Riverbend Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Riverbend Wealth Management, LLC reported 114 stock positions worth $112.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.6% of the portfolio, followed by Wisdomtree U.S. Quality Divi (DGRW, 5.5%) and Apple (AAPL, 5.0%).
- Most Recent 13F
- Q2 2026
- Location
- Myrtle Beach, SC
- CIK
- 0002055570
- Portfolio Value
- $112.3M (Q4 2024)
- SEC Filing
- 0001085146-25-000896 ↗ filed Feb 7, 2025
Holdings Value
Holdings 114 stocks · $112.3M
| IVV iShares Core S&P 500 ETF | 7.60% | 14,437 | $8.5M | — |
| DGRW Wisdomtree U.S. Quality Divi | 5.51% | 76,297 | $6.2M | — |
| AAPL Apple Inc. | 4.98% | 22,318 | $5.6M | — |
| QQQ Invesco QQQ Trust Series 1 | 3.73% | 8,150 | $4.2M | — |
| MSFT Microsoft Corp. | 2.96% | 7,850 | $3.3M | — |
| DGRO iShares Core Dividend Growth | 2.93% | 53,558 | $3.3M | — |
| SMTH Alps SMTH Cor BD Plus ETF | 2.43% | 106,830 | $2.7M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.42% | 6,002 | $2.7M | — |
| AMZN Amazon.com Inc. | 2.26% | 11,575 | $2.5M | — |
| GOOGL Alphabet Inc. Class A | 2.21% | 13,089 | $2.5M | — |
| RSP Invesco S&P 500 Equal Weight | 2.11% | 13,502 | $2.4M | — |
| NVDA Nvidia Corp. | 2.11% | 17,605 | $2.4M | — |
| AVGO Broadcom Inc. | 2.09% | 10,089 | $2.3M | — |
| VYM Vanguard High DVD Yield ETF | 2.03% | 17,815 | $2.3M | — |
| JEPI JPMorgan Equity Premium Inco | 1.71% | 33,332 | $1.9M | — |
| FBND Fidelity Total Bond ETF | 1.56% | 39,045 | $1.8M | — |
| FLQM Franklin U.S. Mid Cap Multif | 1.51% | 31,194 | $1.7M | — |
| JPM JPMorgan Chase & Co. | 1.46% | 6,799 | $1.6M | — |
| META Meta Platforms Inc. Class A | 1.34% | 2,569 | $1.5M | — |
| VCIT Vanguard Int-Term Corporate | 1.32% | 18,453 | $1.5M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.27% | 5,356 | $1.4M | — |
| NFLX Netflix Inc. | 1.13% | 1,419 | $1.3M | — |
| UNH Unitedhealth Group Inc. | 1.07% | 2,349 | $1.2M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.06% | 2,033 | $1.2M | — |
| AXP American Express Co. | 1.03% | 3,877 | $1.2M | — |
| VGT Vanguard Info Tech ETF | 1.00% | 1,793 | $1.1M | — |
| WMT Walmart Inc. | 0.97% | 12,050 | $1.1M | — |
| BSV Vanguard Short-Term Bond ETF | 0.95% | 13,823 | $1.1M | — |
| DFAC Dimensional US Core Equity 2 | 0.95% | 30,678 | $1.1M | — |
| FSMD Fidelity Small-Mid Multifact | 0.92% | 25,046 | $1.0M | — |
| MA Mastercard Inc. Class A | 0.89% | 1,895 | $1.0M | — |
| ITOT iShares Core S&P Total U.S. | 0.89% | 7,775 | $1.0M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.88% | 22,512 | $991K | — |
| CRM Salesforce Inc. | 0.86% | 2,892 | $969K | — |
| HD Home Depot Inc. | 0.84% | 2,409 | $944K | — |
| BKNG Booking Holdings Inc. | 0.83% | 186 | $927K | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.81% | 29,869 | $910K | — |
| CVX Chevron Corp. | 0.77% | 5,974 | $869K | — |
| LLY Eli Lilly & Co. | 0.74% | 1,075 | $832K | — |
| IYY iShares Dow Jones U.S. ETF | 0.69% | 5,400 | $773K | — |
| C Citigroup Inc. | 0.69% | 10,944 | $772K | — |
| PG The Procter & Gamble Co. | 0.68% | 4,533 | $764K | — |
| MRK Merck & Co. Inc. | 0.65% | 7,315 | $729K | — |
| GOOG Alphabet Inc. Class C | 0.64% | 3,764 | $717K | — |
| JNJ Johnson & Johnson | 0.60% | 4,613 | $669K | — |
| TFC Truist Financial Corp. | 0.57% | 14,624 | $634K | — |
| XOM Exxon Mobil Corp. | 0.56% | 5,815 | $627K | — |
| IVE iShares S&P 500 Value ETF | 0.54% | 3,198 | $610K | — |
| SUSA iShares ESG Optimized MSCI U | 0.54% | 5,000 | $608K | — |
