Riverbend Wealth Management, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Riverbend Wealth Management, LLC reported 148 stock positions worth $158.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 5.3% of the portfolio, followed by Wisdomtree U.S. Quality Divi (DGRW, 4.6%) and Apple (AAPL, 4.1%). Compared with Q3 2025, it opened 17 new positions, sold out of 7, added to 103 and reduced 16. The biggest buy was a new position in GE Vernova (GEV) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −0%).

Most Recent 13F
Q2 2026
Location
Myrtle Beach, SC
CIK
0002055570
Portfolio Value
$158.8M (Q4 2025)
SEC Filing
0002055570-26-000001 ↗ filed Jan 29, 2026

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 Q3 2025 Q4 2025: $158.8M $158.8M Q4 2025 Q1 2026: $160.8M Q1 2026 Q2 2026: $196.7M Q2 2026

Holdings 148 stocks · $158.8M
IVV iShares Core S&P 500 ETF 5.26% 12,187 $8.3M Reduce -0.4%
DGRW Wisdomtree U.S. Quality Divi 4.55% 80,847 $7.2M Add +5.0%
AAPL Apple Inc. 4.07% 23,790 $6.5M Add +2.4%
QQQ Invesco QQQ Trust Series 1 3.34% 8,646 $5.3M Add +1.8%
SMTH Alps SMTH Cor BD Plus ETF 2.78% 169,593 $4.4M Add +7.1%
NVDA Nvidia Corp. 2.73% 23,234 $4.3M Add +0.2%
MSFT Microsoft Corp. 2.65% 8,712 $4.2M Add +4.7%
GOOGL Alphabet Inc. Class A 2.42% 12,289 $3.8M Reduce -1.4%
DGRO iShares Core Dividend Growth 2.27% 51,820 $3.6M Add +1.9%
AVGO Broadcom Inc. 2.22% 10,174 $3.5M Reduce -9.7%
AMZN Amazon.com Inc. 1.99% 13,713 $3.2M Add +10.1%
BRK.B Berkshire Hathaway Inc. Class B 1.73% 5,457 $2.7M Reduce -11.1%
VYM Vanguard High DVD Yield ETF 1.69% 18,703 $2.7M Add +2.1%
JEPI JPMorgan Equity Premium Inco 1.60% 44,416 $2.5M Add +5.0%
RSP Invesco S&P 500 Equal Weight 1.54% 12,732 $2.4M Add +4.0%
ITOT iShares Core S&P Total U.S. 1.49% 15,954 $2.4M Add +39.7%
JPM JPMorgan Chase & Co. 1.38% 6,819 $2.2M Add +4.5%
VCIT Vanguard Int-Term Corporate 1.31% 24,768 $2.1M Add +13.9%
PYLD PIMCO Multisector Bond Actv 1.25% 74,517 $2.0M Add +7.7%
FBND Fidelity Total Bond ETF 1.25% 43,112 $2.0M Reduce -3.9%
LLY Eli Lilly & Co. 1.21% 1,788 $1.9M Add +4.6%
FLQM Franklin U.S. Mid Cap Multif 1.18% 33,302 $1.9M Add +5.1%
C Citigroup Inc. 1.15% 15,691 $1.8M Add +3.8%
MRK Merck & Co. Inc. 1.14% 17,268 $1.8M Add +13.6%
DFAC Dimensional US Core Equity 2 1.14% 45,788 $1.8M Add +49.0%
META Meta Platforms Inc. Class A 1.14% 2,737 $1.8M Add +2.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.02% 5,565 $1.6M Add +3.7%
AXP American Express Co. 1.01% 4,340 $1.6M Add +4.0%
VGT Vanguard Info Tech ETF 0.97% 2,043 $1.5M Reduce -0.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.95% 2,207 $1.5M No change
WMT Walmart Inc. 0.90% 12,825 $1.4M Add +4.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.88% 25,370 $1.4M Add +4.7%
GOOG Alphabet Inc. Class C 0.83% 4,204 $1.3M Add +0.1%
BUFR FT Vest Lad Buffervetf-Usd I 0.81% 37,705 $1.3M Reduce -4.7%
EFV iShares MSCI Eafe Value ETF 0.81% 18,044 $1.3M Add +4.3%
FSMD Fidelity Small-Mid Multifact 0.80% 28,829 $1.3M Add +6.0%
NFLX Netflix Inc. 0.75% 12,781 $1.2M Add +6.1%
BSV Vanguard Short-Term Bond ETF 0.75% 15,185 $1.2M Reduce -2.0%
BKNG Booking Holdings Inc. 0.70% 207 $1.1M Add +5.6%
RTX RTX Corp. 0.70% 6,042 $1.1M Add +62.5%
JNJ Johnson & Johnson 0.68% 5,254 $1.1M Add +8.8%
DFAW Dimensional World Eqty ETF 0.68% 14,500 $1.1M Add +16.8%
