Riverbend Wealth Management, LLC
CIK 2055570 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $199.1M
- Posisi
- 176
- Per tanggal
- 30 Juni 2026
#6.481 dari 9.443 berdasarkan nilai 13F · top 68.6%
Nilai portofolio QoQ: +14.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 29,56%
- Bobot 25 kepemilikan teratas
- 49,40%
- Posisi di atas 1%
- 25
- Jumlah posisi efektif
- 67,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 11,3% Perkiraan pembelian $31.568.064 · penjualan $21.106.517
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 85,4% masih dipegang
- Posisi baru
- 29
- Meningkat
- 107
- Menurun
- 29
- Tertutup
- 5
Eksposur put-notional: 1,2% put 13F melaporkan posisi opsi pada nilai notional yang mendasarinya — dapat mencakup lindung nilai, tidak selalu taruhan bearish
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
16,2%
Healthcare
5,3%
Industrials
5,1%
Financials
4,5%
Communication Services
4,2%
Retail
3,0%
Financial Services
2,4%
Energy
1,7%
Consumer Staples
1,3%
Utilities
1,1%
Consumer Discretionary
0,8%
Communications
0,5%
Materials
0,4%
Consumer products
0,3%
Real Estate
0,3%
Lainnya/Tidak terpetakan
52,9%
Portofolio lengkap 176 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $10.012.011 | 5,03% | 13.369 | $1.825.194 | Naik ×2 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $8.478.663 | 4,26% | 88.670 | $1.090.268 | Naik ×3 | ||
| AAPL Apple Inc. - Common Stock | $7.181.866 | 3,61% | 24.820 | $1.089.440 | Naik ×5 | ||
| QQQ Invesco QQQ Trust, Series 1 | $7.040.739 | 3,54% | 9.561 | $1.886.878 | Naik ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $5.202.423 | 2,61% | 26.000 | $1.013.402 | Naik ×6 | ||
| SMTH | $4.368.498 | 2,19% | 169.716 | $-632.518 | Turun ×1 | ||
| DGRO | $4.317.319 | 2,17% | 56.964 | $561.428 | Naik ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $4.222.445 | 2,12% | 11.320 | $606.990 | Naik ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4.070.379 | 2,04% | 11.390 | $994.458 | Naik ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $3.967.798 | 1,99% | 10.504 | $793.237 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3.756.460 | 1,89% | 15.761 | $750.514 | Naik ×6 | ||
| VYM | $3.246.583 | 1,63% | 20.544 | $380.564 | Naik ×3 | ||
| RSP | $2.994.256 | 1,50% | 14.073 | $415.544 | Naik ×3 | ||
| BRKB | $2.902.455 | 1,46% | 5.800 | $234.941 | Naik ×2 | ||
| ITOT | $2.692.044 | 1,35% | 16.388 | $363.833 | Naik ×6 | ||
| FENI | $2.613.109 | 1,31% | 65.116 | Naik ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $2.605.533 | 1,31% | 20.277 | $358.448 | Naik ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2.489.533 | 1,25% | 7.606 | $363.339 | Naik ×3 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $2.465.145 | 1,24% | 5.713 | $1.350.551 | Turun ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2.436.123 | 1,22% | 29.475 | $295.937 | Naik ×4 | ||
| LLY Eli Lilly and Company Common Stock | $2.435.102 | 1,22% | 2.030 | $725.300 | Naik ×6 | ||
| FLQM | $2.260.618 | 1,14% | 39.054 | $281.127 | Naik ×3 | ||
| FBND | $2.222.280 | 1,12% | 48.852 | $192.240 | Naik ×2 | ||
| VGT | $2.209.277 | 1,11% | 18.485 | $744.514 | Naik ×2 | ||
| DFAC | $2.179.631 | 1,09% | 49.135 | $332.983 | Naik ×5 | ||
| PYLD | $1.968.481 | 0,99% | 74.226 | $-243.699 | Turun ×1 | ||
| VO | $1.955.630 | 0,98% | 24.272 | $293.187 | Naik ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.779.804 | 0,89% | 3.160 | $156.353 | Naik ×6 | ||
| SPY SPY | $1.747.198 | 0,88% | 2.340 | $306.554 | Naik ×2 | ||
| GVAL | $1.745.046 | 0,88% | 48.447 | Naik ×1 | |||
| C Citigroup, Inc. Common Stock | $1.687.549 | 0,85% | 12.057 | $338.674 | Naik ×1 | ||
| FSMD | $1.654.307 | 0,83% | 31.302 | $324.904 | Naik ×6 | ||
| WMT Walmart Inc. - Common Stock | $1.613.950 | 0,81% | 14.250 | $-92.928 | Naik ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.571.519 | 0,79% | 4.448 | $331.017 | Naik ×6 | ||
| EFV | $1.557.750 | 0,78% | 20.349 | $173.626 | Naik ×4 | ||
| BUFR | $1.546.478 | 0,78% | 42.334 | $226.832 | Naik ×2 | ||
| EMGF | $1.539.646 | 0,77% | 21.016 | Naik ×1 | |||
| AXP American Express Company Common Stock | $1.522.240 | 0,76% | 4.500 | $243.841 | Naik ×1 | ||
| BAC Bank of America Corporation Common Stock | $1.478.776 | 0,74% | 25.953 | $297.190 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $1.475.736 | 0,74% | 5.100 | Opsi jual | $-11.467.401 | Turun ×1 | |
| JNJ Johnson & Johnson Common Stock | $1.448.600 | 0,73% | 5.704 | $119.802 | Naik ×4 | ||
| BSV | $1.389.563 | 0,70% | 17.835 | $163.195 | Naik ×2 | ||
| ABBV AbbVie Inc. Common Stock | $1.358.067 | 0,68% | 5.397 | $520.012 | Naik ×6 | ||
| RTX RTX Corporation Common Stock | $1.313.777 | 0,66% | 6.924 | $87.080 | Naik ×3 | ||
| GEV GE Vernova Inc. Common Stock | $1.265.492 | 0,64% | 1.077 | $315.037 | Turun ×1 | ||
| APH Amphenol Corporation Common Stock | $1.203.858 | 0,60% | 6.828 | $475.577 | Naik ×1 | ||
| DFAW | $1.087.887 | 0,55% | 13.140 | $59.102 | Turun ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.080.329 | 0,54% | 7.902 | $-47.697 | Naik ×1 | ||
| RECS | $1.063.556 | 0,53% | 24.574 | $138.761 | Naik ×6 | ||
| GD General Dynamics Corporation Common Stock | $1.036.485 | 0,52% | 2.926 | $298.734 | Naik ×6 | ||
| BKNG Booking Holdings Inc. - Common Stock | $1.031.712 | 0,52% | 5.788 | $128.379 | Naik ×3 | ||
| CRH CRH PLC Ordinary Shares | $1.012.366 | 0,51% | 9.461 | $96.820 | Naik ×6 | ||
| STIP | $1.006.688 | 0,51% | 9.854 | $152.464 | Naik ×4 | ||
| IAU | $998.544 | 0,50% | 13.224 | $-69.603 | Naik ×6 | ||
| IYY | $984.312 | 0,49% | 5.400 | $128.682 | |||
| LRCX Lam Research Corporation - Common Stock | $972.393 | 0,49% | 2.244 | Naik ×1 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $959.646 | 0,48% | 482 | $635.833 | Naik ×1 | ||
| DYNF | $948.419 | 0,48% | 13.945 | $156.788 | Naik ×5 | ||
| AMGN Amgen Inc. - Common Stock | $945.265 | 0,47% | 2.610 | $91.792 | Naik ×6 | ||
| DFCF | $944.279 | 0,47% | 22.371 | $7.561 | Naik ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $925.951 | 0,47% | 1.594 | $610.031 | Naik ×3 | ||
| NFLX Netflix, Inc. - Common Stock | $919.469 | 0,46% | 12.878 | $-200.364 | Naik ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $892.278 | 0,45% | 12.365 | $40.967 | Naik ×1 | ||
| MS Morgan Stanley Common Stock | $863.583 | 0,43% | 4.131 | $202.165 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $828.780 | 0,42% | 718 | Naik ×1 | |||
