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RIVERSEDGE ADVISORS, LLC

RIA/Wealth

RIVERSEDGE ADVISORS, LLC is a RIA/Wealth based in Wilmington, DE led by Timothy John Mihok, reporting $708.4M in AUM as of Q3 2025 with 81% ETF concentration and 59% concentrated in top 10 holdings.

CEOTimothy John Mihok
Portfolio Value
$596.7M
Positions
198
Top Holding
VV at 11.94%
Last Reported
Q3 2025
Address600 N King St, Suite 200, Wilmington, DE, 19801, United States

Top Holdings

Largest long holdings in RIVERSEDGE ADVISORS, LLC's portfolio (59.2% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$71.3M
11.94%
+$4.2M
Bought
231.5K shares
ETF
ETF
$51.1M
8.56%
+$3.1M
Bought
637.2K shares
ETF
ETF
$44.8M
7.51%
+$1.2M
Bought
602.8K shares
ETF
ETF
$36.2M
6.07%
-$538.6K
Sold
346.5K shares
ETF
ETF
$29.0M
4.86%
+$363.4K
Bought
534.9K shares
ETF
ETF
$26.7M
4.47%
-$1.2M
Sold
481.9K shares
ETF
ETF
$26.0M
4.36%
+$1.3M
Bought
137.2K shares
ETF
ETF
$25.7M
4.31%
-$189.5K
Sold
1.1M shares
9
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$23.5M
3.94%
+$1.2M
Bought
0.00%
92.2K shares
ETF
ETF
$18.9M
3.17%
-$593.2K
Sold
216.8K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in RIVERSEDGE ADVISORS, LLC's latest filing

See all changes
Market Value
$596.7M
Prior: $511.3M
Q/Q Change
+16.7%
+$85.4M
Net Flows % of MV
+7.8%
Turnover Ratio
5.44%
New Purchases
68 stocks
$19.9M
Added To
93 stocks
+$35.0M
Sold Out Of
2 stocks
$435.2K
Reduced Holdings
27 stocks
-$7.8M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
-21.48%
-20.7%
-17.3%

Analytics

Portfolio insights and performance metrics for RIVERSEDGE ADVISORS, LLC

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Sector Allocation

ETF: 80.60%ETFTechnology: 8.20%Financial Services: 2.00%Consumer Cyclical: 1.60%Communication Services: 1.40%Healthcare: 1.00%Industrials: 0.70%Consumer Defensive: 0.50%Energy: 0.50%Utilities: 0.10%Basic Materials: 0.10%
ETF
80.60%
Technology
8.20%
Financial Services
2.00%
Consumer Cyclical
1.60%
Communication Services
1.40%
Healthcare
1.00%
Industrials
0.70%
Consumer Defensive
0.50%
Energy
0.50%
Utilities
0.10%
Basic Materials
0.10%

Market Cap Distribution

Mega Cap (> $200B): 11.73%Mega Cap (> $200B)Large Cap ($10B - $200B): 3.91%Mid Cap ($2B - $10B): 0.17%N/A (ETF or Unknown): 84.20%N/A (ETF or Unknown)
Mega Cap (> $200B)
11.73%
Large Cap ($10B - $200B)
3.91%
Mid Cap ($2B - $10B)
0.17%
N/A (ETF or Unknown)
84.20%

Portfolio Concentration

Top 10 Holdings %
59.2%
Top 20 Holdings %
79.23%
Top 50 Holdings %
91.22%
Top 100 Holdings %
95.74%

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