StockDriftsStockDriftsTop 50 Riverbend Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.09% | 13.4K | $10.0M | +6.67%(+836) | $591.88(+31.34%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 4.31% | 88.7K | $8.5M | +5.42%(+4.56K) | $83.51(+20.11%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.65% | 24.8K | $7.2M | +3.39%(+814) | $233.65(+31.25%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.58% | 9.6K | $7.0M | +7.08%(+632) | $514.50(+40.10%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.65% | 26.0K | $5.2M | +8.24%(+1.98K) | $135.67(+62.49%) | 2026-06-30 | |
| SMTH | ALPS ETF TR | 2.22% | 169.7K | $4.4M | -12.60%(-24.46K) | $25.94(-2.11%) | 2026-06-30 | |
| DGRO | ISHARES TR | 2.2% | 57.0K | $4.3M | +6.44%(+3.45K) | $63.14(+26.48%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.15% | 11.3K | $4.2M | +15.90%(+1.55K) | $421.47(+19.29%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.07% | 11.4K | $4.1M | +6.48%(+693) | $186.16(+88.80%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.02% | 10.5K | $4.0M | +2.41%(+247) | $206.65(+103.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.27% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.04% |
Riverbend Wealth Management, LLC reports $199.12M in US-listed equity holdings across 173 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.1%), DGRW (4.3%) and AAPL (3.6%). The top 20 holdings account for 44.28% of reported assets. Its disclosed equity book has returned +22.27% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Riverbend Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Riverbend Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055570). View Riverbend Wealth Management, LLC’s 13F filings on SEC