Riverbend Wealth Management, LLC
Sector Allocation
- Other45.2%$97.3M
- Technology21.2%$45.5M
- Financials13.7%$29.5M
- Healthcare7.9%$17.0M
- Industrials3.1%$6.7M
- Consumer Staples2.6%$5.7M
- Consumer Discretionary2.4%$5.1M
- Energy1.9%$4.0M
- Materials0.7%$1.5M
- Utilities0.6%$1.2M
AUM History
13fpro.ai/research/fund/riverbend-wealth-management-llc-2055570
Conviction and streaks
Concentrating · top 10 = 31.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$11.8M
WT
$9.4MAAPL
$8.3MQQQ
$8.1MNVDA
$5.9MMSFT
$5.7M- ISHARES$5.4M
- VANGUARD$4.3M
ALPS
$4.1MAMZN
$3.9MAVGO
$3.7M- FIDELITY$3.6M
GOOGL
$3.6MNTRA
$3.1M- VANGUARD$3.1M
IVZ
$3.0M- VANGUARD$2.9M
- ISHARES$2.8M
DELL
$2.7MBRK.B
$2.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/riverbend-wealth-management-llc-2055570
Riverbend Wealth Management, LLC 13F holdings — Q3 2026
$220.0M portfolio (+10.5% QoQ) · 171 holdings · Q3 2026 13F · top 10 are 31% of the stock portfolio
Includes $5.0M of put/call options ($5.0M puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $215.0M. Weights use the stock portfolio.
- 1
ISHARES TR - CORE S&P500 ETF
$11.8M
5.5% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— $9.4M
4.3% of stocks
+9%This quarter-2.9%Since filed8+ qtrsHeld$8.3M
3.9% of stocks
+0.3%This quarter+0.6%Since filed8+ qtrsHeld$8.1M
3.8% of stocks
+15%This quarter-2.2%Since filed8+ qtrsHeld$5.9M
2.8% of stocks
-0.2%This quarter-0.6%Since filed8+ qtrsHeld$5.7M
2.6% of stocks
-2%This quarter-1.3%Since filed8+ qtrsHeld- 7
ISHARES TR - CORE DIV GRWTH
$5.4M
2.5% of stocks
+25%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$4.3M
2.0% of stocks
+34%This quarter—Since filed—HeldAIQuality—Est. buy— $4.1M
1.9% of stocks
-2%This quarter-3.4%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$3.9M
1.8% of stocks
-0.2%This quarter-2.2%Since filed8+ qtrsHeld
All holdings — Riverbend Wealth Management, LLC (Q3 2026)
171 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Broadcom Inc. | Technology | $3.7M | 1.7% | 11K | +0.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETFetf/fund | — | $3.6M | 1.7% | 84K | +72% | — | — | 13F |
| 13 | Alphabet Inc. | Technology | $3.6M | 1.7% | 11K | -8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Natera, Inc. | Healthcare | $3.1M | 1.5% | 7,600 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund | — | $3.1M | 1.4% | 39K | +33% | — | — | 13F |
| 16 | Invesco Ltd. | Financials | $3.0M | 1.4% | 15K | +4% | 8+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $2.9M | 1.3% | 23K | +24% | — | — | 13F |
| 18 | — | ISHARES TR - CORE S&P TTL STKetf/fund | — | $2.8M | 1.3% | 17K | +3% | — | — | 13F |
| 19 | Dell Technologies Inc. | Technology | $2.7M | 1.3% | 5,099 | -11% | 6 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | BERKSHIRE HATHAWAY INC | Financials | $2.7M | 1.3% | 5,402 | -7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Merck & Co., Inc. | Healthcare | $2.6M | 1.2% | 18K | -10% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $2.6M | 1.2% | 64K | -1% | — | — | 13F |
| 23 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $2.5M | 1.2% | 36K | +742% | — | — | 13F |
| 24 | JPMORGAN CHASE & CO | Financials | $2.5M | 1.2% | 7,548 | -0.8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ELI LILLY & Co | Healthcare | $2.4M | 1.1% | 2,043 | +0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $2.3M | 1.1% | 29K | +18% | |||
| 27 | $NTRA PUT | Natera, Inc. | Healthcare | $2.2M | — | 5,400 | New | |||
| 28 | — | FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT | — | $2.1M | 1.0% | 37K | -4% | |||
| 29 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $2.1M | 1.0% | 48K | -2% | |||
| 30 | — | ISHARES TR - EAFE VALUE ETF | — | $2.1M | 1.0% | 27K | +32% | |||
| 31 | — | PIMCO ETF TR - MULTISECTOR BD | — | $1.9M | 0.9% | 77K | +3% | |||
| 32 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $1.9M | 0.9% | 51K | +19% | |||
| 33 | — | CAMBRIA ETF TR - GLOBAL VALUE ETF | — | $1.8M | 0.8% | 48K | -0.5% | |||
| 34 | — | ISHARES INC - EMNG MKTS EQT | — | $1.8M | 0.8% | 25K | +21% | |||
| 35 | — | FIDELITY COVINGTON TRUST - SML MID MLTFCT | — | $1.8M | 0.8% | 36K | +17% | |||
| 36 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.8M | 0.8% | 2,342 | +0.1% | |||
| 37 | $META | Meta Platforms, Inc. | Technology | $1.8M | 0.8% | 2,437 | -23% | |||
| 38 | $META | Meta Platforms, Inc. | Technology | $1.7M | 0.8% | 23K | +27% | |||
| 39 | $AAPL PUT | Apple Inc. | Technology | $1.7M | — | 5,100 | — | |||
| 40 | $C | CITIGROUP INC | Financials | $1.6M | 0.7% | 12K | +0.8% | |||
| 41 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.5M | 0.7% | 5,656 | -0.8% | |||
| 42 | $GOOG | Alphabet Inc. | Technology | $1.5M | 0.7% | 4,387 | -1% | |||
| 43 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.5M | 0.7% | 9,139 | +16% | |||
| 44 | $WMT | Walmart Inc. | Consumer Staples | $1.5M | 0.7% | 14K | -2% | |||
| 45 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.4M | 0.7% | 26K | +0.4% | |||
| 46 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $1.4M | 0.7% | 14K | +43% | |||
| 47 | $AXP | AMERICAN EXPRESS CO | Financials | $1.4M | 0.6% | 4,534 | +0.8% | |||
| 48 | $ABBV | AbbVie Inc. | Healthcare | $1.4M | 0.6% | 5,247 | -3% | |||
| 49 | $RTX | RTX Corp | Industrials | $1.3M | 0.6% | 7,034 | +2% | |||
| 50 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $1.2M | 0.6% | 31K | +38% | |||
| 51 | $APH | AMPHENOL CORP /DE/ | Technology | $1.2M | 0.6% | 14K | +109% | |||
| 52 | $IAU | ISHARES GOLD TRUST | Financials | $1.2M | 0.6% | 15K | +16% | |||
| 53 | $CVX | CHEVRON CORP | Energy | $1.2M | 0.5% | 5,677 | +39% | |||
| 54 | $MU | MICRON TECHNOLOGY INC | Technology | $1.1M | 0.5% | 1,064 | +48% | |||
| 55 | — | COLUMBIA ETF TR I - RESH ENHNC COR | — | $1.1M | 0.5% | 24K | -2% | |||
| 56 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | — | $1.1M | 0.5% | 13K | -1% | |||
| 57 | $GEV | GE Vernova Inc. | Industrials | $1.0M | 0.5% | 1,096 | +2% | |||
| 58 | $LRCX | LAM RESEARCH CORP | Technology | $1.0M | 0.5% | 3,158 | +41% | |||
| 59 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.0M | 0.5% | 3,095 | +6% | |||
| 60 | — | ISHARES TR - DOW JONES US ETF | — | $1.0M | 0.5% | 5,400 | — | |||
| 61 | — | ISHARES TR - S&P 500 GRWT ETF | — | $999K | 0.5% | 7,025 | +173% | |||
