Riverbend Wealth Management, LLC Top Holdings and 13F Report (2026) About Riverbend Wealth Management, LLCInvestment ActivityRiverbend Wealth Management, LLC has $219.99 million in total holdings as of September 30, 2026.Riverbend Wealth Management, LLC owns shares of 167 different stocks, but just 70 companies or ETFs make up 80% of its holdings.Approximately 13.02% of the portfolio was purchased this quarter.About 4.40% of the portfolio was sold this quarter.This quarter, Riverbend Wealth Management, LLC has purchased 173 new stocks and bought additional shares in 89 stocks.Riverbend Wealth Management, LLC sold shares of 56 stocks and completely divested from 15 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $11,848,941Apple $9,992,635WisdomTree U.S. Quality Dividend Growth Fund $9,357,851Invesco QQQ $8,131,373NVIDIA $6,494,282 Largest New Holdings this Quarter 632307104 - Natera $5,373,030 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $1,487,309 Holding87283Q883 - T. Rowe Price Floating Rate ETF $418,194 Holding443573100 - HubSpot $313,409 Holding92206C409 - Vanguard Short-Term Corporate Bond ETF $297,119 Holding Largest Purchases this Quarter Natera 13,000 shares (about $5.37M)Vanguard FTSE Developed Markets ETF 31,319 shares (about $2.21M)iShares Core S&P 500 ETF 2,103 shares (about $1.61M)Fidelity Total Bond ETF 35,016 shares (about $1.52M)EXXONMOBIL HOLDINGS CORP 9,139 shares (about $1.49M) Largest Sales this Quarter Meta Platforms 723 shares (about $524.20K)EQT 8,750 shares (about $424.91K)Dell Technologies 614 shares (about $330.28K)Merck & Co., Inc. 2,075 shares (about $301.52K)Alphabet 858 shares (about $295.22K) 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$11,848,941$1,610,543 ▲15.7%15,4725.4%ETFAAPLApple$9,992,635$28,640 ▲0.3%30,0064.5%TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$9,357,851$735,617 ▲8.5%96,2354.3%ETFQQQInvesco QQQ$8,131,373$1,058,588 ▲15.0%10,9923.7%ETFNVDANVIDIA$6,494,282$14,616 ▼-0.2%28,4363.0%TechnologyMSFTMicrosoft$5,687,008$118,992 ▼-2.0%11,0882.6%TechnologyNTRANatera$5,373,030$5,373,030 ▲New Holding13,0002.4%HealthcareDGROiShares Core Dividend Growth ETF$5,364,915$1,070,390 ▲24.9%71,1622.4%ETFVYMVanguard High Dividend Yield ETF$4,280,094$1,091,674 ▲34.2%27,5781.9%ETFALPS ETF TR$4,094,779$70,062 ▼-1.7%166,8611.9%SMITH CORE PLUSAMZNAmazon.com$3,918,613$8,222 ▼-0.2%15,7281.8%Consumer DiscretionaryAVGOBroadcom$3,690,024$1,054 ▲0.0%10,5071.7%TechnologyFBNDFidelity Total Bond ETF$3,631,490$1,516,195 ▲71.7%83,8681.7%ETFGOOGLAlphabet$3,623,895$295,224 ▼-7.5%10,5321.6%Communication ServicesVCITVanguard Intermediate-Term Corporate Bond ETF$3,063,572$755,380 ▲32.7%39,1211.4%ETFRSPInvesco S&P 500 Equal Weight ETF$3,042,002$114,616 ▲3.9%14,6241.4%ETFVGTVanguard Information Technology ETF$2,890,815$567,783 ▲24.4%23,0031.3%ETFLLYEli Lilly and Company$2,827,249$15,045 ▲0.5%2,4431.3%HealthcareITOTiShares Core S&P Total U.S. Stock Market ETF$2,811,207$86,135 ▲3.2%16,9061.3%ETFDELLDell Technologies$2,742,851$330,283 ▼-10.7%5,0991.2%TechnologyBRK.BBerkshire Hathaway$2,690,120$198,198 ▼-6.9%5,4021.2%FinanceMRKMerck & Co., Inc.