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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
+4.54%
1 Year Est. Return
+14.84%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$18.9M
Cap. Flow
+$11.6M
Cap. Flow %
6.6%
Top 10 Hldgs %
68.01%
Holding
77
New
9
Increased
24
Reduced
14
Closed
4

Top Buys

Rank Stock Value
1
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$2.9M
2
WFC icon
Wells Fargo
WFC
+$2.4M
3
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$2.28M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.4M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$926K

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.21M
2
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$363K
3
ADP icon
Automatic Data Processing
ADP
+$263K
4
UMAY icon
Innovator US Equity Ultra Buffer ETF May
UMAY
+$259K
5
IAPR icon
Innovator International Developed Power Buffer ETF April
IAPR
+$228K

Sector Composition

Rank Sector Weight
1 Financials 2.04%
2 Technology 0.98%
3 Energy 0.32%
4 Consumer Staples 0.31%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.12M 0.64%
2,234
-291
-12% -$141K
PJUN icon
27
Innovator US Equity Power Buffer ETF June
PJUN
$953M
$1.12M 0.64%
27,250
– –
DFAI
28
Dimensional International Core Equity Market ETF
DFAI
$17.2B
$1.1M 0.63%
30,373
+554
+2% +$19.6K
IBTG icon
29
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.24B
$1.09M 0.62%
47,667
+406
+0.9% +$9.29K
DFIV icon
30
Dimensional International Value ETF
DFIV
$20.9B
$1.01M 0.57%
21,979
+4,910
+29% +$220K
AVDE icon
31
Avantis International Equity ETF
AVDE
$17.8B
$1.01M 0.57%
12,818
+175
+1% +$13.3K
MSFT icon
32
Microsoft
MSFT
$2.92T
$925K 0.52%
1,785
– –
DFSV
33
Dimensional US Small Cap Value ETF
DFSV
$8.25B
$896K 0.51%
28,142
– –
FNDF icon
34
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$855K 0.48%
19,908
+206
+1% +$8.57K
HEGD icon
35
Swan Hedged Equity US Large Cap ETF
HEGD
$708M
$833K 0.47%
33,417
– –
DIHP icon
36
Dimensional International High Profitability ETF
DIHP
$6.25B
$815K 0.46%
26,806
-590
-2% -$17.6K
EEMV icon
37
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.41B
$812K 0.46%
12,718
– –
IJH icon
38
iShares Core S&P Mid-Cap ETF
IJH
$123B
$801K 0.45%
12,280
– –
IBTH icon
39
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.25B
$800K 0.45%
35,520
+3,591
+11% +$80.6K
MGC icon
40
Vanguard Mega Cap 300 Index ETF
MGC
$9.88B
$780K 0.44%
3,195
– –
PAAA icon
41
PGIM AAA CLO ETF
PAAA
$11B
$681K 0.39%
13,225
+6,447
+95% +$331K
IBMN
42
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$677K 0.38%
25,255
– –
EELV icon
43
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$431M
$647K 0.37%
24,303
– –
HYDB icon
44
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
$620K 0.35%
12,965
+371
+3% +$17.6K
FNDE icon
45
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.51B
$616K 0.35%
17,041
-245
-1% -$8.44K
KDP icon
46
Keurig Dr Pepper
KDP
$42.3B
$555K 0.31%
21,740
– –
AVLV icon
47
Avantis US Large Cap Value ETF
AVLV
$18B
$552K 0.31%
7,637
– –
DASH icon
48
DoorDash
DASH
$85.2B
$544K 0.31%
2,000
– –
IBMO icon
49
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$581M
$493K 0.28%
19,229
– –
JEPI icon
50
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$482K 0.27%
8,439
+62
+0.7% +$3.52K
1
2
3 4

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Riverchase Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Riverchase Wealth Management held 77 positions worth $177M, up 12% from $158M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Riverchase Wealth Management deployed $11.6M of net new capital in Q3 2025, opening 9 new positions and adding to 24 existing holdings. Its largest new stake was Wells Fargo: 29,603 shares worth $2.48M.

By sector, the portfolio is most concentrated in Financials at 2% of assets, up from 0.78% a quarter earlier, followed by Technology and Energy.

On the sell side, the largest reduction was Dimensional US Core Equity 2 ETF, an estimated $2.21M trimmed.

  • Riverchase Wealth Management's largest Q3 2025 buy was Wells Fargo: 29,603 shares worth $2.48M.
  • Riverchase Wealth Management added most to Dimensional US Core Equity 1 ETF in Q3 2025, an estimated $2.9M increase.
  • Riverchase Wealth Management's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $2.21M.
  • Riverchase Wealth Management fully exited Innovator US Equity Power Buffer ETF May in Q3 2025, selling an estimated $363K.
  • Riverchase Wealth Management's ten largest holdings make up 68% of its $177M portfolio in Q3 2025.
  • Riverchase Wealth Management opened 9 new positions and closed 4 in Q3 2025.
  • Riverchase Wealth Management's portfolio value rose 12% quarter-over-quarter to $177M.

Based on Riverchase Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.