Riverchase Wealth Management, LLC holds a focused book of 79 stocks worth $214.6M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Abbvie Inc and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Eq 1 ETF at 13% of the equity book. Cloning the disclosed picks since 2025 would be +21% (+14.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2055985/holdings"
Use Arkolith to show RIVERCHASE WEALTH MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Riverchase Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Riverchase Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 79 | $40.7B |
| OSAIC HOLDINGS, INC. | 80 / 79 | $7.5B |
| JPMORGAN CHASE & CO | 79 / 79 | $115.2B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 79 | $44.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 79 | $9.6B |
| HARBOUR INVESTMENTS, INC. | 79 / 79 | $1.1B |
| RAYMOND JAMES FINANCIAL INC | 78 / 79 | $46.4B |
| Cetera Investment Advisers | 78 / 79 | $10.7B |
Ranked by how many of Riverchase Wealth Management, LLC's top 79 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 1 ETF | $27.0M | 329.8K | 12.6% | ▲+3.9% Added · +12K sh | |
| 2 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $18.9M | 403.6K | 8.8% | ▲+3.1% Added · +12K sh | |
| 3 | Pimco ETF TR MULTISECTOR BD | $18.3M | 691.3K | 8.5% | ▲+5.8% Added · +38K sh | |
| 4 | Dimensional ETF Trust CORE FIXE IN ETF | $17.2M | 408.3K | 8.0% | ▲+3.4% Added · +14K sh | |
| 5 | Dimensional ETF Trust INTL CORE EQUITY | $17.1M | 458.6K | 8.0% | ▲+1.6% Added · +7K sh | |
| 6 | Dimensional ETF Trust US COR EQU 2 ETF | $17.0M | 384.1K | 7.9% | ▼−4.0% Reduced · −16K sh | |
| 7 | Dimensional ETF Trust US HIGH PROF ETF | $15.4M | 368.6K | 7.2% | ▲+3.2% Added · +11K sh | |
| 8 | Dimensional ETF Trust EMERGING MKTS CO | $5.2M | 127.3K | 2.4% | ▲+0.4% Added · +541 sh | |
| 9 | American Centy ETF TR US EQT ETF | $5.2M | 40.3K | 2.4% | ▲+3.6% Added · +1K sh | |
| 10 | Vanguard Index FDS S&P 500 ETF SHS | $4.9M | 7.1K | 2.3% | ▼−0.4% Reduced · −28 sh | |
| 11 | SPDR Series Trust ST STR P500VAL | $2.9M | 47.5K | 1.3% | —Held | |
| 12 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.9M | 40.3K | 1.3% | ▼−0.9% Reduced · −360 sh | |
| 13 | Ishares TR IBONDS 27 ETF | $2.7M | 112.1K | 1.3% | ▲+1.2% Added · +1K sh | |
| 14 | Schwab Strategic TR FUNDAMENTAL US L | $2.7M | 85.7K | 1.2% | ▼−0.3% Reduced · −304 sh | |
| 15 | Ishares TR IBONDS DEC2026 | $2.6M | 108.6K | 1.2% | ▲+3.3% Added · +3K sh | |
| 16 | Vanguard Index FDS VALUE ETF | $2.4M | 11.2K | 1.1% | —Held | |
| 17 | Innovator Etfs Trust US EQTY PWR BUF | $2.4M | 55.7K | 1.1% | —Held | |
| 18 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $2.2M | 33.0K | 1.0% | ▲+23% Added · +6K sh | |
| 19 | Wells Fargo & Co COM | $2.0M | 24.2K | 0.9% | ▼−0.2% Reduced · −54 sh | |
| 20 | Ishares TR IBDS DEC28 ETF | $2.0M | 77.9K | 0.9% | ▲+13% Added · +9K sh | |
| 21 | Invesco Exch Traded FD TR II RAFI DVLPD MRKTS | $1.9M | 25.4K | 0.9% | —Held | |
