Riverbend Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Myrtle Beach, SC
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
138
Total value ($000)
$143,230
Net value change ($000)
+11,135 (8.4%)
New positions
7
Sold out positions
4
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 1/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 1,214 25.8%
GOOGL 860 39.6%
NVDA 777 21.9%
AVGO 564 17.9%
DGRW 387 6.0%
IVV 374 4.8%
FBND 363 21.2%
VCIT 347 23.4%
QQQ 326 6.8%
GOOGL 286 38.8%
Top Reduces (Value $000, Stocks/ETFs)
UNH -550 -100.0%
IXUS -322 -100.0%
FICO -207 -100.0%
CMCSA -201 -100.0%
NFLX -187 -11.5%
BKNG -110 -9.4%
NVO -90 -15.4%
CRM -80 -10.7%
LULU -77 -23.0%
TXN -50 -12.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type