Riversedge Advisors, LLC holds a focused book of 315 stocks worth $752.9M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Snowflake Inc and trimmed Vanguard Large-Cap ETF. Their largest long position is Vanguard Value ETF at 11% of the equity book. They also disclosed $6.2M in put options (a bearish bet), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1787663/holdings"
Use Arkolith to show RIVERSEDGE ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS VALUE ETF | $86.4M | 396.5K | 11.5% | ▲+5.7% Added · +22K sh | |
| 2 | Ishares TR CORE MSCI INTL | $58.9M | 661.7K | 7.8% | ▲+5.3% Added · +33K sh | |
| 3 | Vanguard Index FDS LARGE CAP ETF | $50.6M | 147.1K | 6.7% | ▼−0.4% Reduced · −535 sh | |
| 4 | Apple Inc COM | $44.5M | 153.8K | 5.9% | ▲+66% Added · +61K sh | |
| 5 | Vanguard BD Index FDS TOTAL BND MRKT | $41.6M | 567.3K | 5.5% | ▲+2.3% Added · +13K sh | |
| 6 | SPDR Series Trust ST STR P500GRW | $38.5M | 323.3K | 5.1% | ▼−2.1% Reduced · −7K sh | |
| 7 | Schwab Strategic TR INTL EQTY ETF | $30.2M | 1.09M | 4.0% | ▲+0.1% Added · +761 sh | |
| 8 | SPDR Series Trust ST STR P500VAL | $27.7M | 455.5K | 3.7% | ▼−0.6% Reduced · −3K sh | |
| 9 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $23.4M | 391.8K | 3.1% | ▲+2.6% Added · +10K sh | |
| 10 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $19.2M | 268.9K | 2.5% | ▼−1.3% Reduced · −4K sh | |
| 11 | Vanguard Mun BD FDS TAX EXEMPT BD | $17.7M | 350.4K | 2.4% | ▲+6.1% Added · +20K sh | |
| 12 | Vanguard Index FDS GROWTH ETF | $16.2M | 188.1K | 2.2% | ▲+511% Added · +157K sh | |
| 13 | Ishares TR CORE MSCI EAFE | $16.2M | 167.7K | 2.2% | ▼−1.8% Reduced · −3K sh | |
| 14 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $12.0M | 223.4K | 1.6% | ▲+0.9% Added · +2K sh | |
| 15 | Vanguard Admiral FDS Inc SMLCP 600 VAL | $11.6M | 98.9K | 1.5% | ▼−1.3% Reduced · −1K sh | |
| 16 | Ishares TR CORE S&P SCP ETF | $10.2M | 69.1K | 1.4% | ▲+3.0% Added · +2K sh | |
| 17 | Invesco Exchange Traded FD T S&P500 EQL WGT | $9.2M | 43.3K | 1.2% | ▲~0% Added · +1 sh | |
| 18 | Nvidia Corporation COM | $8.3M | 41.4K | 1.1% | ▲+16% Added · +6K sh | |
| 19 | Fidelity Covington Trust ENHANCED SML CAP | $7.7M | 159.6K | 1.0% | ▼−5.7% Reduced · −10K sh | |
| 20 | American Centy ETF TR AVANTIS EMGMKT | $7.6M | 79.0K | 1.0% | ▼−4.5% Reduced · −4K sh | |
| 21 | Ishares Bitcoin Trust ETF SHS BEN INT | $7.3M | 218.2K | 1.0% | ▲+415% Added · +176K sh | |
| 22 | Vanguard Charlotte FDS TOTAL INT BD ETF | $6.7M | 138.2K | 0.9% | ▲+3.1% Added · +4K sh | |
| 23 | Ishares TR MSCI INTL VLU FT | $6.5M | 155.3K | 0.9% | ▲+3.5% Added · +5K sh | |
| 24 | Vaneck ETF Trust REAL ASSETS ETF | $6.3M | 158.2K | 0.8% | ▼−0.9% Reduced · −1K sh | |
| 25 | Vanguard Scottsdale FDS VNG RUS2000GRW | $6.3M | 21.8K | 0.8% | ▼−2.0% Reduced · −453 sh | |
