Riverbend Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Riverbend Wealth Management, LLC reported 138 stock positions worth $143.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 5.7% of the portfolio, followed by Wisdomtree U.S. Quality Divi (DGRW, 4.8%) and Apple (AAPL, 4.1%). Compared with Q2 2025, it opened 7 new positions, sold out of 4, added to 79 and reduced 39. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale an exit from Unitedhealth (UNH).
- Most Recent 13F
- Q2 2026
- Location
- Myrtle Beach, SC
- CIK
- 0002055570
- Portfolio Value
- $143.2M (Q3 2025)
- SEC Filing
- 0002055570-25-000002 ↗ filed Oct 21, 2025
Holdings Value
Holdings 138 stocks · $143.2M
| IVV iShares Core S&P 500 ETF | 5.72% | 12,241 | $8.2M | Reduce -2.8% |
| DGRW Wisdomtree U.S. Quality Divi | 4.78% | 77,025 | $6.9M | Reduce -0.2% |
| AAPL Apple Inc. | 4.13% | 23,228 | $5.9M | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 3.56% | 8,491 | $5.1M | Reduce -1.8% |
| NVDA Nvidia Corp. | 3.02% | 23,190 | $4.3M | Add +3.2% |
| MSFT Microsoft Corp. | 3.01% | 8,322 | $4.3M | Add +2.6% |
| SMTH Alps SMTH Cor BD Plus ETF | 2.89% | 158,389 | $4.1M | Add +2.7% |
| AVGO Broadcom Inc. | 2.60% | 11,268 | $3.7M | Reduce -1.5% |
| DGRO iShares Core Dividend Growth | 2.42% | 50,843 | $3.5M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.15% | 6,137 | $3.1M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 2.11% | 12,460 | $3.0M | Add +1.2% |
| AMZN Amazon.com Inc. | 1.91% | 12,450 | $2.7M | Add +1.0% |
| VYM Vanguard High DVD Yield ETF | 1.80% | 18,319 | $2.6M | Reduce -1.4% |
| JEPI JPMorgan Equity Premium Inco | 1.69% | 42,287 | $2.4M | Add +3.6% |
| RSP Invesco S&P 500 Equal Weight | 1.62% | 12,236 | $2.3M | Reduce -0.3% |
| FBND Fidelity Total Bond ETF | 1.45% | 44,867 | $2.1M | Add +19.9% |
| JPM JPMorgan Chase & Co. | 1.44% | 6,523 | $2.1M | Reduce -7.8% |
| META Meta Platforms Inc. Class A | 1.37% | 2,672 | $2.0M | Add +0.5% |
| PYLD PIMCO Multisector Bond Actv | 1.30% | 69,172 | $1.9M | Add +1.8% |
| VCIT Vanguard Int-Term Corporate | 1.28% | 21,749 | $1.8M | Add +21.6% |
| FLQM Franklin U.S. Mid Cap Multif | 1.25% | 31,690 | $1.8M | Reduce -0.1% |
| ITOT iShares Core S&P Total U.S. | 1.16% | 11,418 | $1.7M | Add +9.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.10% | 5,365 | $1.6M | Reduce -3.8% |
| VGT Vanguard Info Tech ETF | 1.07% | 2,061 | $1.5M | Reduce -0.4% |
| C Citigroup Inc. | 1.07% | 15,121 | $1.5M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.03% | 2,207 | $1.5M | Reduce -3.6% |
| NFLX Netflix Inc. | 1.01% | 1,205 | $1.4M | Reduce -1.1% |
| AXP American Express Co. | 0.97% | 4,171 | $1.4M | Reduce -0.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.92% | 39,544 | $1.3M | Reduce -3.6% |
| LLY Eli Lilly & Co. | 0.91% | 1,710 | $1.3M | Add +3.0% |
| MRK Merck & Co. Inc. | 0.89% | 15,196 | $1.3M | Add +5.1% |
| WMT Walmart Inc. | 0.88% | 12,263 | $1.3M | Reduce -1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.87% | 24,221 | $1.2M | Reduce -0.5% |
| BSV Vanguard Short-Term Bond ETF | 0.85% | 15,502 | $1.2M | Add +14.5% |
| FSMD Fidelity Small-Mid Multifact | 0.84% | 27,188 | $1.2M | Add +0.5% |
| DFAC Dimensional US Core Equity 2 | 0.83% | 30,739 | $1.2M | Add +11.8% |
| EFV iShares MSCI Eafe Value ETF | 0.82% | 17,292 | $1.2M | Add +2.6% |
