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: $161.1M147 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$817K	0.5%Prev: 0.5%	3,577 SH	Increased+227 SH
ADOBE INC	COM	$433K	0.3%Prev: 0.4%	1,236 SH	Decreased-432 SH
ADVANCED MICRO DEVICES INC	COM	$323K	0.2%Prev: 0.2%	1,508 SH	Increased+112 SH
ALLSTATE CORP	COM	$202K	0.1%	969 SH	New
ALPHABET INC	CAP STK CL A	$3.8M	2.4%Prev: 2.1%	12,289 SH	Increased-171 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.8%Prev: 0.7%	4,204 SH	Increased+6 SH
ALPS ETF TR	SMITH CORE PLUS	$4.4M	2.7%Prev: 2.9%	169,593 SH	Increased+11,204 SH
ALTRIA GROUP INC	COM	$374K	0.2%Prev: 0.3%	6,479 SH	Decreased+93 SH
AMAZON COM INC	COM	$3.2M	2.0%Prev: 1.9%	13,713 SH	Increased+1,263 SH
AMERICAN AXLE & MFG HLDGS IN	COM	$64K	0.0%Prev: 0.0%	10,008 SH	Increased-301 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$286K	0.2%	3,043 SH	New
AMERICAN EXPRESS CO	COM	$1.6M	1.0%Prev: 1.0%	4,340 SH	Increased+169 SH
AMGEN INC	COM	$759K	0.5%Prev: 0.4%	2,320 SH	Increased+147 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$333K	0.2%Prev: 0.2%	7,484 SH	Increased+2,368 SH
ANALOG DEVICES INC	COM	$330K	0.2%Prev: 0.2%	1,218 SH	Increased+1 SH
ANYWHERE REAL ESTATE INC	COM	$161K	0.1%Prev: 0.1%	11,352 SH	Increased
APPLE INC	COM	$7.9M	4.9%Prev: 4.1%	28,890 SH	Increased+5,662 SH
ARISTA NETWORKS INC	COM SHS	$208K	0.1%Prev: 0.2%	1,588 SH	Decreased-2 SH
ASML HOLDING N V	N Y REGISTRY SHS	$263K	0.2%	246 SH	New
BANK AMERICA CORP	COM	$1.4M	0.9%Prev: 0.9%	25,370 SH	Increased+1,149 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	1.7%Prev: 2.2%	5,457 SH	Decreased-680 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$798K	0.5%Prev: 0.4%	13,116 SH	Increased+3,480 SH
BLACKROCK INC	COM	$683K	0.4%Prev: 0.5%	638 SH	Decreased+24 SH
BOOKING HOLDINGS INC	COM	$1.1M	0.7%Prev: 0.7%	207 SH	Increased+11 SH
BRISTOL-MYERS SQUIBB CO	COM	$451K	0.3%Prev: 0.3%	8,364 SH	Increased+321 SH
BROADCOM INC	COM	$3.5M	2.2%Prev: 2.6%	10,174 SH	Decreased-1,094 SH
CATERPILLAR INC	COM	$430K	0.3%Prev: 0.2%	750 SH	Increased+11 SH
CHENIERE ENERGY INC	COM NEW	$461K	0.3%Prev: 0.4%	2,371 SH	Decreased+200 SH
CHEVRON CORP NEW	COM	$626K	0.4%Prev: 0.4%	4,105 SH	Increased+203 SH
CISCO SYS INC	COM	$510K	0.3%Prev: 0.3%	6,627 SH	Increased+365 SH
CITIGROUP INC	COM NEW	$1.8M	1.1%Prev: 1.1%	15,691 SH	Increased+570 SH
COCA COLA CO	COM	$601K	0.4%Prev: 0.4%	8,592 SH	Increased+595 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$938K	0.6%Prev: 0.5%	22,978 SH	Increased+6,756 SH
CONSOLIDATED EDISON INC	COM	$254K	0.2%Prev: 0.2%	2,561 SH	Increased+385 SH
CONSTELLATION ENERGY CORP	COM	$961K	0.6%Prev: 0.6%	2,719 SH	Increased+160 SH
COSTCO WHSL CORP NEW	COM	$268K	0.2%Prev: 0.2%	311 SH	Decreased+13 SH
CRH PLC	ORD	$1.0M	0.6%Prev: 0.6%	8,383 SH	Increased+1,543 SH
DELL TECHNOLOGIES INC	CL C	$810K	0.5%Prev: 0.6%	6,438 SH	Decreased+316 SH
