Riverbend Wealth Management, LLC Top Holdings and 13F Report (2025) About Riverbend Wealth Management, LLCInvestment ActivityRiverbend Wealth Management, LLC has $143.23 million in total holdings as of September 30, 2025.Riverbend Wealth Management, LLC owns shares of 138 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 3.13% of the portfolio was purchased this quarter.About 1.80% of the portfolio was sold this quarter.This quarter, Riverbend Wealth Management, LLC has purchased 135 new stocks and bought additional shares in 79 stocks.Riverbend Wealth Management, LLC sold shares of 39 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $8,192,670WisdomTree U.S. Quality Dividend Growth Fund $6,852,173Apple $5,914,519Invesco QQQ $5,097,840NVIDIA $4,326,706 Largest New Holdings this Quarter 040413205 - ARISTA NETWORKS INC $231,679 Holding032108409 - Amplify CWP Enhanced Dividend Income ETF $228,026 Holding007903107 - Advanced Micro Devices $225,853 Holding858119100 - Steel Dynamics $209,145 Holding86800U302 - SUPER MICRO COMPUTER INC $205,615 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 7,444 shares (about $344.21K)Vanguard Intermediate-Term Corporate Bond ETF 3,871 shares (about $325.58K)ARISTA NETWORKS INC 1,590 shares (about $231.68K)Amplify CWP Enhanced Dividend Income ETF 5,116 shares (about $228.03K)Advanced Micro Devices 1,396 shares (about $225.85K) Largest Sales this Quarter iShares Core S&P 500 ETF 353 shares (about $236.26K)JPMorgan Chase & Co. 553 shares (about $174.43K)Anywhere Real Estate 15,938 shares (about $168.78K)Invesco QQQ 159 shares (about $95.46K)Vanguard Mid-Cap ETF 214 shares (about $62.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRiverbend Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$8,192,670$236,256 ▼-2.8%12,2415.7%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$6,852,173$15,568 ▼-0.2%77,0254.8%ManufacturingAAPLApple$5,914,519$80,972 ▲1.4%23,2284.1%Computer and TechnologyQQQInvesco QQQ$5,097,840$95,461 ▼-1.8%8,4913.6%FinanceNVDANVIDIA$4,326,706$134,708 ▲3.2%23,1903.0%Computer and TechnologyMSFTMicrosoft$4,310,129$109,281 ▲2.6%8,3223.0%Computer and TechnologyALPS ETF TR$4,143,467$108,093 ▲2.7%158,3892.9%SMITH CORE PLUSAVGOBroadcom$3,717,540$57,406 ▼-1.5%11,2682.6%Computer and TechnologyDGROiShares Core Dividend Growth ETF$3,461,376$50,311 ▼-1.4%50,8432.4%ETFBRK.BBerkshire Hathaway$3,085,526$34,189 ▲1.1%6,1372.2%FinanceGOOGLAlphabet$3,029,017$36,951 ▲1.2%12,4602.1%Computer and TechnologyAMZNAmazon.com$2,733,648$27,666 ▲1.0%12,4501.9%Retail/WholesaleVYMVanguard High Dividend Yield ETF$2,582,042$37,774 ▼-1.4%18,3191.8%ETFJEPIJPMorgan Equity Premium Income ETF$2,414,583$84,222 ▲3.6%42,2871.7%ETFRSPInvesco S&P 500 Equal Weight ETF$2,321,232$6,260 ▼-0.3%12,2361.6%ETFFBNDFidelity Total Bond ETF$2,074,640$344,209 ▲19.9%44,8671.4%ETFJPMJPMorgan Chase & Co.