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The Analysis of RIVERCHASE WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, RIVERCHASE WEALTH MANAGEMENT, LLC holds 79 types of securities in its portfolio with a total value $214.6M. In the most recent quarter, they have increased their positions in N/A (+4.9K shares, valued at $1.2M), DCOR (+12.5K shares, valued at $1.0M), PYLD (+38.2K shares, valued at $1.0M); decreased their positions in DFAC (-15.9K shares, valued at $706.9K), JEPI (-3.8K shares, valued at $215.1K), USFR (-4.0K shares, valued at $203.7K); initiated new positions in N/A (+4.9K shares, valued at $1.2M), ABT (+8.7K shares, valued at $789.8K), DFLV (+9.8K shares, valued at $385.7K).

1M P&L

+1.0M+0.48%

3M P&L

+7.1M+3.39%

HY P&L

+14.6M+7.24%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A206.3M

97.0%

2Banks - Diversified2.0M

0.9%

3Insurance - Diversified1.1M

0.5%

Top Industries by Stock Count

1N/A68 stocks

88.3%

2Medical Devices2 stocks

2.6%

3Insurance - Diversified1 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DCOR DIMENSIONAL ETF TRUST329.8K shares3.92%2026-06-302026-07-20

JCPB J P MORGAN EXCHANGE TRADED F403.6K shares3.08%2026-06-302026-07-20

PYLD PIMCO ETF TR691.3K shares5.85%2026-06-302026-07-20

DFCF DIMENSIONAL ETF TRUST408.3K shares3.45%2026-06-302026-07-20

DFIC DIMENSIONAL ETF TRUST458.6K shares1.63%2026-06-302026-07-20

DFAC DIMENSIONAL ETF TRUST384.1K shares-3.98%2026-06-302026-07-20

DUHP DIMENSIONAL ETF TRUST368.6K shares3.21%2026-06-302026-07-20

DFEM DIMENSIONAL ETF TRUST127.3K shares0.43%2026-06-302026-07-20

Sponsored

AVUS AMERICAN CENTY ETF TR40.3K shares3.62%2026-06-302026-07-20

VOO VANGUARD INDEX FDS7.1K shares-0.39%2026-06-302026-07-20

SPYV SPDR SERIES TRUST47.5K shares0.00%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS40.3K shares-0.89%2026-06-302026-07-20

IBDS ISHARES TR112.1K shares1.23%2026-06-302026-07-20

FNDX SCHWAB STRATEGIC TR85.7K shares-0.35%2026-06-302026-07-20

IBDR ISHARES TR108.6K shares3.26%2026-06-302026-07-20

VTV VANGUARD INDEX FDS11.2K shares0.00%2026-06-302026-07-20

Sponsored

PFEB INNOVATOR ETFS TRUST55.7K shares0.00%2026-06-302026-07-20

HELO J P MORGAN EXCHANGE TRADED F33.0K shares22.67%2026-06-302026-07-20

WFC WELLS FARGO & CO24.2K shares-0.22%2026-06-302026-07-20

IBDT ISHARES TR77.9K shares12.62%2026-06-302026-07-20

PXF INVESCO EXCH TRADED FD TR II25.4K shares0.00%2026-06-302026-07-20

SCHB SCHWAB STRATEGIC TR57.2K shares0.00%2026-06-302026-07-20

PAAA PGIM ETF TR31.8K shares41.48%2026-06-302026-07-20

AVDE AMERICAN CENTY ETF TR16.8K shares1.62%2026-06-302026-07-20

Sponsored

DFIV DIMENSIONAL ETF TRUST27.5K shares3.96%2026-06-302026-07-20

IJR ISHARES TR10.0K shares0.00%2026-06-302026-07-20

PJUN INNOVATOR ETFS TRUST34.0K shares24.88%2026-06-302026-07-20

IBTG ISHARES TR61.0K shares4.20%2026-06-302026-07-20

ABBVIE INC ABBVIE INC4.9K sharesnew addition2026-06-302026-07-20

DFSV DIMENSIONAL ETF TRUST31.3K shares-0.21%2026-06-302026-07-20

DFAI DIMENSIONAL ETF TRUST28.7K shares1.03%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL2.2K shares0.00%2026-06-302026-07-20

