Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional ETF TrustUS COR EQU 1 ETF | US COR EQU 1 ETF | $27M | 12.6% |
| J P Morgan Exchange Traded FCORE PLUS BD ETF | CORE PLUS BD ETF | $18.9M | 8.8% |
| Pimco ETF TRMULTISECTOR BD | MULTISECTOR BD | $18.3M | 8.5% |
| Dimensional ETF TrustCORE FIXE IN ETF | CORE FIXE IN ETF | $17.2M | 8.0% |
| Dimensional ETF TrustINTL CORE EQUITY | INTL CORE EQUITY | $17.1M | 8.0% |
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $17M | 7.9% |
| Dimensional ETF TrustUS HIGH PROF ETF | US HIGH PROF ETF | $15.4M | 7.2% |
| Dimensional ETF TrustEMERGING MKTS CO | EMERGING MKTS CO | $5.17M | 2.4% |
| American Centy ETF TRUS EQT ETF | US EQT ETF | $5.17M | 2.4% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $4.87M | 2.3% |
| SPDR Series TrustST STR P500VAL | ST STR P500VAL | $2.89M | 1.3% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $2.87M | 1.3% |
| iShares TRIBONDS 27 ETF | IBONDS 27 ETF | $2.71M | 1.3% |
| Schwab Strategic TRFUNDAMENTAL US L | FUNDAMENTAL US L | $2.67M | 1.2% |
| iShares TRIBONDS DEC2026 | IBONDS DEC2026 | $2.63M | 1.2% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $2.44M | 1.1% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $2.4M | 1.1% |
| J P Morgan Exchange Traded FHEDG EQU LAD ETF | HEDG EQU LAD ETF | $2.23M | 1.0% |
| Wells Fargo & COCOM | COM | $2M | 0.9% |
| iShares TRIBDS DEC28 ETF | IBDS DEC28 ETF | $1.97M | 0.9% |
| Invesco Exch Traded FD TR IIRAFI DVLPD MRKTS | RAFI DVLPD MRKTS | $1.92M | 0.9% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $1.66M | 0.8% |
| Pgim ETF TRAAA CLO ETF | AAA CLO ETF | $1.63M | 0.8% |
| American Centy ETF TRINTL EQT ETF | INTL EQT ETF | $1.5M | 0.7% |
| Dimensional ETF TrustINTERNATNAL VAL | INTERNATNAL VAL | $1.48M | 0.7% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $1.48M | 0.7% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $1.47M | 0.7% |
| iShares TRIBONDS 26 TRM TS | IBONDS 26 TRM TS | $1.4M | 0.7% |
| Abbvie Inc.COM | COM | $1.24M | 0.6% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $1.21M | 0.6% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $1.18M | 0.6% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $1.12M | 0.5% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $1.09M | 0.5% |
| iShares TRIBONDS 27 TRM TS | IBONDS 27 TRM TS | $1.09M | 0.5% |
| Schwab Strategic TRFUNDAMENTAL INTL | FUNDAMENTAL INTL | $1.05M | 0.5% |
| iShares Inc.MSCI EMERG MRKT | MSCI EMERG MRKT | $957K | 0.4% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $947K | 0.4% |
| Listed Fds TRSWAN HEDGED EQTY | SWAN HEDGED EQTY | $913K | 0.4% |
| Dimensional ETF TrustINTL HIGH PROFIT | INTL HIGH PROFIT | $910K | 0.4% |
| Vanguard World FDMEGA CAP INDEX | MEGA CAP INDEX | $874K | 0.4% |
