RIVERSEDGE ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
Wilmington, DE
Holdings as of
9/30/2026
Date filed
10/9/2026
Form type
13F-HR
Num holdings
368
Total value ($000)
$813,031
Net value change ($000)
+53,929 (7.1%)
New positions
85
Sold out positions
33
Turnover %
6.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VUG 51,552 318.2%
IEMG 9,245 2784.6%
IMTM 6,981 NEW
AAPL 6,096 13.7%
BKGI 6,065 NEW
MSFT 3,031 64.0%
NODE 2,715 NEW
IBIT 2,531 34.8%
NVDA 1,964 23.7%
SPACE EXPLORATION TECHN CORP 1,767 NEW
Top Reduces (Value $000, Stocks/ETFs)
VV -49,729 -98.3%
VWO -9,408 -40.2%
BND -5,849 -14.0%
IDEV -3,337 -5.7%
XOM -934 -100.0%
VIOV -886 -7.6%
VTEB -772 -4.4%
VTWG -752 -12.0%
EIX -628 -100.0%
PCG -593 -78.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 7,127 (0.9% 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.
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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