Riverbend Wealth Management, LLC Portfolio Holdings

Riverbend Wealth Management, LLC

  • $132 Billion
  • Q2 2025

Riverbend Wealth Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $7.82B, Wisdomtree Tr Us Quality Divid with a value of $6.46B, Invesco Qqq Trust, Series 1 with a value of $4.77B, Apple Inc. with a value of $4.7B, and Microsoft Corp with a value of $4.03B.

Examining the 13F form we can see an increase of $20.3B in the current position value, from $112B to 132B.

Riverbend Wealth Management, LLC is based out at Myrtle Beach, SC

Below you can find more details about Riverbend Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $132 Billion
ETFs: $61.6 Billion
Technology: $19.9 Billion
Financial Services: $12 Billion
Communication Services: $6.91 Billion
Healthcare: $6.74 Billion
Consumer Cyclical: $5.61 Billion
Consumer Defensive: $3.78 Billion
Energy: $3.03 Billion
Other: $5.35 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$4.7 Billion 3.56% of portfolio
22,910
Q2 2025 Added 5.42%
$3.95T
$4.03 Billion 3.05% of portfolio
8,111
Q2 2025 Added 0.81%
$456B
$3.55 Billion 2.69% of portfolio
22,468
Q2 2025 Added 21.84%
$127B
$3.15 Billion 2.39% of portfolio
11,442
Q2 2025 Added 3.03%
$621B
$2.95 Billion 2.23% of portfolio
6,069
Q2 2025 Added 1.13%
$2.26T
$2.7 Billion 2.05% of portfolio
12,324
Q2 2025 Added 2.83%
$1.21T
$2.17 Billion 1.64% of portfolio
12,308
Q2 2025 Reduced 9.14%
$859B
$2.05 Billion 1.55% of portfolio
7,076
Q2 2025 Added 2.71%
$1.78T
$1.96 Billion 1.49% of portfolio
2,659
Q2 2025 Added 3.18%
$545B
$1.63 Billion 1.24% of portfolio
1,219
Q2 2025 Added 0.08%
$227B
$1.33 Billion 1.01% of portfolio
4,185
Q2 2025 Added 3.69%
$185B
$1.29 Billion 0.98% of portfolio
15,138
Q2 2025 Added 11.05%
$608B
$1.29 Billion 0.98% of portfolio
1,660
Q2 2025 Added 49.68%
$281B
$1.22 Billion 0.92% of portfolio
12,430
Q2 2025 Added 4.66%
$217B
$1.17 Billion 0.88% of portfolio
202
Q2 2025 Added 4.12%
$381B
$1.15 Billion 0.87% of portfolio
24,352
Q2 2025 Added 3.58%
$182B
$1.09 Billion 0.82% of portfolio
11,652
Q2 2025 Added 2.99%
$548B
$862 Million 0.65% of portfolio
1,534
Q2 2025 Added 0.99%
$18.8B
$836 Million 0.63% of portfolio
14,334
Q2 2025 Added 206.74%
$111B
$785 Million 0.59% of portfolio
2,434
Q2 2025 New
$405B
$752 Million 0.57% of portfolio
2,051
Q2 2025 Reduced 13.82%
$232B
$748 Million 0.57% of portfolio
2,742
Q2 2025 Reduced 14.95%
$452B
$734 Million 0.56% of portfolio
4,806
Q2 2025 Reduced 0.46%
$368B
$739 Million 0.56% of portfolio
4,638
Q2 2025 Reduced 0.58%
$1.24T
$737 Million 0.56% of portfolio
4,157
Q2 2025 Added 4.66%
$442B
$699 Million 0.53% of portfolio
6,487
Q2 2025 Added 8.61%
$36.7B
$680 Million 0.51% of portfolio
5,548
Q2 2025 New
$58.4B
$643 Million 0.49% of portfolio
14,959
Q2 2025 Added 1.25%
$157B
$634 Million 0.48% of portfolio
1,639
Q2 2025 Reduced 10.19%
$23.9B
$623 Million 0.47% of portfolio
-
Q2 2025 Added 2.25%
$202B
$611 Million 0.46% of portfolio
4,629
Q2 2025 Added 13.62%
$351B
$614 Million 0.46% of portfolio
3,309
Q2 2025 Added 8.0%
$152B
$590 Million 0.45% of portfolio
2,111
Q2 2025 Added 5.6%
$29B
$583 Million 0.44% of portfolio
14,169
Q2 2025 Added 0.05%
$112B
$583 Million 0.44% of portfolio
8,451
Q2 2025 Added 5.9%
$306B
$554 Million 0.42% of portfolio
7,835
Q2 2025 Added 33.91%
$86.2B
$558 Million 0.42% of portfolio
1,912
Q2 2025 Added 2.03%
$302B
$552 Million 0.42% of portfolio
3,852
Q2 2025 Reduced 39.25%
$245B
$550 Million 0.42% of portfolio
1,761
Q2 2025 Reduced 31.56%
$229B
$545 Million 0.41% of portfolio
3,734
Q2 2025 Added 0.97%
$57.4B
$535 Million 0.4% of portfolio
2,195
Q2 2025 Added 2.43%
$293B
$439 Million 0.33% of portfolio
6,322
Q2 2025 Reduced 21.23%
$57.7B
$405 Million 0.31% of portfolio
3,395
Q2 2025 Added 4.59%
$177B
$387 Million 0.29% of portfolio
1,863
Q2 2025 Added 2.53%
$118B
$368 Million 0.28% of portfolio
6,269
Q2 2025 Added 1.36%
$99B
$372 Million 0.28% of portfolio
8,031
Q2 2025 Added 8.75%
$60.2B
$373 Million 0.28% of portfolio
8,597
Q2 2025 Added 16.65%
$48.7B
$356 Million 0.27% of portfolio
2,043
Q2 2025 Added 3.03%
$152B
$343 Million 0.26% of portfolio
1,544
Q2 2025 Added 2.32%

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $132 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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