Managers / Q3 2021 · view latest →
RIVERSEDGE ADVISORS, LLC
CIK 0001787663 · 600 N KING STREET, STE. 200, WILMINGTON, DE, 19801 · 302-560-3350
Reported Value
$292M
Q3 2021
Positions
66
Filings on Record
28
2019–present window
Filed
Oct 20, 2021
original filing
Summary
Riversedge Advisors, Llc reported $292M in U.S.-listed holdings across 66 positions for Q3 2021.
Its largest position, SCHX, represents 13.7% of the portfolio.
Compared with Q2 2021, the fund opened 16 new positions and exited 3.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $618M | 216 | Apr 16, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $615M | 214 | Jan 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $597M | 198 | Oct 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $511M | 126 | Jul 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $448M | 118 | May 1, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $442M | 100 | Jan 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $441M | 100 | Oct 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $410M | 92 | Jul 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $406M | 88 | Apr 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $365M | 79 | Jan 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $339M | 70 | Oct 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $365M | 70 | Jul 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $343M | 70 | Apr 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $308.8B | 66 | Jan 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $277M | 73 | Oct 17, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $269M | 66 | Jul 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $307M | 67 | Apr 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $315M | 64 | Feb 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $292M | 66 | Oct 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $274M | 53 | Jul 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $234M | 46 | Apr 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $216M | 49 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $189M | 45 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $171M | 43 | Aug 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $113M | 32 | Apr 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $84M | 35 | Feb 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $71M | 35 | Nov 5, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.