Riverbend Wealth Management, LLC Top Holdings and 13F Report (2026)

About Riverbend Wealth Management, LLC

Investment Activity

Riverbend Wealth Management, LLC has $174.56 million in total holdings as of March 31, 2026.
Riverbend Wealth Management, LLC owns shares of 149 different stocks, but just 65 companies or ETFs make up 80% of its holdings.
Approximately 12.11% of the portfolio was purchased this quarter.
About 2.38% of the portfolio was sold this quarter.
This quarter, Riverbend Wealth Management, LLC has purchased 148 new stocks and bought additional shares in 106 stocks.
Riverbend Wealth Management, LLC sold shares of 27 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Apple: $19,035,563
iShares Core S&P 500 ETF: $8,186,817
WisdomTree U.S. Quality Dividend Growth Fund: $7,388,395
Invesco QQQ: $5,153,861
ALPS ETF TR: $5,001,016

Largest New Holdings this Quarter

032095101 - Amphenol: $728,281 Holding
097023105 - Boeing: $504,209 Holding
651639106 - Newmont: $381,756 Holding
452308109 - Illinois Tool Works: $224,038 Holding
876030107 - Tapestry: $220,240 Holding

Largest Purchases this Quarter

Apple: 46,116 shares (about $11.70M)
Amphenol: 5,764 shares (about $728.28K)
ALPS ETF TR: 24,584 shares (about $633.16K)
Boeing: 2,533 shares (about $504.21K)
Microsoft: 1,055 shares (about $390.53K)

Largest Sales this Quarter

Alphabet: 1,592 shares (about $457.78K)
Citigroup: 3,797 shares (about $430.61K)
Mastercard: 260 shares (about $129.88K)
Morgan Stanley: 778 shares (about $128.04K)
Netflix: 1,134 shares (about $109.03K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$19,035,563	$11,703,651 â–²	159.6%	75,006	10.9%	Computer and Technology
IVV iShares Core S&P 500 ETF	$8,186,817	$226,014 â–²	2.8%	12,533	4.7%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$7,388,395	$286,797 â–²	4.0%	84,112	4.2%	Manufacturing
QQQ Invesco QQQ	$5,153,861	$163,349 â–²	3.3%	8,929	3.0%	Finance
ALPS ETF TR	$5,001,016	$633,159 â–²	14.5%	194,177	2.9%	SMITH CORE PLUS
NVDA NVIDIA	$4,625,021	$137,076 â–²	3.1%	26,520	2.6%	Computer and Technology
DGRO iShares Core Dividend Growth ETF	$3,755,891	$119,166 â–²	3.3%	53,518	2.2%	ETF
MSFT Microsoft	$3,615,455	$390,530 â–²	12.1%	9,767	2.1%	Computer and Technology
AVGO Broadcom	$3,174,561	$25,689 â–²	0.8%	10,257	1.8%	Computer and Technology
GOOGL Alphabet	$3,075,921	$457,779 â–¼	-13.0%	10,697	1.8%	Computer and Technology
AMZN Amazon.com	$3,005,946	$149,954 â–²	5.3%	14,433	1.7%	Retail/Wholesale
VYM Vanguard High Dividend Yield ETF	$2,866,019	$96,116 â–²	3.5%	19,352	1.6%	Financial Services
JEPI JPMorgan Equity Premium Income ETF	$2,790,294	$272,800 â–²	10.8%	49,229	1.6%	ETF
BRK.B Berkshire Hathaway	$2,667,514	$52,708 â–²	2.0%	5,567	1.5%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$2,578,712	$135,116 â–²	5.5%	13,436	1.5%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$2,328,211	$55,834 â–²	2.5%	16,346	1.3%	ETF
MRK Merck & Co., Inc.	$2,247,085	$169,966 â–²	8.2%	18,681	1.3%	Medical
PYLD PIMCO Multi Sector Bond Active ETF	$2,212,180	$259,826 â–²	13.3%	84,434	1.3%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$2,140,186	$90,612 â–²	4.4%	25,863	1.2%	ETF
JPM JPMorgan Chase & Co.	$2,126,194	$120,312 â–²	6.0%	7,228	1.2%	Finance
LLY Eli Lilly and Company	$2,077,710	$65,302 â–²	3.2%	2,259	1.2%	Medical
FBND Fidelity Total Bond ETF	$2,030,040	$63,275 â–²	3.2%	44,499	1.2%	ETF
FLQM Franklin U.S. Mid Cap Multifactor Index ETF	$1,979,491	$150,232 â–²	8.2%	36,037	1.1%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$1,846,648	$67,344 â–²	3.8%	47,521	1.1%	ETF
WALMART INC	$1,706,878	$112,972 â–²	7.1%	13,734	1.0%	COM
VO Vanguard Mid-Cap ETF	$1,662,443	$64,327 â–²	4.0%	5,789	1.0%	ETF
META Meta Platforms	$1,623,451	$57,776 â–²	3.7%	2,838	0.9%	Computer and Technology
VGT Vanguard Information Technology ETF	$1,464,763	$39,079 â–²	2.7%	2,099	0.8%	ETF
SPY SPDR S&P 500 ETF Trust	$1,440,644	$5,203 â–²	0.4%	2,215	0.8%	Finance
EFV iShares MSCI EAFE Value ETF	$1,384,124	$42,529 â–²	3.2%	18,616	0.8%	ETF
C Citigroup	$1,348,875	$430,610 â–¼	-24.2%	11,894	0.8%	Financial Services
FSMD Fidelity Small-Mid Multifactor ETF	$1,329,403	$40,159 â–²	3.1%	29,727	0.8%	ETF
JNJ Johnson & Johnson	$1,328,798	$44,489 â–²	3.5%	5,436	0.8%	Medical
BUFR FT Vest Laddered Buffer ETF	$1,319,646	$46,333 â–²	3.6%	39,077	0.8%	ETF
AXP American Express	$1,278,399	$34,486 â–¼	-2.6%	4,226	0.7%	Finance
GOOG Alphabet	$1,240,502	$34,427 â–²	2.9%	4,324	0.7%	Computer and Technology
RTX RTX	$1,226,697	$61,152 â–²	5.2%	6,359	0.7%	Aerospace
BSV Vanguard Short-Term Bond ETF	$1,226,368	$35,678 â–²	3.0%	15,640	0.7%	ETF
EQT EQT	$1,204,583	$218,477 â–²	22.2%	18,928	0.7%	Energy
BAC Bank of America	$1,181,586	$55,184 â–¼	-4.5%	24,238	0.7%	Finance
XOM ExxonMobil	$1,128,026	$43,262 â–¼	-3.7%	6,649	0.6%	Energy
NFLX Netflix	$1,119,833	$109,032 â–¼	-8.9%	11,647	0.6%	Consumer Discretionary
DELL Dell Technologies	$1,114,594	$57,937 â–²	5.5%	6,791	0.6%	Computer and Technology
IAU iShares Gold Trust	$1,068,147	$4,408 â–²	0.4%	12,116	0.6%	Finance
DIMENSIONAL ETF TRUST	$1,028,785	$41,022 â–¼	-3.8%	13,944	0.6%	WORLD EQUITY ETF
GE VERNOVA INC	$950,455	$193,757 â–²	25.6%	1,089	0.5%	COM
DFCF Dimensional Core Fixed Income ETF	$936,718	$58,769 â–²	6.7%	22,187	0.5%	ETF
RECS Columbia Research Enhanced Core ETF	$924,795	$29,118 â–²	3.3%	23,725	0.5%	ETF
CRH PLC	$915,546	$34,372 â–²	3.9%	8,710	0.5%	ORD
BKNG Booking	$903,333	$33,612 â–²	3.9%	215	0.5%	Retail/Wholesale
