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

Currently, RIVERCHASE WEALTH MANAGEMENT, LLC holds 73 types of securities in its portfolio with a total value $191.9M. In the most recent quarter, they have increased their positions in PYLD (+101.4K shares, valued at $2.7M), HELO (+26.9K shares, valued at $1.7M), DCOR (+23.8K shares, valued at $1.7M); decreased their positions in USFR (-18.7K shares, valued at $941.0K), DFAC (-19.3K shares, valued at $751.2K), WFC (-2.6K shares, valued at $205.8K); initiated new positions in HELO (+26.9K shares, valued at $1.7M), UMAR (+15.7K shares, valued at $623.3K), PMAR (+11.8K shares, valued at $527.1K).

1M P&L

+3.8M+1.95%

3M P&L

+3.3M+1.69%

HY P&L

+13.9M+7.62%

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/A180.0M

97.5%

2Banks - Diversified1.9M

1.0%

3Software - Infrastructure676.1K

0.4%

Top Industries by Stock Count

1N/A62 stocks

89.9%

2Semiconductor Equipment & Materials1 stocks

1.4%

3Internet Content & Information1 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DCOR DIMENSIONAL ETF TRUST317.3K shares8.09%2026-03-312026-04-20

JCPB J P MORGAN EXCHANGE TRADED F391.5K shares7.49%2026-03-312026-04-20

PYLD PIMCO ETF TR653.1K shares18.39%2026-03-312026-04-20

DFCF DIMENSIONAL ETF TRUST394.7K shares9.88%2026-03-312026-04-20

DFIC DIMENSIONAL ETF TRUST451.2K shares-0.45%2026-03-312026-04-20

DFAC DIMENSIONAL ETF TRUST400.1K shares-4.61%2026-03-312026-04-20

DUHP DIMENSIONAL ETF TRUST357.1K shares9.73%2026-03-312026-04-20

DFEM DIMENSIONAL ETF TRUST126.8K shares-2.03%2026-03-312026-04-20

Sponsored

AVUS AMERICAN CENTY ETF TR38.9K shares5.52%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS7.1K shares-0.48%2026-03-312026-04-20

SPYV SPDR SERIES TRUST47.5K shares0.00%2026-03-312026-04-20

IBDS ISHARES TR110.7K shares1.49%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS40.6K shares0.00%2026-03-312026-04-20

IBDR ISHARES TR105.1K shares-0.15%2026-03-312026-04-20

FNDX SCHWAB STRATEGIC TR86.1K shares0.00%2026-03-312026-04-20

PFEB INNOVATOR ETFS TRUST55.7K shares0.00%2026-03-312026-04-20

Sponsored

VTV VANGUARD INDEX FDS11.2K shares0.00%2026-03-312026-04-20

WFC WELLS FARGO & CO24.3K shares-9.62%2026-03-312026-04-20

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II25.4K shares0.00%2026-03-312026-04-20

IBDT ISHARES TR69.2K shares4.14%2026-03-312026-04-20

HELO J P MORGAN EXCHANGE TRADED F26.9K sharesnew addition2026-03-312026-04-20

SCHB SCHWAB STRATEGIC TR57.2K shares0.00%2026-03-312026-04-20

AVDE AMERICAN CENTY ETF TR16.6K shares6.83%2026-03-312026-04-20

DFIV DIMENSIONAL ETF TRUST26.4K shares5.05%2026-03-312026-04-20

Sponsored

IBTG ISHARES TR58.5K shares-3.91%2026-03-312026-04-20

IJR ISHARES TR10.0K shares0.00%2026-03-312026-04-20

PAAA PGIM ETF TR22.5K shares-10.64%2026-03-312026-04-20

PJUN INNOVATOR ETFS TRUST27.3K shares0.00%2026-03-312026-04-20

DFAI DIMENSIONAL ETF TRUST28.4K shares-7.04%2026-03-312026-04-20

DFSV DIMENSIONAL ETF TRUST31.4K shares0.78%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares0.00%2026-03-312026-04-20

