§ 13F · FUND PROFILE
Riverbend Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $143M (13F)Positions · 138Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 51K | $13M | 7.4% | +160% |
| 2 | IVV | ISHARES TR | 13K | $8M | 4.7% | +3% |
| 3 | DGRW | WISDOMTREE TR | 84K | $7M | 4.2% | +4% |
| 4 | AAPL | APPLE INC | 24K | $6M | 3.5% | — |
| 5 | QQQ | INVESCO QQQ TR | 9K | $5M | 3.0% | +3% |
| 6 | SMTH | ALPS ETF TR | 194K | $5M | 2.9% | +15% |
| 7 | NVDA | NVIDIA CORPORATION | 24K | $4M | 2.4% | +3% |
| 8 | DGRO | ISHARES TR | 54K | $4M | 2.2% | +3% |
| 9 | MSFT | MICROSOFT CORP | 10K | $4M | 2.1% | +12% |
| 10 | AVGO | BROADCOM INC | 10K | $3M | 1.8% | +1% |
§ 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 $143 million in assets. The fund runs a portfolio of 138 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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