PEP PepsiCo	$867,584	$51,089 â–²	6.3%	5,587	0.5%	Consumer Staples
IYY iShares Dow Jones U.S. ETF	$855,630		0.0%	5,400	0.5%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$854,224	$37,959 â–²	4.7%	8,259	0.5%	ETF
AMGN Amgen	$853,473	$37,291 â–²	4.6%	2,426	0.5%	Medical
UBER Uber Technologies	$851,311	$37,764 â–¼	-4.2%	11,835	0.5%	Computer and Technology
PG Procter & Gamble	$850,387	$72,370 â–²	9.3%	5,887	0.5%	Consumer Staples
CEG Constellation Energy	$846,458	$87,131 â–²	11.5%	3,031	0.5%	Energy
ABBV AbbVie	$838,055	$60,032 â–²	7.7%	3,853	0.5%	Medical
CVX Chevron	$832,750	$16,552 â–¼	-1.9%	4,025	0.5%	Energy
HD Home Depot	$825,288	$81,904 â–²	11.0%	2,509	0.5%	Retail/Wholesale
COM Direxion Auspice Broad Commodity Strategy ETF	$818,201	$31,791 â–²	4.0%	24,373	0.5%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$791,631	$28,566 â–²	3.7%	13,607	0.5%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$744,506	$45,500 â–²	6.5%	29,060	0.4%	ETF
GD General Dynamics	$737,751	$29,853 â–²	4.2%	2,150	0.4%	Aerospace
IVE iShares S&P 500 Value ETF	$732,193	$8,867 â–²	1.2%	3,468	0.4%	ETF
APH Amphenol	$728,281	$728,281 â–²	New Holding	5,764	0.4%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$714,360	$21,289 â–²	3.1%	3,322	0.4%	ETF
TFC Truist Financial	$712,018	$3,724 â–¼	-0.5%	15,489	0.4%	Finance
MA Mastercard	$702,860	$129,882 â–¼	-15.6%	1,407	0.4%	Business Services
CHENIERE ENERGY INC	$697,865	$24,974 â–²	3.7%	2,459	0.4%	COM NEW
KO CocaCola	$688,404	$34,983 â–²	5.4%	9,052	0.4%	Consumer Staples
PSX Phillips 66	$666,595	$6,923 â–¼	-1.0%	3,659	0.4%	Energy
MS Morgan Stanley	$661,418	$128,038 â–¼	-16.2%	4,019	0.4%	Finance
SUSA iShares MSCI USA ESG Select ETF	$660,500		0.0%	5,000	0.4%	ETF
IFRA iShares U.S. Infrastructure ETF	$659,377	$12,984 â–²	2.0%	11,528	0.4%	ETF
FITB Fifth Third Bancorp	$649,697	$1,254 â–²	0.2%	13,984	0.4%	Finance
BLACKROCK INC	$645,718	$31,757 â–²	5.2%	671	0.4%	COM
WFC Wells Fargo & Company	$579,692	$270,342 â–²	87.4%	7,282	0.3%	Finance
IWN iShares Russell 2000 Value ETF	$568,770		0.0%	3,000	0.3%	ETF
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF	$557,162	$10,393 â–²	1.9%	13,992	0.3%	ETF
IAGG iShares Core International Aggregate Bond ETF	$554,867	$60,201 â–²	12.2%	11,088	0.3%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$551,484	$1,389 â–²	0.3%	1,191	0.3%	Finance
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$545,351	$22,919 â–²	4.4%	5,806	0.3%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$532,326		0.0%	5,021	0.3%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$530,000		0.0%	4,000	0.3%	ETF
IGEB iShares Investment Grade Systematic Bond ETF	$528,307	$47,942 â–²	10.0%	11,725	0.3%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$507,866	$7,284 â–¼	-1.4%	6,763	0.3%	ETF
CSCO Cisco Systems	$506,639	$7,526 â–¼	-1.5%	6,530	0.3%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$504,746	$66,743 â–²	15.2%	1,573	0.3%	ETF
BA Boeing	$504,209	$504,209 â–²	New Holding	2,533	0.3%	Aerospace
BMY Bristol Myers Squibb	$502,079	$5,216 â–¼	-1.0%	8,278	0.3%	Medical
CAT Caterpillar	$482,734	$48,911 â–¼	-9.2%	681	0.3%	Industrials
VOO Vanguard S&P 500 ETF	$470,327	$77,691 â–²	19.8%	787	0.3%	ETF
LMT Lockheed Martin	$463,228	$15,723 â–¼	-3.3%	766	0.3%	Aerospace
IWF iShares Russell 1000 Growth ETF	$456,220	$853 â–²	0.2%	1,070	0.3%	ETF
VUG Vanguard Growth ETF	$443,382	$2,184 â–²	0.5%	1,015	0.3%	ETF
DLR Digital Realty Trust	$424,410	$21,446 â–²	5.3%	2,355	0.2%	Finance
MO Altria Group	$422,987	$4,553 â–¼	-1.1%	6,410	0.2%	Consumer Staples
QUAL iShares MSCI USA Quality Factor ETF	$416,888	$6,523 â–¼	-1.5%	2,173	0.2%	ETF
TMO Thermo Fisher Scientific	$410,652	$14,262 â–²	3.6%	835	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Riverbend Wealth Management, LLC Top Holdings and 13F Report (2026)

About Riverbend Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Riverbend Wealth Management, LLC Top Holdings and 13F Report (2026)

About Riverbend Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiverbend Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools