Riverchase Wealth Management

Riverchase Wealth Management as of Dec. 31, 2025

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