RIVERCHASE WEALTH MANAGEMENT, LLC
CIK
2055985
Location
Flower Mound, TX
Portfolio Value
Micro
$6,300,738
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,919
/ 8,232
▲ 178
Top Industry
Banks - Diversified
34.0%
3Y Alpha vs SPY
-13.1%
Period ended 2 months ago
Filed Apr 20, 2026 · 54d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+5.7%
SPY
+23.4%
Annualised alpha
-13.0%
Max drawdown
−15.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
10 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
30.7%
−3.8 pts
Top 5
75.9%
−0.5 pts
Top 10
100.0%
+5.8 pts
HHI
1,617
Moderately concentrated−141
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 47.7% | $3,003,144 |
| Technology | 15.4% | $968,160 |
| Energy | 13.3% | $835,369 |
| Unclassified | 9.9% | $621,351 |
| Consumer Defensive | 9.1% | $572,414 |
| Consumer Cyclical | 4.8% | $300,300 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WFC | Wells Fargo & Company/Mn | −2,585 | 24,276 | $1,932,612 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | 588 | $382,399 | |
| No positions match the current search. | ||||
10 positions ·
$6,300,738 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 24,276 | $1,932,612 | 30.67% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 2,234 | $1,070,532 | 16.99% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,826 | $675,930 | 10.73% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
Held | 21,740 | $572,414 | 9.08% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 3,132 | $531,375 | 8.43% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 588 | $382,399 | 6.07% | |
| SUN |
Sunoco LP
Energy
|
Held | 4,679 | $303,994 | 4.82% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
Held | 2,000 | $300,300 | 4.77% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 855 | $292,230 | 4.64% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 414 | $238,952 | 3.79% |