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CIK: 0002055570
Total reported value
$199.1M
$199.1M
148 檔
16.8%
According to the latest 13F quarterly dataset, Riverbend Wealth Management, LLC managed an equity portfolio of $199.1M at the end of Q4 2025, spanning 148 distinct U.S. exchange-listed positions.
In Q4 2025, Riverbend Wealth Management, LLC displayed an active expansion posture, initiating 17 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 | 5.18% | +0.34% | -0.44% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.88% | -6.56% | +24.38% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 4.49% | +0.03% | +4.96% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.30% | +0.59% | +1.83% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.98% | +0.21% | +10.97% | |
| 6 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 2.74% | -0.67% | +7.07% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.62% | +0.05% | +4.69% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.39% | +0.28% | -1.37% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.23% | +0.02% | +1.92% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.19% | +0.17% | -9.71% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.97% | +0.17% | +10.14% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.70% | -0.07% | -11.08% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.67% | -0.01% | +2.10% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.58% | -1.33% | +5.03% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.51% | +0.02% | +4.05% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.47% | +0.02% | +39.73% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.46% | +0.27% | +27.95% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | +0.03% | +4.54% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.29% | -0.01% | +13.88% | |
| 20 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.23% | -0.28% | +7.73% | |
| 21 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.23% | -0.04% | -3.91% | |
| 22 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.16% | +0.01% | +5.09% | |
| 23 | C | Citigroup Inc | Stock-Financials | 1.14% | +0.08% | +3.77% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.13% | +0.02% | +13.64% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.13% | +0.03% | +48.96% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.04% | +2.43% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.00% | +0.03% | +3.73% | |
| 28 | AXP | American Express Co | Stock-Financials | 1.00% | +0.03% | +4.05% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.96% | +0.27% | -0.87% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | +0.05% | — | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | -0.17% | +4.58% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.87% | +0.06% | +4.74% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.08% | +0.14% | |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.80% | +0.02% | -4.65% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.80% | -0.01% | +4.35% | |
| 36 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 0.79% | +0.07% | +6.04% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.74% | -0.18% | +960.66% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.74% | — | -2.04% | |
| 39 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.69% | — | +5.61% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.69% | -0.04% | +62.51% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.03% | +8.78% | |
| 42 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.67% | -0.04% | +16.80% | |
| 43 | CRH | CRH plc | Stock-Materials | 0.65% | -0.01% | +22.56% | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.63% | -0.04% | +6.60% | |
| 45 | IAU | Ishares Gold Trust | ETF-Commodities | 0.61% | -0.11% | +63.32% | |
| 46 | CEG | Constellation Energy | Stock-Utilities | 0.60% | -0.16% | +6.25% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.05% | +6.86% | |
| 48 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.58% | — | +41.65% | |
| 49 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.56% | — | — | |
| 50 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.55% | -0.07% | +38.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | +24.38% | Add |
| 2 | LLY | Eli Lilly & Co | +0.6% | +27.95% | Add |
| 3 | MS | Morgan Stanley | +0.3% | +187.07% | Add |
| 4 | ITOT | Ishares Core S&p Total U.s. | +0.3% | +39.73% | Add |
| 5 | DFAC | Dimensional US Core Equity 2 | +0.3% | +48.96% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.37% | Trim |
| 7 | RTX | Rtx CORP | +0.3% | +62.51% | Add |
| 8 | MRK | Merck & Co. Inc. | +0.2% | +13.64% | Add |
| 9 | IAU | Ishares Gold Trust | +0.2% | +63.32% | Add |
| 10 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +41.65% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +0.14% | Add |
| 12 | DFCF | Dimensional Core Fixed Inc | +0.1% | +38.61% | Add |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +36.11% | Add |
| 14 | CRH | CRH plc | +0.1% | +22.56% | Add |
| 15 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +35.44% | Add |
| 16 | C | Citigroup Inc | +0.1% | +3.77% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +10.14% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | +8.78% | Add |
| 19 | DFAW | Dimensional World Eqty ETF | +0.1% | +16.80% | Add |
| 20 | AXP | American Express Co | 0% | +4.05% | Add |
| 21 | VCIT | Vanguard Int-term Corporate | 0% | +13.88% | Add |
| 22 | NVDA | Nvidia CORP | 0% | +10.97% | Add |
| 23 | SMTH | Alps Smth Cor Bd Plus ETF | -0.2% | +7.07% | Add |
| 24 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | +1.83% | Add |
| 25 | NFLX | Netflix Inc | -0.3% | +960.66% | Add |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | -0.3% | +4.96% | Add |
| 27 | AVGO | Broadcom Inc | -0.4% | -9.71% | Trim |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -11.08% | Trim |
| 29 | GEV | GE Vernova Inc | — | NEW | New buy |
| 30 | EMB | Ishares Jp Morgan Usd Emergi | — | NEW | New buy |
| 31 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 32 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 33 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 34 | VT | Vanguard Tot World Stk ETF | — | NEW | New buy |
| 35 | DDWM | Wisdomtree Dy Inter Eq Fd-us | — | NEW | New buy |
| 36 | AVDV | Avantis Intl S/c Value ETF | — | NEW | New buy |
| 37 | MCK | Mckesson CORP | — | NEW | New buy |
| 38 | DFEM | Dimensional Emrg Mrkt Core | — | NEW | New buy |
| 39 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 40 | FLRN | Ss Spdr Bb Ig Float Rt ETF | — | NEW | New buy |
| 41 | ELV | Elevance Health Inc | — | EXIT | Sold out |
| 42 | CNP | Centerpoint Energy Inc | — | EXIT | Sold out |
| 43 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 44 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 45 | AOA | Ishares Core 80/20 Aggressiv | — | NEW | New buy |
| 46 | STLD | Steel Dynamics Inc | — | EXIT | Sold out |
| 47 | SMCI | Super Micro Computer Inc | — | EXIT | Sold out |
| 48 | ARTY | Ishares Future Ai & Tech ETF | — | NEW | New buy |
| 49 | ALL | Allstate CORP | — | NEW | New buy |
| 50 | TSM | Taiwan Semiconductor-sp Adr | — | 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 148 disclosed positions in Q4 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, AAPL, DGRW) accounted for 16.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
GEV
市值: $566.8K
Top Position Liquidated / Trimmed
NVO
前期市值: $493.0K
During Q4 2025, Riverbend Wealth Management, LLC's top holdings by market value included IVV (5.2%)、AAPL (4.9%)、DGRW (4.5%). The largest single position, IVV, represented 5.2% of total portfolio value.
In Q4 2025, Riverbend Wealth Management, LLC made 50 total portfolio adjustments, initiating 17 new buys, adding to 25 positions, trimming 3 holdings, and fully liquidating 5 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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