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 $199.1M across 173 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($10.0M, 5.03%), AAPL ($8.7M, 4.35%), DGRW ($8.5M, 4.26%), QQQ ($7.0M, 3.54%), NVDA ($5.7M, 2.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $10.0M | 5.03% | 13,369 | Added |
| 2 | AAPL | APPLE INC | $8.7M | 4.35% | 29,920 | Trimmed |
| 3 | DGRW | WISDOMTREE TR | $8.5M | 4.26% | 88,670 | Added |
| 4 | QQQ | INVESCO QQQ TR | $7.0M | 3.54% | 9,561 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $5.7M | 2.86% | 28,500 | Added |
| 6 | SMTH | ALPS ETF TR | $4.4M | 2.19% | 169,716 | Trimmed |
| 7 | DGRO | ISHARES TR | $4.3M | 2.17% | 56,964 | Added |
| 8 | MSFT | MICROSOFT CORP | $4.2M | 2.12% | 11,320 | Added |
| 9 | GOOGL | ALPHABET INC | $4.1M | 2.04% | 11,390 | Added |
| 10 | AVGO | BROADCOM INC | $4.0M | 1.99% | 10,504 | Added |
| 11 | AMZN | AMAZON COM INC | $3.8M | 1.89% | 15,761 | Added |
| 12 | VYM | VANGUARD WHITEHALL FDS | $3.2M | 1.63% | 20,544 | Added |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $3.0M | 1.50% | 14,073 | Added |
| 14 | LLY | ELI LILLY & CO | $2.9M | 1.46% | 2,430 | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.46% | 5,800 | Added |
| 16 | ITOT | ISHARES TR | $2.7M | 1.35% | 16,388 | Added |
| 17 | FENI | FIDELITY COVINGTON TRUST | $2.6M | 1.31% | 65,116 | New |
| 18 | MRK | MERCK & CO INC | $2.6M | 1.31% | 20,277 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $2.5M | 1.25% | 7,606 | Added |
| 20 | DELL | DELL TECHNOLOGIES INC | $2.5M | 1.24% | 5,713 | Trimmed |
| 21 | VCIT | VANGUARD SCOTTSDALE FDS | $2.4M | 1.22% | 29,475 | Added |
| 22 | FLQM | FRANKLIN TEMPLETON ETF TR | $2.3M | 1.14% | 39,054 | Added |
| 23 | FBND | FIDELITY MERRIMACK STR TR | $2.2M | 1.12% | 48,852 | Added |
| 24 | VGT | VANGUARD WORLD FD | $2.2M | 1.11% | 18,485 | Added |
| 25 | DFAC | DIMENSIONAL ETF TRUST | $2.2M | 1.09% | 49,135 | Added |
Source: SEC Form 13F filings · as of 2026-06-30