Data as of Q4 2025 (Dec 31, 2025)

RIVERSEDGE ADVISORS, LLC

โ€ขCIK: 1787663โ€ขFiling: Q4 2025

**RIVERSEDGE ADVISORS, LLC** manages $615M across a diversified portfolio of 214 positions. The fund exhibits significant concentration in technology and fixed income, notably holding VV at $83.1M and IDEV at $56.1M. Core allocations include substantial exposure to fixed income via BND ($49.6M) and broad market ETFs like SPYG ($36.4M). This structure suggests a tactical approach balancing growth potential with defensive asset allocation.

Total AUM
$615.0M
QoQ Performance
+3.1%
Positions
185
Top 10 Concentration
61.5%
Latest Filing
Q4 2025

Top Holdings Allocation

VV
IDEV
BND
SPYG
VV13.5%
IDEV9.1%
BND8.1%
SPYG5.9%
RSP4.7%
SCHF4.3%
VWO4.3%
SPYV4.3%

๐Ÿ“ˆ Biggest Buys

VV
VANGUARD INDEX FDS
+14.0%
13.5% of portfolio
BND
VANGUARD BD INDEX FDS
+11.1%
8.1% of portfolio
โ€”
GRAYSCALE COINDESK CRYPTO
NEW
0.8% of portfolio
IDEV
ISHARES TR
+6.7%
9.1% of portfolio
IJR
ISHARES TR
+22.3%
2.8% of portfolio

๐Ÿ“‰ Biggest Sells

IEFA
ISHARES TR
-19.4%
2.5% of portfolio
VWO
VANGUARD INTL EQUITY INDEX F
-7.7%
4.3% of portfolio
BTC
GRAYSCALE BITCOIN MINI TR ET
-13.1%
1.2% of portfolio
SPYV
SPDR SERIES TRUST
-3.4%
4.3% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
-3.7%
2.8% of portfolio

Sector Breakdown

Other86.9%
Technology8.2%
Consumer1.4%
Financial1.2%
Healthcare0.9%
ETF0.6%
Industrial0.2%
Energy0.2%

๐Ÿšช Exited Positionssold since Q3 2025

SCHX
SCHWAB STRATEGIC TR
SOLD
$11.9M
SCHA
SCHWAB STRATEGIC TR
SOLD
$4.4M
ETH
GRAYSCALE ETHEREUM MINI TR E
SOLD
$1.4M
SPYM
SPDR SERIES TRUST
SOLD
$573.2K
PG
PROCTER AND GAMBLE CO
SOLD
$548.0K
+27 more exited positions

Changes from Q3 2025

NEW34 new positions
โ†‘105 increased
โ†“55 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023