Riverbend Wealth Management, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Riverbend Wealth Management, LLC reported 149 stock positions worth $160.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 5.1% of the portfolio, followed by Wisdomtree U.S. Quality Divi (DGRW, 4.6%) and Apple (AAPL, 3.8%). Compared with Q4 2025, it opened 8 new positions, sold out of 7, added to 106 and reduced 27. The biggest buy was a new position in Amphenol Class A (APH) and the biggest sale an exit from Salesforce (CRM).

Most Recent 13F
Q2 2026
Location
Myrtle Beach, SC
CIK
0002055570
Portfolio Value
$160.8M (Q1 2026)
SEC Filing
0002055570-26-000002 ↗ filed Apr 22, 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 Q4 2025 Q1 2026: $160.8M $160.8M Q1 2026 Q2 2026: $196.7M Q2 2026

Holdings 149 stocks · $160.8M
IVV iShares Core S&P 500 ETF 5.09% 12,533 $8.2M Add +2.8%
DGRW Wisdomtree U.S. Quality Divi 4.59% 84,112 $7.4M Add +4.0%
AAPL Apple Inc. 3.79% 24,006 $6.1M Add +0.9%
QQQ Invesco QQQ Trust Series 1 3.21% 8,929 $5.2M Add +3.3%
SMTH Alps SMTH Cor BD Plus ETF 3.11% 194,177 $5.0M Add +14.5%
NVDA Nvidia Corp. 2.60% 24,020 $4.2M Add +3.4%
DGRO iShares Core Dividend Growth 2.34% 53,518 $3.8M Add +3.3%
MSFT Microsoft Corp. 2.25% 9,767 $3.6M Add +12.1%
AVGO Broadcom Inc. 1.97% 10,257 $3.2M Add +0.8%
GOOGL Alphabet Inc. Class A 1.91% 10,697 $3.1M Reduce -12.9%
AMZN Amazon.com Inc. 1.87% 14,433 $3.0M Add +5.3%
VYM Vanguard High DVD Yield ETF 1.78% 19,352 $2.9M Add +3.5%
JEPI JPMorgan Equity Premium Inco 1.74% 49,229 $2.8M Add +10.8%
BRK.B Berkshire Hathaway Inc. Class B 1.66% 5,567 $2.7M Add +2.0%
RSP Invesco S&P 500 Equal Weight 1.60% 13,436 $2.6M Add +5.5%
ITOT iShares Core S&P Total U.S. 1.45% 16,346 $2.3M Add +2.5%
MRK Merck & Co. Inc. 1.40% 18,681 $2.2M Add +8.2%
PYLD PIMCO Multisector Bond Actv 1.38% 84,434 $2.2M Add +13.3%
VCIT Vanguard Int-Term Corporate 1.33% 25,863 $2.1M Add +4.4%
JPM JPMorgan Chase & Co. 1.32% 7,228 $2.1M Add +6.0%
FBND Fidelity Total Bond ETF 1.26% 44,499 $2.0M Add +3.2%
FLQM Franklin U.S. Mid Cap Multif 1.23% 36,037 $2.0M Add +8.2%
DFAC Dimensional US Core Equity 2 1.15% 47,521 $1.8M Add +3.8%
LLY Eli Lilly & Co. 1.06% 1,859 $1.7M Add +4.0%
WMT Walmart Inc. 1.06% 13,734 $1.7M Add +7.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.03% 5,789 $1.7M Add +4.0%
META Meta Platforms Inc. Class A 1.01% 2,838 $1.6M Add +3.7%
VGT Vanguard Info Tech ETF 0.91% 2,099 $1.5M Add +2.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.90% 2,215 $1.4M Add +0.4%
EFV iShares MSCI Eafe Value ETF 0.86% 18,616 $1.4M Add +3.2%
C Citigroup Inc. 0.84% 11,894 $1.3M Reduce -24.2%
FSMD Fidelity Small-Mid Multifact 0.83% 29,727 $1.3M Add +3.1%
JNJ Johnson & Johnson 0.83% 5,436 $1.3M Add +3.5%
BUFR FT Vest Lad Buffervetf-Usd I 0.82% 39,077 $1.3M Add +3.6%
AXP American Express Co. 0.80% 4,226 $1.3M Reduce -2.6%
GOOG Alphabet Inc. Class C 0.77% 4,324 $1.2M Add +2.9%
RTX RTX Corp. 0.76% 6,359 $1.2M Add +5.3%
BSV Vanguard Short-Term Bond ETF 0.76% 15,640 $1.2M Add +3.0%
EQT Eqt Corp. 0.75% 18,928 $1.2M Add +22.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.73% 24,238 $1.2M Reduce -4.5%
XOM Exxon Mobil Corp. 0.70% 6,649 $1.1M Reduce -3.7%
NFLX Netflix Inc. 0.70% 11,647 $1.1M Reduce -8.9%
DELL Dell Technologies -C 0.69% 6,791 $1.1M Add +5.5%
