Riverbend Wealth Management, LLC: 13F holdings
CIK 20555702026Q2
| Positions | 173 |
|---|
| Reported value | $196.9m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 173 (+24 vs prior quarter) |
|---|
| Reported value | $196.9m (+14.1%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 13,369 | $10.0m | 5.1% |
| DGRW WISDOMTREE TR | 88,670 | $8.5m | 4.3% |
| AAPL APPLE INC | 24,820 | $7.2m | 3.6% |
| QQQ INVESCO QQQ TR | 9,561 | $7.0m | 3.6% |
| NVDA NVIDIA CORPORATION | 26,000 | $5.2m | 2.6% |
| SMTH ALPS ETF TR | 169,716 | $4.4m | 2.2% |
| DGRO ISHARES TR | 56,964 | $4.3m | 2.2% |
| MSFT MICROSOFT CORP | 11,320 | $4.2m | 2.1% |
| GOOGL ALPHABET INC | 11,390 | $4.1m | 2.1% |
| AVGO BROADCOM INC | 10,504 | $4.0m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055570")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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