Riverbend Wealth Management, LLC
Long book
$160.8M
Q1 2026
Positions
149
Top-10 weight
31%
concentration
Last quarter
+11.6%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsRiverbend Wealth Management, LLC is a wealth-management firm allocating client money, running a $160.8M US long book across 149 positions.
The portfolio is moderately concentrated (top 10 ≈ 31% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder.
Over the last 6 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 3 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-3.1%
Q1 2025
+7.9%
Q2 2025
+7.3%
Q3 2025
+3.2%
Q4 2025
-2.0%
Q1 2026
+11.6%
Sector allocation
No sector data
Long book by quarter
What does Riverbend Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 22, 2026 | 152 | $174.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 29, 2026 | 151 | $161.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 21, 2025 | 138 | $143.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 29, 2025 | 135 | $132.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 23, 2025 | 119 | $111.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 114 | $112.3M | canonical | SEC ↗ |