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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$295 Million 0.22% of portfolio
2,700
Q2 2025 Added 12.88%
$0
$264 Million 0.2% of portfolio
1,105
Q2 2025 Added 1.94%
$0
$261 Million 0.2% of portfolio
3,437
Q2 2025 New
$0
$233 Million 0.18% of portfolio
5,046
Q2 2025 Reduced 7.8%
$0
$205 Million 0.16% of portfolio
4,076
Q2 2025 New
$0
$205 Million 0.16% of portfolio
1,860
Q2 2025 New
$0
$202 Million 0.15% of portfolio
4,088
Q2 2025 New

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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