SEC 13F Intelligence

Managers / Q4 2025 · view latest →

RIVERSEDGE ADVISORS, LLC

CIK 0001787663 · 600 N KING STREET, STE. 200, WILMINGTON, DE, 19801 · 302-560-3350

Reported Value
$615M
Q4 2025
Positions
214
Filings on Record
28
2019–present window
Filed
Jan 7, 2026
original filing

Summary

Riversedge Advisors, LLC reported $615M in U.S.-listed holdings across 214 positions for Q4 2025.

Its largest position, Vanguard Index Fds, represents 13.5% of the portfolio.

Compared with Q3 2025, the fund opened 41 new positions and exited 25.

Portfolio Metrics

Turnover
+6.6%
vs prior filed quarter
Top-10 Concentration
+61.2%
share of reported value
Largest Position
+13.5%
Vanguard Index Fds
New / Exited
41 / 25
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q3 ’19: $71MQ3 ’19Q4 ’19: $84MQ1 ’20: $113MQ2 ’20: $171MQ3 ’20: $189MQ3 ’20Q4 ’20: $216MQ1 ’21: $234MQ2 ’21: $274MQ3 ’21: $292MQ3 ’21Q4 ’21: $315MQ1 ’22: $307MQ2 ’22: $269MQ3 ’22: $277MQ3 ’22Q4 ’22: $309MQ1 ’23: $343MQ2 ’23: $365MQ3 ’23: $339MQ3 ’23Q4 ’23: $365MQ1 ’24: $406MQ2 ’24: $410MQ3 ’24: $441MQ3 ’24Q4 ’24: $442MQ1 ’25: $448MQ2 ’25: $511MQ3 ’25: $597MQ3 ’25Q4 ’25: $615MQ1 ’26: $618Mfilingsflow.com

Portfolio Composition

By security type
ETP: 80.6%Common Stock: 17.0%ADR: 1.3%Other: 1.2%REIT: 0.0%
  • ETP · 80.6% · $495M
  • Common Stock · 17.0% · $104M
  • ADR · 1.3% · $8M
  • Other · 1.2% · $7M
  • REIT · 0.0% · $253,788

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GRAYSCALE COINDESK CRYPTONEW+112.3K112.3K+$5M$5M
CNCCENTENE CORP DELNEW+10.3K10.3K+$422,693$422,693
EIXEDISON INTLNEW+6.6K6.6K+$393,431$393,431
LMTLOCKHEED MARTIN CORPNEW+772772+$373,261$373,261
ZMZOOM COMMUNICATIONS INCNEW+4.1K4.1K+$352,149$352,149
TEAM1EURATLASSIAN CORPORATIONNEW+2.1K2.1K+$342,926$342,926
USBUS BANCORP DELNEW+6.3K6.3K+$338,010$338,010
ACCENTURE PLC IRELANDNEW+1.2K1.2K+$328,668$328,668

