Managers / Q3 2025 · view latest →
Riverbend Wealth Management, LLC
CIK 0002055570 · 1341 44TH AVENUE NORTH, SUITE 102, MYRTLE BEACH, SC, 29577 · 843-970-1049
Summary
Riverbend Wealth Management, LLC reported $143M in U.S.-listed holdings across 138 positions for Q3 2025.
Its largest position, Ishares Tr, represents 5.7% of the portfolio.
Compared with Q2 2025, the fund opened 7 new positions and exited 4.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ETP · 51.1% · $73M
- Common Stock · 47.3% · $68M
- Other · 1.0% · $1M
- ADR · 0.3% · $492,994
- REIT · 0.3% · $361,518
Quarter-over-Quarter Changes full breakdown →
vs Q2 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| ANETARISTA NETWORKS INC | NEW | +1.6K | 1.6K | +$231,679 | $231,679 |
| AMPLIFY ETF TR | NEW | +5.1K | 5.1K | +$228,026 | $228,026 |
| AMDADVANCED MICRO DEVICES INC | NEW | +1.4K | 1.4K | +$225,853 | $225,853 |
| STLDSTEEL DYNAMICS INC | NEW | +1.5K | 1.5K | +$209,145 | $209,145 |
| SMCISUPER MICRO COMPUTER INC | NEW | +4.3K | 4.3K | +$205,615 | $205,615 |
| NU HLDGS LTD | NEW | +11.0K | 11.0K | +$176,110 | $176,110 |
| CLFCLEVELAND-CLIFFS INC NEW | NEW | +11.0K | 11.0K | +$134,200 | $134,200 |
| UNHUNITEDHEALTH GROUP INC | SOLD OUT | −1.8K | 0 | −$549,533 | $0 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q3 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | ISHARES TR | CORE S&P500 ETF · CORE DIV GRWTH · CORE S&P TTL STK · EAFE VALUE ETF · DOW JONES US ETF | 10.73% | $15M | 97.2K |
| 2 | WISDOMTREE TR | US QTLY DIV GRT | 4.78% | $7M | 77.0K |
| 3 | AAPLAPPLE INChistory → | COM | 4.13% | $6M | 23.2K |
| 4 | NDQINVESCO QQQ TRhistory → | UNIT SER 1 | 3.56% | $5M | 8.5K |
| 5 | NVDANVIDIA CORPORATIONhistory → | COM | 3.02% | $4M | 23.2K |
| 6 | MSFTMICROSOFT CORPhistory → | COM | 3.01% | $4M | 8.3K |
| 7 | ALPS ETF TR | SMITH CORE PLUS | 2.89% | $4M | 158.4K |
| 8 | GOOGLALPHABET INC | CAP STK CL A · CAP STK CL C | 2.83% | $4M | 16.7K |
| 9 | AVGOBROADCOM INChistory → | COM | 2.60% | $4M | 11.3K |
| 10 | BRK/BBERKSHIRE HATHAWAY INC DELhistory → | CL B NEW | 2.15% | $3M | 6.1K |
| 11 | AMZNAMAZON COM INChistory → | COM | 1.91% | $3M | 12.4K |
| 12 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 1.80% | $3M | 18.3K |
| 13 | J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 1.69% | $2M | 42.3K |
| 14 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 1.62% | $2M | 12.2K |
| 15 | DFACDIMENSIONAL ETF TRUST | US CORE EQUITY 2 · WORLD EQUITY ETF | 1.45% | $2M | 43.2K |
| 16 | FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 1.45% | $2M | 44.9K |
| 17 | JPMJPMORGAN CHASE & CO.history → | COM | 1.44% | $2M | 6.5K |
| 18 | METAMETA PLATFORMS INChistory → | CL A | 1.37% | $2M | 2.7K |
| 19 | PIMCO ETF TR | MULTISECTOR BD | 1.30% | $2M | 69.2K |
| 20 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 1.28% | $2M | 21.7K |
| 21 | FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 1.25% | $2M | 31.7K |
| 22 | VANGUARD INDEX FDS | MID CAP ETF | 1.10% | $2M | 5.4K |
| 23 | VANGUARD WORLD FD | INF TECH ETF | 1.07% | $2M | 2.1K |
| 24 | TRVCCITIGROUP INChistory → | COM NEW | 1.07% | $2M | 15.1K |
| 25 | SPDR S&P 500 ETF TR | TR UNIT | 1.03% | $1M | 2.2K |
| 26 | NFLXNETFLIX INChistory → | COM | 1.01% | $1M | 1.2K |
| 27 | AXPAMERICAN EXPRESS CO | COM | 0.97% | $1M | 4.2K |
| 28 | FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 0.92% | $1M | 39.5K |
| 29 | LLYELI LILLY & CO | COM | 0.91% | $1M | 1.7K |
| 30 | MRKMERCK & CO INC | COM | 0.89% | $1M | 15.2K |
| 31 | WMTWALMART INC | COM | 0.88% | $1M | 12.3K |
| 32 | BACBANK AMERICA CORP | COM | 0.87% | $1M | 24.2K |
| 33 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 0.85% | $1M | 15.5K |
| 34 | FIDELITY COVINGTON TRUST | SML MID MLTFCT | 0.84% | $1M | 27.2K |
| 35 | UBERUBER TECHNOLOGIES INC | COM | 0.79% | $1M | 11.6K |
| 36 | BKNGBOOKING HOLDINGS INC | COM | 0.74% | $1M | 196 |
| 37 | JNJJOHNSON & JOHNSON | COM | 0.63% | $895,516 | 4.8K |
| 38 | MAMASTERCARD INCORPORATED | CL A | 0.62% | $887,186 | 1.6K |
| 39 | DELLDELL TECHNOLOGIES INC | CL C | 0.61% | $867,970 | 6.1K |
| 40 | HDHOME DEPOT INC | COM | 0.59% | $842,393 | 2.1K |
| 41 | CEGCONSTELLATION ENERGY CORP | COM | 0.59% | $842,191 | 2.6K |
| 42 | CRH PLC | ORD | 0.57% | $820,150 | 6.8K |
| 43 | EQTEQT CORP | COM | 0.56% | $796,535 | 14.6K |
| 44 | ABBVABBVIE INC | COM | 0.54% | $775,721 | 3.4K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $175M | 152 | Apr 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $161M | 151 | Jan 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $143M | 138 | Oct 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $132M | 135 | Jul 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $112M | 119 | Apr 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $112M | 114 | Feb 7, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.