13F Insight
DOSSIER · 13F-HR · Q2 2026

RIVERCHASE WEALTH MANAGEMENT, LLC

$215M in tracked AUM across 79 positions as of Q2 2026.

RW
CIK 0002055985 · last filed Jun 30, 2026
Total AUM
$215M
as of Q2 2026
Holdings
79
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

RiverChase Wealth Management, LLC manages a portfolio totaling approximately $142.24 million as of the report date September 30, 2025. The firm has adopted a highly modular, ETF-centric strategy, with 46 total holdings. Over the quarter, the portfolio experienced a growth of +11.3%, increasing from $127.79 million. This growth is attributable to a combination of market appreciation and net capital inflows, evidenced by the aggregate increase in position values...

The portfolio is heavily concentrated in fund structures rather than individual equities, with 81.7% of assets allocated to ETFs. The top 10 holdings account for approximately 81.7% of the total portfolio value, indicating a high-conviction approach to specific fund strategies rather than broad-based diversification across hundreds of securities. The "Unknown" sector classification (16.7%) likely represents asset allocation or ETFs with complex multi-asset strategies that do not fit neatly into traditional equity sector definitions.

Key Holdings

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DCOR
DIMENSIONAL ETF TRUST
$27M330K12.6%02
JCPB
J P MORGAN EXCHANGE TRADED F
$19M404K8.8%03
PYLD
PIMCO ETF TR
$18M691K8.5%04
DFCF
DIMENSIONAL ETF TRUST
$17M408K8.0%05
DFIC
DIMENSIONAL ETF TRUST
$17M459K8.0%06
DFAC
DIMENSIONAL ETF TRUST
$17M384K7.9%07
DUHP
DIMENSIONAL ETF TRUST
$15M369K7.2%08
DFEM
DIMENSIONAL ETF TRUST
$5M127K2.4%09
AVUS
AMERICAN CENTY ETF TR
$5M40K2.4%10
VOO
VANGUARD INDEX FDS
$5M7K2.3%

Filing history

2026Q2Jun 30
$215M▲ 11.8%
79 positionsView →2026Q1Mar 31
$192M▲ 4.2%
73 positionsView →2025Q4Dec 31
$184M▲ 29.4%
73 positionsView →2025Q3Sep 30
$142M▲ 11.3%
46 positionsView →2025Q2Jun 30
$128M▲ 10.0%
41 positionsLocked2025Q1Mar 31
$116M▼ 13.1%
41 positionsLocked2024Q4Dec 31
$134M—
65 positionsLocked