RIVERCHASE WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, RIVERCHASE WEALTH MANAGEMENT, LLC held in its portfolio 69 assets valued at $184,117,395 (i.e. $184.12M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($21.62M), J P MORGAN EXCHANGE TRADED F ($17.25M), and DIMENSIONAL ETF TRUST ($16.60M).
The chart below shows the top 10 valuable assets, and the table below shows the top 69 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
RIVERCHASE WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 293569 | 21615491 | US CORE EQUITY 1 |
| J P MORGAN EXCHANGE TRADED F | 364224 | 17245987 | CORE PLUS BD ETF |
| DIMENSIONAL ETF TRUST | 419405 | 16604226 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 453246 | 15618870 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 359205 | 15287757 | CORE FIXED INCOM |
| PIMCO ETF TR | 551660 | 14718291 | MULTISECTOR BD |
| DIMENSIONAL ETF TRUST | 325446 | 12376713 | US HIGH PROFITAB |
| INNOVATOR ETFS TRUST | 112261 | 4719377 | US EQTY PWR BUF |
| VANGUARD INDEX FDS | 7154 | 4486736 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 129386 | 4280095 | EMERGING MKTS CO |
| AMERICAN CENTY ETF TR | 36891 | 4123676 | US EQT ETF |
| SPDR SERIES TRUST | 47549 | 2701259 | STATE STREET SPD |
| ISHARES TR | 109081 | 2648487 | IBONDS 27 ETF |
| ISHARES TR | 105279 | 2550910 | IBONDS DEC2026 |
| VANGUARD TAX-MANAGED FDS | 40613 | 2537094 | VAN FTSE DEV MKT |
| WELLS FARGO CO NEW | 26861 | 2503445 | COM |
| SCHWAB STRATEGIC TR | 86052 | 2341475 | FUNDAMENTAL US L |
| VANGUARD INDEX FDS | 11180 | 2135268 | VALUE ETF |
| ISHARES TR | 66421 | 1690747 | IBDS DEC28 ETF |
| INVESCO EXCH TRADED FD TR II | 25378 | 1663401 | RAFI DVLPD MRKTS |
| SCHWAB STRATEGIC TR | 57249 | 1501641 | US BRD MKT ETF |
| ISHARES TR | 60883 | 1392699 | IBONDS 26 TRM TS |
| WISDOMTREE TR | 27390 | 1378265 | FLOATNG RAT TREA |
| PGIM ETF TR | 25131 | 1288228 | AAA CLO ETF |
| AMERICAN CENTY ETF TR | 15520 | 1277606 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 25151 | 1255035 | INTERNATNAL VAL |
| ISHARES TR | 9975 | 1198796 | CORE S&P SCP ETF |
| DIMENSIONAL ETF TRUST | 30585 | 1165586 | INTL CORE EQT MK |
| BERKSHIRE HATHAWAY INC DEL | 2234 | 1122920 | CL B NEW |
| ISHARES TR | 5641 | 1120415 | MSCI USA QLT FCT |
| ISHARES TR | 46510 | 1045080 | IBONDS 27 TRM TS |
| DIMENSIONAL ETF TRUST | 31115 | 1023372 | US SMALL CAP VAL |
| SCHWAB STRATEGIC TR | 19908 | 900041 | FUNDAMENTAL INTL |
| MICROSOFT CORP | 1787 | 864407 | COM |
| DIMENSIONAL ETF TRUST | 26806 | 848812 | INTL HIGH PROFIT |
| LISTED FDS TR | 32787 | 826560 | SWAN HEDGED EQTY |
| ISHARES INC | 12718 | 814461 | MSCI EMERG MRKT |
| ISHARES TR | 12280 | 810480 | CORE S&P MCP ETF |
| VANGUARD WORLD FD | 3195 | 802488 | MEGA CAP INDEX |
| INVESCO EXCH TRADED FD TR II | 24303 | 666631 | S&P EMRNG MKTS |
| AMERICAN CENTY ETF TR | 8614 | 652683 | US LARGE CAP VLU |
| ISHARES TR | 13764 | 651749 | HIGH YLD SYSTM B |
| SCHWAB STRATEGIC TR | 17041 | 614498 | FUNDAMENTAL EMER |
| KEURIG DR PEPPER INC | 21740 | 608937 | COM |
| ISHARES TR | 26174 | 585382 | IBONDS 28 TRM TS |
| DIMENSIONAL ETF TRUST | 14043 | 533634 | INTL SMALL CAP V |
| ISHARES TR | 20673 | 529994 | IBONDS DEC 26 |
| J P MORGAN EXCHANGE TRADED F | 8474 | 485038 | EQUITY PREMIUM |
| ISHARES TR | 6835 | 474486 | CORE DIV GRWTH |
| DOORDASH INC | 2000 | 452960 | CL A |
| AMERICAN CENTY ETF TR | 5599 | 431235 | AVANTIS EMGMKT |
| SCHWAB STRATEGIC TR | 13208 | 416184 | FUNDAMENTAL US S |
| INNOVATOR ETFS TRUST | 10356 | 407310 | US EQTY ULTRA B |
| DIMENSIONAL ETF TRUST | 7973 | 373136 | US CORE EQT MKT |
| FIRST TR EXCHANGE-TRADED FD | 3227 | 347758 | INDXX NEXTG ETF |
| EXXON MOBIL CORP | 2861 | 344293 | COM |
| VANECK ETF TRUST | 810 | 291571 | SEMICONDUCTR ETF |
| PIMCO ETF TR | 2624 | 263292 | ENHAN SHRT MA AC |
| INNOVATOR ETFS TRUST | 7983 | 260200 | INNOVATOR INTER |
| INVESCO QQQ TR | 414 | 254390 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 7626 | 248379 | EMGR CRE EQT MNG |
| SUNOCO LP/SUNOCO FIN CORP | 4679 | 245226 | COM UT REP LP |
| INTERNATIONAL BUSINESS MACHS | 786 | 232821 | COM |
| APPLIED MATLS INC | 855 | 219793 | COM |
| UFP TECHNOLOGIES INC | 979 | 217367 | COM |
| ISHARES TR | 4658 | 211706 | MSCI INTL QUALTY |
| INVESCO EXCHANGE TRADED FD T | 9362 | 205964 | INTL DIVI ACHI |
| INNOVATOR ETFS TRUST | 5265 | 204019 | US EQT ULTRA BF |
| ORACLE CORP | 1029 | 200562 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.