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: $174.6M148 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$838K	0.5%Prev: 0.6%	3,853 SH	Increased+789 SH
ADVANCED MICRO DEVICES INC	COM	$316K	0.2%Prev: 0.3%	1,553 SH	Decreased-2,132 SH
ALLSTATE CORP	COM	$223K	0.1%	1,074 SH	New
ALPHABET INC	CAP STK CL A	$3.1M	1.8%Prev: 1.9%	10,697 SH	Increased-2,849 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.7%Prev: 0.6%	4,324 SH	Increased+352 SH
ALPS ETF TR	SMITH CORE PLUS	$5.0M	2.9%Prev: 2.6%	194,177 SH	Increased+80,222 SH
ALTRIA GROUP INC	COM	$423K	0.2%Prev: 0.3%	6,410 SH	Increased+225 SH
AMAZON COM INC	COM	$3.0M	1.7%Prev: 2.0%	14,433 SH	Increased+2,448 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$287K	0.2%	2,873 SH	New
AMERICAN EXPRESS CO	COM	$1.3M	0.7%Prev: 1.0%	4,226 SH	Increased+190 SH
AMGEN INC	COM	$853K	0.5%Prev: 0.6%	2,426 SH	Increased+427 SH
AMPHENOL CORP	CL A	$728K	0.4%	5,764 SH	New
AMPLIFY ETF TR	CWP ENHANCED DIV	$356K	0.2%	7,935 SH	New
ANALOG DEVICES INC	COM	$396K	0.2%Prev: 0.2%	1,245 SH	Increased-68 SH
APPLE INC	COM	$19.0M	10.9%Prev: 4.3%	75,006 SH	Increased+53,274 SH
ASML HLDG NV	N Y REGISTRY SHS	$324K	0.2%	245 SH	New
BANK AMERICA CORP	COM	$1.2M	0.7%Prev: 0.9%	24,238 SH	Increased+727 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	1.5%Prev: 2.9%	5,567 SH	Decreased-434 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$792K	0.5%Prev: 0.3%	13,607 SH	Increased+7,329 SH
BLACKROCK INC	COM	$646K	0.4%Prev: 0.5%	671 SH	Increased+84 SH
BOEING CO	COM	$504K	0.3%	2,533 SH	New
BOOKING HOLDINGS INC	COM	$903K	0.5%Prev: 0.8%	215 SH	Increased+21 SH
BRISTOL-MYERS SQUIBB CO	COM	$502K	0.3%Prev: 0.4%	8,278 SH	Increased+893 SH
BROADCOM INC	COM	$3.2M	1.8%Prev: 1.7%	10,257 SH	Increased-848 SH
CATERPILLAR INC	COM	$483K	0.3%Prev: 0.2%	681 SH	Increased-67 SH
CHENIERE ENERGY INC	COM NEW	$698K	0.4%Prev: 0.4%	2,459 SH	Increased+316 SH
CHEVRON CORPORATION	COM	$833K	0.5%	4,025 SH	New
CISCO SYS INC	COM	$507K	0.3%Prev: 0.4%	6,530 SH	Increased-1,496 SH
CITIGROUP INC	COM NEW	$1.3M	0.8%Prev: 0.9%	11,894 SH	Increased-1,738 SH
COCA COLA CO	COM	$688K	0.4%Prev: 0.4%	9,052 SH	Increased+3,201 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$925K	0.5%Prev: 0.3%	23,725 SH	Increased+13,045 SH
COMPASS INC	CL A	$127K	0.1%	17,401 SH	New
CONSOLIDATED EDISON INC	COM	$316K	0.2%	2,790 SH	New
CONSTELLATION ENERGY CORP	COM	$846K	0.5%	3,031 SH	New
COSTCO WHOLESALE CORPORATION	COM	$339K	0.2%	340 SH	New
CRH PLC	ORD	$916K	0.5%Prev: 0.5%	8,710 SH	Increased+2,077 SH
DAUCH CORP	COM	$59K	0.0%	10,008 SH	New
DELL TECHNOLOGIES INC	CL C	$1.1M	0.6%	6,791 SH	New
