Investor
RIVERSEDGE ADVISORS, LLC
CIK 0001787663 · filed 2026-04-16 · SEC filing
13F book
$617.7M
Positions
216
39 new · 37 sold
Largest name
11.9%
Vanguard Index Fds
Est. mark
−$10.9M
Price effect on 177 names still held. Flow $13.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 375K | $73.6M | 11.9% | $291.1K | Added$62.9M |
| Ishares Tr | — | 628.5K | $52.5M | 8.5% | $685K | Cut−$3.54M |
| Vanguard Index Fds | — | 147.6K | $44.1M | 7.1% | −$2.35M | Cut−$39M |
| Vanguard Bd Index Fds | — | 554.6K | $40.8M | 6.6% | −$238.5K | Cut−$8.78M |
| Spdr Series Trust | — | 330.3K | $32.3M | 5.2% | −$2.9M | Cut−$4.07M |
| Schwab Strategic Tr | — | 1.09M | $27M | 4.4% | $773.6K | Cut$374.4K |
| Spdr Series Trust | — | 458.4K | $25.9M | 4.2% | −$105.4K | Cut−$521.6K |
| Apple Inc. | AAPL | 92.5K | $23.5M | 3.8% | −$1.67M | Cut−$2.15M |
| Vanguard Intl Equity Index F | — | 381.8K | $20.6M | 3.3% | $110.7K | Cut−$5.91M |
| Vanguard Tax-Managed Fds | — | 272.4K | $17.5M | 2.8% | $438.6K | Cut$395.2K |
| Vanguard Mun Bd Fds | — | 330.1K | $16.5M | 2.7% | −$129.6K | Added$176.9K |
| Ishares Tr | — | 170.7K | $15.5M | 2.5% | $182.7K | Cut−$173.6K |
| Vanguard Growth Etf | — | 30.8K | $13.4M | 2.2% | −$1.52M | Added−$1.12M |
| J P Morgan Exchange Traded F | — | 221.4K | $11.9M | 1.9% | — | New |
| Grayscale Bitcoin Mini Tr Et | — | 370K | $11.1M | 1.8% | −$1.72M | Added$3.48M |
| Vanguard Admiral Fds Inc | — | 100.2K | $10.2M | 1.7% | $398.9K | Cut$272.8K |
| Ishares Tr | — | 67.1K | $8.34M | 1.4% | $277K | Cut−$8.66M |
| Invesco Exchange Traded Fd T | — | 43.3K | $8.31M | 1.3% | $15.5K | Cut−$20.8M |
| American Centy Etf Tr | — | 82.8K | $6.67M | 1.1% | — | New |
| Vaneck Etf Trust | — | 159.7K | $6.5M | 1.1% | — | New |
| Vanguard Charlotte Fds | — | 134.1K | $6.44M | 1.0% | −$36.2K | Cut−$2.8M |
| Fidelity Covington Trust | — | 169.2K | $6.43M | 1.0% | — | New |
| Nvidia Corp | NVDA | 35.6K | $6.22M | 1.0% | −$420K | Added−$256.6K |
| Ishares Tr | — | 150K | $5.95M | 1.0% | — | New |
| Vanguard Scottsdale Fds | — | 22.2K | $5.09M | 0.8% | −$154.6K | Cut−$252.8K |
| Spdr Index Shs Fds | — | 106.2K | $4.98M | 0.8% | $10.6K | Cut−$52.3K |
| Alphabet Inc | — | 13.1K | $3.76M | 0.6% | −$329.7K | Added−$301K |
| Microsoft Corp | MSFT | 9.79K | $3.62M | 0.6% | −$1.11M | Cut−$1.67M |
| Amazon Com Inc | AMZN | 16.7K | $3.48M | 0.6% | −$294.1K | Added$469.2K |
| Palantir Technologies Inc. | PLTR | 22.5K | $3.29M | 0.5% | −$705.3K | Added−$689K |
| Vanguard Index Fds | — | 10.7K | $3.23M | 0.5% | $1.37K | Cut−$144.2K |
| J P Morgan Exchange Traded F | — | 60.1K | $2.88M | 0.5% | — | New |
| Alphabet Inc | — | 9.28K | $2.66M | 0.4% | −$249.7K | Cut−$267.6K |
| Schwab Strategic Tr | — | 79.6K | $2.43M | 0.4% | $70.5K | Added$81.1K |
| Ishares Tr | — | 3.29K | $2.15M | 0.3% | −$104.8K | Cut−$211.7K |
| Broadcom Inc. | AVGO | 6.27K | $1.94M | 0.3% | −$207K | Added−$19.2K |
| Vanguard Index Fds | — | 8.7K | $1.89M | 0.3% | $47.4K | Cut−$14.4K |
| Ishares Tr | — | 49.2K | $1.81M | 0.3% | −$27.3K | Cut−$957.3K |
| Tesla, Inc. | TSLA | 4.86K | $1.81M | 0.3% | −$282.7K | Added$176K |
| Taiwan Semiconductor Mfg Ltd | — | 4.86K | $1.64M | 0.3% | $158.1K | Added$232.2K |
| Ishares Bitcoin Trust Etf | IBIT | 42.4K | $1.63M | 0.3% | −$475.7K | Cut−$505.2K |
| Johnson & Johnson | JNJ | 6.01K | $1.47M | 0.2% | $222.7K | Added$237.6K |
| Ishares Tr | — | 12.8K | $1.45M | 0.2% | −$130.3K | Cut−$159.6K |
| Ishares Tr | — | 13.2K | $1.4M | 0.2% | −$12.6K | Cut−$196.1K |
| Vanguard World Fd | — | 2K | $1.4M | 0.2% | −$112.1K | Held |
| Costco Whsl Corp New | — | 1.36K | $1.35M | 0.2% | $122K | Added$571.5K |
| Meta Platforms, Inc. | META | 2.33K | $1.33M | 0.2% | −$196.2K | Added−$139K |
| Berkshire Hathaway Inc Del | — | 2.76K | $1.32M | 0.2% | −$64.8K | Cut−$240.2K |
| Putnam Etf Trust | — | 114.1K | $1.32M | 0.2% | — | New |
| Ishares Tr | — | 3.56K | $1.12M | 0.2% | −$32.6K | Held |
| Chevron Corp New | CVX | 5.33K | $1.1M | 0.2% | $228.8K | Added$463.8K |
| Exxon Mobil Corp | — | 6.42K | $1.09M | 0.2% | $246.9K | Added$486.5K |
| Franklin Templeton Etf Tr | — | 44.3K | $1.07M | 0.2% | — | New |
| Moodys Corp | — | 2.37K | $1.03M | 0.2% | −$152.3K | Added−$10K |
| Bristol-Myers Squibb Co | — | 17K | $1.03M | 0.2% | $104.7K | Added$188.5K |
| Vanguard Index Fds | — | 3.16K | $1.02M | 0.2% | −$45.8K | Cut−$92.4K |
| AbbVie Inc. | ABBV | 4.6K | $1M | 0.2% | −$50.6K | Cut−$79.9K |
| Jpmorgan Chase & Co. | — | 3.34K | $981.5K | 0.2% | −$93.9K | Cut−$237.6K |
| Vanguard Admiral Fds Inc | — | 7.8K | $971.2K | 0.2% | $20.3K | Added$196.3K |
| Select Sector Spdr Tr | — | 17.4K | $859K | 0.1% | −$94K | Held |
| Walmart Inc. | WMT | 6.9K | $857.4K | 0.1% | $80.9K | Added$157.4K |
| Spdr Series Trust | — | 34.1K | $845.1K | 0.1% | −$4.78K | Cut−$104.2K |
| Merck & Co., Inc. | MRK | 6.53K | $784.9K | 0.1% | $93.4K | Added$131K |
| Micron Technology Inc | MU | 2.3K | $778K | 0.1% | $119.3K | Added$128.7K |
| Vanguard Index Fds | — | 1.29K | $769.8K | 0.1% | −$38K | Cut−$204.2K |
| Eli Lilly & Co | LLY | 823 | $757K | 0.1% | −$115.9K | Added−$46.9K |
| Vanguard Star Fds | — | 9.82K | $756.9K | 0.1% | $16.4K | Held |
| Asml Holding N V | — | 565 | $746.3K | 0.1% | $131.5K | Added$185.7K |
