Titelia

Holdings of Riverbend Wealth Management, LLC

139 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 32.5 % of the equity sleeve

Sector breakdown

  • Technology 13.8 %
  • Financials 9.0 %
  • Funds 7.6 %
  • Health care 5.4 %
  • Communication 4.6 %
  • Industrials 4.3 %
  • Consumer discretionary 3.5 %
  • Consumer staples 3.2 %
  • Energy 2.4 %
  • Utilities 1.3 %
  • Materials 0.5 %
  • Real estate 0.3 %
  • Unattributed 44.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.6 %
  • NL 0.2 %
  • TW 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US137152.3M $99.63 %
2NL1323.8K $0.21 %
3TW1238.6K $0.16 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 12,5338.2M $
2WisdomTree Trust 84,1127.4M $
3Apple Inc 24,0066.1M $
4Invesco QQQ Trust Series 1 8,9295.2M $
5ALPS/SMITH Core Plus Bond ETF 194,1775M $
6NVIDIA Corp 24,0204.2M $
7iShares Core Dividend Growth ETF 53,5183.8M $
8Microsoft Corp 9,7673.6M $
9Broadcom Inc 10,2573.2M $
10Alphabet Inc 10,6973.1M $
11Amazon.com Inc 14,4333M $
12Vanguard High Dividend Yield E 19,3522.9M $
13J P Morgan Exchange Traded Fund Trust 49,2292.8M $
14Berkshire Hathaway Inc 5,5672.7M $
15Invesco S&P 500 Equal Weight ETF 13,4362.6M $
16iShares Core S&P Total U.S. Stock Market ETF 16,3462.3M $
17Merck & Co Inc 18,6812.2M $
18PIMCO Multisector Bond Active 84,4342.2M $
19Vanguard Intermediate-Term Corporate Bond ETF 25,8632.1M $
20JPMorgan Chase & Co 7,2282.1M $
21Fidelity Total Bond ETF 44,4992M $
22Dimensional ETF Trust 47,5211.8M $
23Eli Lilly & Co 1,8591.7M $
24Walmart Inc 13,7341.7M $
25Vanguard Mid-Cap ETF 5,7891.7M $
26Meta Platforms Inc 2,8381.6M $
27Vanguard Information Technology ETF 2,0991.5M $
28State Street SPDR S&P 500 ETF Trust 2,2151.4M $
29iShares Trust 18,6161.4M $
30Citigroup Inc 11,8941.3M $
31Johnson & Johnson 5,4361.3M $
32FT Vest Laddered Buffer ETF 39,0771.3M $
33American Express Co 4,2261.3M $
34Alphabet Inc 4,3241.2M $
35RTX Corp 6,3591.2M $
36Vanguard Short-term Bond Etf 15,6401.2M $
37EQT Corp 18,9281.2M $
38Bank of America Corp 24,2381.2M $
39Exxon Mobil Corp 6,6491.1M $
40Netflix Inc 11,6471.1M $
41Dell Technologies Inc 6,7911.1M $
42Ishares Gold Trust 12,1161.1M $
43GE Vernova Inc 1,089950.5K $
44Dimensional ETF Trust 22,187936.7K $
45COLUMBIA RESEARCH ENHANCED CORE ETF 23,725924.8K $
46Booking Holdings Inc 215903.3K $
47PepsiCo Inc 5,587867.6K $
48iShares Dow Jones U.S. ETF 5,400855.6K $
49iShares 0-5 Year TIPS Bond ETF 8,259854.2K $
50Amgen Inc 2,426853.5K $
51Uber Technologies Inc 11,835851.3K $
52Procter & Gamble Co/The 5,887850.4K $
53Constellation Energy Corp. 3,031846.5K $
54AbbVie Inc 3,853838.1K $
55Chevron Corp 4,025832.8K $
56Home Depot Inc/The 2,509825.3K $
57BlackRock ETF Trust 13,607791.6K $
58State Street SPDR Portfolio Ag 29,060744.5K $
59General Dynamics Corp 2,150737.8K $
60iShares Trust 3,468732.2K $
61Amphenol Corp 5,764728.3K $
62VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 3,322714.4K $
63Truist Financial Corp 15,489712K $
64Mastercard Inc 1,407702.9K $
65Cheniere Energy Inc 2,459697.9K $
66Coca-Cola Co/The 9,052688.4K $
67Phillips 66 3,659666.6K $
68Morgan Stanley 4,019661.4K $
69iShares ESG Optimized MSCI USA ETF 5,000660.5K $
70iShares U.S. Infrastructure ETF 11,528659.4K $
71Fifth Third Bancorp 13,984649.7K $
72Blackrock Inc 671645.7K $
73Wells Fargo & Co 7,282579.7K $
74iShares Russell 2000 Value ETF 3,000568.8K $
75iShares Trust 11,088554.9K $
76State Street Spdr Dow Jones Industrial Average Etf Trust 1,191551.5K $
77iShares J.P. Morgan USD Emerging Markets Bond ETF 5,806545.4K $
78ProShares Trust 5,021532.3K $
79iShares S&P Mid-Cap 400 Value ETF 4,000530K $
80iShares Investment Grade Systematic Bond ETF 11,725528.3K $
81Vanguard FTSE All-World ex-US ETF 6,763507.9K $
82Cisco Systems, Inc. 6,530506.6K $
83Vanguard Total Stock Market ETF 1,573504.7K $
84Boeing Co/The 2,533504.2K $
85Bristol-Myers Squibb Co 8,278502.1K $
86Caterpillar Inc 681482.7K $
87Vanguard S&P 500 ETF 787470.3K $
88Lockheed Martin Corp 766463.2K $
89iShares Russell 1000 Growth ETF 1,070456.2K $
90Vanguard Growth ETF 1,015443.4K $
91Digital Realty Trust Inc 2,355424.4K $
92Altria Group, Inc. 6,410423K $
93iShares Trust 2,173416.9K $
94Thermo Fisher Scientific Inc 835410.7K $
95Texas Instruments Inc 2,074402.6K $
96Goldman Sachs Group Inc/The 468396.2K $
97Analog Devices Inc 1,245396.1K $
98iShares Trust 1,174385.8K $
99iShares Core MSCI Total International Stock ETF 4,451385.6K $
100United Bankshares Inc/WV 9,275384.2K $