Riverchase Wealth Management, LLC Top Holdings and 13F Report (2026) About Riverchase Wealth Management, LLCInvestment ActivityRiverchase Wealth Management, LLC has $191.92 million in total holdings as of March 31, 2026.Riverchase Wealth Management, LLC owns shares of 73 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 7.02% of the portfolio was purchased this quarter.About 2.34% of the portfolio was sold this quarter.This quarter, Riverchase Wealth Management, LLC has purchased 73 new stocks and bought additional shares in 20 stocks.Riverchase Wealth Management, LLC sold shares of 15 stocks and completely divested from 7 stocks this quarter.Largest Holdings DIMENSIONAL ETF TRUST $22,873,204JPMorgan Core Plus Bond ETF $18,432,790PIMCO Multi Sector Bond Active ETF $17,111,380Dimensional Core Fixed Income ETF $16,663,791Dimensional International Core Equity 2 ETF $16,031,968 Largest New Holdings this Quarter 46654Q724 - J P MORGAN EXCHANGE TRADED F $1,720,089 Holding45782C375 - Innovator U.S. Equity Ultra Buffer ETF - March $623,282 Holding45782C383 - Innovator U.S. Equity Power Buffer ETF - March $527,096 Holding78462F103 - SPDR S&P 500 ETF Trust $382,530 Holding45782C870 - Innovator U.S. Equity Power Buffer ETF - April $373,881 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 101,446 shares (about $2.66M)J P MORGAN EXCHANGE TRADED F 26,914 shares (about $1.72M)DIMENSIONAL ETF TRUST 23,762 shares (about $1.71M)Dimensional Core Fixed Income ETF 35,484 shares (about $1.50M)JPMorgan Core Plus Bond ETF 27,297 shares (about $1.29M) Largest Sales this Quarter WisdomTree Floating Rate Treasury Fund 18,692 shares (about $940.95K)Dimensional U.S. Core Equity 2 ETF 19,330 shares (about $751.16K)Wells Fargo & Company 2,585 shares (about $205.79K)PGIM ETF TR 2,673 shares (about $136.81K)Dimensional Emerging Markets Core Equity 2 ETF 2,625 shares (about $90.69K) 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$22,873,204$1,712,764 ▲8.1%317,33111.9%US CORE EQUITY 1JCPBJPMorgan Core Plus Bond ETF$18,432,790$1,285,141 ▲7.5%391,5219.6%ETFPYLDPIMCO Multi Sector Bond Active ETF$17,111,380$2,657,886 ▲18.4%653,1068.9%ETFDFCFDimensional Core Fixed Income ETF$16,663,791$1,498,136 ▲9.9%394,6898.7%ETFDFICDimensional International Core Equity 2 ETF$16,031,968$71,877 ▼-0.4%451,2238.4%ETFDFACDimensional U.S. Core Equity 2 ETF$15,546,923$751,164 ▼-4.6%400,0758.1%ETFDUHPDimensional US High Profitability ETF$13,127,976$1,164,592 ▲9.7%357,1276.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,379,587$90,694 ▼-2.0%126,7612.3%ETFAVUSAvantis U.S. Equity ETF$4,327,793$226,251 ▲5.5%38,9262.3%ETFVOOVanguard S&P 500 ETF$4,254,262$20,315 ▼-0.5%7,1202.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,690,3220.0%47,5491.4%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$2,683,533$39,414 ▲1.5%110,7071.4%ETFVEAVanguard FTSE Developed Markets ETF$2,602,4810.0%40,6131.4%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$2,548,206$3,757 ▼-0.1%105,1241.3%ETFFNDXSchwab Fundamental U.S. Large Company ETF$2,396,5480.0%86,0521.2%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$2,232,0860.0%55,6631.2%ETFVTVVanguard Value ETF$2,193,5160.0%11,1801.1%ETFWFCWells Fargo & Company$1,932,612$205,792 ▼-9.6%24,2761.0%FinancePXFInvesco RAFI Developed Markets ex-U.S. ETF$1,773,9220.0%25,3780.9%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,752,052$69,607 ▲4.1%69,1690.9%ETFJ P MORGAN EXCHANGE TRADED F$1,720,089$1,720,089 ▲New Holding26,9140.9%HEDGED EQUITY LASCHBSchwab US Broad Market ETF$1,436,9500.0%57,2490.7%ETFAVDEAvantis International Equity ETF$1,406,647$89,930 ▲6.8%16,5800.7%ETFDFIVDimensional International Value ETF$1,394,448$66,978 ▲5.0%26,4200.7%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$1,340,551$54,584 ▼-3.9%58,5010.7%ManufacturingIJRiShares Core S&P Small-Cap ETF$1,239,9920.0%9,9750.6%ETFPGIM ETF