account_balance
Investment manager · 13F filer · SEC CIK 2055570
Riverbend Wealth Management, LLC
Reported value$215Mas of Sep 30, 2026
Positions167 8 new, 14 sold out
Top 10 weight31.1%IVV alone is 6%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.5%Added +16%
DGRWWisdomtree Tr
4.4%Added +9%
AAPLApple Inc.
3.9%
QQQInvesco QQQ Tr
3.8%Added +15%
NVDANVIDIA Corp
2.8%
MSFTMicrosoft Corp
2.6%Trimmed −2%
DGROiShares Tr
2.5%Added +25%
VYMVanguard Whitehall FDS
2.0%Added +34%
SMTHAlps ETF Tr
1.9%
AMZNAmazon.com Inc
1.8%
AVGOBroadcom Inc.
1.7%
FBNDFidelity Merrimack STR Tr
1.7%Added +72%
IVViShares Tr
5.5%Added +16%
DGRWWisdomtree Tr
4.4%Added +9%
AAPLApple Inc.
3.9%
QQQInvesco QQQ Tr
3.8%
NVDANVIDIA Corp
2.8%
MSFTMicrosoft Corp
2.6%−2%
DGROiShares Tr
2.5%
VYMVanguard Whitehall FDS
2.0%
SMTH1.9%
AMZNAVGO1.7%FBND1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 5.5% Added +16%
DGRW Wisdomtree Tr 4.4% Added +9%
AAPL Apple Inc. 3.9% HeldQQQ Invesco QQQ Tr 3.8% Added +15%
NVDA NVIDIA Corp 2.8% HeldMSFT Microsoft Corp 2.6% Trimmed −2%DGRO iShares Tr 2.5% Added +25%
VYM Vanguard Whitehall FDS 2.0% Added +34%
SMTH Alps ETF Tr 1.9% Held
AMZN Amazon.com Inc 1.8% HeldAVGO Broadcom Inc. 1.7% HeldFBND Fidelity Merrimack STR Tr 1.7% Added +72%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.