Investor
RIVERCHASE WEALTH MANAGEMENT, LLC
CIK 0002055985 · filed 2026-04-20 · SEC filing
13F book
$191.9M
Positions
73
7 new · 7 sold
Largest name
11.9%
Dimensional Etf Trust
Est. mark
−$1.15M
Price effect on 66 names still held. Flow $8.95M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 317.3K | $22.9M | 11.9% | −$455.1K | Added$1.26M |
| J P Morgan Exchange Traded F | — | 391.5K | $18.4M | 9.6% | −$98.3K | Added$1.19M |
| Pimco Etf Tr | — | 653.1K | $17.1M | 8.9% | −$264.8K | Added$2.39M |
| Dimensional Etf Trust | — | 394.7K | $16.7M | 8.7% | −$122.1K | Added$1.38M |
| Dimensional Etf Trust | — | 451.2K | $16M | 8.4% | $482.8K | Cut$413.1K |
| Dimensional Etf Trust | — | 400.1K | $15.5M | 8.1% | −$292K | Cut−$1.06M |
| Dimensional Etf Trust | — | 357.1K | $13.1M | 6.8% | −$413.3K | Added$751.3K |
| Dimensional Etf Trust | — | 126.8K | $4.38M | 2.3% | $186.3K | Cut$99.5K |
| American Centy Etf Tr | — | 38.9K | $4.33M | 2.3% | −$22.1K | Added$204.1K |
| Vanguard Index Fds | — | 7.12K | $4.25M | 2.2% | −$211.2K | Cut−$232.5K |
| Spdr Series Trust | — | 47.5K | $2.69M | 1.4% | −$10.9K | Held |
| Ishares Tr | — | 110.7K | $2.68M | 1.4% | −$4.37K | Added$35K |
| Vanguard Tax-Managed Fds | — | 40.6K | $2.6M | 1.4% | $65.4K | Held |
| Ishares Tr | — | 105.1K | $2.55M | 1.3% | $1.05K | Cut−$2.7K |
| Schwab Strategic Tr | — | 86.1K | $2.4M | 1.2% | $55.1K | Held |
| Innovator Etfs Trust | — | 55.7K | $2.23M | 1.2% | −$34.4K | Held |
| Vanguard Index Fds | — | 11.2K | $2.19M | 1.1% | $58.2K | Held |
| Wells Fargo Co New | — | 24.3K | $1.93M | 1.0% | −$329.9K | Cut−$570.8K |
| Invesco Exch Traded Fd Tr Ii | — | 25.4K | $1.77M | 0.9% | $110.5K | Held |
| Ishares Tr | — | 69.2K | $1.75M | 0.9% | −$8.3K | Added$61.3K |
| J P Morgan Exchange Traded F | — | 26.9K | $1.72M | 0.9% | — | New |
| Schwab Strategic Tr | — | 57.2K | $1.44M | 0.7% | −$64.7K | Held |
| American Centy Etf Tr | — | 16.6K | $1.41M | 0.7% | $39.1K | Added$129K |
| Dimensional Etf Trust | — | 26.4K | $1.39M | 0.7% | $72.4K | Added$139.4K |
| Ishares Tr | — | 58.5K | $1.34M | 0.7% | $2.34K | Cut−$52.1K |
| Ishares Tr | — | 9.97K | $1.24M | 0.6% | $41.2K | Held |
| Pgim Etf Tr | — | 22.5K | $1.15M | 0.6% | −$1.79K | Cut−$138.8K |
| Innovator Etfs Trust | — | 27.3K | $1.14M | 0.6% | −$1.45K | Held |
| Dimensional Etf Trust | — | 28.4K | $1.11M | 0.6% | $24.2K | Cut−$57.9K |
| Dimensional Etf Trust | — | 31.4K | $1.1M | 0.6% | $66.9K | Added$75.4K |
| Berkshire Hathaway Inc Del | — | 2.23K | $1.07M | 0.6% | −$52.4K | Held |
| Ishares Tr | — | 5.55K | $1.07M | 0.6% | −$37.8K | Cut−$55.3K |
| Ishares Tr | — | 47K | $1.05M | 0.5% | −$1.86K | Added$8.99K |
| Schwab Strategic Tr | — | 19.9K | $974.1K | 0.5% | $74.1K | Held |