TR$1,149,423$136,807 ▼-10.6%22,4580.6%AAA CLO ETFPJUNInnovator U.S. Equity Power Buffer ETF - June$1,139,7780.0%27,2500.6%ETFDFAIDimensional International Core Equity Market ETF$1,107,704$83,880 ▼-7.0%28,4320.6%ETFDFSVDimensional US Small Cap Value ETF$1,098,819$8,550 ▲0.8%31,3590.6%ETFBRK.BBerkshire Hathaway$1,070,5330.0%2,2340.6%FinanceQUALiShares MSCI USA Quality Factor ETF$1,065,121$16,879 ▼-1.6%5,5530.6%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$1,054,075$10,856 ▲1.0%46,9940.5%ManufacturingFNDFSchwab Fundamental International Equity ETF$974,0980.0%19,9080.5%ETFDIHPDimensional International High Profitability ETF$859,662$4,028 ▼-0.5%26,6810.4%ETFIJHiShares Core S&P Mid-Cap ETF$829,2680.0%12,2800.4%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$823,2360.0%12,7180.4%ETFHEGDSwan Hedged Equity US Large Cap ETF$809,8390.0%32,7870.4%ETFMGCVanguard Mega Cap ETF$755,1380.0%3,1950.4%ETFHYDBiShares High Yield Systematic Bond ETF$700,722$60,429 ▲9.4%15,0630.4%ETFEELVInvesco S&P Emerging Markets Low Volatility ETF$682,4280.0%24,3030.4%ETFAVLVAvantis U.S. Large Cap Value ETF$679,623$14,752 ▼-2.1%8,4310.4%ETFMSFTMicrosoft$676,067$14,440 ▲2.2%1,8260.4%Computer and TechnologyFNDESchwab Fundamental Emerging Markets Equity ETF$651,9890.0%17,0410.3%ETFUMARInnovator U.S. Equity Ultra Buffer ETF - March$623,282$623,282 ▲New Holding15,6840.3%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$615,287$351,391 ▲133.2%6,1180.3%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$583,2350.0%26,1740.3%ManufacturingDISVDimensional International Small Cap Value ETF$580,991$27,135 ▲4.9%14,7310.3%ETFKDPKeurig Dr Pepper$572,4140.0%21,7400.3%Consumer StaplesXOMExxonMobil$531,350$45,976 ▲9.5%3,1320.3%EnergyIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$529,8490.0%20,6730.3%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$527,096$527,096 ▲New Holding11,8130.3%TransportationJEPIJPMorgan Equity Premium Income ETF$482,351$2,040 ▲0.4%8,5100.3%ETFDGROiShares Core Dividend Growth ETF$479,6800.0%6,8350.2%ETFAVEMAvantis Emerging Markets Equity ETF$455,035$3,868 ▲0.9%5,6470.2%ETFUSFRWisdomTree Floating Rate Treasury Fund$437,857$940,955 ▼-68.2%8,6980.2%FinanceFNDASchwab Fundamental U.S. Small Company ETF$428,3350.0%13,2080.2%ETFSPYSPDR S&P 500 ETF Trust$382,530$382,530 ▲New Holding5880.2%FinancePJULInnovator U.S. Equity Power Buffer ETF - July$379,600$74,973 ▼-16.5%8,2580.2%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$373,9790.0%8,6750.2%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$373,881$373,881 ▲New Holding9,3940.2%ETFNXTGFirst Trust Indxx NextG ETF$361,1710.0%3,2270.2%ManufacturingSMHVanEck Semiconductor ETF$349,901$39,474 ▲12.7%9130.2%ManufacturingDFAUDimensional US Core Equity Market ETF$342,042$17,686 ▼-4.9%7,5810.2%ETFSUNSunoco$303,9950.0%4,6790.2%EnergyDOORDASH INC$300,3000.0%2,0000.2%CL AAMATApplied Materials$292,3190.0%8550.2%Computer and TechnologyINNOVATOR ETFS TRUST$262,466$262,466 ▲New Holding8,0610.1%INTERNATIONAL DEDFAEDimensional Emerging Core Equity Market ETF$258,2160.0%7,6260.1%ETFQQQInvesco QQQ$239,0480.0%4140.1%FinanceIQLTiShares MSCI Intl Quality Factor ETF$215,3390.0%4,6580.1%ETFSOXXiShares Semiconductor ETF$212,598$212,598 ▲New Holding6470.1%ETFPIDInvesco International Dividend Achievers ETF$208,2680.0%9,3620.1%ManufacturingPSEPInnovator U.S. Equity Power Buffer ETF - September$0$471,459 ▼-100.0%00.0%ETFUSEPInnovator U.S. Equity Ultra Buffer ETF - September$0$407,310 ▼-100.0%00.0%ETFINNOVATOR ETFS TRUST$0$260,200 ▼-100.0%00.0%INNOVATOR INTERIBMInternational Business Machines$0$232,821 ▼-100.0%00.0%Computer and TechnologyUFPTUFP Technologies$0$217,367 ▼-100.0%00.0%IndustrialsUJULInnovator U.S. Equity Ultra Buffer ETF - July$0$204,019 ▼-100.0%00.0%ETFORCLOracle$0$200,562 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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