| Mcdonalds Corp | MCD | 2.29K | $711.6K | 0.1% | $11.1K | Added$51.2K |
| Spdr Series Trust | — | 3.89K | $692.3K | 0.1% | $9.94K | Cut$3.44K |
| Visa Inc. | V | 2.18K | $658.2K | 0.1% | −$82K | Added$64.9K |
| Citigroup Inc | — | 5.78K | $655.6K | 0.1% | −$18.9K | Cut−$25.8K |
| Devon Energy Corp New | — | 12K | $602.5K | 0.1% | $160K | Added$174.4K |
| Hsbc Hldgs Plc | — | 7.23K | $596.1K | 0.1% | $27K | Added$39.7K |
| Lam Research Corp | LRCX | 2.75K | $588K | 0.1% | $105.5K | Added$162.8K |
| Expedia Group, Inc. | EXPE | 2.48K | $572.8K | 0.1% | −$127.2K | Added−$114.8K |
| Alibaba Group Hldg Ltd | — | 4.37K | $548.8K | 0.1% | −$88.9K | Added−$68.2K |
| Astrazeneca Plc Ord | AZN | 2.76K | $544.9K | 0.1% | — | New |
| Chubb Limited | — | 1.67K | $544.3K | 0.1% | $23.1K | Cut$4.65K |
| Lincoln Elec Hldgs Inc | — | 2.14K | $534K | 0.1% | $20.2K | Added$22.2K |
| Tjx Cos Inc New | — | 3.32K | $529.9K | 0.1% | $19K | Added$51.6K |
| Novartis Ag | — | 3.46K | $528.2K | 0.1% | $50.2K | Added$63.5K |
| Netflix Inc | NFLX | 5.46K | $525.1K | 0.1% | $10.6K | Added$107.4K |
| Ge Aerospace | — | 1.84K | $522.5K | 0.1% | −$41.7K | Added−$6.47K |
| Fedex Corp | FDX | 1.46K | $518.7K | 0.1% | $95.4K | Added$109.3K |
| Comfort Sys Usa Inc | — | 370 | $510.2K | 0.1% | $164K | Added$166.8K |
| Texas Pacific Land Corporati | — | 1.07K | $506.2K | 0.1% | $199.8K | Held |
| Bank America Corp | — | 10.2K | $498.5K | 0.1% | −$63.9K | Cut−$208.5K |
| Edison Intl | — | 6.79K | $496.7K | 0.1% | $86.3K | Added$103.3K |
| Pg&E Corp | — | 27.7K | $486.5K | 0.1% | $33.2K | Added$131K |
| Lockheed Martin Corp | LMT | 780 | $471.3K | 0.1% | $93.2K | Added$98K |
| TechnipFMC PLC | FTI | 6.8K | $469.9K | 0.1% | $166.2K | Added$168.5K |
| Spdr Series Trust | — | 9.71K | $464.3K | 0.1% | −$1.57K | Cut−$2.72K |
| Abbott Labs | ABT | 4.45K | $457.1K | 0.1% | −$84.1K | Added−$8.47K |
| HCA Healthcare, Inc. | HCA | 961 | $454.8K | 0.1% | $6.06K | Added$11.7K |
| Intuitive Surgical Inc | ISRG | 985 | $454.1K | 0.1% | −$94.9K | Added−$56.2K |
| Shell Plc | — | 4.88K | $453.9K | 0.1% | $92.6K | Added$105.2K |
| Travelers Companies, Inc. | TRV | 1.54K | $450.6K | 0.1% | $2.5K | Cut$472 |
| GE Vernova Inc. | GEV | 510 | $445.2K | 0.1% | $82.5K | Added$199.4K |
| At&T Inc | — | 15.3K | $443.5K | 0.1% | $56.6K | Added$104.3K |
| Intel Corp | INTC | 9.94K | $438.8K | 0.1% | $71.9K | Cut$2.16K |
| Royal Bk Cda | — | 2.66K | $430K | 0.1% | −$23K | Added−$19.6K |
| Verizon Communications Inc | VZ | 8.5K | $426.5K | 0.1% | — | New |
| Newmont Corp | — | 3.94K | $426.4K | 0.1% | $32K | Added$46.6K |
| Mueller Inds Inc | — | 3.83K | $424K | 0.1% | −$15.2K | Added−$12.9K |
