Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsVALUE ETF | VALUE ETF | $86.4M | 11.4% |
| iShares TRCORE MSCI INTL | CORE MSCI INTL | $58.9M | 7.8% |
| Vanguard Index FdsLARGE CAP ETF | LARGE CAP ETF | $50.6M | 6.7% |
| Apple Inc.COM | COM | $44.5M | 5.9% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $41.6M | 5.5% |
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $38.5M | 5.1% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $30.2M | 4.0% |
| SPDR Series TrustST STR P500VAL | ST STR P500VAL | $27.7M | 3.6% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $23.4M | 3.1% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $19.2M | 2.5% |
| Vanguard Mun BD FdsTAX EXEMPT BD | TAX EXEMPT BD | $17.7M | 2.3% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $16.2M | 2.1% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $16.2M | 2.1% |
| J P Morgan Exchange Traded FACTIVE BOND ETF | ACTIVE BOND ETF | $12M | 1.6% |
| Vanguard Admiral Fds Inc.SMLCP 600 VAL | SMLCP 600 VAL | $11.6M | 1.5% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $10.2M | 1.3% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $9.21M | 1.2% |
| Nvidia CorporationCOM | COM | $8.29M | 1.1% |
| Fidelity Covington TrustENHANCED SML CAP | ENHANCED SML CAP | $7.71M | 1.0% |
| American Centy ETF TRAVANTIS EMGMKT | AVANTIS EMGMKT | $7.63M | 1.0% |
| iShares Bitcoin Trust ETFSHS BEN INT | SHS BEN INT | $7.26M | 1.0% |
| Vanguard Charlotte FdsTOTAL INT BD ETF | TOTAL INT BD ETF | $6.69M | 0.9% |
| iShares TRMSCI INTL VLU FT | MSCI INTL VLU FT | $6.49M | 0.9% |
| Vaneck ETF TrustREAL ASSETS ETF | REAL ASSETS ETF | $6.28M | 0.8% |
| Vanguard Scottsdale FdsVNG RUS2000GRW | VNG RUS2000GRW | $6.27M | 0.8% |
| Apple Inc. (put option)COM | COM | $6.19M | 0.8% |
| SPDR Index Shs FdsST PORT MARK ETF | ST PORT MARK ETF | $5.49M | 0.7% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $4.86M | 0.6% |
| Microsoft Corp.COM | COM | $4.74M | 0.6% |
| Amazon Com Inc.COM | COM | $4.66M | 0.6% |
| Vanguard Index FdsSML CP GRW ETF | SML CP GRW ETF | $3.87M | 0.5% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $3.86M | 0.5% |
| Grayscale Bitcoin Mini TR ETSHS NEW | SHS NEW | $3.68M | 0.5% |
| J P Morgan Exchange Traded FINTL BD OPP ETF | INTL BD OPP ETF | $2.96M | 0.4% |
| Schwab Strategic TRUS LCAP VA ETF | US LCAP VA ETF | $2.79M | 0.4% |
| Micron Technology Inc.COM | COM | $2.77M | 0.4% |
| Palantir Technologies Inc.CL A | CL A | $2.6M | 0.3% |
| Broadcom Inc.COM | COM | $2.59M | 0.3% |
| Tesla Inc.COM | COM | $2.24M | 0.3% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $2.2M | 0.3% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $2.18M | 0.3% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $1.91M | 0.3% |
| Vanguard Index FdsSM CP VAL ETF | SM CP VAL ETF | $1.9M | 0.3% |
| iShares TRBROAD USD HIGH | BROAD USD HIGH | $1.79M | 0.2% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $1.74M | 0.2% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $1.63M | 0.2% |
| JPMORGAN Chase & COCOM | COM | $1.61M | 0.2% |
| Meta Platforms Inc.CL A | CL A | $1.6M | 0.2% |
| Johnson & JohnsonCOM | COM | $1.58M | 0.2% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $1.43M | 0.2% |
Vanguard Index FdsVALUE ETF$86.4M
- Class
- VALUE ETF
- Share
- 11.4%
iShares TRCORE MSCI INTL$58.9M
- Class
- CORE MSCI INTL
- Share
- 7.8%
Vanguard Index FdsLARGE CAP ETF$50.6M
- Class
- LARGE CAP ETF
- Share
- 6.7%
Apple Inc.COM$44.5M
- Class
- COM
- Share
- 5.9%
Vanguard BD Index FdsTOTAL BND MRKT$41.6M
- Class
- TOTAL BND MRKT
- Share
- 5.5%
SPDR Series TrustST STR P500GRW$38.5M
- Class
- ST STR P500GRW
- Share
- 5.1%
Schwab Strategic TRINTL EQTY ETF$30.2M
- Class
- INTL EQTY ETF
- Share
- 4.0%
SPDR Series TrustST STR P500VAL$27.7M
- Class
- ST STR P500VAL
- Share
- 3.6%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$23.4M
- Class
- FTSE EMR MKT ETF
- Share
- 3.1%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$19.2M
