Riverbend Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Riverbend Wealth Management, LLC held in its portfolio 147 assets valued at $161,070,822 (i.e. $161.07M).
The most valuable assets in the portfolio included: ISHARES TR ($8.35M), APPLE INC ($7.85M), and WISDOMTREE TR ($7.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 147 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Riverbend Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 12187 | 8347344 | CORE S&P500 ETF |
| APPLE INC | 28890 | 7854137 | COM |
| WISDOMTREE TR | 80847 | 7230139 | US QTLY DIV GRT |
| INVESCO QQQ TR | 8646 | 5311375 | UNIT SER 1 |
| NVIDIA CORPORATION | 25734 | 4799407 | COM |
| ALPS ETF TR | 169593 | 4421280 | SMITH CORE PLUS |
| MICROSOFT CORP | 8712 | 4213404 | COM |
| ALPHABET INC | 12289 | 3846359 | CAP STK CL A |
| ISHARES TR | 51820 | 3597316 | CORE DIV GRWTH |
| BROADCOM INC | 10174 | 3521361 | COM |
| AMAZON COM INC | 13713 | 3165179 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5457 | 2742724 | CL B NEW |
| VANGUARD WHITEHALL FDS | 18703 | 2684244 | HIGH DIV YLD |
| J P MORGAN EXCHANGE TRADED F | 44416 | 2542362 | EQUITY PREMIUM |
| INVESCO EXCHANGE TRADED FD T | 12732 | 2438947 | S&P500 EQL WGT |
| ISHARES TR | 15954 | 2372146 | CORE S&P TTL STK |
| ELI LILLY & CO | 2188 | 2351931 | COM |
| JPMORGAN CHASE & CO. | 6819 | 2197313 | COM |
| VANGUARD SCOTTSDALE FDS | 24768 | 2074284 | INT-TERM CORP |
| PIMCO ETF TR | 74517 | 1988107 | MULTISECTOR BD |
| FIDELITY MERRIMACK STR TR | 43112 | 1984859 | TOTAL BD ETF |
| FRANKLIN TEMPLETON ETF TR | 33302 | 1873548 | US MID CP MLTFCT |
| CITIGROUP INC | 15691 | 1830958 | COM NEW |
| MERCK & CO INC | 17268 | 1817664 | COM |
| DIMENSIONAL ETF TRUST | 45788 | 1812758 | US CORE EQUITY 2 |
| META PLATFORMS INC | 2737 | 1806503 | CL A |
| VANGUARD INDEX FDS | 5565 | 1615086 | MID CAP ETF |
| AMERICAN EXPRESS CO | 4340 | 1605506 | COM |
| VANGUARD WORLD FD | 2043 | 1540202 | INF TECH ETF |
| SPDR S&P 500 ETF TR | 2207 | 1505270 | TR UNIT |
| WALMART INC | 12825 | 1428791 | COM |
| BANK AMERICA CORP | 25370 | 1395351 | COM |
| ALPHABET INC | 4204 | 1319302 | CAP STK CL C |
| FIRST TR EXCHNG TRADED FD VI | 37705 | 1291789 | FT VEST LADDERED |
| ISHARES TR | 18044 | 1288546 | EAFE VALUE ETF |
| FIDELITY COVINGTON TRUST | 28829 | 1272203 | SML MID MLTFCT |
| NETFLIX INC | 12781 | 1198328 | COM |
| VANGUARD BD INDEX FDS | 15185 | 1196740 | SHORT TRM BOND |
| BOOKING HOLDINGS INC | 207 | 1110278 | COM |
| RTX CORPORATION | 6042 | 1108123 | COM |
| JOHNSON & JOHNSON | 5254 | 1087358 | COM |
| DIMENSIONAL ETF TRUST | 14500 | 1072727 | WORLD EQUITY ETF |
