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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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