Riverbend Wealth Management
Latest statistics and disclosures from Riverbend Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, DGRW, QQQ, NVDA, and represent 20.82% of Riverbend Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AAPL, NFLX, ITOT, DFAC, GEV, MS, EMB, LLY, NVDA, RTX.
- Started 17 new stock positions in GEV, AVDV, SCHW, DFEM, IXUS, TSM, ASML, VT, AOA, ARTY. EMB, ALL, GS, MCK, NEE, DDWM, FLRN.
- Reduced shares in these 10 stocks: NVO, AVGO, BRK.B, ELV, , STLD, SMCI, NU, ADBE, FCX.
- Sold out of its positions in ELV, CNP, CLF, NVO, STLD, SMCI, NU.
- Riverbend Wealth Management was a net buyer of stock by $15M.
- Riverbend Wealth Management has $161M in assets under management (AUM), dropping by 12.46%.
- Central Index Key (CIK): 0002055570
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Portfolio Holdings for Riverbend Wealth Management
Riverbend Wealth Management holds 148 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.2 | $8.3M | 12k | 684.94 |
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| Apple (AAPL) | 4.9 | $7.9M | +24% | 29k | 271.86 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 4.5 | $7.2M | +4% | 81k | 89.43 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.3 | $5.3M | 8.6k | 614.32 |
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| NVIDIA Corporation (NVDA) | 3.0 | $4.8M | +10% | 26k | 186.50 |
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| Alps Etf Tr Smith Core Plus (SMTH) | 2.7 | $4.4M | +7% | 170k | 26.07 |
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| Microsoft Corporation (MSFT) | 2.6 | $4.2M | +4% | 8.7k | 483.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $3.8M | 12k | 312.99 |
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| Ishares Tr Core Div Grwth (DGRO) | 2.2 | $3.6M | 52k | 69.42 |
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| Broadcom (AVGO) | 2.2 | $3.5M | -9% | 10k | 346.11 |
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| Amazon (AMZN) | 2.0 | $3.2M | +10% | 14k | 230.82 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $2.7M | -11% | 5.5k | 502.61 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.7 | $2.7M | +2% | 19k | 143.52 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.6 | $2.5M | +5% | 44k | 57.24 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.5 | $2.4M | +4% | 13k | 191.56 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.5 | $2.4M | +39% | 16k | 148.69 |
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| Eli Lilly & Co. (LLY) | 1.5 | $2.4M | +27% | 2.2k | 1074.98 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $2.2M | +4% | 6.8k | 322.23 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.3 | $2.1M | +13% | 25k | 83.75 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 1.2 | $2.0M | +7% | 75k | 26.68 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.2 | $2.0M | -3% | 43k | 46.04 |
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| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 1.2 | $1.9M | +5% | 33k | 56.26 |
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| Citigroup Com New (C) | 1.1 | $1.8M | +3% | 16k | 116.69 |
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| Merck & Co (MRK) | 1.1 | $1.8M | +13% | 17k | 105.26 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.1 | $1.8M | +48% | 46k | 39.59 |
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| Meta Platforms Cl A (META) | 1.1 | $1.8M | +2% | 2.7k | 660.03 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $1.6M | +3% | 5.6k | 290.22 |
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| American Express Company (AXP) | 1.0 | $1.6M | +4% | 4.3k | 369.93 |
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| Vanguard World Inf Tech Etf (VGT) | 1.0 | $1.5M | 2.0k | 753.89 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $1.5M | 2.2k | 682.04 |
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| Wal-Mart Stores (WMT) | 0.9 | $1.4M | +4% | 13k | 111.41 |
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| Bank of America Corporation (BAC) | 0.9 | $1.4M | +4% | 25k | 55.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.3M | 4.2k | 313.82 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.8 | $1.3M | -4% | 38k | 34.26 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.8 | $1.3M | +4% | 18k | 71.41 |
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| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.8 | $1.3M | +6% | 29k | 44.13 |
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| Netflix (NFLX) | 0.7 | $1.2M | +960% | 13k | 93.76 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.7 | $1.2M | -2% | 15k | 78.81 |
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| Booking Holdings (BKNG) | 0.7 | $1.1M | +5% | 207.00 | 5363.66 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $1.1M | +62% | 6.0k | 183.40 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.1M | +8% | 5.3k | 206.96 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 0.7 | $1.1M | +16% | 15k | 73.98 |
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| CRH Ord (CRH) | 0.6 | $1.0M | +22% | 8.4k | 124.79 |
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| Uber Technologies (UBER) | 0.6 | $1.0M | +6% | 12k | 81.71 |
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| Ishares Gold Tr Ishares New (IAU) | 0.6 | $979k | +63% | 12k | 81.17 |
