Titelia

Holdings of RIVERSEDGE ADVISORS, LLC

201 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 59.4 % of the equity sleeve

Sector breakdown

  • Technology 7.8 %
  • Funds 3.2 %
  • Financials 1.9 %
  • Communication 1.7 %
  • Consumer discretionary 1.7 %
  • Health care 1.5 %
  • Industrials 0.8 %
  • Energy 0.7 %
  • Consumer staples 0.6 %
  • Materials 0.3 %
  • Utilities 0.2 %
  • Real estate 0.1 %
  • Unattributed 79.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.0 %
  • TW 0.3 %
  • GB 0.2 %
  • NL 0.1 %
  • JP 0.1 %
  • ES 0.1 %
  • BR 0.1 %
  • AU 0.1 %
  • DE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US184596.1M $99.03 %
2TW11.6M $0.27 %
3GB51.3M $0.21 %
4NL1746.3K $0.12 %
5JP3694.4K $0.12 %
6ES2579K $0.10 %
7BR3396.7K $0.07 %
8AU1316.2K $0.05 %
9DE1203.7K $0.03 %

Positions

RankCompanySharesValueWeight
1Vanguard Value ETF 375,03673.6M $
2iShares Core MSCI International Developed Markets ETF 628,47052.5M $
3Vanguard Large-Cap ETF 147,59344.1M $
4Vanguard Total Bond Market ETF 554,60540.8M $
5SPDR Series Trust 330,31632.3M $
6Schwab International Equity ETF 1,089,60227M $
7SPDR Series Trust 458,38725.9M $
8Apple Inc 92,53023.5M $
9Vanguard International Equity Index Funds 381,76620.6M $
10Vanguard FTSE Developed Markets ETF 272,42517.5M $
11Vanguard Tax-Exempt Bond Index ETF 330,13116.5M $
12iShares Core MSCI EAFE ETF 170,73415.5M $
13Vanguard Growth ETF 30,79213.4M $
14J P Morgan Exchange Traded Fund Trust 221,43411.9M $
15Grayscale Bitcoin Mini Trust E 370,04911.1M $
16Vanguard S&P Small-Cap 600 Value ETF 100,23610.2M $
17iShares Core S&P Small-Cap ETF 67,0788.3M $
18Invesco S&P 500 Equal Weight ETF 43,2828.3M $
19Avantis Emerging Markets Equity ETF 82,7716.7M $
20Vanguard Charlotte Funds 134,0626.4M $
21Fidelity Covington Trust 169,1866.4M $
22NVIDIA Corp 35,6506.2M $
23iShares MSCI International Value Factor ETF 150,0146M $
24Vanguard Scottsdale Funds 22,2365.1M $
25State Street SPDR Portfolio Emerging Markets ETF 106,2465M $
26Alphabet Inc 13,0583.8M $
27Microsoft Corp 9,7873.6M $
28Amazon.com Inc 16,7073.5M $
29Palantir Technologies Inc 22,5223.3M $
30Vanguard Index Funds 10,6973.2M $
31Alphabet Inc 9,2762.7M $
32Schwab Strategic Trust 79,5852.4M $
33iShares Core S&P 500 ETF 3,2912.1M $
34Broadcom Inc 6,2661.9M $
35Vanguard Index Funds 8,7011.9M $
36iShares Broad USD High Yield Corporate Bond ETF 49,1781.8M $
37Tesla Inc 4,8601.8M $
38Taiwan Semiconductor Manufacturing Co Ltd 4,8621.6M $
39iShares Bitcoin Trust ETF 42,3561.6M $
40Johnson & Johnson 6,0061.5M $
41iShares Trust 12,8271.5M $
42iShares National Muni Bond ETF 13,1891.4M $
43Vanguard Information Technology ETF 2,0011.4M $
44Costco Wholesale Corp 1,3581.4M $
45Meta Platforms Inc 2,3311.3M $
46Berkshire Hathaway Inc 2,7621.3M $
47iShares Russell 2000 Growth ETF 3,5571.1M $
48Chevron Corp 5,3351.1M $
49Exxon Mobil Corp 6,4191.1M $
50Franklin Templeton ETF Trust 44,3451.1M $
51Moody's Corp 2,3671M $
52Bristol-Myers Squibb Co 16,9871M $
53Vanguard Total Stock Market ETF 3,1641M $
54AbbVie Inc 4,6011M $
55JPMorgan Chase & Co 3,337981.5K $
56Select Sector Spdr Trust 17,398859K $
57Walmart Inc 6,899857.4K $
58State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 34,077845.1K $
59Merck & Co Inc 6,525784.9K $
60Micron Technology Inc 2,303778K $
61Vanguard S&P 500 ETF 1,288769.8K $
62Eli Lilly & Co 823757K $
63Vanguard Total International S 9,816756.9K $
64ASML Holding NV 565746.3K $
65McDonald's Corp. 2,290711.6K $
66SPDR SERIES TRUST 3,887692.3K $
67Visa Inc 2,178658.2K $
68Citigroup Inc 5,781655.6K $
69Devon Energy Corp 11,972602.5K $
70HSBC Holdings PLC 7,226596.1K $
71Lam Research Corp 2,752588K $
72Expedia Group Inc 2,481572.8K $
73Alibaba Group Holding Ltd 4,374548.8K $
74Lincoln Electric Holdings Inc 2,144534K $
75TJX Cos Inc/The 3,318529.9K $
76Novartis AG 3,458528.2K $
77Netflix Inc 5,461525.1K $
78General Electric Co 1,841522.5K $
79FedEx Corp 1,456518.7K $
80Comfort Systems USA Inc 370510.2K $
81Texas Pacific Land Corp 1,067506.2K $
82Bank of America Corp 10,226498.5K $
83Edison International 6,788496.7K $
84PG&E Corp 27,692486.5K $
85Lockheed Martin Corp 780471.3K $
86Abbott Laboratories 4,453457.1K $
87HCA Healthcare Inc 961454.8K $
88Intuitive Surgical Inc 985454.1K $
89Shell PLC 4,881453.9K $
90Travelers Cos Inc/The 1,545450.6K $
91GE Vernova Inc 510445.2K $
92AT&T Inc 15,298443.5K $
93Intel Corp 9,944438.8K $
94Verizon Communications Inc 8,496426.5K $
95Newmont Corp 3,939426.4K $
96Mueller Industries Inc 3,827424K $
97Home Depot Inc/The 1,263415.4K $
98Procter & Gamble Co/The 2,838409.9K $
99Phillips 66 2,215403.5K $
100Goldman Sachs Group Inc/The 472399K $
Cite this page

Titelia. "Holdings of RIVERSEDGE ADVISORS, LLC". https://titelia.com/en/funds/US13F1787663