RIVERSEDGE ADVISORS, LLC

CIK

1787663

Location

Wilmington, DE

Portfolio Value

Micro $3,923,682

Diversification

Diversified

Filing Date

Global Rank

#5,238 / 8,586 ▲ 129

Top Industry

Consumer Electronics 21.4%

3Y Alpha vs SPY

-5.3%

Period ended 3 months ago

Filed Apr 16, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.1%

SPY

+78.1%

Annualised alpha

-5.2%

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, 2025

Top 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	Positions
Technology	38.9%	$48,253,560	31
Unclassified	10.7%	$13,303,280	4
Financial Services	10.5%	$12,992,781	31
Consumer Cyclical	8.7%	$10,773,334	16
Healthcare	8.3%	$10,301,452	21
Communication Services	5.8%	$7,224,059	8
Industrials	5.7%	$7,023,794	20
Energy	5.4%	$6,734,947	15
Consumer Defensive	3.2%	$3,923,682	8
Basic Materials	1.5%	$1,899,750	7
Utilities	1.0%	$1,226,519	3
Real Estate	0.4%	$487,567	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

8 positions · $3,923,682 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ABEV	Ambev S.A. Consumer Defensive	Added	21,937	+4,684	$64,056	+50.3%	1.63%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	4,149	+196	$242,592	+8.4%	6.18%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,727	-2,069	$268,185	−50.8%	6.84%
KO	Coca Cola Co Consumer Defensive	Added	4,688	+201	$356,522	+13.7%	9.09%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,249	+72	$371,849	+6.5%	9.48%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	2,838	NEW	$409,920	NEW	10.45%
WMT	Walmart Inc. Consumer Defensive	Added	6,899	+616	$857,407	+22.5%	21.85%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,358	+451	$1,353,151	+73.0%	34.49%