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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
  1. VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $86,135,796
  2. VANGUARD INDEX FDS · MRNGSTR GRWT ETF · 922908736 · shares: $67,751,814
  3. ISHARES TR · CORE MSCI INTL · 46435G326 · shares: $55,556,936
  4. APPLE INC · COM · 037833100 · shares: $50,590,187
  5. SPDR SERIES TRUST · ST STR P500GRW · 78464A409 · shares: $39,149,089
  6. VANGUARD BD INDEX FDS · TOTAL BND MRKT · 921937835 · shares: $35,793,546
  7. SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $29,639,724
  8. SPDR SERIES TRUST · ST STR P500VAL · 78464A508 · shares: $27,870,397
  9. VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $18,957,008
  10. VANGUARD MUN BD FDS · TAX EXEMPT BD · 922907746 · shares: $16,953,132

Reported holdings

368 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
QUALCOMM INCCOM747525103 — 1,369 shares $252,004
LLOYDS BANKING GROUP PLCSPONSORED ADR539439109 — 44,663 shares $251,453
KROGER COCOM501044101 — 4,283 shares $251,069
MCKESSON CORPCOM58155Q103 — 292 shares $249,313
GENUINE PARTS COCOM372460105 — 1,980 shares $248,965
PROLOGIS INC.COM74340W103 — 1,897 shares $246,306
S&P GLOBAL INCCOM78409V104 — 624 shares $246,220
ROBLOX CORPCL A771049103 — 5,799 shares $245,704
BAKER HUGHES COMPANYCL A05722G100 — 4,465 shares $245,129
WALMART INCCOM931142103 — 2,358 shares $245,086
NNN REIT INCCOM637417106 — 5,958 shares $244,814
FOX CORPCL A COM35137L105 — 3,897 shares $244,147
ACUITY INCCOM00508Y102 — 788 shares $244,130
OWENS CORNING NEWCOM690742101 — 2,083 shares $243,169
SCHWAB STRATEGIC TRUS LCAP GR ETF808524300 — 6,747 shares $242,430
STEEL DYNAMICS INCCOM858119100 — 1,093 shares $242,220
ARCHER DANIELS MIDLAND COCOM039483102 — 3,043 shares $241,553
GARMIN LTDSHSH2906T109 — 841 shares $241,232
NATWEST GROUP PLCSPONS ADR639057207 — 13,274 shares $240,923
AMERIPRISE FINL INCCOM03076C106 — 486 shares $239,361
AMGEN INCCOM031162100 — 566 shares $238,419
ING GROEP N.V.SPONSORED ADR456837103 — 6,659 shares $236,395
PBF ENERGY INCCL A69318G106 — 3,039 shares $233,881
CHEMED CORP NEWCOM16359R103 — 458 shares $231,322
JEFFERIES FINANCIAL GROUP INCOM47233W109 — 5,058 shares $231,302
SYSCO CORPCOM871829107 — 2,945 shares $229,592
SOUTHSTATE BK CORPCOM84472E102 — 2,303 shares $229,287
EMERSON ELEC COCOM291011104 — 1,475 shares $228,773
TENET HEALTHCARE CORPCOM NEW88033G407 — 892 shares $227,960
JABIL INCCOM466313103 — 794 shares $227,767
CHENIERE ENERGY INCCOM NEW16411R208 — 845 shares $227,330
MSCI INCCOM55354G100 — 418 shares $225,160
NORDSON CORPCOM655663102 — 686 shares $224,905
CORPAY INCCOM SHS219948106 — 578 shares $224,611
INVESCO LTDSHSG491BT108 — 7,342 shares $221,435
EXELIXIS INCCOM30161Q104 — 3,753 shares $219,213
EBAY INC.COM278642103 — 2,060 shares $218,463
J P MORGAN EXCHANGE TRADED FSMALL & MID CAP46641Q118 — 2,918 shares $214,706
3M COCOM88579Y101 — 1,304 shares $214,052
WESTERN ALLIANCE BANCORPCOM957638109 — 2,828 shares $212,383
ABRDN PRECIOUS METALS BASKETPHYSCL PRECS MET003263100 — 1,139 shares $212,196
COLGATE PALMOLIVE COCOM194162103 — 2,485 shares $212,020
HOST HOTELS & RESORTS INCCOM44107P104 — 9,468 shares $211,989
TAKEDA PHARMACEUTICAL CO LTDSPONSORED ADS874060205 — 11,652 shares $211,950
CANADIAN NAT RES LTD MED TERCOM136385101 — 4,488 shares $211,250
DECKERS OUTDOOR CORPCOM243537107 — 2,701 shares $211,056
UBIQUITI INCCOM90353W103 — 371 shares $210,554
PINNACLE FINL PARTNERS INCCOM72348N109 — 2,236 shares $209,312
BRITISH AMERN TOB PLCSPONSORED ADR110448107 — 3,845 shares $209,168
CANADIAN IMPERIAL BANK OF COCOM136069101 — 1,898 shares $209,122
PERFORMANCE FOOD GROUP COCOM71377A103 — 2,276 shares $208,277
PERMIAN RESOURCES CORPCLASS A COM71424F105 — 9,843 shares $207,884
OLD DOMINION FREIGHT LINE INCOM679580100 — 1,195 shares $207,778
DUOLINGO INCCL A COM26603R106 — 1,454 shares $207,050
WESCO INTL INCCOM95082P105 — 571 shares $205,326
CITIZENS FINL GROUP INCCOM174610105 — 3,208 shares $204,542
AMERICAN ELEC PWR CO INCCOM025537101 — 1,723 shares $204,386
CARNIVAL CORP LTDCOMMON SHARESG2004J103 — 8,195 shares $201,107
MOSAIC COCOM61945C103 — 9,280 shares $200,912
COMMERCE BANCSHARES INCCOM200525103 — 3,654 shares $200,020
VALE S ASPONSORED ADS91912E105 — 12,846 shares $172,265
V F CORPCOM918204108 — 12,183 shares $171,298
PG&E CORPCOM69331C108 — 13,041 shares $159,752
CONAGRA BRANDS INCCOM205887102 — 11,761 shares $158,068
CNH INDL N VSHSN20944109 — 11,940 shares $153,429
FORD MTR COCOM345370860 — 11,220 shares $135,313
BANCO BRADESCO S ASP ADR PFD NEW059460303 — 29,874 shares $105,156
AMBEV SASPONSORED ADR02319V103 — 21,309 shares $62,222