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Riverchase Wealth Management

Latest statistics and disclosures from Riverchase Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DCOR, JCPB, DFAC, DFIC, DFCF, and represent 46.91% of Riverchase Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PYLD, IBDT, DCOR, IBDS, JCPB, PAAA, AVUS, IBTI, DISV, DFCF.
Started 5 new stock positions in DISV, MINT, IBTI, PID, AMAT.
Reduced shares in these 10 stocks: IBDQ, IBTF, USFR, IBMN, , WFC, SPGP, DFAC, VTV, QUAL.
Sold out of its positions in AGYS, SPGP, IBDQ, IBMN, IBTF.
Riverchase Wealth Management was a net buyer of stock by $4.5M.
Riverchase Wealth Management has $184M in assets under management (AUM), dropping by 4.28%.
Central Index Key (CIK): 0002055985

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Portfolio Holdings for Riverchase Wealth Management

Riverchase Wealth Management holds 73 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 1 (DCOR)	11.7	$22M	+5%	294k	73.63	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	9.4	$17M	+4%	364k	47.35	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	9.0	$17M		419k	39.59	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.5	$16M		453k	34.46	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	8.3	$15M	+2%	359k	42.56	View chart
Pimco Etf Tr Multisector Bd (PYLD)	8.0	$15M	+11%	552k	26.68	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	6.7	$12M		325k	38.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.4	$4.5M		7.2k	627.16	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.3	$4.3M		129k	33.08	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.2	$4.1M	+16%	37k	111.78	View chart
Spdr Series Trust State Street Spd (SPYV)	1.5	$2.7M		48k	56.81	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.4	$2.6M	+44%	109k	24.28	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.4	$2.6M	+7%	105k	24.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$2.5M		41k	62.47	View chart
Wells Fargo & Company (WFC)	1.4	$2.5M	-9%	27k	93.20	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.3	$2.3M		86k	27.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	1.2	$2.3M		56k	40.72	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$2.1M	-4%	11k	190.99	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.9	$1.7M	+452%	66k	25.45	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.9	$1.7M		25k	65.55	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$1.5M		57k	26.23	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.8	$1.4M	+27%	61k	22.88	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.7	$1.4M	-33%	27k	50.32	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.7	$1.3M	+90%	25k	51.26	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$1.3M	+21%	16k	82.32	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$1.3M	+14%	25k	49.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$1.2M		10k	120.18	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$1.2M		31k	38.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.6	$1.1M		27k	41.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.1M		2.2k	502.65	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$1.1M	-7%	5.6k	198.62	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.6	$1.0M	+30%	47k	22.47	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.6	$1.0M	+10%	31k	32.89	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$900k		20k	45.21	View chart
Microsoft Corporation (MSFT)	0.5	$864k		1.8k	483.72	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$849k		27k	31.66	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.4	$827k		33k	25.21	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.4	$815k		13k	64.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$811k		12k	66.00	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$803k		3.2k	251.17	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.4	$667k		24k	27.43	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$653k	+12%	8.6k	75.77	View chart
Ishares Tr High Yld Systm B (HYDB)	0.4	$652k	+6%	14k	47.35	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$615k		17k	36.06	View chart
Keurig Dr Pepper (KDP)	0.3	$609k		22k	28.01	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.3	$585k	NEW	26k	22.36	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$534k	NEW	14k	38.00	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.3	$530k	+7%	21k	25.64	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$485k		8.5k	57.24	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$475k		6.8k	69.42	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.3	$472k		11k	43.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$459k		9.9k	46.43	View chart
Doordash Cl A (DASH)	0.2	$453k		2.0k	226.48	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$431k		5.6k	77.02	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$416k		13k	31.51	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.2	$407k		10k	39.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$381k		8.7k	43.92	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$373k		8.0k	46.80	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.2	$348k		3.2k	107.77	View chart
Exxon Mobil Corporation (XOM)	0.2	$344k		2.9k	120.34	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$292k		810.00	359.96	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$263k	NEW	2.6k	100.34	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$260k		8.0k	32.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$254k		414.00	614.47	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$248k		7.6k	32.57	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.1	$245k		4.7k	52.41	View chart
International Business Machines (IBM)	0.1	$233k		786.00	296.21	View chart
Applied Materials (AMAT)	0.1	$220k	NEW	855.00	257.07	View chart
UFP Technologies (UFPT)	0.1	$217k	-14%	979.00	222.03	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$212k	-23%	4.7k	45.45	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$206k	NEW	9.4k	22.00	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$204k		5.3k	38.75	View chart
Oracle Corporation (ORCL)	0.1	$201k		1.0k	194.91	View chart

Past Filings by Riverchase Wealth Management

SEC 13F filings are viewable for Riverchase Wealth Management going back to 2025

Riverchase Wealth Management 2025 Q4 filed Feb. 2, 2026
Riverchase Wealth Management 2025 Q3 filed Oct. 22, 2025
Riverchase Wealth Management 2025 Q2 filed July 24, 2025
Riverchase Wealth Management 2025 Q1 filed May 5, 2025

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