- Class
- VAN FTSE DEV MKT
- Share
- 2.5%
Vanguard Mun BD FdsTAX EXEMPT BD$17.7M
- Class
- TAX EXEMPT BD
- Share
- 2.3%
Vanguard Index FdsGROWTH ETF$16.2M
- Class
- GROWTH ETF
- Share
- 2.1%
iShares TRCORE MSCI EAFE$16.2M
- Class
- CORE MSCI EAFE
- Share
- 2.1%
J P Morgan Exchange Traded FACTIVE BOND ETF$12M
- Class
- ACTIVE BOND ETF
- Share
- 1.6%
Vanguard Admiral Fds Inc.SMLCP 600 VAL$11.6M
- Class
- SMLCP 600 VAL
- Share
- 1.5%
iShares TRCORE S&P SCP ETF$10.2M
- Class
- CORE S&P SCP ETF
- Share
- 1.3%
Invesco Exchange Traded FD TS&P500 EQL WGT$9.21M
- Class
- S&P500 EQL WGT
- Share
- 1.2%
Nvidia CorporationCOM$8.29M
- Class
- COM
- Share
- 1.1%
Fidelity Covington TrustENHANCED SML CAP$7.71M
- Class
- ENHANCED SML CAP
- Share
- 1.0%
American Centy ETF TRAVANTIS EMGMKT$7.63M
- Class
- AVANTIS EMGMKT
- Share
- 1.0%
iShares Bitcoin Trust ETFSHS BEN INT$7.26M
- Class
- SHS BEN INT
- Share
- 1.0%
Vanguard Charlotte FdsTOTAL INT BD ETF$6.69M
- Class
- TOTAL INT BD ETF
- Share
- 0.9%
iShares TRMSCI INTL VLU FT$6.49M
- Class
- MSCI INTL VLU FT
- Share
- 0.9%
Vaneck ETF TrustREAL ASSETS ETF$6.28M
- Class
- REAL ASSETS ETF
- Share
- 0.8%
Vanguard Scottsdale FdsVNG RUS2000GRW$6.27M
- Class
- VNG RUS2000GRW
- Share
- 0.8%
Apple Inc. (put option)COM$6.19M
- Class
- COM
- Share
- 0.8%
SPDR Index Shs FdsST PORT MARK ETF$5.49M
- Class
- ST PORT MARK ETF
- Share
- 0.7%
Alphabet Inc.CAP STK CL A$4.86M
- Class
- CAP STK CL A
- Share
- 0.6%
Microsoft Corp.COM$4.74M
- Class
- COM
- Share
- 0.6%
Amazon Com Inc.COM$4.66M
- Class
- COM
- Share
- 0.6%
Vanguard Index FdsSML CP GRW ETF$3.87M
- Class
- SML CP GRW ETF
- Share
- 0.5%
Alphabet Inc.CAP STK CL C$3.86M
- Class
- CAP STK CL C
- Share
- 0.5%
Grayscale Bitcoin Mini TR ETSHS NEW$3.68M
- Class
- SHS NEW
- Share
- 0.5%
J P Morgan Exchange Traded FINTL BD OPP ETF$2.96M
- Class
- INTL BD OPP ETF
- Share
- 0.4%
Schwab Strategic TRUS LCAP VA ETF$2.79M
- Class
- US LCAP VA ETF
- Share
- 0.4%
Micron Technology Inc.COM$2.77M
- Class
- COM
- Share
- 0.4%
Palantir Technologies Inc.CL A$2.6M
- Class
- CL A
- Share
- 0.3%
Broadcom Inc.COM$2.59M
- Class
- COM
- Share
- 0.3%
Tesla Inc.COM$2.24M
- Class
- COM
- Share
- 0.3%
Taiwan Semiconductor ManufacSPONSORED ADS$2.2M
- Class
- SPONSORED ADS
- Share
- 0.3%
iShares TRCORE S&P500 ETF$2.18M
- Class
- CORE S&P500 ETF
- Share
- 0.3%
Vanguard World FDINF TECH ETF$1.91M
- Class
- INF TECH ETF
- Share
- 0.3%
Vanguard Index FdsSM CP VAL ETF$1.9M
- Class
- SM CP VAL ETF
- Share
- 0.3%
iShares TRBROAD USD HIGH$1.79M
- Class
- BROAD USD HIGH
- Share
- 0.2%
Berkshire Hathaway Inc. DelCL B NEW$1.74M
- Class
- CL B NEW
- Share
- 0.2%
iShares TRS&P 500 GRWT ETF$1.63M
- Class
- S&P 500 GRWT ETF
- Share
- 0.2%
JPMORGAN Chase & COCOM$1.61M
- Class
- COM
- Share
- 0.2%
Meta Platforms Inc.CL A$1.6M
- Class
- CL A
- Share
- 0.2%
Johnson & JohnsonCOM$1.58M
- Class
- COM
- Share
- 0.2%
iShares TRNATIONAL MUN ETF$1.43M
- Class
- NATIONAL MUN ETF
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 316 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1787663
- File number
- 028-19585
- Options
- 0 call, 1 put
- In the 25 largest
- 75.2%
- Prior quarter
- $618M at 31 March 2026
- Positions opened
- 113
- Positions closed
- 13
Common questions
What are RiversEdge Advisors’ 13F holdings worth?
$759 million across 316 positions for the quarter ended 30 June 2026.
What is RiversEdge Advisors’ largest 13F holding?
VANGUARD INDEX FDS (VALUE ETF) was the largest position at $86.4 million, or 11.4% of reported 13F value, as of 30 June 2026.
How concentrated is RiversEdge Advisors’ 13F portfolio?
The ten largest positions accounted for 55.5% of reported value and the twenty-five largest for 75.2%, across 316 positions as of 30 June 2026.
Does Form 13F show everything RiversEdge Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does RiversEdge Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.