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Jeremy Morris Finger

Riverbend Wealth Management, Llc

Assets Managed
$199.12M
Holdings
173
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
14.08%(2Q avg: 11.23%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Riverbend Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 173 positions.

Assets under management

The assets under management (AUM) of Riverbend Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 199.12M in assets, with a quarterly growth rate of 14.08% and a 2-quarter average growth rate of 11.23%. The portfolio is managed by Jeremy Morris Finger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.68%
5.03%
$10.012M
13,369 shares@ $748.9 avg price
AAPL
Apple Inc
Recent Activity
Decreased -60.1%
4.35%
$8.658M
29,920 shares@ $289.36 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 5.42%
4.26%
$8.479M
88,670 shares@ $95.63 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 7.08%
3.54%
$7.041M
9,561 shares@ $736.41 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 7.47%
2.87%
$5.703M
28,500 shares@ $200.1 avg price
SMTH
Alps Smth Cor Bd Plus Etf
Recent Activity
Decreased -12.59%
2.2%
$4.368M
169,716 shares@ $25.75 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 6.44%
2.17%
$4.317M
56,964 shares@ $75.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 15.91%
2.13%
$4.222M
11,320 shares@ $373.01 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 6.48%
2.05%
$4.07M
11,390 shares@ $357.37 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 2.41%
2%
$3.968M
10,504 shares@ $377.75 avg price

1-10 of 173