RIVERCHASE WEALTH MANAGEMENT, LLC

Est. AUM

$191.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$22.9M	317331	11.92%	SOLE
2	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$18.4M	391521	9.60%	SOLE
3	PIMCO ETF TR	MULTISECTOR BD	$17.1M	653106	8.92%	SOLE
4	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$16.7M	394689	8.68%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$16.0M	451223	8.35%	SOLE
6	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$15.5M	400075	8.10%	SOLE
7	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$13.1M	357127	6.84%	SOLE
8	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$4.4M	126761	2.28%	SOLE
9	AMERICAN CENTY ETF TR	US EQT ETF	$4.3M	38926	2.26%	SOLE
10	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.3M	7120	2.22%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$2.7M	47549	1.40%	SOLE
12	ISHARES TR	IBONDS 27 ETF	$2.7M	110707	1.40%	SOLE
13	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.6M	40613	1.36%	SOLE
14	ISHARES TR	IBONDS DEC2026	$2.5M	105124	1.33%	SOLE
15	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$2.4M	86052	1.25%	SOLE
16	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.2M	55663	1.16%	SOLE
17	VANGUARD INDEX FDS	VALUE ETF	$2.2M	11180	1.14%	SOLE
18	WELLS FARGO & CO	COM	$1.9M	24276	1.01%	SOLE
19	INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$1.8M	25378	0.92%	SOLE
20	ISHARES TR	IBDS DEC28 ETF	$1.8M	69169	0.91%	SOLE
21	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$1.7M	26914	0.90%	SOLE
22	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.4M	57249	0.75%	SOLE
23	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.4M	16580	0.73%	SOLE
24	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.4M	26420	0.73%	SOLE
25	ISHARES TR	IBONDS 26 TRM TS	$1.3M	58501	0.70%	SOLE
26	ISHARES TR	CORE S&P SCP ETF	$1.2M	9975	0.65%	SOLE
27	PGIM ETF TR	AAA CLO ETF	$1.1M	22458	0.60%	SOLE
28	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.1M	27250	0.59%	SOLE
29	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.1M	28432	0.58%	SOLE
30	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.1M	31359	0.57%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	2234	0.56%	SOLE
32	ISHARES TR	MSCI USA QLT FCT	$1.1M	5553	0.55%	SOLE
33	ISHARES TR	IBONDS 27 TRM TS	$1.1M	46994	0.55%	SOLE
34	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$974K	19908	0.51%	SOLE
35	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$860K	26681	0.45%	SOLE
36	ISHARES TR	CORE S&P MCP ETF	$829K	12280	0.43%	SOLE
37	ISHARES INC	MSCI EMERG MRKT	$823K	12718	0.43%	SOLE
38	LISTED FDS TR	SWAN HEDGED EQTY	$810K	32787	0.42%	SOLE
39	VANGUARD WORLD FD	MEGA CAP INDEX	$755K	3195	0.39%	SOLE
40	ISHARES TR	HIGH YLD SYSTM B	$701K	15063	0.37%	SOLE
41	INVESCO EXCH TRADED FD TR II	S&P EMRNG MKTS	$682K	24303	0.36%	SOLE
42	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$680K	8431	0.35%	SOLE
43	MICROSOFT CORP	COM	$676K	1826	0.35%	SOLE
44	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$652K	17041	0.34%	SOLE
45	INNOVATOR ETFS TRUST	US EQT ULTRA BF	$623K	15684	0.32%	SOLE
46	PIMCO ETF TR	ENHAN SHRT MA AC	$615K	6118	0.32%	SOLE
47	ISHARES TR	IBONDS 28 TRM TS	$583K	26174	0.30%	SOLE
48	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$581K	14731	0.30%	SOLE
49	KEURIG DR PEPPER INC	COM	$572K	21740	0.30%	SOLE
50	EXXON MOBIL CORP	COM	$531K	3132	0.28%	SOLE

1–50 of 73

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.