RIVERSEDGE ADVISORS, LLC

CIK 0001787663 • 6 13F filings • May 1, 2025 – Jul 16, 2026

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Filer information

Filed by: RIVERSEDGE ADVISORS, LLC, Chief Compliance Officer
Address: 600 N King Street, Ste. 200, Wilmington, DE, 19801
Phone: 302-573-6864
AUM: $615.0M

AUM over time

$813.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $511.3M126 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$497K	0.1%	3,654 SH	New
ABBVIE INC	COM	$700K	0.1%Prev: 0.2%	3,773 SH	Decreased-828 SH
ADOBE INC	COM	$224K	0.0%Prev: 0.0%	578 SH	Decreased-511 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$412K	0.1%Prev: 0.1%	3,636 SH	Decreased-738 SH
ALPHABET INC	CAP STK CL A	$1.8M	0.3%Prev: 0.6%	10,012 SH	Decreased-3,046 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.2%Prev: 0.4%	6,924 SH	Decreased-2,352 SH
AMAZON COM INC	COM	$2.1M	0.4%Prev: 0.6%	9,529 SH	Decreased-7,178 SH
AMBEV SA	SPONSORED ADR	$50K	0.0%Prev: 0.0%	20,950 SH	Decreased-987 SH
APPLE INC	COM	$17.9M	3.5%Prev: 3.8%	87,449 SH	Decreased-5,081 SH
ASML HOLDING N V	N Y REGISTRY SHS	$337K	0.1%	420 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$284K	0.1%	4,057 SH	New
AT&T INC	COM	$367K	0.1%Prev: 0.1%	12,681 SH	Decreased-2,617 SH
AUTOMATIC DATA PROCESSING IN	COM	$319K	0.1%	1,033 SH	New
AXON ENTERPRISE INC	COM	$213K	0.0%	257 SH	New
BANCO BRADESCO S A	SP ADR PFD NEW	$86K	0.0%Prev: 0.0%	27,901 SH	Decreased-4,406 SH
BANCO SANTANDER S.A.	ADR	$212K	0.0%	25,499 SH	New
BANK AMERICA CORP	COM	$502K	0.1%Prev: 0.1%	10,600 SH	Increased+374 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.2%Prev: 0.2%	2,310 SH	Decreased-452 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$230K	0.0%	3,925 SH	New
BLACKSTONE INC	COM	$260K	0.1%Prev: 0.0%	1,741 SH	Increased-162 SH
BRISTOL-MYERS SQUIBB CO	COM	$235K	0.0%Prev: 0.2%	5,066 SH	Decreased-11,921 SH
BROADCOM INC	COM	$1.1M	0.2%Prev: 0.3%	4,029 SH	Decreased-2,237 SH
CAPITAL ONE FINL CORP	COM	$366K	0.1%Prev: 0.1%	1,722 SH	Increased-7 SH
CHEVRON CORP NEW	COM	$554K	0.1%	3,869 SH	New
CITIGROUP INC	COM NEW	$337K	0.1%Prev: 0.1%	3,958 SH	Decreased-1,823 SH
COCA COLA CO	COM	$302K	0.1%Prev: 0.1%	4,262 SH	Decreased-426 SH
CONSTELLATION ENERGY CORP	COM	$302K	0.1%Prev: 0.0%	935 SH	Increased+64 SH
COSTCO WHSL CORP NEW	COM	$1.0M	0.2%	1,015 SH	New
DEVON ENERGY CORP NEW	COM	$253K	0.0%Prev: 0.1%	7,962 SH	Decreased-4,010 SH
EATON CORP PLC	SHS	$283K	0.1%Prev: 0.1%	792 SH	Decreased-198 SH
ELI LILLY & CO	COM	$228K	0.0%Prev: 0.1%	293 SH	Decreased-530 SH
EXXON MOBIL CORP	COM	$270K	0.1%Prev: 0.2%	2,508 SH	Decreased-3,911 SH
GENUINE PARTS CO	COM	$205K	0.0%	1,688 SH	New
GOLDMAN SACHS GROUP INC	COM	$258K	0.1%Prev: 0.1%	365 SH	Decreased-107 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$4.2M	0.8%Prev: 1.8%	88,934 SH	Decreased-281,115 SH
HARTFORD INSURANCE GROUP INC	COM	$261K	0.1%Prev: 0.1%	2,058 SH	Decreased-595 SH
HOME DEPOT INC	COM	$522K	0.1%Prev: 0.1%	1,425 SH	Increased+162 SH
HSBC HLDGS PLC	SPON ADR NEW	$388K	0.1%Prev: 0.1%	6,383 SH	Decreased-843 SH
HURON CONSULTING GROUP INC	COM	$307K	0.1%Prev: 0.0%	2,234 SH	Increased
ICICI BANK LIMITED	ADR	$246K	0.0%	7,309 SH	New
INTUIT	COM	$285K	0.1%Prev: 0.0%	362 SH	Increased-228 SH
INTUITIVE SURGICAL INC	COM NEW	$506K	0.1%Prev: 0.1%	932 SH	Increased-53 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$23.7M	4.6%Prev: 1.3%	130,495 SH	Increased+87,213 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$2.8M	0.5%Prev: 0.3%	45,769 SH	Increased+3,413 SH
ISHARES INC	CORE MSCI EMKT	$308K	0.1%Prev: 0.1%	5,128 SH	Decreased+286 SH