DIGITAL RLTY TR INC	COM	$346K	0.2%Prev: 0.3%	2,236 SH	Decreased+145 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$885K	0.5%Prev: 0.4%	20,795 SH	Increased+5,793 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$277K	0.2%	8,385 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.8M	1.1%Prev: 0.8%	45,788 SH	Increased+15,049 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$1.1M	0.7%Prev: 0.6%	14,500 SH	Increased+2,086 SH
DIREXION SHS ETF TR	AUSPCE CMD STG	$693K	0.4%Prev: 0.4%	23,426 SH	Increased+1,176 SH
DUKE ENERGY CORP NEW	COM NEW	$266K	0.2%Prev: 0.2%	2,269 SH	Increased+243 SH
ELI LILLY & CO	COM	$2.4M	1.5%Prev: 0.9%	2,188 SH	Increased+478 SH
EQT CORP	COM	$831K	0.5%Prev: 0.6%	15,495 SH	Increased+861 SH
EXELON CORP	COM	$253K	0.2%Prev: 0.2%	5,797 SH	Increased+811 SH
EXXON MOBIL CORP	COM	$831K	0.5%Prev: 0.5%	6,904 SH	Increased+342 SH
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$1.3M	0.8%Prev: 0.8%	28,829 SH	Increased+1,641 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.0M	1.2%Prev: 1.4%	43,112 SH	Decreased-1,755 SH
FIFTH THIRD BANCORP	COM	$653K	0.4%Prev: 0.4%	13,957 SH	Increased+8 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.3M	0.8%Prev: 0.9%	37,705 SH	Decreased-1,839 SH
FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$1.9M	1.2%Prev: 1.2%	33,302 SH	Increased+1,612 SH
FREEPORT-MCMORAN INC	CL B	$307K	0.2%Prev: 0.2%	6,052 SH	Decreased-2,643 SH
GE VERNOVA INC	COM	$567K	0.4%	867 SH	New
GENERAL DYNAMICS CORP	COM	$694K	0.4%Prev: 0.5%	2,063 SH	Increased+110 SH
GOLDMAN SACHS GROUP INC	COM	$378K	0.2%	430 SH	New
HARTFORD INSURANCE GROUP INC	COM	$317K	0.2%Prev: 0.2%	2,299 SH	Increased+131 SH
HOME DEPOT INC	COM	$778K	0.5%Prev: 0.6%	2,260 SH	Decreased+181 SH
HONEYWELL INTL INC	COM	$257K	0.2%Prev: 0.2%	1,320 SH	Increased+172 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.4M	1.5%Prev: 1.6%	12,732 SH	Increased+496 SH
INVESCO QQQ TR	UNIT SER 1	$5.3M	3.3%Prev: 3.6%	8,646 SH	Increased+155 SH
ISHARES GOLD TR	ISHARES NEW	$979K	0.6%Prev: 0.4%	12,066 SH	Increased+4,678 SH
ISHARES TR	0-5 YR TIPS ETF	$808K	0.5%Prev: 0.5%	7,892 SH	Increased+765 SH
ISHARES TR	CORE 80/20 AGGRE	$210K	0.1%	2,345 SH	New
ISHARES TR	CORE DIV GRWTH	$3.6M	2.2%Prev: 2.4%	51,820 SH	Increased+977 SH
ISHARES TR	CORE INTL AGGR	$494K	0.3%Prev: 0.2%	9,885 SH	Increased+3,132 SH
ISHARES TR	CORE MSCI INTL	$288K	0.2%Prev: 0.2%	3,494 SH	Increased+25 SH
ISHARES TR	CORE MSCI TOTAL	$369K	0.2%	4,363 SH	New
ISHARES TR	CORE S&P SCP ETF	$313K	0.2%Prev: 0.2%	2,604 SH	Increased
ISHARES TR	CORE S&P TTL STK	$2.4M	1.5%Prev: 1.2%	15,954 SH	Increased+4,536 SH
ISHARES TR	CORE S&P500 ETF	$8.3M	5.2%Prev: 5.7%	12,187 SH	Increased-54 SH
ISHARES TR	CORE UNIVRSL USD	$262K	0.2%	5,631 SH	New
ISHARES TR	CORE US AGGBD ET	$319K	0.2%Prev: 0.2%	3,197 SH	Decreased