| UBER Uber Technologies Inc. | 0.79% | 11,595 | $1.1M | Reduce -0.5% |
| BKNG Booking Holdings Inc. | 0.74% | 196 | $1.1M | Reduce -3.0% |
| GOOG Alphabet Inc. Class C | 0.71% | 4,198 | $1.0M | Add +1.0% |
| JNJ Johnson & Johnson | 0.63% | 4,830 | $896K | Add +0.5% |
| DFAW Dimensional World Eqty ETF | 0.62% | 12,414 | $892K | Add +2.6% |
| MA Mastercard Inc. Class A | 0.62% | 1,560 | $887K | Add +1.7% |
| IYY iShares Dow Jones U.S. ETF | 0.61% | 5,400 | $877K | No change |
| DELL Dell Technologies -C | 0.61% | 6,122 | $868K | Add +10.3% |
| HD Home Depot Inc. | 0.59% | 2,079 | $842K | Add +1.4% |
| CEG Constellation Energy | 0.59% | 2,559 | $842K | Add +5.1% |
| CRH CRH PLC | 0.57% | 6,840 | $820K | Add +0.9% |
| EQT Eqt Corp. | 0.56% | 14,634 | $797K | Add +2.1% |
| ABBV Abbvie Inc. | 0.54% | 3,350 | $776K | Add +1.2% |
| XOM Exxon Mobil Corp. | 0.52% | 6,562 | $740K | Add +1.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.51% | 7,127 | $737K | Add +18.1% |
| PG The Procter & Gamble Co. | 0.50% | 4,701 | $722K | Add +1.4% |
| BLK BlackRock Inc. | 0.50% | 614 | $716K | Reduce -0.8% |
| VIG Vanguard Dividend Apprec ETF | 0.48% | 3,216 | $694K | Reduce -2.1% |
| TFC Truist Financial Corp. | 0.48% | 15,148 | $693K | Add +1.3% |
| IVE iShares S&P 500 Value ETF | 0.48% | 3,336 | $689K | Add +3.0% |
| SUSA iShares ESG Optimized MSCI U | 0.47% | 5,000 | $678K | No change |
| PEP Pepsico Inc. | 0.47% | 4,801 | $674K | Add +3.7% |
| CRM Salesforce Inc. | 0.47% | 2,817 | $668K | Add +2.7% |
| GD General Dynamics Corp. | 0.46% | 1,953 | $666K | Add +2.1% |
| RECS Columbia Resear Enh Cor ETF | 0.46% | 16,222 | $655K | Add +9.6% |
| DFCF Dimensional Core Fixed Inc. | 0.45% | 15,002 | $641K | Add +7.4% |
| COM Direxion Auspice BRD Cmdty | 0.45% | 22,250 | $639K | Add +4.4% |
| RTX RTX Corp. | 0.43% | 3,718 | $622K | Reduce -0.4% |
| FITB Fifth Third Bancorp | 0.43% | 13,949 | $621K | Reduce -1.6% |
| AMGN Amgen Inc. | 0.43% | 2,173 | $613K | Add +2.9% |
| CVX Chevron Corp. | 0.42% | 3,902 | $606K | Add +1.3% |
| ADBE Adobe Inc. | 0.41% | 1,668 | $588K | Add +1.8% |
| IFRA iShares US Infrastructure | 0.41% | 11,124 | $588K | Reduce -0.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.40% | 9,636 | $570K | Add +12.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.38% | 1,186 | $550K | Reduce -7.5% |
| IAU iShares Gold Trust | 0.38% | 7,388 | $538K | Add +0.8% |
| IWN iShares Russell 2000 Value E | 0.37% | 3,000 | $530K | No change |
| KO The Coca-Cola Co. | 0.37% | 7,997 | $530K | Add +2.1% |
| SPAB SS SPDR P Agg Bond ETF | 0.36% | 20,145 | $521K | Add +6.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.36% | 4,000 | $519K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.36% | 5,021 | $518K | No change |
| LNG Cheniere Energy Inc. | 0.36% | 2,171 | $510K | Reduce -1.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.34% | 8,884 | $493K | Add +5.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.34% | 1,010 | $484K | No change |
| PSX Phillips 66 | 0.33% | 3,455 | $470K | Add +1.8% |
| QUAL iShares MSCI USA Quality Fac | 0.33% | 2,409 | $469K | Reduce -4.3% |
| IWF iShares Russell 1000 Growth | 0.31% | 959 | $449K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 1,358 | $446K | Reduce -0.2% |
| CSCO Cisco Systems Inc. | 0.30% | 6,262 | $428K | Reduce -0.9% |
| MO Altria Group Inc. | 0.29% | 6,386 | $422K | Add +1.9% |
