Q3 2026 13F · SEC CIK 2055985

Riverchase Wealth Management, LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $206.0M
Reported positions: 79
Holdings vs S&P 500, 3 yrs: —
Assets under management: $251.5M

Riverchase Wealth Management, LLC is a wealth manager that reported 79 positions worth $206.0M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Dfa Invt Dimensions Group in (DCOR, 13.9%), J P Morgan Exchange Traded F (JCPB, 9.4%), Pimco ETF Tr (PYLD, 9.2%).

Riverchase Wealth Management, LLC holdings largest 50 of 79 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Riverchase Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DCORDfa Invt Dimensions Group in	13.9%	—	346,989	—	$28.7M
JCPBJ P Morgan Exchange Traded F	9.4%	8.8%	432,567	+7.2%	$19.4M
PYLDPimco ETF Tr	9.2%	8.5%	744,802	+7.7%	$18.9M
DFICDimensional ETF Trust	8.6%	8.0%	468,797	+2.2%	$17.6M
DFCFDimensional ETF Trust	8.6%	8.0%	439,112	+7.5%	$17.6M
DFACDimensional ETF Trust	8.1%	7.9%	376,637	-2.0%	$16.7M
AVUSAvantis U.S. Equity ETF	2.6%	2.4%	42,526	+5.4%	$5.4M
DFEMDimensional ETF Trust	2.5%	2.4%	131,146	+3.0%	$5.2M
VOOVanguard Index Fds	2.4%	2.3%	7,042	-0.7%	$4.9M
SPYVState Street Spdr Portfolio S&p 500 Valu	1.4%	1.3%	47,549	+0.0%	$2.9M
VEAVanguard Ftse Developed Markets Index Fu	1.4%	1.3%	40,253	+0.0%	$2.8M
IBDSIshares Tr	1.4%	1.3%	117,182	+4.6%	$2.8M
FNDXSchwab Strategic Tr	1.3%	1.2%	85,748	+0.0%	$2.7M
HELOJ P Morgan Exchange Traded F	1.3%	1.0%	38,561	+16.8%	$2.7M
IBDRIshares Tr	1.3%	1.2%	109,937	+1.3%	$2.7M
PFEBInnovator Etfs Trust	1.2%	1.1%	55,663	+0.0%	$2.5M
VTVVanguard Index Fds	1.2%	1.1%	11,180	+0.0%	$2.4M
IBDTIshares Ibonds Dec 2028 Term Corporate E	1.0%	0.9%	83,668	+7.4%	$2.1M
WFCWells Fargo & Co	1.0%	0.9%	24,693	+1.9%	$2.0M
PXFInvesco Exch Traded Fd Tr II	0.9%	0.9%	25,378	+0.0%	$1.9M
AVDEAvantis International Equity ETF	0.8%	0.7%	18,666	+10.8%	$1.7M
SCHBSchwab Strategic Tr	0.8%	0.8%	57,249	+0.0%	$1.7M
PAAAPgim ETF Tr	0.8%	0.8%	32,275	+1.6%	$1.7M
PJUNInnovator Etfs Trust	0.7%	0.7%	35,059	+3.0%	$1.5M
DFIVDimensional ETF Trust	0.7%	0.7%	27,459	-0.0%	$1.5M
IBTGIshares Tr	0.7%	0.7%	62,980	+3.3%	$1.4M
IJRIshares Tr	0.7%	0.7%	9,975	+0.0%	$1.4M
DFAIDimensional ETF Trust	0.6%	0.6%	31,543	+9.8%	$1.3M
IBTHIshares Tr	0.6%	0.5%	58,278	+19.7%	$1.3M
ABBVAbbvie Inc	0.6%	0.6%	4,952	+0.7%	$1.3M
UJULInnovator Etfs Trust	0.6%	—	27,942	—	$1.2M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	2,243	+0.4%	$1.1M
QUALIshares Tr	0.5%	0.5%	4,964	-0.2%	$1.1M
FNDFSchwab Strategic Tr	0.5%	0.5%	19,318	-2.5%	$1.0M
PJULInnovator Etfs Trust	0.5%	—	20,240	—	$1.0M
MSFTMicrosoft Corp	0.5%	0.3%	1,857	+4.0%	$953K
HEGDSwan Hedged	0.5%	0.4%	35,228	+2.9%	$946K
EEMVIshares Inc	0.5%	0.4%	12,718	+0.0%	$942K
MGCVanguard World Fd	0.4%	0.4%	3,195	+0.0%	$902K
DIHPDimensional International High Profitabi	0.4%	0.4%	26,681	+0.0%	$899K
IJHIshares Tr	0.4%	0.4%	12,280	+0.0%	$884K
ABTAbbott Laboratories	0.4%	0.4%	8,768	+0.7%	$867K
ACNAccenture PLC Ireland	0.4%	—	4,621	—	$847K
IBTIIshares Ibonds Dec 2028 Term Treasury Et	0.4%	0.3%	36,454	+22.4%	$799K
PAPRInnovator Etfs Trust	0.4%	0.4%	17,967	+0.0%	$776K
AVLVAmerican Centy ETF Tr	0.4%	0.4%	8,431	+0.0%	$763K
MINTPimco Enhanced Short Maturity Active Exc	0.4%	0.3%	7,376	+16.5%	$742K
FNDESchwab Strategic Tr	0.3%	0.3%	17,041	+0.0%	$714K
HYDBIshares Tr	0.3%	0.3%	15,382	+6.1%	$692K
EELVInvesco Exch Traded Fd Tr II	0.3%	0.3%	24,303	+0.0%	$680K

What Riverchase Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

IBTI Ishares Ibonds Dec 2028 Term Treasury Et+22.4% shares
IBTH Ishares Tr+19.7% shares
HELO J P Morgan Exchange Traded F+16.8% shares
MINT Pimco Enhanced Short Maturity Active Exc+16.5% shares
AVDE Avantis International Equity ETF+10.8% shares
DFAI Dimensional ETF Trust+9.8% shares
PYLD Pimco ETF Tr+7.7% shares
DFCF Dimensional ETF Trust+7.5% shares

Reduced

No position shrank by more than 5%.

Left the top 50

DCOR Dimensional US Core Equity 1 ETFwas 12.6%
DUHP Dimensional ETF Trustwas 7.2%
DFSV Dimensional US Small Capwas 0.6%
KDP Keurig Dr Pepper Incwas 0.3%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$206.0M	79
Q2 2026	$214.6M	79
Q1 2026	$191.9M	73
Q4 2025	$184.1M	73
Q3 2025	$176.6M	73
Q2 2025	$157.6M	68
Q1 2025	$142.8M	66
Q4 2024	$133.7M	65

Questions about Riverchase Wealth Management, LLC's portfolio

What stocks does Riverchase Wealth Management, LLC own?

Riverchase Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 79 positions worth $206.0M. The largest are Dfa Invt Dimensions Group in (DCOR) at 13.9%, J P Morgan Exchange Traded F (JCPB) at 9.4%, Pimco ETF Tr (PYLD) at 9.2%, Dimensional ETF Trust (DFIC) at 8.6% and Dimensional ETF Trust (DFCF) at 8.6%.

What did Riverchase Wealth Management, LLC buy last quarter?

In Q3 2026, Riverchase Wealth Management, LLC added Ishares Ibonds Dec 2028 Term Treasury Et (IBTI) (+22.4% shares), Ishares Tr (IBTH) (+19.7% shares) and J P Morgan Exchange Traded F (HELO) (+16.8% shares), compared with its Q2 2026 filing.

What did Riverchase Wealth Management, LLC sell last quarter?

In Q3 2026, Riverchase Wealth Management, LLC cut from its top 50 Dimensional US Core Equity 1 ETF (DCOR), cut from its top 50 Dimensional ETF Trust (DUHP), cut from its top 50 Dimensional US Small Cap (DFSV) and cut from its top 50 Keurig Dr Pepper Inc (KDP), compared with its Q2 2026 filing.

When is Riverchase Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Riverchase Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Riverchase Wealth Management, LLC manage?

Riverchase Wealth Management, LLC reported $251.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $206.0M.