RIVERCHASE WEALTH MANAGEMENT, LLC
CIK: 0002055985SEC EDGAR →
Portfolio Value
$184.1M
Holdings
73
As of
Q4 2025
New Positions
73
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 293,569 | $21.6M | 11.74% |
| 2 | J P MORGAN EXCHANGE TRADED F | 364,224 | $17.2M | 9.37% |
| 3 | DIMENSIONAL ETF TRUST | 419,405 | $16.6M | 9.02% |
| 4 | DIMENSIONAL ETF TRUST | 453,246 | $15.6M | 8.48% |
| 5 | DIMENSIONAL ETF TRUST | 359,205 | $15.3M | 8.30% |
| 6 | PIMCO ETF TR | 551,660 | $14.7M | 7.99% |
| 7 | DIMENSIONAL ETF TRUST | 325,446 | $12.4M | 6.72% |
| 8 | VANGUARD INDEX FDS | 7,154 | $4.5M | 2.44% |
| 9 | DIMENSIONAL ETF TRUST | 129,386 | $4.3M | 2.32% |
| 10 | AMERICAN CENTY ETF TR | 36,891 | $4.1M | 2.24% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (73)
$21.6M · 294K shares
$17.2M · 364K shares
$16.6M · 419K shares
$15.6M · 453K shares
$15.3M · 359K shares
$14.7M · 552K shares
$12.4M · 325K shares
$4.5M · 7K shares
$4.3M · 129K shares
$4.1M · 37K shares
$2.7M · 48K shares
$2.6M · 109K shares
$2.5M · 105K shares
$2.5M · 41K shares
$2.5M · 27K shares
$2.3M · 86K shares
$2.3M · 56K shares
$2.1M · 11K shares
$1.7M · 66K shares
$1.7M · 25K shares
$1.5M · 57K shares
$1.4M · 61K shares
$1.4M · 27K shares
$1.3M · 25K shares
$1.3M · 16K shares
$1.3M · 25K shares
$1.2M · 10K shares
$1.2M · 31K shares
$1.1M · 27K shares
$1.1M · 2K shares
$1.1M · 6K shares
$1.0M · 47K shares
$1.0M · 31K shares
$900K · 20K shares
$864K · 2K shares
$848K · 27K shares
$826K · 33K shares
$814K · 13K shares
$810K · 12K shares
$802K · 3K shares
$666K · 24K shares
$652K · 9K shares
$651K · 14K shares
$614K · 17K shares
$608K · 22K shares
$585K · 26K shares
$533K · 14K shares
$529K · 21K shares
$485K · 8K shares
$474K · 7K shares
$471K · 11K shares
$459K · 10K shares
$452K · 2K shares
$431K · 6K shares
$416K · 13K shares
$407K · 10K shares
$381K · 9K shares
$373K · 8K shares
$347K · 3K shares
$344K · 3K shares
$291K · 810 shares
$263K · 3K shares
$260K · 8K shares
$254K · 414 shares
$248K · 8K shares
$245K · 5K shares
$232K · 786 shares
$219K · 855 shares
$217K · 979 shares
$211K · 5K shares
$205K · 9K shares
$204K · 5K shares
$200K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 60 | $176.8M | 96.0% |
| Unknown | 4 | $3.9M | 2.1% |
| Technology | 4 | $1.5M | 0.8% |
| Consumer Defensive | 1 | $608K | 0.3% |
| Energy | 2 | $589K | 0.3% |
| Communication Services | 1 | $452K | 0.2% |
| Healthcare | 1 | $217K | 0.1% |