Top Institutional Investors

RIVERSEDGE ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1787663 · latest 13F-HR filed 2026-10-09

Backtest portfolio

RIVERSEDGE ADVISORS, LLC manages $813.0M in 13F-reported U.S. long-equity assets across 368 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are VTV (10.59%), VUG (8.33%), IDEV (6.83%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 85 new positions and exited 33; 143 existing positions rose in reported value and 75 fell.

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.

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AUM
$813.0M

Long-equity book

Holdings
368

Distinct positions

Period
2026-09-30

Filed 2026-10-09

Q/Q Activity
+85 / −33 / ↑143 / ↓75

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
VTV10.7% · +0%VUG8.4% · +300%IDEV6.9% · -6%AAPL6.3% · -1%SPYG4.9% · -2%BND4.4% · -10%SCHF3.7% · -1%SPYV3.5% · +0%VEA2.4% · -0%VTEB2.1% · +2%IEFA2.0% · -0%JBND1.8% · +30%VWO1.7% · -40%VIOV1.3% · -2%NVDA1.3% · +8%IJR1.2% · +7%IBIT1.2% · -5%IEMG1.2% · +2840%RSP1.1% · -0%MSFT1.0% · +19%FESM0.9% · +5%AVEM0.9% · -0%IVLU0.9% · +5%IMTM0.9% · newRAAX0.8% · +6%BNDX0.8% · -0%BKGI0.8% · newVTWG0.7% · -3%SPEM0.7% · -0%BTC0.6% · -0%AMZN0.6% · +6%GOOGL0.6% · +0%PLTR0.5% · +4%GOOG0.5% · +2%VBK0.4% · -1%JPIB0.4% · +13%MU0.4% · +11%NODE0.3% · newSCHV0.3% · +0%META0.3% · +23%AVGO0.3% · -0%IVV0.3% · -0%TSLA0.3% · +8%VGT0.2% · -1%TSM0.2% · -6%BRK.B0.2% · +13%USHY0.2% · +8%SPCX0.2% · newJNJ0.2% · +4%JPM0.2% · +4%VBR0.2% · -7%CVX0.2% · +9%IVW0.2% · -2%LLY0.2% · +5%XOM0.2% · +19%BMY0.2% · +8%INTC0.2% · +48%MCO0.2% · +2%IWO0.2% · -0%ASML0.2% · +6%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 53.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 16, 2026.

Assets Under Management
$928.4M
Discretionary
$924.4M
Employees
19
Accounts
1,515
Address
600 N KING ST
SUITE 200
WILMINGTON, DE 19801
Phone
(302) 573-6864
Website
Name Title / Status Ownership Type
CARNEY, BRIAN, JASON ControlPARTNER & FOUNDER
since Aug 2018
25–50%Individual
MIHOK, TIMOTHY, JOHN ControlCHIEF EXECUTIVE OFFICER
since Jun 2022
10–25%Individual
MORRIS, JARRETT, FRANKLIN ControlPARTNER & FOUNDER AND CCO
since Aug 2018
25–50%Individual
Ownership & leadership changes · 6 filings with changes since Aug 13, 2018

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 8, 2025 filing
  • ChangedCARNEY, BRIAN, JASON · ownership 50–75% → 25–50%
  • ChangedMIHOK, TIMOTHY, JOHN · ownership Less than 5% → 10–25%
  • ChangedMORRIS, JARRETT, FRANKLIN · ownership 50–75% → 25–50%
Dec 19, 2024 filing
  • ChangedCARNEY, BRIAN, JASON · title CHIEF EXECUTIVE OFFICER → PARTNER & FOUNDER
  • ChangedMIHOK, TIMOTHY, JOHN · title CHIEF FINANCIAL OFFICER → CHIEF EXECUTIVE OFFICER
  • ChangedMORRIS, JARRETT, FRANKLIN · title CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER. → PARTNER & FOUNDER AND CCO
Feb 29, 2024 filing
  • ChangedCARNEY, BRIAN, JASON · title MANAGING MEMBER AND PARTNER → CHIEF EXECUTIVE OFFICER
  • ChangedMORRIS, JARRETT, FRANKLIN · title MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER.
Aug 30, 2023 filing
  • ChangedCARNEY, BRIAN, JASON · ownership 25–50% → 50–75%
  • ChangedMORRIS, JARRETT, FRANKLIN · ownership 25–50% → 50–75%
Aug 7, 2023 filing
  • No longer listedLEVY, MICHAEL, A · DIRECTOR, FINANCIAL SERVICES · Less than 5% · listed since May 2022
Oct 25, 2022 filing
  • AddedLEVY, MICHAEL, A · DIRECTOR, FINANCIAL SERVICES · Less than 5%
  • AddedMIHOK, TIMOTHY, JOHN · CHIEF FINANCIAL OFFICER · Less than 5% · control person
  • ChangedCARNEY, BRIAN, JASON · ownership 50–75% → 25–50%
  • ChangedMORRIS, JARRETT, FRANKLIN · ownership 50–75% → 25–50%
Aug 13, 2018 filing (earliest on record)
  • ListedCARNEY, BRIAN, JASON · MANAGING MEMBER AND PARTNER · 50–75% · control person
  • ListedMORRIS, JARRETT, FRANKLIN · MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