| VOO Vanguard S&P 500 ETF | 0.27% | 632 | $387K | Add +11.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.26% | 5,283 | $377K | Add +4.4% |
| LOW Lowe's Cos Inc. | 0.26% | 1,464 | $368K | Reduce -5.2% |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 756 | $366K | Add +4.8% |
| BMY Bristol-Myers Squibb Co. | 0.25% | 8,043 | $363K | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.25% | 726 | $362K | Reduce -0.1% |
| DLR Digital Realty Trust Inc. | 0.25% | 2,091 | $362K | Add +2.4% |
| MFDX PIMCO Rafi Dynamic Multi-Fac filed as PIMCO EQUITY SER | 0.25% | 9,516 | $354K | Add +10.7% |
| CAT Caterpillar Inc. | 0.25% | 739 | $353K | Reduce -7.3% |
| SUB iShares Short-Term National | 0.24% | 3,285 | $351K | No change |
| IWD iShares Russell 1000 Value E | 0.24% | 1,722 | $351K | Add +0.1% |
| IAGG iShares Intl Aggregate Bond | 0.24% | 6,753 | $346K | Add +16.5% |
| FCX Freeport-McMoran Inc. | 0.24% | 8,695 | $341K | Add +1.1% |
Portfolio Sells Q2 2025 → Q3 2025
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.42 |
| IXUS iShares Core Intl Stock ETF | Sold out | 0.00% | −0.24 |
| NFLX Netflix Inc. | Reduce -1.1% | 1.01% | −0.23 |
| IVV iShares Core S&P 500 ETF | Reduce -2.8% | 5.72% | −0.20 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.16 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.15 |
| BKNG Booking Holdings Inc. | Reduce -3.0% | 0.74% | −0.15 |
| JPM JPMorgan Chase & Co. | Reduce -7.8% | 1.44% | −0.12 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -0.2% | 4.78% | −0.11 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.8% | 1.10% | −0.08 |
| DGRO iShares Core Dividend Growth | Reduce -1.4% | 2.42% | −0.08 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.4% | 1.80% | −0.07 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.3% | 1.62% | −0.07 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -3.6% | 0.92% | −0.06 |
| TXN Texas Instruments Inc. | Reduce -1.6% | 0.24% | −0.06 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -0.1% | 1.25% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.8% | 3.56% | −0.05 |
| LNG Cheniere Energy Inc. | Reduce -1.1% | 0.36% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.6% | 1.03% | −0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -7.5% | 0.38% | −0.04 |
| AXP American Express Co. | Reduce -0.3% | 0.97% | −0.04 |
| WMT Walmart Inc. | Reduce -1.3% | 0.88% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -0.9% | 0.30% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -0.5% | 0.79% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.1% | 0.48% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -4.3% | 0.33% | −0.02 |
| FITB Fifth Third Bancorp | Reduce -1.6% | 0.43% | −0.01 |
| HIG Hartford Insurance Group Inc. | Reduce -0.5% | 0.20% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.6% | 0.22% | −0.01 |
| IFRA iShares US Infrastructure | Reduce -0.6% | 0.41% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.2% | 0.15% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -5.2% | 0.26% | −0.00 |
| LMT Lockheed Martin Corp. | Reduce -0.1% | 0.25% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.2% | 0.31% | −0.00 |
| BAC Bank of America Corp. | Reduce -0.5% | 0.87% | +0.00 |
| MS Morgan Stanley | Reduce -1.9% | 0.19% | +0.00 |
| BLK BlackRock Inc. | Reduce -0.8% | 0.50% | +0.01 |
