Riverbend Wealth Management

Myrtle Beach, SCfiles as Riverbend Wealth Management, LLC

$197m in 173 US stocks at the end of 30 June 2026. The top 10 are 29.9% of the money. It changed about 11.2% of the portfolio this quarter.

Value

$197m

Stocks

173

Top 10 share

29.9%

Turnover

11.2%

What changed this quarter

New

Bought for the first time this quarter.

Fidelity Covington TrustFENI
1.3% of the fund
Cambria Global ValueGVAL
0.9% of the fund
IsharesEMGF
0.8% of the fund
Lam ResearchLRCX
0.5% of the fund
Micron TechnologyMU
0.4% of the fund
Uscf ETF TRSDCI
0.3% of the fund
Ssga Active TRALLW
0.3% of the fund
Astera LabsALAB
0.3% of the fund
CumminsCMI
0.3% of the fund
Philip Morris InternationalPM
0.2% of the fund
Putnam ETF TrustFTMH
0.2% of the fund
Vanguard World FDVDC
0.2% of the fund
Vanguard Tax-Managed FDSVEA
0.2% of the fund
TeslaTSLA
0.1% of the fund
CelesticaCLS
0.1% of the fund
Applied MaterialsAMAT
0.1% of the fund
Arista NetworksANET
0.1% of the fund
Vanguard Whitehall FDSVYMI
0.1% of the fund
Ishares TRIYR
0.1% of the fund
Xcel EnergyXEL
0.1% of the fund
IntelINTC
0.1% of the fund
SnowflakeSNOW
0.1% of the fund
Honeywell InternationalHON
0.1% of the fund
Schwab Strategic TRSCHD
0.1% of the fund
Marvell TechnologyMRVL
0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIVV
5.1% of the fund
+7%
Wisdomtree TRDGRW
4.3% of the fund
+5%
AppleAAPL
3.7% of the fund
+3%
Invesco QQQ TRQQQ
3.6% of the fund
+7%
NvidiaNVDA
2.6% of the fund
+8%
Ishares TRDGRO
2.2% of the fund
+6%
MicrosoftMSFT
2.1% of the fund
+16%
AlphabetGOOGL
2.1% of the fund
+6%
BroadcomAVGO
2.0% of the fund
+2%
Amazon.comAMZN
1.9% of the fund
+9%
Vanguard Whitehall FDSVYM
1.7% of the fund
+6%
Invesco Exchange Traded FD TRSP
1.5% of the fund
+5%
Berkshire HathawayBRK-B
1.5% of the fund
+4%
MerckMRK
1.3% of the fund
+9%
JPMorgan ChaseJPM
1.3% of the fund
+5%
Vanguard Scottsdale FDSVCIT
1.2% of the fund
+14%
Eli LillyLLY
1.2% of the fund
+9%
Franklin Templeton ETF TRFLQM
1.1% of the fund
+8%
Fidelity Merrimack STR TRFBND
1.1% of the fund
+10%
Vanguard World FDVGT
1.1% of the fund
+10%
Dimensional ETF TrustDFAC
1.1% of the fund
+3%
Vanguard Index FDSVO
1.0% of the fund
+5%
Meta PlatformsMETA
0.9% of the fund
+11%
State STR Spdr S&P 500 ETF TSPY
0.9% of the fund
+6%
Fidelity Covington TrustFSMD
0.8% of the fund
+5%

Cut

Sold some of their stake.

Alps ETF TRSMTH
2.2% of the fund
-13%
Dell TechnologiesDELL
1.3% of the fund
-16%
Pimco ETF TRPYLD
1.0% of the fund
-12%
Dimensional World EquityDFAW
0.6% of the fund
-6%
EQTEQT
0.4% of the fund
-20%
Vanguard Specialized FundsVIG
0.4% of the fund
-3%
Ishares TRIVE
0.4% of the fund
-3%
Cisco SystemsCSCO
0.4% of the fund
-6%
MastercardMA
0.4% of the fund
-2%
PepsiCoPEP
0.4% of the fund
-7%
Constellation EnergyCEG
0.3% of the fund
-15%
Procter & GamblePG
0.3% of the fund
-29%
CaterpillarCAT
0.3% of the fund
-15%
Texas InstrumentsTXN
0.3% of the fund
-9%
Vanguard Index FDSVTI
0.3% of the fund
-4%
J P Morgan Exchange Traded FJEPI
0.3% of the fund
-80%
Vanguard Index FDSVOO
0.2% of the fund
-15%
Analog DevicesADI
0.2% of the fund
-8%
Ishares TRQUAL
0.2% of the fund
-7%
United RentalsURI
0.2% of the fund
-2%
Phillips 66PSX
0.2% of the fund
-51%
Ishares TRMUB
0.1% of the fund
-8%
TapestryTPR
0.1% of the fund
-6%

Sold out

Sold their entire stake.

