Riverbend Wealth Management, LLC

CIK

2055570

Location

Myrtle Beach, SC

Portfolio Value

Small $199,909,665

Diversification

Diversified

Filing Date

Global Rank

#6,504 / 8,794 ▲ 138 · as of Jun 2026

Top Industry

Semiconductors 14.9%

Period ended 3 months ago

Filed Jul 22, 2026 · 2mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

130 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.1%

+2.1 pts

Top 5

30.2%

+1.8 pts

Top 10

41.8%

+0.8 pts

HHI

365

Diversified+46

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	50.9%	$101,744,534	38
Technology	18.4%	$36,868,114	24
Financial Services	8.3%	$16,594,048	17
Healthcare	5.3%	$10,571,498	8
Communication Services	4.2%	$8,341,540	3
Industrials	3.5%	$6,999,302	11
Consumer Cyclical	2.8%	$5,663,909	6
Consumer Defensive	2.5%	$5,093,183	7
Energy	1.7%	$3,476,370	5
Utilities	1.1%	$2,167,208	6
Basic Materials	0.9%	$1,712,750	3
Real Estate	0.3%	$677,209	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FBCG	Fidelity Blue Chip Growth ETF	+66,691	96,418	$4,267,415
VB	Vanguard Morningstar Small-Cap ETF	+23,316	32,480	$3,491,967
EDV	Vanguard World Funds Extended Duration ETF	+17,902	20,001	$2,551,169
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+16,867	220,490	$30,252,431
BUYZ	Franklin Disruptive Commerce ETF	+10,994	47,031	$2,461,421
BKNG	Booking Holdings Inc.	+5,573	5,788	$1,031,653
—		+5,022	10,043	$564,014
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+4,824	95,888	$8,811,952
FAAA	Fidelity AAA CLO ETF	+4,353	48,852	$2,222,277
BNDW	Vanguard Total World Bond ETF	+3,612	29,475	$2,436,108
VIGI	Vanguard International Dividend Appreciation ETF	+3,543	22,895	$3,477,436
AFGR	First Trust Active Factor Large Cap Growth ETF	+3,257	42,334	$1,546,461
BIV	Vanguard Intermediate-Term Bond ETF	+2,195	17,835	$1,389,524
COMP	Compass, Inc.	+2,000	19,401	$239,214
NVDA	Nvidia Corp	+1,980	28,500	$5,702,565
BAC	Bank Of America Corp /De/	+1,715	25,953	$1,478,801
MO	Altria Group, Inc.	+1,641	8,051	$579,269
MRK	Merck & Co., Inc.	+1,596	20,277	$2,605,594
MSFT	Microsoft Corp	+1,553	11,320	$4,222,586
ABBV	AbbVie Inc.	+1,544	5,397	$1,358,101
AMZN	Amazon Com Inc	+1,328	15,761	$3,756,476
XOM	ExxonMobil Holdings Corp	+1,253	7,902	$1,080,361
NFLX	Netflix Inc	+1,231	12,878	$919,489
DCOR	Dimensional US Core Equity 1 ETF	+1,211	93,249	$4,561,392
EXC	Exelon Corp	+1,130	7,459	$347,738