$2,644,954$301,521 ▼-10.2%18,2021.2%HealthcareFIDELITY COVINGTON TRUST$2,560,989$37,795 ▼-1.5%64,1691.2%ENHANCED INTLVEAVanguard FTSE Developed Markets ETF$2,509,637$2,211,449 ▲741.6%35,5421.1%ETFJPMJPMorgan Chase & Co.$2,497,030$19,188 ▼-0.8%7,5481.1%FinanceVOVanguard Mid-Cap ETF$2,255,093$351,709 ▲18.5%28,7571.0%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$2,147,299$95,983 ▼-4.3%37,3831.0%ETFDFACDimensional U.S. Core Equity 2 ETF$2,136,044$48,006 ▼-2.2%48,0551.0%ETFEFViShares MSCI EAFE Value ETF$2,130,235$519,797 ▲32.3%26,9171.0%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,942,968$58,372 ▲3.1%76,5250.9%ETFBUFRFT Vest Laddered Buffer ETF$1,892,664$306,395 ▲19.3%50,5110.9%ETFGVALCambria Global Value ETF$1,823,815$9,422 ▼-0.5%48,1980.8%ETFEMGFiShares Emerging Markets Equity Factor ETF$1,821,064$317,568 ▲21.1%25,4550.8%ETFFSMDFidelity Small-Mid Multifactor ETF$1,793,721$254,602 ▲16.5%36,4800.8%ETFSPYSPDR S&P 500 ETF Trust$1,785,946$1,525 ▲0.1%2,3420.8%ETFMETAMeta Platforms$1,766,914$524,201 ▼-22.9%2,4370.8%Communication ServicesBSVVanguard Short-Term Bond ETF$1,728,899$366,331 ▲26.9%22,6300.8%ETFCCitigroup$1,574,131$12,948 ▲0.8%12,1570.7%FinanceJNJJohnson & Johnson$1,497,280$12,707 ▼-0.8%5,6560.7%HealthcareGOOGAlphabet$1,494,801$20,785 ▼-1.4%4,3870.7%Communication ServicesEXXONMOBIL HOLDINGS CORP$1,487,309$1,487,309 ▲New Holding9,1390.7%COM SHSWALMART INC$1,457,182$23,694 ▼-1.6%14,0220.7%COMBACBank of America$1,418,726$6,096 ▲0.4%26,0650.6%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$1,402,444$420,025 ▲42.8%14,0670.6%ETFAXPAmerican Express$1,378,774$10,339 ▲0.8%4,5340.6%FinanceABBVAbbVie$1,372,643$39,241 ▼-2.8%5,2470.6%HealthcareRTXRTX$1,305,927$20,423 ▲1.6%7,0340.6%IndustrialsDFCFDimensional Core Fixed Income ETF$1,241,332$343,794 ▲38.3%30,9400.6%ETFAPHAmphenol$1,203,051$627,448 ▲109.0%14,2710.5%TechnologyIAUiShares Gold Trust$1,198,523$165,728 ▲16.0%15,3460.5%ETFCVXChevron$1,159,331$323,681 ▲38.7%5,6770.5%EnergyMUMicron Technology$1,133,345$368,550 ▲48.2%1,0640.5%TechnologyRECSColumbia Research Enhanced Core ETF$1,089,999$18,036 ▼-1.6%24,1740.5%ETFDIMENSIONAL ETF TRUST$1,069,732$11,853 ▼-1.1%12,9960.5%WORLD EQUITY ETFGE VERNOVA INC$1,042,123$18,066 ▲1.8%1,0960.5%COMLAM RESEARCH CORP$1,037,384$300,244 ▲40.7%3,1580.5%COM NEWGDGeneral Dynamics$1,027,045$56,081 ▲5.8%3,0950.5%IndustrialsIYYiShares Dow Jones U.S. ETF$1,001,1600.0%5,4000.5%ETFIVWiShares S&P 