| Abbott LaboratoriesCOM | COM | $790K | 0.4% |
| American Centy ETF TRUS LARGE CAP VLU | US LARGE CAP VLU | $769K | 0.4% |
| Innovator ETFS TrustUS EQT PWR BUF | US EQT PWR BUF | $758K | 0.4% |
| Keurig DR Pepper Inc.COM | COM | $712K | 0.3% |
| iShares TRHIGH YLD SYSTM B | HIGH YLD SYSTM B | $678K | 0.3% |
| Schwab Strategic TRFUND EM EQUI ETF | FUND EM EQUI ETF | $676K | 0.3% |
| Invesco Exch Traded FD TR IIS&P EMRNG MKTS | S&P EMRNG MKTS | $676K | 0.3% |
| Microsoft Corp.COM | COM | $666K | 0.3% |
| iShares TRIBONDS 28 TRM TS | IBONDS 28 TRM TS | $660K | 0.3% |
| Pimco ETF TRENHAN SHRT MA AC | ENHAN SHRT MA AC | $638K | 0.3% |
Dimensional ETF TrustUS COR EQU 1 ETF$27M
- Class
- US COR EQU 1 ETF
- Share
- 12.6%
J P Morgan Exchange Traded FCORE PLUS BD ETF$18.9M
- Class
- CORE PLUS BD ETF
- Share
- 8.8%
Pimco ETF TRMULTISECTOR BD$18.3M
- Class
- MULTISECTOR BD
- Share
- 8.5%
Dimensional ETF TrustCORE FIXE IN ETF$17.2M
- Class
- CORE FIXE IN ETF
- Share
- 8.0%
Dimensional ETF TrustINTL CORE EQUITY$17.1M
- Class
- INTL CORE EQUITY
- Share
- 8.0%
Dimensional ETF TrustUS COR EQU 2 ETF$17M
- Class
- US COR EQU 2 ETF
- Share
- 7.9%
Dimensional ETF TrustUS HIGH PROF ETF$15.4M
- Class
- US HIGH PROF ETF
- Share
- 7.2%
Dimensional ETF TrustEMERGING MKTS CO$5.17M
- Class
- EMERGING MKTS CO
- Share
- 2.4%
American Centy ETF TRUS EQT ETF$5.17M
- Class
- US EQT ETF
- Share
- 2.4%
Vanguard Index FdsS&P 500 ETF SHS$4.87M
- Class
- S&P 500 ETF SHS
- Share
- 2.3%
SPDR Series TrustST STR P500VAL$2.89M
- Class
- ST STR P500VAL
- Share
- 1.3%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$2.87M
- Class
- VAN FTSE DEV MKT
- Share
- 1.3%
iShares TRIBONDS 27 ETF$2.71M
- Class
- IBONDS 27 ETF
- Share
- 1.3%
Schwab Strategic TRFUNDAMENTAL US L$2.67M
- Class
- FUNDAMENTAL US L
- Share
- 1.2%
iShares TRIBONDS DEC2026$2.63M
- Class
- IBONDS DEC2026
- Share
- 1.2%
Vanguard Index FdsVALUE ETF$2.44M
- Class
- VALUE ETF
- Share
- 1.1%
Innovator ETFS TrustUS EQTY PWR BUF$2.4M
- Class
- US EQTY PWR BUF
- Share
- 1.1%
J P Morgan Exchange Traded FHEDG EQU LAD ETF$2.23M
- Class
- HEDG EQU LAD ETF
- Share
- 1.0%
Wells Fargo & COCOM$2M
- Class
- COM
- Share
- 0.9%
iShares TRIBDS DEC28 ETF$1.97M
- Class
- IBDS DEC28 ETF
- Share
- 0.9%
Invesco Exch Traded FD TR IIRAFI DVLPD MRKTS$1.92M
- Class
- RAFI DVLPD MRKTS
- Share
- 0.9%
Schwab Strategic TRUS BRD MKT ETF$1.66M
- Class
- US BRD MKT ETF
- Share
- 0.8%
Pgim ETF TRAAA CLO ETF$1.63M
- Class
- AAA CLO ETF
- Share
- 0.8%
American Centy ETF TRINTL EQT ETF$1.5M
- Class
- INTL EQT ETF
- Share
- 0.7%
Dimensional ETF TrustINTERNATNAL VAL$1.48M
- Class
- INTERNATNAL VAL
- Share
- 0.7%
iShares TRCORE S&P SCP ETF$1.48M
- Class
- CORE S&P SCP ETF
- Share
- 0.7%
Innovator ETFS TrustUS EQTY PWR BUF$1.47M
- Class
- US EQTY PWR BUF
- Share
