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: $199.1M173 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.4M	0.7%Prev: 0.5%	5,397 SH	Increased+2,088 SH
ADVANCED MICRO DEVICES INC	COM	$926K	0.5%	1,594 SH	New
ALLSTATE CORP	COM	$293K	0.1%	1,231 SH	New
ALPHABET INC	CAP STK CL A	$4.1M	2.0%Prev: 1.6%	11,390 SH	Increased-918 SH
ALPHABET INC	CAP STK CL C	$1.6M	0.8%Prev: 0.6%	4,448 SH	Increased+291 SH
ALPS ETF TR	SMITH CORE PLUS	$4.4M	2.2%Prev: 3.0%	169,716 SH	Increased+15,459 SH
ALTRIA GROUP INC	COM	$579K	0.3%Prev: 0.3%	8,051 SH	Increased+1,782 SH
AMAZON COM INC	COM	$3.8M	1.9%Prev: 2.0%	15,761 SH	Increased+3,437 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$306K	0.2%	2,968 SH	New
AMERICAN EXPRESS CO	COM	$1.5M	0.8%Prev: 1.0%	4,500 SH	Increased+315 SH
AMERIPRISE FINL INC	COM	$204K	0.1%	445 SH	New
AMGEN INC	COM	$945K	0.5%Prev: 0.4%	2,610 SH	Increased+499 SH
AMPHENOL CORP	CL A	$1.2M	0.6%	6,828 SH	New
AMPLIFY ETF TR	CWP ENHANCED DIV	$377K	0.2%	8,244 SH	New
ANALOG DEVICES INC	COM	$453K	0.2%Prev: 0.2%	1,141 SH	Increased-75 SH
APPLE INC	COM	$8.7M	4.3%Prev: 3.6%	29,920 SH	Increased+7,010 SH
APPLIED MATLS INC	COM	$254K	0.1%	352 SH	New
ARISTA NETWORKS INC	COM SHS	$235K	0.1%	1,383 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$960K	0.5%	482 SH	New
ASTERA LABS INC	COM	$545K	0.3%	1,128 SH	New
BANK OF AMER CORP	COM	$1.5M	0.7%	25,953 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.9M	1.5%Prev: 2.2%	5,800 SH	Decreased-269 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$948K	0.5%Prev: 0.4%	13,945 SH	Increased+5,397 SH
BLACKROCK INC	COM	$687K	0.3%Prev: 0.5%	714 SH	Increased+95 SH
BOEING CO	COM	$737K	0.4%	3,404 SH	New
BOOKING HOLDINGS INC	COM	$1.0M	0.5%Prev: 0.9%	5,788 SH	Decreased+5,586 SH
BROADCOM INC	COM	$4.0M	2.0%Prev: 2.4%	10,504 SH	Increased-938 SH
CAMBRIA ETF TR	GLOBAL VALUE ETF	$1.7M	0.9%	48,447 SH	New
CATERPILLAR INC	COM	$613K	0.3%Prev: 0.2%	576 SH	Increased-221 SH
CELESTICA INC	COM	$259K	0.1%	711 SH	New
CHENIERE ENERGY INC	COM NEW	$611K	0.3%Prev: 0.4%	2,556 SH	Increased+361 SH
CHEVRON CORPORATION	COM	$678K	0.3%	4,092 SH	New
CISCO SYS INC	COM	$723K	0.4%Prev: 0.3%	6,157 SH	Increased-165 SH
CITIGROUP INC	COM NEW	$1.7M	0.8%Prev: 1.0%	12,057 SH	Increased-3,081 SH
COCA COLA CO	COM	$795K	0.4%Prev: 0.4%	9,788 SH	Increased+1,953 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$1.1M	0.5%Prev: 0.4%	24,574 SH	Increased+9,771 SH
COMPASS INC	CL A	$239K	0.1%	19,401 SH	New
CONSOLIDATED EDISON INC	COM	$363K	0.2%Prev: 0.2%	3,281 SH	Increased+1,274 SH
CONSTELLATION ENERGY CORP	COM	$641K	0.3%Prev: 0.6%	2,581 SH	Decreased+147 SH
COSTCO WHOLESALE CORPORATION	COM	$352K	0.2%	377 SH	New
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$205K	0.1%	752 SH	New
CRH PLC	ORD	$1.0M	0.5%Prev: 0.5%	9,461 SH	Increased+2,679 SH
CUMMINS INC	COM	$507K	0.3%	711 SH	New
DAUCH CORP	COM	$54K	0.0%	10,008 SH	New
DELL TECHNOLOGIES INC	CL C	$2.5M	1.2%Prev: 0.5%	5,713 SH	Increased+165 SH
DIGITAL RLTY TR INC	COM	$438K	0.2%Prev: 0.3%	2,439 SH	Increased+396 SH
DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	$944K	0.5%	22,371 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$350K	0.2%	8,603 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$2.2M	1.1%	49,135 SH	New
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$1.1M	0.5%Prev: 0.6%	13,140 SH	Increased+1,042 SH
DUKE ENERGY CORP NEW	COM NEW	$325K	0.2%Prev: 0.2%	2,567 SH	Increased+632 SH
ELI LILLY & CO	COM	$2.9M	1.5%Prev: 1.0%	2,430 SH	Increased+770 SH
EQT CORP	COM	$807K	0.4%Prev: 0.6%	15,173 SH	Decreased+839 SH
EXELON CORP	COM	$348K	0.2%Prev: 0.2%	7,459 SH	Increased+2,827 SH
EXXON MOBIL CORP	COM	$1.1M	0.5%Prev: 0.5%	7,902 SH	Increased+1,415 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$2.6M	1.3%	65,116 SH	New
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$1.7M	0.8%Prev: 0.8%	31,302 SH	Increased+4,244 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.2M	1.1%Prev: 1.3%	48,852 SH	Increased+11,429 SH
FIFTH THIRD BANCORP	COM	$789K	0.4%Prev: 0.4%	14,001 SH	Increased-168 SH
FIRST TR EXCHNG TRADED FD VI	FT LADD BUFF ETF	$1.5M	0.8%	42,334 SH	New
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$201K	0.1%	7,977 SH	New
FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$2.3M	1.1%Prev: 1.3%	39,054 SH	Increased+7,320 SH
FREEPORT MCMORAN INC	CL B	$331K	0.2%	5,271 SH	New
GE VERNOVA INC	COM	$1.3M	0.6%	1,077 SH	New
GENERAL DYNAMICS CORP	COM	$1.0M	0.5%Prev: 0.4%	2,926 SH	Increased+1,014 SH
GOLDMAN SACHS GROUP INC	COM	$518K	0.3%	512 SH	New
HARTFORD INSURANCE GROUP INC	COM	$347K	0.2%Prev: 0.2%	2,622 SH	Increased+444 SH
HONEYWELL INTL INC	COM	$206K	0.1%Prev: 0.2%	889 SH	Decreased-246 SH
ILLINOIS TOOL WKS INC	COM	$281K	0.1%	1,037 SH	New
INTEL CORP	COM	$213K	0.1%	1,529 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.0M	1.5%Prev: 1.7%	14,073 SH	Increased+1,804 SH
INVESCO QQQ TR	UNIT SER 1	$7.0M	3.5%Prev: 3.6%	9,561 SH	Increased+911 SH
ISHARES GOLD TR	ISHARES NEW	$999K	0.5%Prev: 0.3%	13,224 SH	Increased+5,896 SH
ISHARES INC	EMNG MKTS EQT	$1.5M	0.8%	21,016 SH	New
ISHARES TR	0-5 YR TIPS ETF	$1.0M	0.5%Prev: 0.5%	9,854 SH	Increased+3,821 SH
ISHARES TR	CORE 80 20 ETF	$274K	0.1%	2,812 SH	New
ISHARES TR	CORE DIV GRWTH	$4.3M	2.2%Prev: 2.5%	56,964 SH	Increased+5,382 SH
ISHARES TR	CORE INTL AGGR	$554K	0.3%Prev: 0.2%	10,939 SH	Increased+5,142 SH
ISHARES TR	CORE MSCI INTL	$323K	0.2%Prev: 0.2%	3,634 SH	Increased+197 SH
ISHARES TR	CORE MSCI TOTAL	$427K	0.2%Prev: 0.2%	4,476 SH	Increased+316 SH
ISHARES TR	CORE S&P SCP ETF	$386K	0.2%Prev: 0.2%	2,604 SH	Increased-96 SH
ISHARES TR	CORE S&P TTL STK	$2.7M	1.4%Prev: 1.1%	16,388 SH	Increased+5,974 SH
ISHARES TR	CORE S&P500 ETF	$10.0M	5.0%Prev: 5.9%	13,369 SH	Increased+775 SH
ISHARES TR	CORE UNIVRSL USD	$349K	0.2%	7,556 SH	New
ISHARES TR	CORE US AGGBD ET	$317K	0.2%Prev: 0.2%	3,198 SH	Decreased+1 SH
ISHARES TR	DOW JONES US ETF	$984K	0.5%Prev: 0.6%	5,400 SH	Increased
ISHARES TR	EAFE VALUE ETF	$1.6M	0.8%Prev: 0.8%	20,349 SH	Increased+3,494 SH
ISHARES TR	ESG OPTIMIZED	$772K	0.4%Prev: 0.5%	5,000 SH	Increased
ISHARES TR	FUTU AI TECH ETF	$354K	0.2%	4,647 SH	New
ISHARES TR	IBOXX INV CP ETF	$371K	0.2%Prev: 0.2%	3,403 SH	Increased+798 SH
ISHARES TR	INVT GRAD SY ETF	$544K	0.3%	12,058 SH	New
