§ 13F · FUND PROFILE
Riverbend Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $132.1T (13F)Positions · 135Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 12K | $8.3T | 5.2% | ±0% |
| 2 | DGRW | WISDOMTREE TR | 81K | $7.2T | 4.5% | +5% |
| 3 | AAPL | APPLE INC | 24K | $6.5T | 4.0% | +2% |
| 4 | QQQ | INVESCO QQQ TR | 9K | $5.3T | 3.3% | +2% |
| 5 | SMTH | ALPS ETF TR | 170K | $4.4T | 2.7% | +7% |
| 6 | NVDA | NVIDIA CORPORATION | 23K | $4.3T | 2.7% | ±0% |
| 7 | MSFT | MICROSOFT CORP | 9K | $4.2T | 2.6% | +5% |
| 8 | GOOGL | ALPHABET INC | 12K | $3.8T | 2.4% | −1% |
| 9 | DGRO | ISHARES TR | 52K | $3.6T | 2.2% | +2% |
| 10 | AVGO | BROADCOM INC | 10K | $3.5T | 2.2% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIVERBEND SIGNAL
AC read
Riverbend Wealth Management, LLC is a Other fund managing $132095.2 trillion in assets. The fund runs a portfolio of 135 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed