Riverbend Wealth Management, LLC
CIK: 0002055570Latest portfolio: $161.1M · Q4 2025
Holdings
148
Total Value
$161.1M
New Positions
148
Closed Positions
0
Top Holdings
View All 148 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 12,187 | $8.3M | 5.18% | NEW | |
| 2 | AAPLAPPLE INC | 28,890 | $7.9M | 4.88% | NEW | Put |
| 3 | DGRWWISDOMTREE TR | 80,847 | $7.2M | 4.49% | NEW | |
| 4 | NDQINVESCO QQQ TR | 8,646 | $5.3M | 3.30% | NEW | |
| 5 | NVDANVIDIA CORPORATION | 25,734 | $4.8M | 2.98% | NEW | Put |
| 6 | SMTHALPS ETF TR | 169,593 | $4.4M | 2.74% | NEW | |
| 7 | MSFTMICROSOFT CORP | 8,712 | $4.2M | 2.62% | NEW | |
| 8 | GOOGLALPHABET INC | 12,289 | $3.8M | 2.39% | NEW | |
| 9 | DGROISHARES TR | 51,820 | $3.6M | 2.23% | NEW | |
| 10 | AVGOBROADCOM INC | 10,174 | $3.5M | 2.19% | NEW | |
| 11 | AMZNAMAZON COM INC | 13,713 | $3.2M | 1.96% | NEW | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,457 | $2.7M | 1.70% | NEW | |
| 13 | VYMVANGUARD WHITEHALL FDS | 18,703 | $2.7M | 1.67% | NEW | |
| 14 | JEPIJ P MORGAN EXCHANGE TRADED F | 44,416 | $2.5M | 1.58% | NEW | |
| 15 | RSPINVESCO EXCHANGE TRADED FD T | 12,732 | $2.4M | 1.51% | NEW | |
| 16 | ITOTISHARES TR | 15,954 | $2.4M | 1.47% | NEW | |
| 17 | LLYELI LILLY & CO | 2,188 | $2.4M | 1.46% | NEW | Put |
| 18 | JPMJPMORGAN CHASE & CO. | 6,819 | $2.2M | 1.36% | NEW | |
| 19 | VCITVANGUARD SCOTTSDALE FDS | 24,768 | $2.1M | 1.29% | NEW | |
| 20 | PYLDPIMCO ETF TR | 74,517 | $2.0M | 1.23% | NEW | |
| 21 | FBNDFIDELITY MERRIMACK STR TR | 43,112 | $2.0M | 1.23% | NEW | |
| 22 | FLQMFRANKLIN TEMPLETON ETF TR | 33,302 | $1.9M | 1.16% | NEW | |
| 23 | TRVCCITIGROUP INC | 15,691 | $1.8M | 1.14% | NEW | |
| 24 | MRKMERCK & CO INC | 17,268 | $1.8M | 1.13% | NEW | |
| 25 | DFACDIMENSIONAL ETF TRUST | 45,788 | $1.8M | 1.12% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($8.347723044213597e+248T)
Technology0.0% ($7.853479942133522e+43T)
Unknown0.0% ($5.311274218309799e+23T)
Healthcare0.0% ($235118171087817768960.0T)
Consumer Cyclical0.0% ($316511101046.8T)
Industrials0.0% ($110869442938.2T)
Communication Services0.0% ($3846180613.2T)
Consumer Defensive0.0% ($1428771754.6T)
Utilities0.0% ($960566.3T)
Energy0.0% ($830830.6T)
Basic Materials0.0% ($307K)
Filing History
Fund Information
Riverbend Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $161.1M across 148 holdings. The largest position is ISHARES TR (IVV), representing 5.2% of the portfolio. Compared to the previous quarter, the fund opened 148 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.