Riverchase Wealth Management

Riverchase Wealth Management as of March 31, 2026

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