RIVERSEDGE ADVISORS, LLC

Filed: 1/7/2026ACC: 0002085853-26-000017

📋 What this filing means

RIVERSEDGE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 214 equity positions with a total reported market value of $615.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

214

Positions

$615.03M

Total AUM (reported)

7.20M

Total Shares

Allocation by class

COM$83.40M13.6%

LARGE CAP ETF$83.09M13.5%

STATE STREET SPD$64.97M10.6%

CORE MSCI INTL$56.06M9.1%

TOTAL BND MRKT$49.62M8.1%

S&P500 EQL WGT$29.11M4.7%

INTL EQTY ETF$26.59M4.3%

Portfolio Concentration

Top 3$188.78M30.7%

4–10$187.82M30.5%

11–25$135.77M22.1%

Rest$102.67M16.7%

Top 3 weight

30.7%

Top 10 weight

61.2%

Voting Authority Distribution

Total shares with voting rights: 7.20M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.20M

% of voting shares100.0%

Investment Discretion (by position count)

Sole214

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings214

Rows:

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares263.96K

TypeSH

Market value$83.09M

13.51%

Sole

0.00

Shared

0.00

None

263.96K

ISHARES TR

SOLE

CORE MSCI INTL

Shares679.74K

TypeSH

Market value$56.06M

9.12%

Sole

0.00

Shared

0.00

None

679.74K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares669.86K

TypeSH

Market value$49.62M

8.07%

Sole

0.00

Shared

0.00

None

669.86K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares341.22K

TypeSH

Market value$36.41M

5.92%

Sole

0.00

Shared

0.00

None

341.22K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares151.99K

TypeSH

Market value$29.11M

4.73%

Sole

0.00

Shared

0.00

None

151.99K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares1.11M

TypeSH

Market value$26.59M

4.32%

Sole

0.00

Shared

0.00

None

1.11M

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares493.82K

TypeSH

Market value$26.55M

4.32%

Sole

0.00

Shared

0.00

None

493.82K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares465.71K

TypeSH

Market value$26.46M

4.30%

Sole

0.00

Shared

0.00

None

465.71K

APPLE INC

SOLE

COM

Shares94.29K

TypeSH

Market value$25.63M

4.17%

Sole

0.00

Shared

0.00

None

94.29K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares273.12K

TypeSH

Market value$17.06M

2.77%

Sole

0.00

Shared

0.00

None

273.12K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares141.41K

TypeSH

Market value$17.00M

2.76%

Sole

0.00

Shared

0.00

None

141.41K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares323.99K

TypeSH

Market value$16.29M

2.65%

Sole

0.00

Shared

0.00

None

323.99K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares174.72K

TypeSH

Market value$15.63M

2.54%

Sole

0.00

Shared

0.00

None

174.72K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares29.86K

TypeSH

Market value$14.57M

2.37%

Sole

0.00

Shared

0.00

None

29.86K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares55.86K

TypeSH

Market value$10.67M

1.73%

Sole

0.00

Shared

0.00

None

55.86K

VANGUARD ADMIRAL FDS INC

SOLE

SMLCP 600 VAL

Shares101.53K

TypeSH

Market value$9.93M

1.61%

Sole

0.00

Shared

0.00

None

101.53K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares191.28K

TypeSH

Market value$9.24M

1.50%

Sole

0.00

Shared

0.00

None

191.28K

GRAYSCALE BITCOIN MINI TR ET

SOLE

SHS NEW

Shares196.58K

TypeSH

Market value$7.61M

1.24%

Sole

0.00

Shared

0.00

None

196.58K

NVIDIA CORPORATION

SOLE

COM

Shares34.71K

TypeSH

Market value$6.47M

1.05%

Sole

0.00

Shared

0.00

None

34.71K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS2000GRW

Shares22.65K

TypeSH

Market value$5.35M

0.87%

Sole

0.00

Shared

0.00

None

22.65K

MICROSOFT CORP

SOLE

COM

Shares10.95K

TypeSH

Market value$5.29M

0.86%

Sole

0.00

Shared

0.00

None

10.95K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares107.59K

TypeSH

Market value$5.04M

0.82%

Sole

0.00

Shared

0.00

None

107.59K

GRAYSCALE COINDESK CRYPTO

SOLE

USD SHS

Shares112.31K

TypeSH

Market value$4.64M

0.75%

Sole

0.00

Shared

0.00

None

112.31K

ALPHABET INC

SOLE

CAP STK CL A

Shares12.96K

TypeSH

Market value$4.06M

0.66%

Sole

0.00

Shared

0.00

None

12.96K

PALANTIR TECHNOLOGIES INC

SOLE

CL A

Shares22.41K

TypeSH

Market value$3.98M

0.65%

Sole

0.00

Shared

0.00

None

22.41K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	263.96K	SH	$83.09M 13.51%	263.96K
ISHARES TRSOLE	CORE MSCI INTL	679.74K	SH	$56.06M 9.12%	679.74K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	669.86K	SH	$49.62M 8.07%	669.86K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	341.22K	SH	$36.41M 5.92%	341.22K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	151.99K	SH	$29.11M 4.73%	151.99K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	1.11M	SH	$26.59M 4.32%	1.11M
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	493.82K	SH	$26.55M 4.32%	493.82K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	465.71K	SH	$26.46M 4.30%	465.71K
APPLE INCSOLE	COM	94.29K	SH	$25.63M 4.17%	94.29K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	273.12K	SH	$17.06M 2.77%	273.12K
ISHARES TRSOLE	CORE S&P SCP ETF	141.41K	SH	$17.00M 2.76%	141.41K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	323.99K	SH	$16.29M 2.65%	323.99K
ISHARES TRSOLE	CORE MSCI EAFE	174.72K	SH	$15.63M 2.54%	174.72K
VANGUARD INDEX FDSSOLE	GROWTH ETF	29.86K	SH	$14.57M 2.37%	29.86K
VANGUARD INDEX FDSSOLE	VALUE ETF	55.86K	SH	$10.67M 1.73%	55.86K
VANGUARD ADMIRAL FDS INCSOLE	SMLCP 600 VAL	101.53K	SH	$9.93M 1.61%	101.53K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	191.28K	SH	$9.24M 1.50%	191.28K
GRAYSCALE BITCOIN MINI TR ETSOLE	SHS NEW	196.58K	SH	$7.61M 1.24%	196.58K
NVIDIA CORPORATIONSOLE	COM	34.71K	SH	$6.47M 1.05%	34.71K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS2000GRW	22.65K	SH	$5.35M 0.87%	22.65K
MICROSOFT CORPSOLE	COM	10.95K	SH	$5.29M 0.86%	10.95K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	107.59K	SH	$5.04M 0.82%	107.59K
GRAYSCALE COINDESK CRYPTOSOLE	USD SHS	112.31K	SH	$4.64M 0.75%	112.31K
ALPHABET INCSOLE	CAP STK CL A	12.96K	SH	$4.06M 0.66%	12.96K
PALANTIR TECHNOLOGIES INCSOLE	CL A	22.41K	SH	$3.98M 0.65%	22.41K

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