DIGITAL RLTY TR INC	COM	$424K	0.2%Prev: 0.3%	2,355 SH	Increased+372 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$937K	0.5%Prev: 0.4%	22,187 SH	Increased+12,618 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$290K	0.2%	8,386 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.8M	1.1%Prev: 0.6%	47,521 SH	Increased+28,677 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$1.0M	0.6%Prev: 0.6%	13,944 SH	Increased+2,583 SH
DIREXION SHARES ETF TRUST	AUSPCE CMD STG	$818K	0.5%	24,373 SH	New
DUKE ENERGY CORP NEW	COM NEW	$322K	0.2%Prev: 0.3%	2,462 SH	Increased-84 SH
ELI LILLY & CO	COM	$2.1M	1.2%Prev: 0.8%	2,259 SH	Increased+1,150 SH
EQT CORP	COM	$1.2M	0.7%Prev: 0.2%	18,928 SH	Increased+14,255 SH
EXELON CORP	COM	$310K	0.2%	6,329 SH	New
EXXON MOBIL CORP	COM	$1.1M	0.6%Prev: 0.6%	6,649 SH	Increased+676 SH
FEDEX CORP	COM	$208K	0.1%	583 SH	New
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$1.3M	0.8%Prev: 0.9%	29,727 SH	Increased+3,099 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.0M	1.2%Prev: 1.7%	44,499 SH	Increased+3,298 SH
FIFTH THIRD BANCORP	COM	$650K	0.4%Prev: 0.5%	13,984 SH	Increased-178 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.3M	0.8%Prev: 1.0%	39,077 SH	Increased+2,372 SH
FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$2.0M	1.1%Prev: 1.5%	36,037 SH	Increased+5,063 SH
FREEPORT MCMORAN INC	CL B	$312K	0.2%	5,308 SH	New
GE VERNOVA INC	COM	$950K	0.5%	1,089 SH	New
GENERAL DYNAMICS CORP	COM	$738K	0.4%Prev: 0.5%	2,150 SH	Increased+276 SH
GOLDMAN SACHS GROUP INC	COM	$396K	0.2%	468 SH	New
HARTFORD INSURANCE GROUP INC	COM	$327K	0.2%Prev: 0.2%	2,419 SH	Increased+348 SH
HOME DEPOT INC	COM	$825K	0.5%Prev: 0.8%	2,509 SH	Decreased+129 SH
HONEYWELL INTL INC	COM	$353K	0.2%Prev: 0.2%	1,562 SH	Increased+501 SH
ILLINOIS TOOL WKS INC	COM	$224K	0.1%	861 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.6M	1.5%Prev: 2.0%	13,436 SH	Increased+518 SH
INVESCO QQQ TR	UNIT SER 1	$5.2M	3.0%Prev: 3.4%	8,929 SH	Increased+757 SH
ISHARES GOLD TR	ISHARES NEW	$1.1M	0.6%Prev: 0.4%	12,116 SH	Increased+4,829 SH
ISHARES TR	0-5 YR TIPS ETF	$854K	0.5%	8,259 SH	New
ISHARES TR	CORE 80/20 AGGRE	$219K	0.1%	2,477 SH	New
ISHARES TR	CORE DIV GRWTH	$3.8M	2.2%Prev: 2.8%	53,518 SH	Increased+2,335 SH
ISHARES TR	CORE INTL AGGR	$555K	0.3%	11,088 SH	New
ISHARES TR	CORE MSCI INTL	$300K	0.2%	3,594 SH	New
ISHARES TR	CORE MSCI TOTAL	$386K	0.2%Prev: 0.2%	4,451 SH	Increased+924 SH
ISHARES TR	CORE S&P SCP ETF	$324K	0.2%Prev: 0.2%	2,604 SH	Increased+212 SH
ISHARES TR	CORE S&P TTL STK	$2.3M	1.3%Prev: 0.9%	16,346 SH	Increased+8,484 SH
ISHARES TR	CORE S&P500 ETF	$8.2M	4.7%Prev: 6.3%	12,533 SH	Increased+84 SH
ISHARES TR	CORE UNIVRSL USD	$265K	0.2%	5,727 SH	New
ISHARES TR	CORE US AGGBD ET	$317K	0.2%	3,198 SH	New
ISHARES TR	DOW JONES US ETF	$856K	0.5%Prev: 0.7%	5,400 SH	Increased
