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: $132.1M135 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$614K	0.5%Prev: 0.5%	3,309 SH	Decreased-544 SH
ADOBE INC	COM	$634K	0.5%	1,639 SH	New
ALPHABET INC	CAP STK CL A	$2.2M	1.6%Prev: 1.8%	12,308 SH	Decreased+1,611 SH
ALPHABET INC	CAP STK CL C	$737K	0.6%Prev: 0.7%	4,157 SH	Decreased-167 SH
ALPS ETF TR	SMITH CORE PLUS	$4.0M	3.0%Prev: 2.9%	154,257 SH	Decreased-39,920 SH
ALTRIA GROUP INC	COM	$368K	0.3%Prev: 0.2%	6,269 SH	Decreased-141 SH
AMAZON COM INC	COM	$2.7M	2.0%Prev: 1.7%	12,324 SH	Decreased-2,109 SH
AMERICAN AXLE & MFG HLDGS IN	COM	$42K	0.0%	10,309 SH	New
AMERICAN EXPRESS CO	COM	$1.3M	1.0%Prev: 0.7%	4,185 SH	Increased-41 SH
AMGEN INC	COM	$590K	0.4%Prev: 0.5%	2,111 SH	Decreased-315 SH
ANALOG DEVICES INC	COM	$289K	0.2%Prev: 0.2%	1,216 SH	Decreased-29 SH
ANYWHERE REAL ESTATE INC	COM	$99K	0.1%	27,290 SH	New
APPLE INC	COM	$4.7M	3.6%Prev: 10.9%	22,910 SH	Decreased-52,096 SH
BANK AMERICA CORP	COM	$1.2M	0.9%Prev: 0.7%	24,352 SH	Decreased+114 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.9M	2.2%Prev: 1.5%	6,069 SH	Increased+502 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$466K	0.4%Prev: 0.5%	8,548 SH	Decreased-5,059 SH
BLACKROCK INC	COM	$649K	0.5%Prev: 0.4%	619 SH	Increased-52 SH
BOOKING HOLDINGS INC	COM	$1.2M	0.9%Prev: 0.5%	202 SH	Increased-13 SH
BRISTOL-MYERS SQUIBB CO	COM	$372K	0.3%Prev: 0.3%	8,031 SH	Decreased-247 SH
BROADCOM INC	COM	$3.2M	2.4%Prev: 1.8%	11,442 SH	Decreased+1,185 SH
CATERPILLAR INC	COM	$310K	0.2%Prev: 0.3%	797 SH	Decreased+116 SH
CENTERPOINT ENERGY INC	COM	$212K	0.2%	5,757 SH	New
CHENIERE ENERGY INC	COM NEW	$535K	0.4%Prev: 0.4%	2,195 SH	Decreased-264 SH
CHEVRON CORP NEW	COM	$552K	0.4%	3,852 SH	New
CISCO SYS INC	COM	$439K	0.3%Prev: 0.3%	6,322 SH	Decreased-208 SH
CITIGROUP INC	COM NEW	$1.3M	1.0%Prev: 0.8%	15,138 SH	Decreased+3,244 SH
COCA COLA CO	COM	$554K	0.4%Prev: 0.4%	7,835 SH	Decreased-1,217 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$545K	0.4%Prev: 0.5%	14,803 SH	Decreased-8,922 SH
COMCAST CORP NEW	CL A	$201K	0.2%	5,621 SH	New
CONSOLIDATED EDISON INC	COM	$201K	0.2%Prev: 0.2%	2,007 SH	Decreased-783 SH
CONSTELLATION ENERGY CORP	COM	$785K	0.6%Prev: 0.5%	2,434 SH	Decreased-597 SH
COSTCO WHSL CORP NEW	COM	$295K	0.2%	298 SH	New
CRH PLC	ORD	$623K	0.5%Prev: 0.5%	6,782 SH	Decreased-1,928 SH
DELL TECHNOLOGIES INC	CL C	$680K	0.5%Prev: 0.6%	5,548 SH	Decreased-1,243 SH
DIGITAL RLTY TR INC	COM	$356K	0.3%Prev: 0.2%	2,043 SH	Decreased-312 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$590K	0.4%Prev: 0.5%	13,964 SH	Decreased-8,223 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$985K	0.7%Prev: 1.1%	27,486 SH	Decreased-20,035 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$812K	0.6%Prev: 0.6%	12,098 SH	Decreased-1,846 SH
