Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Riverbend Wealth Management, LLC (CIK 2055570) reported $174.6M across 146 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($19.0M, 10.91%), IVV ($8.2M, 4.69%), DGRW ($7.4M, 4.23%), QQQ ($5.2M, 2.95%), SMTH ($5.0M, 2.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $19.0M | 10.91% | 75,006 | Added |
| 2 | IVV | ISHARES TR | $8.2M | 4.69% | 12,533 | Added |
| 3 | DGRW | WISDOMTREE TR | $7.4M | 4.23% | 84,112 | Added |
| 4 | QQQ | INVESCO QQQ TR | $5.2M | 2.95% | 8,929 | Added |
| 5 | SMTH | ALPS ETF TR | $5.0M | 2.86% | 194,177 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $4.6M | 2.65% | 26,520 | Added |
| 7 | DGRO | ISHARES TR | $3.8M | 2.15% | 53,518 | Added |
| 8 | MSFT | MICROSOFT CORP | $3.6M | 2.07% | 9,767 | Added |
| 9 | AVGO | BROADCOM INC | $3.2M | 1.82% | 10,257 | Added |
| 10 | GOOGL | ALPHABET INC | $3.1M | 1.76% | 10,697 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $3.0M | 1.72% | 14,433 | Added |
| 12 | VYM | VANGUARD WHITEHALL FDS | $2.9M | 1.64% | 19,352 | Added |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.8M | 1.60% | 49,229 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.7M | 1.53% | 5,567 | Added |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $2.6M | 1.48% | 13,436 | Added |
| 16 | ITOT | ISHARES TR | $2.3M | 1.33% | 16,346 | Added |
| 17 | MRK | MERCK & CO INC | $2.2M | 1.29% | 18,681 | Added |
| 18 | PYLD | PIMCO ETF TR | $2.2M | 1.27% | 84,434 | Added |
| 19 | VCIT | VANGUARD SCOTTSDALE FDS | $2.1M | 1.23% | 25,863 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $2.1M | 1.22% | 7,228 | Added |
| 21 | LLY | ELI LILLY & CO | $2.1M | 1.19% | 2,259 | Added |
| 22 | FBND | FIDELITY MERRIMACK STR TR | $2.0M | 1.16% | 44,499 | Added |
| 23 | FLQM | FRANKLIN TEMPLETON ETF TR | $2.0M | 1.13% | 36,037 | Added |
| 24 | DFAC | DIMENSIONAL ETF TRUST | $1.8M | 1.06% | 47,521 | Added |
| 25 | WMT | WALMART INC | $1.7M | 0.98% | 13,734 | Added |
Source: SEC Form 13F filings · as of 2026-03-31