| CRH CRH PLC | 0.54% | 6,538 | $605K | — |
| DFAW Dimensional World Eqty ETF | 0.53% | 9,584 | $599K | — |
| FITB Fifth Third Bancorp | 0.53% | 14,160 | $599K | — |
| BLK BlackRock Inc. | 0.53% | 567 | $590K | — |
| ADBE Adobe Inc. | 0.52% | 1,321 | $587K | — |
| PEP Pepsico Inc. | 0.48% | 3,566 | $544K | — |
| ABBV Abbvie Inc. | 0.48% | 2,998 | $534K | — |
| MCD McDonald's Corp. | 0.47% | 1,798 | $523K | — |
| IFRA iShares US Infrastructure | 0.46% | 11,167 | $519K | — |
| NEE Nextera Energy Inc. | 0.45% | 7,096 | $511K | — |
| COM Direxion Auspice BRD Cmdty | 0.45% | 18,010 | $511K | — |
| AMD Advanced Micro Devices | 0.45% | 4,181 | $505K | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.45% | 4,000 | $500K | — |
| NOBL Proshares S&P 500 Dividend A | 0.44% | 5,000 | $498K | — |
| IWN iShares Russell 2000 Value E | 0.44% | 3,000 | $493K | — |
| CSCO Cisco Systems Inc. | 0.43% | 8,195 | $486K | — |
| GD General Dynamics Corp. | 0.43% | 1,827 | $485K | — |
| LMT Lockheed Martin Corp. | 0.42% | 962 | $471K | — |
| LNG Cheniere Energy Inc. | 0.42% | 2,173 | $470K | — |
| AMGN Amgen Inc. | 0.42% | 1,778 | $469K | — |
| QUAL iShares MSCI USA Quality Fac | 0.39% | 2,484 | $443K | — |
| BMY Bristol-Myers Squibb Co. | 0.39% | 7,692 | $436K | — |
| SNX TD Synnex Corp. | 0.39% | 3,696 | $435K | — |
| TXN Texas Instruments Inc. | 0.38% | 2,282 | $429K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.38% | 1,002 | $427K | — |
| SCHD Schwab US DVD Equity ETF | 0.38% | 15,601 | $426K | — |
| RTX RTX Corp. | 0.38% | 3,663 | $426K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.36% | 989 | $406K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.36% | 4,655 | $401K | — |
| LOW Lowe's Cos Inc. | 0.34% | 1,562 | $386K | — |
| GOVI Invesco Equal Weight 0-30 YR | 0.34% | 14,203 | $385K | — |
| IAU iShares Gold Trust | 0.32% | 7,284 | $361K | — |
| PSX Phillips 66 | 0.32% | 3,138 | $360K | — |
| DFCF Dimensional Core Fixed Inc. | 0.32% | 8,666 | $358K | — |
| DECK Deckers Outdoor Corp. | 0.32% | 1,752 | $356K | — |
| KO The Coca-Cola Co. | 0.31% | 5,620 | $351K | — |
| UBER Uber Technologies Inc. | 0.30% | 5,565 | $336K | — |
| IWD iShares Russell 1000 Value E | 0.29% | 1,754 | $325K | — |
| MO Altria Group Inc. | 0.28% | 6,018 | $315K | — |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 599 | $312K | — |
| SPAB SS SPDR P Agg Bond ETF | 0.27% | 12,318 | $308K | — |
| UBSI United Bankshares Inc. | 0.27% | 8,154 | $306K | — |
| COP Conocophillips | 0.27% | 2,997 | $299K | — |
| MUB iShares National Muni Bond E | 0.26% | 2,787 | $297K | — |
| RECS Columbia Resear Enh Cor ETF | 0.25% | 8,149 | $282K | — |
| ADI Analog Devices Inc. | 0.25% | 1,310 | $279K | — |
| DUK Duke Energy Corp. | 0.24% | 2,524 | $274K | — |
| IJR iShares Core S&P Small-Cap E | 0.24% | 2,303 | $265K | — |
| VOO Vanguard S&P 500 ETF | 0.23% | 486 | $262K | — |
| CAT Caterpillar Inc. | 0.23% | 711 | $260K | — |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.23% | 2,276 | $258K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 173 | $196.7M | IVV, DGRW, AAPL, QQQ, NVDA |
| Q1 2026 | 149 | $160.8M | IVV, DGRW, AAPL, QQQ, SMTH |
| Q4 2025 | 148 | $158.8M | IVV, DGRW, AAPL, QQQ, SMTH |
| Q3 2025 | 138 | $143.2M | IVV, DGRW, AAPL, QQQ, NVDA |
| Q2 2025 | 135 | $132.1M | IVV, DGRW, QQQ, AAPL, MSFT |
| Q1 2025 | 119 | $111.8M | IVV, DGRW, AAPL, QQQ, BRK.B |
| Q4 2024 | 114 | $112.3M | IVV, DGRW, AAPL, QQQ, MSFT |