Riverbend Wealth Management, LLC

RIA/Wealth

Riverbend Wealth Management, LLC is a RIA/Wealth based in Myrtle Beach, SC led by Thomas Robert Hession, reporting $605.4M in AUM as of Q3 2025 with 50% ETF concentration.

Managing PartnerThomas Robert Hession

Portfolio Value: $143.2M
Positions: 138
Top Holding: IVV at 5.72%
Last Reported: Q3 2025

Address1341 44th Avenue North, Suite 102, Myrtle Beach, SC, 29577, United States

Top Holdings

Largest long holdings in Riverbend Wealth Management, LLC's portfolio (34.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$8.2M	5.72%	-$236.3K Sold	— 12.2K shares	Q4 2024 Held for 11 months
2 WisdomTree U.S. Quality Dividend Growth Fund DGRW	ETF ETF	$6.9M	4.78%	-$15.6K Sold	— 77.0K shares	Q4 2024 Held for 11 months
3 Apple AAPL	Consumer Electronics Technology	$5.9M	4.13%	+$81.0K Bought	0.00% 23.2K shares	Q4 2024 Held for 11 months
4 Invesco QQQ Trust QQQ	ETF ETF	$5.1M	3.56%	-$95.5K Sold	— 8.5K shares	Q4 2024 Held for 11 months
5 Nvidia NVDA	Semiconductors Technology	$4.3M	3.02%	+$134.7K Bought	0.00% 23.2K shares	Q4 2024 Held for 11 months
6 Microsoft MSFT	Software - Infrastructure Technology	$4.3M	3.01%	+$109.3K Bought	0.00% 8.3K shares	Q4 2024 Held for 11 months
7 SMTH ALPS Smith Core Plus Bond SMTH	ETF ETF	$4.1M	2.89%	+$108.1K Bought	— 158.4K shares	Q4 2024 Held for 11 months
8 Broadcom Inc. AVGO	Semiconductors Technology	$3.7M	2.60%	-$57.4K Sold	0.00% 11.3K shares	Q4 2024 Held for 11 months
9 iShares Core Dividend Growth DGRO	ETF ETF	$3.5M	2.42%	-$50.3K Sold	— 50.8K shares	Q4 2024 Held for 11 months
10 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$3.1M	2.15%	+$34.2K Bought	0.00% 6.1K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Riverbend Wealth Management, LLC's latest filing

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Market Value

$143.2M

Prior: $132.1M

Q/Q Change

+8.43%

+$11.1M

Net Flows % of MV

+1.18%

Turnover Ratio

2.47%

New Purchases

6 stocks

$1.2M

Added To

79 stocks

+$3.1M

Sold Out Of

4 stocks

$1.3M

Reduced Holdings

39 stocks

-$1.3M

Increased Positions

Position	Shares Δ	Change
1 Arista Networks ANET	New	0 → 1.6K +$231.7K
2 Amplify CWP Enhanced Dividend Income DIVO	New	0 → 5.1K +$228.0K
3 Steel Dynamics STLD	New	0 → 1.5K +$209.1K
4 Super Micro Computer, Inc. SMCI	New	0 → 4.3K +$205.6K
5 Nu Holdings NU	New	0 → 11.0K +$176.1K

Decreased Positions

Position	Shares Δ	Change
1 UnitedHealth Group UNH	Sold	1.8K → 0 −$549.5K
2 iShares Core MSCI Total International Stock IXUS	Sold	4.2K → 0 −$321.6K
3 Fair Isaac FICO	Sold	113.0 → 0 −$206.6K
4 Comcast CMCSA	Sold	5.6K → 0 −$200.6K
5 Anywhere Real Estate HOUS	-58.4%	27.3K → 11.4K −$168.8K