| Home Depot, Inc. | HD | 1.26K | $415.4K | 0.1% | −$19.2K | Cut−$72.9K |
| Procter And Gamble Co | PG | 2.84K | $409.9K | 0.1% | — | New |
| Phillips 66 | PSX | 2.21K | $403.5K | 0.1% | $117.7K | Cut$110K |
| Goldman Sachs Group Inc | — | 472 | $399K | 0.1% | −$14.9K | Added$1.13K |
| Amphenol Corp New | — | 3.1K | $391.9K | 0.1% | −$25.1K | Added$6.52K |
| General Dynamics Corp | GD | 1.13K | $386.8K | 0.1% | $7.31K | Added$7.66K |
| Airbnb, Inc. | ABNB | 3.05K | $385K | 0.1% | −$23K | Added$54K |
| Ametek Inc/ | AME | 1.77K | $379.7K | 0.1% | $14.1K | Added$60.2K |
| Booking Holdings Inc. | BKNG | 90 | $378.9K | 0.1% | −$85.9K | Added−$22.7K |
| Ishares Tr | — | 3.53K | $376.1K | 0.1% | −$714 | Cut−$19.1K |
| Delta Air Lines Inc Del | DAL | 5.63K | $374.2K | 0.1% | −$11.9K | Added$91.6K |
| Philip Morris Intl Inc | — | 2.25K | $371.8K | 0.1% | $10.8K | Added$22.7K |
| Hartford Insurance Group Inc | — | 2.65K | $358.8K | 0.1% | −$6.28K | Added$21.8K |
| Coca Cola Co | KO | 4.69K | $356.5K | 0.1% | $27.5K | Added$42.8K |
| Eaton Corp Plc | ETN | 990 | $354.1K | 0.1% | $35.9K | Added$62K |
| Pulte Group Inc | — | 2.98K | $350.4K | 0.1% | $769 | Added$92.5K |
| Mitsubishi Ufj Finl Group In | — | 20.5K | $348.3K | 0.1% | $22.1K | Added$33K |
| Oracle Corp | — | 2.36K | $347.6K | 0.1% | −$75.4K | Added$40.1K |
| Valero Energy Corp | — | 1.4K | $346.9K | 0.1% | $116.5K | Added$121.9K |
| Northern Tr Corp | — | 2.48K | $346.7K | 0.1% | $7.33K | Added$10.7K |
| Sandisk Corp | SNDK | 543 | $345K | 0.1% | $216.1K | Cut$103.3K |
| Halliburton Co | HAL | 8.81K | $343.3K | 0.1% | $85.8K | Added$117.5K |
| Ishares Inc | — | 4.84K | $337.7K | 0.1% | $12.2K | Cut−$5.7K |
| Danaher Corporation | — | 1.78K | $336.8K | 0.1% | −$42.9K | Added$87.4K |
| Toronto Dominion Bk Ont | — | 3.6K | $336K | 0.1% | −$3.14K | Added$4.14K |
| Us Bancorp Del | — | 6.42K | $334.1K | 0.1% | −$8.53K | Added−$3.95K |
| Western Digital Corp | WDC | 1.23K | $333.8K | 0.1% | $121.2K | Cut$120.5K |
| Banco Santander Sa | — | 29.3K | $330.4K | 0.1% | −$13.2K | Cut−$14.8K |
| Spdr S&P 500 Etf Tr | — | 506 | $328.9K | 0.1% | −$13.8K | Added$32.4K |
| Ubiquiti Inc. | UI | 415 | $328K | 0.1% | $96K | Added$103.9K |
| Unitedhealth Group Inc | UNH | 1.21K | $327.6K | 0.1% | −$72.3K | Cut−$82.6K |
| Synchrony Financial | — | 4.79K | $325.8K | 0.1% | −$73.8K | Cut−$143.4K |
| Vanguard Specialized Funds | — | 1.5K | $322.1K | 0.1% | −$7.07K | Held |
| Conocophillips | COP | 2.43K | $321.3K | 0.1% | $91.3K | Added$98.6K |
| Ciena Corp | CIEN | 824 | $319.9K | 0.1% | — | New |
| Toyota Motor Corp | — | 1.54K | $318.2K | 0.1% | −$11.9K | Added−$1.6K |
