Riverbend Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Myrtle Beach, SC
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
176
Total value ($000)
$199,120
Net value change ($000)
+24,564 (14.1%)
New positions
29
Sold out positions
5
Turnover %
9.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FENI 2,613 NEW
QQQ 1,887 36.6%
IVV 1,825 22.3%
GVAL 1,745 NEW
EMGF 1,540 NEW
DELL 1,350 121.1%
DGRW 1,091 14.8%
AAPL 1,090 17.9%
NVDA 1,013 24.2%
GOOGL 994 32.3%
Top Reduces (Value $000, Stocks/ETFs)
JEPI -2,243 -80.4%
HD -825 -100.0%
COM -818 -100.0%
SMTH -633 -12.7%
BMY -502 -100.0%
EQT -398 -33.0%
PSX -367 -55.0%
HON -353 -100.0%
PYLD -244 -11.0%
PG -233 -27.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,456 (1.2% 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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type