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CIK: 0002055570
Total reported value
$199.1M
$199.1M
149 檔
22.5%
As reported in its official Q1 2026 Form 13F filing, Riverbend Wealth Management, LLC's tracked investment portfolio stood at $199.1M with 149 total positions.
In Q1 2026, Riverbend Wealth Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 106 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.91% | -6.56% | +159.63% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.69% | +0.34% | +2.84% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 4.23% | +0.03% | +4.04% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.95% | +0.59% | +3.27% | |
| 5 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 2.86% | -0.67% | +14.50% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.65% | +0.21% | +3.05% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.15% | +0.02% | +3.28% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | +0.05% | +12.11% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.82% | +0.17% | +0.82% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.76% | +0.28% | -12.95% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | +0.17% | +5.25% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.64% | -0.01% | +3.47% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.60% | -1.33% | +10.84% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.53% | -0.07% | +2.02% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.48% | +0.02% | +5.53% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.33% | +0.02% | +2.46% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.29% | +0.02% | +8.18% | |
| 18 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.27% | -0.28% | +13.31% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.23% | -0.01% | +4.42% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | +0.03% | +6.00% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.19% | +0.27% | +3.25% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.16% | -0.04% | +3.22% | |
| 23 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.13% | +0.01% | +8.21% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.06% | +0.03% | +3.78% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.98% | -0.17% | +7.09% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.95% | +0.03% | +4.03% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.04% | +3.69% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.84% | +0.27% | +2.74% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | +0.05% | +0.36% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.79% | -0.01% | +3.17% | |
| 31 | C | Citigroup Inc | Stock-Financials | 0.77% | +0.08% | -24.20% | |
| 32 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 0.76% | +0.07% | +3.11% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.03% | +3.46% | |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.76% | +0.02% | +3.64% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.73% | +0.03% | -2.63% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.08% | +2.85% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.70% | -0.04% | +5.25% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.70% | — | +3.00% | |
| 39 | EQT | Eqt CORP | Stock-Energy | 0.69% | -0.28% | +22.16% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.68% | +0.06% | -4.46% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.11% | -3.69% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.64% | -0.18% | -8.87% | |
| 43 | DELL | Dell Technologies -c | Stock-Tech | 0.64% | +0.60% | +5.48% | |
| 44 | IAU | Ishares Gold Trust | ETF-Commodities | 0.61% | -0.11% | +0.41% | |
| 45 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.59% | -0.04% | -3.83% | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.54% | +0.10% | +25.61% | |
| 47 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.54% | -0.07% | +6.69% | |
