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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
AMAT icon
51
Applied Materials
AMAT
$426B
$618K 0.29%
855
– –
UMAR icon
52
Innovator US Equity Ultra Buffer ETF March
UMAR
$196M
$609K 0.28%
14,416
-1,268
-8% -$52.7K
AVEM icon
53
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$608K 0.28%
6,304
+657
+12% +$60.6K
SMH icon
54
VanEck Semiconductor ETF
SMH
$67.6B
$599K 0.28%
913
– –
DISV icon
55
Dimensional International Small Cap Value ETF
DISV
$4.85B
$592K 0.28%
14,755
+24
+0.2% +$995
DGRO icon
56
iShares Core Dividend Growth ETF
DGRO
$42.6B
$518K 0.24%
6,835
– –
FNDA icon
57
Schwab Fundamental US Small Company Index ETF
FNDA
$9.17B
$496K 0.23%
13,036
-172
-1% -$6.13K
NXTG icon
58
First Trust Indxx NextG ETF
NXTG
$537M
$495K 0.23%
3,227
– –
PMAR icon
59
Innovator US Equity Power Buffer ETF March
PMAR
$755M
$480K 0.22%
10,039
-1,774
-15% -$83.4K
IBMO icon
60
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$579M
$467K 0.22%
18,214
-2,459
-12% -$63K
SOXX icon
61
iShares Semiconductor ETF
SOXX
$44.2B
$411K 0.19%
641
-6
-0.9% -$3.05K
PJUL icon
62
Innovator US Equity Power Buffer ETF July
PJUL
$1.18B
$403K 0.19%
8,258
– –
POCT icon
63
Innovator US Equity Power Buffer ETF October
POCT
$963M
$403K 0.19%
8,675
– –
DFAU icon
64
Dimensional US Core Equity Market ETF
DFAU
$12.3B
$393K 0.18%
7,597
+16
+0.2% +$801
DFLV icon
65
Dimensional US Large Cap Value ETF
DFLV
$6.69B
$386K 0.18%
+9,755
New +$374K
DASH icon
66
DoorDash
DASH
$75.3B
$369K 0.17%
2,000
– –
ZJUL
67
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$178M
$357K 0.17%
+11,916
New +$354K
DFAE icon
68
Dimensional Emerging Core Equity Market ETF
DFAE
$9.21B
$319K 0.15%
7,926
+300
+4% +$11.6K
SUN icon
69
Sunoco
SUN
$14.2B
$316K 0.15%
4,679
– –
QQQ icon
70
Invesco QQQ Trust
QQQ
$455B
$305K 0.14%
414
– –
IBDU icon
71
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.01B
$304K 0.14%
+13,146
New +$305K
IDEC icon
72
Innovator International Developed Power Buffer ETF December
IDEC
$42M
$276K 0.13%
8,045
-16
-0.2% -$541
JEPI icon
73
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$266K 0.12%
4,702
-3,808
-45% -$215K
UFPT icon
74
UFP Technologies
UFPT
$1.84B
$260K 0.12%
+979
New +$213K
USFR icon
75
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$234K 0.11%
4,652
-4,046
-47% -$204K
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.