Holders — by stockHoldings — by fund
RIVERCHASE WEALTH MANAGEMENT, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002055985
$214.6M
disclosed book value
79
positions
12.6%
largest position share
Positions, as of 2026-06-30
top 79 of 79 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DCORDIMENSIONAL ETF TRUST | 329,785 | $27.0M | 12.6% |
| 2 | JCPBJ P MORGAN EXCHANGE TRADED F | 403,571 | $18.9M | 8.8% |
| 3 | PYLDPIMCO ETF TR | 691,288 | $18.3M | 8.5% |
| 4 | DFCFDIMENSIONAL ETF TRUST | 408,292 | $17.2M | 8% |
| 5 | DFICDIMENSIONAL ETF TRUST | 458,556 | $17.1M | 8% |
| 6 | DFACDIMENSIONAL ETF TRUST | 384,140 | $17.0M | 7.9% |
| 7 | DUHPDIMENSIONAL ETF TRUST | 368,577 | $15.4M | 7.2% |
| 8 | DFEMDIMENSIONAL ETF TRUST | 127,302 | $5.2M | 2.4% |
| 9 | AVUSAMERICAN CENTY ETF TR | 40,334 | $5.2M | 2.4% |
| 10 | VOOVANGUARD INDEX FDS | 7,092 | $4.9M | 2.3% |
| 11 | SPYVSPDR SERIES TRUST | 47,549 | $2.9M | 1.3% |
| 12 | VEAVANGUARD TAX-MANAGED FDS | 40,253 | $2.9M | 1.3% |
| 13 | IBDSISHARES TR | 112,074 | $2.7M | 1.3% |
| 14 | FNDXSCHWAB STRATEGIC TR | 85,748 | $2.7M | 1.2% |
| 15 | IBDRISHARES TR | 108,551 | $2.6M | 1.2% |
| 16 | VTVVANGUARD INDEX FDS | 11,180 | $2.4M | 1.1% |
| 17 | PFEBINNOVATOR ETFS TRUST | 55,663 | $2.4M | 1.1% |
| 18 | HELOJ P MORGAN EXCHANGE TRADED F | 33,015 | $2.2M | 1% |
| 19 | WFCWELLS FARGO & CO | 24,222 | $2.0M | 0.9% |
| 20 | IBDTISHARES TR | 77,898 | $2.0M | 0.9% |
| 21 | PXFINVESCO EXCH TRADED FD TR II | 25,378 | $1.9M | 0.9% |
| 22 | SCHBSCHWAB STRATEGIC TR | 57,249 | $1.7M | 0.8% |
| 23 | PAAAPGIM ETF TR | 31,773 | $1.6M | 0.8% |
| 24 | AVDEAMERICAN CENTY ETF TR | 16,849 | $1.5M | 0.7% |
| 25 | DFIVDIMENSIONAL ETF TRUST | 27,467 | $1.5M | 0.7% |
| 26 | IJRISHARES TR | 9,975 | $1.5M | 0.7% |
| 27 | PJUNINNOVATOR ETFS TRUST | 34,031 | $1.5M | 0.7% |
| 28 | IBTGISHARES TR | 60,957 | $1.4M | 0.7% |
| 29 | ABBVABBVIE INC | 4,919 | $1.2M | 0.6% |
| 30 | DFSVDIMENSIONAL ETF TRUST | 31,294 | $1.2M | 0.6% |
| 31 | DFAIDIMENSIONAL ETF TRUST | 28,724 | $1.2M | 0.6% |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,234 | $1.1M | 0.5% |
| 33 | QUALISHARES TR | 4,973 | $1.1M | 0.5% |
| 34 | IBTHISHARES TR | 48,669 | $1.1M | 0.5% |
| 35 | FNDFSCHWAB STRATEGIC TR | 19,818 | $1.0M | 0.5% |
| 36 | EEMVISHARES INC | 12,718 | $957,411 | 0.4% |
| 37 | IJHISHARES TR | 12,280 | $946,911 | 0.4% |
| 38 | HEGDLISTED FDS TR | 34,233 | $912,652 | 0.4% |
| 39 | DIHPDIMENSIONAL ETF TRUST | 26,681 | $910,489 | 0.4% |
| 40 | MGCVANGUARD WORLD FD | 3,195 | $874,248 | 0.4% |
| 41 | ABTABBOTT LABORATORIES | 8,704 | $789,801 | 0.4% |
| 42 | AVLVAMERICAN CENTY ETF TR | 8,431 | $768,992 | 0.4% |
| 43 | PAPRINNOVATOR ETFS TRUST | 17,967 | $758,207 | 0.4% |
| 44 | KDPKEURIG DR PEPPER INC | 21,740 | $711,550 | 0.3% |
| 45 | HYDBISHARES TR | 14,495 | $677,912 | 0.3% |
| 46 | FNDESCHWAB STRATEGIC TR | 17,041 | $676,187 | 0.3% |
| 47 | EELVINVESCO EXCH TRADED FD TR II | 24,303 | $675,623 | 0.3% |
| 48 | MSFTMICROSOFT CORP | 1,785 | $665,978 | 0.3% |
| 49 | IBTIISHARES TR | 29,788 | $659,506 | 0.3% |
| 50 | MINTPIMCO ETF TR | 6,331 | $638,228 | 0.3% |
| 51 | AMATAPPLIED MATLS INC | 855 | $618,352 | 0.3% |
| 52 | UMARINNOVATOR ETFS TRUST | 14,416 | $609,008 | 0.3% |
| 53 | AVEMAMERICAN CENTY ETF TR | 6,304 | $608,273 | 0.3% |
| 54 | SMHVANECK ETF TRUST | 913 | $598,583 | 0.3% |
| 55 | DISVDIMENSIONAL ETF TRUST | 14,755 | $592,118 | 0.3% |
| 56 | DGROISHARES TR | 6,835 | $518,025 | 0.2% |
| 57 | FNDASCHWAB STRATEGIC TR | 13,036 | $496,150 | 0.2% |
| 58 | NXTGFIRST TR EXCHANGE-TRADED FD | 3,227 | $494,833 | 0.2% |
| 59 | PMARINNOVATOR ETFS TRUST | 10,039 | $479,561 | 0.2% |
| 60 | IBMOISHARES TR | 18,214 | $467,009 | 0.2% |
| 61 | SOXXISHARES TR | 641 | $410,666 | 0.2% |
| 62 | PJULINNOVATOR ETFS TRUST | 8,258 | $403,073 | 0.2% |
| 63 | POCTINNOVATOR ETFS TRUST | 8,675 | $402,607 | 0.2% |
| 64 | DFAUDIMENSIONAL ETF TRUST | 7,597 | $392,677 | 0.2% |
| 65 | DFLVDIMENSIONAL ETF TRUST | 9,755 | $385,713 | 0.2% |
| 66 | DASHDOORDASH INC | 2,000 | $369,060 | 0.2% |
| 67 | ZJULINNOVATOR ETFS TRUST | 11,916 | $357,123 | 0.2% |
| 68 | DFAEDIMENSIONAL ETF TRUST | 7,926 | $318,704 | 0.1% |
| 69 | SUNSUNOCO LP/SUNOCO FIN CORP | 4,679 | $315,833 | 0.1% |
| 70 | QQQINVESCO QQQ TR | 414 | $304,992 | 0.1% |
| 71 | IBDUISHARES TR | 13,146 | $304,461 | 0.1% |
| 72 | IDECINNOVATOR ETFS TRUST | 8,045 | $276,090 | 0.1% |
| 73 | JEPIJ P MORGAN EXCHANGE TRADED F | 4,702 | $265,569 | 0.1% |
| 74 | UFPTUFP TECHNOLOGIES INC | 979 | $259,562 | 0.1% |
| 75 | USFRWISDOMTREE TR | 4,652 | $234,228 | 0.1% |
| 76 | IQLTISHARES TR | 4,658 | $230,804 | 0.1% |
| 77 | PSTPINNOVATOR ETFS TRUST | 6,237 | $229,428 | 0.1% |
| 78 | IBMINTERNATIONAL BUSINESS MACHS | 786 | $221,031 | 0.1% |
| 79 | PIDINVESCO EXCHANGE TRADED FD T | 9,362 | $207,836 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.