13F Filings History of Riverbend Wealth Management, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$158,788,214
Signature - Title
Jeremy Morris Finger - CCO
Location
Myrtle Beach, SC
Summary
This page shows a list of all the recent 13F filings made by Riverbend Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Riverbend Wealth Management, LLC reported 148 stock holdings with total value $158,788,214 as of Q4 2025. Top holdings included IVV, DGRW, AAPL, QQQ, and SMTH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 148 $158,788,214 +$15,878,532 -$3,114,875 +$12,763,657 IVV, DGRW, AAPL, QQQ, SMTH 13F-HR 29 Jan 2026, 09:20
Q3 2025 138 $143,229,779 +$4,486,567 -$2,575,356 +$1,911,211 IVV, DGRW, AAPL, QQQ, NVDA 13F-HR 21 Oct 2025, 11:32
Q2 2025 135 $132,095,198 +$17,193,078 -$5,120,886 +$12,072,192 IVV, DGRW, QQQ, AAPL, MSFT 13F-HR 29 Jul 2025, 10:25
Q1 2025 119 $111,771,437 +$8,254,300 -$4,758,403 +$3,495,897 IVV, DGRW, AAPL, QQQ, BRKB 13F-HR 23 Apr 2025, 12:32
Q4 2024 114 $112,261,883 $0 $0 $0 IVV, DGRW, AAPL, QQQ, MSFT 13F-HR 07 Feb 2025, 14:08