Riverchase Wealth Management, Llc Portfolio Stock Holdings
Riverchase Wealth Management, Llc disclosed 73 stock positions valued at approximately $191.9 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, J P MORGAN EXCHANGE TRADED F, and PIMCO ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 73
- Portfolio Value
- $191.9M
Holdings by Sector
Riverchase Wealth Management, Llc Portfolio Holdings in Q1 2026
72 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DCOR | Other | 11.92% | 317,331 | +23,762 | +8.09% | $22,873,204 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 9.60% | 391,521 | +27,297 | +7.49% | $18,432,790 |
| PIMCO ETF TR | PYLD | Other | 8.92% | 653,106 | +101,446 | +18.39% | $17,111,380 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 8.68% | 394,689 | +35,484 | +9.88% | $16,663,791 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 8.35% | 451,223 | -2,023 | -0.45% | $16,031,968 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 8.10% | 400,075 | -19,330 | -4.61% | $15,546,923 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 6.84% | 357,127 | +31,681 | +9.73% | $13,127,976 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 2.28% | 126,761 | -2,625 | -2.03% | $4,379,587 |
| AMERICAN CENTY ETF TR | AVUS | Other | 2.25% | 38,926 | +2,035 | +5.52% | $4,327,793 |
| VANGUARD INDEX FDS | VOO | Other | 2.22% | 7,120 | -34 | -0.48% | $4,254,262 |
| SPDR SERIES TRUST | SPYV | Other | 1.40% | 47,549 | - | - | $2,690,322 |
| ISHARES TR | IBDS | Other | 1.40% | 110,707 | +1,626 | +1.49% | $2,683,533 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.36% | 40,613 | - | - | $2,602,481 |
| ISHARES TR | IBDR | Other | 1.33% | 105,124 | -155 | -0.15% | $2,548,206 |
| SCHWAB STRATEGIC TR | FNDX | Other | 1.25% | 86,052 | - | - | $2,396,548 |
| INNOVATOR ETFS TRUST | PFEB | Other | 1.16% | 55,663 | - | - | $2,232,086 |
| VANGUARD INDEX FDS | VTV | Other | 1.14% | 11,180 | - | - | $2,193,516 |
| WELLS FARGO & CO | WFC | Financial Services | 1.01% | 24,276 | -2,585 | -9.62% | $1,932,612 |
| INVESCO EXCH TRADED FD TR II | PXF | Other | 0.92% | 25,378 | - | - | $1,773,922 |
| ISHARES TR | IBDT | Other | 0.91% | 69,169 | +2,748 | +4.14% | $1,752,052 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 0.90% | 26,914 | +26,914 | +100.00% | $1,720,089 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.75% | 57,249 | - | - | $1,436,950 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.73% | 16,580 | +1,060 | +6.83% | $1,406,647 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.73% | 26,420 | +1,269 | +5.05% | $1,394,448 |
| ISHARES TR | IBTG | Other | 0.70% | 58,501 | -2,382 | -3.91% | $1,340,551 |
| ISHARES TR | IJR | Other | 0.65% | 9,975 | - | - | $1,239,992 |
| PGIM ETF TR | PAAA | Other | 0.60% | 22,458 | -2,673 | -10.64% | $1,149,423 |
| INNOVATOR ETFS TRUST | PJUN | Other | 0.59% | 27,250 | - | - | $1,139,778 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.58% | 28,432 | -2,153 | -7.04% | $1,107,704 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.57% | 31,359 | +244 | +0.78% | $1,098,819 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.56% | 2,234 | - | - | $1,070,533 |
| ISHARES TR | QUAL | Other | 0.55% | 5,553 | -88 | -1.56% | $1,065,121 |
