Riverchase Wealth Management, LLC holds a focused book of 79 reported positions worth $214.6M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-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 reported non-option book. Cloning the disclosed picks since 2025 would be +24% (+14.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Riverchase Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Riverchase Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~20 days for the latest filing, with 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
+3 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Riverchase Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| CSP Financial Group, LLC | 12 / 79 | $92.1M |
| Kooman & Associates | 15 / 79 | $277.0M |
| Heffernan Advisory, Inc | 9 / 79 | $85.2M |
| Verisail Partners, LLC | 10 / 79 | $190.7M |
| Oceanside Advisors LLC | 20 / 79 | $129.0M |
| Sensenig Capital Advisors, Inc | 12 / 79 | $70.3M |
| Syverson Strege & Co | 16 / 79 | $294.8M |
| DecisionPoint Financial, LLC | 35 / 79 | $346.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Riverchase Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 20d | 79 | $214.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 20d | 73 | $191.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 73 | $184.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 22d | 73 | $176.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 24d | 68 | $157.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 35d | 66 | $142.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 43d | 65 | $133.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.