Managers / Q4 2021 · view latest →
RIVERSEDGE ADVISORS, LLC
CIK 0001787663 · 600 N KING STREET, STE. 200, WILMINGTON, DE, 19801 · 302-560-3350
Reported Value
$315M
Q4 2021
Positions
64
Filings on Record
28
2019–present window
Filed
Feb 2, 2022
original filing
Summary
Riversedge Advisors, Llc reported $315M in U.S.-listed holdings across 64 positions for Q4 2021.
Its largest position, SCHX, represents 14.4% of the portfolio.
Compared with Q3 2021, the fund opened 5 new positions and exited 7.
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 — Q4 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 ↗.