ISHARES TR	ISHARES SEMICDTR	$752K	0.4%Prev: 0.2%	1,174 SH	Increased+69 SH
ISHARES TR	JPMORGAN USD EMG	$669K	0.3%	6,935 SH	New
ISHARES TR	MSCI USA QLT FCT	$444K	0.2%Prev: 0.3%	2,023 SH	Decreased-495 SH
ISHARES TR	NATIONAL MUN ETF	$242K	0.1%Prev: 0.2%	2,250 SH	Decreased-615 SH
ISHARES TR	RUS 1000 GRW ETF	$532K	0.3%Prev: 0.3%	4,281 SH	Increased+3,322 SH
ISHARES TR	RUS 1000 VAL ETF	$384K	0.2%Prev: 0.3%	1,582 SH	Increased-139 SH
ISHARES TR	RUS 2000 VAL ETF	$664K	0.3%Prev: 0.4%	3,000 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$354K	0.2%Prev: 0.2%	2,574 SH	Increased+714 SH
ISHARES TR	S&P 500 VAL ETF	$763K	0.4%Prev: 0.5%	3,360 SH	Increased+120 SH
ISHARES TR	S&P MC 400VL ETF	$591K	0.3%Prev: 0.4%	4,000 SH	Increased
ISHARES TR	SHRT NAT MUN ETF	$350K	0.2%Prev: 0.3%	3,285 SH	Increased
ISHARES TR	U.S. REAL ES ETF	$218K	0.1%	2,134 SH	New
ISHARES TR	US INFRASTRUC	$760K	0.4%Prev: 0.4%	12,053 SH	Increased+857 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$547K	0.3%Prev: 1.8%	9,686 SH	Decreased-31,126 SH
JOHNSON & JOHNSON	COM	$1.4M	0.7%Prev: 0.6%	5,704 SH	Increased+898 SH
JPMORGAN CHASE & CO	COM	$2.5M	1.3%	7,606 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$298K	0.1%Prev: 0.2%	1,027 SH	Increased
LAM RESEARCH CORP	COM NEW	$972K	0.5%	2,244 SH	New
LOCKHEED MARTIN CORP	COM	$444K	0.2%Prev: 0.3%	871 SH	Increased+144 SH
LOWES COS INC	COM	$316K	0.2%Prev: 0.3%	1,434 SH	Decreased-110 SH
MARVELL TECHNOLOGY INC	COM	$205K	0.1%	688 SH	New
MASTERCARD INCORPORATED	CL A	$706K	0.4%Prev: 0.7%	1,374 SH	Decreased-160 SH
MCKESSON CORP	COM	$507K	0.3%	671 SH	New
MEDTRONIC PLC	SHS	$326K	0.2%Prev: 0.2%	4,169 SH	Increased+789 SH
MERCK & CO INC	COM	$2.6M	1.3%Prev: 0.9%	20,277 SH	Increased+5,821 SH
META PLATFORMS INC	CL A	$1.8M	0.9%Prev: 1.5%	3,160 SH	Decreased+501 SH
MICRON TECHNOLOGY INC	COM	$829K	0.4%	718 SH	New
MICROSOFT CORP	COM	$4.2M	2.1%Prev: 3.1%	11,320 SH	Increased+3,209 SH
MORGAN STANLEY	COM NEW	$864K	0.4%Prev: 0.2%	4,131 SH	Increased+2,427 SH
NETFLIX INC.	COM	$919K	0.5%	12,878 SH	New
NEWMONT CORP	COM	$369K	0.2%	3,950 SH	New
NEXTERA ENERGY INC	COM	$274K	0.1%	3,124 SH	New
NVIDIA CORPORATION	COM	$5.7M	2.9%Prev: 2.7%	28,500 SH	Increased+6,032 SH
PEPSICO INC	COM	$705K	0.4%Prev: 0.5%	5,207 SH	Increased+578 SH
PHILIP MORRIS INTL INC	COM	$430K	0.2%	2,377 SH	New
PHILLIPS 66	COM	$300K	0.2%Prev: 0.3%	1,775 SH	Decreased-1,620 SH
PIMCO EQUITY SER	RAFI DYN MULTI	$603K	0.3%Prev: 0.2%	14,471 SH	Increased+5,871 SH
PIMCO ETF TR	MULTISECTOR BD	$2.0M	1.0%Prev: 1.4%	74,226 SH	Increased+6,262 SH
PROCTER & GAMBLE CO	COM	$617K	0.3%	4,206 SH	New
PROSHARES TR	S&P 500 DV ARIST	$564K	0.3%Prev: 0.4%	10,043 SH	Increased+5,022 SH
PUTNAM ETF TRUST	FRAN MU HI YI ET	$404K	0.2%	34,034 SH	New
QUALCOMM INC	COM	$204K	0.1%	1,105 SH	New
RTX CORPORATION	COM	$1.3M	0.7%Prev: 0.4%	6,924 SH	Increased+3,190 SH
SCHWAB CHARLES CORP	COM	$249K	0.1%	2,698 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$205K	0.1%	6,481 SH	New
SNOWFLAKE INC	COM SHS	$212K	0.1%	833 SH	New
SPDR SERIES TRUST	ST STR AGGRE ETF	$742K	0.4%	29,088 SH	New
SPDR SERIES TRUST	ST STR RATE ETF	$289K	0.1%	9,364 SH	New
