Riverbend Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fidelity Enhanced International ETF
FENI
|
+$2.58M |
| 2 |
Cambria Global Value ETF
GVAL
|
+$1.72M |
| 3 |
iShares Emerging Markets Equity Factor ETF
EMGF
|
+$1.47M |
| 4 |
Lam Research
LRCX
|
+$681K |
| 5 |
Microsoft
MSFT
|
+$628K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$2.23M |
| 2 |
Home Depot
HD
|
+$825K |
| 3 |
Direxion Auspice Broad Commodity Strategy ETF
COM
|
+$818K |
| 4 |
ALPS Smith Core Plus Bond ETF
SMTH
|
+$630K |
| 5 |
Bristol-Myers Squibb
BMY
|
+$502K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 52.53% |
| 2 | Technology | 16.92% |
| 3 | Financials | 8.33% |
| 4 | Healthcare | 5.07% |
| 5 | Communication Services | 4.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
DCH
176
Dauch Corp
DCH
$1.45B
| $54.2K | 0.03% |
10,008
| – | – |
|
|
177
Bristol-Myers Squibb
BMY
$128B
| – | – |
-8,278
| Closed | -$502K |
|
|
178
Direxion Auspice Broad Commodity Strategy ETF
COM
$224M
| – | – |
-24,373
| Closed | -$818K |
|
179
FedEx
FDX
$72.4B
| – | – |
-583
| Closed | -$208K |
|
|
180
Home Depot
HD
$302B
| – | – |
-2,509
| Closed | -$825K |
|
Similar funds
Riverbend Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Riverbend Wealth Management held 180 positions worth $199M, up 14% from $175M the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Riverbend Wealth Management deployed $17.1M of net new capital in Q2 2026, opening 28 new positions and adding to 106 existing holdings. Its largest new stake was Fidelity Enhanced International ETF: 65,116 shares worth $2.61M.
By sector, the portfolio is most concentrated in Miscellaneous at 53% of assets, down from 56% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was JPMorgan Equity Premium Income ETF, an estimated $2.23M trimmed.
- Riverbend Wealth Management's largest Q2 2026 buy was Fidelity Enhanced International ETF: 65,116 shares worth $2.61M.
- Riverbend Wealth Management added most to Microsoft in Q2 2026, an estimated $628K increase.
- Riverbend Wealth Management's biggest Q2 2026 reduction was JPMorgan Equity Premium Income ETF, cutting an estimated $2.23M.
- Riverbend Wealth Management fully exited Home Depot in Q2 2026, selling an estimated $825K.
- Riverbend Wealth Management's ten largest holdings make up 30% of its $199M portfolio in Q2 2026.
- Riverbend Wealth Management opened 28 new positions and closed 4 in Q2 2026.
- Riverbend Wealth Management's portfolio value rose 14% quarter-over-quarter to $199M.
Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.