DIREXION SHS ETF TR	AUSPCE CMD STG	$589K	0.4%	21,308 SH	New
DUKE ENERGY CORP NEW	COM NEW	$228K	0.2%Prev: 0.2%	1,935 SH	Decreased-527 SH
ELEVANCE HEALTH INC	COM	$269K	0.2%	691 SH	New
ELI LILLY & CO	COM	$1.3M	1.0%Prev: 1.2%	1,660 SH	Decreased-599 SH
EQT CORP	COM	$836K	0.6%Prev: 0.7%	14,334 SH	Decreased-4,594 SH
EXELON CORP	COM	$201K	0.2%Prev: 0.2%	4,632 SH	Decreased-1,697 SH
EXXON MOBIL CORP	COM	$699K	0.5%Prev: 0.6%	6,487 SH	Decreased-162 SH
FAIR ISAAC CORP	COM	$207K	0.2%	113 SH	New
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$1.1M	0.8%Prev: 0.8%	27,058 SH	Decreased-2,669 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.7M	1.3%Prev: 1.2%	37,423 SH	Decreased-7,076 SH
FIFTH THIRD BANCORP	COM	$583K	0.4%Prev: 0.4%	14,169 SH	Decreased+185 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.3M	1.0%Prev: 0.8%	41,006 SH	Decreased+1,929 SH
FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$1.7M	1.3%Prev: 1.1%	31,734 SH	Decreased-4,303 SH
FREEPORT-MCMORAN INC	CL B	$373K	0.3%	8,597 SH	New
GENERAL DYNAMICS CORP	COM	$558K	0.4%Prev: 0.4%	1,912 SH	Decreased-238 SH
HARTFORD INSURANCE GROUP INC	COM	$276K	0.2%Prev: 0.2%	2,178 SH	Decreased-241 SH
HOME DEPOT INC	COM	$752K	0.6%Prev: 0.5%	2,051 SH	Decreased-458 SH
HONEYWELL INTL INC	COM	$264K	0.2%Prev: 0.2%	1,135 SH	Decreased-427 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.2M	1.7%Prev: 1.5%	12,269 SH	Decreased-1,167 SH
INVESCO QQQ TR	UNIT SER 1	$4.8M	3.6%Prev: 3.0%	8,650 SH	Decreased-279 SH
ISHARES GOLD TR	ISHARES NEW	$457K	0.3%Prev: 0.6%	7,328 SH	Decreased-4,788 SH
ISHARES TR	0-5 YR TIPS ETF	$621K	0.5%Prev: 0.5%	6,033 SH	Decreased-2,226 SH
ISHARES TR	CORE DIV GRWTH	$3.3M	2.5%Prev: 2.2%	51,582 SH	Decreased-1,936 SH
ISHARES TR	CORE INTL AGGR	$296K	0.2%Prev: 0.3%	5,797 SH	Decreased-5,291 SH
ISHARES TR	CORE MSCI INTL	$261K	0.2%Prev: 0.2%	3,437 SH	Decreased-157 SH
ISHARES TR	CORE MSCI TOTAL	$322K	0.2%Prev: 0.2%	4,160 SH	Decreased-291 SH
ISHARES TR	CORE S&P SCP ETF	$295K	0.2%Prev: 0.2%	2,700 SH	Decreased+96 SH
ISHARES TR	CORE S&P TTL STK	$1.4M	1.1%Prev: 1.3%	10,414 SH	Decreased-5,932 SH
ISHARES TR	CORE S&P500 ETF	$7.8M	5.9%Prev: 4.7%	12,594 SH	Decreased+61 SH
ISHARES TR	CORE TOTAL USD	$233K	0.2%	5,046 SH	New
ISHARES TR	CORE US AGGBD ET	$317K	0.2%Prev: 0.2%	3,197 SH	Decreased-1 SH
ISHARES TR	DOW JONES US ETF	$815K	0.6%Prev: 0.5%	5,400 SH	Decreased
ISHARES TR	EAFE VALUE ETF	$1.1M	0.8%Prev: 0.8%	16,855 SH	Decreased-1,761 SH
ISHARES TR	ESG OPTIMIZED	$634K	0.5%Prev: 0.4%	5,000 SH	Decreased