- 0.7%
iShares TRIBONDS 26 TRM TS$1.4M
- Class
- IBONDS 26 TRM TS
- Share
- 0.7%
Abbvie Inc.COM$1.24M
- Class
- COM
- Share
- 0.6%
Dimensional ETF TrustUS SMALL CAP ETF$1.21M
- Class
- US SMALL CAP ETF
- Share
- 0.6%
Dimensional ETF TrustINTL CORE EQT MK$1.18M
- Class
- INTL CORE EQT MK
- Share
- 0.6%
Berkshire Hathaway Inc. DelCL B NEW$1.12M
- Class
- CL B NEW
- Share
- 0.5%
iShares TRMSCI USA QLT FCT$1.09M
- Class
- MSCI USA QLT FCT
- Share
- 0.5%
iShares TRIBONDS 27 TRM TS$1.09M
- Class
- IBONDS 27 TRM TS
- Share
- 0.5%
Schwab Strategic TRFUNDAMENTAL INTL$1.05M
- Class
- FUNDAMENTAL INTL
- Share
- 0.5%
iShares Inc.MSCI EMERG MRKT$957K
- Class
- MSCI EMERG MRKT
- Share
- 0.4%
iShares TRCORE S&P MCP ETF$947K
- Class
- CORE S&P MCP ETF
- Share
- 0.4%
Listed Fds TRSWAN HEDGED EQTY$913K
- Class
- SWAN HEDGED EQTY
- Share
- 0.4%
Dimensional ETF TrustINTL HIGH PROFIT$910K
- Class
- INTL HIGH PROFIT
- Share
- 0.4%
Vanguard World FDMEGA CAP INDEX$874K
- Class
- MEGA CAP INDEX
- Share
- 0.4%
Abbott LaboratoriesCOM$790K
- Class
- COM
- Share
- 0.4%
American Centy ETF TRUS LARGE CAP VLU$769K
- Class
- US LARGE CAP VLU
- Share
- 0.4%
Innovator ETFS TrustUS EQT PWR BUF$758K
- Class
- US EQT PWR BUF
- Share
- 0.4%
Keurig DR Pepper Inc.COM$712K
- Class
- COM
- Share
- 0.3%
iShares TRHIGH YLD SYSTM B$678K
- Class
- HIGH YLD SYSTM B
- Share
- 0.3%
Schwab Strategic TRFUND EM EQUI ETF$676K
- Class
- FUND EM EQUI ETF
- Share
- 0.3%
Invesco Exch Traded FD TR IIS&P EMRNG MKTS$676K
- Class
- S&P EMRNG MKTS
- Share
- 0.3%
Microsoft Corp.COM$666K
- Class
- COM
- Share
- 0.3%
iShares TRIBONDS 28 TRM TS$660K
- Class
- IBONDS 28 TRM TS
- Share
- 0.3%
Pimco ETF TRENHAN SHRT MA AC$638K
- Class
- ENHAN SHRT MA AC
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 79 positions by value, with holdings of the same security combined. The 79 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2055985
- File number
- 028-24948
- Options
- 0 call, 0 put
- In the 25 largest
- 83.5%
- Prior quarter
- $192M at 31 March 2026
- Positions opened
- 8
- Positions closed
- 2
Common questions
What are Riverchase Wealth Management’s 13F holdings worth?
$215 million across 79 positions for the quarter ended 30 June 2026.
What is Riverchase Wealth Management’s largest 13F holding?
DIMENSIONAL ETF TRUST (US COR EQU 1 ETF) was the largest position at $27 million, or 12.6% of reported 13F value, as of 30 June 2026.
How concentrated is Riverchase Wealth Management’s 13F portfolio?
The ten largest positions accounted for 68.2% of reported value and the twenty-five largest for 83.5%, across 79 positions as of 30 June 2026.
Does Form 13F show everything Riverchase Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Riverchase Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.