Riverchase Wealth Management

Riverchase Wealth Management as of June 30, 2025

Portfolio Holdings for Riverchase Wealth Management

Riverchase Wealth Management holds 68 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 11.0 $17M 482k 35.84
Dimensional Etf Trust Us Core Equity 1 (DCOR) 10.0 $16M 236k 66.85
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 9.8 $16M 329k 47.06
Dimensional Etf Trust Core Fixed Incom (DFCF) 9.0 $14M 334k 42.26
Dimensional Etf Trust Intl Core Equity (DFIC) 8.8 $14M 446k 31.09
Pimco Etf Tr Multisector Bd (PYLD) 6.9 $11M 408k 26.54
Dimensional Etf Trust Us High Profitab (DUHP) 6.5 $10M 286k 35.56
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.6 $4.0M 7.1k 568.03
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.4 $3.7M 126k 29.68
American Centy Etf Tr Us Eqt Etf (AVUS) 1.6 $2.6M 26k 100.82
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 1.6 $2.5M 48k 52.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $2.3M 41k 57.01
Wisdomtree Tr Floatng Rat Trea (USFR) 1.4 $2.2M 44k 50.31
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 1.3 $2.1M 56k 38.01
Ishares Tr Ibonds Dec25 Etf (IBDQ) 1.3 $2.1M 84k 25.18
Schwab Strategic Tr Fundamental Us L (FNDX) 1.3 $2.1M 86k 24.54
Vanguard Index Fds Value Etf (VTV) 1.3 $2.1M 12k 176.74
Ishares Tr Ibonds Dec2026 (IBDR) 1.3 $2.0M 85k 24.25
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.9 $1.5M 25k 57.42
Ishares Tr Ibonds 27 Etf (IBDS) 0.9 $1.5M 60k 24.27
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.9 $1.4M 60k 23.36
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $1.4M 57k 23.83
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $1.2M 6.7k 182.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.2M 2.5k 485.77
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.1M 10k 109.29
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.7 $1.1M 47k 22.93
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.7 $1.1M 27k 39.76
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $1.0M 30k 34.57
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.6 $936k 13k 74.01
Microsoft Corporation (MSFT) 0.6 $888k 1.8k 497.51
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.5 $828k 28k 29.43
Dimensional Etf Trust Intl High Profit (DIHP) 0.5 $808k 27k 29.49
Ishares Msci Emerg Mrkt (EEMV) 0.5 $799k 13k 62.80
Schwab Strategic Tr Fundamental Intl (FNDF) 0.5 $789k 20k 40.02
Listed Fds Tr Swan Hedged Eqty (HEGD) 0.5 $785k 33k 23.50
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $762k 12k 62.02
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $731k 17k 42.83
Keurig Dr Pepper (KDP) 0.5 $719k 22k 33.06
Vanguard World Mega Cap Index (MGC) 0.5 $719k 3.2k 224.92
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.5 $718k 32k 22.49
Ishares Tr Ibonds Dec 25 (IBMN) 0.4 $676k 25k 26.76
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.4 $635k 24k 26.12
Ishares Tr High Yld Systm B (HYDB) 0.4 $598k 13k 47.48
Schwab Strategic Tr Fundamental Emer (FNDE) 0.4 $571k 17k 33.01
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $521k 7.6k 68.21
Doordash Cl A (DASH) 0.3 $493k 2.0k 246.51
Ishares Tr Ibonds Dec 26 (IBMO) 0.3 $493k 19k 25.62
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $476k 8.4k 56.85
Ishares Tr Core Div Grwth (DGRO) 0.3 $437k 6.8k 63.94
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $384k 13k 28.65
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $384k 5.6k 68.54
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.2 $364k 9.6k 37.79
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $351k 8.3k 42.36
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.2 $349k 6.8k 51.45
Agilysys (AGYS) 0.2 $322k 2.8k 114.64
Oracle Corporation (ORCL) 0.2 $318k 1.5k 218.63
First Tr Exchange-traded Indxx Nextg Etf (NXTG) 0.2 $314k 3.2k 97.29
Exxon Mobil Corporation (XOM) 0.2 $308k 2.9k 107.80
UFP Technologies (UFPT) 0.2 $281k 1.1k 244.16
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $280k 6.5k 43.22
Automatic Data Processing (ADP) 0.2 $263k 853.00 308.40
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY) 0.2 $259k 7.5k 34.76
International Business Machines (IBM) 0.1 $232k 786.00 294.78
Innovator Etfs Trust Intrnl Dev Aprl (IAPR) 0.1 $228k 7.8k 29.24
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $219k 786.00 279.05
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $217k 7.5k 28.95
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $204k 1.9k 107.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $204k 369.00 551.64