AI Portfolio Summary
In 2026 Q1, RIVERSEDGE ADVISORS, LLC maintained a portfolio of 252 distinct positions. The most significant new addition to the portfolio was J P MORGAN EXCHANGE , which now represents 1.93% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 571.4%. The fund also reduced its exposure to INVESCO EXCHANGE TRA by 71.5%.
Total Positions
252
Quarter
2026 Q1
Top Holding
VTV (11.9%)
Top 10 Concentration
57.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 252
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTV
VANGUARD INDEX ...
|
ETF | 11.91% | 1.73% |
#1
14
Prev: #15
|
9.0 | 319,174 | 571.4% |
P
S
|
375,036 | $73,581,979 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 8.50% | 9.12% |
#2
Prev: #2
|
5.4 | -51,266 | -7.5% |
P
S
|
628,470 | $52,521,224 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 7.14% | 13.51% |
#3
2
Prev: #1
|
3.9 | -116,366 | -44.1% |
P
S
|
147,593 | $44,108,230 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BND
VANGUARD BD IND...
|
ETF | 6.61% | 8.07% |
#4
1
Prev: #3
|
3.6 | -115,252 | -17.2% |
P
S
|
554,605 | $40,841,111 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 5.24% | 5.92% |
#5
1
Prev: #4
|
3.1 | -10,902 | -3.2% |
P
S
|
330,316 | $32,341,262 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 4.37% | 4.32% |
#6
Prev: #6
|
2.2 | -16,608 | -1.5% |
P
S
|
1,089,602 | $26,967,657 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 4.20% | 4.30% |
#7
1
Prev: #8
|
2.2 | -7,325 | -1.6% |
P
S
|
458,387 | $25,935,514 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AAPL
APPLE INC
|
Technology | 3.80% | 4.17% |
#8
1
Prev: #9
|
2.0 | -1,760 | -1.9% |
P
S
|
92,530 | $23,483,090 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.34% | 4.32% |
#9
2
Prev: #7
|
1.3 | -112,050 | -22.7% |
P
S
|
381,766 | $20,634,466 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 2.83% | 2.77% |
#10
Prev: #10
|
1.6 | -694 | -0.3% |
P
S
|
272,425 | $17,457,012 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 2.67% | 2.65% |
#11
1
Prev: #12
|
1.6 | 6,144 | 1.9% |
P
S
|
330,131 | $16,470,235 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IEFA
ISHARES TR
|
ETF | 2.50% | 2.54% |
#12
1
Prev: #13
|
1.5 | -3,982 | -2.3% |
P
S
|
170,734 | $15,456,521 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 2.18% | 2.37% |
#13
1
Prev: #14
|
1.4 | 930 | 3.1% |
P
S
|
30,792 | $13,449,572 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
JBND
J P MORGAN EXCH...
|
Bond/Debt | 1.93% | — |
#14
Prev: #—
|
4.3 | 221,434 | no change |
NEW
|
221,434 | $11,906,506 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BTC
GRAYSCALE BITCO...
|
Unknown | 1.80% | 1.24% |
#15
3
Prev: #18
|
3.7 | 173,469 | 88.2% |
P
S
|
370,049 | $11,097,770 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VIOV
VANGUARD ADMIRA...
|
ETF | 1.65% | 1.61% |
#16
Prev: #16
|
1.2 | -1,290 | -1.3% |
P
S
|
100,236 | $10,198,030 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IJR
ISHARES TR
|
ETF | 1.35% | 2.76% |
#17
6
Prev: #11
|
0.5 | -74,336 | -52.6% |
P
S
|
67,078 | $8,338,458 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.34% | 4.73% |
#18
13
Prev: #5
|
0.5 | -108,706 | -71.5% |
P
S
|
43,282 | $8,306,619 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 1.08% | — |
#19
Prev: #—
|
3.9 | 82,771 | no change |
NEW
|
82,771 | $6,669,687 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
RAAX
VANECK ETF TRUS...
|
ETF | 1.05% | — |
#20
Prev: #—
|
3.9 | 159,702 | no change |
NEW
|
159,702 | $6,501,468 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 1.04% | 1.50% |
#21
4
Prev: #17
|
0.4 | -57,220 | -29.9% |
P
S
|
134,062 | $6,441,659 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
FESM
FIDELITY COVING...
|
Unknown | 1.04% | — |
#22
Prev: #—
|
3.9 | 169,186 | no change |
NEW
|
169,186 | $6,429,068 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.01% | 1.05% |
#23
4
Prev: #19
|
0.9 | 937 | 2.7% |
P
S
|
35,650 | $6,217,313 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IVLU
ISHARES TR
|
Bond/Debt | 0.96% | — |
#24
Prev: #—
|
3.9 | 150,014 | no change |
NEW
|
150,014 | $5,952,556 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VTWG
VANGUARD SCOTTS...
