Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RIVERCHASE WEALTH MANAGEMENT, LLC (CIK 2055985) reported $191.9M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DCOR ($22.9M, 11.92%), JCPB ($18.4M, 9.60%), PYLD ($17.1M, 8.92%), DFCF ($16.7M, 8.68%), DFIC ($16.0M, 8.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DCOR | DIMENSIONAL ETF TRUST | $22.9M | 11.92% | 317,331 | Added |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $18.4M | 9.60% | 391,521 | Added |
| 3 | PYLD | PIMCO ETF TR | $17.1M | 8.92% | 653,106 | Added |
| 4 | DFCF | DIMENSIONAL ETF TRUST | $16.7M | 8.68% | 394,689 | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $16.0M | 8.35% | 451,223 | Trimmed |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $15.5M | 8.10% | 400,075 | Trimmed |
| 7 | DUHP | DIMENSIONAL ETF TRUST | $13.1M | 6.84% | 357,127 | Added |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $4.4M | 2.28% | 126,761 | Trimmed |
| 9 | AVUS | AMERICAN CENTY ETF TR | $4.3M | 2.25% | 38,926 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $4.3M | 2.22% | 7,120 | Trimmed |
| 11 | IBDS | ISHARES TR | $2.7M | 1.40% | 110,707 | Added |
| 12 | SPYV | SPDR SERIES TRUST | $2.7M | 1.40% | 47,549 | Hold |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $2.6M | 1.36% | 40,613 | Hold |
| 14 | IBDR | ISHARES TR | $2.5M | 1.33% | 105,124 | Trimmed |
| 15 | FNDX | SCHWAB STRATEGIC TR | $2.4M | 1.25% | 86,052 | Hold |
| 16 | PFEB | INNOVATOR ETFS TRUST | $2.2M | 1.16% | 55,663 | Hold |
| 17 | VTV | VANGUARD INDEX FDS | $2.2M | 1.14% | 11,180 | Hold |
| 18 | WFC | WELLS FARGO & CO | $1.9M | 1.01% | 24,276 | Trimmed |
| 19 | PXF | INVESCO EXCH TRADED FD TR II | $1.8M | 0.92% | 25,378 | Hold |
| 20 | IBDT | ISHARES TR | $1.8M | 0.91% | 69,169 | Added |
| 21 | HELO | J P MORGAN EXCHANGE TRADED F | $1.7M | 0.90% | 26,914 | New |
| 22 | SCHB | SCHWAB STRATEGIC TR | $1.4M | 0.75% | 57,249 | Hold |
| 23 | DFIV | DIMENSIONAL ETF TRUST | $1.4M | 0.73% | 26,420 | Added |
| 24 | AVDE | AMERICAN CENTY ETF TR | $1.4M | 0.73% | 16,580 | Added |
| 25 | IBTG | ISHARES TR | $1.3M | 0.70% | 58,501 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31