| 62 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $982K | 0.5% | 1,605 | +0.7% | |||
| 63 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $973K | 0.5% | 2,133 | +28% | |||
| 64 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $948K | 0.4% | 5,821 | +0.6% | |||
| 65 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $946K | 0.4% | 14K | -2% | |||
| 66 | — | ISHARES TR - JPMORGAN USD EMG | — | $899K | 0.4% | 9,896 | +43% | |||
| 67 | $UBER | Uber Technologies, Inc | Technology | $880K | 0.4% | 13K | +4% | |||
| 68 | $ASML | ASML HOLDING NV | Technology | $856K | 0.4% | 473 | -2% | |||
| 69 | $NFLX | NETFLIX INC | Communication Services | $845K | 0.4% | 12K | -6% | |||
| 70 | $AMGN | AMGEN INC | Healthcare | $839K | 0.4% | 1,991 | -24% | |||
| 71 | — | ISHARES TR - CORE UNIVRSL USD | — | $825K | 0.4% | 19K | +148% | |||
| 72 | $KO | COCA COLA CO | Consumer Staples | $823K | 0.4% | 9,562 | -2% | |||
| 73 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $823K | 0.4% | 1,174 | +76% | |||
| 74 | — | ISHARES TR - US INFRASTRUC | — | $810K | 0.4% | 15K | +22% | |||
| 75 | $MS | MORGAN STANLEY | Financials | $788K | 0.4% | 4,192 | +1% | |||
| 76 | — | ISHARES TR - ESG OPTIMIZED | — | $778K | 0.4% | 5,000 | — | |||
| 77 | — | ISHARES TR - S&P 500 VAL ETF | — | $766K | 0.4% | 3,355 | -0.1% | |||
| 78 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $753K | 0.3% | 3,228 | -0.0% | |||
| 79 | $BLK | BlackRock, Inc. | Financials | $751K | 0.3% | 710 | -0.6% | |||
| 80 | $TFC | TRUIST FINANCIAL CORP | Financials | $739K | 0.3% | 16K | +2% | |||
| 81 | $PEP | PEPSICO INC | Consumer Staples | $739K | 0.3% | 5,831 | +12% | |||
| 82 | $CRH | CRH PUBLIC LTD CO | Materials | $711K | 0.3% | 8,583 | -9% | |||
| 83 | $FITB | FIFTH THIRD BANCORP | Financials | $708K | 0.3% | 14K | — | |||
| 84 | — | USCF ETF TR - SUMMERHAVEN K1 | — | $705K | 0.3% | 23K | +1% | |||
| 85 | $LNG | Cheniere Energy, Inc. | Energy | $691K | 0.3% | 2,569 | +0.5% | |||
| 86 | $BA | BOEING CO | Industrials | $690K | 0.3% | 3,710 | +9% | |||
| 87 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $688K | 0.3% | 12K | +26% | |||
| 88 | $PM | Philip Morris International Inc. | Consumer Staples | $671K | 0.3% | 3,517 | +48% | |||
| 89 | — | ISHARES TR - ISHARES SEMICDTR | — | $668K | 0.3% | 1,174 | — | |||
| 90 | $CSCO | CISCO SYSTEMS, INC. | Technology | $658K | 0.3% | 6,114 | -0.7% | |||
| 91 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $653K | 0.3% | 8,156 | +3% | |||
| 92 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $645K | 0.3% | 1,723 | +14% | |||
| 93 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $641K | 0.3% | 949 | +2% | |||
| 94 | $DOV | DOVER Corp | Industrials | $637K | 0.3% | 4,033 | +37% | |||
| 95 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $634K | 0.3% | 6,272 | +167% | |||
| 96 | — | ISHARES TR - RUS 2000 VAL ETF | — | $628K | 0.3% | 3,000 | — | |||
| 97 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $608K | 0.3% | 1,195 | +0.3% | |||
| 98 | — | PIMCO EQUITY SER - RAFI DYN MULTI | — | $594K | 0.3% | 14K | -0.8% | |||
| 99 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $592K | 0.3% | 6,570 | +9% | |||
