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Riverbend Wealth Management, LLC
hedge fundUpdated 21 days agoManaged by Riverbend Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$220M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
97.7%
Weight of largest holdings
Annualized return
53.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $143.2M |
| Q4 2025 | $161.1M |
| Q1 2026 | $174.6M |
| Q2 2026 | $199.1M |
| Q3 2026 | $220M |
Top holdings
171 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $11.8M | 15.5K | 5.39% | Added(+15.7%) | |
| 2 | $9.4M | 96.2K | 4.25% | Added(+8.5%) | |
| 3 | $8.3M | 24.9K | 3.77% | Added(+388.4%) | |
| 4 | $8.1M | 11.0K | 3.70% | Added(+15.0%) | |
| 5 | $5.9M | 25.9K | 2.69% | Added(+937.4%) | |
| 6 | $5.7M | 11.1K | 2.59% | Trimmed(-2.0%) | |
| 7 | $5.4M | 71.2K | 2.44% | Added(+24.9%) | |
| 8 | $4.3M | 27.6K | 1.95% | Added(+34.2%) | |
| 9 | ? N/A ALPS ETF TR | $4.1M | 166.9K | 1.86% | Trimmed(-1.7%) |
| 10 | $3.9M | 15.7K | 1.78% | Trimmed(-0.2%) | |
| 11 | $3.7M | 10.5K | 1.68% | Added(+0.0%) | |
| 12 | $3.6M | 83.9K | 1.65% | Added(+71.7%) | |
| 13 | $3.6M | 10.5K | 1.65% | Trimmed(-7.5%) | |
| 14 | $3.1M | 7.6K | 1.43% | — | |
| 15 | $3.1M | 39.1K | 1.39% | Added(+32.7%) | |
| 16 | $3M | 14.6K | 1.38% | Added(+3.9%) | |
| 17 | $2.9M | 23.0K | 1.31% | Added(+24.4%) | |
| 18 | $2.8M | 16.9K | 1.28% | Added(+3.2%) | |
| 19 | $2.7M | 5.1K | 1.25% | Trimmed(-10.8%) | |
| 20 | $2.7M | 5.4K | 1.22% | Trimmed(-6.9%) |