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CIK: 0002055570
Total reported value
$199.1M
$199.1M
138 檔
15.3%
In Q3 2025, Riverbend Wealth Management, LLC's U.S. equity holdings reached a combined market value of $199.1M, distributed across 138 disclosed stock positions.
In Q3 2025, Riverbend Wealth Management, LLC displayed an active expansion posture, initiating 13 new positions and adding to 25 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 | 5.72% | +0.34% | -2.80% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 4.78% | +0.03% | -0.23% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.13% | -6.56% | +1.39% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.56% | +0.59% | -1.84% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.02% | +0.21% | +3.21% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.01% | +0.05% | +2.60% | |
| 7 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 2.89% | -0.67% | +2.68% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.60% | +0.17% | -1.52% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.42% | +0.02% | -1.43% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.15% | -0.07% | +1.12% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.11% | +0.28% | +1.24% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | +0.17% | +1.02% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.80% | -0.01% | -1.44% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.69% | -1.33% | +3.61% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.62% | +0.02% | -0.27% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.45% | -0.04% | +19.89% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.44% | +0.03% | -7.82% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | -0.04% | +0.49% | |
| 19 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.30% | -0.28% | +1.78% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.28% | -0.01% | +21.65% | |
| 21 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.25% | +0.01% | -0.14% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.16% | +0.02% | +9.64% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.10% | +0.03% | -3.84% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.07% | +0.27% | -0.43% | |
| 25 | C | Citigroup Inc | Stock-Financials | 1.07% | +0.08% | -0.11% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.03% | +0.05% | -3.58% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 1.01% | -0.18% | -1.15% | |
| 28 | AXP | American Express Co | Stock-Financials | 0.97% | +0.03% | -0.33% | |
| 29 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.92% | +0.02% | -3.57% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.27% | +3.01% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | +0.02% | +5.12% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.17% | -1.34% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.87% | +0.06% | -0.54% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.85% | — | +14.51% | |
| 35 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 0.84% | +0.07% | +0.48% | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.83% | +0.03% | +11.84% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.82% | -0.01% | +2.59% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.79% | -0.04% | -0.49% | |
| 39 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.74% | — | -2.97% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.08% | +0.99% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.03% | +0.50% | |
| 42 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.62% | -0.04% | +2.61% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.05% | +1.69% | |
| 44 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.61% | — | — | |
| 45 | DELL | Dell Technologies -c | Stock-Tech | 0.61% | +0.60% | +10.35% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.47% | EXIT | |
| 47 | CEG | Constellation Energy | Stock-Utilities | 0.59% | -0.16% | +5.14% | |
| 48 | CRH | CRH plc | Stock-Materials | 0.57% | -0.01% | +0.86% | |
| 49 | EQT | Eqt CORP | Stock-Energy | 0.56% | -0.28% | +2.09% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | +0.20% | +1.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +3.21% | Add |
| 2 | AVGO | Broadcom Inc | +0.9% | -1.52% | Add |
| 3 | EQT | Eqt CORP | +0.3% | +2.09% | Add |
| 4 | MSFT | Microsoft CORP | +0.3% | +2.60% | Add |
| 5 | ITOT | Ishares Core S&p Total U.s. | +0.3% | +9.64% | Add |
| 6 | DFAC | Dimensional US Core Equity 2 | +0.3% | +11.84% | Add |
| 7 | SMTH | Alps Smth Cor Bd Plus ETF | +0.3% | +2.68% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.24% | Trim |
| 9 | C | Citigroup Inc | +0.2% | -0.11% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +0.99% | Add |
| 11 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +9.59% | Add |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.84% | Add |
| 13 | VGT | Vanguard Info Tech ETF | +0.1% | -0.43% | Add |
| 14 | LLY | Eli Lilly & Co | +0.1% | +3.01% | Add |
| 15 | PYLD | Pimco Multisector Bond Actv | +0.1% | +1.78% | Add |
| 16 | UBER | Uber Technologies Inc | +0.1% | -0.49% | Add |
| 17 | META | Meta Platforms Inc-class A | 0% | +0.49% | Add |
| 18 | AXP | American Express Co | — | -0.33% | Add |
| 19 | JEPI | Jpmorgan Equity Premium Inco | 0% | +3.61% | Add |
| 20 | NFLX | Netflix Inc | 0% | -1.15% | Trim |
| 21 | BAC | Bank Of America CORP | 0% | -0.54% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.58% | Add |
| 23 | JPM | Jpmorgan Chase & Co | -0.1% | -7.82% | Trim |
| 24 | VCIT | Vanguard Int-term Corporate | -0.1% | +21.65% | Add |
| 25 | AMZN | Amazon.com Inc | -0.1% | +1.02% | Add |
| 26 | AAPL | Apple Inc | -0.2% | +1.39% | Add |
| 27 | VYM | Vanguard High Dvd Yield ETF | -0.2% | -1.44% | Add |
| 28 | DGRO | Ishares Core Dividend Growth | -0.4% | -1.43% | Trim |
| 29 | CVX | Chevron CORP | -0.5% | +1.30% | Trim |
| 30 | IVV | Ishares Core S&p 500 ETF | -0.5% | -2.80% | Trim |
| 31 | DGRW | Wisdomtree U.s. Quality Divi | -0.6% | -0.23% | Add |
| 32 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 33 | EFV | Ishares Msci Eafe Value ETF | — | NEW | New buy |
| 34 | DELL | Dell Technologies -c | — | NEW | New buy |
| 35 | CEG | Constellation Energy | — | NEW | New buy |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | — | NEW | New buy |
| 37 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 38 | SLB | Slb LTD | — | EXIT | Sold out |
| 39 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 40 | SCHD | Schwab US Dvd Equity ETF | — | EXIT | Sold out |
| 41 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 42 | SUB | Ishares Short-term National | — | NEW | New buy |
| 43 | IAGG | Ishares Intl Aggregate Bond | — | NEW | New buy |
| 44 | COP | Conocophillips | — | EXIT | Sold out |
| 45 | IGEB | Ishares Investment Grade Sys | — | NEW | New buy |
| 46 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 47 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | New buy |
| 49 | TTEK | Tetra Tech Inc | — | EXIT | Sold out |
| 50 | IDEV | Ishares Core Msci Dev Mkts | — | NEW | New buy |
According to official SEC Form 13F filings, Riverbend Wealth Management, LLC reported a total U.S. public equity portfolio value of $199.1M across 138 disclosed positions in Q3 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, AAPL) accounted for 15.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
EFV
市值: $1.2M
Top Position Liquidated / Trimmed
UNH
前期市值: $1.3M
During Q3 2025, Riverbend Wealth Management, LLC's top holdings by market value included IVV (5.7%)、DGRW (4.8%)、AAPL (4.1%). The largest single position, IVV, represented 5.7% of total portfolio value.
In Q3 2025, Riverbend Wealth Management, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 25 positions, trimming 6 holdings, and fully liquidating 6 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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