Riverchase Wealth Management, LLC Top Holdings and 13F Report (2025) About Riverchase Wealth Management, LLCInvestment ActivityRiverchase Wealth Management, LLC has $133.71 million in total holdings as of December 31, 2024.Riverchase Wealth Management, LLC owns shares of 65 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $25,659,084JPMorgan Core Plus Bond ETF $14,542,934Dimensional Core Fixed Income ETF $12,377,257Dimensional International Core Equity 2 ETF $11,784,262DIMENSIONAL ETF TRUST $11,295,959 Sector AllocationMap of 500 Largest Holdings ofRiverchase Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$25,659,084741,80619.2%ETFJCPBJPMorgan Core Plus Bond ETF$14,542,934315,67010.9%ETFDFCFDimensional Core Fixed Income ETF$12,377,257299,9099.3%ETFDFICDimensional International Core Equity 2 ETF$11,784,262455,9598.8%ETFDIMENSIONAL ETF TRUST$11,295,959176,0598.4%US CORE EQUITY 1VOOVanguard S&P 500 ETF$3,889,6697,2192.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,076,103117,4532.3%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$2,559,67850,8681.9%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$2,546,51649,7951.9%ETFPJUNInnovator U.S. Equity Power Buffer ETF - June$2,446,79065,2141.8%ETFDUHPDimensional US High Profitability ETF$2,311,40568,4051.7%ETFVTVVanguard Value ETF$2,251,01313,2961.7%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$2,240,86294,6311.7%ETFVEAVanguard FTSE Developed Markets ETF$2,086,00443,6221.6%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$1,929,50177,0261.4%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,834,82570,7881.4%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,606,31166,7351.2%ETFDFAUDimensional US Core Equity Market ETF$1,510,43537,3041.1%ETFAVUSAvantis U.S. Equity ETF$1,478,86115,2571.1%ETFSCHBSchwab US Broad Market ETF$1,299,55257,2491.0%ETFQUALiShares MSCI USA Quality Factor ETF$1,273,0947,1491.0%ETFPXFInvesco FTSE RAFI Developed Markets ex-U.S. ETF$1,227,37325,6290.9%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$1,222,78452,4350.9%ManufacturingIJRiShares Core S&P Small-Cap ETF$1,149,3209,9750.9%ETFBRK.BBerkshire Hathaway$1,081,9792,3870.8%FinanceIBTGiShares iBonds Dec 2026 Term Treasury ETF$926,93040,6370.7%ManufacturingDIHPDimensional International High Profitability ETF$804,33231,8800.6%ETFIJHiShares Core S&P Mid-Cap ETF$765,16712,2800.6%ETFHEGDSwan Hedged Equity US Large Cap ETF$754,97033,7040.6%ETFMSFTMicrosoft$752,5331,7850.6%Computer and TechnologyIBDSiShares iBonds Dec 2027 Term Corporate ETF$749,99631,3020.6%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$737,51712,7180.6%ETFFNDFSchwab Fundamental International Large Company Index ETF$712,18821,4450.5%ETFKDPKeurig Dr Pepper$698,28921,7400.5%Consumer StaplesDFAIDimensional International Core Equity Market ETF$684,19923,4310.5%ETFMGCVanguard Mega Cap ETF$679,4493,1950.5%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$668,17025,1050.5%ETFDFSVDimensional US Small Cap Value ETF$601,01019,5260.4%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$591,86520,3740.4%ETFEELVInvesco S&P Emerging Markets Low Volatility ETF$570,82924,3840.4%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$561,15218,8940.4%ETFIQLTiShares MSCI Intl Quality Factor ETF$559,91815,0840.4%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$489,57019,2290.4%ETFAVDEAvantis International Equity ETF$436,2187,1080.3%ETFAVLVAvantis U.S. Large Cap Value ETF$431,6686,4650.3%ETFDGROiShares Core Dividend Growth ETF$419,2596,8350.3%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$408,53018,4050.3%ManufacturingAGYSAgilysys$370,1052,8100.3%Computer and TechnologyHYDBiShares High Yield Bond Factor ETF$348,3797,4110.3%ETFDOORDASH INC$335,5002,0000.3%CL AUSEPInnovator U.S. Equity Ultra Buffer ETF - September$321,8319,1440.2%ETFXOMExxon Mobil$307,7582,8610.2%Oils/EnergyPFEBInnovator U.S. Equity Power Buffer ETF - February$304,6308,2780.2%ETFMOATVanEck Morningstar Wide Moat ETF$290,8783,1370.2%ETFUFPTUFP Technologies$280,9421,1490.2%Industrial ProductsNXTGFirst Trust Indxx NextG ETF$275,2313,2270.2%ManufacturingORCLOracle$268,7901,6130.2%Computer and TechnologyDFIVDimensional International Value ETF$268,6197,5710.2%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$265,9756,8050.2%ETFADPAutomatic Data Processing$261,4088930.2%Business ServicesPIDInvesco International Dividend Achievers ETF$237,29812,9600.2%ManufacturingPNOVInnovator U.S. Equity Power Buffer ETF - November$227,5526,0080.2%ETFSPGPInvesco S&P 500 GARP ETF$222,3462,1200.2%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$220,4825,4860.2%TransportationJEPIJPMorgan Equity Premium Income ETF$215,5993,7480.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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