Riverbend Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Myrtle Beach, SC
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
171
Total value ($000)
$219,988
Net value change ($000)
+20,868 (10.5%)
New positions
9
Sold out positions
15
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NTRA 3,141 NEW
VEA 2,209 733.9%
IVV 1,837 18.3%
EXXONMOBIL HOLDINGS CORP 1,487 NEW
MSFT 1,465 34.7%
FBND 1,409 63.4%
AAPL 1,112 15.5%
QQQ 1,090 15.5%
DGRO 1,048 24.3%
VYM 1,033 31.8%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,080 -100.0%
SPAB -742 -100.0%
CEG -641 -100.0%
IGEB -544 -100.0%
EQT -495 -61.3%
GOOGL -446 -11.0%
LQD -371 -100.0%
DDWM -333 -100.0%
CRH -301 -29.7%
TSLA -291 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,964 (2.3% 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