Riverbend Wealth Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Riverbend Wealth Management, LLC reported 119 stock positions worth $111.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.3% of the portfolio, followed by Wisdomtree U.S. Quality Divi (DGRW, 5.4%) and Apple (AAPL, 4.3%). Compared with Q4 2024, it opened 10 new positions, sold out of 5, added to 72 and reduced 30. The biggest buy was a new position in PIMCO Multisector Bond Actv (PYLD) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −14%).

Most Recent 13F
Q2 2026
Location
Myrtle Beach, SC
CIK
0002055570
Portfolio Value
$111.8M (Q1 2025)
SEC Filing
0001085146-25-002262 ↗ filed Apr 23, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $112.3M Q4 2024 Q1 2025: $111.8M $111.8M Q1 2025 Q2 2025: $132.1M Q2 2025 Q3 2025: $143.2M Q3 2025 Q4 2025: $158.8M Q4 2025 Q1 2026: $160.8M Q1 2026 Q2 2026: $196.7M Q2 2026

Holdings 119 stocks · $111.8M
IVV iShares Core S&P 500 ETF 6.26% 12,449 $7.0M Reduce -13.8%
DGRW Wisdomtree U.S. Quality Divi 5.36% 74,995 $6.0M Reduce -1.7%
AAPL Apple Inc. 4.32% 21,732 $4.8M Reduce -2.6%
QQQ Invesco QQQ Trust Series 1 3.43% 8,172 $3.8M Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 2.86% 6,001 $3.2M Reduce -0.0%
DGRO iShares Core Dividend Growth 2.83% 51,183 $3.2M Reduce -4.4%
MSFT Microsoft Corp. 2.70% 8,046 $3.0M Add +2.5%
SMTH Alps SMTH Cor BD Plus ETF 2.64% 113,955 $2.9M Add +6.7%
AMZN Amazon.com Inc. 2.04% 11,985 $2.3M Add +3.5%
VYM Vanguard High DVD Yield ETF 2.02% 17,530 $2.3M Reduce -1.6%
RSP Invesco S&P 500 Equal Weight 2.00% 12,918 $2.2M Reduce -4.3%
GOOGL Alphabet Inc. Class A 1.87% 13,546 $2.1M Add +3.5%
NVDA Nvidia Corp. 1.79% 18,441 $2.0M Add +4.8%
JEPI JPMorgan Equity Premium Inco 1.70% 33,303 $1.9M Reduce -0.1%
FBND Fidelity Total Bond ETF 1.68% 41,201 $1.9M Add +5.5%
AVGO Broadcom Inc. 1.66% 11,105 $1.9M Add +10.1%
JPM JPMorgan Chase & Co. 1.51% 6,889 $1.7M Add +1.3%
FLQM Franklin U.S. Mid Cap Multif 1.47% 30,974 $1.6M Reduce -0.7%
VCIT Vanguard Int-Term Corporate 1.38% 18,812 $1.5M Add +1.9%
META Meta Platforms Inc. Class A 1.33% 2,577 $1.5M Add +0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.23% 5,321 $1.4M Reduce -0.7%
PYLD PIMCO Multisector Bond Actv 1.22% 51,580 $1.4M New
UNH Unitedhealth Group Inc. 1.21% 2,573 $1.3M Add +9.5%
MRK Merck & Co. Inc. 1.08% 13,493 $1.2M Add +84.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.05% 2,098 $1.2M Add +3.2%
NFLX Netflix Inc. 1.02% 1,218 $1.1M Reduce -14.2%
BSV Vanguard Short-Term Bond ETF 0.98% 14,021 $1.1M Add +1.4%
BUFR FT Vest Lad Buffervetf-Usd I 0.97% 36,705 $1.1M Add +22.9%
AXP American Express Co. 0.97% 4,036 $1.1M Add +4.1%
CVX Chevron Corp. 0.95% 6,341 $1.1M Add +6.1%
VGT Vanguard Info Tech ETF 0.95% 1,952 $1.1M Add +8.9%
FSMD Fidelity Small-Mid Multifact 0.93% 26,628 $1.0M Add +6.3%
