Riversedge Advisors, LLC reported 310 positions worth $247.44M for the quarter ended Sep 30, 2026, up 22.1% on the prior quarter. It opened 79 new positions, added to 176, trimmed 52 and exited 32. Its largest holding is Apple Inc. at 20.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +11.7K | – | $1.77M | 0.714% |
| MSFT Microsoft Corp | +2,445 | +19.3% | $1.25M | 3.14% |
| NVDA Nvidia Corp | +3,468 | +8.4% | $792.02K | 4.14% |
| PG PROCTER & GAMBLE Co | +5,293 | +230.7% | $768.93K | 0.445% |
| TXN Texas Instruments Inc | +2,165 | – | $606.40K | 0.245% |
| ATO Atmos Energy Corp | +3,509 | – | $548.95K | 0.222% |
| ORCL Oracle Corp | +3,821 | +125.4% | $524.64K | 0.381% |
| NXPI NXP Semiconductors N.V. | +2,099 | – | $498.58K | 0.201% |
| PEG Public Service Enterprise Group Inc | +7,333 | – | $493.79K | 0.2% |
| PFE Pfizer Inc | +17.2K | +153.1% | $489.97K | 0.327% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| EIX Edison International | -8,431 | -100.0% | $627.69K | Exited |
| AAPL Apple Inc. | -1,853 | -1.2% | $617.09K | 20.45% |
| CRS Carpenter Technology Corp | -891 | -100.0% | $549.60K | Exited |
| IBIT iShares Bitcoin Trust ETF | -11.3K | -5.2% | $534.00K | 3.96% |
| TPL Texas Pacific Land Corp | -1,111 | -100.0% | $486.10K | Exited |
| AON Aon plc | -1,390 | -100.0% | $461.05K | Exited |
| WMT Walmart Inc. | -4,097 | -63.5% | $425.83K | 0.099% |
| PCG PG&E Corp | -31.7K | -70.9% | $388.67K | 0.065% |
| MAA Mid America Apartment Communities Inc. | -2,754 | -100.0% | $382.64K | Exited |
| TMUS T-Mobile US, Inc. | -2,260 | -100.0% | $379.07K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +11.7K | $1.77M | 0.714% |
| TXN Texas Instruments Inc | +2,165 | $606.40K | 0.245% |
| ATO Atmos Energy Corp | +3,509 | $548.95K | 0.222% |
| NXPI NXP Semiconductors N.V. | +2,099 | $498.58K | 0.201% |
| PEG Public Service Enterprise Group Inc | +7,333 | $493.79K | 0.2% |
| ELV Elevance Health, Inc. | +1,125 | $437.51K | 0.177% |
| AIG American International Group, Inc. | +5,568 | $414.37K | 0.167% |
| HPQ Hp Inc | +12.9K | $404.54K | 0.163% |
| DOW Dow Inc. | +13.9K | $382.97K | 0.155% |
| TEL TE Connectivity plc | +1,804 | $380.79K | 0.154% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| EIX Edison International | -8,431 | $627.69K | 0.31% |
| CRS Carpenter Technology Corp | -891 | $549.60K | 0.271% |
| TPL Texas Pacific Land Corp | -1,111 | $486.10K | 0.24% |
| AON Aon plc | -1,390 | $461.05K | 0.228% |
| MAA Mid America Apartment Communities Inc. | -2,754 | $382.64K | 0.189% |
| TMUS T-Mobile US, Inc. | -2,260 | $379.07K | 0.187% |
| EVR Evercore Inc. | -1,082 | $369.53K | 0.182% |
| DKNG DraftKings Inc. | -13.5K | $341.09K | 0.168% |
| HLT Hilton Worldwide Holdings Inc. | -949 | $313.61K | 0.155% |
| COO Cooper Companies, Inc. | -4,124 | $295.73K | 0.146% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 151.9K | $50.59M | 20.45% | -1,853 | -1.2% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 44.9K | $10.25M | 4.14% | +3,468 | +8.4% | Added | 0% |
| 3 | IBIT iShares Bitcoin Trust ETF | Others | 206.9K | $9.79M | 3.96% | -11.3K | -5.2% | Reduced | 0.02% |
| 4 | MSFT Microsoft Corp | Technology | 15.1K | $7.77M | 3.14% | +2,445 | +19.3% | Added | 0% |
| 5 | BTC Grayscale Bitcoin Mini Trust ETF | Others | 140.9K | $5.21M | 2.1% | -718 | -0.5% | Reduced | 0.11% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 20.7K | $5.17M | 2.09% | +1,191 | +6.1% | Added | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 13.6K | $4.70M | 1.9% | +39 | +0.3% | Added | 0% |
| 8 | PLTR Palantir Technologies Inc. | Technology | 23.3K | $4.36M | 1.76% | +1,009 | +4.5% | Added | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 11.1K | $3.79M | 1.53% | +195 | +1.8% | Added | 0% |
| 10 | MU Micron Technology Inc | Technology | 2,657 | $2.83M | 1.14% | +258 | +10.8% | Added | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 3,483 | $2.53M | 1.02% | +645 | +22.7% | Added | 0% |
| 12 | AVGO Broadcom Inc. | Technology | 6,829 | $2.40M | 0.969% | -18 | -0.3% | Reduced | 0% |
| 13 | TSLA Tesla, Inc. | Consumer Discretionary | 5,776 | $2.05M | 0.828% | +440 | +8.2% | Added | 0% |
| 14 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 4,335 | $1.98M | 0.799% | -276 | -6.0% | Reduced | 0% |
| 15 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,933 | $1.96M | 0.791% | +464 | +13.4% | Added | 0% |
Tip. Select a row to see that position’s full history at Riversedge Advisors.
As of its Q3 2026 13F filing, Riversedge Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 20.4%, Nvidia Corp (NVDA) at 4.1%, iShares Bitcoin Trust ETF (IBIT) at 4.0%, Microsoft Corp (MSFT) at 3.1%, Grayscale Bitcoin Mini Trust ETF (BTC) at 2.1% of the reported portfolio.
Riversedge Advisors, LLC reported a 13F portfolio worth $247.44M across 310 positions for Q3 2026. That is up 22.1% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($1.77M), Microsoft Corp ($1.25M), Nvidia Corp ($792.02K). It opened 79 new positions.
Its largest sales by value were Edison International ($627.69K), Apple Inc. ($617.09K), Carpenter Technology Corp ($549.60K). It exited 32 positions entirely.
From the Form 13F-HR reports Riversedge Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.