Riverchase Wealth Management, LLC Top Holdings and 13F Report (2025) About Riverchase Wealth Management, LLCInvestment ActivityRiverchase Wealth Management, LLC has $142.82 million in total holdings as of March 31, 2025.Riverchase Wealth Management, LLC owns shares of 66 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 15.78% of the portfolio was purchased this quarter.About 9.07% of the portfolio was sold this quarter.This quarter, Riverchase Wealth Management, LLC has purchased 65 new stocks and bought additional shares in 19 stocks.Riverchase Wealth Management, LLC sold shares of 24 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $15,737,156JPMorgan Core Plus Bond ETF $15,138,109DIMENSIONAL ETF TRUST $14,636,625Dimensional Core Fixed Income ETF $13,305,605Dimensional International Core Equity 2 ETF $12,300,059 Largest New Holdings this Quarter 025072604 - Avantis Emerging Markets Equity ETF $281,475 Holding69344A834 - PGIM ETF TR $250,701 Holding45782C540 - Innovator U.S. Equity Power Buffer ETF - December $234,022 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 285,004 shares (about $7.51M)Dimensional US High Profitability ETF 171,222 shares (about $5.67M)DIMENSIONAL ETF TRUST 62,595 shares (about $3.84M)Innovator U.S. Equity Power Buffer ETF - February 47,385 shares (about $1.70M)Dimensional Core Fixed Income ETF 16,439 shares (about $691.42K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 264,778 shares (about $8.74M)Innovator U.S. Equity Power Buffer ETF - June 37,964 shares (about $1.41M)Dimensional US Core Equity Market ETF 29,031 shares (about $1.12M)Dimensional International Core Equity 2 ETF 13,033 shares (about $361.93K)iShares MSCI Intl Quality Factor ETF 3,530 shares (about $140.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRiverchase Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$15,737,156$8,735,027 ▼-35.7%477,02811.0%ETFJCPBJPMorgan Core Plus Bond ETF$15,138,109$289,013 ▲1.9%321,81410.6%ETFDIMENSIONAL ETF TRUST$14,636,625$3,838,945 ▲35.6%238,65410.2%US CORE EQUITY 1DFCFDimensional Core Fixed Income ETF$13,305,605$691,425 ▲5.5%316,3489.3%ETFDFICDimensional International Core Equity 2 ETF$12,300,059$361,927 ▼-2.9%442,9268.6%ETFPYLDPIMCO Multi Sector Bond Active ETF$9,375,123$7,509,858 ▲402.6%355,7926.6%ETFDUHPDimensional US High Profitability ETF$7,941,233$5,674,293 ▲250.3%239,6275.6%ETFVOOVanguard S&P 500 ETF$3,695,527$14,389 ▼-0.4%7,1912.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,302,804$195,009 ▲6.3%124,8232.3%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$2,574,933$14,747 ▲0.6%51,1611.8%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$2,434,149$108,881 ▼-4.3%47,6631.7%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$2,203,734$30,504 ▼-1.4%93,3391.5%ETFVEAVanguard FTSE Developed Markets ETF$2,188,028$29,278 ▼-1.3%43,0461.5%ETFVTVVanguard Value ETF$2,171,860$124,891 ▼-5.4%12,5731.5%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$2,005,637$68,433 ▲3.5%79,7471.4%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$1,993,849$1,697,331 ▲572.4%55,6631.4%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,799,554$183,899 ▲11.4%74,3311.3%ETFAVUSAvantis U.S. Equity ETF$1,729,908$320,466 ▲22.7%18,7261.2%ETFPXFInvesco FTSE RAFI Developed Markets ex-U.S. ETF$1,319,402$13,049 ▼-1.0%25,3780.9%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$1,308,650$83,244 ▲6.8%55,9970.9%ManufacturingBRK.BBerkshire Hathaway$1,271,2680.0%2,3870.9%FinanceSCHBSchwab