IAU iShares Gold Trust 0.66% 12,116 $1.1M Add +0.4%
DFAW Dimensional World Eqty ETF 0.64% 13,944 $1.0M Reduce -3.8%
GEV GE Vernova Inc. 0.59% 1,089 $950K Add +25.6%
DFCF Dimensional Core Fixed Inc. 0.58% 22,187 $937K Add +6.7%
RECS Columbia Resear Enh Cor ETF 0.58% 23,725 $925K Add +3.3%
CRH CRH PLC 0.57% 8,710 $916K Add +3.9%
BKNG Booking Holdings Inc. 0.56% 215 $903K Add +3.9%
PEP Pepsico Inc. 0.54% 5,587 $868K Add +6.3%
IYY iShares Dow Jones U.S. ETF 0.53% 5,400 $856K No change
STIP iShares 0-5 Year Tips Bond E 0.53% 8,259 $854K Add +4.7%
AMGN Amgen Inc. 0.53% 2,426 $853K Add +4.6%
UBER Uber Technologies Inc. 0.53% 11,835 $851K Reduce -4.3%
PG The Procter & Gamble Co. 0.53% 5,887 $850K Add +9.3%
CEG Constellation Energy 0.53% 3,031 $846K Add +11.5%
ABBV Abbvie Inc. 0.52% 3,853 $838K Add +7.7%
CVX Chevron Corp. 0.52% 4,025 $833K Reduce -1.9%
HD Home Depot Inc. 0.51% 2,509 $825K Add +11.0%
COM Direxion Auspice BRD Cmdty 0.51% 24,373 $818K Add +4.0%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.49% 13,607 $792K Add +3.7%
SPAB SS SPDR P Agg Bond ETF 0.46% 29,060 $745K Add +6.5%
GD General Dynamics Corp. 0.46% 2,150 $738K Add +4.2%
IVE iShares S&P 500 Value ETF 0.46% 3,468 $732K Add +1.2%
APH Amphenol Corp. Class A 0.45% 5,764 $728K New
VIG Vanguard Dividend Apprec ETF 0.44% 3,322 $714K Add +3.1%
TFC Truist Financial Corp. 0.44% 15,489 $712K Reduce -0.5%
MA Mastercard Inc. Class A 0.44% 1,407 $703K Reduce -15.6%
LNG Cheniere Energy Inc. 0.43% 2,459 $698K Add +3.7%
KO The Coca-Cola Co. 0.43% 9,052 $688K Add +5.3%
PSX Phillips 66 0.41% 3,659 $667K Reduce -1.0%
MS Morgan Stanley 0.41% 4,019 $661K Reduce -16.2%
SUSA iShares ESG Optimized MSCI U 0.41% 5,000 $661K No change
IFRA iShares US Infrastructure 0.41% 11,528 $659K Add +2.0%
FITB Fifth Third Bancorp 0.40% 13,984 $650K Add +0.2%
BLK BlackRock Inc. 0.40% 671 $646K Add +5.2%
WFC Wells Fargo & Co. 0.36% 7,282 $580K Add +87.4%
IWN iShares Russell 2000 Value E 0.35% 3,000 $569K No change
MFDX PIMCO Rafi Dynamic Multi-Fac filed as PIMCO EQUITY SER 0.35% 13,992 $557K Add +1.9%
IAGG iShares Intl Aggregate Bond 0.34% 11,088 $555K Add +12.2%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.34% 1,191 $551K Add +0.3%
EMB iShares JP Morgan Usd Emergi 0.34% 5,806 $545K Add +4.4%
NOBL Proshares S&P 500 Dividend A 0.33% 5,021 $532K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.33% 4,000 $530K No change
IGEB iShares Investment Grade SYS 0.33% 11,725 $528K Add +10.0%
VEU Vanguard Ftse All-World Ex-U 0.32% 6,763 $508K Reduce -1.4%
CSCO Cisco Systems Inc. 0.32% 6,530 $507K Reduce -1.5%
VTI VG Morningstar TS MKT ETF-US 0.31% 1,573 $505K Add +15.2%
BA The Boeing Co. 0.31% 2,533 $504K New
BMY Bristol-Myers Squibb Co. 0.31% 8,278 $502K Reduce -1.0%
CAT Caterpillar Inc. 0.30% 681 $483K Reduce -9.2%
VOO Vanguard S&P 500 ETF 0.29% 787 $470K Add +19.8%
LMT Lockheed Martin Corp. 0.29% 766 $463K Reduce -3.3%
IWF iShares Russell 1000 Growth 0.28% 1,070 $456K Add +0.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.28% 1,015 $443K Add +0.5%
DLR Digital Realty Trust Inc. 0.26% 2,355 $424K Add +5.3%
MO Altria Group Inc. 0.26% 6,410 $423K Reduce -1.1%
QUAL iShares MSCI USA Quality Fac 0.26% 2,173 $417K Reduce -1.5%
TMO Thermo Fisher Scientific Inc. 0.26% 835 $411K Add +3.6%