Home DepotHD
-100%
Direxion Shares ETF TrustCOM
-100%
Bristol-Myers SquibbBMY
-100%
Honeywell InternationalHON
-100%
FedExFDX
-100%

Holdings

Ishares TRIVV
Share
5.1%
Value
$10m
Shares
13,369
+7%
Wisdomtree TRDGRW
Share
4.3%
Value
$8m
Shares
88,670
+5%
AppleAAPL
Share
3.7%
Value
$7m
Shares
24,820
+3%
Invesco QQQ TRQQQ
Share
3.6%
Value
$7m
Shares
9,561
+7%
NvidiaNVDA
Share
2.6%
Value
$5m
Shares
26,000
+8%
Alps ETF TRSMTH
Share
2.2%
Value
$4m
Shares
169,716
-13%
Ishares TRDGRO
Share
2.2%
Value
$4m
Shares
56,964
+6%
MicrosoftMSFT
Share
2.1%
Value
$4m
Shares
11,320
+16%
AlphabetGOOGL
Share
2.1%
Value
$4m
Shares
11,390
+6%
BroadcomAVGO
Share
2.0%
Value
$4m
Shares
10,504
+2%
Amazon.comAMZN
Share
1.9%
Value
$4m
Shares
15,761
+9%
Vanguard Whitehall FDSVYM
Share
1.7%
Value
$3m
Shares
20,544
+6%
Invesco Exchange Traded FD TRSP
Share
1.5%
Value
$3m
Shares
14,073
+5%
Berkshire HathawayBRK-B
Share
1.5%
Value
$3m
Shares
5,800
+4%
Ishares TRITOT
Share
1.4%
Value
$3m
Shares
16,388
Held
Fidelity Covington TrustFENI
Share
1.3%
Value
$3m
Shares
65,116
New
MerckMRK
Share
1.3%
Value
$3m
Shares
20,277
+9%
JPMorgan ChaseJPM
Share
1.3%
Value
$2m
Shares
7,606
+5%
Dell TechnologiesDELL
Share
1.3%
Value
$2m
Shares
5,713
-16%
Vanguard Scottsdale FDSVCIT
Share
1.2%
Value
$2m
Shares
29,475
+14%
Eli LillyLLY
Share
1.2%
Value
$2m
Shares
2,030
+9%
Franklin Templeton ETF TRFLQM
Share
1.1%
Value
$2m
Shares
39,054
+8%
Fidelity Merrimack STR TRFBND
Share
1.1%
Value
$2m
Shares
48,852
+10%
Vanguard World FDVGT
Share
1.1%
Value
$2m
Shares
18,485
+10%
Dimensional ETF TrustDFAC
Share
1.1%
Value
$2m
Shares
49,135
+3%
Pimco ETF TRPYLD
Share
1.0%
Value
$2m
Shares
74,226
-12%
Vanguard Index FDSVO
Share
1.0%
Value
$2m
Shares
24,272
+5%
Meta PlatformsMETA
Share
0.9%
Value
$2m
Shares
3,160
+11%
State STR Spdr S&P 500 ETF TSPY
Share
0.9%
Value
$2m
Shares
2,340
+6%
Cambria Global ValueGVAL
Share
0.9%
Value
$2m
Shares
48,447
New
CitigroupC
Share
0.9%
Value
$2m
Shares
12,057
Held
Fidelity Covington TrustFSMD
Share
0.8%
Value
$2m
Shares
31,302
+5%
WalmartWMT
Share
0.8%
Value
$2m
Shares
14,250
+4%
AlphabetGOOG
Share
0.8%
Value
$2m
Shares
4,448
+3%
Ishares TREFV
Share
0.8%
Value
$2m
Shares
20,349
+9%
First TR Exchng Traded FD VIBUFR
Share
0.8%
Value
$2m
Shares
42,334
+8%
IsharesEMGF
Share
0.8%
Value
$2m
Shares
21,016
New
American ExpressAXP
Share
0.8%
Value
$2m
Shares
4,500
+6%
Bank of AmericaBAC
Share
0.8%
Value
$1m
Shares
25,953
+7%
Johnson & JohnsonJNJ
Share
0.7%
Value
$1m
Shares
5,704
+5%
Vanguard BD Index FDSBSV
Share
0.7%
Value
$1m
Shares
17,835
+14%
AbbVieABBV
Share
0.7%
Value
$1m
Shares
5,397
+40%
RTXRTX
Share
0.7%
Value
$1m
Shares
6,924
+9%
GE VernovaGEV
Share
0.6%
Value
$1m
Shares
1,077
Held
AmphenolAPH
Share
0.6%
Value
$1m
Shares
6,828
+18%
Dimensional World EquityDFAW
Share
0.6%
Value
$1m
Shares
13,140
-6%
ExxonMobil HoldingsXOM
Share
0.5%
Value
$1m
Shares
7,902
+19%
Columbia ETF TR IRECS
Share
0.5%
Value
$1m
Shares
24,574
+4%
General DynamicsGD
Share
0.5%
Value
$1m
Shares
2,926
+36%
Booking HoldingsBKNG
Share
0.5%
Value
$1m
Shares
5,788
+8%
CRH PublicCRH
Share
0.5%