| 22 | Schwab Strategic TR US BRD MKT ETF | $1.7M | 57.2K | 0.8% | —Held | |
| 23 | Pgim ETF TR AAA CLO ETF | $1.6M | 31.8K | 0.8% | ▲+41% Added · +9K sh | |
| 24 | American Centy ETF TR INTL EQT ETF | $1.5M | 16.8K | 0.7% | ▲+1.6% Added · +269 sh | |
| 25 | Dimensional ETF Trust INTERNATNAL VAL | $1.5M | 27.5K | 0.7% | ▲+4.0% Added · +1K sh | |
| 26 | Ishares TR CORE S&P SCP ETF | $1.5M | 10.0K | 0.7% | —Held | |
| 27 | Innovator Etfs Trust US EQTY PWR BUF | $1.5M | 34.0K | 0.7% | ▲+25% Added · +7K sh | |
| 28 | Ishares TR IBONDS 26 TRM TS | $1.4M | 61.0K | 0.7% | ▲+4.2% Added · +2K sh | |
| 29 | Abbvie Inc COM | $1.2M | 4.9K | 0.6% | ▲New New position | |
| 30 | Dimensional ETF Trust US SMALL CAP ETF | $1.2M | 31.3K | 0.6% | ▼−0.2% Reduced · −65 sh | |
| 31 | Dimensional ETF Trust INTL CORE EQT MK | $1.2M | 28.7K | 0.6% | ▲+1.0% Added · +292 sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $1.1M | 2.2K | 0.5% | —Held | |
| 33 | Ishares TR MSCI USA QLT FCT | $1.1M | 5.0K | 0.5% | ▼−10% Reduced · −580 sh | |
| 34 | Ishares TR IBONDS 27 TRM TS | $1.1M | 48.7K | 0.5% | ▲+3.6% Added · +2K sh | |
| 35 | Schwab Strategic TR FUNDAMENTAL INTL | $1.0M | 19.8K | 0.5% | ▼−0.5% Reduced · −90 sh | |
| 36 | Ishares Inc MSCI EMERG MRKT | $957K | 12.7K | 0.4% | —Held | |
| 37 | Ishares TR CORE S&P MCP ETF | $947K | 12.3K | 0.4% | —Held | |
| 38 | Listed FDS TR SWAN HEDGED EQTY | $913K | 34.2K | 0.4% | ▲+4.4% Added · +1K sh | |
| 39 | Dimensional ETF Trust INTL HIGH PROFIT | $910K | 26.7K | 0.4% | —Held | |
| 40 | Vanguard World FD MEGA CAP INDEX | $874K | 3.2K | 0.4% | —Held | |
| 41 | Abbott Laboratories COM | $790K | 8.7K | 0.4% | ▲New New position | |
| 42 | American Centy ETF TR US LARGE CAP VLU | $769K | 8.4K | 0.4% | —Held | |
| 43 | Innovator Etfs Trust US EQT PWR BUF | $758K | 18.0K | 0.4% | ▲+91% Added · +9K sh | |
| 44 | Keurig DR Pepper Inc COM | $712K | 21.7K | 0.3% | —Held | |
| 45 | Ishares TR HIGH YLD SYSTM B | $678K | 14.5K | 0.3% | ▼−3.8% Reduced · −568 sh | |
| 46 | Schwab Strategic TR FUND EM EQUI ETF | $676K | 17.0K | 0.3% | —Held | |
| 47 | Invesco Exch Traded FD TR II S&P EMRNG MKTS | $676K | 24.3K | 0.3% | —Held | |
| 48 | Microsoft Corp COM | $666K | 1.8K | 0.3% | ▼−2.2% Reduced · −41 sh | |
| 49 | Ishares TR IBONDS 28 TRM TS | $660K | 29.8K | 0.3% | ▲+14% Added · +4K sh | |
| 50 | Pimco ETF TR ENHAN SHRT MA AC | $638K | 6.3K | 0.3% | ▲+3.5% Added · +213 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 79 | $214.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 73 | $191.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 73 | $184.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 73 | $176.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 68 | $157.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 66 | $142.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 65 | $133.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.