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CIK: 0002055985
Total reported value
$214.6M
$214.6M
73 檔
40.3%
During the Q4 2025 filing period, Riverchase Wealth Management, LLC (CIK: 0002055985) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $214.6M across 73 reported positions.
In Q4 2025, Riverchase Wealth Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 23 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 | 11.74% | +0.68% | +5.88% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 9.37% | -0.77% | +4.37% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.02% | -0.16% | -0.84% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 8.48% | -0.39% | +0.60% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 8.30% | -0.65% | +2.28% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 7.99% | -0.38% | +11.80% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.72% | +0.33% | +0.35% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.44% | +0.05% | — | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.32% | +0.13% | +0.49% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.24% | +0.15% | +16.92% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.47% | -0.05% | — | |
| 12 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.44% | -0.14% | +44.74% | |
| 13 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.39% | -0.10% | +7.85% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.38% | -0.02% | — | |
| 15 | WFC | Wells Fargo & Co | Stock-Financials | 1.36% | -0.08% | -9.26% | |
| 16 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.27% | -0.01% | — | |
| 17 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.23% | -0.04% | — | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.16% | — | -4.67% | |
| 19 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.92% | +0.01% | +452.13% | |
| 20 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.90% | -0.03% | — | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.82% | +0.02% | — | |
| 22 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.76% | -0.05% | +27.73% | |
| 23 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.75% | -0.12% | -33.90% | |
| 24 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.70% | +0.16% | +90.03% | |
| 25 | AVDE | Avantis International Equity | ETF-Other | 0.69% | -0.03% | +21.08% | |
| 26 | DFIV | Dimensional International Va | ETF-Other | 0.68% | -0.04% | +14.43% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.65% | +0.04% | — | |
| 28 | DFAI | Dimensional International Co | ETF-Other | 0.63% | -0.03% | +0.70% | |
| 29 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.62% | +0.10% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.04% | — | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.61% | -0.05% | -7.81% | |
| 32 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.57% | -0.04% | +30.94% | |
| 33 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.56% | — | +10.56% | |
| 34 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.49% | -0.02% | — | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.04% | +0.11% | |
| 36 | DIHP | Dimensional International Hi | ETF-Other | 0.46% | -0.03% | — | |
| 37 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 0.45% | +0.01% | -1.89% | |
| 38 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.44% | +0.02% | — | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.44% | +0.01% | — | |
| 40 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.44% | +0.02% | — | |
| 41 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 0.36% | -0.05% | — | |
| 42 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.35% | +0.01% | +12.79% | |
| 43 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.35% | -0.05% | +6.16% | |
| 44 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.33% | -0.02% | — | |
| 45 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.33% | +0.03% | — | |
| 46 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.32% | +0.01% | — | |
| 47 | DISV | Dimensional International Sm | ETF-Other | 0.29% | -0.02% | — | |
| 48 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.29% | -0.06% | +7.51% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.26% | -0.13% | +0.41% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-Other | 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 73 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DCOR, JCPB, DFAC) accounted for 40.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBTI
市值: $585.4K
Top Position Liquidated / Trimmed
IBDQ
前期市值: $2.1M
During Q4 2025, Riverchase Wealth Management, LLC's top holdings by market value included DCOR (11.7%)、JCPB (9.4%)、DFAC (9.0%). The largest single position, DCOR, represented 11.7% of total portfolio value.
In Q4 2025, Riverchase Wealth Management, LLC made 38 total portfolio adjustments, initiating 5 new buys, adding to 23 positions, trimming 5 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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