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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.19 Billion 5.72% of portfolio
12,241
Q3 2025 Reduced 2.8%
$0
$6.85 Billion 4.78% of portfolio
77,025
Q3 2025 Reduced 0.23%
$4.22T
$5.91 Billion 4.13% of portfolio
23,228
Q3 2025 Added 1.39%
$0
$5.1 Billion 3.56% of portfolio
8,491
Q3 2025 Reduced 1.84%
$451B
$4.33 Billion 3.02% of portfolio
23,190
Q3 2025 Added 3.21%
$3.86T
$4.31 Billion 3.01% of portfolio
8,322
Q3 2025 Added 2.6%
Alps ETF Tr
-
$4.14 Billion 2.89% of portfolio
-
Q3 2025 Added 2.68%
$139B
$3.72 Billion 2.6% of portfolio
11,268
Q3 2025 Reduced 1.52%
$0
$3.46 Billion 2.42% of portfolio
50,843
Q3 2025 Reduced 1.43%
$646B
$3.09 Billion 2.15% of portfolio
6,137
Q3 2025 Added 1.12%
$1.5T
$3.03 Billion 2.11% of portfolio
12,460
Q3 2025 Added 1.23%
$2.26T
$2.73 Billion 1.91% of portfolio
12,450
Q3 2025 Added 1.02%
$0
$2.58 Billion 1.8% of portfolio
18,319
Q3 2025 Reduced 1.44%
$0
$2.41 Billion 1.69% of portfolio
42,287
Q3 2025 Added 3.61%
$0
$2.32 Billion 1.62% of portfolio
12,236
Q3 2025 Reduced 0.27%
$0
$2.07 Billion 1.45% of portfolio
44,867
Q3 2025 Added 19.89%
$1.61T
$1.96 Billion 1.37% of portfolio
2,672
Q3 2025 Added 0.49%
Pimco ETF Tr
-
$1.86 Billion 1.3% of portfolio
-
Q3 2025 Added 1.78%
$0
$1.83 Billion 1.28% of portfolio
21,749
Q3 2025 Added 21.65%
$0
$1.79 Billion 1.25% of portfolio
31,690
Q3 2025 Reduced 0.14%
$0
$1.66 Billion 1.16% of portfolio
11,418
Q3 2025 Added 9.64%
$0
$1.58 Billion 1.1% of portfolio
5,365
Q3 2025 Reduced 3.84%
$0
$1.54 Billion 1.07% of portfolio
2,061
Q3 2025 Reduced 0.43%
$190B
$1.53 Billion 1.07% of portfolio
15,121
Q3 2025 Reduced 0.11%
$0
$1.47 Billion 1.03% of portfolio
2,207
Q3 2025 Reduced 3.58%
$552B
$1.44 Billion 1.01% of portfolio
1,205
Q3 2025 Reduced 1.15%
$265B
$1.39 Billion 0.97% of portfolio
4,171
Q3 2025 Reduced 0.33%
$0
$1.32 Billion 0.92% of portfolio
39,544
Q3 2025 Reduced 3.57%
$760B
$1.31 Billion 0.91% of portfolio
1,710
Q3 2025 Added 3.01%
$222B
$1.28 Billion 0.89% of portfolio
15,196
Q3 2025 Added 5.12%
$288B
$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%
$0
$1.22 Billion 0.85% of portfolio
15,502
Q3 2025 Added 14.51%
$0
$1.2 Billion 0.84% of portfolio
27,188
Q3 2025 Added 0.48%
$0
$1.19 Billion 0.83% of portfolio
30,739
Q3 2025 Added 11.84%
$0
$1.17 Billion 0.82% of portfolio
17,292
Q3 2025 Added 2.59%
$184B
$1.14 Billion 0.79% of portfolio
11,595
Q3 2025 Reduced 0.49%
$210B
$1.06 Billion 0.74% of portfolio
196
Q3 2025 Reduced 2.97%
$1.53T
$1.02 Billion 0.71% of portfolio
4,198
Q3 2025 Added 0.99%
$502B
$896 Million 0.63% of portfolio
4,830
Q3 2025 Added 0.5%
Dimensional ETF Trust
-
$892 Million 0.62% of portfolio
-
Q3 2025 Added 2.61%
$546B
$887 Million 0.62% of portfolio
1,560
Q3 2025 Added 1.69%
$38.3B
$868 Million 0.61% of portfolio
6,122
Q3 2025 Added 10.35%
$0
$877 Million 0.61% of portfolio
5,400
Q4 2024 New
$131B
$842 Million 0.59% of portfolio
2,559
Q3 2025 Added 5.14%
$400B
$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%
$20.7B
$797 Million 0.56% of portfolio
14,634
Q3 2025 Added 2.09%
$409B
$776 Million 0.54% of portfolio
3,350
Q3 2025 Added 1.24%

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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