CRH CRH PLC 0.66% 8,383 $1.0M Add +22.6%
UBER Uber Technologies Inc. 0.64% 12,360 $1.0M Add +6.6%
IAU iShares Gold Trust 0.62% 12,066 $979K Add +63.3%
CEG Constellation Energy 0.60% 2,719 $961K Add +6.3%
MA Mastercard Inc. Class A 0.60% 1,667 $952K Add +6.9%
RECS Columbia Resear Enh Cor ETF 0.59% 22,978 $938K Add +41.6%
IYY iShares Dow Jones U.S. ETF 0.56% 5,400 $895K No change
DFCF Dimensional Core Fixed Inc. 0.56% 20,795 $885K Add +38.6%
MS Morgan Stanley 0.54% 4,797 $852K Add +187.1%
XOM Exxon Mobil Corp. 0.52% 6,904 $831K Add +5.2%
EQT Eqt Corp. 0.52% 15,495 $831K Add +5.9%
ABBV Abbvie Inc. 0.51% 3,577 $817K Add +6.8%
CRM Salesforce Inc. 0.51% 3,067 $813K Add +8.9%
DELL Dell Technologies -C 0.51% 6,438 $810K Add +5.2%
STIP iShares 0-5 Year Tips Bond E 0.51% 7,892 $808K Add +10.7%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.50% 13,116 $798K Add +36.1%
HD Home Depot Inc. 0.49% 2,260 $778K Add +8.7%
PG The Procter & Gamble Co. 0.49% 5,386 $772K Add +14.6%
TFC Truist Financial Corp. 0.48% 15,570 $766K Add +2.8%
AMGN Amgen Inc. 0.48% 2,320 $759K Add +6.8%
PEP Pepsico Inc. 0.48% 5,258 $755K Add +9.5%
IVE iShares S&P 500 Value ETF 0.46% 3,426 $727K Add +2.7%
VIG Vanguard Dividend Apprec ETF 0.45% 3,223 $708K Add +0.2%
SPAB SS SPDR P Agg Bond ETF 0.44% 27,284 $703K Add +35.4%
SUSA iShares ESG Optimized MSCI U 0.44% 5,000 $697K No change
GD General Dynamics Corp. 0.44% 2,063 $694K Add +5.6%
COM Direxion Auspice BRD Cmdty 0.44% 23,426 $693K Add +5.3%
BLK BlackRock Inc. 0.43% 638 $683K Add +3.9%
FITB Fifth Third Bancorp 0.41% 13,957 $653K Add +0.1%
CVX Chevron Corp. 0.39% 4,105 $626K Add +5.2%
KO The Coca-Cola Co. 0.38% 8,592 $601K Add +7.4%
IFRA iShares US Infrastructure 0.37% 11,301 $595K Add +1.6%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.36% 1,188 $571K Add +0.2%
GEV GE Vernova Inc. 0.36% 867 $567K New
IWN iShares Russell 2000 Value E 0.34% 3,000 $544K No change
EMB iShares JP Morgan Usd Emergi 0.34% 5,562 $536K New
MFDX PIMCO Rafi Dynamic Multi-Fac filed as PIMCO EQUITY SER 0.33% 13,731 $528K Add +44.3%
IJJ iShares S&P Mid-Cap 400 Valu 0.33% 4,000 $526K No change
NOBL Proshares S&P 500 Dividend A 0.33% 5,021 $523K No change
CSCO Cisco Systems Inc. 0.32% 6,627 $510K Add +5.8%
IWF iShares Russell 1000 Growth 0.32% 1,068 $505K Add +11.4%
VEU Vanguard Ftse All-World Ex-U 0.32% 6,860 $505K Add +29.9%
IAGG iShares Intl Aggregate Bond 0.31% 9,885 $494K Add +46.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.31% 1,010 $493K No change
IGEB iShares Investment Grade SYS 0.31% 10,661 $487K Add +48.2%
PSX Phillips 66 0.30% 3,697 $477K Add +7.0%
TMO Thermo Fisher Scientific Inc. 0.29% 806 $467K Add +6.6%
LNG Cheniere Energy Inc. 0.29% 2,371 $461K Add +9.2%
VTI VG Morningstar TS MKT ETF-US 0.29% 1,365 $458K Add +0.5%
BMY Bristol-Myers Squibb Co. 0.28% 8,364 $451K Add +4.0%
QUAL iShares MSCI USA Quality Fac 0.28% 2,207 $438K Reduce -8.4%
ADBE Adobe Inc. 0.27% 1,236 $433K Reduce -25.9%
CAT Caterpillar Inc. 0.27% 750 $430K Add +1.5%
VOO Vanguard S&P 500 ETF 0.26% 657 $412K Add +4.0%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.26% 3,709 $409K Add +33.9%
LMT Lockheed Martin Corp. 0.24% 792 $383K Add +9.1%
GS Goldman Sachs Group Inc. 0.24% 430 $378K New
MO Altria Group Inc. 0.24% 6,479 $374K Add +1.5%