| Dimensional Etf Trust | — | 26.7K | $859.7K | 0.4% | $14.8K | Cut$10.8K |
| Ishares Tr | — | 12.3K | $829.3K | 0.4% | $18.8K | Held |
| Ishares Inc | — | 12.7K | $823.2K | 0.4% | $8.77K | Held |
| Listed Fds Tr | — | 32.8K | $809.8K | 0.4% | −$16.7K | Held |
| Vanguard World Fd | — | 3.19K | $755.1K | 0.4% | −$47.4K | Held |
| Ishares Tr | — | 15.1K | $700.7K | 0.4% | −$11.5K | Added$49K |
| Invesco Exch Traded Fd Tr Ii | — | 24.3K | $682.4K | 0.4% | $15.8K | Held |
| American Centy Etf Tr | — | 8.43K | $679.6K | 0.4% | $40.8K | Cut$26.9K |
| Microsoft Corp | MSFT | 1.83K | $676.1K | 0.4% | −$202.8K | Added−$188.3K |
| Schwab Strategic Tr | — | 17K | $652K | 0.3% | $37.5K | Held |
| Innovator Etfs Trust | — | 15.7K | $623.3K | 0.3% | — | New |
| Pimco Etf Tr | — | 6.12K | $615.3K | 0.3% | $604 | Added$352K |
| Ishares Tr | — | 26.2K | $583.2K | 0.3% | −$2.15K | Held |
| Dimensional Etf Trust | — | 14.7K | $581K | 0.3% | $20.2K | Added$47.4K |
| Keurig Dr Pepper Inc. | KDP | 21.7K | $572.4K | 0.3% | −$36.5K | Held |
| Exxon Mobil Corp | — | 3.13K | $531.4K | 0.3% | $141.1K | Added$187.1K |
| Ishares Tr | — | 20.7K | $529.8K | 0.3% | −$145 | Held |
| Innovator Etfs Trust | — | 11.8K | $527.1K | 0.3% | — | New |
| J P Morgan Exchange Traded F | — | 8.51K | $482.4K | 0.3% | −$4.73K | Added−$2.69K |
| Ishares Tr | — | 6.83K | $479.7K | 0.3% | $5.19K | Held |
| American Centy Etf Tr | — | 5.65K | $455K | 0.2% | $19.9K | Added$23.8K |
| Wisdomtree Tr | — | 8.7K | $437.9K | 0.2% | $174 | Cut−$940.4K |
| Schwab Strategic Tr | — | 13.2K | $428.3K | 0.2% | $12.2K | Held |
| Spdr S&P 500 Etf Tr | — | 588 | $382.5K | 0.2% | — | New |
| Innovator Etfs Trust | — | 8.26K | $379.6K | 0.2% | −$3.82K | Cut−$79.5K |
| Innovator Etfs Trust | — | 8.68K | $374K | 0.2% | −$7.03K | Held |
| Innovator Etfs Trust | — | 9.39K | $373.9K | 0.2% | — | New |
| First Tr Exchange-Traded Fd | — | 3.23K | $361.2K | 0.2% | $13.4K | Held |
| Vaneck Etf Trust | — | 913 | $349.9K | 0.2% | $18.9K | Added$58.3K |
| Dimensional Etf Trust | — | 7.58K | $342K | 0.2% | −$12.7K | Cut−$31.1K |
| Sunoco Lp/Sunoco Fin Corp | — | 4.68K | $304K | 0.2% | $58.8K | Held |
| DoorDash, Inc. | DASH | 2K | $300.3K | 0.2% | −$152.7K | Held |
| Applied Matls Inc | — | 855 | $292.3K | 0.2% | $72.5K | Held |
| Innovator Etfs Trust | — | 8.06K | $262.5K | 0.1% | — | New |
| Dimensional Etf Trust | — | 7.63K | $258.2K | 0.1% | $9.84K | Held |
| Invesco Qqq Tr | — | 414 | $239K | 0.1% | −$15.3K | Held |
| Ishares Tr | — | 4.66K | $215.3K | 0.1% | $3.63K | Held |
| Ishares Tr | — | 647 | $212.6K | 0.1% | — | New |
| Invesco Exchange Traded Fd T | — | 9.36K | $208.3K | 0.1% | $2.3K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.