RIVERSEDGE ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, RIVERSEDGE ADVISORS, LLC held in its portfolio 210 assets valued at $615,031,529 (i.e. $615.03M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($83.09M), SPDR SERIES TRUST ($64.97M), and ISHARES TR ($56.07M).
The chart below shows the top 10 valuable assets, and the table below shows the top 210 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
RIVERSEDGE ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 263959 | 83094320 | LARGE CAP ETF |
| SPDR SERIES TRUST | 858649 | 64970217 | STATE STREET SPD |
| ISHARES TR | 679736 | 56064611 | CORE MSCI INTL |
| VANGUARD BD INDEX FDS | 669857 | 49616289 | TOTAL BND MRKT |
| INVESCO EXCHANGE TRADED FD T | 151988 | 29114755 | S&P500 EQL WGT |
| SCHWAB STRATEGIC TR | 1106210 | 26593299 | INTL EQTY ETF |
| VANGUARD INTL EQUITY INDEX F | 493816 | 26547522 | FTSE EMR MKT ETF |
| APPLE INC | 94290 | 25633606 | COM |
| VANGUARD TAX-MANAGED FDS | 273119 | 17061775 | VAN FTSE DEV MKT |
| ISHARES TR | 141414 | 16995194 | CORE S&P SCP ETF |
| VANGUARD MUN BD FDS | 323987 | 16293306 | TAX EXEMPT BD |
| ISHARES TR | 174716 | 15630083 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 29862 | 14568236 | GROWTH ETF |
| VANGUARD INDEX FDS | 55862 | 10669025 | VALUE ETF |
| VANGUARD ADMIRAL FDS INC | 101526 | 9925211 | SMLCP 600 VAL |
| VANGUARD CHARLOTTE FDS | 191282 | 9242766 | TOTAL INT BD ETF |
| GRAYSCALE BITCOIN MINI TR ET | 196580 | 7613543 | SHS NEW |
| NVIDIA CORPORATION | 34713 | 6473924 | COM |
| VANGUARD SCOTTSDALE FDS | 22652 | 5345596 | VNG RUS2000GRW |
| MICROSOFT CORP | 10946 | 5293596 | COM |
| SPDR INDEX SHS FDS | 107591 | 5036319 | PORTFOLIO EMG MK |
| GRAYSCALE COINDESK CRYPTO | 112313 | 4641133 | USD SHS |
| ALPHABET INC | 12958 | 4055996 | CAP STK CL A |
| PALANTIR TECHNOLOGIES INC | 22411 | 3983555 | CL A |
| VANGUARD INDEX FDS | 11179 | 3377360 | SML CP GRW ETF |
| AMAZON COM INC | 13042 | 3010435 | COM |
| ALPHABET INC | 9333 | 2928561 | CAP STK CL C |
| ISHARES TR | 74048 | 2769009 | BROAD USD HIGH |
| ISHARES TR | 3447 | 2361204 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 79239 | 2346263 | US LCAP VA ETF |
| ISHARES BITCOIN TRUST ETF | 42951 | 2132517 | SHS BEN INT |
| BROADCOM INC | 5659 | 1958622 | COM |
| VANGUARD INDEX FDS | 8993 | 1904643 | SM CP VAL ETF |
| TESLA INC | 3626 | 1630685 | COM |
| ISHARES TR | 13065 | 1610450 | S&P 500 GRWT ETF |
| ISHARES TR | 14902 | 1596144 | NATIONAL MUN ETF |
| BERKSHIRE HATHAWAY INC DEL | 3111 | 1563744 | CL B NEW |
| VANGUARD WORLD FD | 2001 | 1508026 | INF TECH ETF |
| META PLATFORMS INC | 2231 | 1472661 | CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 4643 | 1410961 | SPONSORED ADS |
