Institutional Fund
Riverchase Wealth Management, LLC
Flower Mound, TXCIK 20559855 filings on record
Portfolio Value
$191.92M
Q1 2026
Holdings
73
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+4.2%
from $184.12M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust11.9%
- J P Morgan Exchange Traded F9.6%
- Pimco ETF Tr8.9%
- Dimensional ETF Trust8.7%
- Dimensional ETF Trust8.4%
- Dimensional ETF Trust8.1%
- Other44.4%
Portfolio Holdings
73 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 317.3K | $22.87M | 11.9% | +23.8K | Added |
| 2 | J P Morgan Exchange Traded F | 391.5K | $18.43M | 9.6% | +27.3K | Added |
| 3 | Pimco ETF Tr | 653.1K | $17.11M | 8.9% | +101.4K | Added |
| 4 | Dimensional ETF Trust | 394.7K | $16.66M | 8.7% | +35.5K | Added |
| 5 | Dimensional ETF Trust | 451.2K | $16.03M | 8.4% | −2.0K | Reduced |
| 6 | Dimensional ETF Trust | 400.1K | $15.55M | 8.1% | −19.3K | Reduced |
| 7 | Dimensional ETF Trust | 357.1K | $13.13M | 6.8% | +31.7K | Added |
| 8 | Dimensional ETF Trust | 126.8K | $4.38M | 2.3% | −2.6K | Reduced |
| 9 | American Centy ETF Tr | 38.9K | $4.33M | 2.3% | +2.0K | Added |
| 10 | Vanguard Index Fds | 7.1K | $4.25M | 2.2% | −34 | Reduced |
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