Riverbend Wealth Management, LLC

CIK 0002055570 • 7 13F filings • Apr 23, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $111.8M119 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$642K	0.6%	3,064 SH
ADOBE INC	COM	$700K	0.6%	1,825 SH
ADVANCED MICRO DEVICES INC	COM	$379K	0.3%	3,685 SH
ALPHABET INC	CAP STK CL A	$2.1M	1.9%	13,546 SH
ALPHABET INC	CAP STK CL C	$621K	0.6%	3,972 SH
ALPS ETF TR	SMITH CORE PLUS	$2.9M	2.6%	113,955 SH
ALTRIA GROUP INC	COM	$371K	0.3%	6,185 SH
AMAZON COM INC	COM	$2.3M	2.0%	11,985 SH
AMERICAN EXPRESS CO	COM	$1.1M	1.0%	4,036 SH
AMGEN INC	COM	$623K	0.6%	1,999 SH
ANALOG DEVICES INC	COM	$265K	0.2%	1,313 SH
ANYWHERE REAL ESTATE INC	COM	$200K	0.2%	59,952 SH
APPLE INC	COM	$4.8M	4.3%	21,732 SH
BANK AMERICA CORP	COM	$981K	0.9%	23,511 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.2M	2.9%	6,001 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$306K	0.3%	6,278 SH
BLACKROCK INC	COM	$555K	0.5%	587 SH
BOOKING HOLDINGS INC	COM	$892K	0.8%	194 SH
BRISTOL-MYERS SQUIBB CO	COM	$450K	0.4%	7,385 SH
BROADCOM INC	COM	$1.9M	1.7%	11,105 SH
CATERPILLAR INC	COM	$247K	0.2%	748 SH
CHENIERE ENERGY INC	COM NEW	$496K	0.4%	2,143 SH
CHEVRON CORP NEW	COM	$1.1M	0.9%	6,341 SH
CISCO SYS INC	COM	$495K	0.4%	8,026 SH
CITIGROUP INC	COM NEW	$968K	0.9%	13,632 SH
COCA COLA CO	COM	$419K	0.4%	5,851 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$355K	0.3%	10,680 SH
COMMERCIAL VEH GROUP INC	COM	$12K	0.0%	10,661 SH
CONOCOPHILLIPS	COM	$344K	0.3%	3,275 SH
COSTCO WHSL CORP NEW	COM	$262K	0.2%	278 SH
CRH PLC	ORD	$584K	0.5%	6,633 SH
DIGITAL RLTY TR INC	COM	$284K	0.3%	1,983 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$402K	0.4%	9,569 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$622K	0.6%	18,844 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$696K	0.6%	11,361 SH
DIREXION SHS ETF TR	AUSPCE CMD STG	$606K	0.5%	20,652 SH
DUKE ENERGY CORP NEW	COM NEW	$311K	0.3%	2,546 SH
ELEVANCE HEALTH INC	COM	$201K	0.2%	462 SH
ELI LILLY & CO	COM	$916K	0.8%	1,109 SH
EQT CORP	COM	$250K	0.2%	4,673 SH
EXXON MOBIL CORP	COM	$710K	0.6%	5,973 SH
FAIR ISAAC CORP	COM	$208K	0.2%	113 SH
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$1.0M	0.9%	26,628 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.9M	1.7%	41,201 SH
FIFTH THIRD BANCORP	COM	$555K	0.5%	14,162 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.1M	1.0%	36,705 SH
FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$1.6M	1.5%	30,974 SH
FREEPORT-MCMORAN INC	CL B	$279K	0.2%	7,370 SH
GENERAL DYNAMICS CORP	COM	$511K	0.5%	1,874 SH
HARTFORD INSURANCE GROUP INC	COM	$256K	0.2%	2,071 SH
HOME DEPOT INC	COM	$872K	0.8%	2,380 SH
HONEYWELL INTL INC	COM	$225K	0.2%	1,061 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.2M	2.0%	12,918 SH
INVESCO QQQ TR	UNIT SER 1	$3.8M	3.4%	8,172 SH
ISHARES GOLD TR	ISHARES NEW	$430K	0.4%	7,287 SH
ISHARES TR	CORE DIV GRWTH	$3.2M	2.8%	51,183 SH
ISHARES TR	CORE MSCI TOTAL	$246K	0.2%	3,527 SH
ISHARES TR	CORE S&P SCP ETF	$250K	0.2%	2,392 SH
ISHARES TR	CORE S&P TTL STK	$959K	0.9%	7,862 SH
ISHARES TR	CORE S&P500 ETF	$7.0M	6.3%	12,449 SH
