Riverbend Wealth Management, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 15, 2026, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm manages a portfolio of 171 individual equity positions.
The largest holding disclosed in the filing is Apple Inc., for which Riverbend holds 24,906 shares. Other significant positions include Microsoft Corporation (11,088 shares), NVIDIA Corporation (25,936 shares), Alphabet Inc. Class A (10,532 shares), and Amazon.com Inc. (15,728 shares). The firm also holds substantial stakes in Berkshire Hathaway Inc. Class B (5,402 shares), Eli Lilly & Co. (2,043 shares), and Visa Inc. Class A (1,010 shares).
In addition to individual stocks, the filing lists numerous exchange-traded funds (ETFs). The firm's top ETF holdings include the iShares Core S&P 500 ETF (15,472 shares), the Vanguard Total Stock Market ETF (1,723 shares), and the WisdomTree U.S. Quality Dividend Growth ETF (96,235 shares). Other notable ETFs in the portfolio include the iShares Core S&P 500 ETF (15,472 shares) and the Vanguard Small-Cap ETF (28,757 shares).
The report lists Jeremy Morris Finger as the Chief Compliance Officer responsible for the filing. The firm's address is listed as 1341 44th Avenue North Suite 102, Myrtle Beach, SC 29577.
