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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 Miscellaneous 96.13%
2 Financials 1.45%
3 Healthcare 1.07%
4 Technology 0.7%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IQLT icon
76
iShares MSCI Intl Quality Factor ETF
IQLT
$13.9B
$231K 0.11%
4,658
– –
PSTP icon
77
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$133M
$229K 0.11%
+6,237
New +$226K
IBM icon
78
IBM
IBM
$226B
$221K 0.1%
+786
New +$198K
PID icon
79
Invesco International Dividend Achievers ETF
PID
$889M
$208K 0.1%
9,362
– –
SPY icon
80
State Street SPDR S&P 500 ETF Trust
SPY
$810B
– –
-588
Closed -$383K
XOM icon
81
ExxonMobil
XOM
$680B
– –
-3,132
Closed -$531K
1 2 3
4

Similar funds

PWM
Peterson Wealth Management Sparks, Nevada $215M AUM 17.58% 1-Year Est. Return
NC
Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return
LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
SWMP
Signature Wealth Management Partners Montvale, New Jersey $214M AUM 27.04% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
VCS
Vaughan & Co Securities Ridgewood, New Jersey $214M AUM 27.87% 1-Year Est. Return
COA
Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return

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 Miscellaneous at 96% of assets, down from 97% a quarter earlier, followed by Financials and Healthcare.

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.