DOSSIER · 13F-HR · Q3 2026

Riverbend Wealth Management, LLC

$220M in tracked AUM across 171 positions as of Q3 2026.

RW
CIK 0002055570 · last filed Sep 30, 2026
Total AUM
$220M
as of Q3 2026
Holdings
171
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Riverbend Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$12M15K5.4%
02
AAPL
APPLE INC
$10M30K4.5%
03
DGRW
WISDOMTREE TR
$9M96K4.3%
04
QQQ
INVESCO QQQ TR
$8M11K3.7%
05
NVDA
NVIDIA CORPORATION
$6M28K3.0%
06
MSFT
MICROSOFT CORP
$6M11K2.6%
07
NTRA
NATERA INC
$5M13K2.4%
08
DGRO
ISHARES TR
$5M71K2.4%
09
VYM
VANGUARD WHITEHALL FDS
$4M28K1.9%
10
SMTH
ALPS ETF TR
$4M167K1.9%

Filing history

2026Q3Sep 30
$220M▲ 10.5%
171 positionsView →
2026Q2Jun 30
$199M▲ 14.1%
176 positionsView →
2026Q1Mar 31
$175M▲ 8.4%
152 positionsView →
2025Q4Dec 31
$161M▲ 126.5%
151 positionsView →
2025Q3Sep 30
$71M▲ 7.4%
61 positionsLocked
2025Q2Jun 30
$66M▲ 21.5%
62 positionsLocked
2025Q1Mar 31
$54M▼ 51.5%
56 positionsLocked
2024Q4Dec 31
$112M—
114 positionsLocked