Riverbend Wealth Management, LLC
CIK: 0002055570SEC EDGAR →
Portfolio Value
$161.1M
Holdings
148
As of
Q4 2025
New Positions
148
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 12,187 | $8.3M | 5.18% |
| 2 | AAPLPut APPLE INC | 28,890 | $7.9M | 4.88% |
| 3 | WISDOMTREE TR | 80,847 | $7.2M | 4.49% |
| 4 | INVESCO QQQ TR | 8,646 | $5.3M | 3.30% |
| 5 | NVDAPut NVIDIA CORPORATION | 25,734 | $4.8M | 2.98% |
| 6 | ALPS ETF TR | 169,593 | $4.4M | 2.74% |
| 7 | MICROSOFT CORP | 8,712 | $4.2M | 2.62% |
| 8 | ALPHABET INC | 12,289 | $3.8M | 2.39% |
| 9 | ISHARES TR | 51,820 | $3.6M | 2.23% |
| 10 | BROADCOM INC | 10,174 | $3.5M | 2.19% |
Quarterly Changes
New Positions (148)
$8.3M · 12K shares
$7.9M · 29K shares
$7.2M · 81K shares
$5.3M · 9K shares
$4.8M · 26K shares
$4.4M · 170K shares
$4.2M · 9K shares
$3.8M · 12K shares
$3.6M · 52K shares
$3.5M · 10K shares
$3.2M · 14K shares
$2.7M · 5K shares
$2.7M · 19K shares
$2.5M · 44K shares
$2.4M · 13K shares
$2.4M · 16K shares
$2.4M · 2K shares
$2.2M · 7K shares
$2.1M · 25K shares
$2.0M · 75K shares
$2.0M · 43K shares
$1.9M · 33K shares
$1.8M · 16K shares
$1.8M · 17K shares
$1.8M · 46K shares
$1.8M · 3K shares
$1.6M · 6K shares
$1.6M · 4K shares
$1.5M · 2K shares
$1.5M · 2K shares
$1.4M · 13K shares
$1.4M · 25K shares
$1.3M · 4K shares
$1.3M · 38K shares
$1.3M · 18K shares
$1.3M · 29K shares
$1.2M · 13K shares
$1.2M · 15K shares
$1.1M · 207 shares
$1.1M · 6K shares
$1.1M · 5K shares
$1.1M · 15K shares
$1.0M · 8K shares
$1.0M · 12K shares
$979K · 12K shares
$960K · 3K shares
$951K · 2K shares
$938K · 23K shares
$895K · 5K shares
$885K · 21K shares
$851K · 5K shares
$830K · 15K shares
$830K · 7K shares
$817K · 4K shares
$812K · 3K shares
$810K · 6K shares
$808K · 8K shares
$797K · 13K shares
$777K · 2K shares
$771K · 5K shares
$766K · 16K shares
$759K · 2K shares
$754K · 5K shares
$726K · 3K shares
$708K · 3K shares
$702K · 27K shares
$696K · 5K shares
$694K · 2K shares
$692K · 23K shares
$683K · 638 shares
$653K · 14K shares
$625K · 4K shares
$600K · 9K shares
$594K · 11K shares
$571K · 1K shares
$566K · 867 shares
$543K · 3K shares
$535K · 6K shares
$527K · 14K shares
$526K · 4K shares
$522K · 5K shares
$510K · 7K shares
$505K · 1K shares
$504K · 7K shares
$494K · 10K shares
$492K · 1K shares
$486K · 11K shares
$477K · 4K shares
$467K · 806 shares
$460K · 2K shares
$457K · 1K shares
$451K · 8K shares
$438K · 2K shares
$432K · 1K shares
$429K · 750 shares
$411K · 657 shares
$408K · 4K shares
$382K · 792 shares
$378K · 430 shares
$373K · 6K shares
$369K · 4K shares
$362K · 2K shares
$362K · 4K shares
$352K · 4K shares
$350K · 3K shares
$347K · 2K shares
$346K · 2K shares
$345K · 2K shares
$341K · 1K shares
$333K · 7K shares
$332K · 1K shares
$330K · 1K shares
$323K · 2K shares
$319K · 3K shares
$319K · 2K shares
$318K · 1K shares
$316K · 2K shares
$314K · 8K shares
$312K · 3K shares
$307K · 6K shares
$305K · 6K shares
$297K · 7K shares
$288K · 3K shares
$285K · 3K shares
$283K · 346 shares
$277K · 8K shares
$268K · 2K shares
$268K · 311 shares
$265K · 2K shares
$263K · 246 shares
$262K · 6K shares
$257K · 2K shares
$257K · 1K shares
$254K · 3K shares
$252K · 5K shares
$252K · 6K shares
$251K · 8K shares
$230K · 1K shares
$219K · 2K shares
$215K · 3K shares
$210K · 2K shares
$208K · 2K shares
$204K · 4K shares
$201K · 100 shares
$201K · 969 shares
$200K · 661 shares
$160K · 11K shares
$64K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 78 | $84.8M | 52.7% |
| Technology | 16 | $25.9M | 16.1% |
| Unknown | 10 | $13.5M | 8.4% |
| Communication Services | 5 | $8.4M | 5.2% |
| Healthcare | 9 | $8.4M | 5.2% |
| Consumer Cyclical | 6 | $6.8M | 4.2% |
| Consumer Defensive | 6 | $4.2M | 2.6% |
| Industrials | 7 | $3.3M | 2.0% |
| Energy | 5 | $3.2M | 2.0% |
| Utilities | 5 | $2.3M | 1.4% |
| Basic Materials | 1 | $307K | 0.2% |