Riverbend Wealth Management, LLC

Est. AUM

$174.6M

13F long equity, this entity only

Positions

152

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INCPUT	COM	$12.9M	51000	7.41%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$8.2M	12533	4.69%	SOLE
3	WISDOMTREE TR	US QTLY DIV GRT	$7.4M	84112	4.23%	SOLE
4	APPLE INC	COM	$6.1M	24006	3.49%	SOLE
5	INVESCO QQQ TR	UNIT SER 1	$5.2M	8929	2.95%	SOLE
6	ALPS ETF TR	SMITH CORE PLUS	$5.0M	194177	2.86%	SOLE
7	NVIDIA CORPORATION	COM	$4.2M	24020	2.40%	SOLE
8	ISHARES TR	CORE DIV GRWTH	$3.8M	53518	2.15%	SOLE
9	MICROSOFT CORP	COM	$3.6M	9767	2.07%	SOLE
10	BROADCOM INC	COM	$3.2M	10257	1.82%	SOLE
11	ALPHABET INC	CAP STK CL A	$3.1M	10697	1.76%	SOLE
12	AMAZON COM INC	COM	$3.0M	14433	1.72%	SOLE
13	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.9M	19352	1.64%	SOLE
14	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.8M	49229	1.60%	SOLE
15	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	5567	1.53%	SOLE
16	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.6M	13436	1.48%	SOLE
17	ISHARES TR	CORE S&P TTL STK	$2.3M	16346	1.33%	SOLE
18	MERCK & CO INC	COM	$2.2M	18681	1.29%	SOLE
19	PIMCO ETF TR	MULTISECTOR BD	$2.2M	84434	1.27%	SOLE
20	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.1M	25863	1.23%	SOLE
21	JPMORGAN CHASE & CO	COM	$2.1M	7228	1.22%	SOLE
22	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.0M	44499	1.16%	SOLE
23	FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$2.0M	36037	1.13%	SOLE
24	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.8M	47521	1.06%	SOLE
25	ELI LILLY & CO	COM	$1.7M	1859	0.98%	SOLE
26	WALMART INC	COM	$1.7M	13734	0.98%	SOLE
27	VANGUARD INDEX FDS	MID CAP ETF	$1.7M	5789	0.95%	SOLE
28	META PLATFORMS INC	CL A	$1.6M	2838	0.93%	SOLE
29	VANGUARD WORLD FD	INF TECH ETF	$1.5M	2099	0.84%	SOLE
30	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.4M	2215	0.83%	SOLE
31	ISHARES TR	EAFE VALUE ETF	$1.4M	18616	0.79%	SOLE
32	CITIGROUP INC	COM NEW	$1.3M	11894	0.77%	SOLE
33	FIDELITY COVINGTON TRUST	SML MID MLTFCT	$1.3M	29727	0.76%	SOLE
34	JOHNSON & JOHNSON	COM	$1.3M	5436	0.76%	SOLE
35	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.3M	39077	0.76%	SOLE
36	AMERICAN EXPRESS CO	COM	$1.3M	4226	0.73%	SOLE
37	ALPHABET INC	CAP STK CL C	$1.2M	4324	0.71%	SOLE
38	RTX CORPORATION	COM	$1.2M	6359	0.70%	SOLE
39	VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.2M	15640	0.70%	SOLE
40	EQT CORP	COM	$1.2M	18928	0.69%	SOLE
41	BANK AMERICA CORP	COM	$1.2M	24238	0.68%	SOLE
42	EXXON MOBIL CORP	COM	$1.1M	6649	0.65%	SOLE
43	NETFLIX INC.	COM	$1.1M	11647	0.64%	SOLE
44	DELL TECHNOLOGIES INC	CL C	$1.1M	6791	0.64%	SOLE
45	ISHARES GOLD TR	ISHARES NEW	$1.1M	12116	0.61%	SOLE
46	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$1.0M	13944	0.59%	SOLE
47	GE VERNOVA INC	COM	$950K	1089	0.54%	SOLE
48	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$937K	22187	0.54%	SOLE
49	COLUMBIA ETF TR I	RESH ENHNC COR	$925K	23725	0.53%	SOLE
50	CRH PLC	ORD	$916K	8710	0.52%	SOLE

1–50 of 152

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.