|
ETF | 0.82% | 0.87% |
#25
5
Prev: #20
|
0.8 | -416 | -1.8% |
P
S
|
22,236 | $5,092,826 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.81% | 0.82% |
#26
4
Prev: #22
|
0.8 | -1,345 | -1.3% |
P
S
|
106,246 | $4,983,996 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.61% | 0.66% |
#27
3
Prev: #24
|
0.7 | 100 | 0.8% |
P
S
|
13,058 | $3,755,014 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.59% | 0.86% |
#28
7
Prev: #21
|
0.7 | -1,159 | -10.6% |
P
S
|
9,787 | $3,622,868 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.56% | 0.49% |
#29
2
Prev: #27
|
2.7 | 3,665 | 28.1% |
P
S
|
16,707 | $3,479,640 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.53% | 0.65% |
#30
5
Prev: #25
|
0.7 | 111 | 0.5% |
P
S
|
22,522 | $3,294,518 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 0.52% | 0.55% |
#31
5
Prev: #26
|
0.7 | -482 | -4.3% |
P
S
|
10,697 | $3,233,113 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
JPIB
J P MORGAN EXCH...
|
Bond/Debt | 0.47% | — |
#32
Prev: #—
|
3.7 | 60,149 | no change |
NEW
|
60,149 | $2,876,325 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.43% | 0.48% |
#33
5
Prev: #28
|
0.7 | -57 | -0.6% |
P
S
|
9,276 | $2,660,975 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 0.39% | 0.38% |
#34
3
Prev: #31
|
0.7 | 346 | 0.4% |
P
S
|
79,585 | $2,427,334 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IVV
ISHARES TR
|
ETF | 0.35% | 0.38% |
#35
5
Prev: #30
|
0.6 | -156 | -4.5% |
P
S
|
3,291 | $2,149,494 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.31% | 0.32% |
#36
3
Prev: #33
|
2.1 | 607 | 10.7% |
P
S
|
6,266 | $1,939,451 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.31% | 0.31% |
#37
3
Prev: #34
|
0.6 | -292 | -3.2% |
P
S
|
8,701 | $1,890,201 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
USHY
ISHARES TR
|
ETF | 0.29% | 0.45% |
#38
9
Prev: #29
|
0.1 | -24,870 | -33.6% |
P
S
|
49,178 | $1,811,702 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.29% | 0.27% |
#39
4
Prev: #35
|
2.6 | 1,234 | 34.0% |
P
S
|
4,860 | $1,806,705 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.27% | 0.23% |
#40
1
Prev: #41
|
0.6 | 219 | 4.7% |
P
S
|
4,862 | $1,643,113 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.26% | 0.35% |
#41
9
Prev: #32
|
0.6 | -595 | -1.4% |
P
S
|
42,356 | $1,627,318 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.24% | 0.20% |
#42
1
Prev: #43
|
0.6 | 61 | 1.0% |
P
S
|
6,006 | $1,467,990 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IVW
ISHARES TR
|
Warrant | 0.23% | 0.26% |
#43
7
Prev: #36
|
0.6 | -238 | -1.8% |
P
S
|
12,827 | $1,450,817 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
MUB
ISHARES TR
|
ETF | 0.23% | 0.26% |
#44
7
Prev: #37
|
0.6 | -1,713 | -11.5% |
P
S
|
13,189 | $1,400,023 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.23% | 0.25% |
#45
6
Prev: #39
|
1.1 | no change | no change |
P
S
|
2,001 | $1,395,893 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.22% | 0.13% |
#46
8
Prev: #54
|
2.6 | 451 | 49.7% |
P
S
|
1,358 | $1,353,453 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.22% | 0.24% |
#47
7
Prev: #40
|
0.6 | 100 | 4.5% |
P
S
|
2,331 | $1,333,635 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.21% | 0.25% |
#48
10
Prev: #38
|
0.6 | -349 | -11.2% |
P
S
|
2,762 | $1,323,550 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
FTMH
PUTNAM ETF TRUS...
|
ETF | 0.21% | — |
#49
Prev: #—
|
3.6 | 114,093 | no change |
NEW
|
114,093 | $1,315,492 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IWO
ISHARES TR
|
ETF | 0.18% | 0.19% |
#50
5
Prev: #45
|
1.1 | no change | no change |
P
S
|
3,557 | $1,116,259 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 |
Showing 1-50 of 252 holdings