Sponsored

QUAL ISHARES TR5.0K shares-10.44%2026-06-302026-07-20

IBTH ISHARES TR48.7K shares3.56%2026-06-302026-07-20

FNDF SCHWAB STRATEGIC TR19.8K shares-0.45%2026-06-302026-07-20

EEMV ISHARES INC12.7K shares0.00%2026-06-302026-07-20

IJH ISHARES TR12.3K shares0.00%2026-06-302026-07-20

HEGD LISTED FDS TR34.2K shares4.41%2026-06-302026-07-20

DIHP DIMENSIONAL ETF TRUST26.7K shares0.00%2026-06-302026-07-20

MGC VANGUARD WORLD FD3.2K shares0.00%2026-06-302026-07-20

Sponsored

ABT ABBOTT LABORATORIES8.7K sharesnew addition2026-06-302026-07-20

AVLV AMERICAN CENTY ETF TR8.4K shares0.00%2026-06-302026-07-20

PAPR INNOVATOR ETFS TRUST18.0K shares91.26%2026-06-302026-07-20

KDP KEURIG DR PEPPER INC21.7K shares0.00%2026-06-302026-07-20

HYDB ISHARES TR14.5K shares-3.77%2026-06-302026-07-20

FNDE SCHWAB STRATEGIC TR17.0K shares0.00%2026-06-302026-07-20

EELV INVESCO EXCH TRADED FD TR II24.3K shares0.00%2026-06-302026-07-20

MSFT MICROSOFT CORP1.8K shares-2.25%2026-06-302026-07-20

Sponsored

IBTI ISHARES TR29.8K shares13.81%2026-06-302026-07-20

MINT PIMCO ETF TR6.3K shares3.48%2026-06-302026-07-20

APPLIED MATLS INC APPLIED MATLS INC855 shares0.00%2026-06-302026-07-20

UMAR INNOVATOR ETFS TRUST14.4K shares-8.08%2026-06-302026-07-20

AVEM AMERICAN CENTY ETF TR6.3K shares11.63%2026-06-302026-07-20

SMH VANECK ETF TRUST913 shares0.00%2026-06-302026-07-20

DISV DIMENSIONAL ETF TRUST14.8K shares0.16%2026-06-302026-07-20

DGRO ISHARES TR6.8K shares0.00%2026-06-302026-07-20

Sponsored

FNDA SCHWAB STRATEGIC TR13.0K shares-1.30%2026-06-302026-07-20

NXTG FIRST TR EXCHANGE-TRADED FD3.2K shares0.00%2026-06-302026-07-20

PMAR INNOVATOR ETFS TRUST10.0K shares-15.02%2026-06-302026-07-20

IBMO ISHARES TR18.2K shares-11.89%2026-06-302026-07-20

SOXX ISHARES TR641 shares-0.93%2026-06-302026-07-20

PJUL INNOVATOR ETFS TRUST8.3K shares0.00%2026-06-302026-07-20

POCT INNOVATOR ETFS TRUST8.7K shares0.00%2026-06-302026-07-20

DFAU DIMENSIONAL ETF TRUST7.6K shares0.21%2026-06-302026-07-20

Sponsored

DFLV DIMENSIONAL ETF TRUST9.8K sharesnew addition2026-06-302026-07-20

DASH DOORDASH INC2.0K shares0.00%2026-06-302026-07-20

ZJUL INNOVATOR ETFS TRUST11.9K sharesnew addition2026-06-302026-07-20

DFAE DIMENSIONAL ETF TRUST7.9K shares3.93%2026-06-302026-07-20

SUN SUNOCO LP/SUNOCO FIN CORP4.7K shares0.00%2026-06-302026-07-20

QQQ INVESCO QQQ TR414 shares0.00%2026-06-302026-07-20

IBDU ISHARES TR13.1K sharesnew addition2026-06-302026-07-20

IDEC INNOVATOR ETFS TRUST8.0K shares-0.20%2026-06-302026-07-20

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F4.7K shares-44.75%2026-06-302026-07-20

UFPT UFP TECHNOLOGIES INC979 sharesnew addition2026-06-302026-07-20

USFR WISDOMTREE TR4.7K shares-46.52%2026-06-302026-07-20

IQLT ISHARES TR4.7K shares0.00%2026-06-302026-07-20

PSTP INNOVATOR ETFS TRUST6.2K sharesnew addition2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS786 sharesnew addition2026-06-302026-07-20

PID INVESCO EXCHANGE TRADED FD T9.4K shares0.00%2026-06-302026-07-20

DCOR

DIMENSIONAL ETF TRUST

3.92%

Shares329.8K

Event2026-06-30

Filed2026-07-20

JCPB

J P MORGAN EXCHANGE TRADED F

3.08%

Shares403.6K

Event2026-06-30

Filed2026-07-20

PYLD

PIMCO ETF TR

5.85%

Shares691.3K

Event2026-06-30

Filed2026-07-20

DFCF

DIMENSIONAL ETF TRUST

3.45%

Shares408.3K

Event2026-06-30

Filed2026-07-20

DFIC

DIMENSIONAL ETF TRUST

1.63%

Shares458.6K

Event2026-06-30

Filed2026-07-20

DFAC

DIMENSIONAL ETF TRUST

-3.98%

Shares384.1K

Event2026-06-30

Filed2026-07-20

DUHP

DIMENSIONAL ETF TRUST

3.21%

Shares368.6K

Event2026-06-30

Filed2026-07-20

DFEM

DIMENSIONAL ETF TRUST

0.43%

Shares127.3K

Event2026-06-30

Filed2026-07-20

AVUS

AMERICAN CENTY ETF TR

3.62%

Shares40.3K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

-0.39%

Shares7.1K

Event2026-06-30

Filed2026-07-20

SPYV

SPDR SERIES TRUST

0.00%

Shares47.5K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

-0.89%

Shares40.3K

Event2026-06-30

Filed2026-07-20

IBDS

ISHARES TR

1.23%

Shares112.1K

Event2026-06-30

Filed2026-07-20

FNDX

SCHWAB STRATEGIC TR

-0.35%

Shares85.7K

Event2026-06-30

Filed2026-07-20

IBDR

ISHARES TR

3.26%

Shares108.6K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-20

PFEB

INNOVATOR ETFS TRUST

0.00%

Shares55.7K

Event2026-06-30

Filed2026-07-20

HELO

J P MORGAN EXCHANGE TRADED F

22.67%

Shares33.0K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

-0.22%

Shares24.2K

Event2026-06-30

Filed2026-07-20

IBDT

ISHARES TR

12.62%

Shares77.9K

Event2026-06-30

Filed2026-07-20

PXF

INVESCO EXCH TRADED FD TR II

0.00%

Shares25.4K

Event2026-06-30

Filed2026-07-20

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares57.2K

Event2026-06-30

Filed2026-07-20

PAAA

PGIM ETF TR

41.48%

Shares31.8K

Event2026-06-30

Filed2026-07-20

AVDE

AMERICAN CENTY ETF TR

1.62%

Shares16.8K

Event2026-06-30

Filed2026-07-20

DFIV

DIMENSIONAL ETF TRUST

3.96%

Shares27.5K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES TR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-20