| CRH PLC | 8383 | 1046144 | ORD |
| UBER TECHNOLOGIES INC | 12360 | 1009901 | COM |
| ISHARES GOLD TR | 12066 | 979397 | ISHARES NEW |
| CONSTELLATION ENERGY CORP | 2719 | 960684 | COM |
| SPDR SERIES TRUST | 35471 | 954158 | STATE STREET SPD |
| MASTERCARD INCORPORATED | 1667 | 951760 | CL A |
| COLUMBIA ETF TR I | 22978 | 938409 | RESH ENHNC COR |
| ISHARES TR | 5400 | 895374 | DOW JONES US ETF |
| DIMENSIONAL ETF TRUST | 20795 | 885018 | CORE FIXED INCOM |
| MORGAN STANLEY | 4797 | 851544 | COM NEW |
| EXXON MOBIL CORP | 6904 | 830768 | COM |
| EQT CORP | 15495 | 830508 | COM |
| ABBVIE INC | 3577 | 817374 | COM |
| SALESFORCE INC | 3067 | 812533 | COM |
| DELL TECHNOLOGIES INC | 6438 | 810402 | CL C |
| ISHARES TR | 7892 | 808057 | 0-5 YR TIPS ETF |
| BLACKROCK ETF TRUST | 13116 | 797601 | ISHARES US EQUIT |
| HOME DEPOT INC | 2260 | 777823 | COM |
| PROCTER AND GAMBLE CO | 5386 | 771848 | COM |
| TRUIST FINL CORP | 15570 | 766203 | COM |
| AMGEN INC | 2320 | 759438 | COM |
| PEPSICO INC | 5258 | 754646 | COM |
| ISHARES TR | 3426 | 726574 | S&P 500 VAL ETF |
| VANGUARD SPECIALIZED FUNDS | 3223 | 708242 | DIV APP ETF |
| ISHARES TR | 5000 | 696725 | ESG OPTIMIZED |
| GENERAL DYNAMICS CORP | 2063 | 694438 | COM |
| DIREXION SHS ETF TR | 23426 | 692926 | AUSPCE CMD STG |
| BLACKROCK INC | 638 | 683061 | COM |
| FIFTH THIRD BANCORP | 13957 | 653327 | COM |
| CHEVRON CORP NEW | 4105 | 625710 | COM |
| COCA COLA CO | 8592 | 600697 | COM |
| ISHARES TR | 11301 | 594680 | US INFRASTRUC |
| SPDR DOW JONES INDL AVERAGE | 1188 | 571082 | UT SER 1 |
| GE VERNOVA INC | 867 | 566793 | COM |
| ISHARES TR | 3000 | 543630 | RUS 2000 VAL ETF |
| ISHARES TR | 5562 | 535548 | JPMORGAN USD EMG |
| PIMCO EQUITY SER | 13731 | 527637 | RAFI DYN MULTI |
| ISHARES TR | 4000 | 526360 | S&P MC 400VL ETF |
| PROSHARES TR | 5021 | 522573 | S&P 500 DV ARIST |
| CISCO SYS INC | 6627 | 510479 | COM |
| ISHARES TR | 1068 | 505352 | RUS 1000 GRW ETF |
| VANGUARD INTL EQUITY INDEX F | 6860 | 504599 | ALLWRLD EX US |
| ISHARES TR | 9885 | 494367 | CORE INTL AGGR |
| VANGUARD INDEX FDS | 1010 | 492771 | GROWTH ETF |
| ISHARES TR | 10661 | 486795 | INVESTMENT GRADE |
| PHILLIPS 66 | 3697 | 477095 | COM |
| THERMO FISHER SCIENTIFIC INC | 806 | 467168 | COM |
| CHENIERE ENERGY INC | 2371 | 460917 | COM NEW |
| VANGUARD INDEX FDS | 1365 | 457806 | TOTAL STK MKT |
| BRISTOL-MYERS SQUIBB CO | 8364 | 451139 | COM |
| ISHARES TR | 2207 | 438273 | MSCI USA QLT FCT |
| ADOBE INC | 1236 | 432742 | COM |
| CATERPILLAR INC | 750 | 429606 | COM |
| VANGUARD INDEX FDS | 657 | 411873 | S&P 500 ETF SHS |