| 48 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.53% | — | +3.25% | |
| 49 | CRH | CRH plc | Stock-Materials | 0.52% | -0.01% | +3.90% | |
| 50 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.52% | — | +3.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +6% | +159.63% | Add |
| 2 | GEV | GE Vernova Inc | +0.2% | +25.61% | Add |
| 3 | EQT | Eqt CORP | +0.2% | +22.16% | Add |
| 4 | MRK | Merck & Co. Inc. | +0.2% | +8.18% | Add |
| 5 | DELL | Dell Technologies -c | +0.1% | +5.48% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.1% | -3.69% | Trim |
| 7 | SMTH | Alps Smth Cor Bd Plus ETF | +0.1% | +14.50% | Add |
| 8 | LNG | Cheniere Energy Inc | +0.1% | +3.71% | Add |
| 9 | WFC | Wells Fargo & Co | +0.1% | +87.39% | Add |
| 10 | WMT | Walmart Inc | +0.1% | +7.09% | Add |
| 11 | CVX | Chevron CORP | +0.1% | -1.95% | Trim |
| 12 | JNJ | Johnson & Johnson | +0.1% | +3.46% | Add |
| 13 | PSX | Phillips 66 | +0.1% | -1.03% | Trim |
| 14 | PYLD | Pimco Multisector Bond Actv | 0% | +13.31% | Add |
| 15 | COM | Direxion Auspice Brd Cmdty | 0% | +4.04% | Add |
| 16 | HON | Honeywell International Inc | 0% | +18.33% | Add |
| 17 | PEP | Pepsico Inc | 0% | +6.26% | Add |
| 18 | LMT | Lockheed Martin CORP | 0% | -3.28% | Trim |
| 19 | DLR | Digital Realty Trust Inc | 0% | +5.32% | Add |
| 20 | ASML | ASML Holding N.V. | 0% | -0.41% | Trim |
| 21 | JEPI | Jpmorgan Equity Premium Inco | 0% | +10.84% | Add |
| 22 | AMGN | Amgen Inc | 0% | +4.57% | Add |
| 23 | KO | Coca-cola Co/the | 0% | +5.35% | Add |
| 24 | MCK | Mckesson CORP | 0% | +18.50% | Add |
| 25 | COST | Costco Wholesale CORP | 0% | +9.32% | Add |
| 26 | UBSI | United Bankshares Inc | 0% | +13.08% | Add |
| 27 | ADI | Analog Devices Inc | 0% | +2.22% | Add |
| 28 | ED | Consolidated Edison Inc | 0% | +8.94% | Add |
| 29 | EXC | Exelon CORP | 0% | +9.18% | Add |
| 30 | TXN | Texas Instruments Inc | 0% | +3.96% | Add |
| 31 | NEE | Nextera Energy Inc | 0% | +5.04% | Add |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 0% | +6.81% | Add |
| 33 | RTX | Rtx CORP | 0% | +5.25% | Add |
| 34 | PG | Procter & Gamble Co/the | 0% | +9.30% | Add |
| 35 | IFRA | Ishares US Infrastructure | 0% | +2.01% | Add |
| 36 | IAGG | Ishares Intl Aggregate Bond | 0% | +12.17% | Add |
| 37 | VOO | Vanguard S&p 500 ETF | 0% | +19.79% | Add |
| 38 | DUK | Duke Energy CORP | 0% | +8.51% | Add |
| 39 | CAT | Caterpillar Inc | 0% | -9.20% | Trim |
| 40 | SOXX | Ishares Semiconductor ETF | 0% | +6.15% | Add |
| 41 | BMY | Bristol-myers Squibb Co | 0% | -1.03% | Trim |
| 42 | MO | Altria Group Inc | 0% | -1.06% | Trim |
| 43 | VTI | Vanguard Total Stock Mkt ETF | 0% | +15.24% | Add |
| 44 | IAU | Ishares Gold Trust | — | +0.41% | Add |
| 45 | IGEB | Ishares Investment Grade Sys | — | +9.98% | Add |
| 46 | VTIP | Vanguard Short-term Tips | — | +9.35% | Add |
| 47 | FLRN | Ss Spdr Bb Ig Float Rt ETF | — | +11.13% | Add |
| 48 | LHX | L3harris Technologies Inc | — | -8.20% | Trim |
| 49 | ALL | Allstate CORP | — | +10.84% | Add |
| 50 | GS | Goldman Sachs Group Inc | — | +8.84% | Add |
According to official SEC Form 13F filings, Riverbend Wealth Management, LLC reported a total U.S. public equity portfolio value of $199.1M across 149 disclosed positions in Q1 2026.
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 AAPL, IVV, DGRW) accounted for 22.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
APH
市值: $728.3K
Top Position Liquidated / Trimmed
CRM
前期市值: $812.5K
During Q1 2026, Riverbend Wealth Management, LLC's top holdings by market value included AAPL (10.9%)、IVV (4.7%)、DGRW (4.2%). The largest single position, AAPL, represented 10.9% of total portfolio value.
In Q1 2026, Riverbend Wealth Management, LLC made 148 total portfolio adjustments, initiating 8 new buys, adding to 106 positions, trimming 27 holdings, and fully liquidating 7 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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