Value
$1m
Shares
9,461
+9%
Ishares TRSTIP
Share
0.5%
Value
$1m
Shares
9,854
+19%
Ishares Gold TRIAU
Share
0.5%
Value
$998,544
Shares
13,224
+9%
Ishares TRIYY
Share
0.5%
Value
$984,312
Shares
5,400
Held
Lam ResearchLRCX
Share
0.5%
Value
$972,393
Shares
2,244
New
ASML Holding NVASML
Share
0.5%
Value
$959,646
Shares
482
+97%
Blackrock ETF TrustDYNF
Share
0.5%
Value
$948,419
Shares
13,945
+2%
AmgenAMGN
Share
0.5%
Value
$945,265
Shares
2,610
+8%
Dimensional ETF TrustDFCF
Share
0.5%
Value
$944,279
Shares
22,371
Held
Advanced Micro DevicesAMD
Share
0.5%
Value
$925,951
Shares
1,594
+3%
NetflixNFLX
Share
0.5%
Value
$919,469
Shares
12,878
+11%
Uber TechnologiesUBER
Share
0.5%
Value
$892,278
Shares
12,365
+4%
Morgan StanleyMS
Share
0.4%
Value
$863,583
Shares
4,131
+3%
Micron TechnologyMU
Share
0.4%
Value
$828,780
Shares
718
New
EQTEQT
Share
0.4%
Value
$806,726
Shares
15,173
-20%
Taiwan Semiconductor ManufacturingTSM
Share
0.4%
Value
$795,617
Shares
1,666
+136%
Coca-ColaKO
Share
0.4%
Value
$795,496
Shares
9,788
+8%
Fifth Third BancorpFITB
Share
0.4%
Value
$789,236
Shares
14,001
Held
Truist FinancialTFC
Share
0.4%
Value
$780,028
Shares
15,657
Held
Ishares TRSUSA
Share
0.4%
Value
$771,500
Shares
5,000
Held
Vanguard Specialized FundsVIG
Share
0.4%
Value
$764,070
Shares
3,229
-3%
Ishares TRIVE
Share
0.4%
Value
$762,941
Shares
3,360
-3%
Ishares TRIFRA
Share
0.4%
Value
$759,790
Shares
12,053
+5%
Ishares TRSOXX
Share
0.4%
Value
$752,234
Shares
1,174
Held
Spdr Series TrustSPAB
Share
0.4%
Value
$742,333
Shares
29,088
Held
BoeingBA
Share
0.4%
Value
$736,936
Shares
3,404
+34%
Cisco SystemsCSCO
Share
0.4%
Value
$723,189
Shares
6,157
-6%
MastercardMA
Share
0.4%
Value
$705,659
Shares
1,374
-2%
PepsiCoPEP
Share
0.4%
Value
$705,091
Shares
5,207
-7%
BlackRockBLK
Share
0.3%
Value
$686,633
Shares
714
+6%
ChevronCVX
Share
0.3%
Value
$678,232
Shares
4,092
Held
Ishares TREMB
Share
0.3%
Value
$668,765
Shares
6,935
+19%
Ishares TRIWN
Share
0.3%
Value
$663,600
Shares
3,000
Held
Wells Fargo & CompanyWFC
Share
0.3%
Value
$651,769
Shares
7,887
+8%
Constellation EnergyCEG
Share
0.3%
Value
$641,013
Shares
2,581
-15%
State STR Spdr DOW Jones INDDIA
Share
0.3%
Value
$622,923
Shares
1,192
Held
Procter & GamblePG
Share
0.3%
Value
$616,815
Shares
4,206
-29%
CaterpillarCAT
Share
0.3%
Value
$613,235
Shares
576
-15%
Cheniere EnergyLNG
Share
0.3%
Value
$610,790
Shares
2,556
+4%
Pimco Equity SERMFDX
Share
0.3%
Value
$602,554
Shares
14,471
+3%
Ishares TRIJJ
Share
0.3%
Value
$590,920
Shares
4,000
Held
Uscf ETF TRSDCI
Share
0.3%
Value
$590,617
Shares
22,338
New
Altria GroupMO
Share
0.3%
Value
$579,301
Shares
8,051
+26%
Ssga Active TRALLW
Share
0.3%
Value
$566,170
Shares
19,343
New
Vanguard Intl Equity Index FVEU
Share
0.3%
Value
$565,034
Shares
6,747
Held
Proshares TRNOBL
Share
0.3%
Value
$564,024
Shares
10,043
Held
Texas InstrumentsTXN
Share
0.3%
Value
$561,525
Shares
1,884
-9%
Vanguard Index FDSVTI
Share
0.3%
Value
$558,876
Shares
1,510
-4%
Ishares TRIAGG
Share
0.3%
Value
$553,535
Shares
10,939
Held
J P Morgan Exchange Traded FJEPI
Share
0.3%
Value
$547,040
Shares
9,686
-80%

