Q3 2026 13F · SEC CIK 2055570

Riverbend Wealth Management, LLC

Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $215.0M
Reported positions: 167
Holdings vs S&P 500, 3 yrs: —
Assets under management: $281.0M

Riverbend Wealth Management, LLC is a wealth manager that reported 167 positions worth $215.0M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Ishares Tr (IVV, 5.5%), Wisdomtree Tr (DGRW, 4.4%), Apple Inc (AAPL, 3.9%).

Riverbend Wealth Management, LLC holdings largest 50 of 167 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Riverbend Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	5.5%	5.1%	15,472	+15.7%	$11.8M
DGRWWisdomtree Tr	4.4%	4.3%	96,235	+8.5%	$9.4M
AAPLApple Inc	3.9%	3.7%	24,906	+0.3%	$8.3M
QQQInvesco Qqq Tr	3.8%	3.6%	10,992	+15.0%	$8.1M
NVDANvidia Corporation	2.8%	2.6%	25,936	-0.2%	$5.9M
MSFTMicrosoft Corp	2.6%	2.1%	11,088	-2.0%	$5.7M
DGROIshares Tr	2.5%	2.2%	71,162	+24.9%	$5.4M
VYMVanguard Whitehall Fds	2.0%	1.7%	27,578	+34.2%	$4.3M
SMTHALPS/Smith Core Plus, Bond. Exchange	1.9%	2.2%	166,861	-1.7%	$4.1M
AMZNAmazon Com Inc	1.8%	1.9%	15,728	-0.2%	$3.9M
AVGOBroadcom Inc	1.7%	2.0%	10,507	+0.0%	$3.7M
FBNDFidelity Merrimack Str Tr	1.7%	1.1%	83,868	+71.7%	$3.6M
GOOGLAlphabet Inc	1.7%	2.1%	10,532	-7.5%	$3.6M
NTRANatera Inc	1.5%	—	7,600	—	$3.1M
VCITVanguard Scottsdale Fds	1.4%	1.2%	39,121	+32.7%	$3.1M
RSPInvesco Exchange Traded Fd T	1.4%	1.5%	14,624	+3.9%	$3.0M
VGTVanguard World Fd	1.3%	1.1%	23,003	+24.4%	$2.9M
ITOTIshares Tr	1.3%	1.4%	16,906	+3.2%	$2.8M
DELLDell Technologies Inc	1.3%	1.3%	5,099	-10.7%	$2.7M
BRK-BBerkshire Hathaway Inc Del	1.3%	1.5%	5,402	-6.9%	$2.7M
MRKMerck & Co Inc	1.2%	1.3%	18,202	-10.2%	$2.6M
FENIFidelity Covington Trust	1.2%	1.3%	64,169	-1.5%	$2.6M
VEAVanguard Ftse Developed Markets Index Fu	1.2%	—	35,542	—	$2.5M
JPMJpmorgan Chase & Co	1.2%	1.3%	7,548	-0.8%	$2.5M
LLYEli Lilly & Co	1.1%	1.2%	2,043	+0.6%	$2.4M
VOVanguard Index Fds	1.0%	1.0%	28,757	+18.5%	$2.3M
FLQMFranklin Templeton ETF Tr	1.0%	1.1%	37,383	-4.3%	$2.1M
DFACDimensional ETF Trust	1.0%	1.1%	48,055	-2.2%	$2.1M
EFVIshares Tr	1.0%	0.8%	26,917	+32.3%	$2.1M
PYLDPimco ETF Tr	0.9%	1.0%	76,525	+3.1%	$1.9M
BUFRFirst Tr Exchng Traded Fd Vi	0.9%	0.8%	50,511	+19.3%	$1.9M
GVALCambria ETF Tr	0.8%	0.9%	48,198	-0.5%	$1.8M
EMGFIshares Inc	0.8%	0.8%	25,455	+21.1%	$1.8M
FSMDFidelity Covington Trust	0.8%	0.8%	36,480	+16.5%	$1.8M
SPYState Str Spdr S&p 500 ETF T	0.8%	0.9%	2,342	+0.1%	$1.8M
METAMeta Platforms Inc	0.8%	0.9%	2,437	-22.9%	$1.8M
BSVVanguard Bd Index Fds	0.8%	0.7%	22,630	+26.9%	$1.7M
CCitigroup Inc	0.7%	0.9%	12,157	+0.8%	$1.6M
JNJJohnson & Johnson	0.7%	0.7%	5,656	-0.8%	$1.5M
GOOGAlphabet Inc	0.7%	0.8%	4,387	-1.4%	$1.5M
XOMExxonmobil Holdings Corp	0.7%	—	9,139	—	$1.5M
WMTWalmart Inc	0.7%	0.8%	14,022	-1.6%	$1.5M
BACBank of Amer Corp	0.7%	0.8%	26,065	+0.4%	$1.4M
STIPIshares Tr	0.7%	—	14,067	—	$1.4M
AXPAmerican Express Co	0.6%	0.8%	4,534	+0.8%	$1.4M
ABBVAbbvie Inc	0.6%	0.7%	5,247	-2.8%	$1.4M
RTXRtx Corporation	0.6%	0.7%	7,034	+1.6%	$1.3M
DFCFDimensional ETF Trust	0.6%	—	30,940	—	$1.2M
APHAmphenol Corp	0.6%	0.6%	14,271	+109.0%	$1.2M
IAUIshares Gold Tr	0.6%	—	15,346	—	$1.2M