PJUN

INNOVATOR ETFS TRUST

24.88%

Shares34.0K

Event2026-06-30

Filed2026-07-20

IBTG

ISHARES TR

4.20%

Shares61.0K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

New

Shares4.9K

Event2026-06-30

Filed2026-07-20

DFSV

DIMENSIONAL ETF TRUST

-0.21%

Shares31.3K

Event2026-06-30

Filed2026-07-20

DFAI

DIMENSIONAL ETF TRUST

1.03%

Shares28.7K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-20

QUAL

ISHARES TR

-10.44%

Shares5.0K

Event2026-06-30

Filed2026-07-20

IBTH

ISHARES TR

3.56%

Shares48.7K

Event2026-06-30

Filed2026-07-20

FNDF

SCHWAB STRATEGIC TR

-0.45%

Shares19.8K

Event2026-06-30

Filed2026-07-20

EEMV

ISHARES INC

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-20

HEGD

LISTED FDS TR

4.41%

Shares34.2K

Event2026-06-30

Filed2026-07-20

DIHP

DIMENSIONAL ETF TRUST

0.00%

Shares26.7K

Event2026-06-30

Filed2026-07-20

MGC

VANGUARD WORLD FD

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

New

Shares8.7K

Event2026-06-30

Filed2026-07-20

AVLV

AMERICAN CENTY ETF TR

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-20

PAPR

INNOVATOR ETFS TRUST

91.26%

Shares18.0K

Event2026-06-30

Filed2026-07-20

KDP

KEURIG DR PEPPER INC

0.00%

Shares21.7K

Event2026-06-30

Filed2026-07-20

HYDB

ISHARES TR

-3.77%

Shares14.5K

Event2026-06-30

Filed2026-07-20

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-20

EELV

INVESCO EXCH TRADED FD TR II

0.00%

Shares24.3K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

-2.25%

Shares1.8K

Event2026-06-30

Filed2026-07-20

IBTI

ISHARES TR

13.81%

Shares29.8K

Event2026-06-30

Filed2026-07-20

MINT

PIMCO ETF TR

3.48%

Shares6.3K

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

0.00%

Shares855

Event2026-06-30

Filed2026-07-20

UMAR

INNOVATOR ETFS TRUST

-8.08%

Shares14.4K

Event2026-06-30

Filed2026-07-20

AVEM

AMERICAN CENTY ETF TR

11.63%

Shares6.3K

Event2026-06-30

Filed2026-07-20

SMH

VANECK ETF TRUST

0.00%

Shares913

Event2026-06-30

Filed2026-07-20

DISV

DIMENSIONAL ETF TRUST

0.16%

Shares14.8K

Event2026-06-30

Filed2026-07-20

DGRO

ISHARES TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-20

FNDA

SCHWAB STRATEGIC TR

-1.30%

Shares13.0K

Event2026-06-30

Filed2026-07-20

NXTG

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-20

PMAR

INNOVATOR ETFS TRUST

-15.02%

Shares10.0K

Event2026-06-30

Filed2026-07-20

IBMO

ISHARES TR

-11.89%

Shares18.2K

Event2026-06-30

Filed2026-07-20

SOXX

ISHARES TR

-0.93%

Shares641

Event2026-06-30

Filed2026-07-20

PJUL

INNOVATOR ETFS TRUST

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-20

POCT

INNOVATOR ETFS TRUST

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-20

DFAU

DIMENSIONAL ETF TRUST

0.21%

Shares7.6K

Event2026-06-30

Filed2026-07-20

DFLV

DIMENSIONAL ETF TRUST

New

Shares9.8K

Event2026-06-30

Filed2026-07-20

DASH

DOORDASH INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

ZJUL

INNOVATOR ETFS TRUST

New

Shares11.9K

Event2026-06-30

Filed2026-07-20

DFAE

DIMENSIONAL ETF TRUST

3.93%

Shares7.9K

Event2026-06-30

Filed2026-07-20

SUN

SUNOCO LP/SUNOCO FIN CORP

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

0.00%

Shares414

Event2026-06-30

Filed2026-07-20

IBDU

ISHARES TR

New

Shares13.1K

Event2026-06-30

Filed2026-07-20

IDEC

INNOVATOR ETFS TRUST

-0.20%

Shares8.0K

Event2026-06-30

Filed2026-07-20

JEPI

J P MORGAN EXCHANGE TRADED F

-44.75%

Shares4.7K

Event2026-06-30

Filed2026-07-20

UFPT

UFP TECHNOLOGIES INC

New

Shares979

Event2026-06-30

Filed2026-07-20

USFR

WISDOMTREE TR

-46.52%

Shares4.7K

Event2026-06-30

Filed2026-07-20

IQLT

ISHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-20

PSTP

INNOVATOR ETFS TRUST

New

Shares6.2K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares786

Event2026-06-30

Filed2026-07-20

PID

INVESCO EXCHANGE TRADED FD T

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available