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CIK: 0002055985
Total reported value
$214.6M
$214.6M
66 檔
33.1%
As reported in its official Q1 2025 Form 13F filing, Riverchase Wealth Management, LLC's tracked investment portfolio stood at $214.6M with 66 total positions.
Riverchase Wealth Management, LLC executed strategic sector rebalancing during Q1 2025, establishing 3 new positions while fully exiting 2 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 11.02% | -0.16% | -35.69% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 10.60% | -0.77% | +1.95% | |
| 3 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 10.25% | +0.68% | +35.55% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 9.32% | -0.65% | +5.48% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 8.61% | -0.39% | -2.86% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 6.56% | -0.38% | +402.62% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.56% | +0.33% | +250.31% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.59% | +0.05% | -0.39% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.31% | +0.13% | +6.27% | |
| 10 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.80% | -0.12% | +0.58% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.70% | -0.05% | -4.28% | |
| 12 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.54% | -0.01% | -1.37% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.53% | -0.02% | -1.32% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.52% | — | -5.44% | |
| 15 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.40% | — | +3.53% | |
| 16 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.40% | -0.04% | +572.42% | |
| 17 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.26% | -0.10% | +11.38% | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.21% | +0.15% | +22.74% | |
| 19 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.92% | -0.03% | -0.98% | |
| 20 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.92% | — | +6.79% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.04% | — | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.86% | +0.02% | — | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.84% | -0.05% | -2.21% | |
| 24 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.79% | -0.14% | +49.27% | |
| 25 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.73% | -0.05% | +12.33% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.73% | +0.04% | — | |
| 27 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.71% | +0.10% | -58.21% | |
| 28 | DIHP | Dimensional International Hi | ETF-Other | 0.54% | -0.03% | -11.02% | |
| 29 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.52% | -0.02% | -3.61% | |
| 30 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.52% | +0.03% | — | |
| 31 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.52% | +0.02% | — | |
| 32 | DFAI | Dimensional International Co | ETF-Other | 0.51% | -0.03% | +0.09% | |
| 33 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 0.51% | +0.01% | -0.85% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | +0.01% | — | |
| 35 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.47% | — | — | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.04% | — | |
| 37 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.47% | -0.04% | +62.22% | |
| 38 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.45% | +0.02% | — | |
| 39 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 0.41% | -0.05% | -0.33% | |
| 40 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.40% | -0.05% | +63.61% | |
| 41 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.40% | -0.02% | -10.00% | |
| 42 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.38% | — | — | |
| 43 | DFIV | Dimensional International Va | ETF-Other | 0.37% | -0.04% | +76.93% | |
| 44 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.34% | -0.06% | — | |
| 45 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.33% | +0.01% | -9.21% | |
| 46 | IQLT | Ishares Msci International Q | ETF-Other | 0.32% | — | -23.40% | |
| 47 | AVDE | Avantis International Equity | ETF-Other | 0.31% | -0.03% | -6.39% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.30% | -0.01% | — | |
| 49 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.30% | +0.01% | — | |
| 50 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.26% | +0.01% | — |
According to official SEC Form 13F filings, Riverchase Wealth Management, LLC reported a total U.S. public equity portfolio value of $214.6M across 66 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, JCPB, DCOR) accounted for 33.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
AVEM
市值: $281.5K
Top Position Liquidated / Trimmed
PID
前期市值: $237.3K
During Q1 2025, Riverchase Wealth Management, LLC's top holdings by market value included DFAC (11.0%)、JCPB (10.6%)、DCOR (10.3%). The largest single position, DFAC, represented 11.0% of total portfolio value.
In Q1 2025, Riverchase Wealth Management, LLC made 39 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 17 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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