Riverchase Wealth Management
Flower Mound, TXfiles as RIVERCHASE WEALTH MANAGEMENT, LLC
$215m in 79 US stocks at the end of 30 June 2026. The top 10 are 68.2% of the money. It changed about 4.3% of the portfolio this quarter.
Value
$215m
Stocks
79
Top 10 share
68.2%
Turnover
4.3%
What changed this quarter
New
Bought for the first time this quarter.
- AbbVieABBV0.6% of the fund
- Abbott LaboratoriesABT0.4% of the fund
- Dimensional ETF TrustDFLV0.2% of the fund
- Innovator Etfs TrustZJUL0.2% of the fund
- Ishares TRIBDU0.1% of the fund
- UFP TechnologiesUFPT0.1% of the fund
- Innovator Etfs TrustPSTP0.1% of the fund
- International Business MachinesIBM0.1% of the fund
Added
Bought more of a stock they already held.
- Dimensional ETF TrustDCOR12.6% of the fund+4%
- J P Morgan Exchange Traded FJCPB8.8% of the fund+3%
- Pimco ETF TRPYLD8.5% of the fund+6%
- Dimensional ETF TrustDFCF8.0% of the fund+3%
- Dimensional ETF TrustDUHP7.2% of the fund+3%
- American Centy ETF TRAVUS2.4% of the fund+4%
- Ishares TRIBDR1.2% of the fund+3%
- J P Morgan Exchange Traded FHELO1.0% of the fund+23%
- Ishares TRIBDT0.9% of the fund+13%
- Pgim ETF TRPAAA0.8% of the fund+41%
- Dimensional ETF TrustDFIV0.7% of the fund+4%
- Innovator Etfs TrustPJUN0.7% of the fund+25%
- Ishares TRIBTG0.7% of the fund+4%
- Ishares TRIBTH0.5% of the fund+4%
- Listed FDS TRHEGD0.4% of the fund+4%
- Innovator Etfs TrustPAPR0.4% of the fund+91%
- Ishares TRIBTI0.3% of the fund+14%
- Pimco ETF TRMINT0.3% of the fund+3%
- American Centy ETF TRAVEM0.3% of the fund+12%
- Dimensional ETF TrustDFAE0.1% of the fund+4%
Cut
Sold some of their stake.
- Dimensional ETF TrustDFAC7.9% of the fund-4%
- Ishares TRQUAL0.5% of the fund-10%
- Ishares TRHYDB0.3% of the fund-4%
- MicrosoftMSFT0.3% of the fund-2%
- Innovator Etfs TrustUMAR0.3% of the fund-8%
- Innovator Etfs TrustPMAR0.2% of the fund-15%
- Ishares TRIBMO0.2% of the fund-12%
- J P Morgan Exchange Traded FJEPI0.1% of the fund-45%
- Wisdomtree TRUSFR0.1% of the fund-47%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- State STR Spdr S&P 500 ETF TSPY-100%
Holdings
- Dimensional ETF TrustDCOR
- Share
- 12.6%
- Value
- $27m
- Shares
- 329,785
+4%
- J P Morgan Exchange Traded FJCPB
- Share
- 8.8%
- Value
- $19m
- Shares
- 403,571
+3%
- Pimco ETF TRPYLD
- Share
- 8.5%
- Value
- $18m
- Shares
- 691,288
+6%
- Dimensional ETF TrustDFCF
- Share
- 8.0%
- Value
- $17m
- Shares
- 408,292
+3%
- Dimensional ETF TrustDFIC
- Share
- 8.0%
- Value
- $17m
- Shares
- 458,556
Held
- Dimensional ETF TrustDFAC
- Share
- 7.9%
- Value
- $17m
- Shares
- 384,140
-4%
- Dimensional ETF TrustDUHP
- Share
- 7.2%
- Value
- $15m
- Shares
- 368,577
+3%
- Dimensional ETF TrustDFEM
- Share
- 2.4%
- Value
- $5m
- Shares
- 127,302
Held
- American Centy ETF TRAVUS
- Share
- 2.4%
- Value
- $5m
- Shares
- 40,334
+4%
- Vanguard Index FDSVOO
- Share
- 2.3%
- Value
- $5m
- Shares
- 7,092
Held
- Spdr Series TrustSPYV
- Share
- 1.3%
- Value
- $3m
- Shares
- 47,549
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 1.3%
- Value
- $3m
- Shares
- 40,253
Held
- Ishares TRIBDS
- Share
