Riverbend Wealth Management, LLC 13F Holdings
CIK 0002055570 · Myrtle Beach, SC
As of Sep 30, 2025, Riverbend Wealth Management, LLC reported 138 positions worth
CIK 0002055570 · Myrtle Beach, SC
As of Sep 30, 2025, Riverbend Wealth Management, LLC reported 138 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 12,241 | $8.2M | 5.72% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 77,025 | $6.9M | 4.78% |
| APPLE INC | AAPL | Technology | 23,228 | $5.9M | 4.13% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 8,491 | $5.1M | 3.56% |
| NVIDIA CORP | NVDA | Technology | 23,190 | $4.3M | 3.02% |
| MICROSOFT CORP | MSFT | Technology | 8,322 | $4.3M | 3.01% |
| ALPS SMITH CORE PLUS BOND ETF | SMTH | — | 158,389 | $4.1M | 2.89% |
| BROADCOM INC | AVGO | Technology | 11,268 | $3.7M | 2.60% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 50,843 | $3.5M | 2.42% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 6,137 | $3.1M | 2.15% |
| ALPHABET INC | GOOGL | Equity | 12,460 | $3.0M | 2.11% |
| AMAZON.COM INC | AMZN | Equity | 12,450 | $2.7M | 1.91% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 18,319 | $2.6M | 1.80% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 42,287 | $2.4M | 1.69% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 12,236 | $2.3M | 1.62% |
| FIDELITY TOTAL BOND ETF | FBND | — | 44,867 | $2.1M | 1.45% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 6,523 | $2.1M | 1.44% |
| META PLATFORMS INC | META | Communication Services | 2,672 | $2.0M | 1.37% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 69,172 | .9M | 1.30% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 21,749 | .8M | 1.28% |
| FRANKLIN LIBERTYQ US MID CAP EQUITY | FLQM | — | 31,690 | .8M | 1.25% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 11,418 | .7M | 1.16% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 5,365 | .6M | 1.10% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 2,061 | .5M | 1.07% |
| CITIGROUP INC | C | Financial Services | 15,121 | .5M | 1.07% |