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Riversedge Advisors, LLC
RiversEdge Advisors, LLC is an SEC-registered investment adviser firm headquartered in Wilmington, Delaware, United States. Founded in 2018, the firm manages over $700 million in assets and has approximately 16 employees. RiversEdge specializes in wealth management and investment advisory services, primarily for high net worth individuals, individuals, and pension/profit sharing plans.
Investment Strategy
RiversEdge Advisors implements a diversified investment approach with a portfolio spanning equities, ETFs, and fixed income products, focused primarily on U.S. and international securities. The firm reports significant allocations to passive index funds and ETFs, suggesting an emphasis on broad market exposure and cost efficiency alongside a commitment to long-term portfolio growth and risk management strategies for both individual and institutional clients.
Latest 13F Filing Activity
Riversedge Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 197 equity positions with a total 13F market value of $597M. The fund increased holdings in Vanguard Index FDS, Grayscale Bitcoin Mini TR Et, Ishares TR among other positions. Riversedge Advisors, LLC reduced exposure to Schwab Strategic TR, Schwab Strategic TR, Schwab Strategic TR among others.
Top Holdings
Equity Positions (197)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 11.94% | $71.3M | 231,471 | $272.62 | $307.86 | +$9.2M |
I IDEV | ISHARES TR | 8.56% | $51.1M | 637,225 | $70.44 | $80.17 | +$5.6M |
B BND | VANGUARD BD INDEX FDS | 7.51% | $44.8M | 602,845 | $73.46 | $74.37 | +$1.6M |
S SPYG | SPDR SERIES TRUST | 6.07% | $36.2M | 346,517 | $44.21 | $104.51 | +$2.7M |
V VWO | VANGUARD INTL EQUITY INDEX F | 4.86% | $29.0M | 534,917 | $43.84 | $54.18 | +$2.9M |
Industry Allocation
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