§ 13F · FUND PROFILE
RIVERCHASE WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $177M (13F)Positions · 73Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DCOR | DIMENSIONAL ETF TRUST | 317K | $23M | 11.9% | +8% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 392K | $18M | 9.6% | +7% |
| 3 | PYLD | PIMCO ETF TR | 653K | $17M | 8.9% | +18% |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 395K | $17M | 8.7% | +10% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 451K | $16M | 8.4% | ±0% |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 400K | $16M | 8.1% | −5% |
| 7 | DUHP | DIMENSIONAL ETF TRUST | 357K | $13M | 6.8% | +10% |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 127K | $4M | 2.3% | −2% |
| 9 | AVUS | AMERICAN CENTY ETF TR | 39K | $4M | 2.3% | +6% |
| 10 | VOO | VANGUARD INDEX FDS | 7K | $4M | 2.2% | ±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 $177 million in assets. The fund runs a portfolio of 73 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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