RIVERSEDGE ADVISORS, LLC
Long book
$617.7M
Q1 2026
Positions
216
Top-10 weight
58%
concentration
Last quarter
+11.0%
SPY +14.8%
Turnover
30%
of book per quarter
Strategy in plain words
auto-generated from filingsRIVERSEDGE ADVISORS, LLC is a wealth-management firm allocating client money, running a $617.7M US long book across 216 positions.
The portfolio is concentrated: the top 10 names carry 58% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: VANGUARD VALUE ETF, ISHARES CORE MSCI DEV MKTS, VANGUARD LARGE-CAP ETF, VANGUARD TOTAL BOND MARKET, SS SPDR P S&P 500 GROWTH ETF.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.9%
Q2 2024
+6.4%
Q3 2024
-1.2%
Q4 2024
-1.3%
Q1 2025
+8.7%
Q2 2025
+7.6%
Q3 2025
+2.2%
Q4 2025
-2.2%
Q1 2026
+11.0%
Sector allocation
Technology 50%
Industrials 11%
Financials 10%
Healthcare 8%
Consumer discretionary 7%
Energy 5%
Services media 4%
Utilities 1%
Long book by quarter
What does RIVERSEDGE ADVISORS, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 92.5K | $23.5M | 3.8% | -1.9% |
| NVDA NVIDIA CORP | Technology | 35.6K | $6.2M | 1.0% | +2.7% |
| GOOGL ALPHABET INC-CL A | Technology | 13.1K | $3.8M | 0.6% | +0.8% |
| MSFT MICROSOFT CORP | Technology | 9.8K | $3.6M | 0.6% | -10.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 16.7K | $3.5M | 0.6% | +28.1% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 22.5K | $3.3M | 0.5% | +0.5% |
| GOOG ALPHABET INC-CL C | Technology | 9.3K | $2.7M | 0.4% | -0.6% |
| AVGO BROADCOM INC | Technology | 6.3K | $1.9M | 0.3% | +10.7% |
| TSLA TESLA INC | Industrials | 4.9K | $1.8M | 0.3% | +34.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 6.0K | $1.5M | 0.2% | +1.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.4K | $1.4M | 0.2% | +49.7% |
| META META PLATFORMS INC-CLASS A | Technology | 2.3K | $1.3M | 0.2% | +4.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.8K | $1.3M | 0.2% | -11.2% |
| CVX CHEVRON CORP | Energy | 5.3K | $1.1M | 0.2% | +27.1% |
| XOM EXXON MOBIL CORP | Energy | 6.4K | $1.1M | 0.2% | +28.2% |
| MCO MOODY'S CORP | Services media | 2.4K | $1.0M | 0.2% | +16.0% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 17.0K | $1.0M | 0.2% | +8.8% |
| ABBV ABBVIE INC | Healthcare | 4.6K | $1.0M | 0.2% | -2.7% |
| JPM JPMORGAN CHASE & CO | Financials | 3.3K | $982K | 0.2% | -11.8% |
| WMT WALMART INC | Consumer discretionary | 6.9K | $857K | 0.1% | +9.8% |
| MRK MERCK & CO. INC. | Healthcare | 6.5K | $785K | 0.1% | +5.0% |
| MU MICRON TECHNOLOGY INC | Technology | 2.3K | $778K | 0.1% | +1.2% |
| LLY ELI LILLY & CO | Healthcare | 823 | $757K | 0.1% | +10.0% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 565 | $746K | 0.1% | +7.8% |
| MCD MCDONALD'S CORP | Consumer discretionary | 2.3K | $712K | 0.1% | +6.0% |
| V VISA INC-CLASS A SHARES | Services media | 2.2K | $658K | 0.1% | +28.7% |
| C CITIGROUP INC | Financials | 5.8K | $656K | 0.1% | -1.0% |
| DVN DEVON ENERGY CORP | Energy | 12.0K | $602K | 0.1% | +2.4% |
| LRCX LAM RESEARCH CORP | Industrials | 2.8K | $588K | 0.1% | +10.8% |
| EXPE EXPEDIA GROUP INC | Industrials | 2.5K | $573K | 0.1% | +2.2% |
| AZN ASTRAZENECA PLC | Healthcare | 2.8K | $545K | 0.1% | New |
| CB CHUBB LTD | Financials | 1.7K | $544K | 0.1% | -3.4% |
| LECO LINCOLN ELECTRIC HOLDINGS | Industrials | 2.1K | $534K | 0.1% | +0.4% |
| TJX TJX COMPANIES INC | Consumer discretionary | 3.3K | $530K | 0.1% | +6.6% |
| NFLX NETFLIX INC | Services media | 5.5K | $525K | 0.1% | +22.6% |
| GE GENERAL ELECTRIC | Industrials | 1.8K | $522K | 0.1% | +7.2% |
| FDX FEDEX CORP | Industrials | 1.5K | $519K | 0.1% | +2.8% |
| FIX COMFORT SYSTEMS USA INC | Industrials | 370 | $510K | 0.1% | +0.5% |
| TPL TEXAS PACIFIC LAND CORP | Financials | 1.1K | $506K | 0.1% | Held |
| BAC BANK OF AMERICA CORP | Financials | 10.2K | $499K | 0.1% | -20.4% |
| EIX EDISON INTERNATIONAL | Utilities | 6.8K | $497K | 0.1% | +3.6% |
| PCG P G & E CORP | Utilities | 27.7K | $487K | 0.1% | +25.2% |
| LMT LOCKHEED MARTIN CORP | Industrials | 780 | $471K | 0.1% | +1.0% |
| FTI TECHNIPFMC PLC | Industrials | 6.8K | $470K | 0.1% | +0.5% |
| ABT ABBOTT LABORATORIES | Healthcare | 4.5K | $457K | 0.1% | +19.8% |
| HCA HCA HEALTHCARE INC | Healthcare | 961 | $455K | 0.1% | +1.3% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 985 | $454K | 0.1% | +9.3% |
| TRV TRAVELERS COS INC/THE | Financials | 1.5K | $451K | 0.1% | -0.5% |
| GEV GE VERNOVA INC | Industrials | 510 | $445K | 0.1% | +35.6% |
| T AT&T INC | Communications | 15.3K | $443K | 0.1% | +12.0% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 16, 2026 | 216 | $617.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 7, 2026 | 214 | $615.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 9, 2025 | 198 | $596.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 9, 2025 | 126 | $511.3M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 1, 2025 | 118 | $448.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 15, 2025 | 100 | $442.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 16, 2024 | 100 | $440.9M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 26, 2024 | 92 | $410.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 30, 2024 | 88 | $405.7M | canonical | SEC ↗ |