Riverbend Wealth Management, LLC Portfolio Holdings

Riverbend Wealth Management, LLC

  • $143 Billion
  • Q3 2025

Riverbend Wealth Management, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $143 Billion distributed in 138 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 $8.19B, Wisdomtree Tr Us Quality Divid with a value of $6.85B, Apple Inc. with a value of $5.91B, Invesco Qqq Trust, Series 1 with a value of $5.1B, and Nvidia Corp with a value of $4.33B.

Examining the 13F form we can see an increase of $11.1B in the current position value, from $132B to 143B.

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 $143 Billion
ETFs: $66.3 Billion
Technology: $22.8 Billion
Financial Services: $12.9 Billion
Communication Services: $7.68 Billion
Healthcare: $6.66 Billion
Consumer Cyclical: $5.56 Billion
Consumer Defensive: $3.89 Billion
Energy: $3.12 Billion
Other: $6.32 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$5.91 Billion 4.13% of portfolio
23,228
Q3 2025 Added 1.39%
$465B
$4.33 Billion 3.02% of portfolio
23,190
Q3 2025 Added 3.21%
$3.78T
$4.31 Billion 3.01% of portfolio
8,322
Q3 2025 Added 2.6%
$139B
$3.72 Billion 2.6% of portfolio
11,268
Q3 2025 Reduced 1.52%
$662B
$3.09 Billion 2.15% of portfolio
6,137
Q3 2025 Added 1.12%
$1.65T
$3.03 Billion 2.11% of portfolio
12,460
Q3 2025 Added 1.23%
$2.39T
$2.73 Billion 1.91% of portfolio
12,450
Q3 2025 Added 1.02%
$881B
$2.06 Billion 1.44% of portfolio
6,523
Q3 2025 Reduced 7.82%
$1.37T
$1.96 Billion 1.37% of portfolio
2,672
Q3 2025 Added 0.49%
$190B
$1.53 Billion 1.07% of portfolio
15,121
Q3 2025 Reduced 0.11%
$49.1B
$1.44 Billion 1.01% of portfolio
1,205
Q3 2025 Reduced 1.15%
$255B
$1.39 Billion 0.97% of portfolio
4,171
Q3 2025 Reduced 0.33%
$971B
$1.31 Billion 0.91% of portfolio
1,710
Q3 2025 Added 3.01%
$235B
$1.28 Billion 0.89% of portfolio
15,196
Q3 2025 Added 5.12%
$279B
$1.26 Billion 0.88% of portfolio
12,263
Q3 2025 Reduced 1.34%
$413B
$1.25 Billion 0.87% of portfolio
24,221
Q3 2025 Reduced 0.54%
$191B
$1.06 Billion 0.74% of portfolio
196
Q3 2025 Reduced 2.97%
$1.74T
$1.02 Billion 0.71% of portfolio
4,198
Q3 2025 Added 0.99%
$522B
$896 Million 0.63% of portfolio
4,830
Q3 2025 Added 0.5%
$512B
$887 Million 0.62% of portfolio
1,560
Q3 2025 Added 1.69%
$34.7B
$868 Million 0.61% of portfolio
6,122
Q3 2025 Added 10.35%
$111B
$842 Million 0.59% of portfolio
2,559
Q3 2025 Added 5.14%
$367B
$842 Million 0.59% of portfolio
2,079
Q3 2025 Added 1.37%
$23.9B
$820 Million 0.57% of portfolio
-
Q3 2025 Added 0.86%
$22B
$797 Million 0.56% of portfolio
14,634
Q3 2025 Added 2.09%
$414B
$776 Million 0.54% of portfolio
3,350
Q3 2025 Added 1.24%
$490B
$740 Million 0.52% of portfolio
6,562
Q3 2025 Added 1.16%
$346B
$722 Million 0.5% of portfolio
4,701
Q3 2025 Added 1.36%
$59.5B
$693 Million 0.48% of portfolio
15,148
Q3 2025 Added 1.26%
$237B
$668 Million 0.47% of portfolio
2,817
Q3 2025 Added 2.74%
$204B
$674 Million 0.47% of portfolio
4,801
Q3 2025 Added 3.72%
$94.5B
$666 Million 0.46% of portfolio
1,953
Q3 2025 Added 2.14%
$258B
$622 Million 0.43% of portfolio
3,718
Q3 2025 Reduced 0.43%
$29.2B
$621 Million 0.43% of portfolio
13,949
Q3 2025 Reduced 1.55%
$183B
$613 Million 0.43% of portfolio
2,173
Q3 2025 Added 2.94%
$303B
$606 Million 0.42% of portfolio
3,902
Q3 2025 Added 1.3%
$151B
$588 Million 0.41% of portfolio
1,668
Q3 2025 Added 1.77%
$306B
$530 Million 0.37% of portfolio
7,997
Q3 2025 Added 2.07%
$53.8B
$510 Million 0.36% of portfolio
2,171
Q3 2025 Reduced 1.09%
$109B
$493 Million 0.34% of portfolio
8,884
Q3 2025 Added 5.12%
$68.5B
$470 Million 0.33% of portfolio
3,455
Q3 2025 Added 1.77%
$319B
$428 Million 0.3% of portfolio
6,262
Q3 2025 Reduced 0.95%
$104B
$422 Million 0.29% of portfolio
6,386
Q3 2025 Added 1.87%
$222B
$366 Million 0.26% of portfolio
756
Q3 2025 Added 4.85%
$140B
$368 Million 0.26% of portfolio
1,464
Q3 2025 Reduced 5.18%
$45.5B
$362 Million 0.25% of portfolio
2,091
Q3 2025 Added 2.35%
$99.5B
$363 Million 0.25% of portfolio
8,043
Q3 2025 Added 0.15%
$291B
$353 Million 0.25% of portfolio
739
Q3 2025 Reduced 7.28%
$123B
$362 Million 0.25% of portfolio
726
Q3 2025 Reduced 0.14%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $143 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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