Riverbend Wealth Management, LLC ETF holdings
Myrtle Beach, SC
Reported $102.1M in 80 ETFs in its Form 13F for June 30, 2026.
ETF value
$102.1M
ETFs held
80
Change from prior quarter
+21.0%
With price moves
ETFs as a share of its 13F
51.9%
of $196.7M
Top 10 of 80 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $10.0M | 13,369 | +836 shares |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | $8.5M | 88,670 | +4,558 shares |
| QQQ | Invesco QQQ Trust | $7.0M | 9,561 | +632 shares |
| SMTH | ALPS Smith Core Plus Bond ETF | $4.4M | 169,716 | −24,461 shares |
| DGRO | iShares Core Dividend Growth ETF | $4.3M | 56,964 | +3,446 shares |
| VYM | Vanguard High Dividend Yield ETF | $3.2M | 20,544 | +1,192 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $3.0M | 14,073 | +637 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $2.7M | 16,388 | +42 shares |
| FENI | Fidelity Enhanced International ETF | $2.6M | 65,116 | New position |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $2.4M | 29,475 | +3,612 shares |
70 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002055570. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Riverbend Wealth Management, LLC own?
Riverbend Wealth Management, LLC reported 80 ETF positions worth $102.1M in its Form 13F for June 30, 2026. The largest was IVV, at $10.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.