- 1.3%
- Value
- $3m
- Shares
- 112,074
Held
- Schwab Strategic TRFNDX
- Share
- 1.2%
- Value
- $3m
- Shares
- 85,748
Held
- Ishares TRIBDR
- Share
- 1.2%
- Value
- $3m
- Shares
- 108,551
+3%
- Vanguard Index FDSVTV
- Share
- 1.1%
- Value
- $2m
- Shares
- 11,180
Held
- Innovator Etfs TrustPFEB
- Share
- 1.1%
- Value
- $2m
- Shares
- 55,663
Held
- J P Morgan Exchange Traded FHELO
- Share
- 1.0%
- Value
- $2m
- Shares
- 33,015
+23%
- Ishares TRIBDT
- Share
- 0.9%
- Value
- $2m
- Shares
- 77,898
+13%
- Invesco Exch Traded FD TR IIPXF
- Share
- 0.9%
- Value
- $2m
- Shares
- 25,378
Held
- Schwab Strategic TRSCHB
- Share
- 0.8%
- Value
- $2m
- Shares
- 57,249
Held
- Pgim ETF TRPAAA
- Share
- 0.8%
- Value
- $2m
- Shares
- 31,773
+41%
- American Centy ETF TRAVDE
- Share
- 0.7%
- Value
- $2m
- Shares
- 16,849
Held
- Dimensional ETF TrustDFIV
- Share
- 0.7%
- Value
- $1m
- Shares
- 27,467
+4%
- Ishares TRIJR
- Share
- 0.7%
- Value
- $1m
- Shares
- 9,975
Held
- Innovator Etfs TrustPJUN
- Share
- 0.7%
- Value
- $1m
- Shares
- 34,031
+25%
- Ishares TRIBTG
- Share
- 0.7%
- Value
- $1m
- Shares
- 60,957
+4%
- Dimensional ETF TrustDFSV
- Share
- 0.6%
- Value
- $1m
- Shares
- 31,294
Held
- Dimensional ETF TrustDFAI
- Share
- 0.6%
- Value
- $1m
- Shares
- 28,724
Held
- Ishares TRQUAL
- Share
- 0.5%
- Value
- $1m
- Shares
- 4,973
-10%
- Ishares TRIBTH
- Share
- 0.5%
- Value
- $1m
- Shares
- 48,669
+4%
- Schwab Strategic TRFNDF
- Share
- 0.5%
- Value
- $1m
- Shares
- 19,818
Held
- IsharesEEMV
- Share
- 0.4%
- Value
- $957,411
- Shares
- 12,718
Held
- Ishares TRIJH
- Share
- 0.4%
- Value
- $946,911
- Shares
- 12,280
Held
- Listed FDS TRHEGD
- Share
- 0.4%
- Value
- $912,652
- Shares
- 34,233
+4%
- Dimensional ETF TrustDIHP
- Share
- 0.4%
- Value
- $910,489
- Shares
- 26,681
Held
- Vanguard World FDMGC
- Share
- 0.4%
- Value
- $874,248
- Shares
- 3,195
Held
- American Centy ETF TRAVLV
- Share
- 0.4%
- Value
- $768,992
- Shares
- 8,431
Held
- Innovator Etfs TrustPAPR
- Share
- 0.4%
- Value
- $758,207
- Shares
- 17,967
+91%
- Ishares TRHYDB
- Share
- 0.3%
- Value
- $677,912
- Shares
- 14,495
-4%
- Schwab Strategic TRFNDE
- Share
- 0.3%
- Value
- $676,187
- Shares
- 17,041
Held
- Invesco Exch Traded FD TR IIEELV
- Share
- 0.3%
- Value
- $675,623
- Shares
- 24,303
Held
- Ishares TRIBTI
- Share
- 0.3%
- Value
- $659,506
- Shares
- 29,788
+14%
- Pimco ETF TRMINT
- Share
- 0.3%
- Value
- $638,228
- Shares
- 6,331
+3%
- Innovator Etfs TrustUMAR
- Share
- 0.3%
- Value
- $609,008
- Shares
- 14,416
-8%
- American Centy ETF TRAVEM
- Share
- 0.3%
- Value
- $608,273
- Shares
- 6,304
+12%
- Vaneck ETF TrustSMH
- Share
- 0.3%
- Value
- $598,583
- Shares
- 913
Held
- Dimensional ETF TrustDISV
- Share
- 0.3%
- Value
- $592,118
- Shares
- 14,755
Held
- Ishares TRDGRO
- Share
- 0.2%
- Value
- $518,025
- Shares
- 6,835
Held
- Schwab Strategic TRFNDA
- Share
- 0.2%
- Value
- $496,150
- Shares
- 13,036
Held
- First TR Exchange-Traded FDNXTG
- Share
- 0.2%
- Value
- $494,833
- Shares
- 3,227
Held
- Innovator Etfs TrustPMAR
- Share
- 0.2%
- Value
- $479,561
- Shares
- 10,039
-15%
- Ishares TRIBMO
