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CIK 0001787663 • 6 13F filings • May 1, 2025 – Jul 16, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $485K | 0.1% | 3,657 SH | |
| ABBVIE INC | COM | $770K | 0.2% | 3,677 SH | |
| ADOBE INC | COM | $207K | 0.0% | 539 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $479K | 0.1% | 3,626 SH | |
| ALPHABET INC | CAP STK CL A | $1.4M | 0.3% | 8,892 SH | |
| ALPHABET INC | CAP STK CL C | $917K | 0.2% | 5,871 SH | |
| AMAZON COM INC | COM | $1.3M | 0.3% | 6,784 SH | |
| AMBEV SA | SPONSORED ADR | $45K | 0.0% | 19,394 SH | |
| APPLE INC | COM | $19.7M | 4.4% | 88,574 SH | |
| ASML HOLDING N V | N Y REGISTRY SHS | $354K | 0.1% | 534 SH | |
| ASTRAZENECA PLC | SPONSORED ADR | $331K | 0.1% | 4,502 SH | |
| AT&T INC | COM | $337K | 0.1% | 11,924 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $307K | 0.1% | 1,004 SH | |
| BANCO BRADESCO S A | SP ADR PFD NEW | $55K | 0.0% | 24,584 SH | |
| BANCO SANTANDER S.A. | ADR | $147K | 0.0% | 21,943 SH | |
| BANK AMERICA CORP | COM | $407K | 0.1% | 9,759 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.3M | 0.3% | 2,357 SH | |
| BLACKSTONE INC | COM | $201K | 0.0% | 1,439 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $331K | 0.1% | 5,435 SH | |
| BROADCOM INC | COM | $529K | 0.1% | 3,162 SH | |
| CHEVRON CORP NEW | COM | $692K | 0.2% | 4,135 SH | |
| CITIGROUP INC | COM NEW | $239K | 0.1% | 3,362 SH | |
| COCA COLA CO | COM | $308K | 0.1% | 4,304 SH | |
| CONOCOPHILLIPS | COM | $279K | 0.1% | 2,657 SH | |
| COSTCO WHSL CORP NEW | COM | $951K | 0.2% | 1,006 SH | |
| DEVON ENERGY CORP NEW | COM | $397K | 0.1% | 10,628 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $921K | 0.2% | 23,393 SH | |
| EATON CORP PLC | SHS | $230K | 0.1% | 846 SH | |
| ELI LILLY & CO | COM | $310K | 0.1% | 375 SH | |
| EXXON MOBIL CORP | COM | $429K | 0.1% | 3,606 SH | |
| GENUINE PARTS CO | COM | $201K | 0.0% | 1,688 SH | |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $2.1M | 0.5% | 56,632 SH | |
| HARBOR ETF TRUST | INTERNATNAL COMP | $783K | 0.2% | 29,510 SH | |
| HARTFORD INSURANCE GROUP INC | COM | $208K | 0.0% | 1,680 SH | |
| HOME DEPOT INC | COM | $442K | 0.1% | 1,207 SH | |
| HSBC HLDGS PLC | SPON ADR NEW | $352K | 0.1% | 6,124 SH | |
| HURON CONSULTING GROUP INC | COM | $320K | 0.1% | 2,234 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $429K | 0.1% | 867 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $23.5M | 5.2% | 135,882 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $2.9M | 0.7% | 62,521 SH | |
| ISHARES INC | CORE MSCI EMKT | $218K | 0.0% | 4,032 SH | |
| ISHARES INC | MSCI EMRG CHN | $4.8M | 1.1% | 86,839 SH | |
| ISHARES TR | BROAD USD HIGH | $1.9M | 0.4% | 50,512 SH | |
| ISHARES TR | CORE MSCI EAFE | $20.0M | 4.5% | 264,431 SH | |
| ISHARES TR | CORE MSCI INTL | $35.3M | 7.9% | 511,906 SH | |
| ISHARES TR | CORE S&P SCP ETF | $6.7M | 1.5% | 64,547 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.8M | 0.4% | 3,194 SH | |
| ISHARES TR | MSCI EAFE ETF | $278K | 0.1% | 3,405 SH | |
| ISHARES TR | NATIONAL MUN ETF | $1.9M | 0.4% | 18,015 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $303K | 0.1% | 839 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $897K | 0.2% | 3,509 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $1.2M | 0.3% | 12,754 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $431K | 0.1% | 4,083 SH | |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $1.2M | 0.3% | 24,582 SH | |
| JOHNSON & JOHNSON | COM | $704K | 0.2% | 4,244 SH | |
| JPMORGAN CHASE & CO. | COM | $714K | 0.2% | 2,911 SH | |
| LINCOLN ELEC HLDGS INC | COM | $350K | 0.1% | 1,850 SH | |
| LINDE PLC | SHS | $225K | 0.1% | 483 SH | |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | $89K | 0.0% | 23,247 SH | |
| MARRIOTT INTL INC NEW | CL A | $257K | 0.1% | 1,080 SH | |
| MASTERCARD INCORPORATED | CL A | $372K | 0.1% | 678 SH | |
| MCDONALDS CORP | COM | $637K | 0.1% | 2,038 SH | |
| META PLATFORMS INC | CL A | $957K | 0.2% | 1,660 SH | |
