RIVERSEDGE ADVISORS, LLC

Filed: 4/16/2026ACC: 0002085853-26-000385

📋 What this filing means

RIVERSEDGE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 216 equity positions with a total reported market value of $617.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

216

Positions

$617.74M

Total AUM (reported)

7.83M

Total Shares

Allocation by class

COM$83.88M13.6%

VALUE ETF$73.58M11.9%

STATE STREET SPD$65.26M10.6%

CORE MSCI INTL$52.52M8.5%

LARGE CAP ETF$44.11M7.1%

TOTAL BND MRKT$40.84M6.6%

INTL EQTY ETF$26.97M4.4%

Portfolio Concentration

Top 3$170.21M27.6%

4–10$187.66M30.4%

11–25$138.53M22.4%

Rest$121.34M19.6%

Top 3 weight

27.6%

Top 10 weight

57.9%

Voting Authority Distribution

Total shares with voting rights: 7.83M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.83M

% of voting shares100.0%

Investment Discretion (by position count)

Sole216

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings216

Rows:

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares375.04K

TypeSH

Market value$73.58M

11.91%

Sole

0.00

Shared

0.00

None

375.04K

ISHARES TR

SOLE

CORE MSCI INTL

Shares628.47K

TypeSH

Market value$52.52M

8.50%

Sole

0.00

Shared

0.00

None

628.47K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares147.59K

TypeSH

Market value$44.11M

7.14%

Sole

0.00

Shared

0.00

None

147.59K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares554.61K

TypeSH

Market value$40.84M

6.61%

Sole

0.00

Shared

0.00

None

554.61K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares330.32K

TypeSH

Market value$32.34M

5.24%

Sole

0.00

Shared

0.00

None

330.32K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares1.09M

TypeSH

Market value$26.97M

4.37%

Sole

0.00

Shared

0.00

None

1.09M

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares458.39K

TypeSH

Market value$25.94M

4.20%

Sole

0.00

Shared

0.00

None

458.39K

APPLE INC

SOLE

COM

Shares92.53K

TypeSH

Market value$23.48M

3.80%

Sole

0.00

Shared

0.00

None

92.53K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares381.77K

TypeSH

Market value$20.63M

3.34%

Sole

0.00

Shared

0.00

None

381.77K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares272.43K

TypeSH

Market value$17.46M

2.83%

Sole

0.00

Shared

0.00

None

272.43K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares330.13K

TypeSH

Market value$16.47M

2.67%

Sole

0.00

Shared

0.00

None

330.13K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares170.73K

TypeSH

Market value$15.46M

2.50%

Sole

0.00

Shared

0.00

None

170.73K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares30.79K

TypeSH

Market value$13.45M

2.18%

Sole

0.00

Shared

0.00

None

30.79K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares221.43K

TypeSH

Market value$11.91M

1.93%

Sole

0.00

Shared

0.00

None

221.43K

GRAYSCALE BITCOIN MINI TR ET

SOLE

SHS NEW

Shares370.05K

TypeSH

Market value$11.10M

1.80%

Sole

0.00

Shared

0.00

None

370.05K

VANGUARD ADMIRAL FDS INC

SOLE

SMLCP 600 VAL

Shares100.24K

TypeSH

Market value$10.20M

1.65%

Sole

0.00

Shared

0.00

None

100.24K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares67.08K

TypeSH

Market value$8.34M

1.35%

Sole

0.00

Shared

0.00

None

67.08K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares43.28K

TypeSH

Market value$8.31M

1.34%

Sole

0.00

Shared

0.00

None

43.28K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares82.77K

TypeSH

Market value$6.67M

1.08%

Sole

0.00

Shared

0.00

None

82.77K

VANECK ETF TRUST

SOLE

REAL ASSETS ETF

Shares159.70K

TypeSH

Market value$6.50M

1.05%

Sole

0.00

Shared

0.00

None

159.70K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares134.06K

TypeSH

Market value$6.44M

1.04%

Sole

0.00

Shared

0.00

None

134.06K

FIDELITY COVINGTON TRUST

SOLE

ENHANCED SMALL

Shares169.19K

TypeSH

Market value$6.43M

1.04%

Sole

0.00

Shared

0.00

None

169.19K

NVIDIA CORPORATION

SOLE

COM

Shares35.65K

TypeSH

Market value$6.22M

1.01%

Sole

0.00

Shared

0.00

None

35.65K

ISHARES TR

SOLE

MSCI INTL VLU FT

Shares150.01K

TypeSH

Market value$5.95M

0.96%

Sole

0.00

Shared

0.00

None

150.01K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS2000GRW

Shares22.24K

TypeSH

Market value$5.09M

0.82%

Sole

0.00

Shared

0.00

None

22.24K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	VALUE ETF	375.04K	SH	$73.58M 11.91%	375.04K
ISHARES TRSOLE	CORE MSCI INTL	628.47K	SH	$52.52M 8.50%	628.47K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	147.59K	SH	$44.11M 7.14%	147.59K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	554.61K	SH	$40.84M 6.61%	554.61K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	330.32K	SH	$32.34M 5.24%	330.32K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	1.09M	SH	$26.97M 4.37%	1.09M
SPDR SERIES TRUSTSOLE	STATE STREET SPD	458.39K	SH	$25.94M 4.20%	458.39K
APPLE INCSOLE	COM	92.53K	SH	$23.48M 3.80%	92.53K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	381.77K	SH	$20.63M 3.34%	381.77K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	272.43K	SH	$17.46M 2.83%	272.43K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	330.13K	SH	$16.47M 2.67%	330.13K
ISHARES TRSOLE	CORE MSCI EAFE	170.73K	SH	$15.46M 2.50%	170.73K
VANGUARD INDEX FDSSOLE	GROWTH ETF	30.79K	SH	$13.45M 2.18%	30.79K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	221.43K	SH	$11.91M 1.93%	221.43K
GRAYSCALE BITCOIN MINI TR ETSOLE	SHS NEW	370.05K	SH	$11.10M 1.80%	370.05K
VANGUARD ADMIRAL FDS INCSOLE	SMLCP 600 VAL	100.24K	SH	$10.20M 1.65%	100.24K
ISHARES TRSOLE	CORE S&P SCP ETF	67.08K	SH	$8.34M 1.35%	67.08K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	43.28K	SH	$8.31M 1.34%	43.28K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	82.77K	SH	$6.67M 1.08%	82.77K
VANECK ETF TRUSTSOLE	REAL ASSETS ETF	159.70K	SH	$6.50M 1.05%	159.70K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	134.06K	SH	$6.44M 1.04%	134.06K
FIDELITY COVINGTON TRUSTSOLE	ENHANCED SMALL	169.19K	SH	$6.43M 1.04%	169.19K
NVIDIA CORPORATIONSOLE	COM	35.65K	SH	$6.22M 1.01%	35.65K
ISHARES TRSOLE	MSCI INTL VLU FT	150.01K	SH	$5.95M 0.96%	150.01K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS2000GRW	22.24K	SH	$5.09M 0.82%	22.24K

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