- Share
- 0.2%
- Value
- $467,009
- Shares
- 18,214
-12%
- Ishares TRSOXX
- Share
- 0.2%
- Value
- $410,666
- Shares
- 641
Held
- Innovator Etfs TrustPJUL
- Share
- 0.2%
- Value
- $403,073
- Shares
- 8,258
Held
- Innovator Etfs TrustPOCT
- Share
- 0.2%
- Value
- $402,607
- Shares
- 8,675
Held
- Dimensional ETF TrustDFAU
- Share
- 0.2%
- Value
- $392,677
- Shares
- 7,597
Held
- Dimensional ETF TrustDFLV
- Share
- 0.2%
- Value
- $385,713
- Shares
- 9,755
New
- Innovator Etfs TrustZJUL
- Share
- 0.2%
- Value
- $357,123
- Shares
- 11,916
New
- Dimensional ETF TrustDFAE
- Share
- 0.1%
- Value
- $318,704
- Shares
- 7,926
+4%
- Sunoco Lp/sunoco FINSUN
- Share
- 0.1%
- Value
- $315,833
- Shares
- 4,679
Held
- Invesco QQQ TRQQQ
- Share
- 0.1%
- Value
- $304,992
- Shares
- 414
Held
- Ishares TRIBDU
- Share
- 0.1%
- Value
- $304,461
- Shares
- 13,146
New
- Innovator Etfs TrustIDEC
- Share
- 0.1%
- Value
- $276,090
- Shares
- 8,045
Held
- J P Morgan Exchange Traded FJEPI
- Share
- 0.1%
- Value
- $265,569
- Shares
- 4,702
-45%
- Wisdomtree TRUSFR
- Share
- 0.1%
- Value
- $234,228
- Shares
- 4,652
-47%
- Ishares TRIQLT
- Share
- 0.1%
- Value
- $230,804
- Shares
- 4,658
Held
- Innovator Etfs TrustPSTP
- Share
- 0.1%
- Value
- $229,428
- Shares
- 6,237
New
- Invesco Exchange Traded FD TPID
- Share
- <0.1%
- Value
- $207,836
- Shares
- 9,362
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Dimensional ETF TrustDCOR | 12.6% | $27m | 329,785 | +4% |
| J P Morgan Exchange Traded FJCPB | 8.8% | $19m | 403,571 | +3% |
| Pimco ETF TRPYLD | 8.5% | $18m | 691,288 | +6% |
| Dimensional ETF TrustDFCF | 8.0% | $17m | 408,292 | +3% |
| Dimensional ETF TrustDFIC | 8.0% | $17m | 458,556 | Held |
| Dimensional ETF TrustDFAC | 7.9% | $17m | 384,140 | -4% |
| Dimensional ETF TrustDUHP | 7.2% | $15m | 368,577 | +3% |
| Dimensional ETF TrustDFEM | 2.4% | $5m | 127,302 | Held |
| American Centy ETF TRAVUS | 2.4% | $5m | 40,334 | +4% |
| Vanguard Index FDSVOO | 2.3% | $5m | 7,092 | Held |
| Spdr Series TrustSPYV | 1.3% | $3m | 47,549 | Held |
| Vanguard Tax-Managed FDSVEA | 1.3% | $3m | 40,253 | Held |
| Ishares TRIBDS | 1.3% | $3m | 112,074 | Held |
| Schwab Strategic TRFNDX | 1.2% | $3m | 85,748 | Held |
| Ishares TRIBDR | 1.2% | $3m | 108,551 | +3% |
| Vanguard Index FDSVTV | 1.1% | $2m | 11,180 | Held |
| Innovator Etfs TrustPFEB | 1.1% | $2m | 55,663 | Held |
| J P Morgan Exchange Traded FHELO | 1.0% | $2m | 33,015 | +23% |
| Wells Fargo & CompanyWFC | 0.9% | $2m | 24,222 | Held |
| Ishares TRIBDT | 0.9% | $2m | 77,898 | +13% |
| Invesco Exch Traded FD TR IIPXF | 0.9% | $2m | 25,378 | Held |
| Schwab Strategic TRSCHB | 0.8% | $2m | 57,249 | Held |
| Pgim ETF TRPAAA | 0.8% | $2m | 31,773 | +41% |
| American Centy ETF TRAVDE | 0.7% | $2m | 16,849 | Held |
| Dimensional ETF TrustDFIV | 0.7% | $1m | 27,467 | +4% |
| Ishares TRIJR | 0.7% | $1m | 9,975 | Held |
| Innovator Etfs TrustPJUN | 0.7% | $1m | 34,031 | +25% |
| Ishares TRIBTG | 0.7% | $1m | 60,957 | +4% |
| AbbVieABBV | 0.6% | $1m | 4,919 | New |
| Dimensional ETF TrustDFSV | 0.6% | $1m | 31,294 | Held |
