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RIVERSEDGE ADVISORS, LLC
Period ended Sep 30, 2026 · Latest filing Oct 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $813,031,248
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $86,135,796
- VANGUARD INDEX FDS · MRNGSTR GRWT ETF · 922908736 · shares: $67,751,814
- ISHARES TR · CORE MSCI INTL · 46435G326 · shares: $55,556,936
- APPLE INC · COM · 037833100 · shares: $50,590,187
- SPDR SERIES TRUST · ST STR P500GRW · 78464A409 · shares: $39,149,089
- VANGUARD BD INDEX FDS · TOTAL BND MRKT · 921937835 · shares: $35,793,546
- SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $29,639,724
- SPDR SERIES TRUST · ST STR P500VAL · 78464A508 · shares: $27,870,397
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $18,957,008
- VANGUARD MUN BD FDS · TAX EXEMPT BD · 922907746 · shares: $16,953,132
Reported holdings
368 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CATERPILLAR INC | COM | 149123101 | — | 873 shares | $707,820 |
| ATLASSIAN CORPORATION | CL A | 049468101 | — | 3,930 shares | $704,610 |
| COCA COLA CO | COM | 191216100 | — | 7,973 shares | $686,276 |
| MITSUBISHI UFJ FINANCIAL GRO | SPONSORED ADS | 606822104 | — | 29,250 shares | $674,798 |
| NATERA INC | COM | 632307104 | — | 1,629 shares | $673,282 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 1,654 shares | $672,566 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 727 shares | $670,541 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 7,955 shares | $663,924 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 7,797 shares | $662,433 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 3,444 shares | $657,144 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 1,887 shares | $655,317 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 724 shares | $651,545 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 1,769 shares | $649,236 |
| BLACKROCK INC | COM | 09290D101 | — | 610 shares | $645,885 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 | — | 2,400 shares | $634,992 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 1,397 shares | $634,881 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | — | 13,651 shares | $628,489 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 1,505 shares | $626,276 |
| BANCO SANTANDER SA | ADR | 05964H105 | — | 44,880 shares | $620,690 |
| SPDR SERIES TRUST | ST STR R1K LOWV | 78468R804 | — | 3,512 shares | $612,205 |
| TEXAS INSTRS INC | COM | 882508104 | — | 2,165 shares | $606,395 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 13,733 shares | $599,445 |
| GE VERNOVA INC | COM | 36828A101 | — | 620 shares | $589,304 |
| ROYAL BK CDA | COM | 780087102 | — | 2,996 shares | $588,984 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 6,809 shares | $587,549 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 768 shares | $582,351 |
| BHP BILLITON LIMITED | SPONSORED ADS | 088606108 | — | 6,771 shares | $574,452 |
| RTX CORPORATION | COM | 75513E101 | — | 3,084 shares | $572,533 |
| AMPHENOL CORP | CL A | 032095101 | — | 6,737 shares | $567,929 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 1,705 shares | $565,661 |
| DISNEY WALT CO | COM | 254687106 | — | 5,381 shares | $564,484 |
| LINDE PLC | SHS | G54950103 | — | 1,180 shares | $560,087 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 1,061 shares | $554,701 |
| ATMOS ENERGY CORP | COM | 049560105 | — | 3,509 shares | $548,948 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 7,837 shares | $548,590 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 4,854 shares | $538,551 |
| RUBRIK INC. | CL A | 781154109 | — | 4,693 shares | $537,208 |
| WELLS FARGO & CO | COM | 949746101 | — | 6,668 shares | $533,735 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 3,245 shares | $531,244 |
| ANALOG DEVICES INC | COM | 032654105 | — | 1,339 shares | $531,105 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 3,106 shares | $530,287 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 977 shares | $525,369 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 1,285 shares | $510,543 |
| TORONTO DOMINION BK ONT | COM NEW | 891160509 | — | 4,319 shares | $507,612 |