| 100 | — | ISHARES TR - RUS 1000 GRW ETF | — | $584K | 0.3% | 4,660 | +9% | |||
| 101 | — | SSGA ACTIVE TR - SST BRIDGEWATER | — | $572K | 0.3% | 20K | +4% | |||
| 102 | $NVDA PUT | NVIDIA CORP | Technology | $571K | — | 2,500 | — | |||
| 103 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $560K | 0.3% | 3,853 | -8% | |||
| 104 | $MA | Mastercard Inc | Financials | $557K | 0.3% | 1,010 | -26% | |||
| 105 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $552K | 0.3% | 8,194 | +2% | |||
| 106 | — | ISHARES TR - S&P MC 400VL ETF | — | $551K | 0.3% | 4,000 | — | |||
| 107 | — | PROSHARES TR - S&P 500 DV ARIST | — | $543K | 0.3% | 10K | — | |||
| 108 | $MCK | MCKESSON CORP | Consumer Staples | $543K | 0.3% | 636 | -5% | |||
| 109 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $537K | 0.3% | 6,468 | -4% | |||
| 110 | — | ISHARES TR - CORE INTL AGGR | — | $532K | 0.3% | 11K | -1% | |||
| 111 | $LLY PUT | ELI LILLY & Co | Healthcare | $463K | — | 400 | — | |||
| 112 | — | ISHARES TR - MSCI USA QLT FCT | — | $463K | 0.2% | 2,082 | +3% | |||
| 113 | $GS | GOLDMAN SACHS GROUP INC | Financials | $460K | 0.2% | 511 | -0.2% | |||
| 114 | $ADI | ANALOG DEVICES INC | Technology | $457K | 0.2% | 1,151 | +0.9% | |||
| 115 | $LMT | LOCKHEED MARTIN CORP | Industrials | $454K | 0.2% | 891 | +2% | |||
| 116 | $NEM | NEWMONT Corp /DE/ | Materials | $445K | 0.2% | 3,859 | -2% | |||
| 117 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $444K | 0.2% | 2,528 | +4% | |||
| 118 | $CAT | CATERPILLAR INC | Industrials | $440K | 0.2% | 542 | -6% | |||
| 119 | — | ISHARES TR - RUS 1000 VAL ETF | — | $439K | 0.2% | 1,770 | +12% | |||
| 120 | $UBSI | UNITED BANKSHARES INC/WV | Financials | $427K | 0.2% | 9,296 | +0.1% | |||
| 121 | — | ISHARES TR - CORE MSCI TOTAL | — | $425K | 0.2% | 4,476 | — | |||
| 122 | — | T ROWE PRICE EXCHANGE-TRADED - FLOATING RATE | — | $418K | 0.2% | 8,281 | New | |||
| 123 | $ALAB | Astera Labs, Inc. | Technology | $402K | 0.2% | 1,128 | — | |||
| 124 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $388K | 0.2% | 9,776 | +14% | |||
| 125 | — | SPDR SERIES TRUST - ST STR RATE ETF | — | $387K | 0.2% | 13K | +34% | |||
| 126 | $CMI | CUMMINS INC | Industrials | $386K | 0.2% | 747 | +5% | |||
| 127 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $380K | 0.2% | 8,181 | -0.8% | |||
| 128 | $MDT | Medtronic plc | Healthcare | $378K | 0.2% | 4,377 | +5% | |||
| 129 | $PSX | Phillips 66 | Energy | $375K | 0.2% | 1,470 | -17% | |||
| 130 | — | ISHARES TR - CORE S&P SCP ETF | — | $374K | 0.2% | 2,749 | +6% | |||
| 131 | — | ISHARES TR - FUTU AI TECH ETF | — | $369K | 0.2% | 4,711 | +1% | |||
| 132 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $361K | 0.2% | 7,336 | +8% | |||
| 133 | $FCX | FREEPORT-MCMORAN INC | Materials | $357K | 0.2% | 5,101 | -3% | |||
| 134 | — | ISHARES TR - SHRT NAT MUN ETF | — | $343K | 0.2% | 3,285 | — | |||
| 135 | $ED | CONSOLIDATED EDISON INC | Utilities | $342K | 0.2% | 3,344 | +2% | |||
| 136 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $334K | 0.2% | 367 | -3% | |||
| 137 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $331K | 0.1% | 1,516 | — | |||
| 138 | — | ISHARES TR - CORE MSCI INTL | — | $327K | 0.1% | 3,656 | +0.6% | |||
