RIVERSEDGE ADVISORS, LLC — 13F Holdings & Portfolio
CIK 1787663 · latest 13F-HR filed 2026-04-16
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$617.7M
Long-equity book
Holdings
216
Distinct positions
Period
2026-03-31
Filed 2026-04-16
Q/Q Activity
+39 / −37 / ↑67 / ↓56
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$62.9M +589.7%
- GRAYSCALE BITCOIN MINI TR ET$3.5M +45.8%
- COSTCO WHOLESALE CORPORATION$571.5K +73.1%
- EXXON MOBIL CORP$486.5K +80.7%
- AMAZON COM INC$469.2K +15.6%
Top Trims
- VANGUARD INDEX FDS-$39.0M -46.9%
- INVESCO EXCHANGE TRADED FD T-$20.8M -71.5%
- VANGUARD BD INDEX FDS-$8.8M -17.7%
- ISHARES TR-$8.7M -50.9%
- VANGUARD INTL EQUITY INDEX F-$5.9M -22.3%
New Positions
- J P MORGAN EXCHANGE TRADED F$11.9M
- AMERICAN CENTY ETF TR$6.7M
- VANECK ETF TRUST$6.5M
- FIDELITY COVINGTON TRUST$6.4M
- ISHARES TR$6.0M
Exited Positions
- GRAYSCALE COINDESK CRYPTO$4.6M
- VANECK ETF TRUST$1.3M
- VICTORY PORTFOLIOS II$595.6K
- ASTRAZENECA PLC$500.7K
- ATLASSIAN CORPORATION$342.9K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTV | 922908744 | $73.6M | 11.91% | 375,036 | SH |
| 2 | ISHARES TR | IDEV | 46435G326 | $52.5M | 8.50% | 628,470 | SH |
| 3 | VANGUARD INDEX FDS | VV | 922908637 | $44.1M | 7.14% | 147,593 | SH |
| 4 | VANGUARD BD INDEX FDS | BND | 921937835 | $40.8M | 6.61% | 554,605 | SH |
| 5 | SPDR SERIES TRUST | SPYG | 78464A409 | $32.3M | 5.24% | 330,316 | SH |
| 6 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $27.0M | 4.37% | 1,089,602 | SH |
| 7 | SPDR SERIES TRUST | SPYV | 78464A508 | $25.9M | 4.20% | 458,387 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $23.5M | 3.80% | 92,530 | SH |
| 9 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $20.6M | 3.34% | 381,766 | SH |
| 10 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $17.5M | 2.83% | 272,425 | SH |
| 11 | VANGUARD MUN BD FDS | VTEB | 922907746 | $16.5M | 2.67% | 330,131 | SH |
| 12 | ISHARES TR | IEFA | 46432F842 | $15.5M | 2.50% | 170,734 | SH |
| 13 | VANGUARD INDEX FDS | VUG | 922908736 | $13.4M | 2.18% | 30,792 | SH |
| 14 | J P MORGAN EXCHANGE TRADED F | JBND | 46654Q716 | $11.9M | 1.93% | 221,434 | SH |
| 15 | GRAYSCALE BITCOIN MINI TR ET | BTC | 389930207 | $11.1M | 1.80% | 370,049 | SH |
| 16 | VANGUARD ADMIRAL FDS INC | VIOV | 921932778 | $10.2M | 1.65% | 100,236 | SH |
| 17 | ISHARES TR | IJR | 464287804 | $8.3M | 1.35% | 67,078 | SH |
| 18 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $8.3M | 1.34% | 43,282 | SH |
| 19 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $6.7M | 1.08% | 82,771 | SH |
| 20 | VANECK ETF TRUST | RAAX | 92189F130 | $6.5M | 1.05% | 159,702 | SH |
| 21 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $6.4M | 1.04% | 134,062 | SH |
| 22 | FIDELITY COVINGTON TRUST | FESM | 31609A206 | $6.4M | 1.04% | 169,186 | SH |
| 23 | NVIDIA CORPORATION | NVDA | 67066G104 | $6.2M | 1.01% | 35,650 | SH |
| 24 | ISHARES TR | IVLU | 46435G409 | $6.0M | 0.96% | 150,014 | SH |
| 25 | VANGUARD SCOTTSDALE FDS | VTWG | 92206C623 | $5.1M | 0.82% | 22,236 | SH |
| 26 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $5.0M | 0.81% | 106,246 | SH |
| 27 | ALPHABET INC | GOOGL | 02079K305 | $3.8M | 0.61% | 13,058 | SH |
| 28 | MICROSOFT CORP | MSFT | 594918104 | $3.6M | 0.59% | 9,787 | SH |
| 29 | AMAZON COM INC | AMZN | 023135106 | $3.5M | 0.56% | 16,707 | SH |
| 30 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $3.3M | 0.53% | 22,522 | SH |
| 31 | VANGUARD INDEX FDS | VBK | 922908595 | $3.2M | 0.52% | 10,697 | SH |
| 32 | J P MORGAN EXCHANGE TRADED F | JPIB | 46641Q852 | $2.9M | 0.47% | 60,149 | SH |
| 33 | ALPHABET INC | GOOG | 02079K107 | $2.7M | 0.43% | 9,276 | SH |
| 34 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $2.4M | 0.39% | 79,585 | SH |
| 35 | ISHARES TR | IVV | 464287200 | $2.1M | 0.35% | 3,291 | SH |
| 36 | BROADCOM INC | AVGO | 11135F101 | $1.9M | 0.31% | 6,266 | SH |
| 37 | VANGUARD INDEX FDS | VBR | 922908611 | $1.9M | 0.31% | 8,701 | SH |
| 38 | ISHARES TR | USHY | 46435U853 | $1.8M | 0.29% | 49,178 | SH |
| 39 | TESLA INC | TSLA | 88160R101 | $1.8M | 0.29% | 4,860 | SH |
| 40 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.6M | 0.27% | 4,862 | SH |
| 41 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $1.6M | 0.26% | 42,356 | SH |
| 42 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.5M | 0.24% | 6,006 | SH |
| 43 | ISHARES TR | IVW | 464287309 | $1.5M | 0.23% | 12,827 | SH |
| 44 | ISHARES TR | MUB | 464288414 | $1.4M | 0.23% | 13,189 | SH |
| 45 | VANGUARD WORLD FD | VGT | 92204A702 | $1.4M | 0.23% | 2,001 | SH |
| 46 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.4M | 0.22% | 1,358 | SH |
| 47 | META PLATFORMS INC | META | 30303M102 | $1.3M | 0.22% | 2,331 | SH |
| 48 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.3M | 0.21% | 2,762 | SH |
| 49 | PUTNAM ETF TRUST | FTMH | 746729789 | $1.3M | 0.21% | 114,093 | SH |
| 50 | ISHARES TR | IWO | 464287648 | $1.1M | 0.18% | 3,557 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-16 | $617.7M | 216 | 0002085853-26-000385 |
| 2025-12-31 | 2026-01-07 | $615.0M | 214 | 0002085853-26-000017 |