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−45,086	29,920	$8,657,651
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−39,543	9,686	$547,065
ACES	ALPS Clean Energy ETF	−24,461	169,716	$4,368,489
BILZ	PIMCO Ultra Short Government Active ETF	−10,208	74,226	$1,968,473
EQT	EQT Corp	−3,755	15,173	$806,748
PSX	Phillips 66	−1,884	1,775	$300,063
PG	PROCTER & GAMBLE Co	−1,681	4,206	$616,767
DELL	Dell Technologies Inc.	−1,078	5,713	$2,464,930
HON	Honeywell International Inc	−673	889	$199,047
CEG	Constellation Energy Corp	−450	2,581	$641,042
PEP	Pepsico Inc	−380	5,207	$705,027
CSCO	Cisco Systems, Inc.	−373	6,157	$723,201
TXN	Texas Instruments Inc	−190	1,884	$561,563
CAT	Caterpillar Inc	−105	576	$613,382
ADI	Analog Devices Inc	−104	1,141	$453,170
TPR	Tapestry, Inc.	−97	1,464	$214,300
VIG	Vanguard Dividend Appreciation ETF	−93	3,229	$764,045
FCX	Freeport-Mcmoran Inc	−37	5,271	$331,493
MA	Mastercard Inc	−33	1,374	$705,686
GEV	GE Vernova Inc.	−12	1,077	$1,265,324
LOW	Lowes Companies Inc	−6	1,434	$316,182
URI	United Rentals, Inc.	−6	269	$304,747
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
BLDG	Cambria Global Real Estate ETF	48,447	$1,745,060
BKF	iShares MSCI BIC ETF	21,016	$1,539,632
LRCX	Lam Research Corp	2,244	$972,392
MU	Micron Technology Inc	718	$828,780
SDCI	USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund	22,338	$590,616
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	19,343	$566,169
ALAB	Astera Labs, Inc.	1,128	$544,846
CMI	Cummins Inc	711	$507,092
PM	Philip Morris International Inc.	2,377	$430,023
VEA	Vanguard FTSE Developed Markets ETF	4,223	$300,888
TSLA	Tesla, Inc.	692	$291,055
CLS	Celestica Inc	711	$259,372
AMAT	Applied Materials Inc /De	352	$254,496
ANET	Arista Networks, Inc.	1,383	$234,944
XEL	Xcel Energy Inc	2,694	$216,328
INTC	Intel Corp	1,529	$213,494
SNOW	Snowflake Inc.	833	$211,998
FNDA	Schwab Fundamental U.S. Small Company ETF	6,481	$205,512
MRVL	Marvell Technology, Inc.	688	$204,948
CRDO	Credo Technology Group Holding Ltd	752	$204,506
QCOM	Qualcomm Inc/De	1,105	$204,192
AMP	Ameriprise Financial Inc	445	$204,148
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
HD	Home Depot, Inc.	2,509	$825,185
BMY	Bristol Myers Squibb Co	8,278	$502,060
FDX	Fedex Corp	583	$207,652
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	24,373	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