WMT Walmart Inc. 0.93% 11,876 $1.0M Reduce -1.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.88% 23,511 $981K Add +4.4%
C Citigroup Inc. 0.87% 13,632 $968K Add +24.6%
ITOT iShares Core S&P Total U.S. 0.86% 7,862 $959K Add +1.1%
LLY Eli Lilly & Co. 0.82% 1,109 $916K Add +3.2%
BKNG Booking Holdings Inc. 0.80% 194 $892K Add +4.3%
HD Home Depot Inc. 0.78% 2,380 $872K Reduce -1.2%
CRM Salesforce Inc. 0.77% 3,224 $865K Add +11.5%
MA Mastercard Inc. Class A 0.74% 1,519 $832K Reduce -19.8%
UBER Uber Technologies Inc. 0.74% 11,314 $824K Add +103.3%
JNJ Johnson & Johnson 0.72% 4,828 $801K Add +4.7%
PG The Procter & Gamble Co. 0.71% 4,665 $795K Add +2.9%
IYY iShares Dow Jones U.S. ETF 0.66% 5,400 $735K No change
XOM Exxon Mobil Corp. 0.64% 5,973 $710K Add +2.7%
ADBE Adobe Inc. 0.63% 1,825 $700K Add +38.1%
DFAW Dimensional World Eqty ETF 0.62% 11,361 $696K Add +18.5%
ABBV Abbvie Inc. 0.57% 3,064 $642K Add +2.2%
AMGN Amgen Inc. 0.56% 1,999 $623K Add +12.4%
DFAC Dimensional US Core Equity 2 0.56% 18,844 $622K Reduce -38.6%
GOOG Alphabet Inc. Class C 0.56% 3,972 $621K Add +5.5%
PEP Pepsico Inc. 0.55% 4,074 $611K Add +14.3%
IVE iShares S&P 500 Value ETF 0.55% 3,198 $609K No change
TFC Truist Financial Corp. 0.54% 14,775 $608K Add +1.0%
COM Direxion Auspice BRD Cmdty 0.54% 20,652 $606K Add +14.7%
CRH CRH PLC 0.52% 6,633 $584K Add +1.4%
SUSA iShares ESG Optimized MSCI U 0.51% 5,000 $574K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.51% 13,682 $572K New
BLK BlackRock Inc. 0.50% 587 $555K Add +3.5%
FITB Fifth Third Bancorp 0.50% 14,162 $555K Add +0.0%
NVO Novo-Nordisk A/S-Spons ADR 0.50% 7,980 $554K Add +71.4%
NEE Nextera Energy Inc. 0.49% 7,668 $544K Add +8.1%
NOBL Proshares S&P 500 Dividend A 0.46% 5,000 $511K No change
GD General Dynamics Corp. 0.46% 1,874 $511K Add +2.6%
LNG Cheniere Energy Inc. 0.44% 2,143 $496K Reduce -1.4%
CSCO Cisco Systems Inc. 0.44% 8,026 $495K Reduce -2.1%
RTX RTX Corp. 0.44% 3,698 $490K Add +1.0%
IFRA iShares US Infrastructure 0.44% 10,847 $489K Reduce -2.9%
IJJ iShares S&P Mid-Cap 400 Valu 0.43% 4,000 $479K No change
SCHD Schwab US DVD Equity ETF 0.43% 17,058 $477K Add +9.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.42% 1,127 $473K Add +12.5%
IWN iShares Russell 2000 Value E 0.41% 3,000 $453K No change
BMY Bristol-Myers Squibb Co. 0.40% 7,385 $450K Reduce -4.0%
IAU iShares Gold Trust 0.38% 7,287 $430K Add +0.0%
QUAL iShares MSCI USA Quality Fac 0.38% 2,476 $423K Reduce -0.3%
KO The Coca-Cola Co. 0.37% 5,851 $419K Add +4.1%
DFCF Dimensional Core Fixed Inc. 0.36% 9,569 $402K Add +10.4%
PSX Phillips 66 0.36% 3,246 $401K Add +3.4%
AMD Advanced Micro Devices 0.34% 3,685 $379K Reduce -11.9%
MO Altria Group Inc. 0.33% 6,185 $371K Add +2.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.33% 989 $367K No change
