StockDriftsStockDriftsTop 50 Riverchase Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DCOR | DIMENSIONAL ETF TRUST | 12.6% | 329.8K | $27.0M | +3.92%(+12.45K) | $65.85(+29.50%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 8.83% | 403.6K | $18.9M | +3.08%(+12.05K) | $47.16(-2.02%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 8.54% | 691.3K | $18.3M | +5.85%(+38.18K) | $26.35(-0.69%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 8.03% | 408.3K | $17.2M | +3.45%(+13.60K) | $42.23(-1.32%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 7.96% | 458.6K | $17.1M | +1.63%(+7.33K) | $27.24(+43.96%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 7.94% | 384.1K | $17.0M | -3.98%(-15.94K) | $34.44(+33.54%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 7.17% | 368.6K | $15.4M | +3.21%(+11.45K) | $34.49(+23.63%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.41% | 127.3K | $5.2M | +0.43%(+541) | $27.28(+44.44%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 2.41% | 40.3K | $5.2M | +3.62%(+1.41K) | $100.71(+30.56%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.27% | 7.1K | $4.9M | -0.39%(-28) | $533.45(+33.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.25% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.71% |
Riverchase Wealth Management LLC reports $214.58M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are DCOR (12.6%), JCPB (8.8%) and PYLD (8.5%). The top 20 holdings account for 79.73% of reported assets. Its disclosed equity book has returned +19.25% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Riverchase Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055985). View Riverchase Wealth Management LLC’s 13F filings on SEC