Riverbend Wealth Management, LLC
CIK 0002055570 · MYRTLE BEACH, SC · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$199.1M
2026 Q2
Positions
176
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
29.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES TR
5.0%
DGRW
WISDOMTREE TR
4.3%
AAPL
APPLE INC
3.6%
QQQ
INVESCO QQQ TR
3.5%
NVDA
NVIDIA CORPORATION
2.6%
SMTH
ALPS ETF TR
2.2%
DGRO
ISHARES TR
2.2%
MSFT
MICROSOFT CORP
2.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.