Riverbend Wealth Management, LLC - Portfolio Stock Holdings
Riverbend Wealth Management, LLC disclosed 181 stock positions in a recent SEC 13F filing. $215,025,762 of stock holdings were filed, with the largest holdings including IVV, DGRW, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $280,977,751 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
181Est. Stock Holding Value:
$215,025,762Top Stock Holdings By Sector
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Portfolio Stock Holdings - Riverbend Wealth Management, LLC
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Portfolio Options Holdings - Riverbend Wealth Management, LLC
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