SEC Form 13F

RIVERCHASE WEALTH MANAGEMENT, LLC 13F Holdings

Inspect RIVERCHASE WEALTH MANAGEMENT, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-21T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-21
Reported value
$214,580,584
Positions
79

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Step 1 of 3

Disclosed positions

RIVERCHASE WEALTH MANAGEMENT, LLC: source evidence dated 2026-07-21T03:59:59.999Z.

Issuer
DIMENSIONAL ETF TRUST
Ticker
DCOR
Class
US COR EQU 1 ETF
Reported value
$27,035,743
Reported amount
329,785
Unit
SH
Option
None
What you should see

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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002085853-26-000769
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Step 3 of 3

Browse institutional filings

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Disclosed positions

See the complete disclosed positions

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DIMENSIONAL ETF TRUSTDCORUS COR EQU 1 ETF$27,035,743329,785SHNone
J P MORGAN EXCHANGE TRADED FJCPBCORE PLUS BD ETF$18,943,627403,571SHNone
PIMCO ETF TRPYLDMULTISECTOR BD$18,332,969691,288SHNone
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$17,233,990408,292SHNone
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$17,085,793458,556SHNone
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$17,040,437384,140SHNone
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$15,380,718368,577SHNone
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$5,173,553127,302SHNone
AMERICAN CENTY ETF TRAVUSUS EQT ETF$5,165,97940,334SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$4,870,5887,092SHNone
SPDR SERIES TRUSTSPYVST STR P500VAL$2,890,50447,549SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$2,868,02640,253SHNone
ISHARES TRIBDSIBONDS 27 ETF$2,714,435112,074SHNone
SCHWAB STRATEGIC TRFNDXFUNDAMENTAL US L$2,666,76385,748SHNone
ISHARES TRIBDRIBONDS DEC2026$2,630,199108,551SHNone
VANGUARD INDEX FDSVTVVALUE ETF$2,436,45711,180SHNone
INNOVATOR ETFS TRUSTPFEBUS EQTY PWR BUF$2,396,84955,663SHNone
J P MORGAN EXCHANGE TRADED FHELOHEDG EQU LAD ETF$2,231,15233,015SHNone
WELLS FARGO & COWFCCOM$2,001,70624,222SHNone
ISHARES TRIBDTIBDS DEC28 ETF$1,966,92477,898SHNone
INVESCO EXCH TRADED FD TR IIPXFRAFI DVLPD MRKTS$1,919,59225,378SHNone
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$1,657,93157,249SHNone
PGIM ETF TRPAAAAAA CLO ETF$1,629,02031,773SHNone
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$1,502,93116,849SHNone
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$1,483,76727,467SHNone
ISHARES TRIJRCORE S&P SCP ETF$1,479,3929,975SHNone
INNOVATOR ETFS TRUSTPJUNUS EQTY PWR BUF$1,471,16034,031SHNone
ISHARES TRIBTGIBONDS 26 TRM TS$1,395,30660,957SHNone
ABBVIE INCABBVCOM$1,237,8174,919SHNone
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP ETF$1,213,89431,294SHNone
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$1,184,87828,724SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$1,117,8712,234SHNone
ISHARES TRQUALMSCI USA QLT FCT$1,091,2254,973SHNone
ISHARES TRIBTHIBONDS 27 TRM TS$1,088,72648,669SHNone
SCHWAB STRATEGIC TRFNDFFUNDAMENTAL INTL$1,045,59819,818SHNone
ISHARES INCEEMVMSCI EMERG MRKT$957,41112,718SHNone
ISHARES TRIJHCORE S&P MCP ETF$946,91112,280SHNone
LISTED FDS TRHEGDSWAN HEDGED EQTY$912,65234,233SHNone
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$910,48926,681SHNone
VANGUARD WORLD FDMGCMEGA CAP INDEX$874,2483,195SHNone
ABBOTT LABORATORIESABTCOM$789,8018,704SHNone
AMERICAN CENTY ETF TRAVLVUS LARGE CAP VLU$768,9928,431SHNone
INNOVATOR ETFS TRUSTPAPRUS EQT PWR BUF$758,20717,967SHNone
KEURIG DR PEPPER INCKDPCOM$711,55021,740SHNone
ISHARES TRHYDBHIGH YLD SYSTM B$677,91214,495SHNone
SCHWAB STRATEGIC TRFNDEFUND EM EQUI ETF$676,18717,041SHNone
INVESCO EXCH TRADED FD TR IIEELVS&P EMRNG MKTS$675,62324,303SHNone
MICROSOFT CORPMSFTCOM$665,9781,785SHNone
ISHARES TRIBTIIBONDS 28 TRM TS$659,50629,788SHNone
PIMCO ETF TRMINTENHAN SHRT MA AC$638,2286,331SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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