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: $143.2M138 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$776K	0.5%Prev: 0.7%	3,350 SH	Decreased-2,047 SH
ADOBE INC	COM	$588K	0.4%	1,668 SH	New
ADVANCED MICRO DEVICES INC	COM	$226K	0.2%Prev: 0.5%	1,396 SH	Decreased-198 SH
ALPHABET INC	CAP STK CL A	$3.0M	2.1%Prev: 2.0%	12,460 SH	Decreased+1,070 SH
ALPHABET INC	CAP STK CL C	$1.0M	0.7%Prev: 0.8%	4,198 SH	Decreased-250 SH
ALPS ETF TR	SMITH CORE PLUS	$4.1M	2.9%Prev: 2.2%	158,389 SH	Decreased-11,327 SH
ALTRIA GROUP INC	COM	$422K	0.3%Prev: 0.3%	6,386 SH	Decreased-1,665 SH
AMAZON COM INC	COM	$2.7M	1.9%Prev: 1.9%	12,450 SH	Decreased-3,311 SH
AMERICAN AXLE & MFG HLDGS IN	COM	$62K	0.0%	10,309 SH	New
AMERICAN EXPRESS CO	COM	$1.4M	1.0%Prev: 0.8%	4,171 SH	Decreased-329 SH
AMGEN INC	COM	$613K	0.4%Prev: 0.5%	2,173 SH	Decreased-437 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$228K	0.2%Prev: 0.2%	5,116 SH	Decreased-3,128 SH
ANALOG DEVICES INC	COM	$299K	0.2%Prev: 0.2%	1,217 SH	Decreased+76 SH
ANYWHERE REAL ESTATE INC	COM	$120K	0.1%	11,352 SH	New
APPLE INC	COM	$5.9M	4.1%Prev: 4.3%	23,228 SH	Decreased-6,692 SH
ARISTA NETWORKS INC	COM SHS	$232K	0.2%Prev: 0.1%	1,590 SH	Decreased+207 SH
BANK AMERICA CORP	COM	$1.2M	0.9%	24,221 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.1M	2.2%Prev: 1.5%	6,137 SH	Increased+337 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$570K	0.4%Prev: 0.5%	9,636 SH	Decreased-4,309 SH
BLACKROCK INC	COM	$716K	0.5%Prev: 0.3%	614 SH	Increased-100 SH
BOOKING HOLDINGS INC	COM	$1.1M	0.7%Prev: 0.5%	196 SH	Increased-5,592 SH
BRISTOL-MYERS SQUIBB CO	COM	$363K	0.3%	8,043 SH	New
BROADCOM INC	COM	$3.7M	2.6%Prev: 2.0%	11,268 SH	Decreased+764 SH
CATERPILLAR INC	COM	$353K	0.2%Prev: 0.3%	739 SH	Decreased+163 SH
CENTERPOINT ENERGY INC	COM	$237K	0.2%	6,098 SH	New
CHENIERE ENERGY INC	COM NEW	$510K	0.4%Prev: 0.3%	2,171 SH	Decreased-385 SH
CHEVRON CORP NEW	COM	$606K	0.4%	3,902 SH	New
CISCO SYS INC	COM	$428K	0.3%Prev: 0.4%	6,262 SH	Decreased+105 SH
CITIGROUP INC	COM NEW	$1.5M	1.1%Prev: 0.8%	15,121 SH	Decreased+3,064 SH
CLEVELAND-CLIFFS INC NEW	COM	$134K	0.1%	11,000 SH	New
COCA COLA CO	COM	$530K	0.4%Prev: 0.4%	7,997 SH	Decreased-1,791 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$655K	0.5%Prev: 0.5%	16,222 SH	Decreased-8,352 SH
CONSOLIDATED EDISON INC	COM	$219K	0.2%Prev: 0.2%	2,176 SH	Decreased-1,105 SH
CONSTELLATION ENERGY CORP	COM	$842K	0.6%Prev: 0.3%	2,559 SH	Increased-22 SH
COSTCO WHSL CORP NEW	COM	$276K	0.2%	298 SH	New
CRH PLC	ORD	$820K	0.6%Prev: 0.5%	6,840 SH	Decreased-2,621 SH
DELL TECHNOLOGIES INC	CL C	$868K	0.6%Prev: 1.2%	6,122 SH	Decreased+409 SH