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	5.1%	$10m	13,369	+7%
Wisdomtree TRDGRW	4.3%	$8m	88,670	+5%
AppleAAPL	3.7%	$7m	24,820	+3%
Invesco QQQ TRQQQ	3.6%	$7m	9,561	+7%
NvidiaNVDA	2.6%	$5m	26,000	+8%
Alps ETF TRSMTH	2.2%	$4m	169,716	-13%
Ishares TRDGRO	2.2%	$4m	56,964	+6%
MicrosoftMSFT	2.1%	$4m	11,320	+16%
AlphabetGOOGL	2.1%	$4m	11,390	+6%
BroadcomAVGO	2.0%	$4m	10,504	+2%
Amazon.comAMZN	1.9%	$4m	15,761	+9%
Vanguard Whitehall FDSVYM	1.7%	$3m	20,544	+6%
Invesco Exchange Traded FD TRSP	1.5%	$3m	14,073	+5%
Berkshire HathawayBRK-B	1.5%	$3m	5,800	+4%
Ishares TRITOT	1.4%	$3m	16,388	Held
Fidelity Covington TrustFENI	1.3%	$3m	65,116	New
MerckMRK	1.3%	$3m	20,277	+9%
JPMorgan ChaseJPM	1.3%	$2m	7,606	+5%
Dell TechnologiesDELL	1.3%	$2m	5,713	-16%
Vanguard Scottsdale FDSVCIT	1.2%	$2m	29,475	+14%
Eli LillyLLY	1.2%	$2m	2,030	+9%
Franklin Templeton ETF TRFLQM	1.1%	$2m	39,054	+8%
Fidelity Merrimack STR TRFBND	1.1%	$2m	48,852	+10%
Vanguard World FDVGT	1.1%	$2m	18,485	+10%
Dimensional ETF TrustDFAC	1.1%	$2m	49,135	+3%
Pimco ETF TRPYLD	1.0%	$2m	74,226	-12%
Vanguard Index FDSVO	1.0%	$2m	24,272	+5%
Meta PlatformsMETA	0.9%	$2m	3,160	+11%
State STR Spdr S&P 500 ETF TSPY	0.9%	$2m	2,340	+6%
Cambria Global ValueGVAL	0.9%	$2m	48,447	New
CitigroupC	0.9%	$2m	12,057	Held
Fidelity Covington TrustFSMD	0.8%	$2m	31,302	+5%
WalmartWMT	0.8%	$2m	14,250	+4%
AlphabetGOOG	0.8%	$2m	4,448	+3%
Ishares TREFV	0.8%	$2m	20,349	+9%
First TR Exchng Traded FD VIBUFR	0.8%	$2m	42,334	+8%
IsharesEMGF	0.8%	$2m	21,016	New
American ExpressAXP	0.8%	$2m	4,500	+6%
Bank of AmericaBAC	0.8%	$1m	25,953	+7%
Johnson & JohnsonJNJ	0.7%	$1m	5,704	+5%
Vanguard BD Index FDSBSV	0.7%	$1m	17,835	+14%
AbbVieABBV	0.7%	$1m	5,397	+40%
RTXRTX	0.7%	$1m	6,924	+9%
GE VernovaGEV	0.6%	$1m	1,077	Held
AmphenolAPH	0.6%	$1m	6,828	+18%
Dimensional World EquityDFAW	0.6%	$1m	13,140	-6%
ExxonMobil HoldingsXOM	0.5%	$1m	7,902	+19%
Columbia ETF TR IRECS	0.5%	$1m	24,574	+4%
General DynamicsGD	0.5%	$1m	2,926	+36%
Booking HoldingsBKNG	0.5%	$1m	5,788	+8%
CRH PublicCRH	0.5%	$1m	9,461	+9%
Ishares TRSTIP	0.5%	$1m	9,854	+19%
Ishares Gold TRIAU	0.5%	$998,544	13,224	+9%
Ishares TRIYY	0.5%	$984,312	5,400	Held
Lam ResearchLRCX	0.5%	$972,393	2,244	New
ASML Holding NVASML	0.5%	$959,646	482	+97%
Blackrock ETF TrustDYNF	0.5%	$948,419	13,945	+2%
AmgenAMGN	0.5%	$945,265	2,610	+8%
Dimensional ETF TrustDFCF	0.5%	$944,279	22,371	Held
Advanced Micro DevicesAMD	0.5%	$925,951	1,594	+3%
