Sign In
test

Jarrett F. Morris

Riversedge Advisors, Llc

Assets Managed
$759.102M
Holdings
315
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
22.89%(2Q avg: 11.67%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Riversedge Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 315 positions.

Assets under management

The assets under management (AUM) of Riversedge Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 759.102M in assets, with a quarterly growth rate of 22.89% and a 2-quarter average growth rate of 11.67%. The portfolio is managed by Jarrett F. Morris, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 5.74%
11.39%
$86.42M
396,548 shares@ $217.94 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 5.29%
7.76%
$58.894M
661,655 shares@ $89.01 avg price
AAPL
Apple Inc
Recent Activity
Increased 89.31%
6.68%
$50.686M
175,166 shares@ $289.36 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -0.36%
6.67%
$50.575M
147,058 shares@ $343.91 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 2.29%
5.49%
$41.643M
567,270 shares@ $73.42 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -2.12%
5.07%
$38.471M
323,310 shares@ $119.0 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 0.07%
3.98%
$30.203M
1.09M shares@ $27.71 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -0.62%
3.65%
$27.692M
455,543 shares@ $60.8 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 2.64%
3.09%
$23.388M
391,831 shares@ $59.7 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.29%
2.53%
$19.159M
268,893 shares@ $71.25 avg price

1-10 of 315