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Portfolio (Quarterly) Guide ↗

Riverbend Wealth Management, LLC

· CIK 0002055570
13F Portfolio $199M AUM 176 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 176 New
Page 6 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JEPI J P MORGAN EXCHANGE TRADED F 9,686.0 $547K 0.28% NEW $56.48 +0.9%
102 ALAB ASTERA LABS INC Technology 1,128.0 $545K 0.27% NEW $483.02 -42.1%
103 IGEB ISHARES TR 12,058.0 $544K 0.27% NEW $45.11 -2.8%
104 IWF ISHARES TR 4,281.0 $532K 0.27% NEW $124.16 -2.4%
105 VUG VANGUARD INDEX FDS 6,031.0 $519K 0.26% NEW $86.14 +1.4%
106 GS GOLDMAN SACHS GROUP INC Financial Services 512.0 $518K 0.26% NEW $1011.97 -0.9%
107 MCK MCKESSON CORP Healthcare 671.0 $507K 0.26% NEW $756.08 +19.9%
108 CMI CUMMINS INC Industrials 711.0 $507K 0.26% NEW $713.23 -22.7%
109 NVDA PUT NVIDIA CORPORATION Technology 2,500.0 $500K 0.25% NEW $200.09 +8.7%
110 LLY PUT ELI LILLY & CO Healthcare 400.0 $480K 0.24% NEW $1199.43 -3.3%
111 TMO THERMO FISHER SCIENTIFIC INC Healthcare 930.0 $466K 0.23% NEW $501.29 +19.8%
112 VT VANGUARD INTL EQUITY INDEX F 2,950.0 $463K 0.23% NEW $156.94 +1.5%
113 VOO VANGUARD INDEX FDS 667.0 $458K 0.23% NEW $686.75 +2.0%
114 ADI ANALOG DEVICES INC Technology 1,141.0 $453K 0.23% NEW $397.27 -10.8%
115 QUAL ISHARES TR 2,023.0 $444K 0.22% NEW $219.46 +0.7%
116 LMT LOCKHEED MARTIN CORP Industrials 871.0 $444K 0.22% NEW $509.22 +6.9%
117 DLR DIGITAL RLTY TR INC Real Estate 2,439.0 $438K 0.22% NEW $179.57 +2.1%
118 PM PHILIP MORRIS INTL INC Consumer Defensive 2,377.0 $430K 0.22% NEW $180.88 +3.5%
119 IXUS ISHARES TR 4,476.0 $427K 0.21% NEW $95.44 +1.3%
120 UBSI UNITED BANKSHARES INC WEST V Financial Services 9,286.0 $426K 0.21% NEW $45.83 +1.5%
Page 6 of 9  ·  176 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.2%
Financial Services 24.3%
Healthcare 10.2%
Communication Services 6.8%
Consumer Cyclical 5.7%
Industrials 5.6%
Consumer Defensive 5.1%
Energy 3.5%
Utilities 3.5%
Basic Materials 0.7%