RIVERSEDGE ADVISORS, LLC

Filed: 10/9/2025ACC: 0002085853-25-000043

📋 What this filing means

RIVERSEDGE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 198 equity positions with a total reported market value of $596.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

198

Positions

$596.69M

Total AUM (reported)

7.58M

Total Shares

Allocation by class

COM$74.37M12.5%

LARGE CAP ETF$71.26M11.9%

CORE MSCI INTL$51.09M8.6%

TOTAL BND MRKT$44.83M7.5%

PRTFLO S&P500 GW$36.21M6.1%

FTSE EMR MKT ETF$28.98M4.9%

PRTFLO S&P500 VL$26.66M4.5%

Portfolio Concentration

Top 3$167.18M28.0%

4–10$186.03M31.2%

11–25$144.62M24.2%

Rest$98.85M16.6%

Top 3 weight

28.0%

Top 10 weight

59.2%

Voting Authority Distribution

Total shares with voting rights: 7.58M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.58M

% of voting shares100.0%

Investment Discretion (by position count)

Sole198

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings198

Rows:

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares231.47K

TypeSH

Market value$71.26M

11.94%

Sole

0.00

Shared

0.00

None

231.47K

ISHARES TR

SOLE

CORE MSCI INTL

Shares637.23K

TypeSH

Market value$51.09M

8.56%

Sole

0.00

Shared

0.00

None

637.23K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares602.85K

TypeSH

Market value$44.83M

7.51%

Sole

0.00

Shared

0.00

None

602.85K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares346.52K

TypeSH

Market value$36.21M

6.07%

Sole

0.00

Shared

0.00

None

346.52K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares534.92K

TypeSH

Market value$28.98M

4.86%

Sole

0.00

Shared

0.00

None

534.92K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares481.87K

TypeSH

Market value$26.66M

4.47%

Sole

0.00

Shared

0.00

None

481.87K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares137.18K

TypeSH

Market value$26.02M

4.36%

Sole

0.00

Shared

0.00

None

137.18K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares1.11M

TypeSH

Market value$25.74M

4.31%

Sole

0.00

Shared

0.00

None

1.11M

APPLE INC

SOLE

COM

Shares92.23K

TypeSH

Market value$23.48M

3.94%

Sole

0.00

Shared

0.00

None

92.23K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares216.81K

TypeSH

Market value$18.93M

3.17%

Sole

0.00

Shared

0.00

None

216.81K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares283.72K

TypeSH

Market value$17.00M

2.85%

Sole

0.00

Shared

0.00

None

283.72K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares321.73K

TypeSH

Market value$16.11M

2.70%

Sole

0.00

Shared

0.00

None

321.73K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares29.90K

TypeSH

Market value$14.34M

2.40%

Sole

0.00

Shared

0.00

None

29.90K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares115.66K

TypeSH

Market value$13.74M

2.30%

Sole

0.00

Shared

0.00

None

115.66K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares450.56K

TypeSH

Market value$11.87M

1.99%

Sole

0.00

Shared

0.00

None

450.56K

GRAYSCALE BITCOIN MINI TR ET

SOLE

SHS NEW

Shares226.29K

TypeSH

Market value$11.46M

1.92%

Sole

0.00

Shared

0.00

None

226.29K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares54.99K

TypeSH

Market value$10.26M

1.72%

Sole

0.00

Shared

0.00

None

54.99K

VANGUARD ADMIRAL FDS INC

SOLE

SMLCP 600 VAL

Shares103.91K

TypeSH

Market value$9.89M

1.66%

Sole

0.00

Shared

0.00

None

103.91K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares177.92K

TypeSH

Market value$8.80M

1.47%

Sole

0.00

Shared

0.00

None

177.92K

NVIDIA CORPORATION

SOLE

COM

Shares32.53K

TypeSH

Market value$6.07M

1.02%

Sole

0.00

Shared

0.00

None

32.53K

MICROSOFT CORP

SOLE

COM

Shares11.50K

TypeSH

Market value$5.96M

1.00%

Sole

0.00

Shared

0.00

None

11.50K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS2000GRW

Shares23.42K

TypeSH

Market value$5.48M

0.92%

Sole

0.00

Shared

0.00

None

23.42K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares109.28K

TypeSH

Market value$5.12M

0.86%

Sole

0.00

Shared

0.00

None

109.28K

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares157.19K

TypeSH

Market value$4.39M

0.73%

Sole

0.00

Shared

0.00

None

157.19K

PALANTIR TECHNOLOGIES INC

SOLE

CL A

Shares22.75K

TypeSH

Market value$4.15M

0.70%

Sole

0.00

Shared

0.00

None

22.75K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	231.47K	SH	$71.26M 11.94%	231.47K
ISHARES TRSOLE	CORE MSCI INTL	637.23K	SH	$51.09M 8.56%	637.23K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	602.85K	SH	$44.83M 7.51%	602.85K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	346.52K	SH	$36.21M 6.07%	346.52K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	534.92K	SH	$28.98M 4.86%	534.92K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	481.87K	SH	$26.66M 4.47%	481.87K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	137.18K	SH	$26.02M 4.36%	137.18K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	1.11M	SH	$25.74M 4.31%	1.11M
APPLE INCSOLE	COM	92.23K	SH	$23.48M 3.94%	92.23K
ISHARES TRSOLE	CORE MSCI EAFE	216.81K	SH	$18.93M 3.17%	216.81K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	283.72K	SH	$17.00M 2.85%	283.72K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	321.73K	SH	$16.11M 2.70%	321.73K
VANGUARD INDEX FDSSOLE	GROWTH ETF	29.90K	SH	$14.34M 2.40%	29.90K
ISHARES TRSOLE	CORE S&P SCP ETF	115.66K	SH	$13.74M 2.30%	115.66K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	450.56K	SH	$11.87M 1.99%	450.56K
GRAYSCALE BITCOIN MINI TR ETSOLE	SHS NEW	226.29K	SH	$11.46M 1.92%	226.29K
VANGUARD INDEX FDSSOLE	VALUE ETF	54.99K	SH	$10.26M 1.72%	54.99K
VANGUARD ADMIRAL FDS INCSOLE	SMLCP 600 VAL	103.91K	SH	$9.89M 1.66%	103.91K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	177.92K	SH	$8.80M 1.47%	177.92K
NVIDIA CORPORATIONSOLE	COM	32.53K	SH	$6.07M 1.02%	32.53K
MICROSOFT CORPSOLE	COM	11.50K	SH	$5.96M 1.00%	11.50K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS2000GRW	23.42K	SH	$5.48M 0.92%	23.42K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	109.28K	SH	$5.12M 0.86%	109.28K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	157.19K	SH	$4.39M 0.73%	157.19K
PALANTIR TECHNOLOGIES INCSOLE	CL A	22.75K	SH	$4.15M 0.70%	22.75K

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