Riverbend Wealth Management, LLC
150 holdingsFiling period: 2026-03-31Current AUM: $197.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 75.0K | $19.0M | $23.2M | 11.74% | +46.1K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 12.5K | $8.2M | $9.4M | 4.77% | +346 | 2026-03-31 |
| 3 | DGRW | WISDOMTREE TR | 84.1K | $7.4M | $8.1M | 4.11% | +3.3K | 2026-03-31 |
| 4 | QQQ | INVESCO QQQ TR | 8.9K | $5.2M | $6.1M | 3.11% | +283 | 2026-03-31 |
| 5 | SMTH | ALPS ETF TR | 194.2K | $5.0M | $4.9M | 2.49% | +24.6K | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 26.5K | $4.6M | $5.3M | 2.70% | +786 | 2026-03-31 |
| 7 | DGRO | ISHARES TR | 53.5K | $3.8M | $4.2M | 2.12% | +1.7K | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 9.8K | $3.6M | $4.5M | 2.30% | +1.1K | 2026-03-31 |
| 9 | AVGO | BROADCOM INC | 10.3K | $3.2M | $4.0M | 2.02% | +83 | 2026-03-31 |
| 10 | GOOGL | ALPHABET INC | 10.7K | $3.1M | $3.8M | 1.93% | -1,592 | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 14.4K | $3.0M | $3.9M | 1.99% | +720 | 2026-03-31 |
| 12 | VYM | VANGUARD WHITEHALL FDS | 19.4K | $2.9M | $3.1M | 1.59% | +649 | 2026-03-31 |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | 49.2K | $2.8M | $2.8M | 1.43% | +4.8K | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.6K | $2.7M | $2.7M | 1.35% | +110 | 2026-03-31 |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | 13.4K | $2.6M | $2.9M | 1.46% | +704 | 2026-03-31 |
| 16 | ITOT | ISHARES TR | 16.3K | $2.3M | $2.7M | 1.36% | +392 | 2026-03-31 |
| 17 | MRK | MERCK & CO INC | 18.7K | $2.2M | $2.4M | 1.23% | +1.4K | 2026-03-31 |
| 18 | PYLD | PIMCO ETF TR | 84.4K | $2.2M | $2.2M | 1.12% | +9.9K | 2026-03-31 |
| 19 | VCIT | VANGUARD SCOTTSDALE FDS | 25.9K | $2.1M | $2.1M | 1.07% | +1.1K | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO | 7.2K | $2.1M | $2.5M | 1.29% | +409 | 2026-03-31 |
| 21 | LLY | ELI LILLY & CO | 2.3K | $2.1M | $2.6M | 1.31% | +71 | 2026-03-31 |
| 22 | FBND | FIDELITY MERRIMACK STR TR | 44.5K | $2.0M | $2.0M | 1.01% | +1.4K | 2026-03-31 |
| 23 | FLQM | FRANKLIN TEMPLETON ETF TR | 36.0K | $2.0M | $2.2M | 1.09% | +2.7K | 2026-03-31 |
| 24 | DFAC | DIMENSIONAL ETF TRUST | 47.5K | $1.8M | $2.1M | 1.07% | +1.7K | 2026-03-31 |
| 25 | WMT | WALMART INC | 13.7K | $1.7M | $1.5M | 0.77% | +909 | 2026-03-31 |
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