RIVERSEDGE ADVISORS, LLC Holdings (2026-09-30)

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 $86.1M 10.59% 398,629 SH
2 VANGUARD INDEX FDS VUG 922908736 $67.8M 8.33% 751,879 SH
3 ISHARES TR IDEV 46435G326 $55.6M 6.83% 620,887 SH
4 APPLE INC AAPL 037833100 $50.6M 6.22% 151,913 SH
5 SPDR SERIES TRUST SPYG 78464A409 $39.1M 4.82% 318,078 SH
6 VANGUARD BD INDEX FDS BND 921937835 $35.8M 4.40% 510,243 SH
7 SCHWAB STRATEGIC TR SCHF 808524805 $29.6M 3.65% 1,078,985 SH
8 SPDR SERIES TRUST SPYV 78464A508 $27.9M 3.43% 455,920 SH
9 VANGUARD TAX-MANAGED FDS VEA 921943858 $19.0M 2.33% 268,475 SH
10 VANGUARD MUN BD FDS VTEB 922907746 $17.0M 2.09% 357,963 SH
11 ISHARES TR IEFA 46432F842 $16.2M 1.99% 167,304 SH
12 J P MORGAN EXCHANGE TRADED F JBND 46654Q716 $14.9M 1.83% 290,625 SH
13 VANGUARD INTL EQUITY INDEX F VWO 922042858 $14.0M 1.72% 235,719 SH
14 VANGUARD ADMIRAL FDS INC VIOV 921932778 $10.7M 1.32% 97,461 SH
15 NVIDIA CORPORATION NVDA 67066G104 $10.3M 1.26% 44,891 SH
16 ISHARES TR IJR 464287804 $10.0M 1.23% 73,799 SH
17 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $9.8M 1.20% 206,895 SH
18 ISHARES INC IEMG 46434G103 $9.6M 1.18% 118,004 SH
19 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $9.0M 1.11% 43,193 SH
20 MICROSOFT CORP MSFT 594918104 $7.8M 0.96% 15,142 SH
21 FIDELITY COVINGTON TRUST FESM 31609A206 $7.5M 0.93% 167,464 SH
22 AMERICAN CENTY ETF TR AVEM 025072604 $7.4M 0.91% 78,803 SH
23 APPLE INC Put AAPL 037833100 $7.1M 0.88% 21,400 SH
24 ISHARES TR IVLU 46435G409 $7.0M 0.86% 163,420 SH
25 ISHARES TR IMTM 46434V449 $7.0M 0.86% 132,640 SH
26 VANECK ETF TRUST RAAX 92189F130 $6.7M 0.82% 167,730 SH
27 VANGUARD CHARLOTTE FDS BNDX 92203J407 $6.5M 0.80% 138,139 SH
28 BNY MELLON ETF TRUST BKGI 09661T826 $6.1M 0.75% 144,641 SH
29 VANGUARD SCOTTSDALE FDS VTWG 92206C623 $5.5M 0.68% 21,164 SH
30 SPDR INDEX SHS FDS SPEM 78463X509 $5.5M 0.67% 105,776 SH
31 GRAYSCALE BITCOIN MINI TR ET BTC 389930207 $5.2M 0.64% 140,932 SH
32 AMAZON COM INC AMZN 023135106 $5.2M 0.64% 20,736 SH
33 ALPHABET INC GOOGL 02079K305 $4.7M 0.58% 13,648 SH
34 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $4.4M 0.54% 23,310 SH
35 ALPHABET INC GOOG 02079K107 $3.8M 0.47% 11,112 SH
36 VANGUARD INDEX FDS VBK 922908595 $3.5M 0.44% 10,476 SH
37 J P MORGAN EXCHANGE TRADED F JPIB 46641Q852 $3.2M 0.40% 69,145 SH
38 MICRON TECHNOLOGY INC MU 595112103 $2.8M 0.35% 2,657 SH
39 VANECK FDS NODE 92107P780 $2.7M 0.33% 69,421 SH
40 SCHWAB STRATEGIC TR SCHV 808524409 $2.7M 0.33% 80,473 SH
41 META PLATFORMS INC META 30303M102 $2.5M 0.31% 3,483 SH
42 BROADCOM INC AVGO 11135F101 $2.4M 0.29% 6,829 SH
43 ISHARES TR IVV 464287200 $2.2M 0.27% 2,904 SH
44 TESLA INC TSLA 88160R101 $2.0M 0.25% 5,776 SH
45 VANGUARD WORLD FD VGT 92204A702 $2.0M 0.25% 15,881 SH
46 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.0M 0.24% 4,335 SH
47 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.0M 0.24% 3,933 SH
48 ISHARES TR USHY 46435U853 $1.9M 0.23% 52,086 SH
49 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $1.8M 0.22% 11,712 SH
50 JOHNSON & JOHNSON JNJ 478160104 $1.7M 0.21% 6,481 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-09 $813.0M 368 0002085853-26-001127
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
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