130 tracked positions · $199,909,665 total · filing declares 176 positions · $199,119,779 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 130 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	220,490	+16,867	$30,252,431	—	15.13%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	95,888	+4,824	$8,811,952	+14.5%	4.41%
AAPL	Apple Inc. PUT + SHARES Technology	Reduced	29,920	-45,086	$8,657,651	−54.5%	4.33%
QQQ	Invesco Qqq Trust, Series 1	Added	9,561	+632	$7,040,720	+36.6%	3.52%
NVDA	Nvidia Corp PUT + SHARES Technology	Added	28,500	+1,980	$5,702,565	+23.3%	2.85%
GOOGL	Alphabet Inc. Communication Services	Added	15,838	+817	$5,642,055	+30.7%	2.82%
DCOR	Dimensional US Core Equity 1 ETF	Added	93,249	+1,211	$4,561,392	+11.2%	2.28%
ACES	ALPS Clean Energy ETF	Reduced	169,716	-24,461	$4,368,489	−12.6%	2.19%
FBCG	Fidelity Blue Chip Growth ETF	Added	96,418	+66,691	$4,267,415	+221.0%	2.13%
MSFT	Microsoft Corp Technology	Added	11,320	+1,553	$4,222,586	+16.8%	2.11%
AVGO	Broadcom Inc. Technology	Added	10,504	+247	$3,967,886	+25.0%	1.98%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,761	+1,328	$3,756,476	+25.0%	1.88%
VB	Vanguard Morningstar Small-Cap ETF	Added	32,480	+23,316	$3,491,967	+138.5%	1.75%
VIGI	Vanguard International Dividend Appreciation ETF	Added	22,895	+3,543	$3,477,436	+21.3%	1.74%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	14,073	+637	$2,994,312	+16.1%	1.50%
LLY	ELI LILLY & Co PUT + SHARES Healthcare	Added	2,430	+171	$2,914,615	+40.3%	1.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,800	+233	$2,902,262	+8.8%	1.45%
MRK	Merck & Co., Inc. Healthcare	Added	20,277	+1,596	$2,605,594	+16.0%	1.30%
EDV	Vanguard World Funds Extended Duration ETF	Added	20,001	+17,902	$2,551,169	+1293.6%	1.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,606	+378	$2,489,671	+17.1%	1.25%
DELL	Dell Technologies Inc. Technology	Reduced	5,713	-1,078	$2,464,930	+121.1%	1.23%
BUYZ	Franklin Disruptive Commerce ETF	Added	47,031	+10,994	$2,461,421	+24.3%	1.23%
BNDW	Vanguard Total World Bond ETF	Added	29,475	+3,612	$2,436,108	+13.8%	1.22%
APH	Amphenol Corp /De/ Technology	Added	6,828	+1,064	$2,407,825	+65.3%	1.20%
FAAA	Fidelity AAA CLO ETF	Added	48,852	+4,353	$2,222,277	+9.5%	1.11%
BILZ	PIMCO Ultra Short Government Active ETF	Reduced	74,226	-10,208	$1,968,473	−11.0%	0.98%
META	Meta Platforms, Inc. Communication Services	Added	3,160	+322	$1,779,996	+9.6%	0.89%
SPY	Spdr S&P 500 ETF Trust	Added	2,340	+125	$1,747,441	+21.3%	0.87%
BLDG	Cambria Global Real Estate ETF	NEW	48,447	NEW	$1,745,060	NEW	0.87%
C	Citigroup Inc Financial Services	Added	12,057	+163	$1,687,497	+25.1%	0.84%
WMT	Walmart Inc. Consumer Defensive	Added	14,250	+516	$1,613,955	−5.4%	0.81%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	42,334	+3,257	$1,546,461	+17.2%	0.77%
BKF	iShares MSCI BIC ETF	NEW	21,016	NEW	$1,539,632	NEW	0.77%
AXP	American Express Co Financial Services	Added	4,500	+274	$1,522,125	+19.1%	0.76%
BAC	Bank Of America Corp /De/ Financial Services	Added	25,953	+1,715	$1,478,801	+25.2%	0.74%
JNJ	Johnson & Johnson Healthcare	Added	5,704	+268	$1,448,644	+9.0%	0.72%
		Held	8,000	0	$1,435,100	+16.7%	0.72%
BIV	Vanguard Intermediate-Term Bond ETF	Added	17,835	+2,195	$1,389,524	+13.3%	0.70%
ABBV	AbbVie Inc. Healthcare	Added	5,397	+1,544	$1,358,101	+62.1%	0.68%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	14,795	+949	$1,332,362	+23.2%	0.67%
RTX	RTX Corp Industrials	Added	6,924	+565	$1,313,690	+7.1%	0.66%
GEV	GE Vernova Inc. Industrials	Reduced	1,077	-12	$1,265,324	+33.1%	0.63%
XOM	ExxonMobil Holdings Corp Energy	Added	7,902	+1,253	$1,080,361	−4.2%	0.54%
AAAC	Columbia AAA CLO ETF	Added	24,574	+849	$1,063,562	+15.0%	0.53%
GD	General Dynamics Corp Industrials	Added	2,926	+776	$1,036,506	+40.5%	0.52%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	5,788	+5,573	$1,031,653	+14.0%	0.52%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	38,452	+294	$1,031,204	+0.6%	0.52%
CRH	Crh Public Ltd Co Basic Materials	Added	9,461	+751	$1,012,327	+10.6%	0.51%
IAU	Ishares Gold Trust	Added	13,224	+1,108	$998,544	−6.5%	0.50%
LRCX	Lam Research Corp Technology	NEW	2,244	NEW	$972,392	NEW	0.49%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.