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Riverbend Wealth Management - Q1 2026 13F Filings

RI

Riverbend Wealth Management, LLC

CIK: 0002055570
Address: South Carolina Myrtle Beach 1341 44Th Avenue North Suite 102
$174.56 M
Portfolio Value
152
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/22/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. APH Amphenol Corporation
+$728,281
2. SMTH Alps/Smith Core Plus Bond Etf
+$633,159.32
3. BA The Boeing Company
+$504,209
4. MSFT Microsoft Corporation
+$390,529.85
5. NEM Newmont Corporation
+$381,756

Top Sells

Q1 2026
1. CRM Salesforce
−$812,533
2. GOOGL Alphabet
−$457,779.4
3. ADBE Adobe
−$432,742
4. C Citigroup
−$430,610.26
5. LULU Lululemon Athletica
−$347,558

Asset Allocation

Stocks/ETFs
+1.27%
$160.81 M 92.12%
Options
+502.25%
$13.75 M 7.88%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Riverbend Wealth Management Q1 2026 Filing Summary

Riverbend Wealth Management, LLC filed its 13F report for Q1 2026 on April 22, 2026. The portfolio totaled 174.56 M reflecting a +8.37% change from the prior quarter, spanning 152 assets. Allocations were 92.1% Equities, 7.9% Options, and 0.0% Debt. The top 10 holdings comprised 30.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 7 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Riverbend Wealth Management’s Q1 2026 Filing

Riverbend Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/22/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Riverbend Wealth Management reported a managed portfolio value of 174.56 M, consisting of 152 individual positions.

This page displays the raw filing documents. To see which stocks Riverbend Wealth Management bought or sold during Q1 2026, please visit Riverbend Wealth Management's Portfolio Analysis page.