Riverbend Wealth Management, LLC
Annual return '25
+12.3%
SPY '25
+17.7%
Alpha
-5.4ptsvs SPY
Invested
$276.4M
Holdings
42
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
32.1%
02
$SCHA
SCHWAB STRATEGIC TR
Held since at least Q1 2024
18.8%
03
$QYLD
GLOBAL X FDS
Held since at least Q1 2024
6.7%
04
$SCHD
SCHWAB STRATEGIC TR
Q2 2025: Exited (was 17.1k shares)
6.2%
05
$XYLD
GLOBAL X FDS
Held since at least Q1 2024
5.8%
06
$JHSC
JOHN HANCOCK EXCHANGE TRADED
Held since at least Q1 2024
4.7%
07
$QQQM
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
4.2%
08
$SCHO
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.6%
09
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 55.4% (8.6k → 3.9k shares)
2.8%
10
$ETV
EATON VANCE TAX-MANAGED BUY-
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:10 UTC.