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RWM

Riverchase Wealth Management Portfolio holdings

AUM $215M
1-Year Est. Return 14.84%
This Fund
S&P 500
This Quarter Est. Return
+8.42%
1 Year Est. Return
+14.84%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$215M
AUM Growth
+$22.7M
Cap. Flow
+$7.41M
Cap. Flow %
3.45%
Top 10 Hldgs %
68.16%
Holding
81
New
8
Increased
27
Reduced
18
Closed
2

Top Buys

Rank Stock Value
1
ABBV icon
AbbVie
ABBV
+$1.06M
2
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.01M
3
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$988K
4
ABT icon
Abbott
ABT
+$794K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$575K

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$682K
2
XOM icon
ExxonMobil
XOM
+$531K
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$383K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$215K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$204K

Sector Composition

Rank Sector Weight
1 Financials 1.45%
2 Healthcare 1.07%
3 Technology 0.7%
4 Consumer Staples 0.33%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
26
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.48M 0.69%
9,975
– –
PJUN icon
27
Innovator US Equity Power Buffer ETF June
PJUN
$949M
$1.47M 0.69%
34,031
+6,781
+25% +$292K
IBTG icon
28
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.25B
$1.4M 0.65%
60,957
+2,456
+4% +$56.2K
ABBV icon
29
AbbVie
ABBV
$458B
$1.24M 0.58%
+4,919
New +$1.06M
DFSV
30
Dimensional US Small Cap Value ETF
DFSV
$8.14B
$1.21M 0.57%
31,294
-65
-0.2% -$2.43K
DFAI
31
Dimensional International Core Equity Market ETF
DFAI
$17.1B
$1.18M 0.55%
28,724
+292
+1% +$12K
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.12M 0.52%
2,234
– –
QUAL icon
33
iShares MSCI USA Quality Factor ETF
QUAL
$45.8B
$1.09M 0.51%
4,973
-580
-10% -$122K
IBTH icon
34
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.23B
$1.09M 0.51%
48,669
+1,675
+4% +$37.5K
FNDF icon
35
Schwab Fundamental International Large Company Index ETF
FNDF
$24.3B
$1.05M 0.49%
19,818
-90
-0.5% -$4.73K
EEMV icon
36
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.45B
$957K 0.45%
12,718
– –
IJH icon
37
iShares Core S&P Mid-Cap ETF
IJH
$123B
$947K 0.44%
12,280
– –
HEGD icon
38
Swan Hedged Equity US Large Cap ETF
HEGD
$704M
$913K 0.43%
34,233
+1,446
+4% +$37.9K
DIHP icon
39
Dimensional International High Profitability ETF
DIHP
$6.18B
$910K 0.42%
26,681
– –
MGC icon
40
Vanguard Mega Cap 300 Index ETF
MGC
$9.87B
$874K 0.41%
3,195
– –
ABT icon
41
Abbott
ABT
$180B
$790K 0.37%
+8,704
New +$794K
AVLV icon
42
Avantis US Large Cap Value ETF
AVLV
$17.3B
$769K 0.36%
8,431
– –
PAPR icon
43
Innovator US Equity Power Buffer ETF April
PAPR
$946M
$758K 0.35%
17,967
+8,573
+91% +$357K
KDP icon
44
Keurig Dr Pepper
KDP
$40.4B
$712K 0.33%
21,740
– –
HYDB icon
45
iShares High Yield Systematic Bond ETF
HYDB
$1.62B
$678K 0.32%
14,495
-568
-4% -$26.6K
FNDE icon
46
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.46B
$676K 0.32%
17,041
– –
EELV icon
47
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$427M
$676K 0.31%
24,303
– –
MSFT icon
48
Microsoft
MSFT
$2.84T
$666K 0.31%
1,785
-41
-2% -$16.6K
IBTI icon
49
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.86B
$660K 0.31%
29,788
+3,614
+14% +$80.1K
MINT icon
50
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$638K 0.3%
6,331
+213
+3% +$21.4K
1
2
3 4

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Riverchase Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Riverchase Wealth Management held 81 positions worth $215M, up 12% from $192M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Riverchase Wealth Management deployed $7.41M of net new capital in Q2 2026, opening 8 new positions and adding to 27 existing holdings. Its largest new stake was AbbVie: 4,919 shares worth $1.24M.

By sector, the portfolio is most concentrated in Financials at 1.5% of assets, down from 1.6% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was Dimensional US Core Equity 2 ETF, an estimated $682K trimmed.

  • Riverchase Wealth Management's largest Q2 2026 buy was AbbVie: 4,919 shares worth $1.24M.
  • Riverchase Wealth Management added most to PIMCO Multi Sector Bond Active ETF in Q2 2026, an estimated $1.01M increase.
  • Riverchase Wealth Management's biggest Q2 2026 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $682K.
  • Riverchase Wealth Management fully exited ExxonMobil in Q2 2026, selling an estimated $531K.
  • Riverchase Wealth Management's ten largest holdings make up 68% of its $215M portfolio in Q2 2026.
  • Riverchase Wealth Management opened 8 new positions and closed 2 in Q2 2026.
  • Riverchase Wealth Management's portfolio value rose 12% quarter-over-quarter to $215M.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.