DIGITAL RLTY TR INC	COM	$362K	0.3%Prev: 0.2%	2,091 SH	Decreased-348 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$641K	0.4%	15,002 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.2M	0.8%	30,739 SH	New
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$892K	0.6%Prev: 0.5%	12,414 SH	Decreased-726 SH
DIREXION SHS ETF TR	AUSPCE CMD STG	$639K	0.4%	22,250 SH	New
DUKE ENERGY CORP NEW	COM NEW	$251K	0.2%Prev: 0.2%	2,026 SH	Decreased-541 SH
ELEVANCE HEALTH INC FORMERLY	COM	$244K	0.2%	754 SH	New
ELI LILLY & CO	COM	$1.3M	0.9%Prev: 1.5%	1,710 SH	Decreased-720 SH
EQT CORP	COM	$797K	0.6%Prev: 0.4%	14,634 SH	Decreased-539 SH
EXELON CORP	COM	$224K	0.2%Prev: 0.2%	4,986 SH	Decreased-2,473 SH
EXXON MOBIL CORP	COM	$740K	0.5%Prev: 0.5%	6,562 SH	Decreased-1,340 SH
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$1.2M	0.8%Prev: 0.8%	27,188 SH	Decreased-4,114 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.1M	1.4%Prev: 1.1%	44,867 SH	Decreased-3,985 SH
FIFTH THIRD BANCORP	COM	$621K	0.4%Prev: 0.4%	13,949 SH	Decreased-52 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.3M	0.9%	39,544 SH	New
FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$1.8M	1.2%Prev: 1.1%	31,690 SH	Decreased-7,364 SH
FREEPORT-MCMORAN INC	CL B	$341K	0.2%	8,695 SH	New
GENERAL DYNAMICS CORP	COM	$666K	0.5%Prev: 0.5%	1,953 SH	Decreased-973 SH
HARTFORD INSURANCE GROUP INC	COM	$289K	0.2%Prev: 0.2%	2,168 SH	Decreased-454 SH
HOME DEPOT INC	COM	$842K	0.6%	2,079 SH	New
HONEYWELL INTL INC	COM	$242K	0.2%Prev: 0.1%	1,148 SH	Increased+259 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.3M	1.6%Prev: 1.5%	12,236 SH	Decreased-1,837 SH
INVESCO QQQ TR	UNIT SER 1	$5.1M	3.6%Prev: 3.5%	8,491 SH	Decreased-1,070 SH
ISHARES GOLD TR	ISHARES NEW	$538K	0.4%Prev: 0.5%	7,388 SH	Decreased-5,836 SH
ISHARES TR	0-5 YR TIPS ETF	$737K	0.5%Prev: 0.5%	7,127 SH	Decreased-2,727 SH
ISHARES TR	CORE DIV GRWTH	$3.5M	2.4%Prev: 2.2%	50,843 SH	Decreased-6,121 SH
ISHARES TR	CORE INTL AGGR	$346K	0.2%Prev: 0.3%	6,753 SH	Decreased-4,186 SH
ISHARES TR	CORE MSCI INTL	$278K	0.2%Prev: 0.2%	3,469 SH	Decreased-165 SH
ISHARES TR	CORE S&P SCP ETF	$309K	0.2%Prev: 0.2%	2,604 SH	Decreased
ISHARES TR	CORE S&P TTL STK	$1.7M	1.2%Prev: 1.4%	11,418 SH	Decreased-4,970 SH
ISHARES TR	CORE S&P500 ETF	$8.2M	5.7%Prev: 5.0%	12,241 SH	Decreased-1,128 SH
ISHARES TR	CORE TOTAL USD	$297K	0.2%	6,357 SH	New
ISHARES TR	CORE US AGGBD ET	$320K	0.2%Prev: 0.2%	3,197 SH	Increased-1 SH
ISHARES TR	DOW JONES US ETF	$877K	0.6%Prev: 0.5%	5,400 SH	Decreased
ISHARES TR	EAFE VALUE ETF	$1.2M	0.8%Prev: 0.8%	17,292 SH	Decreased-3,057 SH
ISHARES TR	ESG OPTIMIZED	$678K	0.5%Prev: 0.4%	5,000 SH	Decreased
