Riverbend Wealth Management
Riverbend Wealth Management reported 167 stocks worth $215M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are IVV (5.5%), DGRW (4.3%) and AAPL (3.9%). Compared with Q2 2026, the fund opened new positions in NTRA and XOM, added to IVV, DGRW and AAPL, trimmed NVDA, MSFT and SMTH and sold out of XOM, SPAB and CEG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $11.8M | 5.5% | 15K | +2,103 (+16%) | 8 of 8 | |
| 2 |  DGRW Wisdomtree TR | $9.4M | 4.3% | 96K | +7,565 (+9%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $8.3M | 3.9% | 25K | +86 (+0%) | 8 of 8 | |
| 4 |  QQQ Invesco Qqq TR | $8.1M | 3.8% | 11K | +1,431 (+15%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $5.9M | 2.8% | 26K | −64 (−0%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $5.7M | 2.6% | 11K | −232 (−2%) | 8 of 8 | |
| 7 |  DGRO Ishares TR | $5.4M | 2.5% | 71K | +14K (+25%) | 8 of 8 | |
| 8 |  VYM Vanguard Whitehall Fds | $4.3M | 2.0% | 28K | +7,034 (+34%) | 8 of 8 | |
| 9 |  SMTH Alps ETF TR | $4.1M | 1.9% | 167K | −2,855 (−2%) | 8 of 8 | |
| 10 |  AMZN Amazon Com Inc | $3.9M | 1.8% | 16K | −33 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.1M | 7,902 |
 SPAB Spdr Series Trust | $742K | 29K |
 CEG Constellation Energy Cor | $641K | 2,581 |
 IGEB Ishares Investment Grade Systematic Bond ETF | $544K | 12K |
 LQD Ishares Iboxx Invt Grade | $371K | 3,403 |
🔒 Free account: see all 15.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Riverbend Wealth Management 13F FAQ
What does Riverbend Wealth Management own?
Riverbend Wealth Management reported 167 stocks worth $215M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are IVV (5.5%), DGRW (4.3%) and AAPL (3.9%). The table above lists every position in the filing (the top 10 without an account).
What did Riverbend Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 87 added to, 55 trimmed and 15 sold out. New positions include NTRA and XOM. It sold all of XOM, SPAB and CEG.
When will Riverbend Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Riverbend Wealth Management's portfolio worth?
The Q3 2026 filing reports $215M in US stocks ($220M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.