ISHARES TR	DOW JONES US ETF	$895K	0.6%Prev: 0.6%	5,400 SH	Increased
ISHARES TR	EAFE VALUE ETF	$1.3M	0.8%Prev: 0.8%	18,044 SH	Increased+752 SH
ISHARES TR	ESG OPTIMIZED	$697K	0.4%Prev: 0.5%	5,000 SH	Increased
ISHARES TR	FUTURE AI & TECH	$204K	0.1%	4,237 SH	New
ISHARES TR	IBOXX INV CP ETF	$409K	0.3%Prev: 0.2%	3,709 SH	Increased+939 SH
ISHARES TR	INVESTMENT GRADE	$487K	0.3%Prev: 0.2%	10,661 SH	Increased+3,466 SH
ISHARES TR	ISHARES SEMICDTR	$333K	0.2%Prev: 0.2%	1,106 SH	Increased+1 SH
ISHARES TR	JPMORGAN USD EMG	$536K	0.3%	5,562 SH	New
ISHARES TR	MSCI USA QLT FCT	$438K	0.3%Prev: 0.3%	2,207 SH	Decreased-202 SH
ISHARES TR	NATIONAL MUN ETF	$258K	0.2%Prev: 0.2%	2,408 SH	Decreased-468 SH
ISHARES TR	RUS 1000 GRW ETF	$505K	0.3%Prev: 0.3%	1,068 SH	Increased+109 SH
ISHARES TR	RUS 1000 VAL ETF	$362K	0.2%Prev: 0.2%	1,723 SH	Increased+1 SH
ISHARES TR	RUS 2000 VAL ETF	$544K	0.3%Prev: 0.4%	3,000 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$269K	0.2%Prev: 0.2%	2,180 SH	Increased+187 SH
ISHARES TR	S&P 500 VAL ETF	$727K	0.5%Prev: 0.5%	3,426 SH	Increased+90 SH
ISHARES TR	S&P MC 400VL ETF	$526K	0.3%Prev: 0.4%	4,000 SH	Increased
ISHARES TR	SHRT NAT MUN ETF	$351K	0.2%Prev: 0.2%	3,285 SH	Decreased
ISHARES TR	US INFRASTRUC	$595K	0.4%Prev: 0.4%	11,301 SH	Increased+177 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.5M	1.6%Prev: 1.7%	44,416 SH	Increased+2,129 SH
JOHNSON & JOHNSON	COM	$1.1M	0.7%Prev: 0.6%	5,254 SH	Increased+424 SH
JPMORGAN CHASE & CO.	COM	$2.2M	1.4%Prev: 1.4%	6,819 SH	Increased+296 SH
L3HARRIS TECHNOLOGIES INC	COM	$319K	0.2%Prev: 0.2%	1,086 SH	Increased+50 SH
LOCKHEED MARTIN CORP	COM	$383K	0.2%Prev: 0.3%	792 SH	Increased+66 SH
LOWES COS INC	COM	$342K	0.2%Prev: 0.3%	1,416 SH	Decreased-48 SH
LULULEMON ATHLETICA INC	COM	$348K	0.2%Prev: 0.2%	1,672 SH	Increased+220 SH
MASTERCARD INCORPORATED	CL A	$952K	0.6%Prev: 0.6%	1,667 SH	Increased+107 SH
MCKESSON CORP	COM	$284K	0.2%	346 SH	New
MEDTRONIC PLC	SHS	$352K	0.2%Prev: 0.2%	3,669 SH	Increased+182 SH
MERCADOLIBRE INC	COM	$201K	0.1%Prev: 0.2%	100 SH	Decreased
MERCK & CO INC	COM	$1.8M	1.1%Prev: 0.9%	17,268 SH	Increased+2,072 SH
META PLATFORMS INC	CL A	$1.8M	1.1%Prev: 1.4%	2,737 SH	Decreased+65 SH
MICROSOFT CORP	COM	$4.2M	2.6%Prev: 3.0%	8,712 SH	Decreased+390 SH
MORGAN STANLEY	COM NEW	$852K	0.5%Prev: 0.2%	4,797 SH	Increased+3,126 SH
NETFLIX INC	COM	$1.2M	0.7%Prev: 1.0%	12,781 SH	Decreased+11,576 SH
NEXTERA ENERGY INC	COM	$215K	0.1%	2,681 SH	New
NVIDIA CORPORATION	COM	$4.8M	3.0%Prev: 3.0%	25,734 SH	Increased+2,544 SH
PEPSICO INC	COM	$755K	0.5%Prev: 0.5%	5,258 SH	Increased+457 SH
PHILLIPS 66	COM	$477K	0.3%Prev: 0.3%	3,697 SH	Increased+242 SH
PIMCO EQUITY SER	RAFI DYN MULTI	$528K	0.3%Prev: 0.2%	13,731 SH	Increased+4,215 SH
PIMCO ETF TR	MULTISECTOR BD	$2.0M	1.2%Prev: 1.3%	74,517 SH	Increased+5,345 SH
PROCTER AND GAMBLE CO	COM	$772K	0.5%Prev: 0.5%	5,386 SH	Increased+685 SH