QUAL ISHARES TR5.6K shares-1.56%2026-03-312026-04-20

Sponsored

IBTH ISHARES TR47.0K shares1.04%2026-03-312026-04-20

FNDF SCHWAB STRATEGIC TR19.9K shares0.00%2026-03-312026-04-20

DIHP DIMENSIONAL ETF TRUST26.7K shares-0.47%2026-03-312026-04-20

IJH ISHARES TR12.3K shares0.00%2026-03-312026-04-20

EEMV ISHARES INC12.7K shares0.00%2026-03-312026-04-20

HEGD LISTED FDS TR32.8K shares0.00%2026-03-312026-04-20

MGC VANGUARD WORLD FD3.2K shares0.00%2026-03-312026-04-20

HYDB ISHARES TR15.1K shares9.44%2026-03-312026-04-20

Sponsored

EELV INVESCO EXCH TRADED FD TR II24.3K shares0.00%2026-03-312026-04-20

AVLV AMERICAN CENTY ETF TR8.4K shares-2.12%2026-03-312026-04-20

MSFT MICROSOFT CORP1.8K shares2.18%2026-03-312026-04-20

FNDE SCHWAB STRATEGIC TR17.0K shares0.00%2026-03-312026-04-20

UMAR INNOVATOR ETFS TRUST15.7K sharesnew addition2026-03-312026-04-20

MINT PIMCO ETF TR6.1K shares133.16%2026-03-312026-04-20

IBTI ISHARES TR26.2K shares0.00%2026-03-312026-04-20

DISV DIMENSIONAL ETF TRUST14.7K shares4.90%2026-03-312026-04-20

Sponsored

KDP KEURIG DR PEPPER INC21.7K shares0.00%2026-03-312026-04-20

XOM EXXON MOBIL CORP3.1K shares9.47%2026-03-312026-04-20

IBMO ISHARES TR20.7K shares0.00%2026-03-312026-04-20

PMAR INNOVATOR ETFS TRUST11.8K sharesnew addition2026-03-312026-04-20

JEPI J P MORGAN EXCHANGE TRADED F8.5K shares0.42%2026-03-312026-04-20

DGRO ISHARES TR6.8K shares0.00%2026-03-312026-04-20

AVEM AMERICAN CENTY ETF TR5.6K shares0.86%2026-03-312026-04-20

USFR WISDOMTREE TR8.7K shares-68.24%2026-03-312026-04-20

Sponsored

FNDA SCHWAB STRATEGIC TR13.2K shares0.00%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T588 sharesnew addition2026-03-312026-04-20

PJUL INNOVATOR ETFS TRUST8.3K shares-16.49%2026-03-312026-04-20

POCT INNOVATOR ETFS TRUST8.7K shares0.00%2026-03-312026-04-20

PAPR INNOVATOR ETFS TRUST9.4K sharesnew addition2026-03-312026-04-20

NXTG FIRST TR EXCHANGE-TRADED FD3.2K shares0.00%2026-03-312026-04-20

SMH VANECK ETF TRUST913 shares12.72%2026-03-312026-04-20

DFAU DIMENSIONAL ETF TRUST7.6K shares-4.92%2026-03-312026-04-20

Sponsored

SUN SUNOCO LP/SUNOCO FIN CORP4.7K shares0.00%2026-03-312026-04-20

DASH DOORDASH INC2.0K shares0.00%2026-03-312026-04-20

AMAT APPLIED MATLS INC855 shares0.00%2026-03-312026-04-20

IDEC INNOVATOR ETFS TRUST8.1K sharesnew addition2026-03-312026-04-20

DFAE DIMENSIONAL ETF TRUST7.6K shares0.00%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR414 shares0.00%2026-03-312026-04-20

