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Riverbend Wealth Management, LLC
RIVERBEND WEALTH MANAGEMENT, LLC is a Myrtle Beach, South Carolina-based SEC-registered investment adviser founded in 2020. The firm is independent, fee-only, and fiduciary, offering holistic financial planning and wealth management services. They focus on guiding retirees, widows, and business owners through life’s major transitions. The team consists of 6 employees, including experienced, credentialed professionals. The firm primarily serves clients across South Carolina, North Carolina, and Georgia.
Investment Strategy
Riverbend Wealth Management employs a client-centered, personalized approach, tailoring investment portfolios to each client's financial goals, values, and risk tolerance. They use the 'Riverbend Bridge Method™' to provide ongoing, adaptive financial planning. Investment management is fee-only and fiduciary, emphasizing long-term planning and minimizing conflicts of interest. The firm serves individuals experiencing significant life changes—such as retirement, widowhood, or business exits—using a mix of evidence-based strategies, diversified asset allocation, and careful risk management.
Latest 13F Filing Activity
Riverbend Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 138 equity positions with a total 13F market value of $143M. The fund increased holdings in Apple Inc., Alphabet Inc., Nvidia Corporation among other positions. Riverbend Wealth Management, LLC reduced exposure to Unitedhealth Group Inc., Ishares TR, Fair Isaac Corp. among others.
Top Holdings
Equity Positions (138)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 5.72% | $8.2M | 12,241 | $589.05 | $669.30 | +$373.3K |
D DGRW | WISDOMTREE TR | 4.78% | $6.9M | 77,025 | $81.01 | $88.96 | +$387.5K |
A AAPL | APPLE INC | 4.13% | $5.9M | 23,228 | $248.18 | $254.63 | +$1.2M |
Q QQQ | INVESCO QQQ TR | 3.56% | $5.1M | 8,491 | $513.36 | $600.37 | +$325.9K |
N NVDA | NVIDIA CORPORATION | 3.02% | $4.3M | 23,190 | $139.10 | $186.58 | +$777.0K |
Industry Allocation
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