ISHARES TR	CORE TOTAL USD	$252K	0.2%	5,473 SH
ISHARES TR	DOW JONES US ETF	$735K	0.7%	5,400 SH
ISHARES TR	ISHARES SEMICDTR	$204K	0.2%	1,084 SH
ISHARES TR	MSCI USA ESG SLC	$574K	0.5%	5,000 SH
ISHARES TR	MSCI USA QLT FCT	$423K	0.4%	2,476 SH
ISHARES TR	NATIONAL MUN ETF	$304K	0.3%	2,882 SH
ISHARES TR	RUS 1000 GRW ETF	$233K	0.2%	646 SH
ISHARES TR	RUS 1000 VAL ETF	$324K	0.3%	1,720 SH
ISHARES TR	RUS 2000 VAL ETF	$453K	0.4%	3,000 SH
ISHARES TR	S&P 500 VAL ETF	$609K	0.5%	3,198 SH
ISHARES TR	S&P MC 400VL ETF	$479K	0.4%	4,000 SH
ISHARES TR	US INFRASTRUC	$489K	0.4%	10,847 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.9M	1.7%	33,303 SH
JOHNSON & JOHNSON	COM	$801K	0.7%	4,828 SH
JPMORGAN CHASE & CO.	COM	$1.7M	1.5%	6,889 SH
L3HARRIS TECHNOLOGIES INC	COM	$206K	0.2%	985 SH
LOCKHEED MARTIN CORP	COM	$343K	0.3%	768 SH
LOWES COS INC	COM	$352K	0.3%	1,509 SH
MASTERCARD INCORPORATED	CL A	$832K	0.7%	1,519 SH
MCDONALDS CORP	COM	$263K	0.2%	843 SH
MEDTRONIC PLC	SHS	$296K	0.3%	3,290 SH
MERCK & CO INC	COM	$1.2M	1.1%	13,493 SH
META PLATFORMS INC	CL A	$1.5M	1.3%	2,577 SH
MICROSOFT CORP	COM	$3.0M	2.7%	8,046 SH
NETFLIX INC	COM	$1.1M	1.0%	1,218 SH
NEXTERA ENERGY INC	COM	$544K	0.5%	7,668 SH
NOVO-NORDISK A S	ADR	$554K	0.5%	7,980 SH
NVIDIA CORPORATION	COM	$2.0M	1.8%	18,441 SH
PEPSICO INC	COM	$611K	0.5%	4,074 SH
PHILLIPS 66	COM	$401K	0.4%	3,246 SH
PIMCO EQUITY SER	RAFI DYN MULTI	$206K	0.2%	6,449 SH
PIMCO ETF TR	MULTISECTOR BD	$1.4M	1.2%	51,580 SH
PRICE T ROWE GROUP INC	COM	$229K	0.2%	2,488 SH
PROCTER AND GAMBLE CO	COM	$795K	0.7%	4,665 SH
PROSHARES TR	S&P 500 DV ARIST	$511K	0.5%	5,000 SH
RTX CORPORATION	COM	$490K	0.4%	3,698 SH
SALESFORCE INC	COM	$865K	0.8%	3,224 SH
SCHLUMBERGER LTD	COM STK	$572K	0.5%	13,682 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$477K	0.4%	17,058 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$473K	0.4%	1,127 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.2M	1.1%	2,098 SH
SPDR SER TR	PORTFOLIO AGRGTE	$342K	0.3%	13,380 SH
TETRA TECH INC NEW	COM	$298K	0.3%	10,183 SH
TEXAS INSTRS INC	COM	$326K	0.3%	1,817 SH
THERMO FISHER SCIENTIFIC INC	COM	$332K	0.3%	667 SH
TRUIST FINL CORP	COM	$608K	0.5%	14,775 SH
UBER TECHNOLOGIES INC	COM	$824K	0.7%	11,314 SH
UNITED BANKSHARES INC WEST V	COM	$283K	0.3%	8,166 SH
UNITEDHEALTH GROUP INC	COM	$1.3M	1.2%	2,573 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.1M	1.0%	14,021 SH
VANGUARD INDEX FDS	GROWTH ETF	$367K	0.3%	989 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.4M	1.2%	5,321 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$350K	0.3%	682 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$262K	0.2%	4,319 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.5M	1.4%	18,812 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.3M	2.0%	17,530 SH
VANGUARD WORLD FD	INF TECH ETF	$1.1M	0.9%	1,952 SH
WALMART INC	COM	$1.0M	0.9%	11,876 SH
WISDOMTREE TR	US QTLY DIV GRT	$6.0M	5.4%	74,995 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0002055570-26-000005	—	View
Jan 29, 2026	Q4 2025	13F-HR	0002055570-26-000001	$161.1M	View
Oct 21, 2025	Q3 2025