Riverbend Wealth Management, LLC
CIK: 0002055570SEC EDGAR →
Portfolio Value
$161.1B
Holdings
148
As of
Q4 2025
New Positions
148
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 12,187 | $8.3B | 5.18% |
| 2 | AAPLPut APPLE INC | 28,890 | $7.9B | 4.88% |
| 3 | WISDOMTREE TR | 80,847 | $7.2B | 4.49% |
| 4 | INVESCO QQQ TR | 8,646 | $5.3B | 3.30% |
| 5 | NVDAPut NVIDIA CORPORATION | 25,734 | $4.8B | 2.98% |
| 6 | ALPS ETF TR | 169,593 | $4.4B | 2.74% |
| 7 | MICROSOFT CORP | 8,712 | $4.2B | 2.62% |
| 8 | ALPHABET INC | 12,289 | $3.8B | 2.39% |
| 9 | ISHARES TR | 51,820 | $3.6B | 2.23% |
| 10 | BROADCOM INC | 10,174 | $3.5B | 2.19% |
Quarterly Changes
New Positions (148)
$8.3B · 12K shares
$7.9B · 29K shares
$7.2B · 81K shares
$5.3B · 9K shares
$4.8B · 26K shares
$4.4B · 170K shares
$4.2B · 9K shares
$3.8B · 12K shares
$3.6B · 52K shares
$3.5B · 10K shares
$3.2B · 14K shares
$2.7B · 5K shares
$2.7B · 19K shares
$2.5B · 44K shares
$2.4B · 13K shares
$2.4B · 16K shares
$2.4B · 2K shares
$2.2B · 7K shares
$2.1B · 25K shares
$2.0B · 75K shares
$2.0B · 43K shares
$1.9B · 33K shares
$1.8B · 16K shares
$1.8B · 17K shares
$1.8B · 46K shares
$1.8B · 3K shares
$1.6B · 6K shares
$1.6B · 4K shares
$1.5B · 2K shares
$1.5B · 2K shares
$1.4B · 13K shares
$1.4B · 25K shares
$1.3B · 4K shares
$1.3B · 38K shares
$1.3B · 18K shares
$1.3B · 29K shares
$1.2B · 13K shares
$1.2B · 15K shares
$1.1B · 207 shares
$1.1B · 6K shares
$1.1B · 5K shares
$1.1B · 15K shares
$1.0B · 8K shares
$1.0B · 12K shares
$979.0M · 12K shares
$960.0M · 3K shares
$951.0M · 2K shares
$938.0M · 23K shares
$895.0M · 5K shares
$885.0M · 21K shares
$851.0M · 5K shares
$830.0M · 15K shares
$830.0M · 7K shares
$817.0M · 4K shares
$812.0M · 3K shares
$810.0M · 6K shares
$808.0M · 8K shares
$797.0M · 13K shares
$777.0M · 2K shares
$771.0M · 5K shares
$766.0M · 16K shares
$759.0M · 2K shares
$754.0M · 5K shares
$726.0M · 3K shares
$708.0M · 3K shares
$702.0M · 27K shares
$696.0M · 5K shares
$694.0M · 2K shares
$692.0M · 23K shares
$683.0M · 638 shares
$653.0M · 14K shares
$625.0M · 4K shares
$600.0M · 9K shares
$594.0M · 11K shares
$571.0M · 1K shares
$566.0M · 867 shares
$543.0M · 3K shares
$535.0M · 6K shares
$527.0M · 14K shares
$526.0M · 4K shares
$522.0M · 5K shares
$510.0M · 7K shares
$505.0M · 1K shares
$504.0M · 7K shares
$494.0M · 10K shares
$492.0M · 1K shares
$486.0M · 11K shares
$477.0M · 4K shares
$467.0M · 806 shares
$460.0M · 2K shares
$457.0M · 1K shares
$451.0M · 8K shares
$438.0M · 2K shares
$432.0M · 1K shares
$429.0M · 750 shares
$411.0M · 657 shares
$408.0M · 4K shares
$382.0M · 792 shares
$378.0M · 430 shares
$373.0M · 6K shares
$369.0M · 4K shares
$362.0M · 2K shares
$362.0M · 4K shares
$352.0M · 4K shares
$350.0M · 3K shares
$347.0M · 2K shares
$346.0M · 2K shares
$345.0M · 2K shares
$341.0M · 1K shares
$333.0M · 7K shares
$332.0M · 1K shares
$330.0M · 1K shares
$323.0M · 2K shares
$319.0M · 3K shares
$319.0M · 2K shares
$318.0M · 1K shares
$316.0M · 2K shares
$314.0M · 8K shares
$312.0M · 3K shares
$307.0M · 6K shares
$305.0M · 6K shares
$297.0M · 7K shares
$288.0M · 3K shares
$285.0M · 3K shares
$283.0M · 346 shares
$277.0M · 8K shares
$268.0M · 2K shares
$268.0M · 311 shares
$265.0M · 2K shares
$263.0M · 246 shares
$262.0M · 6K shares
$257.0M · 2K shares
$257.0M · 1K shares
$254.0M · 3K shares
$252.0M · 5K shares
$252.0M · 6K shares
$251.0M · 8K shares
$230.0M · 1K shares
$219.0M · 2K shares
$215.0M · 3K shares
$210.0M · 2K shares
$208.0M · 2K shares
$204.0M · 4K shares
$201.0M · 100 shares
$201.0M · 969 shares
$200.0M · 661 shares
$160.0M · 11K shares
$64.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 78 | $84.8B | 52.7% |
| Technology | 16 | $25.9B | 16.1% |
| Unknown | 10 | $13.5B | 8.4% |
| Communication Services | 5 | $8.4B | 5.2% |
| Healthcare | 9 | $8.4B | 5.2% |
| Consumer Cyclical | 6 | $6.8B | 4.2% |
| Consumer Defensive | 6 | $4.2B | 2.6% |
| Industrials | 7 | $3.3B | 2.0% |
| Energy | 5 | $3.2B | 2.0% |
| Utilities | 5 | $2.3B | 1.4% |
| Basic Materials | 1 | $307.0M | 0.2% |