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RWM

Riverbend Wealth Management Portfolio holdings

AUM $199M
1-Year Est. Return 29.49%
This Fund
S&P 500
This Quarter Est. Return
+3.47%
1 Year Est. Return
+29.49%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$161M
AUM Growth
+$17.8M
Cap. Flow
+$13.7M
Cap. Flow %
8.52%
Top 10 Hldgs %
31.84%
Holding
158
New
20
Increased
103
Reduced
16
Closed
7

Top Buys

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$669K
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$587K
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$534K
4
GEV icon
GE Vernova
GEV
+$528K
5
MS icon
Morgan Stanley
MS
+$521K

Top Sells

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$493K
2
AVGO icon
Broadcom
AVGO
+$391K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$338K
4
ELV icon
Elevance Health
ELV
+$244K
5
CNP icon
CenterPoint Energy
CNP
+$237K

Sector Composition

Rank Sector Weight
1 Technology 14.77%
2 Financials 9.61%
3 Communication Services 5.22%
4 Healthcare 4.94%
5 Consumer Discretionary 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LMT icon
101
Lockheed Martin
LMT
$135B
$383K 0.24%
792
+66
+9% +$31.6K
GS icon
102
Goldman Sachs
GS
$301B
$378K 0.23%
+430
New +$351K
MO icon
103
Altria Group
MO
$113B
$374K 0.23%
6,479
+93
+1% +$5.62K
IXUS icon
104
iShares Core MSCI Total International Stock ETF
IXUS
$59.5B
$369K 0.23%
+4,363
New +$366K
IWD icon
105
iShares Russell 1000 Value ETF
IWD
$83.2B
$362K 0.23%
1,723
+1
+0.1% +$207
WFC icon
106
Wells Fargo
WFC
$265B
$362K 0.22%
3,886
+200
+5% +$17.4K
MDT icon
107
Medtronic
MDT
$110B
$352K 0.22%
3,669
+182
+5% +$17.7K
SUB icon
108
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$351K 0.22%
3,285
– –
LULU icon
109
lululemon athletica
LULU
$14.2B
$348K 0.22%
1,672
+220
+15% +$39.9K
TXN icon
110
Texas Instruments
TXN
$254B
$346K 0.21%
1,995
+161
+9% +$27.6K
DLR icon
111
Digital Realty Trust
DLR
$71.3B
$346K 0.21%
2,236
+145
+7% +$23.8K
LOW icon
112
Lowe's Companies
LOW
$122B
$342K 0.21%
1,416
-48
-3% -$11.5K
DIVO icon
113
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.79B
$333K 0.21%
7,484
+2,368
+46% +$107K
SOXX icon
114
iShares Semiconductor ETF
SOXX
$47.7B
$333K 0.21%
1,106
+1
+0.1% +$295
ADI icon
115
Analog Devices
ADI
$184B
$330K 0.21%
1,218
+1
+0.1% +$251
AMD icon
116
Advanced Micro Devices
AMD
$799B
$323K 0.2%
1,508
+112
+8% +$25.2K
AGG icon
117
iShares Core US Aggregate Bond ETF
AGG
$137B
$319K 0.2%
3,197
– –
VT icon
118
Vanguard Total World Stock ETF
VT
$79.1B
$319K 0.2%
+2,263
New +$316K
LHX icon
119
L3Harris
LHX
$53.9B
$319K 0.2%
1,086
+50
+5% +$14.5K
HIG icon
120
Hartford Financial Services
HIG
$39.6B
$317K 0.2%
2,299
+131
+6% +$17.3K
UBSI icon
121
United Bankshares
UBSI
$6.65B
$315K 0.2%
8,202
+12
+0.1% +$447
IJR icon
122
iShares Core S&P Small-Cap ETF
IJR
$111B
$313K 0.19%
2,604
– –
FCX icon
123
Freeport-McMoran
FCX
$95.5B
$307K 0.19%
6,052
-2,643
-30% -$115K
VTIP icon
124
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$305K 0.19%
6,172
+1,794
+41% +$89.7K
DDWM icon
125
WisdomTree Dynamic International Equity Fund
DDWM
$1.5B
$298K 0.18%
+6,837
New +$290K
3 4
5
6 7

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SPI
Strategic Planning Inc Columbus, Ohio $199M AUM 20.31% 1-Year Est. Return
PMIA
Patrick Mauro Investment Advisor Oak Brook, Illinois $199M AUM 9.61% 1-Year Est. Return
PS
Pennant Select Summit, New Jersey $199M AUM 147.97% 1-Year Est. Return
BMA
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NI
Niatross Investments Hong Kong $199M AUM
FU
Fairfield University Fairfield, Connecticut $200M AUM 15.03% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Riverbend Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Riverbend Wealth Management held 158 positions worth $161M, up 12% from $143M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Riverbend Wealth Management deployed $13.7M of net new capital in Q4 2025, opening 20 new positions and adding to 103 existing holdings. Its largest new stake was iShares JPMorgan USD Emerging Markets Bond ETF: 5,562 shares worth $536K.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 16% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Broadcom, an estimated $391K trimmed.

  • Riverbend Wealth Management's largest Q4 2025 buy was iShares JPMorgan USD Emerging Markets Bond ETF: 5,562 shares worth $536K.
  • Riverbend Wealth Management added most to iShares Core S&P Total US Stock Market ETF in Q4 2025, an estimated $669K increase.
  • Riverbend Wealth Management's biggest Q4 2025 reduction was Broadcom, cutting an estimated $391K.
  • Riverbend Wealth Management fully exited Novo Nordisk in Q4 2025, selling an estimated $493K.
  • Riverbend Wealth Management's ten largest holdings make up 32% of its $161M portfolio in Q4 2025.
  • Riverbend Wealth Management opened 20 new positions and closed 7 in Q4 2025.
  • Riverbend Wealth Management's portfolio value rose 12% quarter-over-quarter to $161M.

Based on Riverbend Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.