Riverbend Wealth Management

Riverbend Wealth Management as of March 31, 2026

Portfolio Holdings for Riverbend Wealth Management

Riverbend Wealth Management holds 149 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.9 $19M 75k 253.79
Ishares Tr Core S&p500 Etf (IVV) 4.7 $8.2M 13k 653.22
Wisdomtree Tr Us Qtly Div Grt (DGRW) 4.2 $7.4M 84k 87.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.0 $5.2M 8.9k 577.20
Alps Etf Tr Smith Core Plus (SMTH) 2.9 $5.0M 194k 25.75
NVIDIA Corporation (NVDA) 2.6 $4.6M 27k 174.40
Ishares Tr Core Div Grwth (DGRO) 2.2 $3.8M 54k 70.18
Microsoft Corporation (MSFT) 2.1 $3.6M 9.8k 370.17
Broadcom (AVGO) 1.8 $3.2M 10k 309.50
Alphabet Cap Stk Cl A (GOOGL) 1.8 $3.1M 11k 287.55
Amazon (AMZN) 1.7 $3.0M 14k 208.27
Vanguard Whitehall Fds High Div Yld (VYM) 1.6 $2.9M 19k 148.10
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.6 $2.8M 49k 56.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $2.7M 5.6k 479.17
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.5 $2.6M 13k 191.93
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $2.3M 16k 142.43
Merck & Co (MRK) 1.3 $2.2M 19k 120.29
Pimco Etf Tr Multisector Bd (PYLD) 1.3 $2.2M 84k 26.20
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $2.1M 26k 82.75
JPMorgan Chase & Co. (JPM) 1.2 $2.1M 7.2k 294.16
Eli Lilly & Co. (LLY) 1.2 $2.1M 2.3k 919.74
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.2 $2.0M 45k 45.62
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 1.1 $2.0M 36k 54.93
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $1.8M 48k 38.86
Wal-Mart Stores (WMT) 1.0 $1.7M 14k 124.28
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.7M 5.8k 287.17
Meta Platforms Cl A (META) 0.9 $1.6M 2.8k 572.04
Vanguard World Inf Tech Etf (VGT) 0.8 $1.5M 2.1k 697.84
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.8 $1.4M 2.2k 650.40
Ishares Tr Eafe Value Etf (EFV) 0.8 $1.4M 19k 74.35
Citigroup Com New (C) 0.8 $1.3M 12k 113.41
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.8 $1.3M 30k 44.72
Johnson & Johnson (JNJ) 0.8 $1.3M 5.4k 244.44
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.8 $1.3M 39k 33.77
American Express Company (AXP) 0.7 $1.3M 4.2k 302.51
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.2M 4.3k 286.89
Raytheon Technologies Corp (RTX) 0.7 $1.2M 6.4k 192.91
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $1.2M 16k 78.41
EQT Corporation (EQT) 0.7 $1.2M 19k 63.64
Bank of America Corporation (BAC) 0.7 $1.2M 24k 48.75
Exxon Mobil Corporation (XOM) 0.6 $1.1M 6.6k 169.65
Netflix (NFLX) 0.6 $1.1M 12k 96.15
Dell Technologies CL C (DELL) 0.6 $1.1M 6.8k 164.13
Ishares Gold Tr Ishares New (IAU) 0.6 $1.1M 12k 88.16
Dimensional Etf Trust World Equity Etf (DFAW) 0.6 $1.0M 14k 73.78
Ge Vernova (GEV) 0.5 $951k 1.1k 872.78
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.5 $937k 22k 42.22
Columbia Etf Tr I Resh Enhnc Cor (RECS) 0.5 $925k 24k 38.98
CRH Ord (CRH) 0.5 $916k 8.7k 105.11
Booking Holdings (BKNG) 0.5 $903k 215.00 4201.55
Pepsi (PEP) 0.5 $868k 5.6k 155.29
Ishares Tr Dow Jones Us Etf (IYY) 0.5 $856k 5.4k 158.45
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $854k 8.3k 103.43
Amgen (AMGN) 0.5 $854k 2.4k 351.80
Uber Technologies (UBER) 0.5 $851k 12k 71.93
Procter & Gamble Company (PG) 0.5 $850k 5.9k 144.45
Constellation Energy (CEG) 0.5 $847k 3.0k 279.27
Abbvie (ABBV) 0.5 $838k 3.9k 217.51
Chevron Corporation (CVX) 0.5 $833k 4.0k 206.89
Home Depot (HD) 0.5 $825k 2.5k 328.93
Direxion Shares Etf Trust Auspce Cmd Stg (COM) 0.5 $818k 24k 33.57
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.5 $792k 14k 58.18
Spdr Series Trust State Street Spd (SPAB) 0.4 $745k 29k 25.62
General Dynamics Corporation (GD) 0.4 $738k 2.2k 343.14
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $732k 3.5k 211.13
Amphenol Corp Cl A (APH) 0.4 $728k 5.8k 126.35
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $714k 3.3k 215.04
Truist Financial Corp equities (TFC) 0.4 $712k 16k 45.97
Mastercard Incorporated Cl A (MA) 0.4 $703k 1.4k 499.55
Cheniere Energy Com New (LNG) 0.4 $698k 2.5k 283.80
Coca-Cola Company (KO) 0.4 $688k 9.1k 76.05
Phillips 66 (PSX) 0.4 $667k 3.7k 182.18
Morgan Stanley Com New (MS) 0.4 $661k 4.0k 164.57
Ishares Tr Esg Optimized (SUSA) 0.4 $661k 5.0k 132.10