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| Constellation Energy (CEG) | 0.6 | $961k | +6% | 2.7k | 353.32 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $952k | +6% | 1.7k | 570.94 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.6 | $938k | +41% | 23k | 40.84 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.6 | $895k | 5.4k | 165.81 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.5 | $885k | +38% | 21k | 42.56 |
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| Morgan Stanley Com New (MS) | 0.5 | $852k | +187% | 4.8k | 177.52 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $831k | +5% | 6.9k | 120.33 |
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| EQT Corporation (EQT) | 0.5 | $831k | +5% | 16k | 53.60 |
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| Abbvie (ABBV) | 0.5 | $817k | +6% | 3.6k | 228.51 |
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| salesforce (CRM) | 0.5 | $813k | +8% | 3.1k | 264.93 |
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| Dell Technologies CL C (DELL) | 0.5 | $810k | +5% | 6.4k | 125.88 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.5 | $808k | +10% | 7.9k | 102.39 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.5 | $798k | +36% | 13k | 60.81 |
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| Home Depot (HD) | 0.5 | $778k | +8% | 2.3k | 344.17 |
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| Procter & Gamble Company (PG) | 0.5 | $772k | +14% | 5.4k | 143.31 |
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| Truist Financial Corp equities (TFC) | 0.5 | $766k | +2% | 16k | 49.21 |
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| Amgen (AMGN) | 0.5 | $759k | +6% | 2.3k | 327.34 |
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| Pepsi (PEP) | 0.5 | $755k | +9% | 5.3k | 143.52 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $727k | +2% | 3.4k | 212.08 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $708k | 3.2k | 219.75 |
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| Spdr Series Trust State Street Spd (SPAB) | 0.4 | $703k | +35% | 27k | 25.75 |
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| Ishares Tr Esg Optimized (SUSA) | 0.4 | $697k | 5.0k | 139.34 |
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| General Dynamics Corporation (GD) | 0.4 | $694k | +5% | 2.1k | 336.62 |
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| Direxion Shs Etf Tr Auspce Cmd Stg (COM) | 0.4 | $693k | +5% | 23k | 29.58 |
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| Blackrock (BLK) | 0.4 | $683k | +3% | 638.00 | 1070.63 |
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| Fifth Third Ban (FITB) | 0.4 | $653k | 14k | 46.81 |
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| Chevron Corporation (CVX) | 0.4 | $626k | +5% | 4.1k | 152.43 |
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| Coca-Cola Company (KO) | 0.4 | $601k | +7% | 8.6k | 69.91 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.4 | $595k | 11k | 52.62 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $571k | 1.2k | 480.71 |
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| Ge Vernova (GEV) | 0.4 | $567k | NEW | 867.00 | 653.74 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $544k | 3.0k | 181.21 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $536k | NEW | 5.6k | 96.29 |
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| Pimco Equity Ser Rafi Dyn Multi (MFDX) | 0.3 | $528k | +44% | 14k | 38.43 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.3 | $526k | 4.0k | 131.59 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $523k | 5.0k | 104.08 |
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| Cisco Systems (CSCO) | 0.3 | $511k | +5% | 6.6k | 77.03 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $505k | +11% | 1.1k | 473.18 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $505k | +29% | 6.9k | 73.56 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.3 | $494k | +46% | 9.9k | 50.01 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $493k | 1.0k | 487.89 |
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| Ishares Tr Investment Grade (IGEB) | 0.3 | $487k | +48% | 11k | 45.66 |
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| Phillips 66 (PSX) | 0.3 | $477k | +7% | 3.7k | 129.05 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $467k | +6% | 806.00 | 579.61 |
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| Cheniere Energy Com New (LNG) | 0.3 | $461k | +9% | 2.4k | 194.40 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $458k | 1.4k | 335.39 |
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| Bristol Myers Squibb (BMY) | 0.3 | $451k | +3% | 8.4k | 53.94 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $438k | -8% | 2.2k | 198.58 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $433k | -25% | 1.2k | 350.11 |
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| Caterpillar (CAT) | 0.3 | $430k | 750.00 | 572.81 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $412k | +3% | 657.00 | 626.90 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $409k | +33% | 3.7k | 110.19 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $383k | +9% | 792.00 | 483.50 |
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| Goldman Sachs (GS) | 0.2 | $378k | NEW | 430.00 | 879.74 |
