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CIK: 0002055985
Total reported value
$214.6M
$214.6M
73 檔
42.5%
At the close of Q1 2026, Riverchase Wealth Management, LLC disclosed equity holdings valued at approximately $214.6M, spread across 73 reported holdings.
Riverchase Wealth Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 7 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 11.92% | +0.68% | +8.09% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 9.60% | -0.77% | +7.49% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 8.92% | -0.38% | +18.39% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 8.68% | -0.65% | +9.88% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 8.35% | -0.39% | -0.45% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.10% | -0.16% | -4.61% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.84% | +0.33% | +9.73% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.28% | +0.13% | -2.03% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.25% | +0.15% | +5.52% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.22% | +0.05% | -0.48% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.40% | -0.05% | — | |
| 12 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.40% | -0.14% | +1.49% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.36% | -0.02% | — | |
| 14 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.33% | -0.10% | -0.15% | |
| 15 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.25% | -0.01% | — | |
| 16 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.16% | -0.04% | — | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.14% | — | — | |
| 18 | WFC | Wells Fargo & Co | Stock-Financials | 1.01% | -0.08% | -9.62% | |
| 19 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.92% | -0.03% | — | |
| 20 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.91% | +0.01% | +4.14% | |
| 21 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.90% | +0.14% | — | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.75% | +0.02% | — | |
| 23 | AVDE | Avantis International Equity | ETF-Other | 0.73% | -0.03% | +6.83% | |
| 24 | DFIV | Dimensional International Va | ETF-Other | 0.73% | -0.04% | +5.05% | |
| 25 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.70% | -0.05% | -3.91% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.65% | +0.04% | — | |
| 27 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.60% | +0.16% | -10.64% | |
| 28 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.59% | +0.10% | — | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 0.58% | -0.03% | -7.04% | |
| 30 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.57% | — | +0.78% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.04% | — | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.55% | -0.05% | -1.56% | |
| 33 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.55% | -0.04% | +1.04% | |
| 34 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.51% | -0.02% | — | |
| 35 | DIHP | Dimensional International Hi | ETF-Other | 0.45% | -0.03% | -0.47% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | +0.01% | — | |
| 37 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.43% | +0.02% | — | |
| 38 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 0.42% | +0.01% | — | |
| 39 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.39% | +0.02% | — | |
| 40 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.37% | -0.05% | +9.44% | |
| 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% | -2.12% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.04% | +2.18% | |
| 44 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.34% | -0.02% | — | |
| 45 | UMAR | Innovator U.s. Equity Ultra | ETF-Other | 0.32% | -0.04% | — | |
| 46 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.32% | -0.02% | +133.16% | |
| 47 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.30% | +0.01% | — | |
| 48 | DISV | Dimensional International Sm | ETF-Other | 0.30% | -0.02% | +4.90% | |
| 49 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.30% | +0.03% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.28% | EXIT |
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 Q1 2026.
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, PYLD) accounted for 42.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
HELO
市值: $1.7M
Top Position Liquidated / Trimmed
PSEP
前期市值: $471.5K
During Q1 2026, Riverchase Wealth Management, LLC's top holdings by market value included DCOR (11.9%)、JCPB (9.6%)、PYLD (8.9%). The largest single position, DCOR, represented 11.9% of total portfolio value.
In Q1 2026, Riverchase Wealth Management, LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 20 positions, trimming 15 holdings, and fully liquidating 7 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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