Investor
Riverbend Wealth Management, LLC
CIK 0002055570 · filed 2026-04-22 · SEC filing
13F book
$174.6M
Positions
149
8 new · 7 sold
Largest name
4.7%
Ishares Tr
Est. mark
−$3.26M
Price effect on 141 names still held. Flow $5.28M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 12.5K | $8.19M | 4.7% | −$386.5K | Added−$160.5K |
| Wisdomtree Tr | — | 84.1K | $7.39M | 4.2% | −$128.5K | Added$158.3K |
| Apple Inc. | AAPL | 24K | $6.09M | 3.5% | −$430K | Added−$375.2K |
| Invesco Qqq Tr | — | 8.93K | $5.15M | 3.0% | −$320.9K | Added−$157.5K |
| Alps Etf Tr | — | 194.2K | $5M | 2.9% | −$53.4K | Added$579.7K |
| Nvidia Corp | NVDA | 24K | $4.19M | 2.4% | −$281.2K | Added−$144.1K |
| Ishares Tr | — | 53.5K | $3.76M | 2.2% | $39.4K | Added$158.6K |
| Microsoft Corp | MSFT | 9.77K | $3.62M | 2.1% | −$988.5K | Added−$597.9K |
| Broadcom Inc. | AVGO | 10.3K | $3.17M | 1.8% | −$372.5K | Added−$346.8K |
| Alphabet Inc | — | 10.7K | $3.08M | 1.8% | −$272.2K | Cut−$770.4K |
| Amazon Com Inc | AMZN | 14.4K | $3.01M | 1.7% | −$309.2K | Added−$159.2K |
| Vanguard Whitehall Fds | — | 19.4K | $2.87M | 1.6% | $85.7K | Added$181.8K |
| J P Morgan Exchange Traded F | — | 49.2K | $2.79M | 1.6% | −$24.9K | Added$247.9K |
| Berkshire Hathaway Inc Del | — | 5.57K | $2.67M | 1.5% | −$127.9K | Added−$75.2K |
| Invesco Exchange Traded Fd T | — | 13.4K | $2.58M | 1.5% | $4.65K | Added$139.8K |
| Ishares Tr | — | 16.3K | $2.33M | 1.3% | −$99.8K | Added−$43.9K |
| Merck & Co., Inc. | MRK | 18.7K | $2.25M | 1.3% | $259.5K | Added$429.4K |
| Pimco Etf Tr | — | 84.4K | $2.21M | 1.3% | −$35.8K | Added$224.1K |
| Vanguard Scottsdale Fds | — | 25.9K | $2.14M | 1.2% | −$24.7K | Added$65.9K |
| Jpmorgan Chase & Co. | — | 7.23K | $2.13M | 1.2% | −$191.4K | Added−$71.1K |
| Fidelity Merrimack Str Tr | — | 44.5K | $2.03M | 1.2% | −$18.1K | Added$45.2K |
| Franklin Templeton Etf Tr | — | 36K | $1.98M | 1.1% | −$44.3K | Added$105.9K |
| Dimensional Etf Trust | — | 47.5K | $1.85M | 1.1% | −$33.5K | Added$33.9K |
| Eli Lilly & Co | LLY | 1.86K | $1.71M | 1.0% | −$277.6K | Added−$212.3K |
| Walmart Inc. | WMT | 13.7K | $1.71M | 1.0% | $165.1K | Added$278.1K |
| Vanguard Index Fds | — | 5.79K | $1.66M | 1.0% | −$17K | Added$47.4K |
| Meta Platforms, Inc. | META | 2.84K | $1.62M | 0.9% | −$240.8K | Added−$183.1K |
| Vanguard World Fd | — | 2.1K | $1.46M | 0.8% | −$114.5K | Added−$75.4K |
| Spdr S&P 500 Etf Tr | — | 2.21K | $1.44M | 0.8% | −$69.8K | Added−$64.6K |
| Ishares Tr | — | 18.6K | $1.38M | 0.8% | $53K | Added$95.6K |
| Citigroup Inc | — | 11.9K | $1.35M | 0.8% | −$39K | Cut−$482.1K |
| Fidelity Covington Trust | — | 29.7K | $1.33M | 0.8% | $17K | Added$57.2K |
| Johnson & Johnson | JNJ | 5.44K | $1.33M | 0.8% | $197K | Added$241.4K |
| First Tr Exchng Traded Fd Vi | — | 39.1K | $1.32M | 0.8% | −$18.5K | Added$27.9K |
