Riverbend Wealth Management, LLC
CIK
2055570
Location
Myrtle Beach, SC
Portfolio Value
Small
$105,799,000
Diversification
Diversified
Filing Date
Global Rank
#5,821
/ 8,517
▲ 230
Top Industry
Semiconductors
15.3%
3Y Alpha vs SPY
+32.1%
Period ended 46 days ago
Filed Jul 22, 2026 · 24d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+81.7%
SPY
+27.3%
Annualised alpha
+31.5%
Max drawdown
−18.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 97% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
96 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.2%
−10.9 pts
Top 5
28.1%
−8.8 pts
Top 10
43.3%
−6.8 pts
HHI
275
Diversified−252
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.7% | $35,664,201 |
| Financial Services | 15.7% | $16,594,048 |
| Healthcare | 10.0% | $10,571,498 |
| Unclassified | 9.8% | $10,409,393 |
| Industrials | 6.6% | $6,999,302 |
| Communication Services | 6.4% | $6,769,929 |
| Consumer Cyclical | 5.4% | $5,663,909 |
| Consumer Defensive | 4.8% | $5,093,183 |
| Energy | 3.3% | $3,476,370 |
| Utilities | 2.0% | $2,167,208 |
| Basic Materials | 1.6% | $1,712,750 |
| Real Estate | 0.6% | $677,209 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BKNG | Booking Holdings Inc. | +5,573 | 5,788 | $1,031,653 | |
| 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 | |
| EXC | Exelon Corp | +1,130 | 7,459 | $347,738 | |
| IAU | Ishares Gold Trust | +1,108 | 13,224 | $998,544 | |
| APH | Amphenol Corp /De/ | +1,064 | 6,828 | $1,203,912 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +960 | 1,666 | $795,631 | |
| BA | Boeing Co | +871 | 3,404 | $736,863 | |
| GD | General Dynamics Corp | +776 | 2,926 | $1,036,506 | |
| CRH | Crh Public Ltd Co | +751 | 9,461 | $1,012,327 | |
| KO | Coca Cola Co | +736 | 9,788 | $795,470 | |
| QQQ | Invesco Qqq Trust, Series 1 | +632 | 9,561 | $7,040,720 | |
| WFC | Wells Fargo & Company/Mn | +605 | 7,887 | $651,781 | |
| RTX | RTX Corp | +565 | 6,924 | $1,313,690 | |
| UBER | Uber Technologies, Inc | +530 | 12,365 | $892,258 | |
| WMT | Walmart Inc. | +516 | 14,250 | $1,613,955 | |
| ED | Consolidated Edison Inc | +491 | 3,281 | $362,977 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
19 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −45,086 | 29,920 | $8,657,651 | |
| EQT | EQT Corp | −3,755 | 15,173 | $806,748 | |
| GOOGL | Alphabet Inc. | −3,631 | 11,390 | $4,070,444 | |
| 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 | |
| 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
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LRCX | Lam Research Corp | 2,244 | $972,392 | |
| MU | Micron Technology Inc | 718 | $828,780 | |
| ALAB | Astera Labs, Inc. | 1,128 | $544,846 | |
| CMI | Cummins Inc | 711 | $507,092 | |
| PM | Philip Morris International Inc. | 2,377 | $430,023 | |
| 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 | |
| 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
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HD | Home Depot, Inc. | 2,509 | $825,185 | |
| VIG | Vanguard Dividend Appreciation ETF | 3,322 | $714,429 | |
| MFDX | PIMCO RAFI Multi-Factor International Equity ETF | 13,992 | $557,161 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 6,763 | $507,901 | |
| BMY | Bristol Myers Squibb Co | 8,278 | $502,060 | |
| AOA | iShares Core 80/20 Aggressive Allocation ETF | 2,477 | $219,189 | |
| FDX | Fedex Corp | 583 | $207,652 | |
| No positions match the current search. | ||||
96 tracked positions ·
$105,799,000 total
· 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 96 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
PUT
+ SHARES
Technology
|
Reduced | 29,920 | $8,657,651 | 8.18% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 9,561 | $7,040,720 | 6.65% | |
| NVDA |
Nvidia Corp
PUT
+ SHARES
Technology
|
Added | 28,500 | $5,702,565 | 5.39% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 11,320 | $4,222,586 | 3.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 11,390 | $4,070,444 | 3.85% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 10,504 | $3,967,886 | 3.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 15,761 | $3,756,476 | 3.55% | |
| LLY |
ELI LILLY & Co
PUT
+ SHARES
Healthcare
|
Added | 2,430 | $2,914,615 | 2.75% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,800 | $2,902,262 | 2.74% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 20,277 | $2,605,594 | 2.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 7,606 | $2,489,671 | 2.35% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 5,713 | $2,464,930 | 2.33% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,160 | $1,779,996 | 1.68% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,340 | $1,747,441 | 1.65% | |
| C |
Citigroup Inc
Financial Services
|
Added | 12,057 | $1,687,497 | 1.60% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 14,250 | $1,613,955 | 1.53% | |
| AXP |
American Express Co
Financial Services
|
Added | 4,500 | $1,522,125 | 1.44% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 25,953 | $1,478,801 | 1.40% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 5,704 | $1,448,644 | 1.37% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 5,397 | $1,358,101 | 1.28% | |
| RTX |
RTX Corp
Industrials
|
Added | 6,924 | $1,313,690 | 1.24% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 1,077 | $1,265,324 | 1.20% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 6,828 | $1,203,912 | 1.14% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 7,902 | $1,080,361 | 1.02% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 2,926 | $1,036,506 | 0.98% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 5,788 | $1,031,653 | 0.98% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Added | 9,461 | $1,012,327 | 0.96% | |
| IAU |
Ishares Gold Trust
|
Added | 13,224 | $998,544 | 0.94% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 2,244 | $972,392 | 0.92% | |
| ASML |
Asml Holding NV
Technology
|
Added | 482 | $958,910 | 0.91% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 2,610 | $945,133 | 0.89% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,594 | $925,970 | 0.88% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 12,878 | $919,489 | 0.87% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 12,365 | $892,258 | 0.84% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 4,131 | $863,544 | 0.82% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 718 | $828,780 | 0.78% | |
| EQT |
EQT Corp
Energy
|
Reduced | 15,173 | $806,748 | 0.76% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,666 | $795,631 | 0.75% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 9,788 | $795,470 | 0.75% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
Added | 14,001 | $789,236 | 0.75% | |
| TFC |
Truist Financial Corp
Financial Services
|
Added | 15,657 | $780,031 | 0.74% | |
| BA |
Boeing Co
Industrials
|
Added | 3,404 | $736,863 | 0.70% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 6,157 | $723,201 | 0.68% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,374 | $705,686 | 0.67% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 5,207 | $705,027 | 0.67% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 714 | $686,553 | 0.65% | |
| CVX |
Chevron Corp
Energy
|
Added | 4,092 | $678,289 | 0.64% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 7,887 | $651,781 | 0.62% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 2,581 | $641,042 | 0.61% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 1,192 | $622,688 | 0.59% |
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.