Show all 149 holdings

Options reported separately and not counted above: AAPL puts ($12.9M), NVDA puts ($436K), LLY puts ($368K).

Portfolio Sells Q4 2025 → Q1 2026
CRM Salesforce Inc. Sold out 0.00% −0.51
GOOGL Alphabet Inc. Class A Reduce -12.9% 1.91% −0.51
C Citigroup Inc. Reduce -24.2% 0.84% −0.31
ADBE Adobe Inc. Sold out 0.00% −0.27
LULU Lululemon Athletica Inc. Sold out 0.00% −0.22
AXP American Express Co. Reduce -2.6% 0.80% −0.22
MA Mastercard Inc. Class A Reduce -15.6% 0.44% −0.16
TMUS T-Mobile US Inc. Sold out 0.00% −0.15
BAC Bank of America Corp. Reduce -4.5% 0.73% −0.14
ANET Arista Networks Inc. Sold out 0.00% −0.13
MELI MercadoLibre Inc. Sold out 0.00% −0.13
MS Morgan Stanley Reduce -16.2% 0.41% −0.13
UBER Uber Technologies Inc. Reduce -4.3% 0.53% −0.11
HOUS Anywhere Real Estate Inc. Sold out 0.00% −0.10
NFLX Netflix Inc. Reduce -8.9% 0.70% −0.06
TFC Truist Financial Corp. Reduce -0.5% 0.44% −0.04
DFAW Dimensional World Eqty ETF Reduce -3.8% 0.64% −0.04
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -11.0% 0.22% −0.03
IWD iShares Russell 1000 Value E Reduce -8.2% 0.21% −0.02
QUAL iShares MSCI USA Quality Fac Reduce -1.5% 0.26% −0.02
VT Vanguard Tot World STK ETF Reduce -0.2% 0.19% −0.01
CSCO Cisco Systems Inc. Reduce -1.5% 0.32% −0.01
VEU Vanguard Ftse All-World Ex-U Reduce -1.4% 0.32% −0.00
AVDV Avantis Intl S/C Value ETF Reduce -5.6% 0.18% −0.00
FCX Freeport-McMoran Inc. Reduce -12.3% 0.19% +0.00
LHX L3HARRIS Technologies Inc. Reduce -8.2% 0.21% +0.01
MO Altria Group Inc. Reduce -1.1% 0.26% +0.03
BMY Bristol-Myers Squibb Co. Reduce -1.0% 0.31% +0.03
CAT Caterpillar Inc. Reduce -9.2% 0.30% +0.03
ASML ASML Holding NV-NY Reg SHS Reduce -0.4% 0.20% +0.04
LMT Lockheed Martin Corp. Reduce -3.3% 0.29% +0.05
PSX Phillips 66 Reduce -1.0% 0.41% +0.11
CVX Chevron Corp. Reduce -1.9% 0.52% +0.12
XOM Exxon Mobil Corp. Reduce -3.7% 0.70% +0.18

