Institutional Fund
Riverbend Wealth Management, LLC
Myrtle Beach, SCCIK 20555705 filings on record
Portfolio Value
$160.81M
Q1 2026
Holdings
149
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+1.3%
from $158.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr5.1%
- Wisdomtree Tr4.6%
- Apple Inc3.8%
- Invesco Qqq Tr3.2%
- Alps ETF Tr3.1%
- Nvidia Corporation2.6%
- Other77.6%
Portfolio Holdings
149 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 12.5K | $8.19M | 5.1% | +346 | Added |
| 2 | Wisdomtree Tr | 84.1K | $7.39M | 4.6% | +3.3K | Added |
| 3 | Apple Inc | 24.0K | $6.09M | 3.8% | +216 | Added |
| 4 | Invesco Qqq Tr | 8.9K | $5.15M | 3.2% | +283 | Added |
| 5 | Alps ETF Tr | 194.2K | $5.00M | 3.1% | +24.6K | Added |
| 6 | Nvidia Corporation | 24.0K | $4.19M | 2.6% | +786 | Added |
| 7 | Ishares Tr | 53.5K | $3.76M | 2.3% | +1.7K | Added |
| 8 | Microsoft Corp | 9.8K | $3.62M | 2.2% | +1.1K | Added |
| 9 | Broadcom Inc | 10.3K | $3.17M | 2.0% | +83 | Added |
| 10 | Alphabet Inc | 10.7K | $3.08M | 1.9% | −1.6K | Reduced |
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