Riverbend Wealth Management, LLC Portfolio Holdings

Riverbend Wealth Management, LLC

  • $161 Billion
  • Q4 2025

Riverbend Wealth Management, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $161 Billion distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $8.35B, Wisdomtree Tr Us Quality Divid with a value of $7.23B, Apple Inc. with a value of $6.47B, Invesco Qqq Trust, Series 1 with a value of $5.31B, and Alps ETF Tr with a value of $4.42B.

Examining the 13F form we can see an increase of $17.8B in the current position value, from $143B to 161B.

Riverbend Wealth Management, LLC is based out at Myrtle Beach, SC

Below you can find more details about Riverbend Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $161 Billion
ETFs: $74.7 Billion
Technology: $25.4 Billion
Financial Services: $14.8 Billion
Communication Services: $8.4 Billion
Healthcare: $8.39 Billion
Consumer Cyclical: $6.01 Billion
Consumer Defensive: $4.2 Billion
Energy: $3.22 Billion
Other: $7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$6.47 Billion 4.02% of portfolio
23,790
Q4 2025 Added 2.42%
$465B
$4.33 Billion 2.69% of portfolio
23,234
Q4 2025 Added 0.19%
$3.78T
$4.21 Billion 2.62% of portfolio
8,712
Q4 2025 Added 4.69%
$1.65T
$3.85 Billion 2.39% of portfolio
12,289
Q4 2025 Reduced 1.37%
$139B
$3.52 Billion 2.19% of portfolio
10,174
Q4 2025 Reduced 9.71%
$2.39T
$3.17 Billion 1.97% of portfolio
13,713
Q4 2025 Added 10.14%
$662B
$2.74 Billion 1.7% of portfolio
5,457
Q4 2025 Reduced 11.08%
$881B
$2.2 Billion 1.36% of portfolio
6,819
Q4 2025 Added 4.54%
$971B
$1.92 Billion 1.19% of portfolio
1,788
Q4 2025 Added 4.56%
$190B
$1.83 Billion 1.14% of portfolio
15,691
Q4 2025 Added 3.77%
$235B
$1.82 Billion 1.13% of portfolio
17,268
Q4 2025 Added 13.64%
$1.37T
$1.81 Billion 1.12% of portfolio
2,737
Q4 2025 Added 2.43%
$255B
$1.61 Billion 1.0% of portfolio
4,340
Q4 2025 Added 4.05%
$279B
$1.43 Billion 0.89% of portfolio
12,825
Q4 2025 Added 4.58%
$413B
$1.4 Billion 0.87% of portfolio
25,370
Q4 2025 Added 4.74%
$1.74T
$1.32 Billion 0.82% of portfolio
4,204
Q4 2025 Added 0.14%
$191B
$1.11 Billion 0.69% of portfolio
207
Q4 2025 Added 5.61%
$258B
$1.11 Billion 0.69% of portfolio
6,042
Q4 2025 Added 62.51%
$522B
$1.09 Billion 0.68% of portfolio
5,254
Q4 2025 Added 8.78%
$23.9B
$1.05 Billion 0.65% of portfolio
-
Q4 2025 Added 22.56%
$181B
$1.01 Billion 0.63% of portfolio
12,360
Q4 2025 Added 6.6%
$111B
$961 Million 0.6% of portfolio
2,719
Q4 2025 Added 6.25%
$512B
$952 Million 0.59% of portfolio
1,667
Q4 2025 Added 6.86%
$270B
$852 Million 0.53% of portfolio
4,797
Q4 2025 Added 187.07%
$490B
$831 Million 0.52% of portfolio
6,904
Q4 2025 Added 5.21%
$22B
$831 Million 0.52% of portfolio
15,495
Q4 2025 Added 5.88%
$414B
$817 Million 0.51% of portfolio
3,577
Q4 2025 Added 6.78%
$237B
$813 Million 0.5% of portfolio
3,067
Q4 2025 Added 8.87%
$34.7B
$810 Million 0.5% of portfolio
6,438
Q4 2025 Added 5.16%
$346B
$772 Million 0.48% of portfolio
5,386
Q4 2025 Added 14.57%
$59.5B
$766 Million 0.48% of portfolio
15,570
Q4 2025 Added 2.79%
$367B
$778 Million 0.48% of portfolio
2,260
Q4 2025 Added 8.71%
$204B
$755 Million 0.47% of portfolio
5,258
Q4 2025 Added 9.52%
$183B
$759 Million 0.47% of portfolio
2,320
Q4 2025 Added 6.76%
$94.5B
$694 Million 0.43% of portfolio
2,063
Q4 2025 Added 5.63%
$29.2B
$653 Million 0.41% of portfolio
13,957
Q4 2025 Added 0.06%
$303B
$626 Million 0.39% of portfolio
4,105
Q4 2025 Added 5.2%
$306B
$601 Million 0.37% of portfolio
8,592
Q4 2025 Added 7.44%
$319B
$510 Million 0.32% of portfolio
6,627
Q4 2025 Added 5.83%
$68.5B
$477 Million 0.3% of portfolio
3,697
Q4 2025 Added 7.0%
$222B
$467 Million 0.29% of portfolio
806
Q4 2025 Added 6.61%
$53.8B
$461 Million 0.29% of portfolio
2,371
Q4 2025 Added 9.21%
$99.5B
$451 Million 0.28% of portfolio
8,364
Q4 2025 Added 3.99%
$151B
$433 Million 0.27% of portfolio
1,236
Q4 2025 Reduced 25.9%
$291B
$430 Million 0.27% of portfolio
750
Q4 2025 Added 1.49%
$123B
$383 Million 0.24% of portfolio
792
Q4 2025 Added 9.09%
$104B
$374 Million 0.23% of portfolio
6,479
Q4 2025 Added 1.46%
$265B
$378 Million 0.23% of portfolio
430
Q4 2025 New
$317B
$362 Million 0.22% of portfolio
3,886
Q4 2025 Added 5.43%

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $161 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 17 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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