Riverbend Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Myrtle Beach, SC
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
152
Total value ($000)
$174,556
Net value change ($000)
+13,485 (8.4%)
New positions
8
Sold out positions
7
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
APH 728 NEW
SMTH 580 13.1%
BA 504 NEW
MRK 429 23.6%
GEV 383 67.5%
NEM 382 NEW
EQT 374 45.0%
DELL 305 37.7%
XOM 297 35.7%
WMT 278 19.5%
Top Reduces (Value $000, Stocks/ETFs)
CRM -813 -100.0%
GOOGL -770 -20.0%
MSFT -598 -14.2%
C -482 -26.3%
ADBE -433 -100.0%
AAPL -376 -5.8%
LULU -348 -100.0%
AVGO -346 -9.8%
AXP -328 -20.4%
MA -249 -26.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 13,747 (7.9% 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