Riverbend Wealth Management, LLC
•CIK: 2055570•Filing: Q4 2025
**Riverbend Wealth Management, LLC** manages $155M across a diversified portfolio of 148 positions. The strategy exhibits a significant tilt toward established growth and technology leaders, evidenced by top holdings including IVV ($8.3M) and DGRW ($7.2M). Key allocations further emphasize mega-cap technology names such as AAPL ($6.5M), NDQ ($5.3M), and MSFT ($4.2M). This concentrated exposure suggests a conviction in core market indices and high-growth secular trends.
Total AUM
$154.5M
+ $466.3K in options
QoQ Performance
+7.8%
Positions
108
+ 1 option
Top 10 Concentration
32.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV5.4%
DGRW4.7%
AAPL4.2%
NDQ3.4%
SMTH2.9%
MSFT2.7%
GOOGL2.5%
DGRO2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.1%
Technology15.5%
Financial7.2%
ETF6.6%
Consumer5.2%
Healthcare5.0%
Industrial1.4%
Consumer Staples1.1%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW17 new positions
↑102 increased
↓17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024