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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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