RECS Columbia Resear Enh Cor ETF 0.32% 10,680 $355K Add +31.1%
LOW Lowe's Cos Inc. 0.31% 1,509 $352K Reduce -3.4%
VOO Vanguard S&P 500 ETF 0.31% 682 $350K Add +40.3%
COP Conocophillips 0.31% 3,275 $344K Add +9.3%
LMT Lockheed Martin Corp. 0.31% 768 $343K Reduce -20.2%
SPAB SS SPDR P Agg Bond ETF 0.31% 13,380 $342K Add +8.6%
TMO Thermo Fisher Scientific Inc. 0.30% 667 $332K Add +11.3%
TXN Texas Instruments Inc. 0.29% 1,817 $326K Reduce -20.4%
IWD iShares Russell 1000 Value E 0.29% 1,720 $324K Reduce -1.9%
DUK Duke Energy Corp. 0.28% 2,546 $311K Add +0.9%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.27% 6,278 $306K New
MUB iShares National Muni Bond E 0.27% 2,882 $304K Add +3.4%
TTEK Tetra Tech Inc. 0.27% 10,183 $298K New
MDT Medtronic PLC 0.26% 3,290 $296K Add +11.3%
DLR Digital Realty Trust Inc. 0.25% 1,983 $284K Add +40.6%
UBSI United Bankshares Inc. 0.25% 8,166 $283K Add +0.1%
FCX Freeport-McMoran Inc. 0.25% 7,370 $279K New
ADI Analog Devices Inc. 0.24% 1,313 $265K Add +0.2%

Show all 119 holdings

Portfolio Sells Q4 2024 → Q1 2025
IVV iShares Core S&P 500 ETF Reduce -13.8% 6.26% −1.34
AAPL Apple Inc. Reduce -2.6% 4.32% −0.66
DFAC Dimensional US Core Equity 2 Reduce -38.6% 0.56% −0.39
SNX TD Synnex Corp. Sold out 0.00% −0.39
GOVI Invesco Equal Weight 0-30 YR Sold out 0.00% −0.34
DECK Deckers Outdoor Corp. Sold out 0.00% −0.32
MCD McDonald's Corp. Reduce -53.1% 0.24% −0.23
MS Morgan Stanley Sold out 0.00% −0.19
VIG Vanguard Dividend Apprec ETF Sold out 0.00% −0.18
MA Mastercard Inc. Class A Reduce -19.8% 0.74% −0.15
DGRW Wisdomtree U.S. Quality Divi Reduce -1.7% 5.36% −0.15
LMT Lockheed Martin Corp. Reduce -20.2% 0.31% −0.11
AMD Advanced Micro Devices Reduce -11.9% 0.34% −0.11
NFLX Netflix Inc. Reduce -14.2% 1.02% −0.11
RSP Invesco S&P 500 Equal Weight Reduce -4.3% 2.00% −0.11
DGRO iShares Core Dividend Growth Reduce -4.4% 2.83% −0.10
TXN Texas Instruments Inc. Reduce -20.4% 0.29% −0.09
HD Home Depot Inc. Reduce -1.2% 0.78% −0.06
FLQM Franklin U.S. Mid Cap Multif Reduce -0.7% 1.47% −0.04
WMT Walmart Inc. Reduce -1.4% 0.93% −0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.7% 1.23% −0.04
LOW Lowe's Cos Inc. Reduce -3.4% 0.31% −0.03
FICO Fair Isaac Corp. Reduce -6.6% 0.19% −0.03
IFRA iShares US Infrastructure Reduce -2.9% 0.44% −0.02
ELV Elevance Health Inc. Reduce -23.1% 0.18% −0.02
MFDX PIMCO Rafi Dynamic Multi-Fac Reduce -15.5% 0.18% −0.02
QUAL iShares MSCI USA Quality Fac Reduce -0.3% 0.38% −0.02
JEPI JPMorgan Equity Premium Inco Reduce -0.1% 1.70% −0.01
VYM Vanguard High DVD Yield ETF Reduce -1.6% 2.02% −0.01
IWD iShares Russell 1000 Value E Reduce -1.9% 0.29% +0.00
CSCO Cisco Systems Inc. Reduce -2.1% 0.44% +0.01
VEU Vanguard Ftse All-World Ex-U Reduce -0.6% 0.23% +0.01
BMY Bristol-Myers Squibb Co. Reduce -4.0% 0.40% +0.01