| American Express Co | AXP | 4.23K | $1.28M | 0.7% | −$284.9K | Cut−$327.1K |
| Alphabet Inc | — | 4.32K | $1.24M | 0.7% | −$113.2K | Added−$78.8K |
| RTX Corp | RTX | 6.36K | $1.23M | 0.7% | $57.4K | Added$118.6K |
| Vanguard Bd Index Fds | — | 15.6K | $1.23M | 0.7% | −$6.05K | Added$29.6K |
| Eqt Corp | EQT | 18.9K | $1.2M | 0.7% | $155.6K | Added$374.1K |
| Bank America Corp | — | 24.2K | $1.18M | 0.7% | −$151.5K | Cut−$213.8K |
| Exxon Mobil Corp | — | 6.65K | $1.13M | 0.6% | $327.9K | Cut$297.3K |
| Netflix Inc | NFLX | 11.6K | $1.12M | 0.6% | $27.8K | Cut−$78.5K |
| Dell Technologies Inc. | DELL | 6.79K | $1.11M | 0.6% | $246.3K | Added$304.2K |
| Ishares Gold Tr | — | 12.1K | $1.07M | 0.6% | $84.3K | Added$88.8K |
| Dimensional World Equity | — | 13.9K | $1.03M | 0.6% | −$2.81K | Cut−$43.9K |
| GE Vernova Inc. | GEV | 1.09K | $950.5K | 0.5% | $189.9K | Added$383.7K |
| Dimensional Etf Trust | — | 22.2K | $936.7K | 0.5% | −$7.07K | Added$51.7K |
| Columbia Etf Tr I | — | 23.7K | $924.8K | 0.5% | −$42.7K | Added−$13.6K |
| Crh Plc | — | 8.71K | $915.5K | 0.5% | −$165K | Added−$130.6K |
| Booking Holdings Inc. | BKNG | 215 | $903.3K | 0.5% | −$240.6K | Added−$206.9K |
| Pepsico Inc | PEP | 5.59K | $867.6K | 0.5% | $61.8K | Added$112.9K |
| Ishares Tr | — | 5.4K | $855.6K | 0.5% | −$39.7K | Held |
| Ishares Tr | — | 8.26K | $854.2K | 0.5% | $8.21K | Added$46.2K |
| Amgen Inc | AMGN | 2.43K | $853.5K | 0.5% | $56.7K | Added$94K |
| Uber Technologies, Inc | UBER | 11.8K | $851.3K | 0.5% | −$115.7K | Cut−$158.6K |
| Procter And Gamble Co | PG | 5.89K | $850.4K | 0.5% | $6.17K | Added$78.5K |
| Constellation Energy Corp | CEG | 3.03K | $846.5K | 0.5% | −$201.4K | Added−$114.2K |
| AbbVie Inc. | ABBV | 3.85K | $838.1K | 0.5% | −$39.4K | Added$20.7K |
| Chevron Corp New | CVX | 4.03K | $832.8K | 0.5% | $219.2K | Cut$207K |
| Home Depot, Inc. | HD | 2.51K | $825.3K | 0.5% | −$34.4K | Added$47.5K |
| Direxion Shs Etf Tr | — | 24.4K | $818.2K | 0.5% | $93.5K | Added$125.3K |
| Blackrock Etf Trust | — | 13.6K | $791.6K | 0.5% | −$34.5K | Added−$5.97K |
| Spdr Series Trust | — | 29.1K | $744.5K | 0.4% | −$3.55K | Added$41.9K |
| General Dynamics Corp | GD | 2.15K | $737.8K | 0.4% | $13.5K | Added$43.3K |
| Ishares Tr | — | 3.47K | $732.2K | 0.4% | −$3.25K | Added$5.62K |
| Amphenol Corp New | — | 5.76K | $728.3K | 0.4% | — | New |
| Vanguard Specialized Funds | — | 3.32K | $714.4K | 0.4% | −$15.2K | Added$6.12K |
| Truist Finl Corp | — | 15.5K | $712K | 0.4% | −$50.2K | Cut−$54.2K |
| Mastercard Inc | MA | 1.41K | $702.9K | 0.4% | −$100.5K | Cut−$248.9K |
| Cheniere Energy, Inc. | LNG | 2.46K | $697.9K | 0.4% | $212K | Added$236.9K |
| Coca Cola Co | KO | 9.05K | $688.4K | 0.4% | $52.7K | Added$87.7K |
