RIVERSEDGE ADVISORS, LLC
CIK: 0001787663Latest portfolio: $615.0M · Q4 2025
Holdings
214
Total Value
$615.0M
New Positions
40
Closed Positions
23
Top Holdings
View All 214 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VVVANGUARD INDEX FDS | 263,959 | $83.1M | 13.51% | +32K | |
| 2 | IDEVISHARES TR | 679,736 | $56.1M | 9.12% | +43K | |
| 3 | BNDVANGUARD BD INDEX FDS | 669,857 | $49.6M | 8.07% | +67K | |
| 4 | SPYGSPDR SERIES TRUST | 341,218 | $36.4M | 5.92% | -5,299 | |
| 5 | RSPINVESCO EXCHANGE TRADED FD T | 151,988 | $29.1M | 4.73% | +15K | |
| 6 | SCHFSCHWAB STRATEGIC TR | 1,106,210 | $26.6M | 4.32% | +697 | |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 493,816 | $26.5M | 4.32% | -41,101 | |
| 8 | SPYVSPDR SERIES TRUST | 465,712 | $26.5M | 4.30% | -16,158 | |
| 9 | AAPLAPPLE INC | 94,290 | $25.6M | 4.17% | +2K | |
| 10 | VEAVANGUARD TAX-MANAGED FDS | 273,119 | $17.1M | 2.77% | -10,600 | |
| 11 | IJRISHARES TR | 141,414 | $17.0M | 2.76% | +26K | |
| 12 | VTEBVANGUARD MUN BD FDS | 323,987 | $16.3M | 2.65% | +2K | |
| 13 | AQLTISHARES TR | 174,716 | $15.6M | 2.54% | -42,094 | |
| 14 | VUGVANGUARD INDEX FDS | 29,862 | $14.6M | 2.37% | -36 | |
| 15 | VTVVANGUARD INDEX FDS | 55,862 | $10.7M | 1.73% | +872 | |
| 16 | VIOVVANGUARD ADMIRAL FDS INC | 101,526 | $9.9M | 1.61% | -2,383 | |
| 17 | BNDXVANGUARD CHARLOTTE FDS | 191,282 | $9.2M | 1.50% | +13K | |
| 18 | BTCGRAYSCALE BITCOIN MINI TR ET | 196,580 | $7.6M | 1.24% | -29,708 | |
| 19 | NVDANVIDIA CORPORATION | 34,713 | $6.5M | 1.05% | +2K | |
| 20 | VTWGVANGUARD SCOTTSDALE FDS | 22,652 | $5.3M | 0.87% | -770 | |
| 21 | MSFTMICROSOFT CORP | 10,946 | $5.3M | 0.86% | -552 | |
| 22 | SPEMSPDR INDEX SHS FDS | 107,591 | $5.0M | 0.82% | -1,687 | |
| 23 | GDLCGRAYSCALE COINDESK CRYPTO | 112,313 | $4.6M | 0.75% | NEW | |
| 24 | GOOGLALPHABET INC | 12,958 | $4.1M | 0.66% | +1K | |
| 25 | PLTRPALANTIR TECHNOLOGIES INC | 22,411 | $4.0M | 0.65% | -343 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial Services0.0% ($8.309456064496163e+278T)
Technology0.0% ($2.5633761364735298e+112T)
Consumer Cyclical0.0% ($3.0101630687660615e+49T)
Industrials0.0% ($5.285114364093863e+47T)
Healthcare0.0% ($1.2301080841803654e+43T)
Energy0.0% ($639602428348306292736.0T)
Unknown0.0% ($156301563681595555840.0T)
Communication Services0.0% ($405529281472417.4T)
Consumer Defensive0.0% ($78170054.4T)
Utilities0.0% ($393.4T)
Basic Materials0.0% ($379.2B)
Real Estate0.0% ($253K)
Filing History
Fund Information
RIVERSEDGE ADVISORS, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $615.0M across 214 holdings. The largest position is VANGUARD INDEX FDS (VV), representing 13.5% of the portfolio. Compared to the previous quarter, the fund opened 41 new positions and closed 25 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.