RIVERSEDGE ADVISORS, LLC

Filed: 7/16/2026ACC: 0002085853-26-000751

📋 What this filing means

RIVERSEDGE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 315 equity positions with a total reported market value of $759.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

315

Positions

$759.10M

Total AUM (reported)

8.55M

Total Shares

Allocation by class

COM$151.01M19.9%

VALUE ETF$86.42M11.4%

CORE MSCI INTL$58.89M7.8%

LARGE CAP ETF$50.57M6.7%

TOTAL BND MRKT$41.64M5.5%

ST STR P500GRW$38.47M5.1%

INTL EQTY ETF$30.20M4.0%

Portfolio Concentration

Top 3$196.00M25.8%

4–10$231.13M30.4%

11–25$149.75M19.7%

Rest$182.22M24.0%

Top 3 weight

25.8%

Top 10 weight

56.3%

Voting Authority Distribution

Total shares with voting rights: 8.52M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.52M

% of voting shares100.0%

Investment Discretion (by position count)

Sole315

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings315

Rows:

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares396.55K

TypeSH

Market value$86.42M

11.38%

Sole

0.00

Shared

0.00

None

396.55K

ISHARES TR

SOLE

CORE MSCI INTL

Shares661.65K

TypeSH

Market value$58.89M

7.76%

Sole

0.00

Shared

0.00

None

661.65K

APPLE INC

SOLE

COM

Shares175.17K

TypeSH

Market value$50.69M

6.68%

Sole

0.00

Shared

0.00

None

153.77K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares147.06K

TypeSH

Market value$50.57M

6.66%

Sole

0.00

Shared

0.00

None

147.06K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares567.27K

TypeSH

Market value$41.64M

5.49%

Sole

0.00

Shared

0.00

None

567.27K

SPDR SERIES TRUST

SOLE

ST STR P500GRW

Shares323.31K

TypeSH

Market value$38.47M

5.07%

Sole

0.00

Shared

0.00

None

323.31K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares1.09M

TypeSH

Market value$30.20M

3.98%

Sole

0.00

Shared

0.00

None

1.09M

SPDR SERIES TRUST

SOLE

ST STR P500VAL

Shares455.54K

TypeSH

Market value$27.69M

3.65%

Sole

0.00

Shared

0.00

None

455.54K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares391.83K

TypeSH

Market value$23.39M

3.08%

Sole

0.00

Shared

0.00

None

391.83K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares268.89K

TypeSH

Market value$19.16M

2.52%

Sole

0.00

Shared

0.00

None

268.89K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares350.43K

TypeSH

Market value$17.72M

2.33%

Sole

0.00

Shared

0.00

None

350.43K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares188.07K

TypeSH

Market value$16.20M

2.13%

Sole

0.00

Shared

0.00

None

188.07K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares167.70K

TypeSH

Market value$16.20M

2.13%

Sole

0.00

Shared

0.00

None

167.70K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares223.37K

TypeSH

Market value$11.95M

1.57%

Sole

0.00

Shared

0.00

None

223.37K

VANGUARD ADMIRAL FDS INC

SOLE

SMLCP 600 VAL

Shares98.93K

TypeSH

Market value$11.61M

1.53%

Sole

0.00

Shared

0.00

None

98.93K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares69.09K

TypeSH

Market value$10.25M

1.35%

Sole

0.00

Shared

0.00

None

69.09K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares43.28K

TypeSH

Market value$9.21M

1.21%

Sole

0.00

Shared

0.00

None

43.28K

NVIDIA CORPORATION

SOLE

COM

Shares41.42K

TypeSH

Market value$8.29M

1.09%

Sole

0.00

Shared

0.00

None

41.42K

FIDELITY COVINGTON TRUST

SOLE

ENHANCED SML CAP

Shares159.60K

TypeSH

Market value$7.71M

1.02%

Sole

0.00

Shared

0.00

None

159.60K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares79.05K

TypeSH

Market value$7.63M

1.00%

Sole

0.00

Shared

0.00

None

79.05K

ISHARES BITCOIN TRUST ETF

SOLE

SHS BEN INT

Shares218.18K

TypeSH

Market value$7.26M

0.96%

Sole

0.00

Shared

0.00

None

218.18K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares138.24K

TypeSH

Market value$6.69M

0.88%

Sole

0.00

Shared

0.00

None

138.24K

ISHARES TR

SOLE

MSCI INTL VLU FT

Shares155.27K

TypeSH

Market value$6.49M

0.86%

Sole

0.00

Shared

0.00

None

155.27K

VANECK ETF TRUST

SOLE

REAL ASSETS ETF

Shares158.23K

TypeSH

Market value$6.28M

0.83%

Sole

0.00

Shared

0.00

None

158.23K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS2000GRW

Shares21.78K

TypeSH

Market value$6.27M

0.83%

Sole

0.00

Shared

0.00

None

21.78K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	VALUE ETF	396.55K	SH	$86.42M 11.38%	396.55K
ISHARES TRSOLE	CORE MSCI INTL	661.65K	SH	$58.89M 7.76%	661.65K
APPLE INCSOLE	COM	175.17K	SH	$50.69M 6.68%	153.77K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	147.06K	SH	$50.57M 6.66%	147.06K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	567.27K	SH	$41.64M 5.49%	567.27K
SPDR SERIES TRUSTSOLE	ST STR P500GRW	323.31K	SH	$38.47M 5.07%	323.31K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	1.09M	SH	$30.20M 3.98%	1.09M
SPDR SERIES TRUSTSOLE	ST STR P500VAL	455.54K	SH	$27.69M 3.65%	455.54K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	391.83K	SH	$23.39M 3.08%	391.83K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	268.89K	SH	$19.16M 2.52%	268.89K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	350.43K	SH	$17.72M 2.33%	350.43K
VANGUARD INDEX FDSSOLE	GROWTH ETF	188.07K	SH	$16.20M 2.13%	188.07K
ISHARES TRSOLE	CORE MSCI EAFE	167.70K	SH	$16.20M 2.13%	167.70K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	223.37K	SH	$11.95M 1.57%	223.37K
VANGUARD ADMIRAL FDS INCSOLE	SMLCP 600 VAL	98.93K	SH	$11.61M 1.53%	98.93K
ISHARES TRSOLE	CORE S&P SCP ETF	69.09K	SH	$10.25M 1.35%	69.09K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	43.28K	SH	$9.21M 1.21%	43.28K
NVIDIA CORPORATIONSOLE	COM	41.42K	SH	$8.29M 1.09%	41.42K
FIDELITY COVINGTON TRUSTSOLE	ENHANCED SML CAP	159.60K	SH	$7.71M 1.02%	159.60K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	79.05K	SH	$7.63M 1.00%	79.05K
ISHARES BITCOIN TRUST ETFSOLE	SHS BEN INT	218.18K	SH	$7.26M 0.96%	218.18K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	138.24K	SH	$6.69M 0.88%	138.24K
ISHARES TRSOLE	MSCI INTL VLU FT	155.27K	SH	$6.49M 0.86%	155.27K
VANECK ETF TRUSTSOLE	REAL ASSETS ETF	158.23K	SH	$6.28M 0.83%	158.23K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS2000GRW	21.78K	SH	$6.27M 0.83%	21.78K

Page 1 of 13

…