Q2 2026 13F · SEC CIK 2055570

Riverbend Wealth Management, LLC

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $196.7M
Reported positions: 173
Holdings vs S&P 500, 3 yrs: —
Assets under management: $281.0M

Riverbend Wealth Management, LLC is a wealth manager that reported 173 positions worth $196.7M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 5.1%), WisdomTree US Quality Dividend Gr ETF To (DGRW, 4.3%), Apple Inc (AAPL, 3.7%).

Riverbend Wealth Management, LLC holdings largest 50 of 173 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Riverbend Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	5.1%	5.1%	13,369	+6.7%	$10.0M
DGRWWisdomTree US Quality Dividend Gr ETF To	4.3%	4.6%	88,670	+5.4%	$8.5M
AAPLApple Inc	3.7%	3.8%	24,820	+3.4%	$7.2M
QQQInvesco Qqq Tr	3.6%	3.2%	9,561	+7.1%	$7.0M
NVDANvidia Corporation Com	2.6%	2.6%	26,000	+8.2%	$5.2M
SMTHAlps ETF Tr	2.2%	3.1%	169,716	-12.6%	$4.4M
DGROIshares Core Dividend Growth ETF	2.2%	2.3%	56,964	+6.4%	$4.3M
MSFTMicrosoft Corp	2.1%	2.2%	11,320	+15.9%	$4.2M
GOOGLAlphabet Inc	2.1%	1.9%	11,390	+6.5%	$4.1M
AVGOBroadcom Inc	2.0%	2.0%	10,504	+2.4%	$4.0M
AMZNAmazon Com Inc Com	1.9%	1.9%	15,761	+9.2%	$3.8M
VYMVym	1.7%	1.8%	20,544	+6.2%	$3.2M
RSPInvesco S&p 500 Equal Weight ETF	1.5%	1.6%	14,073	+4.7%	$3.0M
BRK-BBerkshire Hathaway Inc Del	1.5%	1.7%	5,800	+4.2%	$2.9M
ITOTIshares Total US Stock Market ETF	1.4%	1.4%	16,388	+0.3%	$2.7M
FENIFidelity Enhanced International ETF	1.3%	—	65,116	—	$2.6M
MRKMerck & Co. Inc	1.3%	1.4%	20,277	+8.5%	$2.6M
JPMJpmorgan Chase & Co	1.3%	1.3%	7,606	+5.2%	$2.5M
DELLDell Technologies Inc	1.3%	0.7%	5,713	-15.9%	$2.5M
VCITVanguard Scottsdale Fds	1.2%	1.3%	29,475	+14.0%	$2.4M
LLYLilly Eli & Co	1.2%	1.1%	2,030	+9.2%	$2.4M
FLQMFranklin Templeton ETF Tr	1.1%	1.2%	39,054	+8.4%	$2.3M
FBNDFidelity Merrimack Str Tr	1.1%	1.3%	48,852	+9.8%	$2.2M
VGTVanguard Info Tech	1.1%	0.9%	18,485	+780.7%	$2.2M
DFACDimensional U.s. Core Equity 2	1.1%	1.1%	49,135	+3.4%	$2.2M
PYLDPimco Multisector Bond Active Exchange-T	1.0%	1.4%	74,226	-12.1%	$2.0M
VOVanguard Index Fds	1.0%	1.0%	24,272	+319.3%	$2.0M
METAMeta Platforms Inc Class A	0.9%	1.0%	3,160	+11.3%	$1.8M
SPYSpdr S&p 500 ETF Tr	0.9%	0.9%	2,340	+5.6%	$1.7M
GVALCambria Global Value ETF	0.9%	—	48,447	—	$1.7M
CCitigroup Inc Com New	0.9%	0.8%	12,057	+1.4%	$1.7M
FSMDFidelity Small-Mid Multifactor ETF	0.8%	0.8%	31,302	+5.3%	$1.7M
WMTWalmart Inc	0.8%	1.1%	14,250	+3.8%	$1.6M
GOOGAlphabet Inc	0.8%	0.8%	4,448	+2.9%	$1.6M
EFVIshares Tr	0.8%	0.9%	20,349	+9.3%	$1.6M
BUFRFt Vest Laddered Buffer ETF	0.8%	0.8%	42,334	+8.3%	$1.5M
EMGFIshares Inc	0.8%	—	21,016	—	$1.5M
AXPAmerican Express Co Com	0.8%	0.8%	4,500	+6.5%	$1.5M
BACBank of Amer Corp	0.8%	0.7%	25,953	+7.1%	$1.5M
JNJJohnson & Johnson	0.7%	0.8%	5,704	+4.9%	$1.4M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.7%	0.8%	17,835	+14.0%	$1.4M
ABBVAbbvie Inc	0.7%	—	5,397	—	$1.4M
RTXRtx Corporation Com	0.7%	0.8%	6,924	+8.9%	$1.3M
GEVGe Vernova Inc	0.6%	0.6%	1,077	-1.1%	$1.3M
APHAmphenol Corp	0.6%	—	6,828	—	$1.2M
DFAWDimensional ETF Trust	0.6%	0.6%	13,140	-5.8%	$1.1M
XOMExxon Mobil Corp	0.5%	0.7%	7,902	+18.8%	$1.1M
RECSColumbia ETF Tr I	0.5%	0.6%	24,574	+3.6%	$1.1M
GDGeneral Dynamics Corp	0.5%	—	2,926	—	$1.0M
BKNGBooking Holdings Inc Com	0.5%	0.6%	5,788	+2592.1%	$1.0M

What Riverbend Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$196.7M	173
Q1 2026	$160.8M	149
Q4 2025	$158.8M	148
Q3 2025	$143.2M	138
Q2 2025	$132.1M	135
Q1 2025	$111.8M	119
Q4 2024	$112.3M	114

Questions about Riverbend Wealth Management, LLC's portfolio

What stocks does Riverbend Wealth Management, LLC own?

Riverbend Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 173 positions worth $196.7M. The largest are Ishares Core S&p 500 ETF (IVV) at 5.1%, WisdomTree US Quality Dividend Gr ETF To (DGRW) at 4.3%, Apple Inc (AAPL) at 3.7%, Invesco Qqq Tr (QQQ) at 3.6% and Nvidia Corporation Com (NVDA) at 2.6%.

What did Riverbend Wealth Management, LLC buy last quarter?

In Q2 2026, Riverbend Wealth Management, LLC added Booking Holdings Inc Com (BKNG) (+2592.1% shares), Vanguard Info Tech (VGT) (+780.7% shares) and Vanguard Index Fds (VO) (+319.3% shares), compared with its Q1 2026 filing.

What did Riverbend Wealth Management, LLC sell last quarter?

In Q2 2026, Riverbend Wealth Management, LLC cut from its top 50 Jpmorgan Equity Premium Income ETF (JEPI), cut from its top 50 EQT Corp (EQT), cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Ishares Gold Trust (IAU), cut from its top 50 Dimensional ETF Trust (DFCF), Dell Technologies Inc (DELL) (-15.9% shares), Alps ETF Tr (SMTH) (-12.6% shares) and Pimco Multisector Bond Active Exchange-T (PYLD) (-12.1% shares), compared with its Q1 2026 filing.

When is Riverbend Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Riverbend Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Riverbend Wealth Management, LLC manage?

Riverbend Wealth Management, LLC reported $281.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $196.7M.