| VANECK ETF TRUST | 24657 | 1260474 | HIGH YLD MUNIETF |
| JOHNSON & JOHNSON | 5945 | 1230421 | COM |
| JPMORGAN CHASE & CO. | 3783 | 1219103 | COM |
| ISHARES TR | 3557 | 1148906 | RUS 2000 GRW ETF |
| VANGUARD INDEX FDS | 3303 | 1107542 | TOTAL STK MKT |
| ABBVIE INC | 4729 | 1080631 | COM |
| MOODYS CORP | 2041 | 1042645 | COM |
| VANGUARD INDEX FDS | 1553 | 973993 | S&P 500 ETF SHS |
| SELECT SECTOR SPDR TR | 17398 | 952902 | STATE STREET FIN |
| BRISTOL-MYERS SQUIBB CO | 15606 | 841788 | COM |
| ELI LILLY & CO | 748 | 803861 | COM |
| COSTCO WHSL CORP NEW | 907 | 781995 | COM |
| VANGUARD ADMIRAL FDS INC | 6389 | 774891 | SMLCP 600 GRTH |
| CAPITAL ONE FINL CORP | 3105 | 752528 | COM |
| VANGUARD STAR FDS | 9816 | 740519 | VG TL INTL STK F |
| BANK AMERICA CORP | 12854 | 706975 | COM |
| WALMART INC | 6283 | 700024 | COM |
| EXPEDIA GROUP INC | 2427 | 687593 | COM NEW |
| CITIGROUP INC | 5840 | 681462 | COM NEW |
| MCDONALDS CORP | 2161 | 660456 | COM |
| MERCK & CO INC | 6212 | 653875 | COM |
| MICRON TECHNOLOGY INC | 2275 | 649308 | COM |
| CHEVRON CORP NEW | 4199 | 639911 | COM |
| ALIBABA GROUP HLDG LTD | 4209 | 616955 | SPONSORED ADS |
| EXXON MOBIL CORP | 5007 | 602574 | COM |
| VICTORY PORTFOLIOS II | 11034 | 595560 | VCSHS INTL VOLTY |
| VISA INC | 1692 | 593327 | COM CL A |
| ASML HOLDING N V | 524 | 560607 | N Y REGISTRY SHS |
| HSBC HLDGS PLC | 7072 | 556354 | SPON ADR NEW |
| PEPSICO INC | 3796 | 544837 | COM |
| CHUBB LIMITED | 1729 | 539655 | COM |
| GE AEROSPACE | 1717 | 528919 | COM NEW |
| LINCOLN ELEC HLDGS INC | 2136 | 511871 | COM |
| INTUITIVE SURGICAL INC | 901 | 510290 | COM NEW |
| ASTRAZENECA PLC | 5446 | 500651 | SPONSORED ADR |
| HOME DEPOT INC | 1419 | 488288 | COM |
| TJX COS INC NEW | 3114 | 478348 | COM |
| SYNCHRONY FINANCIAL | 5624 | 469210 | COM |
| ABBOTT LABS | 3716 | 465613 | COM |
| NOVARTIS AG | 3371 | 464760 | SPONSORED ADR |
| TRAVELERS COMPANIES INC | 1552 | 450100 | COM |
| ROYAL BK CDA | 2637 | 449582 | COM |
| HCA HEALTHCARE INC | 949 | 443050 | COM |
| MUELLER INDS INC | 3806 | 436929 | COM |
| INTEL CORP | 11834 | 436680 | COM |
| DEVON ENERGY CORP NEW | 11686 | 428065 | COM |
| LAM RESEARCH CORP | 2484 | 425211 | COM NEW |
| MASTERCARD INCORPORATED | 743 | 424374 | CL A |
| CENTENE CORP DEL | 10272 | 422693 | COM |
| NETFLIX INC | 4455 | 417701 | COM |
| UNITEDHEALTH GROUP INC | 1242 | 410135 | COM |
| FEDEX CORP | 1417 | 409388 | COM |
| SERVICENOW INC | 2646 | 405341 | COM |
| BOOKING HOLDINGS INC | 75 | 401650 | COM |
| GOLDMAN SACHS GROUP INC | 453 | 397878 | COM |
| ISHARES TR | 3703 | 395137 | SHRT NAT MUN ETF |