| EQT EQT Corporation Common Stock | $806.726 | 0,41% | 15.173 | $-397.857 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $795.617 | 0,40% | 1.666 | $557.044 | Naik ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $795.496 | 0,40% | 9.788 | $107.092 | Naik ×6 | ||
| FITB Fifth Third Bancorp - Common Stock | $789.236 | 0,40% | 14.001 | $139.539 | Naik ×3 | ||
| TFC Truist Financial Corporation Common Stock | $780.028 | 0,39% | 15.657 | $68.010 | Naik ×1 | ||
| SUSA | $771.500 | 0,39% | 5.000 | $111.000 | |||
| VIG | $764.070 | 0,38% | 3.229 | $49.710 | Turun ×1 | ||
| IVE | $762.941 | 0,38% | 3.360 | $30.748 | Turun ×1 | ||
| IFRA | $759.790 | 0,38% | 12.053 | $100.413 | Naik ×3 | ||
| SOXX SOXX | $752.234 | 0,38% | 1.174 | $366.431 | |||
| SPAB | $742.333 | 0,37% | 29.088 | $-2.173 | Naik ×6 | ||
| BA Boeing Company (The) Common Stock | $736.936 | 0,37% | 3.404 | $232.727 | Naik ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $723.189 | 0,36% | 6.157 | $216.550 | Turun ×2 | ||
| MA Mastercard Incorporated Common Stock | $705.659 | 0,35% | 1.374 | $2.799 | Turun ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $705.091 | 0,35% | 5.207 | $-162.493 | Turun ×1 | ||
| BLK BlackRock, Inc. Common Stock | $686.633 | 0,34% | 714 | $40.915 | Naik ×3 | ||
| CVX Chevron Corporation Common Stock | $678.232 | 0,34% | 4.092 | $-154.518 | Naik ×1 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $668.765 | 0,34% | 6.935 | $123.414 | Naik ×2 | ||
| IWN | $663.600 | 0,33% | 3.000 | $94.830 | |||
| WFC Wells Fargo & Company Common Stock | $651.769 | 0,33% | 7.887 | $72.077 | Naik ×4 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $641.013 | 0,32% | 2.581 | $-205.445 | Turun ×1 | ||
| DIA | $622.923 | 0,31% | 1.192 | $71.439 | Naik ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $616.815 | 0,31% | 4.206 | $-233.572 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $613.235 | 0,31% | 576 | $130.501 | Turun ×2 | ||
| LNG Cheniere Energy, Inc. Common Stock | $610.790 | 0,31% | 2.556 | $-87.075 | Naik ×3 | ||
| MFDX | $602.554 | 0,30% | 14.471 | $45.392 | Naik ×5 | ||
| IJJ | $590.920 | 0,30% | 4.000 | $60.920 | |||
| SDCI | $590.617 | 0,30% | 22.338 | Naik ×1 | |||
| MO Altria Group, Inc. | $579.301 | 0,29% | 8.051 | $156.314 | Naik ×1 | ||
| ALLW SPDR Bridgewater All Weather ETF | $566.170 | 0,28% | 19.343 | Naik ×1 | |||
| VEU | $565.034 | 0,28% | 6.747 | $57.168 | Turun ×2 | ||
| NOBL | $564.024 | 0,28% | 10.043 | $31.698 | Naik ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $561.525 | 0,28% | 1.884 | $158.917 | Turun ×1 | ||
| VTI | $558.876 | 0,28% | 1.510 | $54.130 | Turun ×1 | ||
| IAGG | $553.535 | 0,28% | 10.939 | $-1.332 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| DGRW | $8.478.663 | 4,26% | naik ×3 |
| AAPL | $7.181.866 | 3,61% | naik ×5 |
| QQQ | $7.040.739 | 3,54% | naik ×3 |
| NVDA | $5.202.423 | 2,61% | naik ×6 |
| DGRO | $4.317.319 | 2,17% | naik ×3 |
| MSFT | $4.222.445 | 2,12% | naik ×6 |
| AMZN | $3.756.460 | 1,89% | naik ×6 |
| VYM | $3.246.583 | 1,63% | naik ×3 |
| RSP | $2.994.256 | 1,50% | naik ×3 |
| ITOT | $2.692.044 | 1,35% | naik ×6 |
| MRK | $2.605.533 | 1,31% | naik ×6 |