Show all 148 holdings

Options reported separately and not counted above: AAPL puts ($1.4M), NVDA puts ($466K), LLY puts ($430K).

Portfolio Sells Q3 2025 → Q4 2025
IVV iShares Core S&P 500 ETF Reduce -0.4% 5.26% −0.46
BRK.B Berkshire Hathaway Inc. Class B Reduce -11.1% 1.73% −0.43
AVGO Broadcom Inc. Reduce -9.7% 2.22% −0.38
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.34
FBND Fidelity Total Bond ETF Reduce -3.9% 1.25% −0.20
ELV Elevance Health Inc. Sold out 0.00% −0.17
CNP Centerpoint Energy Inc. Sold out 0.00% −0.17
STLD Steel Dynamics Inc. Sold out 0.00% −0.15
SMCI Super Micro Computer Inc. Sold out 0.00% −0.14
ADBE Adobe Inc. Reduce -25.9% 0.27% −0.14
NU Nu Holdings Ltd./Cayman Isl-A Sold out 0.00% −0.12
BUFR FT Vest Lad Buffervetf-Usd I Reduce -4.7% 0.81% −0.11
VGT Vanguard Info Tech ETF Reduce -0.9% 0.97% −0.10
BSV Vanguard Short-Term Bond ETF Reduce -2.0% 0.75% −0.10
CLF Cleveland-Cliffs Inc. Sold out 0.00% −0.09
MUB iShares National Muni Bond E Reduce -16.3% 0.16% −0.05
QUAL iShares MSCI USA Quality Fac Reduce -8.4% 0.28% −0.05
FCX Freeport-McMoran Inc. Reduce -30.4% 0.19% −0.04
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -11.4% 0.17% −0.04
LOW Lowe's Cos Inc. Reduce -3.3% 0.22% −0.04
ANET Arista Networks Inc. Reduce -0.1% 0.13% −0.03
DCH Dauch Corporation Reduce -2.9% 0.04% −0.00
GOOGL Alphabet Inc. Class A Reduce -1.4% 2.42% +0.31