ISHARES TR	IBOXX INV CP ETF	$286K	0.2%Prev: 0.2%	2,605 SH	Decreased-696 SH
ISHARES TR	INVESTMENT GRADE	$299K	0.2%Prev: 0.3%	6,587 SH	Decreased-5,138 SH
ISHARES TR	ISHARES SEMICDTR	$264K	0.2%Prev: 0.2%	1,105 SH	Decreased-69 SH
ISHARES TR	MSCI USA QLT FCT	$460K	0.3%Prev: 0.2%	2,518 SH	Increased+345 SH
ISHARES TR	NATIONAL MUN ETF	$299K	0.2%Prev: 0.1%	2,865 SH	Increased+409 SH
ISHARES TR	RUS 1000 GRW ETF	$407K	0.3%Prev: 0.3%	959 SH	Decreased-111 SH
ISHARES TR	RUS 1000 VAL ETF	$334K	0.3%Prev: 0.2%	1,721 SH	Decreased+140 SH
ISHARES TR	RUS 2000 VAL ETF	$473K	0.4%Prev: 0.3%	3,000 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$205K	0.2%Prev: 0.1%	1,860 SH	Decreased-446 SH
ISHARES TR	S&P 500 VAL ETF	$633K	0.5%Prev: 0.4%	3,240 SH	Decreased-228 SH
ISHARES TR	S&P MC 400VL ETF	$494K	0.4%Prev: 0.3%	4,000 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$349K	0.3%Prev: 0.2%	3,285 SH	Decreased
ISHARES TR	US INFRASTRUC	$551K	0.4%Prev: 0.4%	11,196 SH	Decreased-332 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.3M	1.8%Prev: 1.6%	40,812 SH	Decreased-8,417 SH
JOHNSON & JOHNSON	COM	$734K	0.6%Prev: 0.8%	4,806 SH	Decreased-630 SH
JPMORGAN CHASE & CO.	COM	$2.1M	1.6%	7,076 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$258K	0.2%Prev: 0.2%	1,027 SH	Decreased+30 SH
LOCKHEED MARTIN CORP	COM	$337K	0.3%Prev: 0.3%	727 SH	Decreased-39 SH
LOWES COS INC	COM	$343K	0.3%Prev: 0.2%	1,544 SH	Increased+104 SH
LULULEMON ATHLETICA INC	COM	$335K	0.3%	1,409 SH	New
MASTERCARD INCORPORATED	CL A	$862K	0.7%Prev: 0.4%	1,534 SH	Increased+127 SH
MEDTRONIC PLC	SHS	$295K	0.2%Prev: 0.2%	3,380 SH	Decreased-507 SH
MERCADOLIBRE INC	COM	$261K	0.2%	100 SH	New
MERCK & CO INC	COM	$1.1M	0.9%Prev: 1.3%	14,456 SH	Decreased-4,225 SH
META PLATFORMS INC	CL A	$2.0M	1.5%Prev: 0.9%	2,659 SH	Increased-179 SH
MICROSOFT CORP	COM	$4.0M	3.1%Prev: 2.1%	8,111 SH	Increased-1,656 SH
MORGAN STANLEY	COM NEW	$240K	0.2%Prev: 0.4%	1,704 SH	Decreased-2,315 SH
NETFLIX INC	COM	$1.6M	1.2%	1,219 SH	New
NOVO-NORDISK A S	ADR	$583K	0.4%	8,451 SH	New
NVIDIA CORPORATION	COM	$3.5M	2.7%Prev: 2.6%	22,468 SH	Decreased-4,052 SH
PEPSICO INC	COM	$611K	0.5%Prev: 0.5%	4,629 SH	Decreased-958 SH
PHILLIPS 66	COM	$405K	0.3%Prev: 0.4%	3,395 SH	Decreased-264 SH
PIMCO EQUITY SER	RAFI DYN MULTI	$309K	0.2%Prev: 0.3%	8,600 SH	Decreased-5,392 SH
PIMCO ETF TR	MULTISECTOR BD	$1.8M	1.4%Prev: 1.3%	67,964 SH	Decreased-16,470 SH
PROCTER AND GAMBLE CO	COM	$739K	0.6%	4,638 SH	New
PROSHARES TR	S&P 500 DV ARIST	$506K	0.4%Prev: 0.3%	5,021 SH	Decreased
RTX CORPORATION	COM	$545K	0.4%Prev: 0.7%	3,734 SH	Decreased-2,625 SH