| AT&T INC | COM | 00206R102 | — | 20,701 shares | $505,097 |
| GENERAL MILLS INC | COM | 370334104 | — | 15,705 shares | $505,073 |
| SANDISK CORP | COM | 80004C200 | — | 289 shares | $502,828 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 2,099 shares | $498,575 |
| ROSS STORES INC | COM | 778296103 | — | 2,133 shares | $497,842 |
| PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | — | 7,333 shares | $493,792 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 1,704 shares | $486,407 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 3,386 shares | $482,742 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 2,172 shares | $477,788 |
| NORTHERN TR CORP | COM | 665859104 | — | 2,809 shares | $475,732 |
| MUELLER INDS INC | COM | 624756102 | — | 7,720 shares | $467,909 |
| TECHNIPFMC PLC | COM | G87110105 | — | 6,865 shares | $466,271 |
| CAPITAL GRP FIXED INCM ETF T | MUN INM ETF | 14020Y201 | — | 17,887 shares | $463,989 |
| GENERAL MTRS CO | COM | 37045V100 | — | 5,953 shares | $458,381 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 2,964 shares | $456,249 |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 05946K101 | — | 16,308 shares | $454,504 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 890 shares | $453,168 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 7,013 shares | $448,061 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 | — | 18,902 shares | $444,764 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 2,001 shares | $444,742 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 587 shares | $443,050 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 4,098 shares | $440,699 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 3,035 shares | $438,952 |
| FEDEX CORP | COM | 31428X106 | — | 1,535 shares | $437,694 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 1,125 shares | $437,510 |
| US BANCORP | COM NEW | 902973304 | — | 7,523 shares | $434,512 |
| ANTERO RESOURCES CORP | COM | 03674X106 | — | 12,787 shares | $426,958 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 1,198 shares | $426,165 |
| SUMITOMO MITSUI FIN GRP INC | SPONSORED ADR | 86562M209 | — | 16,266 shares | $421,452 |
| EATON CORP PLC | SHS | G29183103 | — | 980 shares | $421,116 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 2,568 shares | $418,353 |
| EOG RES INC | COM | 26875P101 | — | 3,014 shares | $415,246 |
| MARATHON PETE CORP | COM | 56585A102 | — | 1,050 shares | $415,191 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 751 shares | $414,401 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | — | 5,568 shares | $414,371 |
| SPDR SERIES TRUST | ST NUVE TERM ETF | 78468R739 | — | 8,871 shares | $413,855 |
| APPLIED MATLS INC | COM | 038222105 | — | 805 shares | $411,661 |
| VERISIGN INC | COM | 92343E102 | — | 1,452 shares | $409,479 |
| MCDONALDS CORP | COM | 580135101 | — | 1,765 shares | $407,680 |
| LYONDELLBASELL INDUSTRIES NV | SHS - A - | N53745100 | — | 7,084 shares | $407,117 |
| HP INC | COM | 40434L105 | — | 12,933 shares | $404,544 |
| BIOGEN INC | COM | 09062X103 | — | 1,765 shares | $398,678 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 1,956 shares | $398,222 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,525 shares | $393,595 |
| NUTANIX INC | CL A | 67059N108 | — | 5,576 shares | $392,606 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 2,623 shares | $389,909 |
| CUMMINS INC | COM | 231021106 | — | 747 shares | $385,878 |
| BARCLAYS PLC | ADR | 06738E204 | — | 15,899 shares | $385,869 |
| DOW HLDGS INC | COM | 260557103 | — | 13,906 shares | $382,973 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 1,804 shares | $380,788 |
| ASTRAZENECA PLC | ORD | G0593M107 | — | 2,347 shares | $378,970 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | — | 3,092 shares | $378,337 |
| EQUINIX INC | COM | 29444U700 | — | 374 shares | $378,331 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,417 shares | $375,151 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 391 shares | $373,569 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 3,562 shares | $372,326 |