| MICROSOFT CORP | COM | $2.5M | 0.6% | 6,575 SH | |
| MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | $194K | 0.0% | 14,241 SH | |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | $101K | 0.0% | 18,247 SH | |
| MOODYS CORP | COM | $922K | 0.2% | 1,979 SH | |
| NETFLIX INC | COM | $356K | 0.1% | 382 SH | |
| NOVARTIS AG | SPONSORED ADR | $264K | 0.1% | 2,367 SH | |
| NOVO-NORDISK A S | ADR | $257K | 0.1% | 3,703 SH | |
| NVIDIA CORPORATION | COM | $2.4M | 0.5% | 22,376 SH | |
| ORACLE CORP | COM | $202K | 0.0% | 1,446 SH | |
| OREILLY AUTOMOTIVE INC | COM | $266K | 0.1% | 186 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $1.7M | 0.4% | 20,555 SH | |
| ROYAL BK CDA | COM | $209K | 0.0% | 1,854 SH | |
| SALESFORCE INC | COM | $218K | 0.0% | 814 SH | |
| SAP SE | SPON ADR | $384K | 0.1% | 1,432 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $310K | 0.1% | 11,247 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $22.2M | 5.0% | 1,123,658 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.1M | 0.5% | 78,537 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $25.3M | 5.6% | 1,145,220 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $6.9M | 1.5% | 293,045 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $867K | 0.2% | 17,398 SH | |
| SHELL PLC | SPON ADS | $345K | 0.1% | 4,711 SH | |
| SONY GROUP CORP | SPONSORED ADR | $237K | 0.1% | 9,321 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $4.5M | 1.0% | 113,810 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $293K | 0.1% | 524 SH | |
| SPDR SER TR | NUVEEN BLMBRG SH | $564K | 0.1% | 11,845 SH | |
| SPDR SER TR | NUVEEN BLOOMBERG | $2.5M | 0.6% | 99,030 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $455K | 0.1% | 6,915 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $28.9M | 6.4% | 359,669 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $27.7M | 6.2% | 542,275 SH | |
| SPDR SER TR | SSGA US LRG ETF | $1.0M | 0.2% | 6,009 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $516K | 0.1% | 3,108 SH | |
| TESLA INC | COM | $299K | 0.1% | 1,152 SH | |
| TEXAS PACIFIC LAND CORPORATI | COM | $490K | 0.1% | 370 SH | |
| TOYOTA MOTOR CORP | ADS | $223K | 0.0% | 1,265 SH | |
| UNITEDHEALTH GROUP INC | COM | $292K | 0.1% | 558 SH | |
| VALE S A | SPONSORED ADS | $105K | 0.0% | 10,557 SH | |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $1.8M | 0.4% | 34,938 SH | |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $6.0M | 1.3% | 72,052 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $40.5M | 9.0% | 551,003 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $8.8M | 2.0% | 180,650 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $8.8M | 2.0% | 23,865 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $28.7M | 6.4% | 111,681 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $453K | 0.1% | 882 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.4M | 0.5% | 12,704 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $3.7M | 0.8% | 14,500 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $693K | 0.2% | 2,522 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $5.9M | 1.3% | 34,120 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $21.0M | 4.7% | 464,378 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $12.9M | 2.9% | 259,465 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000GRW | $4.5M | 1.0% | 24,335 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $14.3M | 3.2% | 282,293 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $1.1M | 0.3% | 2,113 SH | |
| VICTORY PORTFOLIOS II | VCSHS INTL VOLTY | $578K | 0.1% | 12,755 SH | |
| VICTORY PORTFOLIOS II | VICTORYSHARES SM | $2.7M | 0.6% | 110,540 SH | |
| VISA INC | COM CL A | $606K | 0.1% | 1,728 SH |
| 13F-HR |
| 0002085853-25-000043 |
| $596.7M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000751 | $759.1M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000754 | $511.3M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000385 | $617.7M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000562 | $448.4M | View |