PROSHARES TR	S&P 500 DV ARIST	$523K	0.3%Prev: 0.4%	5,021 SH	Increased
RTX CORPORATION	COM	$1.1M	0.7%Prev: 0.4%	6,042 SH	Increased+2,324 SH
SALESFORCE INC	COM	$813K	0.5%Prev: 0.5%	3,067 SH	Increased+250 SH
SCHWAB CHARLES CORP	COM	$220K	0.1%	2,200 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$571K	0.4%Prev: 0.4%	1,188 SH	Increased+2 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.5M	0.9%Prev: 1.0%	2,207 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$954K	0.6%	35,471 SH	New
T-MOBILE US INC	COM	$231K	0.1%Prev: 0.2%	1,136 SH	Increased+199 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$201K	0.1%	661 SH	New
TEXAS INSTRS INC	COM	$346K	0.2%Prev: 0.2%	1,995 SH	Increased+161 SH
THERMO FISHER SCIENTIFIC INC	COM	$467K	0.3%Prev: 0.3%	806 SH	Increased+50 SH
TRUIST FINL CORP	COM	$766K	0.5%Prev: 0.5%	15,570 SH	Increased+422 SH
UBER TECHNOLOGIES INC	COM	$1.0M	0.6%Prev: 0.8%	12,360 SH	Decreased+765 SH
UNITED BANKSHARES INC WEST V	COM	$315K	0.2%Prev: 0.2%	8,202 SH	Increased+12 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.2M	0.7%Prev: 0.9%	15,185 SH	Decreased-317 SH
VANGUARD INDEX FDS	GROWTH ETF	$493K	0.3%Prev: 0.3%	1,010 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$1.6M	1.0%Prev: 1.1%	5,565 SH	Increased+200 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$412K	0.3%Prev: 0.3%	657 SH	Increased+25 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$458K	0.3%Prev: 0.3%	1,365 SH	Increased+7 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$505K	0.3%Prev: 0.3%	6,860 SH	Increased+1,577 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$253K	0.2%Prev: 0.1%	4,701 SH	Increased+785 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$319K	0.2%	2,263 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$305K	0.2%Prev: 0.2%	6,172 SH	Increased+1,794 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.1M	1.3%Prev: 1.3%	24,768 SH	Increased+3,019 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$708K	0.4%Prev: 0.5%	3,223 SH	Increased+7 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.7M	1.7%Prev: 1.8%	18,703 SH	Increased+384 SH
VANGUARD WORLD FD	INF TECH ETF	$1.5M	1.0%Prev: 1.1%	2,043 SH	Increased-18 SH
WALMART INC	COM	$1.4M	0.9%Prev: 0.9%	12,825 SH	Increased+562 SH
WELLS FARGO CO NEW	COM	$362K	0.2%Prev: 0.2%	3,886 SH	Increased+200 SH
WISDOMTREE TR	DYNAMIC INTL EQT	$298K	0.2%	6,837 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$7.2M	4.5%Prev: 4.8%	80,847 SH	Increased+3,822 SH

Sold (vs prior filing)

CENTERPOINT ENERGY INC — $237K
CLEVELAND-CLIFFS INC NEW — $134K
ELEVANCE HEALTH INC FORMERLY — $244K
ISHARES TR — $297K
NOVO-NORDISK A S — $493K
NU HLDGS LTD — $176K
SPDR SERIES TRUST — $521K
STEEL DYNAMICS INC — $209K
SUPER MICRO COMPUTER INC — $206K

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