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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, DFCF, DFIC, and represent 46.81% of Riverchase Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DCOR, WFC, PYLD, DUHP, JCPB, DFCF, AVUS, PSEP, PJUL, USEP.
Started 9 new stock positions in IBDT, PJUL, WFC, USEP, ISEP, SUN, UJUL, PSEP, POCT.
Reduced shares in these 10 stocks: DFAC, PMAY, ADP, UMAY, IAPR, BRK.B, USFR, ORCL, QUAL, IBTF.
Sold out of its positions in ADP, UMAY, PMAY, IAPR.
Riverchase Wealth Management was a net buyer of stock by $12M.
Riverchase Wealth Management has $177M in assets under management (AUM), dropping by 12.01%.
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 September 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)	11.3	$20M	+17%	277k	71.94	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	9.4	$17M	+5%	349k	47.55	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	9.2	$16M	-12%	423k	38.57	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	8.5	$15M	+5%	351k	42.76	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.4	$15M		451k	32.79	View chart
Pimco Etf Tr Multisector Bd (PYLD)	7.5	$13M	+21%	493k	26.84	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	6.9	$12M	+13%	324k	37.77	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$4.4M		7.2k	612.38	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.3	$4.1M	+2%	129k	32.07	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.9	$3.4M	+23%	32k	108.70	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	1.5	$2.6M		48k	55.33	View chart
Wells Fargo & Company (WFC)	1.4	$2.5M	NEW	30k	83.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$2.4M		41k	59.92	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.3	$2.4M	+15%	98k	24.30	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.3	$2.3M		86k	26.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	1.3	$2.2M		56k	39.69	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$2.2M		12k	186.49	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	1.2	$2.1M		83k	25.19	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.2	$2.1M	-6%	41k	50.27	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.0	$1.8M	+25%	75k	24.34	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.9	$1.6M		25k	61.17	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$1.5M		57k	25.71	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.8	$1.4M		59k	23.36	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$1.2M	-8%	6.1k	194.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$1.2M		10k	118.83	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.1M	-11%	2.2k	502.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.6	$1.1M		27k	41.15	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$1.1M		30k	36.35	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.6	$1.1M		48k	22.95	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$1.0M	+28%	22k	46.12	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$1.0M		13k	78.90	View chart
Microsoft Corporation (MSFT)	0.5	$925k		1.8k	518.06	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$896k		28k	31.84	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$855k		20k	42.96	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.5	$833k		33k	24.92	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$815k	-2%	27k	30.39	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.5	$812k		13k	63.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$801k		12k	65.26	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.5	$800k	+11%	36k	22.52	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$780k		3.2k	244.09	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.4	$681k	+95%	13k	51.50	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.4	$677k		25k	26.79	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.4	$647k		24k	26.62	View chart
Ishares Tr High Yld Systm B (HYDB)	0.4	$620k	+2%	13k	47.84	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$616k		17k	36.16	View chart
Keurig Dr Pepper (KDP)	0.3	$555k		22k	25.51	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$552k		7.6k	72.26	View chart
Doordash Cl A (DASH)	0.3	$544k		2.0k	271.99	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.3	$493k		19k	25.66	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$482k		8.4k	57.10	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$465k		6.8k	68.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.3	$463k	NEW	11k	42.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$451k	NEW	9.9k	45.60	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$421k		5.6k	75.11	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$412k		13k	31.16	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.2	$401k	NEW	10k	38.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$374k	NEW	8.7k	43.10	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$364k	-4%	7.9k	45.76	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.2	$334k		3.2k	103.59	View chart
Exxon Mobil Corporation (XOM)	0.2	$323k		2.9k	112.75	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$307k	NEW	12k	25.52	View chart
Agilysys (AGYS)	0.2	$296k		2.8k	105.25	View chart
Oracle Corporation (ORCL)	0.2	$289k	-29%	1.0k	281.24	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$268k	-6%	6.1k	44.19	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$262k		801.00	326.55	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$254k	NEW	8.0k	31.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$249k	+12%	414.00	600.37	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$240k		7.6k	31.53	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.1	$234k	NEW	4.7k	50.01	View chart
UFP Technologies (UFPT)	0.1	$229k		1.1k	199.60	View chart
International Business Machines (IBM)	0.1	$222k		786.00	282.16	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$208k	-3%	1.8k	113.62	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$201k	NEW	5.3k	38.11	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 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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