500 Growth ETF$999,417$633,225 ▲172.9%7,0250.5%ETFAMDAdvanced Micro Devices$981,854$6,729 ▲0.7%1,6050.4%TechnologyTSMTaiwan Semiconductor Manufacturing$973,108$213,053 ▲28.0%2,1330.4%TechnologyBKNGBooking$948,237$5,376 ▲0.6%5,8210.4%Consumer DiscretionaryDYNFiShares U.S. Equity Factor Rotation Active ETF$946,306$19,531 ▼-2.0%13,6630.4%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$898,926$268,969 ▲42.7%9,8960.4%ETFUBERUber Technologies$879,550$32,406 ▲3.8%12,8380.4%IndustrialsASMLASML$856,159$16,291 ▼-1.9%4730.4%TechnologyNFLXNetflix$845,264$50,794 ▼-5.7%12,1480.4%Communication ServicesAMGNAmgen$839,339$260,950 ▼-23.7%1,9910.4%HealthcareIUSBiShares Core Total USD Bond Market ETF$824,997$491,859 ▲147.6%18,7120.4%ETFKOCoca-Cola$823,063$19,453 ▼-2.3%9,5620.4%Consumer StaplesVOOVanguard S&P 500 ETF$822,665$355,274 ▲76.0%1,1740.4%ETFIFRAiShares U.S. Infrastructure ETF$810,134$146,872 ▲22.1%14,7220.4%ETFMSMorgan Stanley$788,489$11,474 ▲1.5%4,1920.4%FinanceSUSAiShares MSCI USA ESG Select ETF$778,4000.0%5,0000.4%ETFIVEiShares S&P 500 Value ETF$765,773$1,141 ▼-0.1%3,3550.3%ETFVIGVanguard Dividend Appreciation ETF$753,058$233 ▼0.0%3,2280.3%ETFBLACKROCK INC$751,077$4,231 ▼-0.6%7100.3%COMTFCTruist Financial$739,438$14,538 ▲2.0%15,9710.3%FinancePEPPepsiCo$738,900$79,073 ▲12.0%5,8310.3%Consumer StaplesCRH PLC$710,670$72,698 ▼-9.3%8,5830.3%ORDFITBFifth Third Bancorp$708,1710.0%14,0010.3%FinanceSDCIUSCF SummerHaven Dynamic Commodity Strategy No K-1 Fund$705,432$8,486 ▲1.2%22,6100.3%ETFCHENIERE ENERGY INC$691,239$3,498 ▲0.5%2,5690.3%COM NEWBABoeing$690,307$56,936 ▲9.0%3,7100.3%IndustrialsJEPIJPMorgan Equity Premium Income ETF$688,273$143,704 ▲26.4%12,2420.3%ETFPMPhilip Morris International$671,054$217,515 ▲48.0%3,5170.3%Consumer StaplesSOXXiShares Semiconductor ETF$667,6490.0%1,1740.3%ETFCSCOCisco Systems$658,037$4,628 ▼-0.7%6,1140.3%TechnologyWFCWells Fargo & Company$652,864$21,533 ▲3.4%8,1560.3%FinanceVTIVanguard Total Stock Market ETF$644,642$79,692 ▲14.1%1,7230.3%ETFTMOThermo Fisher Scientific$640,832$12,830 ▲2.0%9490.3%HealthcareVTVanguard Total World Stock ETF$636,543$170,934 ▲36.7%4,0330.3%ETFVYMIVanguard International High Dividend Yield ETF$634,310$396,545 ▲166.8%6,2720.3%ETFIWNiShares Russell 2000 Value ETF$628,3500.0%3,0000.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$607,587$1,525 ▲0.3%1,1950.3%ETFMFDXPIMCO RAFI Dynamic Multi-Factor International Equity ETF$594,279$4,844 ▼-0.8%14,3540.3%ETFVUGVanguard Growth ETF$591,994$48,567 ▲8.9%6,5700.3%ETFIWFiShares Russell 1000 Growth ETF$583,764$47,478 ▲8.9%4,6600.3%ETFSSGA ACTIVE TR$572,314$19,685 ▲3.6%20,0320.3%SST BRIDGEWATERPGProcter & Gamble$559,692$51,277 ▼-8.4%3,8530.3%Consumer StaplesShowing largest 100 holdings. 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