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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, PYLD, DFCF, DFIC, and represent 47.47% of Riverchase Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PYLD, HELO, DCOR, DFCF, JCPB, DUHP, UMAR, PMAR, SPY, PAPR.
Started 7 new stock positions in SPY, PAPR, HELO, IDEC, PMAR, UMAR, SOXX.
Reduced shares in these 10 stocks: USFR, DFAC, PSEP, USEP, ISEP, IBM, UFPT, WFC, UJUL, .
Sold out of its positions in USEP, PSEP, UJUL, ISEP, IBM, ORCL, UFPT.
Riverchase Wealth Management was a net buyer of stock by $9.0M.
Riverchase Wealth Management has $192M in assets under management (AUM), dropping by 4.24%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 1 (DCOR)	11.9	$23M	+8%	317k	72.08	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	9.6	$18M	+7%	392k	47.08	View chart
Pimco Etf Tr Multisector Bd (PYLD)	8.9	$17M	+18%	653k	26.20	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	8.7	$17M	+9%	395k	42.22	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.4	$16M		451k	35.53	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.1	$16M	-4%	400k	38.86	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	6.8	$13M	+9%	357k	36.76	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.3	$4.4M	-2%	127k	34.55	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.3	$4.3M	+5%	39k	111.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$4.3M		7.1k	597.51	View chart
Spdr Series Trust State Street Spd (SPYV)	1.4	$2.7M		48k	56.58	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.4	$2.7M		111k	24.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$2.6M		41k	64.08	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.3	$2.5M		105k	24.24	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.2	$2.4M		86k	27.85	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	1.2	$2.2M		56k	40.10	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$2.2M		11k	196.20	View chart
Wells Fargo & Company (WFC)	1.0	$1.9M	-9%	24k	79.61	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.9	$1.8M		25k	69.90	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.9	$1.8M	+4%	69k	25.33	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.9	$1.7M	NEW	27k	63.91	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$1.4M		57k	25.10	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$1.4M	+6%	17k	84.84	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$1.4M	+5%	26k	52.78	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.7	$1.3M	-3%	59k	22.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.2M		10k	124.31	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.6	$1.1M	-10%	23k	51.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.6	$1.1M		27k	41.83	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$1.1M	-7%	28k	38.96	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.6	$1.1M		31k	35.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.1M		2.2k	479.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$1.1M		5.6k	191.81	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.5	$1.1M		47k	22.43	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$974k		20k	48.93	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.4	$860k		27k	32.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$829k		12k	67.53	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.4	$823k		13k	64.73	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.4	$810k		33k	24.70	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$755k		3.2k	236.35	View chart
Ishares Tr High Yld Systm B (HYDB)	0.4	$701k	+9%	15k	46.52	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.4	$682k		24k	28.08	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$680k	-2%	8.4k	80.61	View chart
Microsoft Corporation (MSFT)	0.4	$676k	+2%	1.8k	370.24	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$652k		17k	38.26	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.3	$623k	NEW	16k	39.74	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$615k	+133%	6.1k	100.57	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.3	$583k		26k	22.28	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$581k	+4%	15k	39.44	View chart
Keurig Dr Pepper (KDP)	0.3	$572k		22k	26.33	View chart
Exxon Mobil Corporation (XOM)	0.3	$531k	+9%	3.1k	169.65	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.3	$530k		21k	25.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.3	$527k	NEW	12k	44.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$482k		8.5k	56.68	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$480k		6.8k	70.18	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$455k		5.6k	80.58	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$438k	-68%	8.7k	50.34	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$428k		13k	32.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$383k	NEW	588.00	650.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$380k	-16%	8.3k	45.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$374k		8.7k	43.11	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$374k	NEW	9.4k	39.80	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.2	$361k		3.2k	111.92	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$350k	+12%	913.00	383.24	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$342k	-4%	7.6k	45.12	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.2	$304k		4.7k	64.97	View chart
Doordash Cl A (DASH)	0.2	$300k		2.0k	150.15	View chart
Applied Materials (AMAT)	0.2	$292k		855.00	341.89	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$263k	NEW	8.1k	32.56	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$258k		7.6k	33.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$239k		414.00	577.41	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$215k		4.7k	46.23	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$213k	NEW	647.00	328.59	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$208k		9.4k	22.25	View chart

Past Filings by Riverchase Wealth Management

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

Riverchase Wealth Management 2026 Q1 filed April 20, 2026
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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