ISHARES TR	EAFE VALUE ETF	$1.4M	0.8%	18,616 SH	New
ISHARES TR	ESG OPTIMIZED	$661K	0.4%	5,000 SH	New
ISHARES TR	FUTURE AI & TECH	$205K	0.1%	4,416 SH	New
ISHARES TR	IBOXX INV CP ETF	$360K	0.2%	3,301 SH	New
ISHARES TR	INVESTMENT GRADE	$528K	0.3%	11,725 SH	New
ISHARES TR	ISHARES SEMICDTR	$386K	0.2%Prev: 0.2%	1,174 SH	Increased+90 SH
ISHARES TR	JPMORGAN USD EMG	$545K	0.3%	5,806 SH	New
ISHARES TR	MSCI USA QLT FCT	$417K	0.2%Prev: 0.4%	2,173 SH	Decreased-303 SH
ISHARES TR	NATIONAL MUN ETF	$261K	0.1%Prev: 0.3%	2,456 SH	Decreased-426 SH
ISHARES TR	RUS 1000 GRW ETF	$456K	0.3%Prev: 0.2%	1,070 SH	Increased+424 SH
ISHARES TR	RUS 1000 VAL ETF	$338K	0.2%Prev: 0.3%	1,581 SH	Increased-139 SH
ISHARES TR	RUS 2000 VAL ETF	$569K	0.3%Prev: 0.4%	3,000 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$261K	0.1%	2,306 SH	New
ISHARES TR	S&P 500 VAL ETF	$732K	0.4%Prev: 0.5%	3,468 SH	Increased+270 SH
ISHARES TR	S&P MC 400VL ETF	$530K	0.3%Prev: 0.4%	4,000 SH	Increased
ISHARES TR	SHRT NAT MUN ETF	$350K	0.2%	3,285 SH	New
ISHARES TR	US INFRASTRUC	$659K	0.4%Prev: 0.4%	11,528 SH	Increased+681 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.8M	1.6%Prev: 1.7%	49,229 SH	Increased+15,926 SH
JOHNSON & JOHNSON	COM	$1.3M	0.8%Prev: 0.7%	5,436 SH	Increased+608 SH
JPMORGAN CHASE & CO	COM	$2.1M	1.2%	7,228 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$344K	0.2%Prev: 0.2%	997 SH	Increased+12 SH
LOCKHEED MARTIN CORP	COM	$463K	0.3%Prev: 0.3%	766 SH	Increased-2 SH
LOWES COS INC	COM	$340K	0.2%Prev: 0.3%	1,440 SH	Decreased-69 SH
MASTERCARD INCORPORATED	CL A	$703K	0.4%Prev: 0.7%	1,407 SH	Decreased-112 SH
MCKESSON CORP	COM	$355K	0.2%	410 SH	New
MEDTRONIC PLC	SHS	$337K	0.2%Prev: 0.3%	3,887 SH	Increased+597 SH
MERCK & CO INC	COM	$2.2M	1.3%Prev: 1.1%	18,681 SH	Increased+5,188 SH
META PLATFORMS INC	CL A	$1.6M	0.9%Prev: 1.3%	2,838 SH	Increased+261 SH
MICROSOFT CORP	COM	$3.6M	2.1%Prev: 2.7%	9,767 SH	Increased+1,721 SH
MORGAN STANLEY	COM NEW	$661K	0.4%	4,019 SH	New
NETFLIX INC.	COM	$1.1M	0.6%	11,647 SH	New
NEWMONT CORP	COM	$382K	0.2%	3,527 SH	New
NEXTERA ENERGY INC	COM	$262K	0.1%Prev: 0.5%	2,816 SH	Decreased-4,852 SH
NVIDIA CORPORATION	COM	$4.6M	2.6%Prev: 1.8%	26,520 SH	Increased+8,079 SH
PEPSICO INC	COM	$868K	0.5%Prev: 0.5%	5,587 SH	Increased+1,513 SH
PHILLIPS 66	COM	$667K	0.4%Prev: 0.4%	3,659 SH	Increased+413 SH
PIMCO EQUITY SER	RAFI DYN MULTI	$557K	0.3%Prev: 0.2%	13,992 SH	Increased+7,543 SH
PIMCO ETF TR	MULTISECTOR BD	$2.2M	1.3%Prev: 1.2%	84,434 SH	Increased+32,854 SH
PROCTER & GAMBLE CO	COM	$850K	0.5%	5,887 SH	New
PROSHARES TR	S&P 500 DV ARIST	$532K	0.3%Prev: 0.5%	5,021 SH	Increased+21 SH
RTX CORPORATION	COM	$1.2M	0.7%Prev: 0.4%	6,359 SH	Increased+2,661 SH
