Riverchase Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Riverchase Wealth Management, LLC reported 65 stock positions worth $133.7 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 19.2% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 10.9%) and Dimensional Core Fixed (DFCF, 9.3%).
- Most Recent 13F
- Q2 2026
- Location
- Flower Mound, TX
- CIK
- 0002055985
- Portfolio Value
- $133.7M (Q4 2024)
- SEC Filing
- 0001667731-25-000242 ↗ filed Feb 12, 2025
Holdings Value
Holdings 65 stocks · $133.7M
| DFAC Dimensional US Core Equity 2 | 19.19% | 741,806 | $25.7M | — |
| JCPB JPMorgan Core Plus Bond ETF | 10.88% | 315,670 | $14.5M | — |
| DFCF Dimensional Core Fixed Inc. | 9.26% | 299,909 | $12.4M | — |
| DFIC Dimensional International Co. | 8.81% | 455,959 | $11.8M | — |
| DCOR Dimensional US Core Eq 1 ETF | 8.45% | 176,059 | $11.3M | — |
| VOO Vanguard S&P 500 ETF | 2.91% | 7,219 | $3.9M | — |
| DFEM Dimensional Emrg MRKT Core | 2.30% | 117,453 | $3.1M | — |
| USFR Wisdomtree Floating Rate Tre | 1.91% | 50,868 | $2.6M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 1.90% | 49,795 | $2.5M | — |
| PJUN Innovator U.S. Equity Power | 1.83% | 65,214 | $2.4M | — |
| DUHP Dimensional US High Profi Et | 1.73% | 68,405 | $2.3M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.68% | 13,296 | $2.3M | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.68% | 94,631 | $2.2M | — |
| VEA Vanguard Ftse Developed ETF | 1.56% | 43,622 | $2.1M | — |
| IBDQ iShares Ibonds Dec 2025 Term | 1.44% | 77,026 | $1.9M | — |
| PYLD PIMCO Multisector Bond Actv | 1.37% | 70,788 | $1.8M | — |
| IBDR iShares Ibonds Dec 2026 Term | 1.20% | 66,735 | $1.6M | — |
| DFAU Dimensional US Core Equity M | 1.13% | 37,304 | $1.5M | — |
| AVUS Avantis U.S. Equity ETF | 1.11% | 15,257 | $1.5M | — |
| SCHB Schwab US Broad Market ETF | 0.97% | 57,249 | $1.3M | — |
| QUAL iShares MSCI USA Quality Fac | 0.95% | 7,149 | $1.3M | — |
| PXF Invesco Rafi Developed Marke | 0.92% | 25,629 | $1.2M | — |
| IBTF iShares Ibonds Dec 2025 Term | 0.91% | 52,435 | $1.2M | — |
| IJR iShares Core S&P Small-Cap E | 0.86% | 9,975 | $1.1M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.81% | 2,387 | $1.1M | — |
| IBTG iShares Ibonds Dec 2026 Term | 0.69% | 40,637 | $927K | — |
| DIHP Dimensional International Hi | 0.60% | 31,880 | $804K | — |
| IJH iShares Core S&P Midcap ETF | 0.57% | 12,280 | $765K | — |
| HEGD Swan Hedged Equity US LG Cap | 0.56% | 33,704 | $755K | — |
| MSFT Microsoft Corp. | 0.56% | 1,785 | $753K | — |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.56% | 31,302 | $750K | — |
| EEMV iShares MSCI Emg MKT Min Vol | 0.55% | 12,718 | $738K | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.53% | 21,445 | $712K | — |
| KDP Keurig Dr Pepper Inc. | 0.52% | 21,740 | $698K | — |
| DFAI Dimensional International Co. | 0.51% | 23,431 | $684K | — |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.51% | 3,195 | $679K | — |
| IBMN iShares Ibonds Dec 2025 Term | 0.50% | 25,105 | $668K | — |
| DFSV Dimensional US Small Cap Val | 0.45% | 19,526 | $601K | — |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.44% | 20,374 | $592K | — |
| EELV Invesco S&P Emerging Markets | 0.43% | 24,384 | $571K | — |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.42% | 18,894 | $561K | — |
| IQLT iShares MSCI International Q | 0.42% | 15,084 | $560K | — |
| IBMO iShares Ibonds Dec 2026 Term | 0.37% | 19,229 | $490K | — |
| AVDE Avantis International Equity | 0.33% | 7,108 | $436K | — |
| AVLV Avantis US Large Cap Value | 0.32% | 6,465 | $432K | — |
| DGRO iShares Core Dividend Growth | 0.31% | 6,835 | $419K | — |
| IBTH iShares Ibonds Dec 2027 Term | 0.31% | 18,405 | $409K | — |
| AGYS Agilysys Inc. | 0.28% | 2,810 | $370K | — |
| HYDB iShares High Yield Systemati | 0.26% | 7,411 | $348K | — |
| DASH DoorDash Inc. Class A | 0.25% | 2,000 | $336K | — |
| USEP Innovator U.S. Equity Ultra | 0.24% | 9,144 | $322K | — |
| XOM Exxon Mobil Corp. | 0.23% | 2,861 | $308K | — |
| PFEB Innovator U.S. Equity Power | 0.23% | 8,278 | $305K | — |
| MOAT Vaneck Morningstar Wide Moat | 0.22% | 3,137 | $291K | — |
| UFPT Ufp Technologies Inc. | 0.21% | 1,149 | $281K | — |
| NXTG First Trust Indxx Nextg ETF | 0.21% | 3,227 | $275K | — |
| ORCL Oracle Corp. | 0.20% | 1,613 | $269K | — |
| DFIV Dimensional International Va | 0.20% | 7,571 | $269K | — |
| PSEP Innovator U.S. Equity Power | 0.20% | 6,805 | $266K | — |
| ADP Automatic Data Processing | 0.20% | 893 | $261K | — |
| PID Invesco International Divide | 0.18% | 12,960 | $237K | — |
| PNOV Innovator U.S. Equity Power | 0.17% | 6,008 | $228K | — |
| SPGP Invesco S&P 500 Garp ETF | 0.17% | 2,120 | $222K | — |
| PMAR Innovator U.S. Equity Power | 0.16% | 5,486 | $220K | — |
| JEPI JPMorgan Equity Premium Inco | 0.16% | 3,748 | $216K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 79 | $214.6M | DCOR, JCPB, PYLD, DFCF, DFIC |
| Q1 2026 | 73 | $191.9M | DCOR, JCPB, PYLD, DFCF, DFIC |
| Q4 2025 | 73 | $184.1M | DCOR, JCPB, DFAC, DFIC, DFCF |
| Q3 2025 | 73 | $176.6M | DCOR, JCPB, DFAC, DFCF, DFIC |
| Q2 2025 | 68 | $157.6M | DFAC, DCOR, JCPB, DFCF, DFIC |
| Q1 2025 | 66 | $142.8M | DFAC, JCPB, DCOR, DFCF, DFIC |
| Q4 2024 | 65 | $133.7M | DFAC, JCPB, DFCF, DFIC, DCOR |