IQLT ISHARES TR4.7K shares0.00%2026-03-312026-04-20

SOXX ISHARES TR647 sharesnew addition2026-03-312026-04-20

Sponsored

PID INVESCO EXCHANGE TRADED FD T9.4K shares0.00%2026-03-312026-04-20

DCOR

DIMENSIONAL ETF TRUST

8.09%

Shares317.3K

Event2026-03-31

Filed2026-04-20

JCPB

J P MORGAN EXCHANGE TRADED F

7.49%

Shares391.5K

Event2026-03-31

Filed2026-04-20

PYLD

PIMCO ETF TR

18.39%

Shares653.1K

Event2026-03-31

Filed2026-04-20

DFCF

DIMENSIONAL ETF TRUST

9.88%

Shares394.7K

Event2026-03-31

Filed2026-04-20

DFIC

DIMENSIONAL ETF TRUST

-0.45%

Shares451.2K

Event2026-03-31

Filed2026-04-20

DFAC

DIMENSIONAL ETF TRUST

-4.61%

Shares400.1K

Event2026-03-31

Filed2026-04-20

DUHP

DIMENSIONAL ETF TRUST

9.73%

Shares357.1K

Event2026-03-31

Filed2026-04-20

DFEM

DIMENSIONAL ETF TRUST

-2.03%

Shares126.8K

Event2026-03-31

Filed2026-04-20

AVUS

AMERICAN CENTY ETF TR

5.52%

Shares38.9K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-0.48%

Shares7.1K

Event2026-03-31

Filed2026-04-20

SPYV

SPDR SERIES TRUST

0.00%

Shares47.5K

Event2026-03-31

Filed2026-04-20

IBDS

ISHARES TR

1.49%

Shares110.7K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares40.6K

Event2026-03-31

Filed2026-04-20

IBDR

ISHARES TR

-0.15%

Shares105.1K

Event2026-03-31

Filed2026-04-20

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares86.1K

Event2026-03-31

Filed2026-04-20

PFEB

INNOVATOR ETFS TRUST

0.00%

Shares55.7K

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-20

WFC

WELLS FARGO & CO

-9.62%

Shares24.3K

Event2026-03-31

Filed2026-04-20

INVESCO EXCH TRADED FD TR II

0.00%

Shares25.4K

Event2026-03-31

Filed2026-04-20

IBDT

ISHARES TR

4.14%

Shares69.2K

Event2026-03-31

Filed2026-04-20

HELO

J P MORGAN EXCHANGE TRADED F

New

Shares26.9K

Event2026-03-31

Filed2026-04-20

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares57.2K

Event2026-03-31

Filed2026-04-20

AVDE

AMERICAN CENTY ETF TR

6.83%

Shares16.6K

Event2026-03-31

Filed2026-04-20

DFIV

DIMENSIONAL ETF TRUST

5.05%

Shares26.4K

Event2026-03-31

Filed2026-04-20

IBTG

ISHARES TR

-3.91%

Shares58.5K

Event2026-03-31

Filed2026-04-20

IJR

ISHARES TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-20

PAAA

PGIM ETF TR

-10.64%

Shares22.5K

Event2026-03-31

Filed2026-04-20

PJUN

INNOVATOR ETFS TRUST

0.00%

Shares27.3K

Event2026-03-31

Filed2026-04-20

DFAI

DIMENSIONAL ETF TRUST

-7.04%

Shares28.4K

Event2026-03-31

Filed2026-04-20

DFSV

DIMENSIONAL ETF TRUST

0.78%

Shares31.4K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-20

QUAL

ISHARES TR

-1.56%

Shares5.6K

Event2026-03-31

Filed2026-04-20

IBTH

ISHARES TR

1.04%

Shares47.0K

Event2026-03-31

Filed2026-04-20

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares19.9K

Event2026-03-31

Filed2026-04-20

DIHP

DIMENSIONAL ETF TRUST

-0.47%

Shares26.7K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

0.00%

Shares12.3K

Event2026-03-31

Filed2026-04-20

EEMV

ISHARES INC

0.00%

Shares12.7K

Event2026-03-31

Filed2026-04-20

HEGD

LISTED FDS TR

0.00%

Shares32.8K

Event2026-03-31

Filed2026-04-20

MGC

VANGUARD WORLD FD

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-20

HYDB

ISHARES TR

9.44%

Shares15.1K

Event2026-03-31

Filed2026-04-20

EELV

INVESCO EXCH TRADED FD TR II

0.00%

Shares24.3K

Event2026-03-31

Filed2026-04-20

AVLV

AMERICAN CENTY ETF TR

-2.12%

Shares8.4K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

2.18%

Shares1.8K

Event2026-03-31

Filed2026-04-20

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares17.0K

Event2026-03-31

Filed2026-04-20

UMAR

INNOVATOR ETFS TRUST

New

Shares15.7K

Event2026-03-31

Filed2026-04-20

MINT

PIMCO ETF TR

133.16%

Shares6.1K

Event2026-03-31

Filed2026-04-20

IBTI

ISHARES TR

0.00%

Shares26.2K

Event2026-03-31

Filed2026-04-20

DISV

DIMENSIONAL ETF TRUST

4.90%

Shares14.7K

Event2026-03-31

Filed2026-04-20

KDP

KEURIG DR PEPPER INC

0.00%

Shares21.7K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

9.47%

Shares3.1K

Event2026-03-31

Filed2026-04-20

IBMO

ISHARES TR

0.00%

Shares20.7K

Event2026-03-31

Filed2026-04-20

PMAR

INNOVATOR ETFS TRUST

New

Shares11.8K

Event2026-03-31

Filed2026-04-20

JEPI

J P MORGAN EXCHANGE TRADED F

0.42%

Shares8.5K

Event2026-03-31

Filed2026-04-20

DGRO

ISHARES TR

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-20

AVEM

AMERICAN CENTY ETF TR

0.86%

Shares5.6K

Event2026-03-31

Filed2026-04-20

USFR

WISDOMTREE TR

-68.24%

Shares8.7K

Event2026-03-31

Filed2026-04-20

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares588

Event2026-03-31

Filed2026-04-20

PJUL

INNOVATOR ETFS TRUST

-16.49%

Shares8.3K

Event2026-03-31

Filed2026-04-20

POCT

INNOVATOR ETFS TRUST

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-20

PAPR

INNOVATOR ETFS TRUST

New

Shares9.4K

Event2026-03-31

Filed2026-04-20

NXTG

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-20

SMH

VANECK ETF TRUST

12.72%

Shares913

Event2026-03-31

Filed2026-04-20

DFAU

DIMENSIONAL ETF TRUST

-4.92%

Shares7.6K

Event2026-03-31

Filed2026-04-20

SUN

SUNOCO LP/SUNOCO FIN CORP

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-20

DASH

DOORDASH INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-20

AMAT

APPLIED MATLS INC

0.00%

Shares855

Event2026-03-31

Filed2026-04-20

IDEC

INNOVATOR ETFS TRUST

New

Shares8.1K

Event2026-03-31

Filed2026-04-20

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

0.00%

Shares414

Event2026-03-31

Filed2026-04-20

IQLT

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-20

SOXX

ISHARES TR

New

Shares647

Event2026-03-31

Filed2026-04-20

PID

INVESCO EXCHANGE TRADED FD T

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available