| ISHARES TR | 3709 | 408692 | IBOXX INV CP ETF |
| LOCKHEED MARTIN CORP | 792 | 382933 | COM |
| GOLDMAN SACHS GROUP INC | 430 | 378290 | COM |
| ALTRIA GROUP INC | 6479 | 373598 | COM |
| ISHARES TR | 4363 | 369260 | CORE MSCI TOTAL |
| ISHARES TR | 1723 | 362495 | RUS 1000 VAL ETF |
| WELLS FARGO CO NEW | 3886 | 362219 | COM |
| MEDTRONIC PLC | 3669 | 352399 | SHS |
| ISHARES TR | 3285 | 350534 | SHRT NAT MUN ETF |
| LULULEMON ATHLETICA INC | 1672 | 347558 | COM |
| TEXAS INSTRS INC | 1995 | 346108 | COM |
| DIGITAL RLTY TR INC | 2236 | 345955 | COM |
| LOWES COS INC | 1416 | 341501 | COM |
| AMPLIFY ETF TR | 7484 | 333027 | CWP ENHANCED DIV |
| ISHARES TR | 1106 | 332989 | ISHARES SEMICDTR |
| ANALOG DEVICES INC | 1218 | 330339 | COM |
| ADVANCED MICRO DEVICES INC | 1508 | 323055 | COM |
| ISHARES TR | 3197 | 319356 | CORE US AGGBD ET |
| VANGUARD INTL EQUITY INDEX F | 2263 | 319236 | TT WRLD ST ETF |
| L3HARRIS TECHNOLOGIES INC | 1086 | 318958 | COM |
| HARTFORD INSURANCE GROUP INC | 2299 | 316829 | COM |
| UNITED BANKSHARES INC WEST V | 8202 | 314956 | COM |
| ISHARES TR | 2604 | 312982 | CORE S&P SCP ETF |
| FREEPORT-MCMORAN INC | 6052 | 307383 | CL B |
| VANGUARD MALVERN FDS | 6172 | 305286 | STRM INFPROIDX |
| WISDOMTREE TR | 6837 | 297677 | DYNAMIC INTL EQT |
| ISHARES TR | 3494 | 288185 | CORE MSCI INTL |
| AMERICAN CENTY ETF TR | 3043 | 285939 | INTL SMCP VLU |
| MCKESSON CORP | 346 | 283742 | COM |
| DIMENSIONAL ETF TRUST | 8385 | 277376 | EMERGING MKTS CO |
| ISHARES TR | 2180 | 268727 | S&P 500 GRWT ETF |
| COSTCO WHSL CORP NEW | 311 | 268103 | COM |
| DUKE ENERGY CORP NEW | 2269 | 265996 | COM NEW |
| ASML HOLDING N V | 246 | 263357 | N Y REGISTRY SHS |
| ISHARES TR | 5631 | 262069 | CORE UNIVRSL USD |
| ISHARES TR | 2408 | 257960 | NATIONAL MUN ETF |
| HONEYWELL INTL INC | 1320 | 257446 | COM |
| CONSOLIDATED EDISON INC | 2561 | 254331 | COM |
| VANGUARD INTL EQUITY INDEX F | 4701 | 252703 | FTSE EMR MKT ETF |
| EXELON CORP | 5797 | 252688 | COM |
| T-MOBILE US INC | 1136 | 230696 | COM |
| SCHWAB CHARLES CORP | 2200 | 219769 | COM |
| NEXTERA ENERGY INC | 2681 | 215197 | COM |
| ISHARES TR | 2345 | 210035 | CORE 80/20 AGGRE |
| ARISTA NETWORKS INC | 1588 | 208087 | COM SHS |
| ISHARES TR | 4237 | 204139 | FUTURE AI & TECH |
| ALLSTATE CORP | 969 | 201625 | COM |
| MERCADOLIBRE INC | 100 | 201426 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 661 | 200894 | SPONSORED ADS |
| ANYWHERE REAL ESTATE INC | 11352 | 160742 | COM |
| AMERICAN AXLE & MFG HLDGS IN | 10008 | 64151 | COM |
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