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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) |
|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 540 shares | $364,651 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 7,877 shares | $361,329 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | — | 5,022 shares | $356,411 |
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 | — | 3,914 shares | $355,274 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 463 shares | $353,415 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | — | 2,043 shares | $352,029 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 1,497 shares | $349,265 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 1,855 shares | $348,888 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 11,551 shares | $348,263 |
| DOCUSIGN INC | COM | 256163106 | — | 5,182 shares | $347,971 |
| KLA CORP | COM NEW | 482480100 | — | 1,784 shares | $347,755 |
| HUNT J B TRANS SVCS INC | COM | 445658107 | — | 1,549 shares | $347,164 |
| MEDPACE HLDGS INC | COM | 58506Q109 | — | 552 shares | $344,547 |
| TERADYNE INC | COM | 880770102 | — | 854 shares | $342,377 |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 60687Y109 | — | 30,810 shares | $340,451 |
| CRANE COMPANY | COMMON STOCK | 224408104 | — | 1,665 shares | $339,693 |
| ADOBE INC | COM | 00724F101 | — | 1,409 shares | $338,075 |
| MCCORMICK & CO INC | COM NON VTG | 579780206 | — | 7,275 shares | $337,569 |
| INTUIT | COM | 461202103 | — | 1,224 shares | $337,469 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 3,225 shares | $335,065 |
| DOLLAR GEN CORP | COM | 256677105 | — | 2,802 shares | $335,020 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 1,300 shares | $334,464 |
| TEXAS ROADHOUSE INC | COM | 882681109 | — | 2,125 shares | $332,223 |
| UNITY SOFTWARE INC | COM | 91332U101 | — | 8,084 shares | $330,878 |
| D R HORTON INC | COM | 23331A109 | — | 2,416 shares | $330,146 |
| MOLINA HEALTHCARE INC | COM | 60855R100 | — | 1,740 shares | $329,034 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | — | 1,581 shares | $328,058 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 | — | 3,482 shares | $327,900 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 8,986 shares | $327,538 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 2,617 shares | $327,498 |
| FACTSET RESH SYS INC | COM | 303075105 | — | 1,204 shares | $324,957 |
| UBS GROUP AG | SHS | H42097107 | — | 6,729 shares | $323,867 |
| EVERSOURCE ENERGY | COM | 30040W108 | — | 5,045 shares | $323,687 |
| NVR INC | COM | 62944T105 | — | 52 shares | $320,028 |
| SYNOPSYS INC | COM | 871607107 | — | 734 shares | $319,246 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 327 shares | $317,602 |
| EAST WEST BANCORP INC | COM | 27579R104 | — | 2,547 shares | $315,650 |
| HALLIBURTON CO | COM | 406216101 | — | 9,886 shares | $314,375 |
| BEST BUY INC | COM | 086516101 | — | 3,512 shares | $309,899 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 2,079 shares | $309,801 |
| DANAHER CORP DEL | COM | 235851102 | — | 1,395 shares | $309,169 |
| MONGODB INC | CL A | 60937P106 | — | 886 shares | $308,868 |
| FIVE BELOW INC | COM | 33829M101 | — | 1,405 shares | $308,496 |
| ARROW ELECTRS INC | COM | 042735100 | — | 1,358 shares | $308,266 |
| ILLUMINA INC | COM | 452327109 | — | 1,122 shares | $307,069 |
| PULTE GROUP INC | COM | 745867101 | — | 2,624 shares | $304,541 |
| DTE ENERGY CO | COM | 233331107 | — | 2,489 shares | $303,160 |
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 | — | 3,870 shares | $303,137 |
