Riverbend Wealth Management, LLC

CIK

2055570

Location

Myrtle Beach, SC

Portfolio Value

Micro $97,087,891

Diversification

Diversified

Filing Date

Global Rank

#5,419 / 8,232 ▲ 512

Top Industry

Consumer Electronics 21.4%

3Y Alpha vs SPY

-1.5%

Period ended 2 months ago

Filed Apr 22, 2026 · 53d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+21.3%

SPY

+23.4%

Annualised alpha

-1.5%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

83 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.6%

+10.5 pts

Top 5

36.7%

+6.3 pts

Top 10

50.2%

+3.6 pts

HHI

544

Diversified+234

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.4%	$35,328,645	13
Financial Services	14.5%	$14,104,039	16
Healthcare	9.2%	$8,949,340	9
Unclassified	8.5%	$8,213,948	4
Communication Services	6.0%	$5,819,592	3
Industrials	5.9%	$5,694,014	11
Consumer Cyclical	5.5%	$5,356,225	6
Consumer Defensive	5.0%	$4,874,969	6
Energy	4.7%	$4,529,779	5
Utilities	2.1%	$2,056,349	5
Basic Materials	1.7%	$1,609,396	3
Real Estate	0.6%	$551,595	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+46,116	75,006	$19,035,772
EQT	EQT Corp	+3,433	18,928	$1,204,577
WFC	Wells Fargo & Company/Mn	+3,396	7,282	$579,720
MRK	Merck & Co., Inc.	+1,413	18,681	$2,247,137
UBSI	United Bankshares Inc/Wv	+1,073	9,275	$384,170
MSFT	Microsoft Corp	+1,055	9,767	$3,615,450
WMT	Walmart Inc.	+909	13,734	$1,706,861
NVDA	Nvidia Corp	+786	26,520	$4,625,088
AMZN	Amazon Com Inc	+720	14,433	$3,005,960
EXC	Exelon Corp	+532	6,329	$310,247
PG	PROCTER & GAMBLE Co	+501	5,887	$850,318
KO	Coca Cola Co	+460	9,052	$688,404
JPM	Jpmorgan Chase & Co	+409	7,228	$2,126,188
DELL	Dell Technologies Inc.	+353	6,791	$1,114,606
PEP	Pepsico Inc	+329	5,587	$867,605
CRH	Crh Public Ltd Co	+327	8,710	$915,595
RTX	RTX Corp	+317	6,359	$1,226,651
CEG	Constellation Energy Corp	+312	3,031	$846,406
QQQ	Invesco Qqq Trust, Series 1	+283	8,929	$5,153,640
ABBV	AbbVie Inc.	+276	3,853	$837,988
HD	Home Depot, Inc.	+249	2,509	$825,185
HON	Honeywell International Inc	+242	1,562	$353,058
ED	Consolidated Edison Inc	+229	2,790	$315,772
GEV	GE Vernova Inc.	+222	1,089	$950,588
MDT	Medtronic plc	+218	3,887	$336,808
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
C	Citigroup Inc	−3,797	11,894	$1,348,898
GOOGL	Alphabet Inc.	−1,592	10,697	$3,076,029
NFLX	Netflix Inc	−1,134	11,647	$1,119,859
BAC	Bank Of America Corp /De/	−1,132	24,238	$1,181,602
MS	Morgan Stanley	−778	4,019	$661,406
FCX	Freeport-Mcmoran Inc	−744	5,308	$312,004
UBER	Uber Technologies, Inc	−525	11,835	$851,291
MA	Mastercard Inc	−260	1,407	$703,021
XOM	Exxon Mobil Corp	−255	6,649	$1,128,069
AXP	American Express Co	−114	4,226	$1,278,280
CSCO	Cisco Systems, Inc.	−97	6,530	$506,662
LHX	L3harris Technologies, Inc. /De/	−89	997	$344,114
BMY	Bristol Myers Squibb Co	−86	8,278	$502,060
TFC	Truist Financial Corp	−81	15,489	$712,029
CVX	Chevron Corp	−80	4,025	$832,772
CAT	Caterpillar Inc	−69	681	$482,461
MO	Altria Group, Inc.	−69	6,410	$422,995
PSX	Phillips 66	−38	3,659	$666,596
LMT	Lockheed Martin Corp	−26	766	$462,962
ASML	Asml Holding NV	−1	245	$323,603
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	5,764	$728,281
BA	Boeing Co	2,533	$504,142
NEM	NEWMONT Corp /DE/	3,527	$381,797
ITW	Illinois Tool Works Inc	861	$224,109
TPR	Tapestry, Inc.	1,561	$220,272
FDX	Fedex Corp	583	$207,652
URI	United Rentals, Inc.	275	$200,354
COMP	Compass, Inc.	17,401	$127,201
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	3,067	$812,478
ADBE	Adobe Inc.	1,236	$432,587
LULU	lululemon athletica inc.	1,672	$347,458
TMUS	T-Mobile US, Inc.	1,136	$230,653
ANET	Arista Networks, Inc.	1,588	$208,075
MELI	Mercadolibre Inc	100	$201,426
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 positions · $97,087,891 total · as of Mar 31, 2026