| ISHARES TR | IBTH | Other | 0.55% | 46,994 | +484 | +1.04% | $1,054,075 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.51% | 19,908 | - | - | $974,098 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.45% | 26,681 | -125 | -0.47% | $859,662 |
| ISHARES TR | IJH | Other | 0.43% | 12,280 | - | - | $829,268 |
| ISHARES INC | EEMV | Other | 0.43% | 12,718 | - | - | $823,236 |
| LISTED FDS TR | HEGD | Other | 0.42% | 32,787 | - | - | $809,839 |
| VANGUARD WORLD FD | MGC | Other | 0.39% | 3,195 | - | - | $755,138 |
| ISHARES TR | HYDB | Other | 0.37% | 15,063 | +1,299 | +9.44% | $700,722 |
| INVESCO EXCH TRADED FD TR II | EELV | Other | 0.36% | 24,303 | - | - | $682,428 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.35% | 8,431 | -183 | -2.12% | $679,623 |
| MICROSOFT CORP | MSFT | Technology | 0.35% | 1,826 | +39 | +2.18% | $676,067 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.34% | 17,041 | - | - | $651,989 |
| INNOVATOR ETFS TRUST | UMAR | Other | 0.32% | 15,684 | +15,684 | +100.00% | $623,282 |
| PIMCO ETF TR | MINT | Other | 0.32% | 6,118 | +3,494 | +133.16% | $615,287 |
| ISHARES TR | IBTI | Other | 0.30% | 26,174 | - | - | $583,235 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.30% | 14,731 | +688 | +4.90% | $580,991 |
| KEURIG DR PEPPER INC | KDP | Consumer Defensive | 0.30% | 21,740 | - | - | $572,414 |
| EXXON MOBIL CORP | XOM | Energy | 0.28% | 3,132 | +271 | +9.47% | $531,350 |
| ISHARES TR | IBMO | Other | 0.28% | 20,673 | - | - | $529,849 |
| INNOVATOR ETFS TRUST | PMAR | Other | 0.27% | 11,813 | +11,813 | +100.00% | $527,096 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.25% | 8,510 | +36 | +0.42% | $482,351 |
| ISHARES TR | DGRO | Other | 0.25% | 6,835 | - | - | $479,680 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.24% | 5,647 | +48 | +0.86% | $455,035 |
| WISDOMTREE TR | USFR | Other | 0.23% | 8,698 | -18,692 | -68.24% | $437,857 |
| SCHWAB STRATEGIC TR | FNDA | Other | 0.22% | 13,208 | - | - | $428,335 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.20% | 588 | +588 | +100.00% | $382,530 |
| INNOVATOR ETFS TRUST | PJUL | Other | 0.20% | 8,258 | -1,631 | -16.49% | $379,600 |
| INNOVATOR ETFS TRUST | POCT | Other | 0.19% | 8,675 | - | - | $373,979 |
| INNOVATOR ETFS TRUST | PAPR | Other | 0.19% | 9,394 | +9,394 | +100.00% | $373,881 |
| FIRST TR EXCHANGE-TRADED FD | NXTG | Other | 0.19% | 3,227 | - | - | $361,171 |
| VANECK ETF TRUST | SMH | Other | 0.18% | 913 | +103 | +12.72% | $349,901 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.18% | 7,581 | -392 | -4.92% | $342,042 |
| SUNOCO LP/SUNOCO FIN CORP | SUN | Energy | 0.16% | 4,679 | - | - | $303,995 |
| DOORDASH INC | DASH | Communication Services | 0.16% | 2,000 | - | - | $300,300 |
| APPLIED MATLS INC | AMAT | Technology | 0.15% | 855 | - | - | $292,319 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.13% | 7,626 | - | - | $258,216 |
| INVESCO QQQ TR | QQQ | Other | 0.12% | 414 | - | - | $239,048 |
| ISHARES TR | IQLT | Other | 0.11% | 4,658 | - | - | $215,339 |
| ISHARES TR | SOXX | Other | 0.11% | 647 | +647 | +100.00% | $212,598 |
| INVESCO EXCHANGE TRADED FD T | PID | Other | 0.11% | 9,362 | - | - | $208,268 |