Filed: 4/20/2026ACC: 0002085853-26-000418
📋 What this filing means
RIVERCHASE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $191.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$191.92M
Total AUM (reported)
4.49M
Total Shares
Allocation by class
US CORE EQUITY 1$22.87M11.9%
CORE PLUS BD ETF$18.43M9.6%
MULTISECTOR BD$17.11M8.9%
CORE FIXED INCOM$16.66M8.7%
INTL CORE EQUITY$16.03M8.4%
US CORE EQUITY 2$15.55M8.1%
US HIGH PROFITAB$13.13M6.8%
Portfolio Concentration
Top 3$58.42M30.4%
4–10$74.33M38.7%
11–25$30.10M15.7%
Rest$29.07M15.1%
Top 3 weight
30.4%
Top 10 weight
69.2%
Voting Authority Distribution
Total shares with voting rights: 4.49M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.49M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings73
Rows:
DIMENSIONAL ETF TRUST
SOLEShares317.33K
TypeSH
Market value$22.87M
11.92%
Sole
0.00
Shared
0.00
None
317.33K
J P MORGAN EXCHANGE TRADED F
SOLEShares391.52K
TypeSH
Market value$18.43M
9.60%
Sole
0.00
Shared
0.00
None
391.52K
PIMCO ETF TR
SOLEShares653.11K
TypeSH
Market value$17.11M
8.92%
Sole
0.00
Shared
0.00
None
653.11K
DIMENSIONAL ETF TRUST
SOLEShares394.69K
TypeSH
Market value$16.66M
8.68%
Sole
0.00
Shared
0.00
None
394.69K
DIMENSIONAL ETF TRUST
SOLEShares451.22K
TypeSH
Market value$16.03M
8.35%
Sole
0.00
Shared
0.00
None
451.22K
DIMENSIONAL ETF TRUST
SOLEShares400.07K
TypeSH
Market value$15.55M
8.10%
Sole
0.00
Shared
0.00
None
400.07K
DIMENSIONAL ETF TRUST
SOLEShares357.13K
TypeSH
Market value$13.13M
6.84%
Sole
0.00
Shared
0.00
None
357.13K
DIMENSIONAL ETF TRUST
SOLEShares126.76K
TypeSH
Market value$4.38M
2.28%
Sole
0.00
Shared
0.00
None
126.76K
AMERICAN CENTY ETF TR
SOLEShares38.93K
TypeSH
Market value$4.33M
2.25%
Sole
0.00
Shared
0.00
None
38.93K
VANGUARD INDEX FDS
SOLEShares7.12K
TypeSH
Market value$4.25M
2.22%
Sole
0.00
Shared
0.00
None
7.12K
SPDR SERIES TRUST
SOLEShares47.55K
TypeSH
Market value$2.69M
1.40%
Sole
0.00
Shared
0.00
None
47.55K
ISHARES TR
SOLEShares110.71K
TypeSH
Market value$2.68M
1.40%
Sole
0.00
Shared
0.00
None
110.71K
VANGUARD TAX-MANAGED FDS
SOLEShares40.61K
TypeSH
Market value$2.60M
1.36%
Sole
0.00
Shared
0.00
None
40.61K
ISHARES TR
SOLEShares105.12K
TypeSH
Market value$2.55M
1.33%
Sole
0.00
Shared
0.00
None
105.12K
SCHWAB STRATEGIC TR
SOLEShares86.05K
TypeSH
Market value$2.40M
1.25%
Sole
0.00
Shared
0.00
None
86.05K
INNOVATOR ETFS TRUST
SOLEShares55.66K
TypeSH
Market value$2.23M
1.16%
Sole
0.00
Shared
0.00
None
55.66K
VANGUARD INDEX FDS
SOLEShares11.18K
TypeSH
Market value$2.19M
1.14%
Sole
0.00
Shared
0.00
None
11.18K
WELLS FARGO & CO
SOLEShares24.28K
TypeSH
Market value$1.93M
1.01%
Sole
0.00
Shared
0.00
None
24.28K
INVESCO EXCH TRADED FD TR II
SOLEShares25.38K
TypeSH
Market value$1.77M
0.92%
Sole
0.00
Shared
0.00
None
25.38K
ISHARES TR
SOLEShares69.17K
TypeSH
Market value$1.75M
0.91%
Sole
0.00
Shared
0.00
None
69.17K
J P MORGAN EXCHANGE TRADED F
SOLEShares26.91K
TypeSH
Market value$1.72M
0.90%
Sole
0.00
Shared
0.00
None
26.91K