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| Altria (MO) | 0.2 | $374k | 6.5k | 57.66 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $369k | NEW | 4.4k | 84.63 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $363k | 1.7k | 210.39 |
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| Wells Fargo & Company (WFC) | 0.2 | $362k | +5% | 3.9k | 93.21 |
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| Medtronic SHS (MDT) | 0.2 | $352k | +5% | 3.7k | 96.05 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $351k | 3.3k | 106.71 |
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| Lululemon Athletica (LULU) | 0.2 | $348k | +15% | 1.7k | 207.87 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $346k | +8% | 2.0k | 173.49 |
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| Digital Realty Trust (DLR) | 0.2 | $346k | +6% | 2.2k | 154.72 |
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| Lowe's Companies (LOW) | 0.2 | $342k | -3% | 1.4k | 241.17 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $333k | +46% | 7.5k | 44.50 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $333k | 1.1k | 301.07 |
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| Analog Devices (ADI) | 0.2 | $330k | 1.2k | 271.21 |
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| Advanced Micro Devices (AMD) | 0.2 | $323k | +8% | 1.5k | 214.23 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $319k | 3.2k | 99.89 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $319k | NEW | 2.3k | 141.07 |
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| L3harris Technologies (LHX) | 0.2 | $319k | +4% | 1.1k | 293.70 |
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| Hartford Financial Services (HIG) | 0.2 | $317k | +6% | 2.3k | 137.81 |
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| United Bankshares (UBSI) | 0.2 | $315k | 8.2k | 38.40 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $313k | 2.6k | 120.19 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $307k | -30% | 6.1k | 50.79 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $305k | +40% | 6.2k | 49.46 |
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| Wisdomtree Tr Dynamic Intl Eqt (DDWM) | 0.2 | $298k | NEW | 6.8k | 43.54 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $288k | 3.5k | 82.48 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $286k | NEW | 3.0k | 93.97 |
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| McKesson Corporation (MCK) | 0.2 | $284k | NEW | 346.00 | 820.06 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.2 | $277k | NEW | 8.4k | 33.08 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $269k | +9% | 2.2k | 123.27 |
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| Costco Wholesale Corporation (COST) | 0.2 | $268k | +4% | 311.00 | 862.07 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $266k | +11% | 2.3k | 117.23 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $263k | NEW | 246.00 | 1070.56 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.2 | $262k | -11% | 5.6k | 46.54 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $258k | -16% | 2.4k | 107.13 |
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| Honeywell International (HON) | 0.2 | $257k | +14% | 1.3k | 195.03 |
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| Consolidated Edison (ED) | 0.2 | $254k | +17% | 2.6k | 99.31 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $253k | +20% | 4.7k | 53.76 |
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| Exelon Corporation (EXC) | 0.2 | $253k | +16% | 5.8k | 43.59 |
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| Spdr Series Trust State Street Spd (FLRN) | 0.2 | $252k | NEW | 8.2k | 30.73 |
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| Metropcs Communications (TMUS) | 0.1 | $231k | +21% | 1.1k | 203.08 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $220k | NEW | 2.2k | 99.89 |
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| Nextera Energy (NEE) | 0.1 | $215k | NEW | 2.7k | 80.27 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $210k | NEW | 2.3k | 89.57 |
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| Arista Networks Com Shs (ANET) | 0.1 | $208k | 1.6k | 131.04 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.1 | $204k | NEW | 4.2k | 48.18 |
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| Allstate Corporation (ALL) | 0.1 | $202k | NEW | 969.00 | 208.08 |
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| MercadoLibre (MELI) | 0.1 | $201k | 100.00 | 2014.26 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $201k | NEW | 661.00 | 303.92 |
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| Realogy Hldgs | 0.1 | $161k | 11k | 14.16 |
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| American Axle & Manufact. Holdings | 0.0 | $64k | -2% | 10k | 6.41 |
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Past Filings by Riverbend Wealth Management
SEC 13F filings are viewable for Riverbend Wealth Management going back to 2024
- Riverbend Wealth Management 2025 Q4 filed Jan. 29, 2026
- Riverbend Wealth Management 2025 Q3 filed Oct. 21, 2025
- Riverbend Wealth Management 2025 Q2 filed July 29, 2025
- Riverbend Wealth Management 2025 Q1 filed April 23, 2025
- Riverbend Wealth Management 2024 Q4 filed Feb. 7, 2025