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Riverchase Wealth Management - Q2 2026 13F Filings

RI

Riverchase Wealth Management, LLC

CIK: 0002055985
Address: Texas Flower Mound 3419 Cross Timbers Rd Ste 105
$214.58 M
Portfolio Value
79
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/17/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. ABBV Abbvie
+$1.24 M
2. DCOR Dimensional Us Core Equity 1 Etf
+$1.02 M
3. PYLD Pimco Multisector Bond Active Exchange-Traded Fund
+$1.01 M
4. ABT Abbott Laboratories
+$789,801
5. DFCF Dimensional Core Fixed Income Etf
+$574,182.12

Top Sells

Q2 2026
1. DFAC Dimensional Us Core Equity 2 Etf
−$706,876.04
2. XOM Exxon Mobil Corporation
−$531,350
3. SPY Spdr S&P 500 Etf Trust
−$382,530
4. JEPI Jpmorgan Equity Premium Income Etf
−$215,075.87
5. USFR Wisdomtree Floating Rate Treasury Fund
−$203,715.93

Asset Allocation

Stocks/ETFs
+11.81%
$214.58 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Riverchase Wealth Management Q2 2026 Filing Summary

Riverchase Wealth Management, LLC filed its 13F report for Q2 2026 on July 17, 2026. The portfolio totaled 214.58 M reflecting a +11.81% change from the prior quarter, spanning 79 assets. The top 10 holdings comprised 68.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 2 complete exits.

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Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Riverchase Wealth Management’s Q2 2026 Filing

Riverchase Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/17/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Riverchase Wealth Management reported a managed portfolio value of 214.58 M, consisting of 79 individual positions.

This page displays the raw filing documents. To see which stocks Riverchase Wealth Management bought or sold during Q2 2026, please visit Riverchase Wealth Management's Portfolio Analysis page.