Riverchase Wealth Management, LLC 13F Holdings · Q2 2026
Riverchase Wealth Management, LLC reported 79 securities worth $214.58M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DCOR (12.60%), JCPB (8.83%), PYLD (8.54%). Among its top 25 positions this quarter: 15 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DCOR | DIMENSIONAL ETF TRUST | $27.0M | 12.60% | 329,785 | Added |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $18.9M | 8.83% | 403,571 | Added |
| 3 | PYLD | PIMCO ETF TR | $18.3M | 8.54% | 691,288 | Added |
| 4 | DFCF | DIMENSIONAL ETF TRUST | $17.2M | 8.03% | 408,292 | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $17.1M | 7.96% | 458,556 | Added |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $17.0M | 7.94% | 384,140 | Trimmed |
| 7 | DUHP | DIMENSIONAL ETF TRUST | $15.4M | 7.17% | 368,577 | Added |
| 8 | AVUS | AMERICAN CENTY ETF TR | $5.2M | 2.41% | 40,334 | Added |
| 9 | DFEM | DIMENSIONAL ETF TRUST | $5.2M | 2.41% | 127,302 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $4.9M | 2.27% | 7,092 | Trimmed |
| 11 | SPYV | SPDR SERIES TRUST | $2.9M | 1.35% | 47,549 | Hold |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $2.9M | 1.34% | 40,253 | Trimmed |
| 13 | IBDS | ISHARES TR | $2.7M | 1.26% | 112,074 | Added |
| 14 | FNDX | SCHWAB STRATEGIC TR | $2.7M | 1.24% | 85,748 | Trimmed |
| 15 | IBDR | ISHARES TR | $2.6M | 1.23% | 108,551 | Added |
| 16 | VTV | VANGUARD INDEX FDS | $2.4M | 1.14% | 11,180 | Hold |
| 17 | PFEB | INNOVATOR ETFS TRUST | $2.4M | 1.12% | 55,663 | Hold |
| 18 | HELO | J P MORGAN EXCHANGE TRADED F | $2.2M | 1.04% | 33,015 | Added |
| 19 | WFC | WELLS FARGO & CO | $2.0M | 0.93% | 24,222 | Trimmed |
| 20 | IBDT | ISHARES TR | $2.0M | 0.92% | 77,898 | Added |
| 21 | PXF | INVESCO EXCH TRADED FD TR II | $1.9M | 0.89% | 25,378 | Hold |
| 22 | SCHB | SCHWAB STRATEGIC TR | $1.7M | 0.77% | 57,249 | Hold |
| 23 | PAAA | PGIM ETF TR | $1.6M | 0.76% | 31,773 | Added |
| 24 | AVDE | AMERICAN CENTY ETF TR | $1.5M | 0.70% | 16,849 | Added |
| 25 | DFIV | DIMENSIONAL ETF TRUST | $1.5M | 0.69% | 27,467 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR