Riverchase Wealth Management, LLC Top Holdings and 13F Report (2025) About Riverchase Wealth Management, LLCInvestment ActivityRiverchase Wealth Management, LLC has $176.55 million in total holdings as of September 30, 2025.Riverchase Wealth Management, LLC owns shares of 73 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 9.03% of the portfolio was purchased this quarter.About 2.30% of the portfolio was sold this quarter.This quarter, Riverchase Wealth Management, LLC has purchased 68 new stocks and bought additional shares in 24 stocks.Riverchase Wealth Management, LLC sold shares of 14 stocks and completely divested from 4 stocks this quarter.Largest Holdings DIMENSIONAL ETF TRUST $19,945,763JPMorgan Core Plus Bond ETF $16,593,350Dimensional U.S. Core Equity 2 ETF $16,312,828Dimensional Core Fixed Income ETF $15,017,797Dimensional International Core Equity 2 ETF $14,772,579 Largest New Holdings this Quarter 949746101 - Wells Fargo & Company $2,481,323 Holding45782C656 - Innovator U.S. Equity Power Buffer ETF - September $463,173 Holding45782C813 - Innovator U.S. Equity Power Buffer ETF - July $450,938 Holding45782C649 - Innovator U.S. Equity Ultra Buffer ETF - September $400,467 Holding45782C797 - Innovator U.S. Equity Power Buffer ETF - October $373,893 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 41,755 shares (about $3.00M)Wells Fargo & Company 29,603 shares (about $2.48M)PIMCO Multi Sector Bond Active ETF 85,673 shares (about $2.30M)Dimensional US High Profitability ETF 38,131 shares (about $1.44M)JPMorgan Core Plus Bond ETF 19,676 shares (about $935.59K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 59,265 shares (about $2.29M)Berkshire Hathaway 291 shares (about $146.30K)WisdomTree Floating Rate Treasury Fund 2,769 shares (about $139.20K)Oracle 423 shares (about $118.96K)iShares MSCI USA Quality Factor ETF 599 shares (about $116.51K) 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 PortfolioSectorDIMENSIONAL ETF TRUST$19,945,763$3,003,850 ▲17.7%277,25611.3%US CORE EQUITY 1JCPBJPMorgan Core Plus Bond ETF$16,593,350$935,595 ▲6.0%348,9669.4%ETFDFACDimensional U.S. Core Equity 2 ETF$16,312,828$2,285,850 ▼-12.3%422,9419.2%ETFDFCFDimensional Core Fixed Income ETF$15,017,797$723,671 ▲5.1%351,2118.5%ETFDFICDimensional International Core Equity 2 ETF$14,772,579$160,245 ▲1.1%450,5218.4%ETFPYLDPIMCO Multi Sector Bond Active ETF$13,243,360$2,299,462 ▲21.0%493,4197.5%ETFDUHPDimensional US High Profitability ETF$12,249,060$1,440,206 ▲13.3%324,3076.9%ETFVOOVanguard S&P 500 ETF$4,380,967$16,534 ▲0.4%7,1542.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,128,991$99,321 ▲2.5%128,7492.3%ETFAVUSAvantis U.S. Equity ETF$3,429,811$656,113 ▲23.7%31,5531.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,630,8860.0%47,5491.5%ETFWFCWells Fargo & Company$2,481,323$2,481,323 ▲New Holding29,6031.4%FinanceVEAVanguard FTSE Developed Markets ETF$2,433,531$479 ▲0.0%40,6131.4%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$2,372,045$318,889 ▲15.5%97,6151.3%ETFFNDXSchwab Fundamental U.S. Large Company ETF$2,263,1680.0%86,0521.3%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$2,209,2640.0%55,6631.3%ETFVTVVanguard Value ETF$2,187,155$9,511 ▼-0.4%11,7281.2%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$2,091,299$23,502 ▼-1.1%83,0211.2%ETFUSFRWisdomTree Floating Rate Treasury Fund$2,083,038$139,198 ▼-6.3%41,4371.2%FinanceIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,834,360$377,806 ▲25.9%75,3641.0%ETFPXFInvesco RAFI Developed Markets ex-U.S. ETF$1,552,4990.0%25,3780.9%ETFSCHBSchwab US Broad Market ETF$1,471,8720.0%57,2490.8%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$1,378,465$23,505 ▼-1.7%58,9970.8%ManufacturingQUALiShares MSCI USA Quality Factor ETF$1,190,146$116,506 ▼-8.9%6,1190.7%ETFIJRiShares Core S&P Small-Cap