| 139 | — | ISHARES TR - U.S. REAL ES ETF | — | $321K | 0.1% | 3,381 | +58% | |||
| 140 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $318K | 0.1% | 2,911 | -2% | |||
| 141 | $TXN | TEXAS INSTRUMENTS INC | Technology | $316K | 0.1% | 1,130 | -40% | |||
| 142 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $316K | 0.1% | 2,581 | -2% | |||
| 143 | $HUBS | HUBSPOT INC | Technology | $313K | 0.1% | 1,529 | New | |||
| 144 | $EQT | EQT Corp | Energy | $312K | 0.1% | 6,423 | -58% | |||
| 145 | $EXC | EXELON CORP | Utilities | $309K | 0.1% | 7,648 | +3% | |||
| 146 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $304K | 0.1% | 5,123 | +0.5% | |||
| 147 | $DUK | Duke Energy CORP | Utilities | $303K | 0.1% | 2,662 | +4% | |||
| 148 | — | ISHARES TR - CORE US AGGBD ET | — | $299K | 0.1% | 3,166 | -1% | |||
| 149 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $297K | 0.1% | 3,846 | New | |||
| 150 | — | ISHARES TR - CORE 80 20 ETF | — | $283K | 0.1% | 2,912 | +4% |
What changed in Q3 2026
Against the previous quarter's 13F: 9 new, 90 added to, 56 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
first bought this quarter
first bought this quarter
- T ROWE PRICE EXCHANGE-TRADED - FLOATING RATE$418K
first bought this quarter
$HUBSHUBSPOT INC$313K
first bought this quarter
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD$297K
first bought this quarter
- JANUS DETROIT STR TR - HENDRSON AAA CL$226K
first bought this quarter
+3 more in the Excel export
Added to (90)
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+742%
now $2.5M
- ISHARES TR - CORE S&P500 ETF+16%
now $11.8M
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF+72%
now $3.6M
- VANGUARD WHITEHALL FDS - HIGH DIV YLD+34%
now $4.3M
- ISHARES TR - CORE DIV GRWTH+25%
now $5.4M
now $8.1M · held 8+ qtrs, 4 adds in a row
+84 more in the Excel export
Trimmed (56)
$METAMeta Platforms, Inc.-23%
now $1.8M · held 8+ qtrs
$EQTEQT Corp-58%
now $312K · held 7 qtrs, 2 trims in a row
now $2.7M · held 6 qtrs, 2 trims in a row
$MRKMerck & Co., Inc.-10%
now $2.6M · held 8+ qtrs
now $3.6M · held 8+ qtrs
$AMGNAMGEN INC-24%
now $839K · held 8+ qtrs
+50 more in the Excel export
Holdings by quarter
Every 13F Riverbend Wealth Management, LLC has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow Riverbend Wealth Management?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Riverbend Wealth Management's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-3.1%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 13% over the last 4
Top 10 weight
31%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Riverbend Wealth Management, LLC disclosed 171 positions worth $220.0M in its Form 13F-HR for Q3 2026 — $215.0M in common stock plus $5.0M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $WT and $AAPL. During the quarter the fund opened 9 new positions and exited 13 — including a new stake in $NTRA. The portfolio is most concentrated in Other (45.2% of disclosed assets). All figures are sourced directly from Riverbend Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2055570.
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