RIVERSEDGE ADVISORS, LLC

Est. AUM

$617.7M

13F long equity, this entity only

Positions

216

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	VALUE ETF	$73.6M	375036	11.91%	SOLE
2	ISHARES TR	CORE MSCI INTL	$52.5M	628470	8.50%	SOLE
3	VANGUARD INDEX FDS	LARGE CAP ETF	$44.1M	147593	7.14%	SOLE
4	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$40.8M	554605	6.61%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$32.3M	330316	5.24%	SOLE
6	SCHWAB STRATEGIC TR	INTL EQTY ETF	$27.0M	1089602	4.37%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$25.9M	458387	4.20%	SOLE
8	APPLE INC	COM	$23.5M	92530	3.80%	SOLE
9	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$20.6M	381766	3.34%	SOLE
10	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$17.5M	272425	2.83%	SOLE
11	VANGUARD MUN BD FDS	TAX EXEMPT BD	$16.5M	330131	2.67%	SOLE
12	ISHARES TR	CORE MSCI EAFE	$15.5M	170734	2.50%	SOLE
13	VANGUARD INDEX FDS	GROWTH ETF	$13.4M	30792	2.18%	SOLE
14	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$11.9M	221434	1.93%	SOLE
15	GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$11.1M	370049	1.80%	SOLE
16	VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$10.2M	100236	1.65%	SOLE
17	ISHARES TR	CORE S&P SCP ETF	$8.3M	67078	1.35%	SOLE
18	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$8.3M	43282	1.34%	SOLE
19	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$6.7M	82771	1.08%	SOLE
20	VANECK ETF TRUST	REAL ASSETS ETF	$6.5M	159702	1.05%	SOLE
21	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$6.4M	134062	1.04%	SOLE
22	FIDELITY COVINGTON TRUST	ENHANCED SMALL	$6.4M	169186	1.04%	SOLE
23	NVIDIA CORPORATION	COM	$6.2M	35650	1.01%	SOLE
24	ISHARES TR	MSCI INTL VLU FT	$6.0M	150014	0.96%	SOLE
25	VANGUARD SCOTTSDALE FDS	VNG RUS2000GRW	$5.1M	22236	0.82%	SOLE
26	SPDR INDEX SHS FDS	STATE STREET SPD	$5.0M	106246	0.81%	SOLE
27	ALPHABET INC	CAP STK CL A	$3.8M	13058	0.61%	SOLE
28	MICROSOFT CORP	COM	$3.6M	9787	0.59%	SOLE
29	AMAZON COM INC	COM	$3.5M	16707	0.56%	SOLE
30	PALANTIR TECHNOLOGIES INC	CL A	$3.3M	22522	0.53%	SOLE
31	VANGUARD INDEX FDS	SML CP GRW ETF	$3.2M	10697	0.52%	SOLE
32	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$2.9M	60149	0.47%	SOLE
33	ALPHABET INC	CAP STK CL C	$2.7M	9276	0.43%	SOLE
34	SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.4M	79585	0.39%	SOLE
35	ISHARES TR	CORE S&P500 ETF	$2.1M	3291	0.35%	SOLE
36	BROADCOM INC	COM	$1.9M	6266	0.31%	SOLE
37	VANGUARD INDEX FDS	SM CP VAL ETF	$1.9M	8701	0.31%	SOLE
38	ISHARES TR	BROAD USD HIGH	$1.8M	49178	0.29%	SOLE
39	TESLA INC	COM	$1.8M	4860	0.29%	SOLE
40	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.6M	4862	0.27%	SOLE
41	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.6M	42356	0.26%	SOLE
42	JOHNSON & JOHNSON	COM	$1.5M	6006	0.24%	SOLE
43	ISHARES TR	S&P 500 GRWT ETF	$1.4M	12827	0.23%	SOLE
44	ISHARES TR	NATIONAL MUN ETF	$1.4M	13189	0.23%	SOLE
45	VANGUARD WORLD FD	INF TECH ETF	$1.4M	2001	0.23%	SOLE
46	COSTCO WHOLESALE CORPORATION	COM	$1.4M	1358	0.22%	SOLE
47	META PLATFORMS INC	CL A	$1.3M	2331	0.22%	SOLE
48	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	2762	0.21%	SOLE
49	PUTNAM ETF TRUST	FRANKLIN MUNI HI	$1.3M	114093	0.21%	SOLE
50	ISHARES TR	RUS 2000 GRW ETF	$1.1M	3557	0.18%	SOLE

1–50 of 216

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.