Riverbend Wealth Management, LLC
All 13F Filings
- Location
- Myrtle Beach, SC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 174,556
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 152 | 174,556 | 13F-HR | Riverbend Wealth Management, LLC |
| Q4 2025 | 1/29/2026 | 151 | 161,071 | 13F-HR | Riverbend Wealth Management, LLC |
| Q3 2025 | 10/21/2025 | 138 | 143,230 | 13F-HR | Riverbend Wealth Management, LLC |
| Q2 2025 | 7/29/2025 | 135 | 132,095 | 13F-HR | Riverbend Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
13.75 K
(7.9% of total reported value)
· QoQ Δ:
+11.46 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 87.27 K | 54.3% | 0 | 43.41 K | -43.41 K |
| ETFs | 72.32 K | 45.0% | 46.2 K | 0 | 46.2 K |
| Debt | 1.226 K | 0.8% | 29 | 0 | 29 |
| Other | 0 | 0.0% | 0 | 798 | -798 |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
174,556
Holdings
152
QoQ value change ($000)
13,485
(8.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.