RIVERSEDGE ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
Wilmington, DE
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
214
Total value ($000)
$615,032
Net value change ($000)
+18,346 (3.1%)
New positions
41
Sold out positions
25
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/9/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VV 11,833 16.6%
IDEV 4,979 9.7%
BND 4,782 10.7%
GRAYSCALE COINDESK CRYPTO 4,641 NEW
IJR 3,252 23.7%
RSP 3,091 11.9%
AAPL 2,150 9.2%
GOOGL 1,176 40.8%
SCHWAB STRATEGIC TRUST 857 3.3%
GOOGL 800 37.6%
Top Reduces (Value $000, Stocks/ETFs)
SCHX -11,868 -100.0%
SCHA -4,386 -100.0%
BTC -3,843 -33.5%
IEFA -3,300 -17.4%
VWO -2,434 -8.4%
ETH -1,420 -100.0%
IBIT -1,309 -38.0%
MSFT -661 -11.1%
SPYM -573 -100.0%
PG -548 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type