Institutional Manager · CIK 0001787663
RIVERSEDGE ADVISORS, LLC
Wilmington, DE · File #028-19585
Latest AUM
$615.0M
Positions
214
Top-10 Concentration
67.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025214 pos · $615.0M
- 13F HOLDINGS REPORTQ/E Sep 2025198 pos · $596.7M
- 13F HOLDINGS REPORTQ/E Jun 2025126 pos · $511.3M
- 13F HOLDINGS REPORTQ/E Mar 2025118 pos · $448.4M
- 13F HOLDINGS REPORTQ/E Dec 2024100 pos · $442.3M
- 13F HOLDINGS REPORTQ/E Sep 2024100 pos · $440.9M
- 13F HOLDINGS REPORTQ/E Jun 202492 pos · $410.1M
- 13F HOLDINGS REPORTQ/E Mar 202488 pos · $405.7M
- 13F HOLDINGS REPORTQ/E Dec 202370 pos · $339.0M
- 13F HOLDINGS REPORTQ/E Sep 202370 pos · $364.7M
- 13F HOLDINGS REPORTQ/E Jun 202370 pos · $343.5M
- 13F HOLDINGS REPORTQ/E Mar 202366 pos · $308.8M
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% |