| EDISON INTL | 6555 | 393431 | COM |
| HURON CONSULTING GROUP INC | 2235 | 386454 | COM |
| AMPHENOL CORP NEW | 2852 | 385419 | CL A |
| NEWMONT CORP | 3804 | 379829 | COM |
| GENERAL DYNAMICS CORP | 1126 | 379166 | COM |
| UNITED AIRLS HLDGS INC | 3372 | 377057 | COM |
| LOCKHEED MARTIN CORP | 772 | 373261 | COM |
| MARRIOTT INTL INC NEW | 1149 | 356529 | CL A |
| PG&E CORP | 22125 | 355549 | COM |
| BLACKSTONE INC | 2287 | 352475 | COM |
| ZOOM COMMUNICATIONS INC | 4081 | 352149 | CL A |
| PHILIP MORRIS INTL INC | 2177 | 349150 | COM |
| SHELL PLC | 4746 | 348736 | SPON ADS |
| BANCO SANTANDER SA | 29426 | 345167 | ADR |
| COMFORT SYS USA INC | 368 | 343451 | COM |
| ISHARES INC | 5109 | 343407 | CORE MSCI EMKT |
| ATLASSIAN CORPORATION | 2115 | 342926 | CL A |
| AT&T INC | 13653 | 339147 | COM |
| CONSTELLATION ENERGY CORP | 959 | 338627 | COM |
| US BANCORP DEL | 6335 | 338010 | COM NEW |
| D R HORTON INC | 2342 | 337318 | COM |
| HARTFORD INSURANCE GROUP INC | 2445 | 336921 | COM |
| FOX CORP | 4610 | 336853 | CL A COM |
| NORTHERN TR CORP | 2460 | 336011 | COM |
| ARISTA NETWORKS INC | 2535 | 332161 | COM SHS |
| ISHARES TR | 701 | 331925 | RUS 1000 GRW ETF |
| TORONTO DOMINION BK ONT | 3523 | 331867 | COM NEW |
| AIRBNB INC | 2439 | 331021 | COM CL A |
| VANGUARD SPECIALIZED FUNDS | 1498 | 329181 | DIV APP ETF |
| ACCENTURE PLC IRELAND | 1225 | 328668 | SHS CLASS A |
| TOYOTA MOTOR CORP | 1494 | 319806 | ADS |
| AMETEK INC | 1557 | 319566 | COM |
| MITSUBISHI UFJ FINL GROUP IN | 19876 | 315233 | SPONSORED ADS |
| COCA COLA CO | 4487 | 313654 | COM |
| MEDPACE HLDGS INC | 558 | 313401 | COM |
| ISHARES TR | 3225 | 309715 | MSCI EAFE ETF |
| SONY GROUP CORP | 12096 | 309658 | SPONSORED ADR |
| SNOWFLAKE INC | 1405 | 308201 | COM SHS |
| ORACLE CORP | 1578 | 307575 | COM |
| PALO ALTO NETWORKS INC | 1667 | 307061 | COM |
| TEXAS PACIFIC LAND CORPORATI | 1067 | 306386 | COM |
| BANK NEW YORK MELLON CORP | 2633 | 305665 | COM |
| NATERA INC | 1327 | 304002 | COM |
| TECHNIPFMC PLC | 6765 | 301448 | COM |
| SCHWAB STRATEGIC TR | 9091 | 297725 | EMRG MKTEQ ETF |
| SPDR S&P 500 ETF TR | 435 | 296580 | TR UNIT |
| SAP SE | 1219 | 296107 | SPON ADR |
| CROWDSTRIKE HLDGS INC | 629 | 294850 | CL A |
| PHILLIPS 66 | 2275 | 293520 | COM |
| EATON CORP PLC | 917 | 292074 | SHS |
| REGENERON PHARMACEUTICALS | 371 | 286364 | COM |
| VANECK ETF TRUST | 2500 | 284450 | JUNIOR GOLD MINE |
| DELTA AIR LINES INC DEL | 4072 | 282597 | COM NEW |
| ISHARES INC | 3810 | 280568 | MSCI GBL GOLD MN |
| ADOBE INC | 795 | 278242 | COM |
| BANCO BILBAO VIZCAYA ARGENTA | 11734 | 273520 | SPONSORED ADR |
| OREILLY AUTOMOTIVE INC | 2990 | 272718 | COM |