$2,057,516$174,430 ▼-7.8%6,5231.4%FinanceMETAMeta Platforms$1,962,067$9,546 ▲0.5%2,6721.4%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$1,856,588$32,423 ▲1.8%69,1721.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,829,277$325,584 ▲21.7%21,7491.3%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$1,788,890$2,484 ▼-0.1%31,6901.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,662,979$146,228 ▲9.6%11,4181.2%ETFVOVanguard Mid-Cap ETF$1,575,957$62,862 ▼-3.8%5,3651.1%ETFVGTVanguard Information Technology ETF$1,539,003$6,721 ▼-0.4%2,0611.1%ETFCCitigroup$1,534,747$1,725 ▼-0.1%15,1211.1%Financial ServicesSPYSPDR S&P 500 ETF Trust$1,470,205$54,625 ▼-3.6%2,2071.0%FinanceNFLXNetflix$1,444,699$16,785 ▼-1.1%1,2051.0%Consumer DiscretionaryAXPAmerican Express$1,385,426$4,650 ▼-0.3%4,1711.0%FinanceBUFRFT Vest Laddered Buffer ETF$1,321,576$48,861 ▼-3.6%39,5440.9%ETFLLYEli Lilly and Company$1,305,111$38,161 ▲3.0%1,7100.9%MedicalMRKMerck & Co., Inc.$1,275,435$62,110 ▲5.1%15,1960.9%MedicalWMTWalmart$1,263,786$17,210 ▼-1.3%12,2630.9%Retail/WholesaleBACBank of America$1,249,575$6,758 ▼-0.5%24,2210.9%FinanceBSVVanguard Short-Term Bond ETF$1,223,264$154,979 ▲14.5%15,5020.9%ETFFSMDFidelity Small-Mid Multifactor ETF$1,196,564$5,721 ▲0.5%27,1880.8%ETFDFACDimensional U.S. Core Equity 2 ETF$1,185,588$125,467 ▲11.8%30,7390.8%ETFEFViShares MSCI EAFE Value ETF$1,172,939$29,642 ▲2.6%17,2920.8%ETFUBERUber Technologies$1,135,962$5,584 ▼-0.5%11,5950.8%Computer and TechnologyBKNGBooking$1,058,678$32,409 ▼-3.0%1960.7%Retail/WholesaleGOOGAlphabet$1,022,507$9,986 ▲1.0%4,1980.7%Computer and TechnologyJNJJohnson & Johnson$895,516$4,450 ▲0.5%4,8300.6%MedicalDIMENSIONAL ETF TRUST$892,041$22,707 ▲2.6%12,4140.6%WORLD EQUITY ETFMAMastercard$887,186$14,786 ▲1.7%1,5600.6%Business ServicesIYYiShares Dow Jones U.S. ETF$877,3810.0%5,4000.6%ETFDELLDell Technologies$867,970$81,381 ▲10.3%6,1220.6%Computer and TechnologyHDHome Depot$842,393$11,345 ▲1.4%2,0790.6%Retail/WholesaleCEGConstellation Energy$842,191$41,139 ▲5.1%2,5590.6%EnergyCRH PLC$820,150$6,954 ▲0.9%6,8400.6%ORDEQTEQT$796,535$16,329 ▲2.1%14,6340.6%EnergyABBVAbbVie$775,721$9,494 ▲1.2%3,3500.5%MedicalXOMExxon Mobil$739,903$8,457 ▲1.2%6,5620.5%EnergySTIPiShares 0-5 Year TIPS Bond ETF$736,669$113,079 ▲18.1%7,1270.5%ETFPGProcter & Gamble$722,318$9,680 ▲1.4%4,7010.5%Consumer StaplesBLACKROCK INC$716,203$5,832 ▼-0.8%6140.5%COMVIGVanguard Dividend Appreciation ETF$693,999$14,674 ▼-2.1%3,2160.5%ETFTFCTruist Financial$692,564$8,641 ▲1.3%15,1480.5%FinanceIVEiShares S&P 500 Value ETF$689,007$19,828 ▲3.0%3,3360.5%ETFSUSAiShares MSCI USA ESG Select