RIVERCHASE WEALTH MANAGEMENT, LLC
13F Reported Value
ⓘ$191.9M
Holdings
73
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
RIVERCHASE WEALTH MANAGEMENT, LLC disclosed 73 positions worth $191.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 1 new position and exited 3 — including a new stake in $SPY and a full exit from $IBM. The portfolio is most concentrated in Other (95.8% of disclosed assets). All figures are sourced directly from RIVERCHASE WEALTH MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 2055985.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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DIMENSIONAL ETF TRUST
—Quality
$22.9M317,331 shJ P MORGAN EXCHANGE TRADED F
—Quality
$18.4M391,521 shPIMCO ETF TR
—Quality
$17.1M653,106 shDIMENSIONAL ETF TRUST
—Quality
$16.7M394,689 shDIMENSIONAL ETF TRUST
—Quality
$16.0M451,223 shDIMENSIONAL ETF TRUST
—Quality
$15.5M400,075 shDIMENSIONAL ETF TRUST
—Quality
$13.1M357,127 shDIMENSIONAL ETF TRUST
—Quality
$4.4M126,761 shAMERICAN CENTY ETF TR
—Quality
$4.3M38,926 shVANGUARD INDEX FDS
—Quality
$4.3M7,120 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $22.9M | 317,331 |
| J P MORGAN EXCHANGE TRADED F | — | $18.4M | 391,521 |
| PIMCO ETF TR | — | $17.1M | 653,106 |
| DIMENSIONAL ETF TRUST | — | $16.7M | 394,689 |
| DIMENSIONAL ETF TRUST | — | $16.0M | 451,223 |
| DIMENSIONAL ETF TRUST | — | $15.5M | 400,075 |
| DIMENSIONAL ETF TRUST | — | $13.1M | 357,127 |
| DIMENSIONAL ETF TRUST | — | $4.4M | 126,761 |
| AMERICAN CENTY ETF TR | — | $4.3M | 38,926 |
| VANGUARD INDEX FDS | — | $4.3M | 7,120 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of RIVERCHASE WEALTH MANAGEMENT, LLC's 73 positions.
Showing top 10 of 73 holdings.
Sector Allocation
Other
$183.8M
Financials
$5.4M
Technology
$968,386
Energy
$835,345
Consumer Staples
$572,414
Industrials
$300,300
Full Holdings — RIVERCHASE WEALTH MANAGEMENT, LLC (Q1 2026)
All 73 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST | $22.9M | 11.9% | +8% | — |
| 2 | — | J P MORGAN EXCHANGE TRADED F | $18.4M | 9.6% | +7% | — |
| 3 | — | PIMCO ETF TR | $17.1M | 8.9% | +18% | — |
| 4 | — | DIMENSIONAL ETF TRUST | $16.7M | 8.7% | +10% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $16.0M | 8.3% | -0% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $15.5M | 8.1% | -5% | — |
| 7 | — | DIMENSIONAL ETF TRUST | $13.1M | 6.8% | +10% | — |
| 8 | — | DIMENSIONAL ETF TRUST | $4.4M | 2.3% | -2% | — |
| 9 | — | AMERICAN CENTY ETF TR | $4.3M | 2.3% | +6% | — |
| 10 | — | VANGUARD INDEX FDS | $4.3M | 2.2% | -0% | — |
| 11 | — | SPDR SERIES TRUST | $2.7M | 1.4% | +0% | — |
| 12 | — | ISHARES TR | $2.7M | 1.4% | +1% | — |
| 13 | — | VANGUARD TAX-MANAGED FDS | $2.6M | 1.4% | +0% | — |
| 14 | — | ISHARES TR | $2.5M | 1.3% | -0% | — |
| 15 | — | SCHWAB STRATEGIC TR | $2.4M | 1.3% | +0% | — |
| 16 | — | INNOVATOR ETFS TRUST | $2.2M | 1.2% | +0% | — |
| 17 | — | VANGUARD INDEX FDS | $2.2M | 1.1% | +0% | — |
| 18 |  $WFC | WELLS FARGO & COMPANY/MN | $1.9M | 1.0% | -10% | — |
| 19 |  $IVZ | Invesco Ltd. | $1.8M | 0.9% | +0% | — |
| 20 | — | ISHARES TR | $1.8M | 0.9% | +4% | — |
| 21 | — | J P MORGAN EXCHANGE TRADED F | $1.7M | 0.9% | -93% | — |
| 22 | — | SCHWAB STRATEGIC TR | $1.4M | 0.8% | +0% | — |