ISHARES TR	BROAD USD HIGH	$2.8M	0.5%Prev: 0.3%	74,352 SH	Increased+25,174 SH
ISHARES TR	CORE MSCI EAFE	$18.7M	3.7%Prev: 2.5%	223,604 SH	Increased+52,870 SH
ISHARES TR	CORE MSCI INTL	$45.5M	8.9%Prev: 8.5%	598,627 SH	Decreased-29,843 SH
ISHARES TR	CORE S&P SCP ETF	$11.4M	2.2%Prev: 1.3%	104,113 SH	Increased+37,035 SH
ISHARES TR	CORE S&P500 ETF	$2.2M	0.4%Prev: 0.3%	3,485 SH	Increased+194 SH
ISHARES TR	MSCI EAFE ETF	$288K	0.1%Prev: 0.1%	3,225 SH	Decreased
ISHARES TR	NATIONAL MUN ETF	$1.7M	0.3%Prev: 0.2%	16,488 SH	Increased+3,299 SH
ISHARES TR	RUS 1000 GRW ETF	$356K	0.1%	838 SH	New
ISHARES TR	RUS 2000 GRW ETF	$1.0M	0.2%Prev: 0.2%	3,617 SH	Decreased+60 SH
ISHARES TR	S&P 500 GRWT ETF	$1.5M	0.3%Prev: 0.2%	13,174 SH	Decreased+347 SH
ISHARES TR	SHRT NAT MUN ETF	$433K	0.1%Prev: 0.1%	4,074 SH	Increased+543 SH
JOHNSON & JOHNSON	COM	$654K	0.1%Prev: 0.2%	4,278 SH	Decreased-1,728 SH
JPMORGAN CHASE & CO.	COM	$913K	0.2%	3,150 SH	New
LINCOLN ELEC HLDGS INC	COM	$384K	0.1%Prev: 0.1%	1,850 SH	Decreased-294 SH
LINDE PLC	SHS	$229K	0.0%Prev: 0.0%	488 SH	Decreased-90 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$109K	0.0%Prev: 0.0%	25,680 SH	Decreased-3,765 SH
MARRIOTT INTL INC NEW	CL A	$303K	0.1%Prev: 0.0%	1,109 SH	Increased+190 SH
MASTERCARD INCORPORATED	CL A	$369K	0.1%Prev: 0.0%	656 SH	Increased+142 SH
MCDONALDS CORP	COM	$625K	0.1%Prev: 0.1%	2,139 SH	Decreased-151 SH
META PLATFORMS INC	CL A	$1.5M	0.3%Prev: 0.2%	1,997 SH	Increased-334 SH
MICROSOFT CORP	COM	$4.5M	0.9%Prev: 0.6%	9,093 SH	Increased-694 SH
MITSUBISHI UFJ FINL GROUP IN	SPONSORED ADS	$221K	0.0%	16,073 SH	New
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$94K	0.0%Prev: 0.0%	16,962 SH	Decreased-4,322 SH
MOODYS CORP	COM	$1.0M	0.2%Prev: 0.2%	2,016 SH	Decreased-351 SH
NETFLIX INC	COM	$583K	0.1%	435 SH	New
NOVARTIS AG	SPONSORED ADR	$336K	0.1%Prev: 0.1%	2,773 SH	Decreased-685 SH
NVIDIA CORPORATION	COM	$4.0M	0.8%Prev: 1.0%	25,188 SH	Decreased-10,462 SH
ORACLE CORP	COM	$271K	0.1%Prev: 0.1%	1,241 SH	Decreased-1,122 SH
OREILLY AUTOMOTIVE INC	COM	$252K	0.0%Prev: 0.0%	2,797 SH	Decreased-250 SH
PALANTIR TECHNOLOGIES INC	CL A	$3.0M	0.6%Prev: 0.5%	21,870 SH	Decreased-652 SH
PHILIP MORRIS INTL INC	COM	$242K	0.0%Prev: 0.1%	1,327 SH	Decreased-922 SH
ROYAL BK CDA	COM	$283K	0.1%Prev: 0.1%	2,153 SH	Decreased-505 SH
SAP SE	SPON ADR	$429K	0.1%Prev: 0.0%	1,410 SH	Increased+220 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$295K	0.1%Prev: 0.0%	9,775 SH	Increased+1,167 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$24.6M	4.8%Prev: 4.4%	1,113,654 SH	Decreased+24,052 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$222K	0.0%	7,616 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.2M	0.4%Prev: 0.4%	81,306 SH	Decreased+1,721 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$14.0M	2.7%	573,799 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$5.0M	1.0%	198,224 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$911K	0.2%	17,398 SH	New
SERVICENOW INC	COM	$220K	0.0%Prev: 0.0%	214 SH	Increased-1,768 SH
SHELL PLC	SPON ADS	$280K	0.1%Prev: 0.1%	3,976 SH	Decreased-905 SH
SONY GROUP CORP	SPONSORED ADR	$282K	0.1%Prev: 0.0%	10,835 SH	Increased+510 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$4.7M	0.9%	109,794 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$267K	0.1%	433 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$1.0M	0.2%	42,366 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$465K	0.1%	9,718 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$503K	0.1%	6,915 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$33.5M	6.6%	351,671 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$26.4M	5.2%	503,703 SH	New
