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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 45.97% of Riverchase Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ABBV, DCOR, PYLD, ABT, DFCF, JCPB, DUHP, PAAA, HELO, DFLV.
Started 8 new stock positions in UFPT, ZJUL, PSTP, ABT, IBDU, DFLV, IBM, ABBV.
Reduced shares in these 10 stocks: DFAC, , , JEPI, USFR, QUAL, PMAR, IBMO, UMAR, HYDB.
Sold out of its positions in XOM, SPY.
Riverchase Wealth Management was a net buyer of stock by $7.7M.
Riverchase Wealth Management has $215M in assets under management (AUM), dropping by 11.81%.
Central Index Key (CIK): 0002055985

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Portfolio Holdings for Riverchase Wealth Management

Riverchase Wealth Management holds 79 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	12.6	$27M	+3%	330k	81.98	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	8.8	$19M	+3%	404k	46.94	View chart
Pimco Etf Tr Multisector Bd (PYLD)	8.5	$18M	+5%	691k	26.52	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	8.0	$17M	+3%	408k	42.21	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.0	$17M		459k	37.26	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	7.9	$17M	-3%	384k	44.36	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	7.2	$15M	+3%	369k	41.73	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.4	$5.2M		127k	40.64	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.4	$5.2M	+3%	40k	128.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$4.9M		7.1k	686.77	View chart
Spdr Series Trust St Str P500val (SPYV)	1.3	$2.9M		48k	60.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$2.9M		40k	71.25	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.3	$2.7M		112k	24.22	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.2	$2.7M		86k	31.10	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.2	$2.6M	+3%	109k	24.23	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$2.4M		11k	217.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	1.1	$2.4M		56k	43.06	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	1.0	$2.2M	+22%	33k	67.58	View chart
Wells Fargo & Company (WFC)	0.9	$2.0M		24k	82.64	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.9	$2.0M	+12%	78k	25.25	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.9	$1.9M		25k	75.64	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$1.7M		57k	28.96	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.8	$1.6M	+41%	32k	51.27	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$1.5M		17k	89.20	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$1.5M	+3%	28k	54.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$1.5M		10k	148.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.7	$1.5M	+24%	34k	43.23	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.7	$1.4M	+4%	61k	22.89	View chart
Abbvie (ABBV)	0.6	$1.2M	NEW	4.9k	251.64	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.6	$1.2M		31k	38.79	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$1.2M		29k	41.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.1M		2.2k	500.39	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$1.1M	-10%	5.0k	219.43	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.5	$1.1M	+3%	49k	22.37	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$1.0M		20k	52.76	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.4	$957k		13k	75.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$947k		12k	77.11	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.4	$913k	+4%	34k	26.66	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.4	$911k		27k	34.12	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$874k		3.2k	273.63	View chart
Abbott Laboratories (ABT)	0.4	$790k	NEW	8.7k	90.74	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$769k		8.4k	91.21	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$758k	+91%	18k	42.20	View chart
Keurig Dr Pepper (KDP)	0.3	$712k		22k	32.73	View chart
Ishares Tr High Yld Systm B (HYDB)	0.3	$678k	-3%	15k	46.77	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.3	$676k		17k	39.68	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.3	$676k		24k	27.80	View chart
Microsoft Corporation (MSFT)	0.3	$666k	-2%	1.8k	373.10	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.3	$660k	+13%	30k	22.14	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$638k	+3%	6.3k	100.81	View chart
Applied Materials (AMAT)	0.3	$618k		855.00	723.22	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.3	$609k	-8%	14k	42.25	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$608k	+11%	6.3k	96.49	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$599k		913.00	655.62	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$592k		15k	40.13	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$518k		6.8k	75.79	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$496k		13k	38.06	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.2	$495k		3.2k	153.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$480k	-15%	10k	47.77	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.2	$467k	-11%	18k	25.64	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$411k		641.00	640.66	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$403k		8.3k	48.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$403k		8.7k	46.41	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$393k		7.6k	51.69	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.2	$386k	NEW	9.8k	39.54	View chart
Doordash Cl A (DASH)	0.2	$369k		2.0k	184.53	View chart
Innovator Etfs Trust Equi Defi 1 July (ZJUL)	0.2	$357k	NEW	12k	29.97	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$319k	+3%	7.9k	40.21	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.1	$316k		4.7k	67.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$305k		414.00	736.70	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$305k	NEW	13k	23.16	View chart
Innovator Etfs Trust Intl De Pwr Dece (IDEC)	0.1	$276k		8.0k	34.32	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$266k	-44%	4.7k	56.48	View chart
UFP Technologies (UFPT)	0.1	$260k	NEW	979.00	265.13	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$234k	-46%	4.7k	50.35	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$231k		4.7k	49.55	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.1	$229k	NEW	6.2k	36.78	View chart
International Business Machines (IBM)	0.1	$221k	NEW	786.00	281.21	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$208k		9.4k	22.20	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 Q2 filed July 20, 2026
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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