ETF$1,185,3290.0%9,9750.7%ETFBRK.BBerkshire Hathaway$1,123,121$146,297 ▼-11.5%2,2340.6%FinancePJUNInnovator U.S. Equity Power Buffer ETF - June$1,121,3380.0%27,2500.6%ETFDFAIDimensional International Core Equity Market ETF$1,104,050$20,138 ▲1.9%30,3730.6%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$1,093,958$9,318 ▲0.9%47,6670.6%ManufacturingDFIVDimensional International Value ETF$1,013,671$226,449 ▲28.8%21,9790.6%ETFAVDEAvantis International Equity ETF$1,011,340$13,807 ▲1.4%12,8180.6%ETFMSFTMicrosoft$924,7320.0%1,7850.5%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$896,0410.0%28,1420.5%ETFFNDFSchwab Fundamental International Equity ETF$855,248$8,850 ▲1.0%19,9080.5%ETFHEGDSwan Hedged Equity US Large Cap ETF$832,7520.0%33,4170.5%ETFDIHPDimensional International High Profitability ETF$814,768$17,933 ▼-2.2%26,8060.5%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$811,7900.0%12,7180.5%ETFIJHiShares Core S&P Mid-Cap ETF$801,3930.0%12,2800.5%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$799,910$80,869 ▲11.2%35,5200.5%ManufacturingMGCVanguard Mega Cap ETF$779,8680.0%3,1950.4%ETFPGIM ETF TR$681,088$332,021 ▲95.1%13,2250.4%AAA CLO ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$676,5810.0%25,2550.4%ETFEELVInvesco S&P Emerging Markets Low Volatility ETF$646,8730.0%24,3030.4%ETFHYDBiShares High Yield Systematic Bond ETF$620,309$17,750 ▲2.9%12,9650.4%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$616,203$8,859 ▼-1.4%17,0410.3%ETFKDPKeurig Dr Pepper$554,5870.0%21,7400.3%Consumer StaplesAVLVAvantis U.S. Large Cap Value ETF$551,8500.0%7,6370.3%ETFDOORDASH INC$543,9800.0%2,0000.3%CL AIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$493,4160.0%19,2290.3%ETFJEPIJPMorgan Equity Premium Income ETF$481,854$3,540 ▲0.7%8,4390.3%ETFDGROiShares Core Dividend Growth ETF$465,3270.0%6,8350.3%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$463,173$463,173 ▲New Holding10,7840.3%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$450,938$450,938 ▲New Holding9,8890.3%ETFAVEMAvantis Emerging Markets Equity ETF$420,5410.0%5,5990.2%ETFFNDASchwab Fundamental U.S. Small Company ETF$411,561$6,481 ▼-1.6%13,2080.2%ETFUSEPInnovator U.S. Equity Ultra Buffer ETF - September$400,467$400,467 ▲New Holding10,3560.2%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$373,893$373,893 ▲New Holding8,6750.2%ETFDFAUDimensional US Core Equity Market ETF$363,581$15,971 ▼-4.2%7,9450.2%ETFNXTGFirst Trust Indxx NextG ETF$334,2690.0%3,2270.2%ManufacturingXOMExxon Mobil$322,5780.0%2,8610.2%EnergyIBDTiShares iBonds Dec 2028 Term Corporate ETF$307,006$307,006 ▲New Holding12,0300.2%ETFAGYSAgilysys$295,7530.0%2,8100.2%Computer and TechnologyORCLOracle$289,396$118,965 ▼-29.1%1,0290.2%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$267,526$19,002 ▼-6.6%6,0540.2%ETFSMHVanEck Semiconductor ETF$261,567$4,898 ▲1.9%8010.1%ManufacturingINNOVATOR ETFS TRUST$254,400$254,400 ▲New Holding7,9830.1%INNOVATOR INTERQQQInvesco QQQ$248,553$27,017 ▲12.2%4140.1%FinanceDFAEDimensional Emerging Core Equity Market ETF$240,448$3,941 ▲1.7%7,6260.1%ETFSUNSunoco$233,997$233,997 ▲New Holding4,6790.1%EnergyUFPTUFP Technologies$229,3400.0%1,1490.1%IndustrialsIBMInternational Business Machines$221,7780.0%7860.1%Computer and TechnologySPGPInvesco S&P 500 GARP ETF$207,925$7,385 ▼-3.4%1,8300.1%ETFUJULInnovator U.S. Equity Ultra Buffer ETF - July$200,643$200,643 ▲New Holding5,2650.1%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$0$363,485 ▼-100.0%00.0%ETFADPAutomatic Data Processing$0$263,065 ▼-100.0%00.0%Computer and TechnologyUMAYInnovator U.S. Equity Ultra Buffer ETF - May$0$259,414 ▼-100.0%00.0%ETFIAPRInnovator MSCI EAFE Power Buffer ETF - April$0$227,633 ▼-100.0%00.0%ETFShowing 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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