RIVERSEDGE ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Wilmington, DE
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
316
Total value ($000)
$759,102
Net value change ($000)
+141,366 (22.9%)
New positions
112
Sold out positions
13
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AAPL 21,011 89.5%
VTV 12,838 17.4%
VV 6,467 14.7%
IDEV 6,373 12.1%
SPYG 6,130 19.0%
IBIT 5,636 346.4%
SCHWAB STRATEGIC TRUST 3,235 12.0%
VWO 2,754 13.3%
VUG 2,750 20.4%
NVDA 2,071 33.3%
Top Reduces (Value $000, Stocks/ETFs)
BTC -7,422 -66.9%
PLTR -693 -21.0%
NFLX -285 -54.3%
INTU -255 -100.0%
CRM -247 -100.0%
OMC -244 -100.0%
RAAX -224 -3.4%
BP -222 -100.0%
SHOP -220 -100.0%
SLB -213 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 6,192 (0.8% of total reported value)
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type