Riverchase Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Riverchase Wealth Management, Llc disclosed 77 stock positions valued at approximately $214.58M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, J P MORGAN EXCHANGE TRADED F, and PIMCO ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 77
- Portfolio Value
- $214.58M
Holdings by Sector
Riverchase Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DCOR | Other | 12.60% | 329,785 | +12,454 | +3.92% | $27,035,743 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 8.83% | 403,571 | +12,050 | +3.08% | $18,943,627 |
| PIMCO ETF TR | PYLD | Other | 8.54% | 691,288 | +38,182 | +5.85% | $18,332,969 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 8.03% | 408,292 | +13,603 | +3.45% | $17,233,990 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 7.96% | 458,556 | +7,333 | +1.63% | $17,085,793 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 7.94% | 384,140 | -15,935 | -3.98% | $17,040,437 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 7.17% | 368,577 | +11,450 | +3.21% | $15,380,718 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 2.41% | 127,302 | +541 | +0.43% | $5,173,553 |
| AMERICAN CENTY ETF TR | AVUS | Other | 2.41% | 40,334 | +1,408 | +3.62% | $5,165,979 |
| VANGUARD INDEX FDS | VOO | Other | 2.27% | 7,092 | -28 | -0.39% | $4,870,588 |
| SPDR SERIES TRUST | SPYV | Other | 1.35% | 47,549 | - | - | $2,890,504 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.34% | 40,253 | -360 | -0.89% | $2,868,026 |
| ISHARES TR | IBDS | Other | 1.26% | 112,074 | +1,367 | +1.23% | $2,714,435 |
| SCHWAB STRATEGIC TR | FNDX | Other | 1.24% | 85,748 | -304 | -0.35% | $2,666,763 |
| ISHARES TR | IBDR | Other | 1.23% | 108,551 | +3,427 | +3.26% | $2,630,199 |
| VANGUARD INDEX FDS | VTV | Other | 1.14% | 11,180 | - | - | $2,436,457 |
| INNOVATOR ETFS TRUST | PFEB | Other | 1.12% | 55,663 | - | - | $2,396,849 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 1.04% | 33,015 | +6,101 | +22.67% | $2,231,152 |
| WELLS FARGO & CO | WFC | Financial Services | 0.93% | 24,222 | -54 | -0.22% | $2,001,706 |
| ISHARES TR | IBDT | Other | 0.92% | 77,898 | +8,729 | +12.62% | $1,966,924 |
| INVESCO EXCH TRADED FD TR II | PXF | Other | 0.89% | 25,378 | - | - | $1,919,592 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.77% | 57,249 | - | - | $1,657,931 |
| PGIM ETF TR | PAAA | Other | 0.76% | 31,773 | +9,315 | +41.48% | $1,629,020 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.70% | 16,849 | +269 | +1.62% | $1,502,931 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.69% | 27,467 | +1,047 | +3.96% | $1,483,767 |
| ISHARES TR | IJR | Other | 0.69% | 9,975 | - | - | $1,479,392 |
| INNOVATOR ETFS TRUST | PJUN | Other | 0.69% | 34,031 | +6,781 | +24.88% | $1,471,160 |
| ISHARES TR | IBTG | Other | 0.65% | 60,957 | +2,456 | +4.20% | $1,395,306 |
| ABBVIE INC | ABBV | Healthcare | 0.58% | 4,919 | +4,919 | +100.00% | $1,237,817 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.57% | 31,294 | -65 | -0.21% | $1,213,894 |
Showing 30 of 77 holdings in the latest reporting period.