NetflixNFLX	0.5%	$919,469	12,878	+11%
Uber TechnologiesUBER	0.5%	$892,278	12,365	+4%
Morgan StanleyMS	0.4%	$863,583	4,131	+3%
Micron TechnologyMU	0.4%	$828,780	718	New
EQTEQT	0.4%	$806,726	15,173	-20%
Taiwan Semiconductor ManufacturingTSM	0.4%	$795,617	1,666	+136%
Coca-ColaKO	0.4%	$795,496	9,788	+8%
Fifth Third BancorpFITB	0.4%	$789,236	14,001	Held
Truist FinancialTFC	0.4%	$780,028	15,657	Held
Ishares TRSUSA	0.4%	$771,500	5,000	Held
Vanguard Specialized FundsVIG	0.4%	$764,070	3,229	-3%
Ishares TRIVE	0.4%	$762,941	3,360	-3%
Ishares TRIFRA	0.4%	$759,790	12,053	+5%
Ishares TRSOXX	0.4%	$752,234	1,174	Held
Spdr Series TrustSPAB	0.4%	$742,333	29,088	Held
BoeingBA	0.4%	$736,936	3,404	+34%
Cisco SystemsCSCO	0.4%	$723,189	6,157	-6%
MastercardMA	0.4%	$705,659	1,374	-2%
PepsiCoPEP	0.4%	$705,091	5,207	-7%
BlackRockBLK	0.3%	$686,633	714	+6%
ChevronCVX	0.3%	$678,232	4,092	Held
Ishares TREMB	0.3%	$668,765	6,935	+19%
Ishares TRIWN	0.3%	$663,600	3,000	Held
Wells Fargo & CompanyWFC	0.3%	$651,769	7,887	+8%
Constellation EnergyCEG	0.3%	$641,013	2,581	-15%
State STR Spdr DOW Jones INDDIA	0.3%	$622,923	1,192	Held
Procter & GamblePG	0.3%	$616,815	4,206	-29%
CaterpillarCAT	0.3%	$613,235	576	-15%
Cheniere EnergyLNG	0.3%	$610,790	2,556	+4%
Pimco Equity SERMFDX	0.3%	$602,554	14,471	+3%
Ishares TRIJJ	0.3%	$590,920	4,000	Held
Uscf ETF TRSDCI	0.3%	$590,617	22,338	New
Altria GroupMO	0.3%	$579,301	8,051	+26%
Ssga Active TRALLW	0.3%	$566,170	19,343	New
Vanguard Intl Equity Index FVEU	0.3%	$565,034	6,747	Held
Proshares TRNOBL	0.3%	$564,024	10,043	Held
Texas InstrumentsTXN	0.3%	$561,525	1,884	-9%
Vanguard Index FDSVTI	0.3%	$558,876	1,510	-4%
Ishares TRIAGG	0.3%	$553,535	10,939	Held
J P Morgan Exchange Traded FJEPI	0.3%	$547,040	9,686	-80%

Showing the largest 100 of 173.

Options (3)

AppleAAPL
Type
Put
Value
$1m
Contracts
5,100
NvidiaNVDA
Type
Put
Value
$500,225
Contracts
2,500
Eli LillyLLY
Type
Put
Value
$479,772
Contracts
400

Company	Type	Value	Contracts
AppleAAPL	Put	$1m	5,100
NvidiaNVDA	Put	$500,225	2,500
Eli LillyLLY	Put	$479,772	400

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 48.9% since 30 June 2025.

Where the money is

Technology16.2%

Financial services8.4%

Health care5.1%

Industrials4.5%

Media & telecom4.2%

Retail & consumer2.9%

Everyday goods2.6%

Energy1.8%

Utilities1.1%

Materials0.9%

Real estate0.3%

Other51.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.