Ishares Tr Us Infrastruc (IFRA) 0.4 $659k 12k 57.20
Fifth Third Ban (FITB) 0.4 $650k 14k 46.46
Blackrock (BLK) 0.4 $646k 671.00 962.32
Wells Fargo & Company (WFC) 0.3 $580k 7.3k 79.61
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $569k 3.0k 189.59
Pimco Equity Ser Rafi Dyn Multi (MFDX) 0.3 $557k 14k 39.82
Ishares Tr Core Intl Aggr (IAGG) 0.3 $555k 11k 50.04
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.3 $552k 1.2k 463.04
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $545k 5.8k 93.93
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $532k 5.0k 106.02
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $530k 4.0k 132.50
Ishares Tr Investment Grade (IGEB) 0.3 $528k 12k 45.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $508k 6.8k 75.09
Cisco Systems (CSCO) 0.3 $507k 6.5k 77.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $505k 1.6k 320.88
Boeing Company (BA) 0.3 $504k 2.5k 199.06
Bristol Myers Squibb (BMY) 0.3 $502k 8.3k 60.65
Caterpillar (CAT) 0.3 $483k 681.00 708.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $470k 787.00 597.62
Lockheed Martin Corporation (LMT) 0.3 $463k 766.00 604.74
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $456k 1.1k 426.37
Vanguard Index Fds Growth Etf (VUG) 0.3 $443k 1.0k 436.83
Digital Realty Trust (DLR) 0.2 $424k 2.4k 180.22
Altria (MO) 0.2 $423k 6.4k 65.99
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $417k 2.2k 191.85
Thermo Fisher Scientific (TMO) 0.2 $411k 835.00 491.80
Texas Instruments Incorporated (TXN) 0.2 $403k 2.1k 194.12
Goldman Sachs (GS) 0.2 $396k 468.00 846.56
Analog Devices (ADI) 0.2 $396k 1.2k 318.15
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $386k 1.2k 328.62
Ishares Tr Core Msci Total (IXUS) 0.2 $386k 4.5k 86.63
United Bankshares (UBSI) 0.2 $384k 9.3k 41.42
Newmont Mining Corporation (NEM) 0.2 $382k 3.5k 108.24
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $360k 3.3k 108.98
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.2 $356k 7.9k 44.85
McKesson Corporation (MCK) 0.2 $355k 410.00 865.90
Honeywell International (HON) 0.2 $353k 1.6k 225.97
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $350k 3.3k 106.51
L3harris Technologies (LHX) 0.2 $344k 997.00 345.32
Lowe's Companies (LOW) 0.2 $340k 1.4k 236.21
Costco Wholesale Corporation (COST) 0.2 $339k 340.00 997.80
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $338k 1.6k 213.73
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $337k 6.7k 49.95
Medtronic SHS (MDT) 0.2 $337k 3.9k 86.65
Hartford Financial Services (HIG) 0.2 $327k 2.4k 135.22
Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $324k 245.00 1321.69
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $324k 2.6k 124.32
Duke Energy Corp Com New (DUK) 0.2 $322k 2.5k 130.92
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $317k 3.2k 99.26
Advanced Micro Devices (AMD) 0.2 $316k 1.6k 203.43
Consolidated Edison (ED) 0.2 $316k 2.8k 113.19
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $312k 2.3k 138.31
Freeport Mcmoran CL B (FCX) 0.2 $312k 5.3k 58.78
Exelon Corporation (EXC) 0.2 $310k 6.3k 49.02
Wisdomtree Tr Dynamic Intl Eqt (DDWM) 0.2 $307k 7.0k 44.11
Ishares Tr Core Msci Intl (IDEV) 0.2 $300k 3.6k 83.57
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $290k 8.4k 34.55
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $287k 2.9k 99.87
Spdr Series Trust State Street Spd (FLRN) 0.2 $280k 9.1k 30.78
Ishares Tr Core Univrsl Usd (IUSB) 0.2 $265k 5.7k 46.19
Nextera Energy (NEE) 0.1 $262k 2.8k 92.87
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $261k 2.3k 113.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $261k 4.8k 54.05
Ishares Tr National Mun Etf (MUB) 0.1 $261k 2.5k 106.15
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $239k 706.00 337.92
Illinois Tool Works (ITW) 0.1 $224k 861.00 260.21
Allstate Corporation (ALL) 0.1 $223k 1.1k 207.28
Charles Schwab Corporation (SCHW) 0.1 $220k 2.3k 93.99
Tapestry (TPR) 0.1 $220k 1.6k 141.09
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $219k 2.5k 88.47
FedEx Corporation (FDX) 0.1 $208k 583.00 356.22
Ishares Tr Future Ai & Tech (ARTY) 0.1 $206k 4.4k 46.53
United Rentals (URI) 0.1 $200k 275.00 728.56
Compass Cl A (COMP) 0.1 $127k 17k 7.31
American Axle & Manufact. Holdings (DCH) 0.0 $59k 10k 5.93