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

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	75,006	+46,116	$19,035,772	+142.4%	19.61%
QQQ	Invesco Qqq Trust, Series 1	Added	8,929	+283	$5,153,640	−3.0%	5.31%
NVDA	Nvidia Corp Technology	Added	26,520	+786	$4,625,088	−3.6%	4.76%
MSFT	Microsoft Corp Technology	Added	9,767	+1,055	$3,615,450	−14.2%	3.72%
AVGO	Broadcom Inc. Technology	Added	10,257	+83	$3,174,644	−9.8%	3.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,697	-1,592	$3,076,029	−20.0%	3.17%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,433	+720	$3,005,960	−5.0%	3.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,567	+110	$2,667,706	−2.7%	2.75%
MRK	Merck & Co., Inc. Healthcare	Added	18,681	+1,413	$2,247,137	+23.6%	2.31%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,228	+409	$2,126,188	−3.2%	2.19%
LLY	ELI LILLY & Co Healthcare	Added	2,259	+71	$2,077,760	−11.6%	2.14%
WMT	Walmart Inc. Consumer Defensive	Added	13,734	+909	$1,706,861	+19.5%	1.76%
META	Meta Platforms, Inc. Communication Services	Added	2,838	+101	$1,623,704	−10.1%	1.67%
SPY	Spdr S&P 500 ETF Trust	Added	2,215	+8	$1,440,503	−4.3%	1.48%
C	Citigroup Inc Financial Services	Reduced	11,894	-3,797	$1,348,898	−26.3%	1.39%
JNJ	Johnson & Johnson Healthcare	Added	5,436	+182	$1,328,775	+22.2%	1.37%
AXP	American Express Co Financial Services	Reduced	4,226	-114	$1,278,280	−20.4%	1.32%
RTX	RTX Corp Industrials	Added	6,359	+317	$1,226,651	+10.7%	1.26%
EQT	EQT Corp Energy	Added	18,928	+3,433	$1,204,577	+45.0%	1.24%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	24,238	-1,132	$1,181,602	−15.3%	1.22%
XOM	Exxon Mobil Corp Energy	Reduced	6,649	-255	$1,128,069	+35.8%	1.16%
NFLX	Netflix Inc Communication Services	Reduced	11,647	-1,134	$1,119,859	−6.5%	1.15%
DELL	Dell Technologies Inc. Technology	Added	6,791	+353	$1,114,606	+37.5%	1.15%
IAU	Ishares Gold Trust	Added	12,116	+50	$1,068,146	+9.1%	1.10%
GEV	GE Vernova Inc. Industrials	Added	1,089	+222	$950,588	+67.8%	0.98%
CRH	Crh Public Ltd Co Basic Materials	Added	8,710	+327	$915,595	−12.5%	0.94%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	215	+8	$905,218	−18.3%	0.93%
PEP	Pepsico Inc Consumer Defensive	Added	5,587	+329	$867,605	+15.0%	0.89%
AMGN	Amgen Inc Healthcare	Added	2,426	+106	$853,588	+12.4%	0.88%
UBER	Uber Technologies, Inc Technology	Reduced	11,835	-525	$851,291	−15.7%	0.88%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,887	+501	$850,318	+10.2%	0.88%
CEG	Constellation Energy Corp Utilities	Added	3,031	+312	$846,406	−11.9%	0.87%
ABBV	AbbVie Inc. Healthcare	Added	3,853	+276	$837,988	+2.5%	0.86%
CVX	Chevron Corp Energy	Reduced	4,025	-80	$832,772	+33.1%	0.86%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,509	+249	$825,185	+6.1%	0.85%
GD	General Dynamics Corp Industrials	Added	2,150	+87	$737,923	+6.2%	0.76%
APH	Amphenol Corp /De/ Technology	NEW	5,764	NEW	$728,281	NEW	0.75%
TFC	Truist Financial Corp Financial Services	Reduced	15,489	-81	$712,029	−7.1%	0.73%
MA	Mastercard Inc Financial Services	Reduced	1,407	-260	$703,021	−26.1%	0.72%
LNG	Cheniere Energy, Inc. Energy	Added	2,459	+88	$697,765	+51.4%	0.72%
KO	Coca Cola Co Consumer Defensive	Added	9,052	+460	$688,404	+14.6%	0.71%
PSX	Phillips 66 Energy	Reduced	3,659	-38	$666,596	+39.7%	0.69%
MS	Morgan Stanley Financial Services	Reduced	4,019	-778	$661,406	−22.3%	0.68%
FITB	Fifth Third Bancorp Financial Services	Added	13,984	+27	$649,696	−0.6%	0.67%
BLK	BlackRock, Inc. Financial Services	Added	671	+33	$645,307	−5.5%	0.66%
WFC	Wells Fargo & Company/Mn Financial Services	Added	7,282	+3,396	$579,720	+60.1%	0.60%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	1,191	+3	$551,659	−3.4%	0.57%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,530	-97	$506,662	−0.7%	0.52%
BA	Boeing Co Industrials	NEW	2,533	NEW	$504,142	NEW	0.52%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	8,278	-86	$502,060	+11.3%	0.52%