Riverbend Wealth Management, LLC Q2 2025 Filing

Filed July 29, 2025

Portfolio Value

$132.1B

Holdings

135

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (135 positions)

StockValue
IVVISHARES TR
$7.8B
DGRWWISDOMTREE TR
$6.5B
NDQINVESCO QQQ TR
$4.8B
AAPLAPPLE INC
$4.7B
MSFTMICROSOFT CORP
$4.0B
SMTHALPS ETF TR
$4.0B
NVDANVIDIA CORPORATION
$3.5B
DGROISHARES TR
$3.3B
AVGOBROADCOM INC
$3.2B
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.9B
AMZNAMAZON COM INC
$2.7B
VYMVANGUARD WHITEHALL FDS
$2.5B
JEPIJ P MORGAN EXCHANGE TRADED F
$2.3B
RSPINVESCO EXCHANGE TRADED FD T
$2.2B
GOOGLALPHABET INC
$2.2B
JPMJPMORGAN CHASE & CO.
$2.1B
METAMETA PLATFORMS INC
$2.0B
PYLDPIMCO ETF TR
$1.8B
FLQMFRANKLIN TEMPLETON ETF TR
$1.7B
FBNDFIDELITY MERRIMACK STR TR
$1.7B
NFLXNETFLIX INC
$1.6B
VOVANGUARD INDEX FDS
$1.6B
VCITVANGUARD SCOTTSDALE FDS
$1.5B
SPYSPDR S&P 500 ETF TR
$1.4B
ITOTISHARES TR
$1.4B
VGTVANGUARD WORLD FD
$1.4B
AXPAMERICAN EXPRESS CO
$1.3B
BUFRFIRST TR EXCHNG TRADED FD VI
$1.3B
LLYELI LILLY & CO
$1.3B
TRVCCITIGROUP INC
$1.3B
WMTWALMART INC
$1.2B
BKNGBOOKING HOLDINGS INC
$1.2B
BACBANK AMERICA CORP
$1.2B
MRKMERCK & CO INC
$1.1B
FSMDFIDELITY COVINGTON TRUST
$1.1B
UBERUBER TECHNOLOGIES INC
$1.1B
EFVISHARES TR
$1.1B
BSVVANGUARD BD INDEX FDS
$1.1B
DFACDIMENSIONAL ETF TRUST
$985.1M
MAMASTERCARD INCORPORATED
$861.8M
EQTEQT CORP
$836.0M
IYY*ISHARES TR
$814.7M
DFAWDIMENSIONAL ETF TRUST
$811.5M
CEGCONSTELLATION ENERGY CORP
$785.4M
HDHOME DEPOT INC
$752.0M
CRMSALESFORCE INC
$747.7M
PGPROCTER AND GAMBLE CO
$738.9M
GOOGALPHABET INC
$737.4M
JNJJOHNSON & JOHNSON
$734.1M
XOMEXXON MOBIL CORP
$699.2M
DELLDELL TECHNOLOGIES INC
$680.2M
VIGVANGUARD SPECIALIZED FUNDS
$672.1M
BLKBLACKROCK INC
$649.5M
TFCTRUIST FINL CORP
$643.1M
ADBEADOBE INC
$634.1M
SUSAISHARES TR
$633.8M
IVEISHARES TR
$633.2M
RHCRH PLC
$622.6M
STIPISHARES TR
$620.8M
ABBVABBVIE INC
$614.2M
PEPPEPSICO INC
$611.3M
DFCFDIMENSIONAL ETF TRUST
$590.1M
AMGNAMGEN INC
$589.5M
COMDIREXION SHS ETF TR
$589.4M
NVONOVO-NORDISK A S
$583.3M
FITBFIFTH THIRD BANCORP
$582.8M
DONSPDR DOW JONES INDL AVERAGE
$564.9M
GDGENERAL DYNAMICS CORP
$557.5M
KOCOCA COLA CO
$554.4M
CVXCHEVRON CORP NEW
$551.6M
IFRAISHARES TR
$550.7M
UNHUNITEDHEALTH GROUP INC
$549.5M
RTXRTX CORPORATION
$545.2M
RECSCOLUMBIA ETF TR I
$544.6M
LNGCHENIERE ENERGY INC
$534.5M
NOBLPROSHARES TR
$505.6M
IJJISHARES TR
$494.3M
SPABSPDR SERIES TRUST
$482.9M
IWNISHARES TR
$473.3M
DYNFBLACKROCK ETF TRUST
$465.5M
QUALISHARES TR
$460.4M
IAU*ISHARES GOLD TR
$457.0M
VUGVANGUARD INDEX FDS
$442.8M
CSCOCISCO SYS INC
$438.6M
VTIVANGUARD INDEX FDS
$413.7M
IWFISHARES TR
$407.3M
PSXPHILLIPS 66
$405.0M
TXNTEXAS INSTRS INC
$386.7M
FCXFREEPORT-MCMORAN INC
$372.7M
BMYBRISTOL-MYERS SQUIBB CO
$371.7M
MOALTRIA GROUP INC
$367.5M
FQIDIGITAL RLTY TR INC
$356.2M
SUBISHARES TR
$349.4M
LOWLOWES COS INC
$342.5M
VEUVANGUARD INTL EQUITY INDEX F
$340.1M
LMTLOCKHEED MARTIN CORP
$336.7M
LULULULULEMON ATHLETICA INC
$334.8M
IWDISHARES TR
$334.2M
IXUSISHARES TR
$321.6M
VOOVANGUARD INDEX FDS
$321.3M
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