| JPM | $2.489.533 | 1,25% | naik ×3 |
| VCIT | $2.436.123 | 1,22% | naik ×4 |
| LLY | $2.435.102 | 1,22% | naik ×6 |
| FLQM | $2.260.618 | 1,14% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| FENI | $2.613.109 | 65.116 | 1,31% |
| GVAL | $1.745.046 | 48.447 | 0,88% |
| EMGF | $1.539.646 | 21.016 | 0,77% |
| LRCX | $972.393 | 2.244 | 0,49% |
| MU | $828.780 | 718 | 0,42% |
| SDCI | $590.617 | 22.338 | 0,30% |
| ALLW | $566.170 | 19.343 | 0,28% |
| ALAB | $544.847 | 1.128 | 0,27% |
| CMI | $507.109 | 711 | 0,25% |
| PM | $429.957 | 2.377 | 0,22% |
| FTMH | $404.320 | 34.034 | 0,20% |
| VDC | $341.953 | 1.516 | 0,17% |
| VEA | $300.924 | 4.223 | 0,15% |
| TSLA | $291.055 | 692 | 0,15% |
| CLS | $259.373 | 711 | 0,13% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| QQQ | Beli lebih banyak | +632 | +$1.9M |
| IVV | Beli lebih banyak | +836 | +$1.8M |
| DELL | Dipangkas | -1K | +$1.4M |
| DGRW | Beli lebih banyak | +5K | +$1.1M |
| AAPL | Beli lebih banyak | +814 | +$1.1M |
| NVDA | Beli lebih banyak | +2K | +$1.0M |
| GOOGL | Beli lebih banyak | +693 | +$994K |
| AVGO | Beli lebih banyak | +247 | +$793K |
| AMZN | Beli lebih banyak | +1K | +$751K |
| VGT | Beli lebih banyak | +16K | +$745K |
2 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| HD | 30 Juni 2026 | 2.509 | $825.288 | -4,2% |
| COM | 30 Juni 2026 | 24.373 | $818.201 | Tidak lagi dilacak |
| CRM | 31 Maret 2026 | 3.067 | $812.533 | 10,2% |
| SLB | 30 Juni 2025 | 13.682 | $571.900 | 60,1% |
| UNH | 30 Sep. 2025 | 1.761 | $549.533 | 13,6% |
| NEE | 30 Juni 2025 | 7.668 | $543.583 | 23,5% |
| BMY | 30 Juni 2026 | 8.278 | $502.079 | 15,9% |
| NVO | 31 Des. 2025 | 8.884 | $492.994 | -8,6% |
| SCHD | 30 Juni 2025 | 17.058 | $476.938 | Tidak lagi dilacak |
| SNX | 31 Maret 2025 | 3.696 | $434.963 | 143,5% |
| ADBE | 31 Maret 2026 | 1.236 | $432.742 | 12,7% |
| GOVI | 31 Maret 2025 | 14.203 | $384.502 | |
| AMD | 30 Juni 2025 | 3.685 | $378.593 | 228,4% |
| DECK | 31 Maret 2025 | 1.752 | $355.814 | -19,8% |
| HON | 30 Juni 2026 | 1.562 | $352.965 | -1,2% |
| LULU | 31 Maret 2026 | 1.672 | $347.558 | -23,2% |
| COP | 30 Juni 2025 | 3.275 | $343.897 | 50,3% |
| IXUS | 30 Sep. 2025 | 4.160 | $321.573 | |
| TTEK | 30 Juni 2025 | 10.183 | $297.864 | 2,0% |
| MCD | 30 Juni 2025 | 843 | $263.298 | -7,3% |
| ELV | 31 Des. 2025 | 754 | $243.625 | 12,6% |
| CNP | 31 Des. 2025 | 6.098 | $236.607 | 5,5% |
| TMUS | 31 Maret 2026 | 1.136 | $230.696 | -13,1% |
| TROW | 30 Juni 2025 | 2.488 | $228.611 | 16,6% |
| MS | 31 Maret 2025 | 1.647 | $209.423 | 83,3% |
| STLD | 31 Des. 2025 | 1.500 | $209.145 | 31,4% |
| ANET | 31 Maret 2026 | 1.588 | $208.087 | 49,7% |
| FDX | 30 Juni 2026 | 583 | $207.674 | 4,0% |
| FICO | 30 Sep. 2025 | 113 | $206.559 | -21,8% |
| SMCI | 31 Des. 2025 | 4.289 | $205.615 | 27,5% |
| MELI | 31 Maret 2026 | 100 | $201.426 | 10,9% |
| CMCSA | 30 Sep. 2025 | 5.621 | $200.625 | -15,2% |
| VIG | 31 Maret 2025 | 1.020 | $200.393 | Tidak lagi dilacak |
| NU | 31 Des. 2025 | 11.000 | $176.110 | -13,3% |
| HOUS | 31 Maret 2026 | 11.352 | $160.742 | Tidak lagi dilacak |
| CLF | 31 Des. 2025 | 11.000 | $134.200 | -19,8% |
| CVGI | 30 Juni 2025 | 10.661 | $12.260 | 85,5% |