DOSSIER · 13F-HR · Q2 2026

Riverbend Wealth Management, LLC

$199M in tracked AUM across 176 positions as of Q2 2026.

RW
CIK 0002055570 · last filed Jun 30, 2026
Total AUM
$199M
as of Q2 2026
Holdings
176
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Riverbend Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$10M13K5.0%
02
AAPL
APPLE INC
$9M30K4.3%
03
DGRW
WISDOMTREE TR
$8M89K4.3%
04
QQQ
INVESCO QQQ TR
$7M10K3.5%
05
NVDA
NVIDIA CORPORATION
$6M29K2.9%
06
SMTH
ALPS ETF TR
$4M170K2.2%
07
DGRO
ISHARES TR
$4M57K2.2%
08
MSFT
MICROSOFT CORP
$4M11K2.1%
09
GOOGL
ALPHABET INC
$4M11K2.0%
10
AVGO
BROADCOM INC
$4M11K2.0%

Filing history

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 positionsView →
2025Q2Jun 30
$66M 21.5%
62 positionsLocked
2025Q1Mar 31
$54M 51.5%
56 positionsLocked
2024Q4Dec 31
$112M
114 positionsLocked