2026 Q2 Portfolio Activity
In 2026 Q2, RIVERSEDGE ADVISORS, LLC maintained a portfolio of 329 distinct positions. The most significant new addition was SNOWFLAKE INC, now representing 0.08% of the total fund value. They heavily accumulated shares in APPLE INC, increasing the position by 66.2%. The fund also reduced its exposure to APPLE INC by 76.9%.
Position History
hover any row below to update
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Total Positions
329
Quarter
2026 Q2
Top Holding
VTV (11.4%)
Top 10 Concentration
55.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 329
RIVERSEDGE ADVISORS, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTV
VANGUARD INDEX ...
|
ETF | 11.38% | 11.91% |
#1
Prev: #1
|
8.0 |
—
|
21,512 | 5.7% |
P
S
|
396,548 | $86,419,717 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 7.76% | 8.50% |
#2
Prev: #2
|
6.6 |
—
|
33,185 | 5.3% |
P
S
|
661,655 | $58,893,878 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 6.66% | 7.14% |
#3
Prev: #3
|
4.2 |
—
|
-535 | -0.4% |
P
S
|
147,058 | $50,574,627 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
AAPL
APPLE INC
|
Technology | 5.86% | 3.80% |
#4
4
Prev: #8
|
5.8 |
—
|
61,236 | 66.2% |
P
S
|
153,766 | $44,493,598 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BND
VANGUARD BD IND...
|
ETF | 5.49% | 6.61% |
#5
1
Prev: #4
|
3.2 |
—
|
12,665 | 2.3% |
P
S
|
567,270 | $41,643,301 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 5.07% | 5.24% |
#6
1
Prev: #5
|
2.5 |
—
|
-7,006 | -2.1% |
P
S
|
323,310 | $38,470,707 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 3.98% | 4.37% |
#7
1
Prev: #6
|
2.1 |
—
|
761 | 0.1% |
P
S
|
1,090,363 | $30,203,064 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 3.65% | 4.20% |
#8
1
Prev: #7
|
2.0 |
—
|
-2,844 | -0.6% |
P
S
|
455,543 | $27,692,475 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.08% | 3.34% |
#9
Prev: #9
|
1.7 |
—
|
10,065 | 2.6% |
P
S
|
391,831 | $23,388,401 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 2.52% | 2.83% |
#10
Prev: #10
|
1.5 |
—
|
-3,532 | -1.3% |
P
S
|
268,893 | $19,158,620 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 2.33% | 2.67% |
#11
Prev: #11
|
2.9 |
—
|
20,296 | 6.1% |
P
S
|
350,427 | $17,724,623 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 2.13% | 2.18% |
#12
1
Prev: #13
|
3.9 |
—
|
157,276 | 510.8% |
P
S
|
188,068 | $16,200,162 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IEFA
ISHARES TR
|
ETF | 2.13% | 2.50% |
#13
1
Prev: #12
|
1.4 |
—
|
-3,035 | -1.8% |
P
S
|
167,699 | $16,196,383 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
JBND
J P MORGAN EXCH...
|
Bond/Debt | 1.57% | 1.93% |
#14
Prev: #14
|
1.1 |
—
|
1,935 | 0.9% |
P
S
|
223,369 | $11,950,242 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VIOV
VANGUARD ADMIRA...
|
ETF | 1.53% | 1.65% |
#15
1
Prev: #16
|
1.1 |
—
|
-1,308 | -1.3% |
P
S
|
98,928 | $11,607,193 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IJR
ISHARES TR
|
ETF | 1.35% | 1.35% |
#16
1
Prev: #17
|
1.0 |
—
|
2,016 | 3.0% |
P
S
|
69,094 | $10,247,388 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.21% | 1.34% |
#17
1
Prev: #18
|
1.0 |
—
|
1 | 0.0% |
P
S
|
43,283 | $9,209,279 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.09% | 1.01% |
#18
5
Prev: #23
|
2.4 |
—
|
5,773 | 16.2% |
P
S
|
41,423 | $8,288,274 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
FESM
FIDELITY COVING...
|
Unknown | 1.02% | 1.04% |
#19
3
Prev: #22
|
0.9 |
—
|
-9,589 | -5.7% |
P
S
|
159,597 | $7,706,955 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 1.00% | 1.08% |
#20
1
Prev: #19
|
0.9 |
—
|
-3,723 | -4.5% |
P
S
|
79,048 | $7,627,313 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.96% | 0.26% |
#21
20
Prev: #41
|
3.4 |
—
|
175,819 | 415.1% |
P
S
|
218,175 | $7,263,046 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.88% | 1.04% |
#22
1
Prev: #21
|
0.9 |
—
|
4,177 | 3.1% |
P
S
|
138,239 | $6,694,896 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IVLU
ISHARES TR
|
Bond/Debt | 0.86% | 0.96% |
#23
1
Prev: #24
|
0.8 |
—
|
5,259 | 3.5% |
P
S
|
155,273 | $6,493,528 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
RAAX
VANECK ETF TRUS...
