Riversedge Advisors
Riversedge Advisors reported 367 stocks worth $806M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are VTV (10.7%), VUG (8.4%) and IDEV (6.9%). Compared with Q2 2026, the fund opened new positions in IMTM, BKGI and NODE, added to VTV, VUG and VTEB, trimmed IDEV, AAPL and SPYG and sold out of XOM, EIX and CRS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTV Vanguard Index Fds | $86.1M | 10.7% | 399K | +2,081 (+1%) | 8 of 8 | |
| 2 |  VUG Vanguard Index Fds | $67.8M | 8.4% | 752K | +564K (+300%) | 8 of 8 | |
| 3 |  IDEV Ishares TR | $55.6M | 6.9% | 621K | −41K (−6%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $50.6M | 6.3% | 152K | −1,853 (−1%) | 8 of 8 | |
| 5 |  SPYG Spdr Series Trust | $39.1M | 4.9% | 318K | −5,232 (−2%) | 8 of 8 | |
| 6 |  BND Vanguard BD Index Fds | $35.8M | 4.4% | 510K | −57K (−10%) | 8 of 8 | |
| 7 |  SCHF Schwab International | $29.6M | 3.7% | 1.1M | −11K (−1%) | 8 of 8 | |
| 8 |  SPYV State Street | $27.9M | 3.5% | 456K | No change | 8 of 8 | |
| 9 |  VEA Vanguard Tax-Managed Fds | $19M | 2.4% | 268K | −418 (−0%) | 8 of 8 | |
| 10 |  VTEB Vanguard Mun BD Fds | $17M | 2.1% | 358K | +7,536 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $934K | 6,833 |
 EIX Edison Intl | $628K | 8,431 |
 CRS Carpenter Technology Corp | $550K | 891 |
 TPL Texas Pacific Land C | $486K | 1,111 |
 AON Aon PLC | $461K | 1,390 |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
AAPL Apple Inc | Put | $7.1M | 21K | 0 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Riversedge Advisors 13F FAQ
What does Riversedge Advisors own?
Riversedge Advisors reported 367 stocks worth $806M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are VTV (10.7%), VUG (8.4%) and IDEV (6.9%). The table above lists every position in the filing (the top 10 without an account).
What did Riversedge Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 85 new positions, 195 added to, 76 trimmed and 33 sold out. New positions include IMTM, BKGI and NODE. It sold all of XOM, EIX and CRS.
When will Riversedge Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Riversedge Advisors's portfolio worth?
The Q3 2026 filing reports $806M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.