SEC Form 13F

Riverbend Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$199,119,779
Positions176

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$10,012,01113,369
WISDOMTREE TRDGRWUS QTLY DIV GRT$8,478,66388,670
APPLE INCAAPLCOM$7,181,86624,820
INVESCO QQQ TRQQQUNIT SER 1$7,040,7399,561
NVIDIA CORPORATIONNVDACOM$5,202,42326,000
ALPS ETF TRSMTHSMITH CORE PLUS$4,368,498169,716
ISHARES TRDGROCORE DIV GRWTH$4,317,31956,964
MICROSOFT CORPMSFTCOM$4,222,44511,320
ALPHABET INCGOOGLCAP STK CL A$4,070,37911,390
BROADCOM INCAVGOCOM$3,967,79810,504

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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