| Dimensional ETF TrustDFAI | 0.6% | $1m | 28,724 | Held |
| Berkshire HathawayBRK-B | 0.5% | $1m | 2,234 | Held |
| Ishares TRQUAL | 0.5% | $1m | 4,973 | -10% |
| Ishares TRIBTH | 0.5% | $1m | 48,669 | +4% |
| Schwab Strategic TRFNDF | 0.5% | $1m | 19,818 | Held |
| IsharesEEMV | 0.4% | $957,411 | 12,718 | Held |
| Ishares TRIJH | 0.4% | $946,911 | 12,280 | Held |
| Listed FDS TRHEGD | 0.4% | $912,652 | 34,233 | +4% |
| Dimensional ETF TrustDIHP | 0.4% | $910,489 | 26,681 | Held |
| Vanguard World FDMGC | 0.4% | $874,248 | 3,195 | Held |
| Abbott LaboratoriesABT | 0.4% | $789,801 | 8,704 | New |
| American Centy ETF TRAVLV | 0.4% | $768,992 | 8,431 | Held |
| Innovator Etfs TrustPAPR | 0.4% | $758,207 | 17,967 | +91% |
| Keurig Dr PepperKDP | 0.3% | $711,550 | 21,740 | Held |
| Ishares TRHYDB | 0.3% | $677,912 | 14,495 | -4% |
| Schwab Strategic TRFNDE | 0.3% | $676,187 | 17,041 | Held |
| Invesco Exch Traded FD TR IIEELV | 0.3% | $675,623 | 24,303 | Held |
| MicrosoftMSFT | 0.3% | $665,978 | 1,785 | -2% |
| Ishares TRIBTI | 0.3% | $659,506 | 29,788 | +14% |
| Pimco ETF TRMINT | 0.3% | $638,228 | 6,331 | +3% |
| Applied MaterialsAMAT | 0.3% | $618,352 | 855 | Held |
| Innovator Etfs TrustUMAR | 0.3% | $609,008 | 14,416 | -8% |
| American Centy ETF TRAVEM | 0.3% | $608,273 | 6,304 | +12% |
| Vaneck ETF TrustSMH | 0.3% | $598,583 | 913 | Held |
| Dimensional ETF TrustDISV | 0.3% | $592,118 | 14,755 | Held |
| Ishares TRDGRO | 0.2% | $518,025 | 6,835 | Held |
| Schwab Strategic TRFNDA | 0.2% | $496,150 | 13,036 | Held |
| First TR Exchange-Traded FDNXTG | 0.2% | $494,833 | 3,227 | Held |
| Innovator Etfs TrustPMAR | 0.2% | $479,561 | 10,039 | -15% |
| Ishares TRIBMO | 0.2% | $467,009 | 18,214 | -12% |
| Ishares TRSOXX | 0.2% | $410,666 | 641 | Held |
| Innovator Etfs TrustPJUL | 0.2% | $403,073 | 8,258 | Held |
| Innovator Etfs TrustPOCT | 0.2% | $402,607 | 8,675 | Held |
| Dimensional ETF TrustDFAU | 0.2% | $392,677 | 7,597 | Held |
| Dimensional ETF TrustDFLV | 0.2% | $385,713 | 9,755 | New |
| DoorDashDASH | 0.2% | $369,060 | 2,000 | Held |
| Innovator Etfs TrustZJUL | 0.2% | $357,123 | 11,916 | New |
| Dimensional ETF TrustDFAE | 0.1% | $318,704 | 7,926 | +4% |
| Sunoco Lp/sunoco FINSUN | 0.1% | $315,833 | 4,679 | Held |
| Invesco QQQ TRQQQ | 0.1% | $304,992 | 414 | Held |
| Ishares TRIBDU | 0.1% | $304,461 | 13,146 | New |
| Innovator Etfs TrustIDEC | 0.1% | $276,090 | 8,045 | Held |
| J P Morgan Exchange Traded FJEPI | 0.1% | $265,569 | 4,702 | -45% |
| UFP TechnologiesUFPT | 0.1% | $259,562 | 979 | New |
| Wisdomtree TRUSFR | 0.1% | $234,228 | 4,652 | -47% |
| Ishares TRIQLT | 0.1% | $230,804 | 4,658 | Held |
| Innovator Etfs TrustPSTP | 0.1% | $229,428 | 6,237 | New |
| International Business MachinesIBM | 0.1% | $221,031 | 786 | New |
| Invesco Exchange Traded FD TPID | <0.1% | $207,836 | 9,362 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 36.1% since 30 June 2025.
Where the money is
Financial services1.5%
Health care1.1%
Technology0.7%
Everyday goods0.3%
Retail & consumer0.2%
Other96.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.