LNG Cheniere Energy Inc. Reduce -1.4% 0.44% +0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.0% 2.86% +0.44

Portfolio Buys Q4 2024 → Q1 2025
PYLD PIMCO Multisector Bond Actv New 1.22% +1.22
SLB SLB Ltd. New 0.51% +0.51
UBER Uber Technologies Inc. Add +103.3% 0.74% +0.44
MRK Merck & Co. Inc. Add +84.5% 1.08% +0.43
DYNF Ishrs US E F R A ETF-Usd Inc. New 0.27% +0.27
TTEK Tetra Tech Inc. New 0.27% +0.27
FCX Freeport-McMoran Inc. New 0.25% +0.25
EQT Eqt Corp. New 0.22% +0.22
SMTH Alps SMTH Cor BD Plus ETF Add +6.7% 2.64% +0.21
IWF iShares Russell 1000 Growth New 0.21% +0.21
LHX L3HARRIS Technologies Inc. New 0.18% +0.18
SOXX iShares Semiconductor ETF New 0.18% +0.18
C Citigroup Inc. Add +24.6% 0.87% +0.18
CVX Chevron Corp. Add +6.1% 0.95% +0.18
BUFR FT Vest Lad Buffervetf-Usd I Add +22.9% 0.97% +0.16
AMGN Amgen Inc. Add +12.4% 0.56% +0.14
UNH Unitedhealth Group Inc. Add +9.5% 1.21% +0.14
NVO Novo-Nordisk A/S-Spons ADR Add +71.4% 0.50% +0.14
FBND Fidelity Total Bond ETF Add +5.5% 1.68% +0.12
JNJ Johnson & Johnson Add +4.7% 0.72% +0.12
ADBE Adobe Inc. Add +38.1% 0.63% +0.10
ABBV Abbvie Inc. Add +2.2% 0.57% +0.10
DFAW Dimensional World Eqty ETF Add +18.5% 0.62% +0.09
COM Direxion Auspice BRD Cmdty Add +14.7% 0.54% +0.09
HOUS Anywhere Real Estate Inc. Add +81.1% 0.18% +0.08
VOO Vanguard S&P 500 ETF Add +40.3% 0.31% +0.08
LLY Eli Lilly & Co. Add +3.2% 0.82% +0.08
XOM Exxon Mobil Corp. Add +2.7% 0.64% +0.08
RECS Columbia Resear Enh Cor ETF Add +31.1% 0.32% +0.07
IAU iShares Gold Trust Add +0.0% 0.38% +0.06
KO The Coca-Cola Co. Add +4.1% 0.37% +0.06
PEP Pepsico Inc. Add +14.3% 0.55% +0.06
RTX RTX Corp. Add +1.0% 0.44% +0.06
JPM JPMorgan Chase & Co. Add +1.3% 1.51% +0.06
VCIT Vanguard Int-Term Corporate Add +1.9% 1.38% +0.05
MDT Medtronic PLC Add +11.3% 0.26% +0.05
MO Altria Group Inc. Add +2.8% 0.33% +0.05
SCHD Schwab US DVD Equity ETF Add +9.3% 0.43% +0.05
DIA SS SPDR Dow Jones Indus Avg Add +12.5% 0.42% +0.04
COP Conocophillips Add +9.3% 0.31% +0.04
DFCF Dimensional Core Fixed Inc. Add +10.4% 0.36% +0.04
PSX Phillips 66 Add +3.4% 0.36% +0.04
DUK Duke Energy Corp. Add +0.9% 0.28% +0.03
HIG Hartford Insurance Group Inc. Add +2.3% 0.23% +0.03
NEE Nextera Energy Inc. Add +8.1% 0.49% +0.03
SPAB SS SPDR P Agg Bond ETF Add +8.6% 0.31% +0.03
PG The Procter & Gamble Co. Add +2.9% 0.71% +0.03
DLR Digital Realty Trust Inc. Add +40.6% 0.25% +0.03
BSV Vanguard Short-Term Bond ETF Add +1.4% 0.98% +0.03
GD General Dynamics Corp. Add +2.6% 0.46% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 173$196.7MIVV, DGRW, AAPL, QQQ, NVDA
Q1 2026 149$160.8MIVV, DGRW, AAPL, QQQ, SMTH
Q4 2025 148$158.8MIVV, DGRW, AAPL, QQQ, SMTH
Q3 2025 138$143.2MIVV, DGRW, AAPL, QQQ, NVDA
Q2 2025 135$132.1MIVV, DGRW, QQQ, AAPL, MSFT
Q1 2025 119$111.8MIVV, DGRW, AAPL, QQQ, BRK.B
Q4 2024 114$112.3MIVV, DGRW, AAPL, QQQ, MSFT