SSGA ACTIVE TR	SST BRIDGEWATER	$566K	0.3%	19,343 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$623K	0.3%	1,192 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.7M	0.9%	2,340 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$796K	0.4%	1,666 SH	New
TAPESTRY INC	COM	$214K	0.1%	1,464 SH	New
TESLA INC	COM	$291K	0.1%	692 SH	New
TEXAS INSTRS INC	COM	$562K	0.3%Prev: 0.3%	1,884 SH	Increased+21 SH
THERMO FISHER SCIENTIFIC INC	COM	$466K	0.2%Prev: 0.2%	930 SH	Increased+209 SH
TRUIST FINL CORP	COM	$780K	0.4%Prev: 0.5%	15,657 SH	Increased+698 SH
UBER TECHNOLOGIES INC	COM	$892K	0.4%Prev: 0.8%	12,365 SH	Decreased+713 SH
UNITED BANKSHARES INC WEST V	COM	$426K	0.2%Prev: 0.2%	9,286 SH	Increased+1,108 SH
UNITED RENTALS INC	COM	$305K	0.2%	269 SH	New
USCF ETF TR	SUMMERHAVEN K1	$591K	0.3%	22,338 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.4M	0.7%Prev: 0.8%	17,835 SH	Increased+4,297 SH
VANGUARD INDEX FDS	GROWTH ETF	$519K	0.3%Prev: 0.3%	6,031 SH	Increased+5,021 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.0M	1.0%Prev: 1.2%	24,272 SH	Increased+18,693 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$458K	0.2%Prev: 0.2%	667 SH	Increased+101 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$559K	0.3%Prev: 0.3%	1,510 SH	Increased+149 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$565K	0.3%Prev: 0.3%	6,747 SH	Increased+1,688 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$304K	0.2%Prev: 0.2%	5,098 SH	Increased+1,010 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$463K	0.2%	2,950 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$341K	0.2%Prev: 0.2%	6,790 SH	Increased+2,714 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.4M	1.2%Prev: 1.1%	29,475 SH	Increased+11,597 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$764K	0.4%Prev: 0.5%	3,229 SH	Increased-55 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$301K	0.2%	4,223 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$3.2M	1.6%Prev: 1.9%	20,544 SH	Increased+1,957 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$231K	0.1%	2,351 SH	New
VANGUARD WORLD FD	CONSUM STP ETF	$342K	0.2%	1,516 SH	New
VANGUARD WORLD FD	INF TECH ETF	$2.2M	1.1%Prev: 1.0%	18,485 SH	Increased+16,415 SH
WALMART INC	COM	$1.6M	0.8%Prev: 0.9%	14,250 SH	Increased+1,820 SH
WELLS FARGO & CO	COM	$652K	0.3%	7,887 SH	New
WISDOMTREE TR	DYNAMIC INTL EQT	$333K	0.2%	7,218 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$8.5M	4.3%Prev: 4.9%	88,670 SH	Increased+11,470 SH
XCEL ENERGY INC	COM	$216K	0.1%	2,694 SH	New

Sold (vs prior filing)

ADOBE INC — $634K
AMERICAN AXLE & MFG HLDGS IN — $42K
ANYWHERE REAL ESTATE INC — $99K
BANK AMERICA CORP — $1.2M
BRISTOL-MYERS SQUIBB CO — $372K
CENTERPOINT ENERGY INC — $212K
CHEVRON CORP NEW — $552K
COMCAST CORP NEW — $201K
COSTCO WHSL CORP NEW — $295K
DIMENSIONAL ETF TRUST — $590K
DIMENSIONAL ETF TRUST — $985K
DIREXION SHS ETF TR — $589K
ELEVANCE HEALTH INC — $269K
FAIR ISAAC CORP — $207K
FIRST TR EXCHNG TRADED FD VI — $1.3M
FREEPORT-MCMORAN INC — $373K
HOME DEPOT INC — $752K
ISHARES TR — $233K
ISHARES TR — $299K
JPMORGAN CHASE & CO. — $2.1M
… and 12 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