SALESFORCE INC	COM	$748K	0.6%	2,742 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$565K	0.4%	1,282 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.4M	1.1%	2,289 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$483K	0.4%	18,861 SH	New
T-MOBILE US INC	COM	$211K	0.2%	885 SH	New
TEXAS INSTRS INC	COM	$387K	0.3%Prev: 0.2%	1,863 SH	Decreased-211 SH
THERMO FISHER SCIENTIFIC INC	COM	$292K	0.2%Prev: 0.2%	721 SH	Decreased-114 SH
TRUIST FINL CORP	COM	$643K	0.5%Prev: 0.4%	14,959 SH	Decreased-530 SH
UBER TECHNOLOGIES INC	COM	$1.1M	0.8%Prev: 0.5%	11,652 SH	Increased-183 SH
UNITED BANKSHARES INC WEST V	COM	$298K	0.2%Prev: 0.2%	8,178 SH	Decreased-1,097 SH
UNITEDHEALTH GROUP INC	COM	$550K	0.4%	1,761 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.1M	0.8%Prev: 0.7%	13,538 SH	Decreased-2,102 SH
VANGUARD INDEX FDS	GROWTH ETF	$443K	0.3%Prev: 0.3%	1,010 SH	Decreased-5 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.6M	1.2%Prev: 1.0%	5,579 SH	Decreased-210 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$321K	0.2%Prev: 0.3%	566 SH	Decreased-221 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$414K	0.3%Prev: 0.3%	1,361 SH	Decreased-212 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$340K	0.3%Prev: 0.3%	5,059 SH	Decreased-1,704 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$202K	0.2%Prev: 0.1%	4,088 SH	Decreased-736 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$205K	0.2%Prev: 0.2%	4,076 SH	Decreased-2,673 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.5M	1.1%Prev: 1.2%	17,878 SH	Decreased-7,985 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$672K	0.5%Prev: 0.4%	3,284 SH	Decreased-38 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.5M	1.9%Prev: 1.6%	18,587 SH	Decreased-765 SH
VANGUARD WORLD FD	INF TECH ETF	$1.4M	1.0%Prev: 0.8%	2,070 SH	Decreased-29 SH
WALMART INC	COM	$1.2M	0.9%Prev: 1.0%	12,430 SH	Decreased-1,304 SH
WELLS FARGO CO NEW	COM	$287K	0.2%	3,584 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$6.5M	4.9%Prev: 4.2%	77,200 SH	Decreased-6,912 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $316K
ALLSTATE CORP — $223K
AMERICAN CENTY ETF TR — $287K
AMPHENOL CORP — $728K
AMPLIFY ETF TR — $356K
ASML HLDG NV — $324K
BOEING CO — $504K
CHEVRON CORPORATION — $833K
COMPASS INC — $127K
COSTCO WHOLESALE CORPORATION — $339K
DAUCH CORP — $59K
DIMENSIONAL ETF TRUST — $290K
DIREXION SHARES ETF TRUST — $818K
FEDEX CORP — $208K
FREEPORT MCMORAN INC — $312K
GE VERNOVA INC — $950K
GOLDMAN SACHS GROUP INC — $396K
ILLINOIS TOOL WKS INC — $224K
ISHARES TR — $219K
ISHARES TR — $265K
… and 18 more

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