ETF$678,2500.0%5,0000.5%ETFPEPPepsiCo$674,270$24,156 ▲3.7%4,8010.5%Consumer StaplesCRMSalesforce$667,699$17,777 ▲2.7%2,8170.5%Computer and TechnologyGDGeneral Dynamics$665,905$13,980 ▲2.1%1,9530.5%AerospaceRECSColumbia Research Enhanced Core ETF$654,541$57,255 ▲9.6%16,2220.5%ETFDFCFDimensional Core Fixed Income ETF$641,472$44,384 ▲7.4%15,0020.4%ETFCOMDirexion Auspice Broad Commodity Strategy ETF$639,273$27,065 ▲4.4%22,2500.4%ETFRTXRTX$622,137$2,677 ▼-0.4%3,7180.4%AerospaceFITBFifth Third Bancorp$621,428$9,801 ▼-1.6%13,9490.4%FinanceAMGNAmgen$613,127$17,494 ▲2.9%2,1730.4%MedicalCVXChevron$605,930$7,764 ▲1.3%3,9020.4%EnergyADBEAdobe$588,387$10,230 ▲1.8%1,6680.4%Computer and TechnologyIFRAiShares U.S. Infrastructure ETF$587,584$3,803 ▼-0.6%11,1240.4%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$570,434$64,408 ▲12.7%9,6360.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$549,866$44,509 ▼-7.5%1,1860.4%FinanceIAUiShares Gold Trust$537,625$4,366 ▲0.8%7,3880.4%FinanceIWNiShares Russell 2000 Value ETF$530,4300.0%3,0000.4%ETFKOCocaCola$530,347$10,744 ▲2.1%7,9970.4%Consumer StaplesSPABSPDR Portfolio Aggregate Bond ETF$520,738$33,191 ▲6.8%20,1450.4%ETFIJJiShares S&P Mid-Cap 400 Value ETF$518,8800.0%4,0000.4%ETFNOBLProShares S&P 500 Aristocrats ETF$517,5380.0%5,0210.4%ETFCHENIERE ENERGY INC$510,075$5,639 ▼-1.1%2,1710.4%COM NEWNVONovo Nordisk A/S$492,994$24,028 ▲5.1%8,8840.3%MedicalVUGVanguard Growth ETF$484,4180.0%1,0100.3%ETFPSXPhillips 66$470,014$8,162 ▲1.8%3,4550.3%EnergyQUALiShares MSCI USA Quality Factor ETF$468,603$21,203 ▼-4.3%2,4090.3%ETFIWFiShares Russell 1000 Growth ETF$449,4310.0%9590.3%ETFVTIVanguard Total Stock Market ETF$445,752$985 ▼-0.2%1,3580.3%ETFCSCOCisco Systems$428,456$4,105 ▼-0.9%6,2620.3%Computer and TechnologyMOAltria Group$421,860$7,729 ▲1.9%6,3860.3%Consumer StaplesVOOVanguard S&P 500 ETF$387,173$40,433 ▲11.7%6320.3%ETFVEUVanguard FTSE All-World ex-US ETF$377,031$15,986 ▲4.4%5,2830.3%ETFLOWLowe's Companies$367,975$20,108 ▼-5.2%1,4640.3%Retail/WholesaleTMOThermo Fisher Scientific$366,499$16,968 ▲4.9%7560.3%MedicalBMYBristol Myers Squibb$362,759$541 ▲0.1%8,0430.3%MedicalLMTLockheed Martin$362,358$499 ▼-0.1%7260.3%AerospaceDLRDigital Realty Trust$361,518$8,299 ▲2.3%2,0910.3%FinanceMFDXPIMCO RAFI Dynamic Multi-Factor International Equity ETF$353,737$34,050 ▲10.7%9,5160.2%ETFCATCaterpillar$352,607$27,674 ▼-7.3%7390.2%IndustrialsSUBiShares Short-Term National Muni Bond ETF$350,7970.0%3,2850.2%ETFIWDiShares Russell 1000 Value ETF$350,583$204 ▲0.1%1,7220.2%ETFIAGGiShares Core International Aggregate Bond ETF$345,941$48,974 ▲16.5%6,7530.2%ETFFCXFreeport-McMoRan$341,020$3,844 ▲1.1%8,6950.2%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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