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CIK: 0002055985
Total reported value
$214.6M
$214.6M
73 檔
38.5%
According to the latest 13F quarterly dataset, Riverchase Wealth Management, LLC managed an equity portfolio of $214.6M at the end of Q3 2025, spanning 73 distinct U.S. exchange-listed positions.
In Q3 2025, Riverchase Wealth Management, LLC displayed an active expansion posture, initiating 11 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 11.30% | +0.68% | +17.73% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 9.40% | -0.77% | +5.98% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.24% | -0.16% | -12.29% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 8.51% | -0.65% | +5.06% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 8.37% | -0.39% | +1.10% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 7.50% | -0.38% | +21.01% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.94% | +0.33% | +13.32% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.48% | +0.05% | +0.38% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.34% | +0.13% | +2.46% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.94% | +0.15% | +23.65% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.49% | -0.05% | — | |
| 12 | WFC | Wells Fargo & Co | Stock-Financials | 1.41% | -0.08% | — | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.38% | -0.02% | +0.02% | |
| 14 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.34% | -0.10% | +15.53% | |
| 15 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.28% | -0.01% | — | |
| 16 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.25% | -0.04% | — | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.24% | — | -0.43% | |
| 18 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.18% | — | -1.11% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.18% | -0.12% | -6.26% | |
| 20 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.04% | -0.14% | +25.94% | |
| 21 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.88% | -0.03% | — | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.83% | +0.02% | — | |
| 23 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.78% | — | -1.68% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.67% | -0.05% | -8.92% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | +0.04% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.04% | -11.52% | |
| 27 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.64% | +0.10% | — | |
| 28 | DFAI | Dimensional International Co | ETF-Other | 0.63% | -0.03% | +1.86% | |
| 29 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.62% | -0.05% | +0.86% | |
| 30 | DFIV | Dimensional International Va | ETF-Other | 0.57% | -0.04% | +28.77% | |
| 31 | AVDE | Avantis International Equity | ETF-Other | 0.57% | -0.03% | +1.38% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.04% | — | |
| 33 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.51% | — | — | |
| 34 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.48% | -0.02% | +1.05% | |
| 35 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 0.47% | +0.01% | — | |
| 36 | DIHP | Dimensional International Hi | ETF-Other | 0.46% | -0.03% | -2.15% | |
| 37 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.46% | +0.02% | — | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | +0.01% | — | |
| 39 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.45% | -0.04% | +11.25% | |
| 40 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.44% | +0.02% | — | |
| 41 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.39% | +0.16% | +95.12% | |
| 42 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.38% | — | — | |
| 43 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 0.37% | -0.05% | — | |
| 44 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.35% | -0.05% | +2.95% | |
| 45 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.35% | -0.02% | -1.42% | |
| 46 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.31% | +0.03% | — | |
| 47 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.31% | +0.01% | — | |
| 48 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.31% | +0.01% | — | |
| 49 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.28% | -0.06% | — | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.27% | -0.13% | +0.74% |
According to official SEC Form 13F filings, Riverchase Wealth Management, LLC reported a total U.S. public equity portfolio value of $214.6M across 73 disclosed positions in Q3 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 DCOR, JCPB, DFAC) accounted for 38.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
WFC
市值: $2.5M
Top Position Liquidated / Trimmed
ADP
前期市值: $260.6K
During Q3 2025, Riverchase Wealth Management, LLC's top holdings by market value included DCOR (11.3%)、JCPB (9.4%)、DFAC (9.2%). The largest single position, DCOR, represented 11.3% of total portfolio value.
In Q3 2025, Riverchase Wealth Management, LLC made 42 total portfolio adjustments, initiating 11 new buys, adding to 20 positions, trimming 7 holdings, and fully liquidating 4 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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