The Analysis of RIVERCHASE WEALTH MANAGEMENT, LLC's Holdings

Currently, RIVERCHASE WEALTH MANAGEMENT, LLC holds 73 types of securities in its portfolio with a total value $176.6M. In the most recent quarter, they have increased their positions in DCOR (+41.8K shares, valued at $3.0M), WFC (+29.6K shares, valued at $2.5M), PYLD (+85.7K shares, valued at $2.3M); decreased their positions in DFAC (-59.3K shares, valued at $2.3M), BRK.B (-291 shares, valued at $146.3K), USFR (-2.8K shares, valued at $139.2K); initiated new positions in WFC (+29.6K shares, valued at $2.5M), PSEP (+10.8K shares, valued at $463.2K), PJUL (+9.9K shares, valued at $450.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DCOR DIMENSIONAL ETF TRUST277.3K shares17.73%2025-09-302025-10-22

JCPB J P MORGAN EXCHANGE TRADED F349.0K shares5.98%2025-09-302025-10-22

DFAC DIMENSIONAL ETF TRUST422.9K shares-12.29%2025-09-302025-10-22

DFCF DIMENSIONAL ETF TRUST351.2K shares5.06%2025-09-302025-10-22

DFIC DIMENSIONAL ETF TRUST450.5K shares1.10%2025-09-302025-10-22

PYLD PIMCO ETF TR493.4K shares21.01%2025-09-302025-10-22

DUHP DIMENSIONAL ETF TRUST324.3K shares13.32%2025-09-302025-10-22

VOO VANGUARD INDEX FDS7.2K shares0.38%2025-09-302025-10-22

Sponsored

DFEM DIMENSIONAL ETF TRUST128.7K shares2.46%2025-09-302025-10-22

AVUS AMERICAN CENTY ETF TR31.6K shares23.65%2025-09-302025-10-22

SPYV SPDR SERIES TRUST47.5K shares0.00%2025-09-302025-10-22

WFC WELLS FARGO CO NEW29.6K sharesnew addition2025-09-302025-10-22

VEA VANGUARD TAX-MANAGED FDS40.6K shares0.02%2025-09-302025-10-22

IBDR ISHARES TR97.6K shares15.53%2025-09-302025-10-22

FNDX SCHWAB STRATEGIC TR86.1K shares0.00%2025-09-302025-10-22

PFEB INNOVATOR ETFS TRUST55.7K shares0.00%2025-09-302025-10-22

Sponsored

VTV VANGUARD INDEX FDS11.7K shares-0.43%2025-09-302025-10-22

IBDQ ISHARES TR83.0K shares-1.11%2025-09-302025-10-22

USFR WISDOMTREE TR41.4K shares-6.26%2025-09-302025-10-22

IBDS ISHARES TR75.4K shares25.94%2025-09-302025-10-22

PXF INVESCO EXCH TRADED FD TR II25.4K shares0.00%2025-09-302025-10-22

SCHB SCHWAB STRATEGIC TR57.2K shares0.00%2025-09-302025-10-22

IBTF ISHARES TR59.0K shares-1.68%2025-09-302025-10-22

QUAL ISHARES TR6.1K shares-8.92%2025-09-302025-10-22

Sponsored

IJR ISHARES TR10.0K shares0.00%2025-09-302025-10-22

BRK.B BERKSHIRE HATHAWAY INC DEL2.2K shares-11.52%2025-09-302025-10-22

PJUN INNOVATOR ETFS TRUST27.3K shares0.00%2025-09-302025-10-22

DFAI DIMENSIONAL ETF TRUST30.4K shares1.86%2025-09-302025-10-22

IBTG ISHARES TR47.7K shares0.86%2025-09-302025-10-22

DFIV DIMENSIONAL ETF TRUST22.0K shares28.77%2025-09-302025-10-22

AVDE AMERICAN CENTY ETF TR12.8K shares1.38%2025-09-302025-10-22

