Riverchase Wealth Management

Riverchase Wealth Management as of June 30, 2026

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