| BlackRock, Inc. | BLK | 329 | $316.4K | 0.1% | −$24.2K | Added$80.6K |
| Bhp Group Ltd | — | 4.35K | $316.2K | 0.1% | $46.6K | Added$88.5K |
| United Airls Hldgs Inc | — | 3.43K | $315.8K | 0.1% | −$66.6K | Added−$61.3K |
| Capital One Finl Corp | — | 1.73K | $315.4K | 0.1% | −$103.6K | Cut−$437.1K |
| Bank New York Mellon Corp | — | 2.65K | $313.9K | 0.1% | $6.69K | Added$8.23K |
| Ishares Tr | — | 3.23K | $313.3K | 0.1% | $3.55K | Held |
| Marriott Intl Inc New | — | 919 | $300.6K | 0.0% | $15.5K | Cut−$55.9K |
| Marsh & Mclennan Cos Inc | — | 1.7K | $294.5K | 0.0% | — | New |
| Linde Plc | LIN | 578 | $286.5K | 0.0% | — | New |
| Huron Consulting Group Inc. | HURN | 2.23K | $284.8K | 0.0% | −$101.5K | Cut−$101.6K |
| Fortinet, Inc. | FTNT | 3.48K | $284.2K | 0.0% | $6.21K | Added$70.8K |
| Schwab Strategic Tr | — | 8.61K | $283.6K | 0.0% | $1.73K | Cut−$14.1K |
| Oreilly Automotive Inc | — | 3.05K | $281.3K | 0.0% | $3.29K | Added$8.55K |
| Biogen Inc. | BIIB | 1.53K | $280.3K | 0.0% | $9.45K | Added$53.6K |
| Regeneron Pharmaceuticals, Inc. | REGN | 359 | $277.4K | 0.0% | $276 | Cut−$8.99K |
| Centene Corp Del | — | 8.31K | $272.2K | 0.0% | −$69.9K | Cut−$150.5K |
| Caterpillar Inc | CAT | 380 | $269.2K | 0.0% | $50K | Added$57.8K |
| Pepsico Inc | PEP | 1.73K | $268.2K | 0.0% | $20.4K | Cut−$276.6K |
| Fox Corp | — | 4.56K | $266.5K | 0.0% | −$66.9K | Cut−$70.4K |
| Adobe Inc. | ADBE | 1.09K | $264.7K | 0.0% | −$85K | Added−$13.5K |
| Cigna Group | CI | 987 | $263.3K | 0.0% | — | New |
| Prologis Inc. | — | 1.98K | $262.1K | 0.0% | $8.96K | Cut$8.32K |
| Mastercard Inc | MA | 514 | $257K | 0.0% | −$36.6K | Cut−$167.4K |
| EMCOR Group, Inc. | EME | 346 | $255.6K | 0.0% | — | New |
| Intuit Inc. | INTU | 590 | $255.2K | 0.0% | −$93K | Added−$12.6K |
| Natera, Inc. | NTRA | 1.25K | $250K | 0.0% | −$36.4K | Cut−$54K |
| Abrdn Precious Metals Basket | — | 1.14K | $249.1K | 0.0% | $14.9K | Held |
| Banco Bilbao Vizcaya Argenta | — | 11.5K | $248.6K | 0.0% | −$18.9K | Cut−$24.9K |
| Salesforce, Inc. | CRM | 1.32K | $247.3K | 0.0% | — | New |
| General Mtrs Co | — | 3.31K | $246.6K | 0.0% | −$20.7K | Added$33 |
| Cummins Inc | CMI | 456 | $245.3K | 0.0% | $12.5K | Added$13.6K |
| Omnicom Group Inc. | OMC | 3.24K | $244.2K | 0.0% | — | New |
| Constellation Energy Corp | CEG | 871 | $243.1K | 0.0% | −$64.5K | Cut−$95.5K |
| British Amern Tob Plc | — | 4.15K | $242.6K | 0.0% | $7.31K | Added$18.8K |
| BorgWarner Inc | BWA | 4.44K | $241.1K | 0.0% | $40.9K | Held |
| Arista Networks, Inc. | ANET | 1.91K | $235K | 0.0% | −$15.8K | Cut−$97.2K |
| Kla Corp | KLAC | 159 | $234.1K | 0.0% | — | New |