Portfolio Buys Q3 2025 → Q4 2025
GEV GE Vernova Inc. New 0.36% +0.36
MS Morgan Stanley Add +187.1% 0.54% +0.35
EMB iShares JP Morgan Usd Emergi New 0.34% +0.34
ITOT iShares Core S&P Total U.S. Add +39.7% 1.49% +0.33
DFAC Dimensional US Core Equity 2 Add +49.0% 1.14% +0.31
LLY Eli Lilly & Co. Add +4.6% 1.21% +0.30
RTX RTX Corp. Add +62.5% 0.70% +0.26
MRK Merck & Co. Inc. Add +13.6% 1.14% +0.25
IAU iShares Gold Trust Add +63.3% 0.62% +0.24
GS Goldman Sachs Group Inc. New 0.24% +0.24
IXUS iShares Core Intl Stock ETF New 0.23% +0.23
VT Vanguard Tot World STK ETF New 0.20% +0.20
DDWM Wisdomtree DY Inter Eq FD-US New 0.19% +0.19
AVDV Avantis Intl S/C Value ETF New 0.18% +0.18
MCK McKesson Corp. New 0.18% +0.18
DFEM Dimensional Emrg MRKT Core New 0.17% +0.17
ASML ASML Holding NV-NY Reg SHS New 0.17% +0.17
FLRN SS SPDR BB Ig Float RT ETF New 0.16% +0.16
SCHW Schwab (charles) Corp. New 0.14% +0.14
NEE Nextera Energy Inc. New 0.14% +0.14
RECS Columbia Resear Enh Cor ETF Add +41.6% 0.59% +0.13
AOA iShares Core 80/20 Aggressiv New 0.13% +0.13
ARTY iShares Future AI & Tech ETF New 0.13% +0.13
ALL Allstate Corp. New 0.13% +0.13
TSM Taiwan Semiconductor-SP ADR New 0.13% +0.13
GOOG Alphabet Inc. Class C Add +0.1% 0.83% +0.12
DFCF Dimensional Core Fixed Inc. Add +38.6% 0.56% +0.11
DYNF Ishrs US E F R A ETF-Usd Inc. Add +36.1% 0.50% +0.10
CRH CRH PLC Add +22.6% 0.66% +0.09
MFDX PIMCO Rafi Dynamic Multi-Fac Add +44.3% 0.33% +0.09
AMZN Amazon.com Inc. Add +10.1% 1.99% +0.08
C Citigroup Inc. Add +3.8% 1.15% +0.08
SPAB SS SPDR P Agg Bond ETF Add +35.4% 0.44% +0.08
IGEB iShares Investment Grade SYS Add +48.2% 0.31% +0.08
IAGG iShares Intl Aggregate Bond Add +46.4% 0.31% +0.07
JNJ Johnson & Johnson Add +8.8% 0.68% +0.06
VEU Vanguard Ftse All-World Ex-U Add +29.9% 0.32% +0.05
DFAW Dimensional World Eqty ETF Add +16.8% 0.68% +0.05
DIVO Amplify CWP Enhan Divid ETF Add +46.3% 0.21% +0.05
AMGN Amgen Inc. Add +6.8% 0.48% +0.05
AMD Advanced Micro Devices Add +8.0% 0.20% +0.05
CRM Salesforce Inc. Add +8.9% 0.51% +0.05
AXP American Express Co. Add +4.0% 1.01% +0.04
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +33.9% 0.26% +0.04
LULU Lululemon Athletica Inc. Add +15.2% 0.22% +0.04
TMO Thermo Fisher Scientific Inc. Add +6.6% 0.29% +0.04
VTIP Vanguard Short-Term Tips Add +41.0% 0.19% +0.04
BMY Bristol-Myers Squibb Co. Add +4.0% 0.28% +0.03
VCIT Vanguard Int-Term Corporate Add +13.9% 1.31% +0.03
CAT Caterpillar Inc. Add +1.5% 0.27% +0.02

Options Activity Q3 2025 → Q4 2025
AAPL Apple Inc. put New 5,100 $1.4M
NVDA Nvidia Corp. put New 2,500 $466K
LLY Eli Lilly & Co. put New 400 $430K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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