Riverbend Wealth Management, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$161.1B
Holdings
148
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (148 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IXUSISHARES TR | 4,363 | $369.0M | 0.23% | |
| 102 | IWDISHARES TR | 1,723 | $362.0M | 0.22% | |
| 103 | WFCWELLS FARGO CO NEW | 3,886 | $362.0M | 0.22% | |
| 104 | MDTMEDTRONIC PLC | 3,669 | $352.0M | 0.22% | |
| 105 | SUBISHARES TR | 3,285 | $350.0M | 0.22% | |
| 106 | LULULULULEMON ATHLETICA INC | 1,672 | $347.0M | 0.22% | |
| 107 | TXNTEXAS INSTRS INC | 1,995 | $346.0M | 0.21% | |
| 108 | FQIDIGITAL RLTY TR INC | 2,236 | $345.0M | 0.21% | |
| 109 | LOWLOWES COS INC | 1,416 | $341.0M | 0.21% | |
| 110 | DIVOAMPLIFY ETF TR | 7,484 | $333.0M | 0.21% | |
| 111 | SOXXISHARES TR | 1,106 | $332.0M | 0.21% | |
| 112 | ADIANALOG DEVICES INC | 1,218 | $330.0M | 0.20% | |
| 113 | AMDADVANCED MICRO DEVICES INC | 1,508 | $323.0M | 0.20% | |
| 114 | AGGISHARES TR | 3,197 | $319.0M | 0.20% | |
| 115 | VTVANGUARD INTL EQUITY INDEX F | 2,263 | $319.0M | 0.20% | |
| 116 | LHXL3HARRIS TECHNOLOGIES INC | 1,086 | $318.0M | 0.20% | |
| 117 | HIGHARTFORD INSURANCE GROUP INC | 2,299 | $316.0M | 0.20% | |
| 118 | UBSIUNITED BANKSHARES INC WEST V | 8,202 | $314.0M | 0.19% | |
| 119 | IJRISHARES TR | 2,604 | $312.0M | 0.19% | |
| 120 | FCXFREEPORT-MCMORAN INC | 6,052 | $307.0M | 0.19% | |
| 121 | VTIPVANGUARD MALVERN FDS | 6,172 | $305.0M | 0.19% | |
| 122 | DDWMWISDOMTREE TR | 6,837 | $297.0M | 0.18% | |
| 123 | IDEVISHARES TR | 3,494 | $288.0M | 0.18% | |
| 124 | AVDVAMERICAN CENTY ETF TR | 3,043 | $285.0M | 0.18% | |
| 125 | MCKMCKESSON CORP | 346 | $283.0M | 0.18% | |
| 126 | DFEMDIMENSIONAL ETF TRUST | 8,385 | $277.0M | 0.17% | |
| 127 | IVWISHARES TR | 2,180 | $268.0M | 0.17% | |
| 128 | COSTCOSTCO WHSL CORP NEW | 311 | $268.0M | 0.17% | |
| 129 | DUKDUKE ENERGY CORP NEW | 2,269 | $265.0M | 0.16% | |
| 130 | ASMLASML HOLDING N V | 246 | $263.0M | 0.16% | |
| 131 | IUSBISHARES TR | 5,631 | $262.0M | 0.16% | |
| 132 | MUBISHARES TR | 2,408 | $257.0M | 0.16% | |
| 133 | HONHONEYWELL INTL INC | 1,320 | $257.0M | 0.16% | |
| 134 | EDCONSOLIDATED EDISON INC | 2,561 | $254.0M | 0.16% | |
| 135 | VWOVANGUARD INTL EQUITY INDEX F | 4,701 | $252.0M | 0.16% | |
| 136 | PEOEXELON CORP | 5,797 | $252.0M | 0.16% | |
| 137 | FLRNSPDR SERIES TRUST | 8,187 | $251.0M | 0.16% | |
| 138 | TMUST-MOBILE US INC | 1,136 | $230.0M | 0.14% | |
| 139 | SCHWSCHWAB CHARLES CORP | 2,200 | $219.0M | 0.14% | |
| 140 | NEENEXTERA ENERGY INC | 2,681 | $215.0M | 0.13% | |
| 141 | AOAISHARES TR | 2,345 | $210.0M | 0.13% | |
| 142 | ANETARISTA NETWORKS INC | 1,588 | $208.0M | 0.13% | |
| 143 | ARTYISHARES TR | 4,237 | $204.0M | 0.13% | |
| 144 | MLB1MERCADOLIBRE INC | 100 | $201.0M | 0.12% | |
| 145 | ALSALLSTATE CORP | 969 | $201.0M | 0.12% | |
| 146 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 661 | $200.0M | 0.12% | |
| 147 | HOUSANYWHERE REAL ESTATE INC | 11,352 | $160.0M | 0.10% | |
| 148 | DCHAMERICAN AXLE & MFG HLDGS IN | 10,008 | $64.0M | 0.04% |
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