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

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

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%
TXN Texas Instruments Inc. 0.24% 1,834 $337K Reduce -1.6%
MDT Medtronic PLC 0.23% 3,487 $332K Add +3.2%
IGEB iShares Investment Grade SYS 0.23% 7,195 $331K Add +9.2%
AGG iShares Core U.S. Aggregate 0.22% 3,197 $320K No change
LHX L3HARRIS Technologies Inc. 0.22% 1,036 $316K Add +0.9%
IJR iShares Core S&P Small-Cap E 0.22% 2,604 $309K Reduce -3.6%
WFC Wells Fargo & Co. 0.22% 3,686 $309K Add +2.9%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.22% 2,770 $309K Add +6.3%
MUB iShares National Muni Bond E 0.21% 2,876 $306K Add +0.4%
UBSI United Bankshares Inc. 0.21% 8,190 $305K Add +0.1%
SOXX iShares Semiconductor ETF 0.21% 1,105 $300K No change
ADI Analog Devices Inc. 0.21% 1,217 $299K Add +0.1%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.21% 6,357 $297K Add +26.0%
HIG Hartford Insurance Group Inc. 0.20% 2,168 $289K Reduce -0.5%
IDEV iShares Core MSCI Dev MKTS 0.19% 3,469 $278K Add +0.9%
COST Costco Wholesale Corp. 0.19% 298 $276K No change
MS Morgan Stanley 0.19% 1,671 $266K Reduce -1.9%
LULU Lululemon Athletica Inc. 0.18% 1,452 $258K Add +3.0%
DUK Duke Energy Corp. 0.17% 2,026 $251K Add +4.7%
ELV Elevance Health Inc. 0.17% 754 $244K Add +9.1%
HON Honeywell International Inc. 0.17% 1,148 $242K Add +1.1%
IVW iShares S&P 500 Growth ETF 0.17% 1,993 $241K Add +7.2%
CNP Centerpoint Energy Inc. 0.17% 6,098 $237K Add +5.9%
MELI MercadoLibre Inc. 0.16% 100 $234K No change
ANET Arista Networks Inc. 0.16% 1,590 $232K New
DIVO Amplify CWP Enhan Divid ETF 0.16% 5,116 $228K New
AMD Advanced Micro Devices 0.16% 1,396 $226K New
EXC Exelon Corp. 0.16% 4,986 $224K Add +7.6%
TMUS T-Mobile US Inc. 0.16% 937 $224K Add +5.9%
VTIP Vanguard Short-Term Tips 0.15% 4,378 $222K Add +7.4%
ED Consolidated Edison Inc. 0.15% 2,176 $219K Add +8.4%
VWO Vanguard Ftse Emerging Marke 0.15% 3,916 $212K Reduce -4.2%
STLD Steel Dynamics Inc. 0.15% 1,500 $209K New
SMCI Super Micro Computer Inc. 0.14% 4,289 $206K New
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.12% 11,000 $176K New
CLF Cleveland-Cliffs Inc. 0.09% 11,000 $134K New
HOUS Anywhere Real Estate Inc. 0.08% 11,352 $120K Reduce -58.4%
DCH Dauch Corporation filed as AMERICAN AXLE & MFG HLDGS IN 0.04% 10,309 $62K No change

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

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