SCHWAB CHARLES CORP	COM	$220K	0.1%	2,344 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$1.0M	0.6%	38,158 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$551K	0.3%	1,191 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.4M	0.8%	2,215 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$239K	0.1%	706 SH	New
TAPESTRY INC	COM	$220K	0.1%	1,561 SH	New
TEXAS INSTRS INC	COM	$403K	0.2%Prev: 0.3%	2,074 SH	Increased+257 SH
THERMO FISHER SCIENTIFIC INC	COM	$411K	0.2%Prev: 0.3%	835 SH	Increased+168 SH
TRUIST FINL CORP	COM	$712K	0.4%Prev: 0.5%	15,489 SH	Increased+714 SH
UBER TECHNOLOGIES INC	COM	$851K	0.5%Prev: 0.7%	11,835 SH	Increased+521 SH
UNITED BANKSHARES INC WEST V	COM	$384K	0.2%Prev: 0.3%	9,275 SH	Increased+1,109 SH
UNITED RENTALS INC	COM	$200K	0.1%	275 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.2M	0.7%Prev: 1.0%	15,640 SH	Increased+1,619 SH
VANGUARD INDEX FDS	GROWTH ETF	$443K	0.3%Prev: 0.3%	1,015 SH	Increased+26 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.7M	1.0%Prev: 1.2%	5,789 SH	Increased+468 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$470K	0.3%Prev: 0.3%	787 SH	Increased+105 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$505K	0.3%	1,573 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$508K	0.3%Prev: 0.2%	6,763 SH	Increased+2,444 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$261K	0.1%	4,824 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$312K	0.2%	2,259 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$337K	0.2%	6,749 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.1M	1.2%Prev: 1.4%	25,863 SH	Increased+7,051 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$714K	0.4%	3,322 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.9M	1.6%Prev: 2.0%	19,352 SH	Increased+1,822 SH
VANGUARD WORLD FD	INF TECH ETF	$1.5M	0.8%Prev: 0.9%	2,099 SH	Increased+147 SH
WALMART INC	COM	$1.7M	1.0%Prev: 0.9%	13,734 SH	Increased+1,858 SH
WELLS FARGO & CO	COM	$580K	0.3%	7,282 SH	New
WISDOMTREE TR	DYNAMIC INTL EQT	$307K	0.2%	6,952 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$7.4M	4.2%Prev: 5.4%	84,112 SH	Increased+9,117 SH

Sold (vs prior filing)

ADOBE INC — $700K
ANYWHERE REAL ESTATE INC — $200K
CHEVRON CORP NEW — $1.1M
COMMERCIAL VEH GROUP INC — $12K
CONOCOPHILLIPS — $344K
COSTCO WHSL CORP NEW — $262K
DIREXION SHS ETF TR — $606K
ELEVANCE HEALTH INC — $201K
FAIR ISAAC CORP — $208K
FREEPORT-MCMORAN INC — $279K
ISHARES TR — $252K
ISHARES TR — $574K
JPMORGAN CHASE & CO. — $1.7M
MCDONALDS CORP — $263K
NETFLIX INC — $1.1M
NOVO-NORDISK A S — $554K
PRICE T ROWE GROUP INC — $229K
PROCTER AND GAMBLE CO — $795K
SALESFORCE INC — $865K
SCHLUMBERGER LTD — $572K
… and 6 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