Riverbend Wealth Management, LLC
Q3 2026 13F filing
Updated 21 days ago171 disclosed positions worth $220M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $11.8M | 15.5K | 5.39% | Added(+15.7%) |
| 2 | B WISDOMTREE TR | $9.4M | 96.2K | 4.25% | Added(+8.5%) |
| 3 | A APPLE INC | $8.3M | 24.9K | 3.77% | Added(+388.4%) |
| 4 | Q INVESCO QQQ TR | $8.1M | 11.0K | 3.70% | Added(+15.0%) |
| 5 | N NVIDIA CORPORATION | $5.9M | 25.9K | 2.69% | Added(+937.4%) |
| 6 | M MICROSOFT CORP | $5.7M | 11.1K | 2.59% | Trimmed(-2.0%) |
| 7 | E ISHARES TR | $5.4M | 71.2K | 2.44% | Added(+24.9%) |
| 8 | V VANGUARD WHITEHALL FDS | $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 | A AMAZON COM INC | $3.9M | 15.7K | 1.78% | Trimmed(-0.2%) |
| 11 | A BROADCOM INC | $3.7M | 10.5K | 1.68% | Added(+0.0%) |
| 12 | F FIDELITY MERRIMACK STR TR | $3.6M | 83.9K | 1.65% | Added(+71.7%) |
| 13 | G ALPHABET INC | $3.6M | 10.5K | 1.65% | Trimmed(-7.5%) |
| 14 | N NATERA INC | $3.1M | 7.6K | 1.43% | — |
| 15 | V VANGUARD SCOTTSDALE FDS | $3.1M | 39.1K | 1.39% | Added(+32.7%) |
| 16 | I INVESCO EXCHANGE TRADED FD T | $3M | 14.6K | 1.38% | Added(+3.9%) |
| 17 | V VANGUARD WORLD FD | $2.9M | 23.0K | 1.31% | Added(+24.4%) |
| 18 | E ISHARES TR | $2.8M | 16.9K | 1.28% | Added(+3.2%) |
| 19 | D DELL TECHNOLOGIES INC | $2.7M | 5.1K | 1.25% | Trimmed(-10.8%) |
| 20 | B BERKSHIRE HATHAWAY INC DEL | $2.7M | 5.4K | 1.22% | Trimmed(-6.9%) |
| 21 | M MERCK & CO INC | $2.6M | 18.2K | 1.20% | Trimmed(-10.2%) |
| 22 | F FIDELITY COVINGTON TRUST | $2.6M | 64.2K | 1.16% | Trimmed(-1.4%) |
| 23 | V VANGUARD TAX-MANAGED FDS | $2.5M | 35.5K | 1.14% | Added(+741.6%) |
| 24 | J JPMORGAN CHASE & CO | $2.5M | 7.5K | 1.14% | Trimmed(-0.8%) |
| 25 | L ELI LILLY & CO | $2.4M | 2.0K | 1.07% | Added(+410.8%) |
| 26 | V VANGUARD INDEX FDS | $2.3M | 28.8K | 1.03% | Added(+18.5%) |
| 27 | N NATERA INC | $2.2M | 5.4K | 1.01% | — |
| 28 | E FRANKLIN TEMPLETON ETF TR | $2.1M | 37.4K | 0.98% | Trimmed(-4.3%) |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $2.1M | 48.1K | 0.97% | Trimmed(-2.2%) |
| 30 | E ISHARES TR | $2.1M | 26.9K | 0.97% | Added(+32.3%) |
| 31 | P PIMCO ETF TR | $1.9M | 76.5K | 0.88% | Added(+3.1%) |
| 32 | F FIRST TR EXCHNG TRADED FD VI | $1.9M | 50.5K | 0.86% | Added(+19.3%) |
| 33 | C CAMBRIA ETF TR | $1.8M | 48.2K | 0.83% | Trimmed(-0.5%) |
| 34 | E ISHARES INC | $1.8M | 25.5K | 0.83% | Added(+21.1%) |
| 35 | ? N/A FIDELITY COVINGTON TRUST | $1.8M | 36.5K | 0.82% | Added(+16.5%) |
| 36 | S STATE STR SPDR S&P 500 ETF T | $1.8M | 2.3K | 0.81% | Added(+0.1%) |
| 37 | M META PLATFORMS INC | $1.8M | 2.4K | 0.80% | Trimmed(-22.9%) |
| 38 | V VANGUARD BD INDEX FDS | $1.7M | 22.6K | 0.79% | Added(+26.9%) |
| 39 | A APPLE INC | $1.7M | 5.1K | 0.77% | Unchanged |
| 40 | C CITIGROUP INC | $1.6M | 12.2K | 0.72% | Added(+0.8%) |
| 41 | J JOHNSON & JOHNSON | $1.5M | 5.7K | 0.68% | Trimmed(-0.8%) |
| 42 | G ALPHABET INC | $1.5M | 4.4K | 0.68% | Trimmed(-1.4%) |
| 43 | X EXXONMOBIL HOLDINGS CORP | $1.5M | 9.1K | 0.68% | — |
| 44 | W WALMART INC | $1.5M | 14.0K | 0.66% | Trimmed(-1.6%) |
| 45 | B BANK OF AMER CORP | $1.4M | 26.1K | 0.64% | Added(+0.4%) |
| 46 | E ISHARES TR | $1.4M | 14.1K | 0.64% | Added(+42.8%) |
| 47 | A AMERICAN EXPRESS CO | $1.4M | 4.5K | 0.63% | Added(+0.8%) |
| 48 | A ABBVIE INC | $1.4M | 5.2K | 0.62% | Trimmed(-2.8%) |
| 49 | R RTX CORPORATION | $1.3M | 7.0K | 0.59% | Added(+1.6%) |
| 50 | H DIMENSIONAL ETF TRUST | $1.2M | 30.9K | 0.56% | Added(+38.3%) |