§ 13F · FUND PROFILE
RIVERCHASE WEALTH MANAGEMENT, LLC.
AUM · $215M (13F)Positions · 79Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DCOR | DIMENSIONAL ETF TRUST | 330K | $27M | 12.6% | +4% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 404K | $19M | 8.8% | +3% |
| 3 | PYLD | PIMCO ETF TR | 691K | $18M | 8.5% | +6% |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 408K | $17M | 8.0% | +3% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 459K | $17M | 8.0% | +2% |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 384K | $17M | 7.9% | −4% |
| 7 | DUHP | DIMENSIONAL ETF TRUST | 369K | $15M | 7.2% | +3% |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 127K | $5M | 2.4% | ±0% |
| 9 | AVUS | AMERICAN CENTY ETF TR | 40K | $5M | 2.4% | +4% |
| 10 | VOO | VANGUARD INDEX FDS | 7K | $5M | 2.3% | ±0% |
§ 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 $215 million in assets. The fund runs a portfolio of 79 positions.
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