Institutional Fund
Riversedge Advisors, LLC
Wilmington, DECIK 17876635 filings on record
Portfolio Value
$617.74M
Q1 2026
Holdings
216
Reported positions
New Buys
39
Opened this quarter
QoQ Change
+0.4%
from $615.03M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds11.9%
- Ishares Tr8.5%
- Vanguard Index Fds7.1%
- Vanguard Bd Index Fds6.6%
- Spdr Series Trust5.2%
- Schwab Strategic Tr4.4%
- Other56.2%
Portfolio Holdings
216 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 375.0K | $73.58M | 11.9% | +319.2K | Added |
| 2 | Ishares Tr | 628.5K | $52.52M | 8.5% | −51.3K | Reduced |
| 3 | Vanguard Index Fds | 147.6K | $44.11M | 7.1% | −116.4K | Reduced |
| 4 | Vanguard Bd Index Fds | 554.6K | $40.84M | 6.6% | −115.3K | Reduced |
| 5 | Spdr Series Trust | 330.3K | $32.34M | 5.2% | −10.9K | Reduced |
| 6 | Schwab Strategic Tr | 1.09M | $26.97M | 4.4% | −16.6K | Reduced |
| 7 | Spdr Series Trust | 458.4K | $25.94M | 4.2% | −7.3K | Reduced |
| 8 | Apple Inc | 92.5K | $23.48M | 3.8% | −1.8K | Reduced |
| 9 | Vanguard Intl Equity Index F | 381.8K | $20.63M | 3.3% | −112.0K | Reduced |
| 10 | Vanguard Tax-Managed Fds | 272.4K | $17.46M | 2.8% | −694 | Reduced |
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