Riverbend Wealth Management, LLC holds a diversified book of 173 stocks worth $196.7M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Fidelity Enhanced Intl ETF and trimmed ALPS SMTH Cor BD Plus ETF. Their largest long position is Ishares Core S&P 500 ETF at 5% of the equity book. They also disclosed $2.5M in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +11% (+14.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Riverbend Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Riverbend Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
48% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Riverbend Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $597.4B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $95.7B |
| LPL Financial LLC | 80 / 80 | $89.5B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $88.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $21.1B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.2B |
| JPMORGAN CHASE & CO | 79 / 80 | $587.8B |
| CWM, LLC | 79 / 80 | $9.2B |
Ranked by how many of Riverbend Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $10.0M | 13.4K | 5.1% | ▲+6.7% Added · +836 sh | |
| 2 | Wisdomtree TR US QTLY DIV GRT | $8.5M | 88.7K | 4.3% | ▲+5.4% Added · +5K sh | |
| 3 | Apple Inc COM | $7.2M | 24.8K | 3.7% | ▲+3.4% Added · +814 sh | |
| 4 | Invesco QQQ TR UNIT SER 1 | $7.0M | 9.6K | 3.6% | ▲+7.1% Added · +632 sh | |
| 5 | Nvidia Corporation COM | $5.2M | 26.0K | 2.6% | ▲+8.2% Added · +2K sh | |
| 6 | ALPS ETF TR SMITH CORE PLUS | $4.4M | 169.7K | 2.2% | ▼−13% Reduced · −24K sh | |
| 7 | Ishares TR CORE DIV GRWTH | $4.3M | 57.0K | 2.2% | ▲+6.4% Added · +3K sh | |
| 8 | Microsoft Corp COM | $4.2M | 11.3K | 2.1% | ▲+16% Added · +2K sh | |
| 9 | Alphabet Inc CAP STK CL A | $4.1M | 11.4K | 2.1% | ▲+6.5% Added · +693 sh | |
| 10 | Broadcom Inc COM | $4.0M | 10.5K | 2.0% | ▲+2.4% Added · +247 sh | |
| 11 | Amazon Com Inc COM | $3.8M | 15.8K | 1.9% | ▲+9.2% Added · +1K sh | |
| 12 | Vanguard Whitehall FDS HIGH DIV YLD | $3.2M | 20.5K | 1.7% | ▲+6.2% Added · +1K sh | |
| 13 | Invesco Exchange Traded FD T S&P500 EQL WGT | $3.0M | 14.1K | 1.5% | ▲+4.7% Added · +637 sh | |
| 14 | Berkshire Hathaway Inc Del CL B NEW | $2.9M | 5.8K | 1.5% | ▲+4.2% Added · +233 sh | |
| 15 | Ishares TR CORE S&P TTL STK | $2.7M | 16.4K | 1.4% | ▲+0.3% Added · +42 sh | |
| 16 | Fidelity Covington Trust ENHANCED INTL | $2.6M | 65.1K | 1.3% | ▲New New position | |
| 17 | Merck & Co Inc COM | $2.6M | 20.3K | 1.3% | ▲+8.5% Added · +2K sh | |
| 18 | JPMorgan Chase & Co COM | $2.5M | 7.6K | 1.3% | ▲+5.2% Added · +378 sh | |
| 19 | Dell Technologies Inc CL C | $2.5M | 5.7K | 1.3% | ▼−16% Reduced · −1K sh | |
| 20 | Vanguard Scottsdale FDS INT-TERM CORP | $2.4M | 29.5K | 1.2% | ▲+14% Added · +4K sh | |