US Broad Market ETF$1,232,5710.0%57,2490.9%ETFQUALiShares MSCI USA Quality Factor ETF$1,194,692$27,001 ▼-2.2%6,9910.8%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,129,762$372,880 ▲49.3%46,7230.8%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$1,047,142$114,929 ▲12.3%45,6470.7%ManufacturingIJRiShares Core S&P Small-Cap ETF$1,043,0860.0%9,9750.7%ETFPJUNInnovator U.S. Equity Power Buffer ETF - June$1,008,523$1,405,048 ▼-58.2%27,2500.7%ETFDIHPDimensional International High Profitability ETF$764,207$94,640 ▼-11.0%28,3670.5%ETFFNDFSchwab Fundamental International Large Company Index ETF$747,050$27,972 ▼-3.6%20,6710.5%ETFKDPKeurig Dr Pepper$743,9430.0%21,7400.5%Consumer StaplesEEMViShares MSCI Emerging Markets Min Vol Factor ETF$741,9680.0%12,7180.5%ETFDFAIDimensional International Core Equity Market ETF$732,413$656 ▲0.1%23,4520.5%ETFHEGDSwan Hedged Equity US Large Cap ETF$731,832$6,285 ▼-0.9%33,4170.5%ETFIJHiShares Core S&P Mid-Cap ETF$716,5380.0%12,2800.5%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$671,5590.0%25,1050.5%ETFMSFTMicrosoft$670,2100.0%1,7850.5%Computer and TechnologyIBTHiShares iBonds Dec 2027 Term Treasury ETF$669,394$256,754 ▲62.2%29,8570.5%ManufacturingMGCVanguard Mega Cap ETF$643,4090.0%3,1950.5%ETFEELVInvesco S&P Emerging Markets Low Volatility ETF$590,135$1,967 ▼-0.3%24,3030.4%ETFHYDBiShares High Yield Bond Factor ETF$570,976$221,986 ▲63.6%12,1250.4%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$564,780$62,740 ▼-10.0%18,3370.4%ETFDFSVDimensional US Small Cap Value ETF$549,6570.0%19,5260.4%ETFDFIVDimensional International Value ETF$527,227$229,233 ▲76.9%13,3950.4%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$491,4930.0%19,2290.3%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$469,821$47,686 ▼-9.2%17,1530.3%ETFIQLTiShares MSCI Intl Quality Factor ETF$458,578$140,106 ▼-23.4%11,5540.3%ETFAVDEAvantis International Equity ETF$440,961$30,087 ▼-6.4%6,6540.3%ETFDGROiShares Core Dividend Growth ETF$422,2660.0%6,8350.3%ETFAVLVAvantis U.S. Large Cap Value ETF$421,5830.0%6,4650.3%ETFDOORDASH INC$365,5400.0%2,0000.3%CL AXOMExxon Mobil$340,2590.0%2,8610.2%EnergyDFAUDimensional US Core Equity Market ETF$318,031$1,116,011 ▼-77.8%8,2730.2%ETFUSEPInnovator U.S. Equity Ultra Buffer ETF - September$300,032$14,625 ▼-4.6%8,7190.2%ETFAVEMAvantis Emerging Markets Equity ETF$281,475$281,475 ▲New Holding4,6780.2%ETFNXTGFirst Trust Indxx NextG ETF$273,8430.0%3,2270.2%ManufacturingPSEPInnovator U.S. Equity Power Buffer ETF - September$261,3800.0%6,8050.2%ETFADPAutomatic Data Processing$260,617$12,221 ▼-4.5%8530.2%Business ServicesPGIM ETF TR$250,701$250,701 ▲New Holding4,8860.2%AAA CLO ETFPDECInnovator U.S. Equity Power Buffer ETF - December$234,022$234,022 ▲New Holding6,2240.2%ETFUFPTUFP Technologies$231,7650.0%1,1490.2%IndustrialsMOATVanEck Morningstar Wide Moat ETF$227,216$48,840 ▼-17.7%2,5820.2%ETFJEPIJPMorgan Equity Premium Income ETF$217,779$3,600 ▲1.7%3,8110.2%ETFSPGPInvesco S&P 500 GARP ETF$211,7460.0%2,1200.1%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$206,199$17,419 ▼-7.8%5,5400.1%ETFAGYSAgilysys$203,8370.0%2,8100.1%Computer and TechnologyORCLOracle$203,004$22,509 ▼-10.0%1,4520.1%Computer and TechnologyPIDInvesco International Dividend Achievers ETF$0$237,298 ▼-100.0%00.0%ManufacturingPMARInnovator U.S. Equity Power Buffer ETF - March$0$220,482 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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