Top Institutional Investors

RIVERSEDGE ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1787663 · latest 13F-HR filed 2026-07-16

Backtest portfolio

RIVERSEDGE ADVISORS, LLC manages $759.1M in 13F-reported U.S. long-equity assets across 316 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTV (11.38%), IDEV (7.76%), VV (6.66%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 112 new positions, exited 13, added to 146, and trimmed 30.

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.

Filer Information
Address
600 N KING STREET, STE. 200
WILMINGTON, DE 19801
Phone
(302) 560-3350
Filing Manager
RIVERSEDGE ADVISORS, LLC
Wilmington, DE
Signatory
Jarrett F. Morris
Chief Compliance Officer
Loading holdings…
AUM

$759.1M

Long-equity book

Holdings

316

Distinct positions

Period

2026-06-30

Filed 2026-07-16

Q/Q Activity

+112 / −13 / ↑146 / ↓30

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLE INC$21.0M +89.5%
  • VANGUARD INDEX FDS$12.8M +17.4%
  • VANGUARD INDEX FDS$6.5M +14.7%
  • ISHARES TR$6.4M +12.1%
  • SPDR SERIES TRUST$6.1M +19.0%
Show all 146 →

Top Trims

  • GRAYSCALE BITCOIN MINI TR ET-$7.4M -66.9%
  • PALANTIR TECHNOLOGIES INC-$692.7K -21.0%
  • NETFLIX INC.-$285.2K -54.3%
  • HCA HEALTHCARE INC-$200.2K -44.0%
  • AT&T INC-$198.6K -44.8%
Show all 30 →

New Positions

  • SNOWFLAKE INC$595.8K
  • SEAGATE TECHNOLOGY HLDNGS PL$592.5K
  • WASTE CONNECTIONS INC$556.2K
  • CARPENTER TECHNOLOGY CORP$549.6K
  • APPLIED MATLS INC$522.7K
Show all 112 →

Exited Positions

  • INTUIT$255.2K
  • SALESFORCE INC$247.3K
  • OMNICOM GROUP INC$244.2K
  • BP PLC$221.9K
  • SHOPIFY INC$220.3K
Show all 13 →
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 $86.4M 11.38% 396,548 SH
2 ISHARES TR IDEV 46435G326 $58.9M 7.76% 661,655 SH
3 VANGUARD INDEX FDS VV 922908637 $50.6M 6.66% 147,058 SH
4 APPLE INC AAPL 037833100 $44.5M 5.86% 153,766 SH
5 VANGUARD BD INDEX FDS BND 921937835 $41.6M 5.49% 567,270 SH
6 SPDR SERIES TRUST SPYG 78464A409 $38.5M 5.07% 323,310 SH
7 SCHWAB STRATEGIC TR SCHF 808524805 $30.2M 3.98% 1,090,363 SH
8 SPDR SERIES TRUST SPYV 78464A508 $27.7M 3.65% 455,543 SH
9 VANGUARD INTL EQUITY INDEX F VWO 922042858 $23.4M 3.08% 391,831 SH
10 VANGUARD TAX-MANAGED FDS VEA 921943858 $19.2M 2.52% 268,893 SH
11 VANGUARD MUN BD FDS VTEB 922907746 $17.7M 2.33% 350,427 SH
12 VANGUARD INDEX FDS VUG 922908736 $16.2M 2.13% 188,068 SH
13 ISHARES TR IEFA 46432F842 $16.2M 2.13% 167,699 SH
14 J P MORGAN EXCHANGE TRADED F JBND 46654Q716 $12.0M 1.57% 223,369 SH
15 VANGUARD ADMIRAL FDS INC VIOV 921932778 $11.6M 1.53% 98,928 SH
16 ISHARES TR IJR 464287804 $10.2M 1.35% 69,094 SH
17 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $9.2M 1.21% 43,283 SH
18 NVIDIA CORPORATION NVDA 67066G104 $8.3M 1.09% 41,423 SH
19 FIDELITY COVINGTON TRUST FESM 31609A206 $7.7M 1.02% 159,597 SH
20 AMERICAN CENTY ETF TR AVEM 025072604 $7.6M 1.00% 79,048 SH
21 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $7.3M 0.96% 218,175 SH
22 VANGUARD CHARLOTTE FDS BNDX 92203J407 $6.7M 0.88% 138,239 SH
23 ISHARES TR IVLU 46435G409 $6.5M 0.86% 155,273 SH
24 VANECK ETF TRUST RAAX 92189F130 $6.3M 0.83% 158,232 SH
25 VANGUARD SCOTTSDALE FDS VTWG 92206C623 $6.3M 0.83% 21,783 SH
26 APPLE INC Put AAPL 037833100 $6.2M 0.82% 21,400 SH
27 SPDR INDEX SHS FDS SPEM 78463X509 $5.5M 0.72% 106,044 SH
28 ALPHABET INC GOOGL 02079K305 $4.9M 0.64% 13,609 SH
29 MICROSOFT CORP MSFT 594918104 $4.7M 0.62% 12,697 SH
30 AMAZON COM INC AMZN 023135106 $4.7M 0.61% 19,545 SH
31 VANGUARD INDEX FDS VBK 922908595 $3.9M 0.51% 10,585 SH
32 ALPHABET INC GOOG 02079K107 $3.9M 0.51% 10,917 SH
33 GRAYSCALE BITCOIN MINI TR ET BTC 389930207 $3.7M 0.48% 141,650 SH
34 J P MORGAN EXCHANGE TRADED F JPIB 46641Q852 $3.0M 0.39% 61,246 SH
35 SCHWAB STRATEGIC TR SCHV 808524409 $2.8M 0.37% 80,108 SH
36 MICRON TECHNOLOGY INC MU 595112103 $2.8M 0.36% 2,399 SH
37 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $2.6M 0.34% 22,301 SH
38 BROADCOM INC AVGO 11135F101 $2.6M 0.34% 6,847 SH
39 TESLA INC TSLA 88160R101 $2.2M 0.30% 5,336 SH
40 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.2M 0.29% 4,611 SH
41 ISHARES TR IVV 464287200 $2.2M 0.29% 2,911 SH
42 VANGUARD WORLD FD VGT 92204A702 $1.9M 0.25% 16,003 SH
43 VANGUARD INDEX FDS VBR 922908611 $1.9M 0.25% 7,836 SH
44 ISHARES TR USHY 46435U853 $1.8M 0.24% 48,315 SH
45 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.7M 0.23% 3,469 SH
46 ISHARES TR IVW 464287309 $1.6M 0.22% 11,871 SH
47 JPMORGAN CHASE & CO JPM 46625H100 $1.6M 0.21% 4,921 SH
48 META PLATFORMS INC META 30303M102 $1.6M 0.21% 2,838 SH
49 JOHNSON & JOHNSON JNJ 478160104 $1.6M 0.21% 6,231 SH
50 ISHARES TR MUB 464288414 $1.4M 0.19% 13,253 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-16 $759.1M 316 0002085853-26-000751
2026-03-31 2026-04-16 $617.7M 216 0002085853-26-000385
2025-12-31 2026-01-07 $615.0M 214 0002085853-26-000017