Institutions / Riverchase Wealth Management, LLC

Riverchase Wealth Management, LLC

CIK 2055985 · Institution · as of Dec 31, 2025

Portfolio value

$184.12M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 73 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$21.62M	293,569	11.7%
J P Morgan Exchange Traded F	—	$17.25M	364,224	9.4%
Dimensional ETF Trust	—	$16.60M	419,405	9.0%
Dimensional ETF Trust	—	$15.62M	453,246	8.5%
Dimensional ETF Trust	—	$15.29M	359,205	8.3%
PIMCO ETF Tr	—	$14.72M	551,660	8.0%
Dimensional ETF Trust	—	$12.38M	325,446	6.7%
Vanguard Index Fds	—	$4.49M	7,154	2.4%
Dimensional ETF Trust	—	$4.28M	129,386	2.3%
American Centy ETF Tr	—	$4.12M	36,891	2.2%
SPDR Series Trust	—	$2.70M	47,549	1.5%
iShares Tr	—	$2.65M	109,081	1.4%
iShares Tr	—	$2.55M	105,279	1.4%
Vanguard Tax-Managed Fds	—	$2.54M	40,613	1.4%
Wells Fargo & COMPANY/MN	—	$2.50M	26,861	1.4%
Schwab Strategic Tr	—	$2.34M	86,052	1.3%
Innovator Etfs Trust	—	$2.27M	55,663	1.2%
Vanguard Index Fds	—	$2.14M	11,180	1.2%
iShares Tr	—	$1.69M	66,421	0.9%
Invesco Bloomberg Enhanced Fallen Angels ETF	—	$1.66M	25,378	0.9%
Schwab Strategic Tr	—	$1.50M	57,249	0.8%
iShares Tr	—	$1.39M	60,883	0.8%
WisdomTree Tr	—	$1.38M	27,390	0.7%
PGIM ETF Tr	—	$1.29M	25,131	0.7%
American Centy ETF Tr	—	$1.28M	15,520	0.7%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.