ISHARES TR	IBOXX INV CP ETF	$309K	0.2%Prev: 0.2%	2,770 SH	Decreased-633 SH
ISHARES TR	INVESTMENT GRADE	$331K	0.2%	7,195 SH	New
ISHARES TR	ISHARES SEMICDTR	$300K	0.2%Prev: 0.4%	1,105 SH	Decreased-69 SH
ISHARES TR	MSCI USA QLT FCT	$469K	0.3%Prev: 0.2%	2,409 SH	Increased+386 SH
ISHARES TR	NATIONAL MUN ETF	$306K	0.2%Prev: 0.1%	2,876 SH	Increased+626 SH
ISHARES TR	RUS 1000 GRW ETF	$449K	0.3%Prev: 0.3%	959 SH	Decreased-3,322 SH
ISHARES TR	RUS 1000 VAL ETF	$351K	0.2%Prev: 0.2%	1,722 SH	Decreased+140 SH
ISHARES TR	RUS 2000 VAL ETF	$530K	0.4%Prev: 0.3%	3,000 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$241K	0.2%Prev: 0.2%	1,993 SH	Decreased-581 SH
ISHARES TR	S&P 500 VAL ETF	$689K	0.5%Prev: 0.4%	3,336 SH	Decreased-24 SH
ISHARES TR	S&P MC 400VL ETF	$519K	0.4%Prev: 0.3%	4,000 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$351K	0.2%Prev: 0.2%	3,285 SH	Increased
ISHARES TR	US INFRASTRUC	$588K	0.4%Prev: 0.4%	11,124 SH	Decreased-929 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.4M	1.7%Prev: 0.3%	42,287 SH	Increased+32,601 SH
JOHNSON & JOHNSON	COM	$896K	0.6%Prev: 0.7%	4,830 SH	Decreased-874 SH
JPMORGAN CHASE & CO.	COM	$2.1M	1.4%	6,523 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$316K	0.2%Prev: 0.1%	1,036 SH	Increased+9 SH
LOCKHEED MARTIN CORP	COM	$362K	0.3%Prev: 0.2%	726 SH	Decreased-145 SH
LOWES COS INC	COM	$368K	0.3%Prev: 0.2%	1,464 SH	Increased+30 SH
LULULEMON ATHLETICA INC	COM	$258K	0.2%	1,452 SH	New
MASTERCARD INCORPORATED	CL A	$887K	0.6%Prev: 0.4%	1,560 SH	Increased+186 SH
MEDTRONIC PLC	SHS	$332K	0.2%Prev: 0.2%	3,487 SH	Increased-682 SH
MERCADOLIBRE INC	COM	$234K	0.2%	100 SH	New
MERCK & CO INC	COM	$1.3M	0.9%Prev: 1.3%	15,196 SH	Decreased-5,081 SH
META PLATFORMS INC	CL A	$2.0M	1.4%Prev: 0.9%	2,672 SH	Increased-488 SH
MICROSOFT CORP	COM	$4.3M	3.0%Prev: 2.1%	8,322 SH	Increased-2,998 SH
MORGAN STANLEY	COM NEW	$266K	0.2%Prev: 0.4%	1,671 SH	Decreased-2,460 SH
NETFLIX INC	COM	$1.4M	1.0%	1,205 SH	New
NOVO-NORDISK A S	ADR	$493K	0.3%	8,884 SH	New
NU HLDGS LTD	ORD SHS CL A	$176K	0.1%	11,000 SH	New
NVIDIA CORPORATION	COM	$4.3M	3.0%Prev: 2.9%	23,190 SH	Decreased-5,310 SH
PEPSICO INC	COM	$674K	0.5%Prev: 0.4%	4,801 SH	Decreased-406 SH
PHILLIPS 66	COM	$470K	0.3%Prev: 0.2%	3,455 SH	Increased+1,680 SH
PIMCO EQUITY SER	RAFI DYN MULTI	$354K	0.2%Prev: 0.3%	9,516 SH	Decreased-4,955 SH
PIMCO ETF TR	MULTISECTOR BD	$1.9M	1.3%Prev: 1.0%	69,172 SH	Decreased-5,054 SH
PROCTER AND GAMBLE CO	COM	$722K	0.5%	4,701 SH	New
PROSHARES TR	S&P 500 DV ARIST	$518K	0.4%Prev: 0.3%	5,021 SH	Decreased-5,022 SH
RTX CORPORATION	COM	$622K	0.4%Prev: 0.7%	3,718 SH	Decreased-3,206 SH
