
ASML	Asml Holding NV Technology	Added	688	+37	$1,246,428	−3.8%	0.18%
ABBV	AbbVie Inc. Healthcare	Added	4,748	+82	$1,242,029	+5.8%	0.18%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	3,168	+1	$1,185,592	+1.2%	0.17%

Showing the top 50 of 366 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.