| 21 | Eli Lilly & Co COM | $2.4M | 2.0K | 1.2% | ▲+9.2% Added · +171 sh | |
| 22 | Franklin Templeton ETF TR US MID CP MLTFCT | $2.3M | 39.1K | 1.1% | ▲+8.4% Added · +3K sh | |
| 23 | Fidelity Merrimack STR TR TOTAL BD ETF | $2.2M | 48.9K | 1.1% | ▲+9.8% Added · +4K sh | |
| 24 | Vanguard World FD INF TECH ETF | $2.2M | 18.5K | 1.1% | ▲+781% Added · +16K sh | |
| 25 | Dimensional ETF Trust US COR EQU 2 ETF | $2.2M | 49.1K | 1.1% | ▲+3.4% Added · +2K sh | |
| 26 | Pimco ETF TR MULTISECTOR BD | $2.0M | 74.2K | 1.0% | ▼−12% Reduced · −10K sh | |
| 27 | Vanguard Index FDS MID CAP ETF | $2.0M | 24.3K | 1.0% | ▲+319% Added · +18K sh | |
| 28 | Meta Platforms Inc CL A | $1.8M | 3.2K | 0.9% | ▲+11% Added · +322 sh | |
| 29 | State STR SPDR S&P 500 ETF T TR UNIT | $1.7M | 2.3K | 0.9% | ▲+5.6% Added · +125 sh | |
| 30 | Cambria ETF TR GLOBAL VALUE ETF | $1.7M | 48.4K | 0.9% | ▲New New position | |
| 31 | Citigroup Inc COM NEW | $1.7M | 12.1K | 0.9% | ▲+1.4% Added · +163 sh | |
| 32 | Fidelity Covington Trust SML MID MLTFCT | $1.7M | 31.3K | 0.8% | ▲+5.3% Added · +2K sh | |
| 33 | Walmart Inc COM | $1.6M | 14.3K | 0.8% | ▲+3.8% Added · +516 sh | |
| 34 | Alphabet Inc CAP STK CL C | $1.6M | 4.4K | 0.8% | ▲+2.9% Added · +124 sh | |
| 35 | Ishares TR EAFE VALUE ETF | $1.6M | 20.3K | 0.8% | ▲+9.3% Added · +2K sh | |
| 36 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $1.5M | 42.3K | 0.8% | ▲+8.3% Added · +3K sh | |
| 37 | Ishares Inc EMNG MKTS EQT | $1.5M | 21.0K | 0.8% | ▲New New position | |
| 38 | American Express Co COM | $1.5M | 4.5K | 0.8% | ▲+6.5% Added · +274 sh | |
| 39 | Bank Of Amer Corp COM | $1.5M | 26.0K | 0.8% | ▲+7.1% Added · +2K sh | |
| 40 | Johnson & Johnson COM | $1.4M | 5.7K | 0.7% | ▲+4.9% Added · +268 sh | |
| 41 | Vanguard BD Index FDS SHORT TRM BOND | $1.4M | 17.8K | 0.7% | ▲+14% Added · +2K sh | |
| 42 | Abbvie Inc COM | $1.4M | 5.4K | 0.7% | ▲+40% Added · +2K sh | |
| 43 | RTX Corporation COM | $1.3M | 6.9K | 0.7% | ▲+8.9% Added · +565 sh | |
| 44 | Ge Vernova Inc COM | $1.3M | 1.1K | 0.6% | ▼−1.1% Reduced · −12 sh | |
| 45 | Amphenol Corp CL A | $1.2M | 6.8K | 0.6% | ▲+18% Added · +1K sh | |
| 46 | Dimensional ETF Trust WORLD EQUITY ETF | $1.1M | 13.1K | 0.6% | ▼−5.8% Reduced · −804 sh | |
| 47 | Exxon Mobil Corp COM | $1.1M | 7.9K | 0.5% | ▲+19% Added · +1K sh | |
| 48 | Columbia ETF TR I RESH ENHNC COR | $1.1M | 24.6K | 0.5% | ▲+3.6% Added · +849 sh | |
| 49 | General Dynamics Corp COM | $1.0M | 2.9K | 0.5% | ▲+36% Added · +776 sh | |
| 50 | Booking Holdings Inc COM | $1.0M | 5.8K | 0.5% | ▲27× Added · +6K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | APPLE INCAAPL | $1.5M | 5K |
| PUT · bearish | NVIDIA CORPNVDA | $500K | 3K |
| PUT · bearish | ELI LILLY & COLLY | $480K | 400 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.