| Phillips 66 | PSX | 3.66K | $666.6K | 0.4% | $194.4K | Cut$189.5K |
| Morgan Stanley | — | 4.02K | $661.4K | 0.4% | −$52K | Cut−$190.1K |
| Ishares Tr | — | 5K | $660.5K | 0.4% | −$36.2K | Held |
| Ishares Tr | — | 11.5K | $659.4K | 0.4% | $51.7K | Added$64.7K |
| Fifth Third Bancorp | — | 14K | $649.7K | 0.4% | −$4.88K | Added−$3.63K |
| BlackRock, Inc. | BLK | 671 | $645.7K | 0.4% | −$69.1K | Added−$37.3K |
| Wells Fargo Co New | — | 7.28K | $579.7K | 0.3% | −$52.9K | Added$217.5K |
| Ishares Tr | — | 3K | $568.8K | 0.3% | $25.1K | Held |
| Pimco Equity Ser | — | 14K | $557.2K | 0.3% | $19.1K | Added$29.5K |
| Ishares Tr | — | 11.1K | $554.9K | 0.3% | $299 | Added$60.5K |
| Spdr Dow Jones Indl Average | — | 1.19K | $551.5K | 0.3% | −$21K | Added−$19.6K |
| Ishares Tr | — | 5.81K | $545.4K | 0.3% | −$13.1K | Added$9.8K |
| Proshares Tr | — | 5.02K | $532.3K | 0.3% | $9.75K | Held |
| Ishares Tr | — | 4K | $530K | 0.3% | $3.64K | Held |
| Ishares Invest Grd Sys | — | 11.7K | $528.3K | 0.3% | −$6.43K | Added$41.5K |
| Vanguard Intl Equity Index F | — | 6.76K | $507.9K | 0.3% | $10.4K | Cut$3.27K |
| Cisco Sys Inc | — | 6.53K | $506.6K | 0.3% | $3.63K | Cut−$3.84K |
| Vanguard Index Fds | — | 1.57K | $504.7K | 0.3% | −$19.8K | Added$46.9K |
| Boeing Co | — | 2.53K | $504.2K | 0.3% | — | New |
| Bristol-Myers Squibb Co | — | 8.28K | $502.1K | 0.3% | $55.6K | Cut$50.9K |
| Caterpillar Inc | CAT | 681 | $482.7K | 0.3% | $92.7K | Cut$53.1K |
| Vanguard Index Fds | — | 787 | $470.3K | 0.3% | −$19.2K | Added$58.5K |
| Lockheed Martin Corp | LMT | 766 | $463.2K | 0.3% | $92.9K | Cut$80.3K |
| Ishares Tr | — | 1.07K | $456.2K | 0.3% | −$50K | Added−$49.1K |
| Vanguard Growth Etf | — | 1.01K | $443.4K | 0.3% | −$51.6K | Added−$49.4K |
| Digital Rlty Tr Inc | — | 2.35K | $424.4K | 0.2% | $57K | Added$78.5K |
| Altria Group, Inc. | MO | 6.41K | $423K | 0.2% | $53.4K | Cut$49.4K |
| Ishares Tr | — | 2.17K | $416.9K | 0.2% | −$14.6K | Cut−$21.4K |
| Thermo Fisher Scientific Inc. | TMO | 835 | $410.7K | 0.2% | −$70.8K | Added−$56.5K |
| Texas Instrs Inc | — | 2.07K | $402.6K | 0.2% | $41.2K | Added$56.5K |
| Goldman Sachs Group Inc | — | 468 | $396.2K | 0.2% | −$14.3K | Added$17.9K |
| Analog Devices Inc | ADI | 1.25K | $396.1K | 0.2% | $57.2K | Added$65.8K |
| Ishares Tr | — | 1.17K | $385.8K | 0.2% | $30.5K | Added$52.8K |
| Ishares Tr | — | 4.45K | $385.6K | 0.2% | $8.73K | Added$16.4K |
| United Bankshares Inc West V | — | 9.28K | $384.2K | 0.2% | $24.8K | Added$69.2K |
| Newmont Corp | — | 3.53K | $381.8K | 0.2% | — | New |
| Ishares Tr | — | 3.3K | $359.7K | 0.2% | −$3.99K | Cut−$48.9K |
| Amplify Etf Tr | — | 7.93K | $355.9K | 0.2% | $2.62K | Added$22.8K |
| Mckesson Corp | MCK | 410 | $355K | 0.2% | $15.9K | Added$71.3K |
| Honeywell Intl Inc | — | 1.56K | $353K | 0.2% | $40.8K | Added$95.5K |