| International Business Machs | — | 960 | $232.8K | 0.0% | −$42.6K | Added−$1.34K |
| Freeport-Mcmoran Inc | FCX | 3.95K | $232K | 0.0% | — | New |
| Pinnacle Finl Partners Inc Com | — | 2.68K | $230.9K | 0.0% | — | New |
| Disney Walt Co | — | 2.38K | $229.8K | 0.0% | −$36.8K | Added−$11.1K |
| Enbridge Inc | — | 4.2K | $227.5K | 0.0% | — | New |
| Equinix Inc | EQIX | 230 | $225.5K | 0.0% | — | New |
| Hunt J B Trans Svcs Inc | — | 1.06K | $224.1K | 0.0% | $18.6K | Held |
| Marathon Pete Corp | — | 913 | $222.9K | 0.0% | — | New |
| Bp Plc | — | 4.72K | $221.9K | 0.0% | — | New |
| Rio Tinto Plc | — | 2.37K | $221K | 0.0% | — | New |
| Shopify Inc. | SHOP | 1.86K | $220.3K | 0.0% | −$58.1K | Added−$735 |
| Blackstone Inc. | BX | 1.9K | $218.8K | 0.0% | −$74.5K | Cut−$133.7K |
| Zoom Communications, Inc. | ZM | 2.69K | $215.8K | 0.0% | −$15.8K | Cut−$136.3K |
| Vale S.A. | VALE | 13.5K | $214.7K | 0.0% | $37.3K | Added$46.2K |
| Sony Group Corp | — | 10.3K | $213.7K | 0.0% | −$50.6K | Cut−$95.9K |
| Slb Limited/Nv | SLB | 4.14K | $212.8K | 0.0% | — | New |
| Advanced Micro Devices Inc | AMD | 1.03K | $210.6K | 0.0% | — | New |
| Kinder Morgan Inc Del | — | 6.24K | $209.2K | 0.0% | — | New |
| RTX Corp | RTX | 1.08K | $208.6K | 0.0% | — | New |
| ServiceNow, Inc. | NOW | 1.98K | $207.2K | 0.0% | −$96.4K | Cut−$198.1K |
| Sumitomo Mitsui Finl Group I | — | 10.5K | $207.2K | 0.0% | $4.31K | Added$8.85K |
| Honeywell Intl Inc | — | 914 | $206.7K | 0.0% | — | New |
| Ross Stores, Inc. | ROST | 953 | $206.4K | 0.0% | — | New |
| Teradyne, Inc | TER | 696 | $206.3K | 0.0% | — | New |
| Medpace Hldgs Inc | — | 427 | $205K | 0.0% | −$34.8K | Cut−$108.4K |
| Uber Technologies, Inc | UBER | 2.85K | $204.9K | 0.0% | — | New |
| State Str Corp | — | 1.62K | $204.8K | 0.0% | — | New |
| Neurocrine Biosciences Inc | NBIX | 1.55K | $204.3K | 0.0% | — | New |
| Sap Se | — | 1.19K | $203.7K | 0.0% | −$85.3K | Cut−$92.4K |
| Steel Dynamics Inc | STLD | 1.13K | $202.9K | 0.0% | — | New |
| Gsk Plc | — | 3.67K | $202.5K | 0.0% | — | New |
| Gilead Sciences, Inc. | GILD | 1.45K | $201.9K | 0.0% | — | New |
| Vanguard Index Fds | — | 699 | $200.7K | 0.0% | −$2.13K | Held |
| Mizuho Financial Group Inc | — | 21.3K | $169K | 0.0% | $13.1K | Added$14.2K |
| Lloyds Banking Group Plc | — | 29.4K | $148.1K | 0.0% | −$7.84K | Added−$5.8K |
| Banco Bradesco S A | — | 32.3K | $117.9K | 0.0% | $10.1K | Added$12.9K |
| Adt Inc Del | — | 14.2K | $93K | 0.0% | −$21.2K | Cut−$88.9K |
| Ambev Sa | — | 21.9K | $64.1K | 0.0% | $7.76K | Added$21.4K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.