Institutional Manager · CIK 0001787663

RIVERSEDGE ADVISORS, LLC

Wilmington, DE · File #028-19585

Latest AUM

$615.0M

Positions

214

Top-10 Concentration

67.7%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
EXITED	SCHWAB STRATEGIC TR	808524201	-450,558	-$11.9M	$0
ADD	VANGUARD INDEX FDS	922908637	+32,488	+$10.2M	+$1.6M
ADD	VANGUARD BD INDEX FDS	921937835	+67,012	+$5.0M	-$180,859
NEW	GRAYSCALE COINDESK CRYPTO	GDLC	+112,313	+$4.6M	$0
EXITED	SCHWAB STRATEGIC TR	808524607	-157,191	-$4.4M	$0
REDUCE	ISHARES TR	46432F842	-42,094	-$3.8M	+$466,119
ADD	ISHARES TR	46435G326	+42,511	+$3.5M	+$1.5M
ADD	ISHARES TR	464287804	+25,758	+$3.1M	+$156,200
ADD	INVESCO EXCHANGE TRADED FD T	IVZ	+14,804	+$2.8M	+$255,015
REDUCE	VANGUARD INTL EQUITY INDEX F	922042858	-41,101	-$2.2M	-$224,666

Sector Allocation

Technology

8.3%$50.8M

Financials

5.5%$33.9M

Consumer Discretionary

1.3%$8.1M

Healthcare

1.2%$7.6M

Industrials

0.6%$3.6M

Energy

0.5%$3.1M

Communication Services

0.4%$2.2M

Consumer Staples

0.3%$1.6M

Utilities

0.1%$338,627

Materials

0.0%$168,582

Filing History

Jan 7, 202613F HOLDINGS REPORTQ/E Dec 2025214 pos · $615.0M
Oct 9, 202513F HOLDINGS REPORTQ/E Sep 2025198 pos · $596.7M
Jul 9, 202513F HOLDINGS REPORTQ/E Jun 2025126 pos · $511.3M
May 1, 202513F HOLDINGS REPORTQ/E Mar 2025118 pos · $448.4M
Jan 15, 202513F HOLDINGS REPORTQ/E Dec 2024100 pos · $442.3M
Oct 16, 202413F HOLDINGS REPORTQ/E Sep 2024100 pos · $440.9M
Jul 26, 202413F HOLDINGS REPORTQ/E Jun 202492 pos · $410.1M
Apr 30, 202413F HOLDINGS REPORTQ/E Mar 202488 pos · $405.7M
Oct 19, 202313F HOLDINGS REPORTQ/E Dec 202370 pos · $339.0M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	VANGUARD INDEX FDS	922908637	263,959	$83.1M	14.95%
2	ISHARES TR	46435G326	679,736	$56.1M	10.08%
3	VANGUARD BD INDEX FDS	921937835	669,857	$49.6M	8.92%
4	SPDR SERIES TRUST	78464A409	341,218	$36.4M	6.55%
5	INVESCO EXCHANGE TRADED FD T	IVZ	151,988	$29.1M	5.24%
6	SCHWAB STRATEGIC TR	808524805	1,106,210	$26.6M	4.78%
7	VANGUARD INTL EQUITY INDEX F	922042858	493,816	$26.5M	4.78%
8	SPDR SERIES TRUST	78464A508	465,712	$26.5M	4.76%
9	APPLE INC	AAPL	94,290	$25.6M	4.61%
10	VANGUARD TAX-MANAGED FDS	921943858	273,119	$17.1M	3.07%
11	ISHARES TR	464287804	141,414	$17.0M	3.06%
12	VANGUARD MUN BD FDS	922907746	323,987	$16.3M	2.93%
13	ISHARES TR	46432F842	174,716	$15.6M	2.81%
14	VANGUARD INDEX FDS	922908736	29,862	$14.6M	2.62%
15	VANGUARD INDEX FDS	922908744	55,862	$10.7M	1.92%
16	VANGUARD ADMIRAL FDS INC	921932778	101,526	$9.9M	1.79%
17	VANGUARD CHARLOTTE FDS	92203J407	191,282	$9.2M	1.66%
18	GRAYSCALE BITCOIN MINI TR ET	389930207	196,580	$7.6M	1.37%
19	NVIDIA CORPORATION	NVDA	34,713	$6.5M	1.16%
20	VANGUARD SCOTTSDALE FDS	92206C623	22,652	$5.3M	0.96%