| Ishares Tr | — | 3.29K | $349.9K | 0.2% | −$657 | Held |
| L3harris Technologies Inc | — | 997 | $344.3K | 0.2% | $51.5K | Cut$25.3K |
| Lowes Cos Inc | — | 1.44K | $340.1K | 0.2% | −$7.03K | Added−$1.36K |
| Costco Whsl Corp New | — | 340 | $339.3K | 0.2% | $42.2K | Added$71.1K |
| Ishares Tr | — | 1.58K | $337.9K | 0.2% | $5.29K | Cut−$24.6K |
| Vanguard Malvern Fds | — | 6.75K | $337.1K | 0.2% | $3.03K | Added$31.8K |
| Medtronic Plc | MDT | 3.89K | $336.8K | 0.2% | −$34.5K | Added−$15.6K |
| Hartford Insurance Group Inc | — | 2.42K | $327.1K | 0.2% | −$5.96K | Added$10.3K |
| Asml Holding N V | — | 245 | $323.8K | 0.2% | $61.5K | Cut$60.5K |
| Ishares Tr | — | 2.6K | $323.7K | 0.2% | $10.8K | Held |
| Duke Energy Corp New | — | 2.46K | $322.3K | 0.2% | $31.1K | Added$56.3K |
| Ishares Tr | — | 3.2K | $317.4K | 0.2% | −$2.03K | Added−$1.93K |
| Advanced Micro Devices Inc | AMD | 1.55K | $315.9K | 0.2% | −$16.3K | Added−$7.13K |
| Consolidated Edison Inc | ED | 2.79K | $315.8K | 0.2% | $35.6K | Added$61.5K |
| Vanguard Intl Equity Index F | — | 2.26K | $312.4K | 0.2% | −$6.23K | Cut−$6.79K |
| Freeport-Mcmoran Inc | FCX | 5.31K | $312K | 0.2% | $42.4K | Cut$4.59K |
| Exelon Corp | EXC | 6.33K | $310.2K | 0.2% | $31.5K | Added$57.6K |
| Wisdomtree Tr | — | 6.95K | $306.6K | 0.2% | $3.89K | Added$8.96K |
| Ishares Tr | — | 3.59K | $300.4K | 0.2% | $3.81K | Added$12.2K |
| Dimensional Etf Trust | — | 8.39K | $289.8K | 0.2% | $12.3K | Added$12.4K |
| American Centy Etf Tr | — | 2.87K | $286.9K | 0.2% | $17K | Cut$995 |
| Spdr Series Trust | — | 9.1K | $280K | 0.2% | $384 | Added$28.4K |
| Ishares Tr | — | 5.73K | $264.5K | 0.2% | −$1.98K | Added$2.45K |
| Nextera Energy Inc | — | 2.82K | $261.5K | 0.1% | $33.8K | Added$46.3K |
| Ishares Tr | — | 2.31K | $260.8K | 0.1% | −$22.2K | Added−$7.95K |
| Vanguard Intl Equity Index F | — | 4.82K | $260.7K | 0.1% | $1.36K | Added$8.01K |
| Ishares Tr | — | 2.46K | $260.7K | 0.1% | −$2.34K | Added$2.75K |
| Taiwan Semiconductor Mfg Ltd | — | 706 | $238.6K | 0.1% | $22.5K | Added$37.7K |
| Illinois Tool Wks Inc | — | 861 | $224K | 0.1% | — | New |
| Allstate Corp | — | 1.07K | $222.6K | 0.1% | −$771 | Added$21K |
| Schwab Charles Corp | — | 2.34K | $220.3K | 0.1% | −$13K | Added$555 |
| Tapestry, Inc. | TPR | 1.56K | $220.2K | 0.1% | — | New |
| Ishares Tr | — | 2.48K | $219.2K | 0.1% | −$2.56K | Added$9.12K |
| Fedex Corp | FDX | 583 | $207.7K | 0.1% | — | New |
| Ishares Tr | — | 4.42K | $205.5K | 0.1% | −$6.99K | Added$1.34K |
| United Rentals, Inc. | URI | 275 | $200.4K | 0.1% | — | New |
| Compass, Inc. | COMP | 17.4K | $127.2K | 0.1% | — | New |
| American Axle & Mfg Hldgs In | DCH | 10K | $59.3K | 0.0% | −$4.8K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.