Holdings
Riverbend Wealth Management, LLC
As of Sep 30, 2026, Riverbend Wealth Management, LLC reported 162 positions worth US$210M. Largest: iShares Core S&P 500 ETF, WisdomTree US Quality Dividend Growth Fund and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares Core S&P 500 ETF | 15,472 | US$11.8M | new | Sep 30, 2026 |
| WisdomTree US Quality Dividend Growth Fund | 96,235 | US$9.36M | new | Sep 30, 2026 |
| Apple Inc | 24,906 | US$8.29M | +86 | Sep 30, 2026 |
| Invesco QQQ Trust | 10,992 | US$8.13M | new | Sep 30, 2026 |
| Nvidia Corporation | 25,936 | US$5.92M | −64 | Sep 30, 2026 |
| Microsoft Corp. | 11,088 | US$5.69M | −232 | Sep 30, 2026 |
| iShares Core Dividend Growth ETF | 71,162 | US$5.36M | new | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 14,919 | US$5.12M | −869 | Sep 30, 2026 |
| Vanguard High Dividend Yield Index ETF | 27,578 | US$4.28M | new | Sep 30, 2026 |
| ALPS/SMITH Core Plus Bond ETF | 167K | US$4.09M | new | Sep 30, 2026 |