RIVERCHASE WEALTH MANAGEMENT, LLC
CIK: 0002055985Latest portfolio: $184.1M · Q4 2025
Holdings
73
Total Value
$184.1M
New Positions
73
Closed Positions
0
Top Holdings
View All 73 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DCORDIMENSIONAL ETF TRUST | 293,569 | $21.6M | 11.74% | NEW | |
| 2 | JCPBJ P MORGAN EXCHANGE TRADED F | 364,224 | $17.2M | 9.37% | NEW | |
| 3 | DFACDIMENSIONAL ETF TRUST | 419,405 | $16.6M | 9.02% | NEW | |
| 4 | DFICDIMENSIONAL ETF TRUST | 453,246 | $15.6M | 8.48% | NEW | |
| 5 | DFCFDIMENSIONAL ETF TRUST | 359,205 | $15.3M | 8.30% | NEW | |
| 6 | PYLDPIMCO ETF TR | 551,660 | $14.7M | 7.99% | NEW | |
| 7 | DUHPDIMENSIONAL ETF TRUST | 325,446 | $12.4M | 6.72% | NEW | |
| 8 | VOOVANGUARD INDEX FDS | 7,154 | $4.5M | 2.44% | NEW | |
| 9 | DFEMDIMENSIONAL ETF TRUST | 129,386 | $4.3M | 2.32% | NEW | |
| 10 | AVUSAMERICAN CENTY ETF TR | 36,891 | $4.1M | 2.24% | NEW | |
| 11 | SPYVSPDR SERIES TRUST | 47,549 | $2.7M | 1.47% | NEW | |
| 12 | IBDSISHARES TR | 109,081 | $2.6M | 1.44% | NEW | |
| 13 | IBDRISHARES TR | 105,279 | $2.5M | 1.38% | NEW | |
| 14 | VEAVANGUARD TAX-MANAGED FDS | 40,613 | $2.5M | 1.38% | NEW | |
| 15 | WFCWELLS FARGO CO NEW | 26,861 | $2.5M | 1.36% | NEW | |
| 16 | FNDXSCHWAB STRATEGIC TR | 86,052 | $2.3M | 1.27% | NEW | |
| 17 | DDTOINNOVATOR ETFS TRUST | 55,663 | $2.3M | 1.23% | NEW | |
| 18 | VTVVANGUARD INDEX FDS | 11,180 | $2.1M | 1.16% | NEW | |
| 19 | IBDTISHARES TR | 66,421 | $1.7M | 0.92% | NEW | |
| 20 | PXFINVESCO EXCH TRADED FD TR II | 25,378 | $1.7M | 0.90% | NEW | |
| 21 | SCHBSCHWAB STRATEGIC TR | 57,249 | $1.5M | 0.82% | NEW | |
| 22 | IBTGISHARES TR | 60,883 | $1.4M | 0.76% | NEW | |
| 23 | USFRWISDOMTREE TR | 27,390 | $1.4M | 0.75% | NEW | |
| 24 | PAAAPGIM ETF TR | 25,131 | $1.3M | 0.70% | NEW | |
| 25 | AVDEAMERICAN CENTY ETF TR | 15,520 | $1.3M | 0.69% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.1615172451660414e+208T)
Unknown0.0% ($22661.1T)
Technology0.0% ($864.2T)
Energy0.0% ($344.2M)
Consumer Defensive0.0% ($608K)
Communication Services0.0% ($452K)
Healthcare0.0% ($217K)
Filing History
Fund Information
RIVERCHASE WEALTH MANAGEMENT, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $184.1M across 73 holdings. The largest position is DIMENSIONAL ETF TRUST (DCOR), representing 11.7% of the portfolio. Compared to the previous quarter, the fund opened 73 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.