| HOUS Anywhere Real Estate Inc. | Reduce -58.4% | 0.08% | +0.01 |
| CAT Caterpillar Inc. | Reduce -7.3% | 0.25% | +0.01 |
| RTX RTX Corp. | Reduce -0.4% | 0.43% | +0.02 |
| VGT Vanguard Info Tech ETF | Reduce -0.4% | 1.07% | +0.04 |
| C Citigroup Inc. | Reduce -0.1% | 1.07% | +0.10 |
| AVGO Broadcom Inc. | Reduce -1.5% | 2.60% | +0.21 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +1.4% | 4.13% | +0.57 |
| GOOGL Alphabet Inc. Class A | Add +1.2% | 2.11% | +0.47 |
| NVDA Nvidia Corp. | Add +3.2% | 3.02% | +0.33 |
| ANET Arista Networks Inc. | New | 0.16% | +0.16 |
| DIVO Amplify CWP Enhan Divid ETF | New | 0.16% | +0.16 |
| AMD Advanced Micro Devices | New | 0.16% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 0.71% | +0.16 |
| VCIT Vanguard Int-Term Corporate | Add +21.6% | 1.28% | +0.15 |
| FBND Fidelity Total Bond ETF | Add +19.9% | 1.45% | +0.15 |
| STLD Steel Dynamics Inc. | New | 0.15% | +0.15 |
| SMCI Super Micro Computer Inc. | New | 0.14% | +0.14 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.12% | +0.12 |
| CRH CRH PLC | Add +0.9% | 0.57% | +0.10 |
| ITOT iShares Core S&P Total U.S. | Add +9.6% | 1.16% | +0.10 |
| CLF Cleveland-Cliffs Inc. | New | 0.09% | +0.09 |
| DELL Dell Technologies -C | Add +10.3% | 0.61% | +0.09 |
| DFAC Dimensional US Core Equity 2 | Add +11.8% | 0.83% | +0.08 |
| ABBV Abbvie Inc. | Add +1.2% | 0.54% | +0.08 |
| JNJ Johnson & Johnson | Add +0.5% | 0.63% | +0.07 |
| BSV Vanguard Short-Term Bond ETF | Add +14.5% | 0.85% | +0.05 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +12.7% | 0.40% | +0.05 |
| RECS Columbia Resear Enh Cor ETF | Add +9.6% | 0.46% | +0.04 |
| STIP iShares 0-5 Year Tips Bond E | Add +18.1% | 0.51% | +0.04 |
| GD General Dynamics Corp. | Add +2.1% | 0.46% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +4.8% | 0.26% | +0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +26.0% | 0.21% | +0.03 |
| IAU iShares Gold Trust | Add +0.8% | 0.38% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +11.7% | 0.27% | +0.03 |
| LHX L3HARRIS Technologies Inc. | Add +0.9% | 0.22% | +0.03 |
| MRK Merck & Co. Inc. | Add +5.1% | 0.89% | +0.02 |
| PSX Phillips 66 | Add +1.8% | 0.33% | +0.02 |
| HD Home Depot Inc. | Add +1.4% | 0.59% | +0.02 |
| IAGG iShares Intl Aggregate Bond | Add +16.5% | 0.24% | +0.02 |
| MO Altria Group Inc. | Add +1.9% | 0.29% | +0.02 |
| MFDX PIMCO Rafi Dynamic Multi-Fac | Add +10.7% | 0.25% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +7.2% | 0.17% | +0.01 |
| EFV iShares MSCI Eafe Value ETF | Add +2.6% | 0.82% | +0.01 |
| MDT Medtronic PLC | Add +3.2% | 0.23% | +0.01 |
| DFAW Dimensional World Eqty ETF | Add +2.6% | 0.62% | +0.01 |
| PEP Pepsico Inc. | Add +3.7% | 0.47% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +4.4% | 0.26% | +0.01 |
| CVX Chevron Corp. | Add +1.3% | 0.42% | +0.01 |
| CNP Centerpoint Energy Inc. | Add +5.9% | 0.17% | +0.01 |
| IGEB iShares Investment Grade SYS | Add +9.2% | 0.23% | +0.00 |
| EXC Exelon Corp. | Add +7.6% | 0.16% | +0.00 |
| DUK Duke Energy Corp. | Add +4.7% | 0.17% | +0.00 |
| IVE iShares S&P 500 Value ETF | Add +3.0% | 0.48% | +0.00 |
| DFCF Dimensional Core Fixed Inc. | Add +7.4% | 0.45% | +0.00 |
| ED Consolidated Edison Inc. | Add +8.4% | 0.15% | +0.00 |
| COM Direxion Auspice BRD Cmdty | Add +4.4% | 0.45% | +0.00 |
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 |