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CIK: 0002055985
Total reported value
$214.6M
$214.6M
68 檔
35.7%
In Q2 2025, Riverchase Wealth Management, LLC's U.S. equity holdings reached a combined market value of $214.6M, distributed across 68 disclosed stock positions.
In Q2 2025, Riverchase Wealth Management, LLC displayed an active expansion posture, initiating 7 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.96% | -0.16% | +1.09% | |
| 2 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 9.99% | +0.68% | -1.32% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 9.83% | -0.77% | +2.32% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 8.96% | -0.65% | +5.67% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 8.79% | -0.39% | +0.61% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 6.87% | -0.38% | +14.60% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.46% | +0.33% | +19.43% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.57% | +0.05% | -0.89% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.37% | +0.13% | +0.66% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.63% | +0.15% | +36.27% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.58% | -0.05% | -0.24% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.47% | -0.02% | -5.67% | |
| 13 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.41% | -0.12% | -13.59% | |
| 14 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.34% | -0.04% | — | |
| 15 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.34% | — | +5.28% | |
| 16 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.34% | -0.01% | -7.81% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.32% | — | -6.32% | |
| 18 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.30% | -0.10% | +13.67% | |
| 19 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.92% | -0.03% | — | |
| 20 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.92% | -0.14% | +28.08% | |
| 21 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.89% | — | +7.15% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.87% | +0.02% | — | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.78% | -0.05% | -3.90% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.04% | +5.78% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.69% | +0.04% | — | |
| 26 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.69% | -0.05% | +3.54% | |
| 27 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.69% | +0.10% | — | |
| 28 | DFAI | Dimensional International Co | ETF-Other | 0.65% | -0.03% | +27.15% | |
| 29 | AVDE | Avantis International Equity | ETF-Other | 0.59% | -0.03% | +90.01% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.04% | — | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.53% | — | +44.13% | |
| 32 | DIHP | Dimensional International Hi | ETF-Other | 0.51% | -0.03% | -3.42% | |
| 33 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.51% | +0.02% | — | |
| 34 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.50% | -0.02% | -4.69% | |
| 35 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 0.50% | +0.01% | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | +0.01% | — | |
| 37 | DFIV | Dimensional International Va | ETF-Other | 0.46% | -0.04% | +27.43% | |
| 38 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.46% | +0.03% | — | |
| 39 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.46% | +0.02% | — | |
| 40 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.46% | -0.04% | +6.94% | |
| 41 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.43% | — | +0.60% | |
| 42 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 0.40% | -0.05% | — | |
| 43 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.38% | -0.05% | +3.87% | |
| 44 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.36% | -0.02% | -5.73% | |
| 45 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.33% | +0.01% | +18.13% | |
| 46 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.31% | +0.01% | — | |
| 47 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.31% | -0.06% | — | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.30% | -0.13% | +119.81% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.28% | -0.01% | — | |
| 50 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.24% | +0.01% | -21.79% |
According to official SEC Form 13F filings, Riverchase Wealth Management, LLC reported a total U.S. public equity portfolio value of $214.6M across 68 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DCOR, JCPB) accounted for 35.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
PMAY
市值: $363.5K
Top Position Liquidated / Trimmed
USEP
前期市值: $300.0K
During Q2 2025, Riverchase Wealth Management, LLC's top holdings by market value included DFAC (11.0%)、DCOR (10.0%)、JCPB (9.8%). The largest single position, DFAC, represented 11.0% of total portfolio value.
In Q2 2025, Riverchase Wealth Management, LLC made 40 total portfolio adjustments, initiating 7 new buys, adding to 20 positions, trimming 8 holdings, and fully liquidating 5 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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