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CIK: 0002055570
Total reported value
$220.0M
$220.0M
173 檔
18.1%
During the Q2 2026 filing period, Riverbend Wealth Management, LLC (CIK: 0002055570) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $220.0M across 173 reported positions.
In Q2 2026, Riverbend Wealth Management, LLC displayed an active expansion posture, initiating 29 new positions and adding to 106 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 | 5.03% | +0.36% | +6.67% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.35% | +0.19% | -60.11% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 4.26% | -0.01% | +5.42% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.54% | +0.16% | +7.08% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.86% | +0.09% | +7.47% | |
| 6 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 2.19% | -0.33% | -12.60% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.17% | +0.27% | +6.44% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.12% | +0.47% | +15.90% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.04% | -0.39% | +6.48% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.99% | -0.31% | +2.41% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | -0.11% | +9.20% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.63% | +0.32% | +6.16% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.50% | -0.12% | +4.74% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.46% | -0.17% | +7.57% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.46% | -0.24% | +4.19% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.35% | -0.07% | +0.26% | |
| 17 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 1.31% | -0.15% | — | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.31% | -0.11% | +8.54% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.11% | +5.23% | |
| 20 | DELL | Dell Technologies -c | Stock-Tech | 1.24% | +0.01% | -15.87% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.22% | +0.17% | +13.97% | |
| 22 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.14% | -0.16% | +8.37% | |
| 23 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.12% | +0.53% | +9.78% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.11% | +0.20% | +780.66% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.09% | -0.12% | +3.40% | |
| 26 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.99% | -0.11% | -12.09% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.98% | +0.05% | +319.28% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.09% | +11.35% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | -0.07% | +5.64% | |
| 30 | GVAL | Cambria Global Value ETF | ETF-Other | 0.88% | -0.05% | — | |
| 31 | C | Citigroup Inc | Stock-Financials | 0.85% | -0.13% | +1.37% | |
| 32 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 0.83% | -0.01% | +5.30% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.15% | +3.76% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | -0.11% | +2.87% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.78% | +0.19% | +9.31% | |
| 36 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.78% | +0.08% | +8.33% | |
| 37 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.77% | +0.06% | — | |
| 38 | AXP | American Express Co | Stock-Financials | 0.76% | -0.13% | +6.48% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.74% | -0.10% | +7.08% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.05% | +4.93% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.70% | +0.09% | +14.03% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | -0.06% | +40.07% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.66% | -0.07% | +8.88% | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.64% | -0.17% | -1.10% | |
| 45 | APH | Amphenol Corp-cl A | Stock-Tech | 0.60% | -0.05% | +18.46% | |
| 46 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.55% | -0.06% | -5.77% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.54% | EXIT | |
| 48 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.53% | -0.03% | +3.58% | |
| 49 | GD | General Dynamics CORP | Stock-Industrials | 0.52% | -0.05% | +36.09% | |
| 50 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.52% | -0.09% | +2592.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FENI | Fidelity Enhanced Intl ETF | +1.3% | NEW | New buy |
| 2 | GVAL | Cambria Global Value ETF | +0.9% | NEW | New buy |
| 3 | EMGF | Ishares Emerging Markets Equ | +0.8% | NEW | New buy |
| 4 | DELL | Dell Technologies -c | +0.6% | -15.87% | Trim |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +7.08% | Add |
| 6 | LRCX | Lam Research CORP | +0.5% | NEW | New buy |
| 7 | MU | Micron Technology Inc | +0.4% | NEW | New buy |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.3% | +6.67% | Add |
| 9 | SDCI | Uscf Summerhaven Dynamic ETF | +0.3% | NEW | New buy |
| 10 | ASML | ASML Holding N.V. | +0.3% | +96.73% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.3% | +6.48% | Add |
| 12 | AMD | Advanced Micro Devices | +0.3% | +2.64% | Add |
| 13 | ALLW | State Street Brgwtr All Wthr | +0.3% | NEW | New buy |
| 14 | LLY | Eli Lilly & Co | +0.3% | +7.57% | Add |
| 15 | VGT | Vanguard Info Tech ETF | +0.3% | +780.66% | Add |
| 16 | ALAB | Astera Labs Inc | +0.3% | NEW | New buy |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +135.98% | Add |
| 18 | CMI | Cummins Inc | +0.3% | NEW | New buy |
| 19 | PM | Philip Morris International | +0.2% | NEW | New buy |
| 20 | NVDA | Nvidia CORP | +0.2% | +7.47% | Add |
| 21 | ABBV | Abbvie Inc | +0.2% | +40.07% | Add |
| 22 | FTMH | Fr Muni High Yield ETF | +0.2% | NEW | New buy |
| 23 | APH | Amphenol Corp-cl A | +0.2% | +18.46% | Add |
| 24 | AVGO | Broadcom Inc | +0.2% | +2.41% | Add |
| 25 | AMZN | Amazon.com Inc | +0.2% | +9.20% | Add |
| 26 | VDC | Vanguard Consumer Staple ETF | +0.2% | NEW | New buy |
| 27 | SOXX | Ishares Semiconductor ETF | +0.2% | — | Unchanged |
| 28 | VEA | Vanguard Ftse Developed ETF | +0.2% | NEW | New buy |
| 29 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 30 | CLS | Celestica Inc | +0.1% | NEW | New buy |
| 31 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 32 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 33 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | NEW | New buy |
| 34 | IYR | Ishares US Real Estate ETF | +0.1% | NEW | New buy |
| 35 | XEL | Xcel Energy Inc | +0.1% | NEW | New buy |
| 36 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 37 | SNOW | Snowflake Inc | +0.1% | NEW | New buy |
| 38 | GEV | GE Vernova Inc | +0.1% | -1.10% | Trim |
| 39 | GD | General Dynamics CORP | +0.1% | +36.09% | Add |
| 40 | ✓ | +0.1% | NEW | New buy | |
| 41 | SCHD | Schwab US Dvd Equity ETF | +0.1% | NEW | New buy |
| 42 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 43 | CRDO | Credo Technology Group Holding Ltd | +0.1% | NEW | New buy |
| 44 | AMP | Ameriprise Financial Inc | +0.1% | NEW | New buy |
| 45 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 46 | FLMI | Franklin Dynamic Municipal B | +0.1% | NEW | New buy |
| 47 | C | Citigroup Inc | +0.1% | +1.37% | Add |
| 48 | GOOG | Alphabet Inc-cl C | +0.1% | +2.87% | Add |
| 49 | BA | Boeing Co/the | +0.1% | +34.39% | Add |
| 50 | FSMD | Fidelity Small-mid Multifact | +0.1% | +5.30% | Add |
According to official SEC Form 13F filings, Riverbend Wealth Management, LLC reported a total U.S. public equity portfolio value of $220.0M across 173 disclosed positions in Q2 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 IVV, AAPL, DGRW) accounted for 18.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
FENI
市值: $2.6M
Top Position Liquidated / Trimmed
HD
前期市值: $825.3K
During Q2 2026, Riverbend Wealth Management, LLC's top holdings by market value included IVV (5.0%)、AAPL (4.3%)、DGRW (4.3%). The largest single position, IVV, represented 5.0% of total portfolio value.
In Q2 2026, Riverbend Wealth Management, LLC made 169 total portfolio adjustments, initiating 29 new buys, adding to 106 positions, trimming 29 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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