Riverchase Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$191.9M
Q ending 2026-03-31
Prior quarter
$184.1M
Q ending 2025-12-31
Change
+4.2% QoQ · +34.4% YoY
Positions
73
reported holdings
Largest positions
All 73 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DCOR | Shares | $22.9M | 317K |
| J P Morgan Exchange Traded F | JCPB | Shares | $18.4M | 392K |
| Pimco Etf Tr | PYLD | Shares | $17.1M | 653K |
| Dimensional Etf Trust | DFCF | Shares | $16.7M | 395K |
| Dimensional Etf Trust | DFIC | Shares | $16.0M | 451K |
| Dimensional Etf Trust | DFAC | Shares | $15.5M | 400K |
| Dimensional Etf Trust | DUHP | Shares | $13.1M | 357K |
| Dimensional Etf Trust | DFEM | Shares | $4.4M | 127K |
| American Centy Etf Tr | AVUS | Shares | $4.3M | 39K |
| Vanguard Index Fds | VOO | Shares | $4.3M | 7K |
| Spdr Series Trust | SPYV | Shares | $2.7M | 48K |
| Ishares Tr | IBDS | Shares | $2.7M | 111K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.6M | 41K |
| Ishares Tr | IBDR | Shares | $2.5M | 105K |
| Schwab Strategic Tr | FNDX | Shares | $2.4M | 86K |
| Innovator Etfs Trust | PFEB | Shares | $2.2M | 56K |
| Vanguard Index Fds | VTV | Shares | $2.2M | 11K |
| Wells Fargo & Co | WFC | Shares | $1.9M | 24K |
| Invesco Exch Traded Fd Tr Ii | PXF | Shares | $1.8M | 25K |
| Ishares Tr | IBDT | Shares | $1.8M | 69K |
| J P Morgan Exchange Traded F | HELO | Shares | $1.7M | 27K |
| Schwab Strategic Tr | SCHB | Shares | $1.4M | 57K |
| American Centy Etf Tr | AVDE | Shares | $1.4M | 17K |
| Dimensional Etf Trust | DFIV | Shares | $1.4M | 26K |
| Ishares Tr | IBTG | Shares | $1.3M | 59K |
| Ishares Tr | IJR | Shares | $1.2M | 10K |
| Pgim Etf Tr | PAAA | Shares | $1.1M | 22K |
| Innovator Etfs Trust | PJUN | Shares | $1.1M | 27K |
| Dimensional Etf Trust | DFAI | Shares | $1.1M | 28K |
| Dimensional Etf Trust | DFSV | Shares | $1.1M | 31K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.1M | 2K |
| Ishares Tr | QUAL | Shares | $1.1M | 6K |
| Ishares Tr | IBTH | Shares | $1.1M | 47K |
| Schwab Strategic Tr | FNDF | Shares | $974K | 20K |
| Dimensional Etf Trust | DIHP | Shares | $860K | 27K |
| Ishares Tr | IJH | Shares | $829K | 12K |
| Ishares Inc | EEMV | Shares | $823K | 13K |
| Listed Fds Tr | HEGD | Shares | $810K | 33K |
| Vanguard World Fd | MGC | Shares | $755K | 3K |
| Ishares Tr | HYDB | Shares | $701K | 15K |
| Invesco Exch Traded Fd Tr Ii | EELV | Shares | $682K | 24K |
| American Centy Etf Tr | AVLV | Shares | $680K | 8K |
| Microsoft Corp | MSFT | Shares | $676K | 2K |
| Schwab Strategic Tr | FNDE | Shares | $652K | 17K |
| Innovator Etfs Trust | UMAR | Shares | $623K | 16K |
| Pimco Etf Tr | MINT | Shares | $615K | 6K |
| Ishares Tr | IBTI | Shares | $583K | 26K |
| Dimensional Etf Trust | DISV | Shares | $581K | 15K |
| Keurig Dr Pepper Inc | KDP | Shares | $572K | 22K |
| Exxon Mobil Corp | XOM | Shares | $531K | 3K |
| Ishares Tr | IBMO | Shares | $530K | 21K |
| Innovator Etfs Trust | PMAR | Shares | $527K | 12K |
| J P Morgan Exchange Traded F | JEPI | Shares | $482K | 9K |
| Ishares Tr | DGRO | Shares | $480K | 7K |
| American Centy Etf Tr | AVEM | Shares | $455K | 6K |
| Wisdomtree Tr | USFR | Shares | $438K | 9K |
| Schwab Strategic Tr | FNDA | Shares | $428K | 13K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $383K | 588 |
| Innovator Etfs Trust | PJUL | Shares | $380K | 8K |
| Innovator Etfs Trust | POCT | Shares | $374K | 9K |
| Innovator Etfs Trust | PAPR | Shares | $374K | 9K |
| First Tr Exchange-Traded Fd | NXTG | Shares | $361K | 3K |
| Vaneck Etf Trust | SMH | Shares | $350K | 913 |
| Dimensional Etf Trust | DFAU | Shares | $342K | 8K |
| Sunoco Lp/Sunoco Fin Corp | SUN | Shares | $304K | 5K |
| Doordash Inc | DASH | Shares | $300K | 2K |
| Applied Matls Inc | AMAT | Shares | $292K | 855 |
| Innovator Etfs Trust | IDEC | Shares | $262K | 8K |
| Dimensional Etf Trust | DFAE | Shares | $258K | 8K |
| Invesco Qqq Tr | QQQ | Shares | $239K | 414 |
| Ishares Tr | IQLT | Shares | $215K | 5K |
| Ishares Tr | SOXX | Shares | $213K | 647 |
| Invesco Exchange Traded Fd T | PID | Shares | $208K | 9K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.