Riverbend Wealth Management, LLC

CIK

2055570

Location

Myrtle Beach, SC

Portfolio Value

Micro $1,609,396

Diversification

Diversified

Filing Date

Global Rank

#5,767 / 8,586 ▲ 395

Top Industry

Consumer Electronics 21.4%

3Y Alpha vs SPY

-2.6%

Period ended 3 months ago

Filed Apr 22, 2026 · 55d

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

+22.3%

SPY

+25.8%

Annualised alpha

-2.5%

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

3 positions · $1,609,396 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CRH	Crh Public Ltd Co Basic Materials	Added	8,710	+327	$915,595	−12.5%	56.89%
NEM	NEWMONT Corp /DE/ Basic Materials	NEW	3,527	NEW	$381,797	NEW	23.72%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	5,308	-744	$312,004	+1.5%	19.39%