Riverbend Wealth Management, LLC holds a diversified book of 173 reported positions worth $196.7M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-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 reported non-option book. They also disclosed $2.5M in put options (a bearish bet), shown separately below and excluded from the non-option book.
Riverbend Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
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.
49% mapped to company sectors
+5 sectors below the cut, 4% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Riverbend Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| BlueSpruce Investments, LP | 9 / 80 | $641.3M |
| Swiss Re Ltd | 39 / 80 | $1.0B |
| Noked Israel Ltd | 8 / 80 | $889.3M |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| Ketron Financial | 18 / 80 | $287.0M |
| Draper Asset Management, LLC | 11 / 80 | $174.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Riverbend Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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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 non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.