§ 13F · FUND PROFILE
Riverbend Wealth Management, LLC.
AUM · $199M (13F)Positions · 176Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 13K | $10M | 5.0% | +7% |
| 2 | DGRW | WISDOMTREE TR | 89K | $8M | 4.3% | +5% |
| 3 | AAPL | APPLE INC | 25K | $7M | 3.6% | −60% |
| 4 | QQQ | INVESCO QQQ TR | 10K | $7M | 3.5% | +7% |
| 5 | NVDA | NVIDIA CORPORATION | 26K | $5M | 2.6% | +7% |
| 6 | SMTH | ALPS ETF TR | 170K | $4M | 2.2% | −13% |
| 7 | DGRO | ISHARES TR | 57K | $4M | 2.2% | +6% |
| 8 | MSFT | MICROSOFT CORP | 11K | $4M | 2.1% | +16% |
| 9 | GOOGL | ALPHABET INC | 11K | $4M | 2.0% | +6% |
| 10 | AVGO | BROADCOM INC | 11K | $4M | 2.0% | +2% |
§ 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 $199 million in assets. The fund runs a portfolio of 176 positions.
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