Riversedge Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing reports a total portfolio value of approximately $8.13 billion.
The firm is headquartered at 600 N King Street, Ste. 200, Wilmington, DE 19801. The report was signed by Jarrett F. Morris, the Chief Compliance Officer, on October 9, 2026.
The filing lists 368 distinct equity positions held by the firm. The top holdings include Apple Inc., with 151,913 shares; Amazon.com Inc., with 20,736 shares; and Alphabet Inc. Class A and Class C shares, with 13,648 and 11,112 shares, respectively. Other significant positions include Microsoft Corporation (15,142 shares), Broadcom Inc. (6,829 shares), and Eli Lilly & Co. (1,223 shares).
The portfolio also includes a variety of exchange-traded funds (ETFs), such as the Fidelity Covington Trust Enhanced Small Cap (167,464 shares), the iShares Bitcoin Trust (206,895 shares), and the iShares Core MSCI Emerging Markets ETF (118,004 shares).