SPDR SERIES TRUST	SSGA US LRG ETF	$862K	0.2%	4,936 SH	New
SYNCHRONY FINANCIAL	COM	$278K	0.1%Prev: 0.1%	4,163 SH	Decreased-627 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$964K	0.2%	4,257 SH	New
TESLA INC	COM	$827K	0.2%Prev: 0.3%	2,602 SH	Decreased-2,258 SH
TEXAS PACIFIC LAND CORPORATI	COM	$377K	0.1%Prev: 0.1%	357 SH	Decreased-710 SH
TORONTO DOMINION BK ONT	COM NEW	$220K	0.0%Prev: 0.1%	2,994 SH	Decreased-607 SH
TOYOTA MOTOR CORP	ADS	$208K	0.0%Prev: 0.1%	1,208 SH	Decreased-336 SH
TRAVELERS COMPANIES INC	COM	$236K	0.0%Prev: 0.1%	884 SH	Decreased-661 SH
UNILEVER PLC	SPON ADR NEW	$271K	0.1%	4,426 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$1.3M	0.3%	26,657 SH	New
VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$558K	0.1%Prev: 0.2%	4,877 SH	Decreased-2,926 SH
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$8.8M	1.7%Prev: 1.7%	103,387 SH	Decreased+3,151 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$43.2M	8.4%Prev: 6.6%	586,553 SH	Increased+31,948 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$8.5M	1.7%Prev: 1.0%	172,375 SH	Increased+38,313 SH
VANGUARD INDEX FDS	GROWTH ETF	$12.4M	2.4%Prev: 2.2%	28,248 SH	Decreased-2,544 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$62.1M	12.1%Prev: 7.1%	217,692 SH	Increased+70,099 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$211K	0.0%	741 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$247K	0.0%Prev: 0.0%	884 SH	Increased+185 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$499K	0.1%Prev: 0.1%	879 SH	Decreased-409 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.0M	0.4%Prev: 0.3%	10,196 SH	Increased+1,495 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$3.4M	0.7%Prev: 0.5%	12,319 SH	Increased+1,622 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$743K	0.1%Prev: 0.2%	2,444 SH	Decreased-720 SH
VANGUARD INDEX FDS	VALUE ETF	$8.9M	1.7%Prev: 11.9%	50,160 SH	Decreased-324,876 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$26.1M	5.1%Prev: 3.3%	528,209 SH	Increased+146,443 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$14.9M	2.9%Prev: 2.7%	303,926 SH	Decreased-26,205 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000GRW	$4.9M	1.0%Prev: 0.8%	23,506 SH	Decreased+1,270 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$200K	0.0%Prev: 0.1%	979 SH	Decreased-519 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$16.3M	3.2%Prev: 2.8%	285,258 SH	Decreased+12,833 SH
VANGUARD WORLD FD	INF TECH ETF	$1.4M	0.3%Prev: 0.2%	2,068 SH	Decreased+67 SH
VICTORY PORTFOLIOS II	VCSHS INTL VOLTY	$574K	0.1%	11,365 SH	New
VISA INC	COM CL A	$615K	0.1%Prev: 0.1%	1,731 SH	Decreased-447 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $457K
ABRDN PRECIOUS METALS BASKET — $249K
ADT INC DEL — $93K
ADVANCED MICRO DEVICES INC — $211K
AIRBNB INC — $385K
AMERICAN CENTY ETF TR — $6.7M
AMETEK INC — $380K
AMPHENOL CORP — $392K
ARISTA NETWORKS INC — $235K
ASML HLDG NV — $746K
ASTRAZENECA PLC — $545K
BANCO BILBAO VIZCAYA ARGENTA — $249K
BANCO SANTANDER SA — $330K
BANK NEW YORK MELLON CORP — $314K
BHP BILLITON LIMITED — $316K
BIOGEN INC — $280K
BLACKROCK INC — $316K
BOOKING HOLDINGS INC — $379K
BORGWARNER INC — $241K
BP PLC — $222K
… and 98 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 7, 2026	Q4 2025	13F-HR	0002085853-26-000017	$615.0M	View
Oct 9, 2026	Q3 2026	13F-HR	0002085853-26-001127	$813.0M	View
Oct 9, 2025	Q3 2025