Riverbend Wealth Management, LLC
Riverbend Wealth Management, LLC reported 176 holdings worth US$199M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Riverbend Wealth Management, LLC reported 176 holdings worth US$199M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 176
- Value as reported
- US$199M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 24,820 | US$7.18M | 3.6% |
| Alphabet Inc (google) Class C | 15,788 | US$5.64M | 2.8% |
| Nvidia Corporation | 26,000 | US$5.2M | 2.6% |
| Microsoft Corp. | 11,320 | US$4.22M | 2.1% |
| Broadcom Inc. | 10,504 | US$3.97M | 2.0% |
| Amazon.com, Inc. | 15,761 | US$3.76M | 1.9% |
| Berkshire Hathaway Inc. | 5,800 | US$2.9M | 1.5% |
| Merck & Company, Inc. | 20,277 | US$2.61M | 1.3% |
| Jp Morgan Chase & Co. | 7,606 | US$2.49M | 1.3% |
| Dell Technologies Inc. | 5,713 | US$2.47M | 1.2% |
| Eli Lilly And Company | 2,030 | US$2.44M | 1.2% |
| Meta Platforms, Inc. | 3,160 | US$1.78M | 0.89% |
| Citigroup, Inc. | 12,057 | US$1.69M | 0.85% |
| Walmart Inc. | 14,250 | US$1.61M | 0.81% |
| American Express Company | 4,500 | US$1.52M | 0.76% |
| Bank Of America Corporation | 25,953 | US$1.48M | 0.74% |
| Johnson & Johnson | 5,704 | US$1.45M | 0.73% |
| Abbvie Inc. | 5,397 | US$1.36M | 0.68% |
| Rtx Corporation | 6,924 | US$1.31M | 0.66% |
| Ge Vernova Inc. | 1,077 | US$1.27M | 0.64% |
| Amphenol Corporation | 6,828 | US$1.2M | 0.60% |
| Exxon Mobil Corporation | 7,902 | US$1.08M | 0.54% |
| General Dynamics Corporation | 2,926 | US$1.04M | 0.52% |
| Booking Holdings Inc. Common Stock | 5,788 | US$1.03M | 0.52% |
| Lam Research Corporation | 2,244 | US$972K | 0.49% |
| Asml Holding Nv | 482 | US$960K | 0.48% |
| Amgen Inc. | 2,610 | US$945K | 0.47% |
| Advanced Micro Devices Inc | 1,594 | US$926K | 0.47% |
| Netflix, Inc. | 12,878 | US$919K | 0.46% |
| Uber Technologies, Inc. | 12,365 | US$892K | 0.45% |
| Morgan Stanley | 4,131 | US$864K | 0.43% |
| Micron Technology, Inc. | 718 | US$829K | 0.42% |
| Eqt Corporation | 15,173 | US$807K | 0.41% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,666 | US$796K | 0.40% |
| Coca-cola Company (the) | 9,788 | US$795K | 0.40% |
| Fifth Third Bancorp | 14,001 | US$789K | 0.40% |
| Truist Financial Corporation | 15,657 | US$780K | 0.39% |
| Boeing Company (the) | 3,404 | US$737K | 0.37% |
| Cisco Systems, Inc. | 6,157 | US$723K | 0.36% |
| Mastercard Incorporated | 1,374 | US$706K | 0.35% |
| Pepsico, Inc. | 5,207 | US$705K | 0.35% |
| Blackrock, Inc. | 714 | US$687K | 0.34% |
| Chevron Corporation | 4,092 | US$678K | 0.34% |
| Wells Fargo & Company | 7,887 | US$652K | 0.33% |
| Constellation Energy Corporation | 2,581 | US$641K | 0.32% |
| Procter & Gamble Company (the) | 4,206 | US$617K | 0.31% |
| Caterpillar, Inc. | 576 | US$613K | 0.31% |
| Cheniere Energy, Inc. | 2,556 | US$611K | 0.31% |
| Altria Group, Inc. | 8,051 | US$579K | 0.29% |
| Texas Instruments Incorporated | 1,884 | US$562K | 0.28% |
| Astera Labs, Inc. | 1,128 | US$545K | 0.27% |
| Goldman Sachs Group, Inc. (the) | 512 | US$518K | 0.26% |
| Mckesson Corporation | 671 | US$507K | 0.25% |
| Cummins Inc. | 711 | US$507K | 0.25% |
| Thermo Fisher Scientific Inc | 930 | US$466K | 0.23% |
| Analog Devices, Inc. | 1,141 | US$453K | 0.23% |
| Lockheed Martin Corporation | 871 | US$444K | 0.22% |
| Digital Realty Trust, Inc. | 2,439 | US$438K | 0.22% |
| Philip Morris International Inc | 2,377 | US$430K | 0.22% |
| United Bankshares, Inc. | 9,286 | US$426K | 0.21% |
| Newmont Corporation | 3,950 | US$369K | 0.19% |
| Consolidated Edison, Inc. | 3,281 | US$363K | 0.18% |
| Costco Wholesale Corporation | 377 | US$352K | 0.18% |
| Exelon Corporation | 7,459 | US$348K | 0.17% |
| The Hartford Insurance Group, Inc. | 2,622 | US$347K | 0.17% |
| Freeport-mcmoran, Inc. | 5,271 | US$331K | 0.17% |
| Duke Energy Corporation (holding Company) | 2,567 | US$325K | 0.16% |
| Lowe's Companies, Inc. | 1,434 | US$316K | 0.16% |
| United Rentals, Inc. | 269 | US$305K | 0.15% |
| Phillips 66 | 1,775 | US$300K | 0.15% |
| L3harris Technologies, Inc. | 1,027 | US$298K | 0.15% |
| Allstate Corporation (the) | 1,231 | US$293K | 0.15% |
| Tesla, Inc. | 692 | US$291K | 0.15% |
| Illinois Tool Works Inc. | 1,037 | US$281K | 0.14% |
| Nextera Energy, Inc. | 3,124 | US$274K | 0.14% |
| Celestica Inc. | 711 | US$259K | 0.13% |
| Applied Materials, Inc. | 352 | US$254K | 0.13% |
| Charles Schwab Corporation (the) | 2,698 | US$249K | 0.13% |
| Compass, Inc. | 19,401 | US$239K | 0.12% |
| Arista Networks, Inc. | 1,383 | US$235K | 0.12% |
| Xcel Energy Inc. | 2,694 | US$216K | 0.11% |
| Tapestry, Inc. | 1,464 | US$214K | 0.11% |
| Intel Corporation | 1,529 | US$213K | 0.11% |
| Snowflake Inc. | 833 | US$212K | 0.11% |
| Marvell Technology, Inc. | 688 | US$205K | 0.10% |
| Credo Technology Group Holding Ltd | 752 | US$205K | 0.10% |
| Ameriprise Financial, Inc. | 445 | US$204K | 0.10% |
| Qualcomm Incorporated | 1,105 | US$204K | 0.10% |
| Dauch Corporation | 10,008 | US$54,243 | 0.03% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Bristol-myers Squibb Company | 0 | US$0 | 0.00% |
| Fedex Corporation | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
Source
View original at SEC
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