Portfolio Buys Q4 2025 → Q1 2026
APH Amphenol Corp. Class A New 0.45% +0.45
SMTH Alps SMTH Cor BD Plus ETF Add +14.5% 3.11% +0.33
BA The Boeing Co. New 0.31% +0.31
MRK Merck & Co. Inc. Add +8.2% 1.40% +0.25
NEM Newmont Corp. New 0.24% +0.24
GEV GE Vernova Inc. Add +25.6% 0.59% +0.23
EQT Eqt Corp. Add +22.2% 0.75% +0.23
DELL Dell Technologies -C Add +5.5% 0.69% +0.18
WMT Walmart Inc. Add +7.1% 1.06% +0.16
LNG Cheniere Energy Inc. Add +3.7% 0.43% +0.14
JNJ Johnson & Johnson Add +3.5% 0.83% +0.14
ITW Illinois Tool Works New 0.14% +0.14
TPR Tapestry Inc. New 0.14% +0.14
JEPI JPMorgan Equity Premium Inco Add +10.8% 1.74% +0.13
WFC Wells Fargo & Co. Add +87.4% 0.36% +0.13
FDX FedEx Corp. New 0.13% +0.13
URI United Rentals Inc. New 0.12% +0.12
PYLD PIMCO Multisector Bond Actv Add +13.3% 1.38% +0.12
VYM Vanguard High DVD Yield ETF Add +3.5% 1.78% +0.09
COMP Compass Inc. Class A New 0.08% +0.08
COM Direxion Auspice BRD Cmdty Add +4.0% 0.51% +0.07
DGRO iShares Core Dividend Growth Add +3.3% 2.34% +0.07
RSP Invesco S&P 500 Equal Weight Add +5.5% 1.60% +0.07
RTX RTX Corp. Add +5.3% 0.76% +0.07
PEP Pepsico Inc. Add +6.3% 0.54% +0.06
HON Honeywell International Inc. Add +18.3% 0.22% +0.06
AMGN Amgen Inc. Add +4.6% 0.53% +0.05
FLQM Franklin U.S. Mid Cap Multif Add +8.2% 1.23% +0.05
KO The Coca-Cola Co. Add +5.3% 0.43% +0.05
EFV iShares MSCI Eafe Value ETF Add +3.2% 0.86% +0.05
IAU iShares Gold Trust Add +0.4% 0.66% +0.05
DLR Digital Realty Trust Inc. Add +5.3% 0.26% +0.05
PG The Procter & Gamble Co. Add +9.3% 0.53% +0.04
COST Costco Wholesale Corp. Add +9.3% 0.21% +0.04
MCK McKesson Corp. Add +18.5% 0.22% +0.04
DGRW Wisdomtree U.S. Quality Divi Add +4.0% 4.59% +0.04
UBSI United Bankshares Inc. Add +13.1% 0.24% +0.04
ADI Analog Devices Inc. Add +2.2% 0.25% +0.04
ED Consolidated Edison Inc. Add +8.9% 0.20% +0.04
IFRA iShares US Infrastructure Add +2.0% 0.41% +0.04
EXC Exelon Corp. Add +9.2% 0.19% +0.03
IAGG iShares Intl Aggregate Bond Add +12.2% 0.34% +0.03
VOO Vanguard S&P 500 ETF Add +19.8% 0.29% +0.03
DUK Duke Energy Corp. Add +8.5% 0.20% +0.03
TXN Texas Instruments Inc. Add +4.0% 0.25% +0.03
SOXX iShares Semiconductor ETF Add +6.2% 0.24% +0.03
NEE Nextera Energy Inc. Add +5.0% 0.16% +0.03
VTI VG Morningstar TS MKT ETF-US Add +15.2% 0.31% +0.03
FSMD Fidelity Small-Mid Multifact Add +3.1% 0.83% +0.03
DFCF Dimensional Core Fixed Inc. Add +6.7% 0.58% +0.03

Options Activity Q4 2025 → Q1 2026
AAPL Apple Inc. put Add +900.0% 51,000 $12.9M

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