| 26 | SPDR Index SHS FDS ST PORT MARK ETF | $5.5M | 106.0K | 0.7% | ▼−0.2% Reduced · −202 sh | |
| 27 | Alphabet Inc CAP STK CL A | $4.9M | 13.6K | 0.6% | ▲+4.2% Added · +551 sh | |
| 28 | Microsoft Corp COM | $4.7M | 12.7K | 0.6% | ▲+30% Added · +3K sh | |
| 29 | Amazon Com Inc COM | $4.7M | 19.5K | 0.6% | ▲+17% Added · +3K sh | |
| 30 | Vanguard Index FDS SML CP GRW ETF | $3.9M | 10.6K | 0.5% | ▼−1.0% Reduced · −112 sh | |
| 31 | Alphabet Inc CAP STK CL C | $3.9M | 10.9K | 0.5% | ▲+18% Added · +2K sh | |
| 32 | Grayscale Bitcoin Mini TR Et SHS NEW | $3.7M | 141.7K | 0.5% | ▼−62% Reduced · −228K sh | |
| 33 | J P Morgan Exchange Traded F INTL BD OPP ETF | $3.0M | 61.2K | 0.4% | ▲+1.8% Added · +1K sh | |
| 34 | Schwab Strategic TR US LCAP VA ETF | $2.8M | 80.1K | 0.4% | ▲+0.7% Added · +523 sh | |
| 35 | Micron Technology Inc COM | $2.8M | 2.4K | 0.4% | ▲+4.2% Added · +96 sh | |
| 36 | Palantir Technologies Inc CL A | $2.6M | 22.3K | 0.3% | ▼−1.0% Reduced · −221 sh | |
| 37 | Broadcom Inc COM | $2.6M | 6.8K | 0.3% | ▲+9.3% Added · +581 sh | |
| 38 | Tesla Inc COM | $2.2M | 5.3K | 0.3% | ▲+9.8% Added · +476 sh | |
| 39 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.2M | 4.6K | 0.3% | ▼−5.2% Reduced · −251 sh | |
| 40 | Ishares TR CORE S&P500 ETF | $2.2M | 2.9K | 0.3% | ▼−12% Reduced · −380 sh | |
| 41 | Vanguard World FD INF TECH ETF | $1.9M | 16.0K | 0.3% | ▲+700% Added · +14K sh | |
| 42 | Vanguard Index FDS SM CP VAL ETF | $1.9M | 7.8K | 0.3% | ▼−9.9% Reduced · −865 sh | |
| 43 | Ishares TR BROAD USD HIGH | $1.8M | 48.3K | 0.2% | ▼−1.8% Reduced · −863 sh | |
| 44 | Berkshire Hathaway Inc Del CL B NEW | $1.7M | 3.5K | 0.2% | ▲+26% Added · +707 sh | |
| 45 | Ishares TR S&P 500 GRWT ETF | $1.6M | 11.9K | 0.2% | ▼−7.5% Reduced · −956 sh | |
| 46 | JPMorgan Chase & Co COM | $1.6M | 4.9K | 0.2% | ▲+47% Added · +2K sh | |
| 47 | Meta Platforms Inc CL A | $1.6M | 2.8K | 0.2% | ▲+22% Added · +507 sh | |
| 48 | Johnson & Johnson COM | $1.6M | 6.2K | 0.2% | ▲+3.7% Added · +225 sh | |
| 49 | Ishares TR NATIONAL MUN ETF | $1.4M | 13.3K | 0.2% | ▲+0.5% Added · +64 sh | |
| 50 | Ishares TR RUS 2000 GRW ETF | $1.4M | 3.6K | 0.2% | ▲~0% Added · +1 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | APPLE INCAAPL | $6.2M | 21K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 316 | $759.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 216 | $617.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 214 | $615.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 198 | $596.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 126 | $511.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 118 | $448.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 100 | $442.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 100 | $440.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.