SALESFORCE INC	COM	$668K	0.5%	2,817 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$550K	0.4%	1,186 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.5M	1.0%	2,207 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$521K	0.4%	20,145 SH	New
STEEL DYNAMICS INC	COM	$209K	0.1%	1,500 SH	New
SUPER MICRO COMPUTER INC	COM NEW	$206K	0.1%	4,289 SH	New
T-MOBILE US INC	COM	$224K	0.2%	937 SH	New
TEXAS INSTRS INC	COM	$337K	0.2%Prev: 0.3%	1,834 SH	Decreased-50 SH
THERMO FISHER SCIENTIFIC INC	COM	$366K	0.3%Prev: 0.2%	756 SH	Decreased-174 SH
TRUIST FINL CORP	COM	$693K	0.5%Prev: 0.4%	15,148 SH	Decreased-509 SH
UBER TECHNOLOGIES INC	COM	$1.1M	0.8%Prev: 0.4%	11,595 SH	Increased-770 SH
UNITED BANKSHARES INC WEST V	COM	$305K	0.2%Prev: 0.2%	8,190 SH	Decreased-1,096 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.2M	0.9%Prev: 0.7%	15,502 SH	Decreased-2,333 SH
VANGUARD INDEX FDS	GROWTH ETF	$484K	0.3%Prev: 0.3%	1,010 SH	Decreased-5,021 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.6M	1.1%Prev: 1.0%	5,365 SH	Decreased-18,907 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$387K	0.3%Prev: 0.2%	632 SH	Decreased-35 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$446K	0.3%Prev: 0.3%	1,358 SH	Decreased-152 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$377K	0.3%Prev: 0.3%	5,283 SH	Decreased-1,464 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$212K	0.1%Prev: 0.2%	3,916 SH	Decreased-1,182 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$222K	0.2%Prev: 0.2%	4,378 SH	Decreased-2,412 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.8M	1.3%Prev: 1.2%	21,749 SH	Decreased-7,726 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$694K	0.5%Prev: 0.4%	3,216 SH	Decreased-13 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.6M	1.8%Prev: 1.6%	18,319 SH	Decreased-2,225 SH
VANGUARD WORLD FD	INF TECH ETF	$1.5M	1.1%Prev: 1.1%	2,061 SH	Decreased-16,424 SH
WALMART INC	COM	$1.3M	0.9%Prev: 0.8%	12,263 SH	Decreased-1,987 SH
WELLS FARGO CO NEW	COM	$309K	0.2%	3,686 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$6.9M	4.8%Prev: 4.3%	77,025 SH	Decreased-11,645 SH

Sold (vs prior filing)

ALLSTATE CORP — $293K
AMERICAN CENTY ETF TR — $306K
AMERIPRISE FINL INC — $204K
AMPHENOL CORP — $1.2M
APPLIED MATLS INC — $254K
ASML HLDG NV — $960K
ASTERA LABS INC — $545K
BANK OF AMER CORP — $1.5M
BOEING CO — $737K
CAMBRIA ETF TR — $1.7M
CELESTICA INC — $259K
CHEVRON CORPORATION — $678K
COMPASS INC — $239K
COSTCO WHOLESALE CORPORATION — $352K
CREDO TECHNOLOGY GROUP HOLDI — $205K
CUMMINS INC — $507K
DAUCH CORP — $54K
DIMENSIONAL ETF TRUST — $944K
DIMENSIONAL ETF TRUST — $350K
DIMENSIONAL ETF TRUST — $2.2M
… and 48 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