Riverbend Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Myrtle Beach, SC
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
151
Total value ($000)
$161,071
Net value change ($000)
+17,841 (12.5%)
New positions
17
Sold out positions
7
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 817 27.0%
ITOT 709 42.6%
DFAC 627 52.9%
LLY 617 47.3%
MS 586 220.3%
GEV 567 NEW
AAPL 553 9.3%
MRK 543 42.6%
EMB 536 NEW
RTX 486 78.1%
Top Reduces (Value $000, Stocks/ETFs)
NVO -493 -100.0%
BRK-B -343 -11.1%
NFLX -247 -17.1%
ELV -244 -100.0%
CNP -237 -100.0%
STLD -209 -100.0%
SMCI -206 -100.0%
AVGO -197 -5.3%
NU -176 -100.0%
META -155 -7.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,282 (1.4% of total reported value)
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type