MSFT MICROSOFT CORP1.8K shares0.00%2025-09-302025-10-22

Sponsored

DFSV DIMENSIONAL ETF TRUST28.1K shares0.00%2025-09-302025-10-22

FNDF SCHWAB STRATEGIC TR19.9K shares1.05%2025-09-302025-10-22

HEGD LISTED FDS TR33.4K shares0.00%2025-09-302025-10-22

DIHP DIMENSIONAL ETF TRUST26.8K shares-2.15%2025-09-302025-10-22

EEMV ISHARES INC12.7K shares0.00%2025-09-302025-10-22

IJH ISHARES TR12.3K shares0.00%2025-09-302025-10-22

IBTH ISHARES TR35.5K shares11.25%2025-09-302025-10-22

MGC VANGUARD WORLD FD3.2K shares0.00%2025-09-302025-10-22

Sponsored

PAAA PGIM ETF TR13.2K shares95.12%2025-09-302025-10-22

IBMN ISHARES TR25.3K shares0.00%2025-09-302025-10-22

EELV INVESCO EXCH TRADED FD TR II24.3K shares0.00%2025-09-302025-10-22

HYDB ISHARES TR13.0K shares2.95%2025-09-302025-10-22

FNDE SCHWAB STRATEGIC TR17.0K shares-1.42%2025-09-302025-10-22

KDP KEURIG DR PEPPER INC21.7K shares0.00%2025-09-302025-10-22

AVLV AMERICAN CENTY ETF TR7.6K shares0.00%2025-09-302025-10-22

DASH DOORDASH INC2.0K shares0.00%2025-09-302025-10-22

Sponsored

IBMO ISHARES TR19.2K shares0.00%2025-09-302025-10-22

JEPI J P MORGAN EXCHANGE TRADED F8.4K shares0.74%2025-09-302025-10-22

DGRO ISHARES TR6.8K shares0.00%2025-09-302025-10-22

PSEP INNOVATOR ETFS TRUST10.8K sharesnew addition2025-09-302025-10-22

PJUL INNOVATOR ETFS TRUST9.9K sharesnew addition2025-09-302025-10-22

AVEM AMERICAN CENTY ETF TR5.6K shares0.00%2025-09-302025-10-22

FNDA SCHWAB STRATEGIC TR13.2K shares-1.55%2025-09-302025-10-22

USEP INNOVATOR ETFS TRUST10.4K sharesnew addition2025-09-302025-10-22

Sponsored

POCT INNOVATOR ETFS TRUST8.7K sharesnew addition2025-09-302025-10-22

DFAU DIMENSIONAL ETF TRUST7.9K shares-4.21%2025-09-302025-10-22

NXTG FIRST TR EXCHANGE-TRADED FD3.2K shares0.00%2025-09-302025-10-22

XOM EXXON MOBIL CORP2.9K shares0.00%2025-09-302025-10-22

IBDT ISHARES TR12.0K sharesnew addition2025-09-302025-10-22

AGYS AGILYSYS INC2.8K shares0.00%2025-09-302025-10-22

ORCL ORACLE CORP1.0K shares-29.13%2025-09-302025-10-22

IQLT ISHARES TR6.1K shares-6.63%2025-09-302025-10-22

Sponsored

SMH VANECK ETF TRUST801 shares1.91%2025-09-302025-10-22

ISEP INNOVATOR ETFS TRUST8.0K sharesnew addition2025-09-302025-10-22

QQQ INVESCO QQQ TR414 shares12.20%2025-09-302025-10-22

DFAE DIMENSIONAL ETF TRUST7.6K shares1.67%2025-09-302025-10-22

SUN SUNOCO LP/SUNOCO FIN CORP4.7K sharesnew addition2025-09-302025-10-22

UFPT UFP TECHNOLOGIES INC1.1K shares0.00%2025-09-302025-10-22

IBM INTERNATIONAL BUSINESS MACHS786 shares0.00%2025-09-302025-10-22

SPGP INVESCO EXCHANGE TRADED FD T1.8K shares-3.43%2025-09-302025-10-22

Sponsored

UJUL INNOVATOR ETFS TRUST5.3K sharesnew addition2025-09-302025-10-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available