| TOYOTA MOTOR CORP | ADS | 892331307 | — | 1,653 shares | $302,664 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 3,087 shares | $301,723 |
| STATE STR CORP | COM | 857477103 | — | 1,722 shares | $300,644 |
| DYNATRACE INC | COM NEW | 268150109 | — | 5,198 shares | $300,133 |
| METLIFE INC | COM | 59156R108 | — | 3,185 shares | $299,871 |
| CISCO SYS INC | COM | 17275R102 | — | 2,770 shares | $298,182 |
| HONEYWELL INTL INC | COM | 438516205 | — | 1,411 shares | $297,636 |
| CIENA CORP | COM NEW | 171779309 | — | 841 shares | $295,881 |
| WAYFAIR INC | CL A | 94419L101 | — | 2,880 shares | $295,373 |
| ARAMARK | COM | 03852U106 | — | 5,495 shares | $294,257 |
| BORGWARNER INC | COM | 099724106 | — | 4,886 shares | $293,697 |
| TARGET CORP | COM | 87612E106 | — | 1,865 shares | $292,185 |
| UNILEVER PLC | SPON ADR NEW | 904767803 | — | 4,796 shares | $291,264 |
| F5 INC | COM | 315616102 | — | 648 shares | $288,477 |
| NEWS CORP NEW | CL A | 65249B109 | — | 10,059 shares | $288,190 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 3,369 shares | $287,746 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 4,252 shares | $286,349 |
| PAYCHEX INC | COM | 704326107 | — | 2,886 shares | $284,281 |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | — | 852 shares | $283,111 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 5,158 shares | $282,959 |
| DOLLAR TREE INC | COM | 256746108 | — | 2,456 shares | $280,033 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 656 shares | $279,941 |
| ONEMAIN HLDGS INC | COM | 68268W103 | — | 5,050 shares | $279,720 |
| SERVICENOW INC | COM | 81762P102 | — | 2,081 shares | $278,875 |
| BOEING CO | COM | 097023105 | — | 1,498 shares | $278,703 |
| ZSCALER INC | COM | 98980G102 | — | 1,381 shares | $275,399 |
| CBRE GROUP INC | CL A | 12504L109 | — | 2,119 shares | $272,228 |
| GARTNER INC | COM | 366651107 | — | 1,453 shares | $271,043 |
| HUBSPOT INC | COM | 443573100 | — | 1,315 shares | $269,549 |
| GODADDY INC | CL A | 380237107 | — | 2,821 shares | $269,434 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 1,814 shares | $269,016 |
| INSMED INC | COM PAR $.01 | 457669307 | — | 2,350 shares | $268,229 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 1,006 shares | $265,795 |
| NETFLIX INC. | COM | 64110L106 | — | 3,809 shares | $265,030 |
| SEMPRA | COM | 816851109 | — | 3,375 shares | $263,115 |
| INSULET CORP | COM | 45784P101 | — | 2,012 shares | $262,506 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 1,085 shares | $261,841 |
| PAYLOCITY HLDG CORP | COM | 70438V106 | — | 1,828 shares | $260,618 |
| IRON MTN INC DEL | COM | 46284V101 | — | 2,345 shares | $260,178 |
| KKR & CO INC | COM | 48251W104 | — | 2,845 shares | $259,749 |
| MARKEL GROUP INC | COM | 570535104 | — | 151 shares | $258,580 |
| PPG INDS INC | COM | 693506107 | — | 2,464 shares | $257,069 |
| BANK OF MONTREAL | COM | 063671101 | — | 1,536 shares | $256,896 |
| BANK NOVA SCOTIA B C | COM | 064149107 | — | 2,825 shares | $256,623 |
| BP PLC | SPONSORED ADR | 055622104 | — | 5,829 shares | $256,418 |
| BLACKSTONE INC | COM | 09260D107 | — | 2,283 shares | $255,870 |
| SAP SE | SPON ADR | 803054204 | — | 1,227 shares | $255,805 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 1,004 shares | $254,953 |
| ASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | 00215W100 | — | 5,708 shares | $253,778 |
| CORCEPT THERAPEUTICS INC | COM | 218352102 | — | 2,201 shares | $253,621 |
| INCYTE CORP | COM | 45337C102 | — | 2,089 shares | $253,500 |
| TJX COS INC NEW | COM | 872540109 | — | 1,906 shares | $252,119 |