|
ETF | 0.83% | 1.05% |
#24
4
Prev: #20
|
0.8 |
—
|
-1,470 | -0.9% |
P
S
|
158,232 | $6,277,063 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VTWG
VANGUARD SCOTTS...
|
ETF | 0.83% | 0.82% |
#25
Prev: #25
|
0.8 |
—
|
-453 | -2.0% |
P
S
|
21,783 | $6,266,511 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
AAPL
PUT
APPLE INC
|
PUT Option | 0.82% | — |
#26
Prev: #—
|
3.8 |
—
|
21,400 | — |
NEW
|
21,400 | $6,192,304 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.72% | 0.81% |
#27
1
Prev: #26
|
0.8 |
—
|
-202 | -0.2% |
P
S
|
106,044 | $5,490,946 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.64% | 0.61% |
#28
1
Prev: #27
|
0.8 |
—
|
551 | 4.2% |
P
S
|
13,609 | $4,863,337 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.62% | 0.59% |
#29
1
Prev: #28
|
2.7 |
—
|
2,910 | 29.7% |
P
S
|
12,697 | $4,736,362 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.61% | 0.56% |
#30
1
Prev: #29
|
2.2 |
—
|
2,838 | 17.0% |
P
S
|
19,545 | $4,658,438 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 0.51% | 0.52% |
#31
Prev: #31
|
0.7 |
—
|
-112 | -1.0% |
P
S
|
10,585 | $3,870,839 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.51% | 0.43% |
#32
1
Prev: #33
|
2.2 |
—
|
1,641 | 17.7% |
P
S
|
10,917 | $3,857,174 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BTC
GRAYSCALE BITCO...
|
Unknown | 0.48% | 1.80% |
#33
18
Prev: #15
|
0.2 |
—
|
-228,399 | -61.7% |
P
S
|
141,650 | $3,675,818 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
JPIB
J P MORGAN EXCH...
|
Bond/Debt | 0.39% | 0.47% |
#34
2
Prev: #32
|
0.7 |
—
|
1,097 | 1.8% |
P
S
|
61,246 | $2,961,244 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 0.37% | 0.39% |
#35
1
Prev: #34
|
0.6 |
—
|
523 | 0.7% |
P
S
|
80,108 | $2,788,568 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.36% | 0.13% |
#36
28
Prev: #64
|
0.6 |
—
|
96 | 4.2% |
P
S
|
2,399 | $2,769,142 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.34% | 0.53% |
#37
7
Prev: #30
|
0.6 |
—
|
-221 | -1.0% |
P
S
|
22,301 | $2,601,858 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.34% | 0.31% |
#38
2
Prev: #36
|
2.1 |
—
|
581 | 9.3% |
P
S
|
6,847 | $2,586,552 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.30% | 0.29% |
#39
Prev: #39
|
2.1 |
—
|
476 | 9.8% |
P
S
|
5,336 | $2,244,322 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.29% | 0.27% |
#40
Prev: #40
|
0.6 |
—
|
-251 | -5.2% |
P
S
|
4,611 | $2,202,075 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IVV
ISHARES TR
|
ETF | 0.29% | 0.35% |
#41
6
Prev: #35
|
0.6 |
—
|
-380 | -11.5% |
P
S
|
2,911 | $2,180,023 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.25% | 0.23% |
#42
3
Prev: #45
|
3.1 |
—
|
14,002 | 699.8% |
P
S
|
16,003 | $1,912,670 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.25% | 0.31% |
#43
6
Prev: #37
|
0.6 |
—
|
-865 | -9.9% |
P
S
|
7,836 | $1,903,950 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
USHY
ISHARES TR
|
ETF | 0.24% | 0.29% |
#44
6
Prev: #38
|
0.6 |
—
|
-863 | -1.8% |
P
S
|
48,315 | $1,788,638 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.23% | 0.21% |
#45
3
Prev: #48
|
2.6 |
—
|
707 | 25.6% |
P
S
|
3,469 | $1,735,853 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IVW
ISHARES TR
|
Warrant | 0.22% | 0.23% |
#46
3
Prev: #43
|
0.6 |
—
|
-956 | -7.5% |
P
S
|
11,871 | $1,632,651 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.21% | 0.16% |
#47
11
Prev: #58
|
2.6 |
—
|
1,584 | 47.5% |
P
S
|
4,921 | $1,610,766 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.21% | 0.22% |
#48
1
Prev: #47
|
2.6 |
—
|
507 | 21.8% |
P
S
|
2,838 | $1,598,617 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.21% | 0.24% |
#49
7
Prev: #42
|
0.6 |
—
|
225 | 3.7% |
P
S
|
6,231 | $1,582,373 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
MUB
ISHARES TR
|
ETF | 0.19% | 0.23% |
#50
6
Prev: #44
|
0.6 |
—
|
64 | 0.5% |
P
S
|
13,253 | $1,426,314 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 |
Showing 1-50 of 329 holdings