RIVERSEDGE ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Wilmington, DE
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
216
Total value ($000)
$617,736
Net value change ($000)
+2,704 (0.4%)
New positions
38
Sold out positions
37
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VTV 62,913 589.7%
AVEM 6,670 NEW
RAAX 6,501 NEW
FESM 6,429 NEW
IVLU 5,953 NEW
BTC 3,484 45.8%
JPIB 2,876 NEW
FTMH 1,315 NEW
FLHY 1,070 NEW
COST 571 73.0%
Top Reduces (Value $000, Stocks/ETFs)
VV -38,986 -46.9%
RSP -20,808 -71.5%
BND -8,775 -17.7%
IJR -8,657 -50.9%
VWO -5,914 -22.3%
GRAYSCALE COINDESK CRYPTO -4,641 -100.0%
SPYG -4,067 -11.2%
IDEV -3,544 -6.3%
BNDX -2,801 -30.3%
AAPL -2,151 -8.4%
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