| OTIS WORLDWIDE CORP | 3120 | 272517 | COM |
| INTUIT | 404 | 267728 | COM |
| QUALCOMM INC | 1519 | 259814 | COM |
| AUTOMATIC DATA PROCESSING IN | 1006 | 258826 | COM |
| HDFC BANK LTD | 7072 | 258411 | SPONSORED ADS |
| PULTE GROUP INC | 2199 | 257855 | COM |
| UNILEVER PLC | 3925 | 256695 | SPON ADR NEW |
| CHIPOTLE MEXICAN GRILL INC | 6929 | 256373 | COM |
| LYFT INC | 13145 | 254619 | CL A COM |
| PROLOGIS INC. | 1988 | 253788 | COM |
| WELLS FARGO CO NEW | 2685 | 250195 | COM |
| DANAHER CORPORATION | 1089 | 249370 | COM |
| GENERAL MTRS CO | 3032 | 246562 | COM |
| GE VERNOVA INC | 376 | 245742 | COM |
| SCHWAB CHARLES CORP | 2436 | 243381 | COM |
| SANDISK CORP | 1018 | 241653 | COM |
| DISNEY WALT CO | 2117 | 240861 | COM |
| BLACKROCK INC | 220 | 235813 | COM |
| ABRDN PRECIOUS METALS BASKET | 1139 | 234178 | PHYSCL PRECS MET |
| INTERNATIONAL BUSINESS MACHS | 790 | 234141 | COM |
| CUMMINS INC | 454 | 231744 | COM |
| BITWISE BITCOIN ETF TR | 4860 | 231142 | SHS BEN INT |
| UBS GROUP AG | 4955 | 229466 | SHS |
| BHP GROUP LTD | 3771 | 227655 | SPONSORED ADS |
| BIOGEN INC | 1288 | 226675 | COM |
| HALLIBURTON CO | 7993 | 225882 | COM |
| PINNACLE FINL PARTNERS INC | 2364 | 225549 | COM |
| VALERO ENERGY CORP | 1382 | 224962 | COM |
| UBIQUITI INC | 405 | 224107 | COM |
| BRITISH AMERN TOB PLC | 3953 | 223819 | SPONSORED ADR |
| GARTNER INC | 883 | 222763 | COM |
| CONOCOPHILLIPS | 2379 | 222733 | COM |
| SHOPIFY INC | 1373 | 221012 | CL A SUB VTG SHS |
| AMERICAN EXPRESS CO | 596 | 220389 | COM |
| BEST BUY INC | 3273 | 219062 | COM |
| ROPER TECHNOLOGIES INC | 492 | 219004 | COM |
| HUBSPOT INC | 532 | 213492 | COM |
| FORTINET INC | 2687 | 213375 | COM |
| WESTERN DIGITAL CORP | 1238 | 213270 | COM |
| ISHARES TR | 1431 | 212742 | CORE S&P TTL STK |
| LEIDOS HOLDINGS INC | 1174 | 211790 | COM |
| CATERPILLAR INC | 369 | 211389 | COM |
| ICICI BANK LIMITED | 6993 | 208391 | ADR |
| GENUINE PARTS CO | 1688 | 207556 | COM |
| HUNT J B TRANS SVCS INC | 1057 | 205513 | COM |
| ILLUMINA INC | 1562 | 204872 | COM |
| SCHWAB STRATEGIC TR | 6236 | 203418 | US LCAP GR ETF |
| VANGUARD INDEX FDS | 699 | 202864 | MID CAP ETF |
| UNITED THERAPEUTICS CORP DEL | 414 | 201722 | COM |
| BORGWARNER INC | 4443 | 200202 | COM |
| SUMITOMO MITSUI FINL GROUP I | 10259 | 198306 | SPONSORED ADR |
| ADT INC DEL | 22549 | 181970 | COM |
| VALE S A | 12938 | 168582 | SPONSORED ADS |
| MIZUHO FINANCIAL GROUP INC | 21151 | 154825 | SPONSORED ADR |
| LLOYDS BANKING GROUP PLC | 29039 | 153907 | SPONSORED ADR |
| BANCO BRADESCO S A | 31529 | 104992 | SP ADR PFD NEW |
| AMBEV SA | 17253 | 42615 | SPONSORED ADR |
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