SCHWAB STRATEGIC TR
SOLEShares57.25K
TypeSH
Market value$1.44M
0.75%
Sole
0.00
Shared
0.00
None
57.25K
AMERICAN CENTY ETF TR
SOLEShares16.58K
TypeSH
Market value$1.41M
0.73%
Sole
0.00
Shared
0.00
None
16.58K
DIMENSIONAL ETF TRUST
SOLEShares26.42K
TypeSH
Market value$1.39M
0.73%
Sole
0.00
Shared
0.00
None
26.42K
ISHARES TR
SOLEShares58.50K
TypeSH
Market value$1.34M
0.70%
Sole
0.00
Shared
0.00
None
58.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 317.33K | SH | $22.87M 11.92% | 0.00 | 0.00 | 317.33K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 391.52K | SH | $18.43M 9.60% | 0.00 | 0.00 | 391.52K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 653.11K | SH | $17.11M 8.92% | 0.00 | 0.00 | 653.11K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 394.69K | SH | $16.66M 8.68% | 0.00 | 0.00 | 394.69K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 451.22K | SH | $16.03M 8.35% | 0.00 | 0.00 | 451.22K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 400.07K | SH | $15.55M 8.10% | 0.00 | 0.00 | 400.07K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 357.13K | SH | $13.13M 6.84% | 0.00 | 0.00 | 357.13K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 126.76K | SH | $4.38M 2.28% | 0.00 | 0.00 | 126.76K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 38.93K | SH | $4.33M 2.25% | 0.00 | 0.00 | 38.93K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.12K | SH | $4.25M 2.22% | 0.00 | 0.00 | 7.12K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 47.55K | SH | $2.69M 1.40% | 0.00 | 0.00 | 47.55K |
ISHARES TRSOLE | IBONDS 27 ETF | 110.71K | SH | $2.68M 1.40% | 0.00 | 0.00 | 110.71K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 40.61K | SH | $2.60M 1.36% | 0.00 | 0.00 | 40.61K |
ISHARES TRSOLE | IBONDS DEC2026 | 105.12K | SH | $2.55M 1.33% | 0.00 | 0.00 | 105.12K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 86.05K | SH | $2.40M 1.25% | 0.00 | 0.00 | 86.05K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 55.66K | SH | $2.23M 1.16% | 0.00 | 0.00 | 55.66K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11.18K | SH | $2.19M 1.14% | 0.00 | 0.00 | 11.18K |
WELLS FARGO & COSOLE | COM | 24.28K | SH | $1.93M 1.01% | 0.00 | 0.00 | 24.28K |
INVESCO EXCH TRADED FD TR IISOLE | RAFI DVLPD MRKTS | 25.38K | SH | $1.77M 0.92% | 0.00 | 0.00 | 25.38K |
ISHARES TRSOLE | IBDS DEC28 ETF | 69.17K | SH | $1.75M 0.91% | 0.00 | 0.00 | 69.17K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 26.91K | SH | $1.72M 0.90% | 0.00 | 0.00 | 26.91K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 57.25K | SH | $1.44M 0.75% | 0.00 | 0.00 | 57.25K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 16.58K | SH | $1.41M 0.73% | 0.00 | 0.00 | 16.58K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 26.42K | SH | $1.39M 0.73% | 0.00 | 0.00 | 26.42K |
ISHARES TRSOLE | IBONDS 26 TRM TS | 58.50K | SH | $1.34M 0.70% | 0.00 | 0.00 | 58.50K |
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