§ 13F · FUND PROFILE
RIVERCHASE WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $157.6T (13F)Positions · 68Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DCOR | DIMENSIONAL ETF TRUST | 294K | $21.6T | 11.7% | +6% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 364K | $17.2T | 9.4% | +4% |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 419K | $16.6T | 9.0% | −1% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 453K | $15.6T | 8.5% | +1% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 359K | $15.3T | 8.3% | +2% |
| 6 | PYLD | PIMCO ETF TR | 552K | $14.7T | 8.0% | +12% |
| 7 | DUHP | DIMENSIONAL ETF TRUST | 325K | $12.4T | 6.7% | ±0% |
| 8 | VOO | VANGUARD INDEX FDS | 7K | $4.5T | 2.4% | ±0% |
| 9 | DFEM | DIMENSIONAL ETF TRUST | 129K | $4.3T | 2.3% | ±0% |
| 10 | AVUS | AMERICAN CENTY ETF TR | 37K | $4.1T | 2.2% | +17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIVERCHASE SIGNAL
AC read
RIVERCHASE WEALTH MANAGEMENT, LLC is a Other fund managing $157630.1 trillion in assets. The fund runs a portfolio of 68 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed