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CIK: 0002055570
Total reported value
$199.1M
$199.1M
135 檔
14.0%
According to the latest 13F quarterly dataset, Riverbend Wealth Management, LLC managed an equity portfolio of $199.1M at the end of Q2 2025, spanning 135 distinct U.S. exchange-listed positions.
In Q2 2025, Riverbend Wealth Management, LLC displayed an active expansion posture, initiating 16 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.92% | +0.34% | +1.16% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 4.89% | +0.03% | +2.94% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.61% | +0.59% | +5.85% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.56% | -6.56% | +5.42% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | +0.05% | +0.81% | |
| 6 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 3.02% | -0.67% | +35.37% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.69% | +0.21% | +21.84% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.50% | +0.02% | +0.78% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.39% | +0.17% | +3.03% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.23% | -0.07% | +1.13% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.05% | +0.17% | +2.83% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.88% | -0.01% | +6.03% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.76% | -1.33% | +22.55% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.69% | +0.02% | -5.02% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.64% | +0.28% | -9.14% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | +0.03% | +2.71% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.49% | -0.04% | +3.18% | |
| 18 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.37% | -0.28% | +31.76% | |
| 19 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.30% | +0.01% | +2.45% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.30% | -0.04% | -9.17% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 1.24% | -0.18% | +0.08% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.18% | +0.03% | +4.85% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.12% | -0.01% | -4.96% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | +0.05% | +9.10% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.06% | +0.02% | +32.46% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.04% | +0.27% | +6.05% | |
| 27 | AXP | American Express Co | Stock-Financials | 1.01% | +0.03% | +3.69% | |
| 28 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.99% | +0.02% | +11.72% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.27% | +49.68% | |
| 30 | C | Citigroup Inc | Stock-Financials | 0.98% | +0.08% | +11.05% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.17% | +4.66% | |
| 32 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.88% | — | +4.12% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.87% | +0.06% | +3.58% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.87% | +0.02% | +7.14% | |
| 35 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 0.85% | +0.07% | +1.61% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.82% | -0.04% | +2.99% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.81% | -0.01% | — | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.81% | — | -3.44% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.75% | +0.03% | +45.86% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.05% | +0.99% | |
| 41 | EQT | Eqt CORP | Stock-Energy | 0.63% | -0.28% | +206.74% | |
| 42 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.62% | — | — | |
| 43 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.61% | -0.04% | +6.49% | |
| 44 | CEG | Constellation Energy | Stock-Utilities | 0.59% | -0.16% | — | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.47% | EXIT | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.57% | — | -14.95% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.18% | -0.58% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.08% | +4.66% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.03% | -0.46% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.11% | +8.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +21.84% | Add |
| 2 | EFV | Ishares Msci Eafe Value ETF | +0.8% | NEW | New buy |
| 3 | AVGO | Broadcom Inc | +0.7% | +3.03% | Add |
| 4 | CEG | Constellation Energy | +0.6% | NEW | New buy |
| 5 | DELL | Dell Technologies -c | +0.5% | NEW | New buy |
| 6 | VIG | Vanguard Dividend Apprec ETF | +0.5% | NEW | New buy |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | +0.5% | NEW | New buy |
| 8 | EQT | Eqt CORP | +0.4% | +206.74% | Add |
| 9 | SMTH | Alps Smth Cor Bd Plus ETF | +0.4% | +35.37% | Add |
| 10 | MSFT | Microsoft CORP | +0.4% | +0.81% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | NEW | New buy |
| 12 | SUB | Ishares Short-term National | +0.3% | NEW | New buy |
| 13 | LULU | Lululemon Athletica Inc | +0.3% | NEW | New buy |
| 14 | AGG | Ishares Core U.s. Aggregate | +0.2% | NEW | New buy |
| 15 | IGEB | Ishares Investment Grade Sys | +0.2% | NEW | New buy |
| 16 | NFLX | Netflix Inc | +0.2% | +0.08% | Add |
| 17 | IAGG | Ishares Intl Aggregate Bond | +0.2% | NEW | New buy |
| 18 | WFC | Wells Fargo & Co | +0.2% | NEW | New buy |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | NEW | New buy |
| 20 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +32.46% | Add |
| 21 | MELI | Mercadolibre Inc | +0.2% | NEW | New buy |
| 22 | IDEV | Ishares Core Msci Dev Mkts | +0.2% | NEW | New buy |
| 23 | DFAC | Dimensional US Core Equity 2 | +0.2% | +45.86% | Add |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +5.85% | Add |
| 25 | MS | Morgan Stanley | +0.2% | NEW | New buy |
| 26 | META | Meta Platforms Inc-class A | +0.2% | +3.18% | Add |
| 27 | LLY | Eli Lilly & Co | +0.2% | +49.68% | Add |
| 28 | PYLD | Pimco Multisector Bond Actv | +0.2% | +31.76% | Add |
| 29 | C | Citigroup Inc | +0.1% | +11.05% | Add |
| 30 | VGT | Vanguard Info Tech ETF | +0.1% | +6.05% | Add |
| 31 | BKNG | Booking Holdings Inc | +0.1% | +4.12% | Add |
| 32 | UBER | Uber Technologies Inc | +0.1% | +2.99% | Add |
| 33 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +22.55% | Add |
| 34 | JPM | Jpmorgan Chase & Co | 0% | +2.71% | Add |
| 35 | AXP | American Express Co | 0% | +3.69% | Add |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +9.10% | Add |
| 37 | AMZN | Amazon.com Inc | 0% | +2.83% | Add |
| 38 | TROW | T Rowe Price Group Inc | -0.2% | EXIT | Sold out |
| 39 | MCD | Mcdonald's CORP | -0.2% | EXIT | Sold out |
| 40 | TTEK | Tetra Tech Inc | -0.3% | EXIT | Sold out |
| 41 | COP | Conocophillips | -0.3% | EXIT | Sold out |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.3% | +1.16% | Add |
| 43 | AMD | Advanced Micro Devices | -0.3% | EXIT | Sold out |
| 44 | SCHD | Schwab US Dvd Equity ETF | -0.4% | EXIT | Sold out |
| 45 | DGRW | Wisdomtree U.s. Quality Divi | -0.5% | +2.94% | Add |
| 46 | NEE | Nextera Energy Inc | -0.5% | EXIT | Sold out |
| 47 | SLB | Slb LTD | -0.5% | EXIT | Sold out |
| 48 | CVX | Chevron CORP | -0.5% | -39.25% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | +1.13% | Add |
| 50 | UNH | Unitedhealth Group Inc | -0.8% | -31.56% | Trim |
According to official SEC Form 13F filings, Riverbend Wealth Management, LLC reported a total U.S. public equity portfolio value of $199.1M across 135 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, DGRW, QQQ) accounted for 14.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
EFV
市值: $1.1M
Top Position Liquidated / Trimmed
SLB
前期市值: $571.9K
During Q2 2025, Riverbend Wealth Management, LLC's top holdings by market value included IVV (5.9%)、DGRW (4.9%)、QQQ (3.6%). The largest single position, IVV, represented 5.9% of total portfolio value.
In Q2 2025, Riverbend Wealth Management, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 24 positions, trimming 2 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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