| 23 | — | AMERICAN CENTY ETF TR | $1.4M | 0.7% | +7% | — |
| 24 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.7% | +5% | — |
| 25 | — | ISHARES TR | $1.3M | 0.7% | -4% | — |
| 26 | — | ISHARES TR | $1.2M | 0.7% | +0% | — |
| 27 | — | PGIM ETF TR | $1.1M | 0.6% | -11% | — |
| 28 | — | INNOVATOR ETFS TRUST | $1.1M | 0.6% | +0% | — |
| 29 | — | DIMENSIONAL ETF TRUST | $1.1M | 0.6% | -7% | — |
| 30 | — | DIMENSIONAL ETF TRUST | $1.1M | 0.6% | +1% | — |
| 31 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.1M | 0.6% | +0% | 64.5 |
| 32 | — | ISHARES TR | $1.1M | 0.6% | -2% | — |
| 33 | — | ISHARES TR | $1.1M | 0.6% | +1% | — |
| 34 | — | SCHWAB STRATEGIC TR | $974,098 | 0.5% | +0% | — |
| 35 | — | DIMENSIONAL ETF TRUST | $859,662 | 0.5% | -0% | — |
| 36 | — | ISHARES TR | $829,268 | 0.4% | +0% | — |
| 37 | — | ISHARES INC | $823,236 | 0.4% | +0% | — |
| 38 | — | LISTED FDS TR | $809,839 | 0.4% | +0% | — |
| 39 | — | VANGUARD WORLD FD | $755,138 | 0.4% | +0% | — |
| 40 | — | ISHARES TR | $700,722 | 0.4% | +9% | — |
| 41 | — | INVESCO EXCH TRADED FD TR II | $682,428 | 0.4% | +0% | — |
| 42 | — | AMERICAN CENTY ETF TR | $679,623 | 0.3% | -2% | — |
| 43 |  $MSFT | MICROSOFT CORP | $676,067 | 0.3% | +2% | 83.7 |
| 44 | — | SCHWAB STRATEGIC TR | $651,989 | 0.3% | +0% | — |
| 45 | — | INNOVATOR ETFS TRUST | $623,282 | 0.3% | +96% | — |
| 46 | — | PIMCO ETF TR | $615,287 | 0.3% | +133% | — |
| 47 | — | ISHARES TR | $583,235 | 0.3% | +0% | — |
| 48 | — | DIMENSIONAL ETF TRUST | $580,991 | 0.3% | +5% | — |
| 49 |  $KDP | Keurig Dr Pepper Inc. | $572,414 | 0.3% | +0% | 63.1 |
| 50 |  $XOM | EXXON MOBIL CORP | $531,350 | 0.3% | +9% | 61.8 |
| 51 | — | ISHARES TR | $529,849 | 0.3% | +0% | — |
| 52 | — | INNOVATOR ETFS TRUST | $527,096 | 0.3% | +48% | — |
| 53 | — | J P MORGAN EXCHANGE TRADED F | $482,351 | 0.3% | +0% | — |
| 54 | — | ISHARES TR | $479,680 | 0.3% | +0% | — |
| 55 | — | AMERICAN CENTY ETF TR | $455,035 | 0.2% | +1% | — |
| 56 |  $WT | WisdomTree, Inc. | $437,857 | 0.2% | -68% | 62.9 |
| 57 | — | SCHWAB STRATEGIC TR | $428,335 | 0.2% | +0% | — |
| 58 |  $SPY | SPDR S&P 500 ETF TRUST | $382,530 | 0.2% | NEW | — |
| 59 | — | INNOVATOR ETFS TRUST | $379,600 | 0.2% | -16% | — |
| 60 | — | INNOVATOR ETFS TRUST | $373,979 | 0.2% | +0% | — |
| 61 | — | INNOVATOR ETFS TRUST | $373,881 | 0.2% | +18% | — |
| 62 | — | FIRST TR EXCHANGE-TRADED FD | $361,171 | 0.2% | +0% | — |
| 63 | — | VANECK ETF TRUST | $349,901 | 0.2% | +13% | — |
| 64 | — | DIMENSIONAL ETF TRUST | $342,042 | 0.2% | -5% | — |
| 65 |  $SUN | Sunoco LP | $303,995 | 0.2% | +0% | 64.8 |
| 66 |  $DASH | DoorDash, Inc. | $300,300 | 0.2% | +0% | 70.6 |
| 67 |  $AMAT | APPLIED MATERIALS INC /DE | $292,319 | 0.1% | +0% | 74.8 |
| 68 | — | INNOVATOR ETFS TRUST | $262,466 | 0.1% | +1% | — |
| 69 | — | DIMENSIONAL ETF TRUST | $258,216 | 0.1% | +0% | — |
| 70 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $239,048 | 0.1% | +0% | — |
| 71 | — | ISHARES TR | $215,339 | 0.1% | +0% | — |
| 72 | — | ISHARES TR | $212,598 | 0.1% | -99% | — |
| 73 | $IVZ | Invesco Ltd. | $208,268 | 0.1% | +0% | — |
New Positions (1)
$SPY SPDR S&P 500 ETF TRUST$382,530
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