What Riverbend Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

APH Amphenol Corp+109.0% shares
FBND Fidelity Merrimack Str Tr+71.7% shares
VYM Vanguard Whitehall Fds+34.2% shares
VCIT Vanguard Scottsdale Fds+32.7% shares
EFV Ishares Tr+32.3% shares
BSV Vanguard Bd Index Fds+26.9% shares
DGRO Ishares Tr+24.9% shares
VGT Vanguard World Fd+24.4% shares

Reduced

META Meta Platforms Inc-22.9% shares
DELL Dell Technologies Inc-10.7% shares
MRK Merck & Co Inc-10.2% shares
GOOGL Alphabet Inc-7.5% shares
BRK-B Berkshire Hathaway Inc Del-6.9% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$215.0M	167
Q2 2026	$196.7M	173
Q1 2026	$160.8M	149
Q4 2025	$158.8M	148
Q3 2025	$143.2M	138
Q2 2025	$132.1M	135
Q1 2025	$111.8M	119
Q4 2024	$112.3M	114

Questions about Riverbend Wealth Management, LLC's portfolio

What stocks does Riverbend Wealth Management, LLC own?

Riverbend Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 167 positions worth $215.0M. The largest are Ishares Tr (IVV) at 5.5%, Wisdomtree Tr (DGRW) at 4.4%, Apple Inc (AAPL) at 3.9%, Invesco Qqq Tr (QQQ) at 3.8% and Nvidia Corporation (NVDA) at 2.8%.

What did Riverbend Wealth Management, LLC buy last quarter?

In Q3 2026, Riverbend Wealth Management, LLC added Amphenol Corp (APH) (+109.0% shares), Fidelity Merrimack Str Tr (FBND) (+71.7% shares) and Vanguard Whitehall Fds (VYM) (+34.2% shares), compared with its Q2 2026 filing.

What did Riverbend Wealth Management, LLC sell last quarter?

In Q3 2026, Riverbend Wealth Management, LLC cut from its top 50 Ge Vernova Inc (GEV), cut from its top 50 Dimensional ETF Trust (DFAW), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Columbia ETF Tr I (RECS), cut from its top 50 General Dynamics Corp (GD), Meta Platforms Inc (META) (-22.9% shares), Dell Technologies Inc (DELL) (-10.7% shares) and Merck & Co Inc (MRK) (-10.2% shares), compared with its Q2 2026 filing.

When is Riverbend Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Riverbend Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Riverbend Wealth Management, LLC manage?

Riverbend Wealth Management, LLC reported $281.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $215.0M.