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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.35 Billion 5.18% of portfolio
12,187
Q4 2025 Reduced 0.44%
$0
$7.23 Billion 4.49% of portfolio
80,847
Q4 2025 Added 4.96%
$0
$5.31 Billion 3.3% of portfolio
8,646
Q4 2025 Added 1.83%
$0
$3.6 Billion 2.23% of portfolio
51,820
Q4 2025 Added 1.92%
$0
$2.68 Billion 1.67% of portfolio
18,703
Q4 2025 Added 2.1%
$0
$2.54 Billion 1.58% of portfolio
44,416
Q4 2025 Added 5.03%
$0
$2.44 Billion 1.51% of portfolio
12,732
Q4 2025 Added 4.05%
$0
$2.37 Billion 1.47% of portfolio
15,954
Q4 2025 Added 39.73%
$0
$2.07 Billion 1.29% of portfolio
24,768
Q4 2025 Added 13.88%
$0
$1.98 Billion 1.23% of portfolio
43,112
Q4 2025 Reduced 3.91%
$0
$1.87 Billion 1.16% of portfolio
33,302
Q4 2025 Added 5.09%
$0
$1.81 Billion 1.13% of portfolio
45,788
Q4 2025 Added 48.96%
$0
$1.62 Billion 1.0% of portfolio
5,565
Q4 2025 Added 3.73%
$0
$1.54 Billion 0.96% of portfolio
2,043
Q4 2025 Reduced 0.87%
$0
$1.51 Billion 0.93% of portfolio
2,207
Q3 2025 Reduced 3.58%
$0
$1.29 Billion 0.8% of portfolio
18,044
Q4 2025 Added 4.35%
$0
$1.27 Billion 0.79% of portfolio
28,829
Q4 2025 Added 6.04%
$0
$1.2 Billion 0.74% of portfolio
15,185
Q4 2025 Reduced 2.04%
$65.3B
$979 Million 0.61% of portfolio
12,066
Q4 2025 Added 63.32%
$0
$938 Million 0.58% of portfolio
22,978
Q4 2025 Added 41.65%
$0
$895 Million 0.56% of portfolio
5,400
Q4 2024 New
$0
$885 Million 0.55% of portfolio
20,795
Q4 2025 Added 38.61%
$0
$808 Million 0.5% of portfolio
7,892
Q4 2025 Added 10.73%
$0
$798 Million 0.5% of portfolio
13,116
Q4 2025 Added 36.11%
$0
$727 Million 0.45% of portfolio
3,426
Q4 2025 Added 2.7%
$0
$708 Million 0.44% of portfolio
3,223
Q4 2025 Added 0.22%
$0
$703 Million 0.44% of portfolio
27,284
Q4 2025 Added 35.44%
$0
$693 Million 0.43% of portfolio
23,426
Q4 2025 Added 5.29%
$0
$697 Million 0.43% of portfolio
5,000
Q4 2024 New
$0
$595 Million 0.37% of portfolio
11,301
Q4 2025 Added 1.59%
$0
$571 Million 0.35% of portfolio
1,188
Q4 2025 Added 0.17%
$0
$544 Million 0.34% of portfolio
3,000
Q4 2024 New
$0
$536 Million 0.33% of portfolio
5,562
Q4 2025 New
$0
$528 Million 0.33% of portfolio
13,731
Q4 2025 Added 44.29%
$0
$526 Million 0.33% of portfolio
4,000
Q4 2024 New
$0
$523 Million 0.32% of portfolio
5,021
Q2 2025 Added 0.42%
$0
$505 Million 0.31% of portfolio
1,068
Q4 2025 Added 11.37%
$0
$494 Million 0.31% of portfolio
9,885
Q4 2025 Added 46.38%
$0
$493 Million 0.31% of portfolio
1,010
Q2 2025 Added 2.12%
$0
$505 Million 0.31% of portfolio
6,860
Q4 2025 Added 29.85%
$0
$487 Million 0.3% of portfolio
10,661
Q4 2025 Added 48.17%
$0
$458 Million 0.28% of portfolio
1,365
Q4 2025 Added 0.52%
$0
$438 Million 0.27% of portfolio
2,207
Q4 2025 Reduced 8.39%
$0
$412 Million 0.26% of portfolio
657
Q4 2025 Added 3.96%
$0
$409 Million 0.25% of portfolio
3,709
Q4 2025 Added 33.9%
$0
$369 Million 0.23% of portfolio
4,363
Q4 2025 New
$0
$362 Million 0.23% of portfolio
1,723
Q4 2025 Added 0.06%
$0
$351 Million 0.22% of portfolio
3,285
Q2 2025 New
$0
$333 Million 0.21% of portfolio
7,484
Q4 2025 Added 46.29%

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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