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

34 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1VUGVANGUARD INDEX FDSLARGE CAP ETF · GROWTH ETF · VALUE ETF · SML CP GRW ETF · SM CP VAL ETF · TOTAL STK MKT · S&P 500 ETF SHS18.81%$116M374.7K
2ISHARES TRCORE MSCI INTL · CORE S&P SCP ETF · CORE MSCI EAFE · BROAD USD HIGH · CORE S&P500 ETF · S&P 500 GRWT ETF · NATIONAL MUN ETF · RUS 2000 GRW ETF15.96%$98M1.10M
3SPDR SERIES TRUSTSTATE STREET SPD10.22%$63M806.9K
4VANGUARD BD INDEX FDSTOTAL BND MRKT8.07%$50M669.9K
5INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT4.73%$29M152.0K
6SCHWAB STRATEGIC TRINTL EQTY ETF · US LCAP VA ETF4.71%$29M1.19M
7VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF4.32%$27M493.8K
8AAPLAPPLE INChistory →COM4.17%$26M94.3K
9VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT2.77%$17M273.1K
10VANGUARD MUN BD FDSTAX EXEMPT BD2.65%$16M324.0K
11VANGUARD ADMIRAL FDS INCSMLCP 600 VAL1.61%$10M101.5K
12VANGUARD CHARLOTTE FDSTOTAL INT BD ETF1.50%$9M191.3K
13BTCGRAYSCALE BITCOIN MINI TR EThistory →SHS NEW1.24%$8M196.6K
14GOOGLALPHABET INCCAP STK CL A · CAP STK CL C1.14%$7M22.3K
15NVDANVIDIA CORPORATIONhistory →COM1.05%$6M34.7K
16VANGUARD SCOTTSDALE FDSVNG RUS2000GRW0.87%$5M22.7K
17MSFTMICROSOFT CORPCOM0.86%$5M10.9K
18SPDR INDEX SHS FDSPORTFOLIO EMG MK0.82%$5M107.6K
19GRAYSCALE COINDESK CRYPTOUSD SHS0.75%$5M112.3K
20PLTRPALANTIR TECHNOLOGIES INCCL A0.65%$4M22.4K
21AMZNAMAZON COM INCCOM0.49%$3M13.0K
22IBITISHARES BITCOIN TRUST ETFSHS BEN INT0.35%$2M43.0K
23AVGOBROADCOM INCCOM0.32%$2M5.7K
24TSLATESLA INCCOM0.27%$2M3.6K
25BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.25%$2M3.1K
26VANGUARD WORLD FDINF TECH ETF0.25%$2M2.0K
27METAMETA PLATFORMS INCCL A0.24%$1M2.2K
28TSMTAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS0.23%$1M4.6K
29VANECK ETF TRUSTHIGH YLD MUNIETF0.20%$1M24.7K
30JNJJOHNSON & JOHNSONCOM0.20%$1M5.9K
31JPMJPMORGAN CHASE & CO.COM0.20%$1M3.8K
32ABBVABBVIE INCCOM0.18%$1M4.7K
33DUTMOODYS CORPCOM0.17%$1M2.0K
34XLFSELECT SECTOR SPDR TRSTATE STREET FIN0.15%$952,90217.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$618M216Apr 16, 202613F-HRchanges · EDGAR ↗
Q4 2025$615M214Jan 7, 202613F-HRchanges · EDGAR ↗
Q3 2025$597M198Oct 9, 202513F-HRchanges · EDGAR ↗
Q2 2025$511M126Jul 9, 202513F-HRchanges · EDGAR ↗
Q1 2025$448M118May 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$442M100Jan 15, 202513F-HRchanges · EDGAR ↗
Q3 2024$441M100Oct 16, 202413F-HRchanges · EDGAR ↗
Q2 2024$410M92Jul 26, 202413F-HRchanges · EDGAR ↗
Q1 2024$406M88Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$365M79Jan 17, 202413F-HRchanges · EDGAR ↗
Q3 2023$339M70Oct 19, 202313F-HRchanges · EDGAR ↗
Q2 2023$365M70Jul 13, 202313F-HRchanges · EDGAR ↗
Q1 2023$343M70Apr 18, 202313F-HRchanges · EDGAR ↗
Q4 2022$309M66Jan 20, 202313F-HRchanges · EDGAR ↗
Q3 2022$277M73Oct 17, 202213F-HRchanges · EDGAR ↗
Q2 2022$269M66Jul 28, 202213F-HRchanges · EDGAR ↗
Q1 2022$307M67Apr 18, 202213F-HRchanges · EDGAR ↗
Q4 2021$315M64Feb 2, 202213F-HRchanges · EDGAR ↗
Q3 2021$292M66Oct 20, 202113F-HRchanges · EDGAR ↗
Q2 2021$274M53Jul 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$234M46Apr 28, 202113F-HRchanges · EDGAR ↗
Q4 2020$216M49Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$189M45Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$171M43Aug 3, 202013F-HRchanges · EDGAR ↗
Q1 2020$113M32Apr 29, 202013F-HRchanges · EDGAR ↗
Q4 2019$84M35Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$71M35Nov 5, 201913F-HRchanges · 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 ↗.