RIVERCHASE WEALTH MANAGEMENT, LLC

CIK

2055985

Location

Flower Mound, TX

Portfolio Value

Small $204,146,530

Diversification

Moderately concentrated

Files via

DIMENSIONAL FUND ADVISORS LP

Filing Date

Global Rank

#6,305 / 8,827 ▼ 70 · as of Jun 2026

Top Industry

Banks - Diversified 20.0%

Period ended 38 days ago

Filed Oct 28, 2026 · 10d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 91.8% of the book (60%+)

Turnover

Low turnover

7.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.6 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 89.1%; sector active share 82.9% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

79 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

44.8%

−4.4 pts

Top 5

77.8%

−1.6 pts

Top 10

91.0%

−0.8 pts

HHI

2,349

Moderately concentrated−356

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.1%	$194,244,756	65
Financial Services	1.5%	$3,093,575	3
Technology	1.2%	$2,477,809	4
Healthcare	1.2%	$2,452,520	3
Energy	0.4%	$851,179	2
Consumer Defensive	0.3%	$659,591	1
Consumer Cyclical	0.2%	$367,100	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PYLD		+53,514	744,802	$18,910,522
DFCF	Dimensional Core Fixed Income ETF	+30,820	439,112	$17,617,173
JCPB	JPMorgan Core Plus Bond ETF	+28,996	432,567	$19,370,350
DCOR	Dimensional ETF Trust	+17,204	346,989	$28,682,110
PJUL		+11,982	20,240	$1,005,523
DFIC	Dimensional International Core Equity 2 ETF	+10,241	468,797	$17,631,455
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	+9,609	58,278	$1,300,764
IBTI	iShares iBonds Dec 2028 Term Treasury ETF	+6,666	36,454	$798,707
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	+5,770	83,668	$2,088,353
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	+5,546	38,561	$2,667,264
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	+5,108	117,182	$2,826,429
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+3,844	131,146	$5,209,119
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	+2,846	15,992	$362,858
DFAI	Dimensional International Core Equity Market ETF	+2,819	31,543	$1,306,826
AVUS	Avantis U.S. Equity ETF	+2,192	42,526	$5,447,155
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	+2,023	62,980	$1,440,982
DFLV	Dimensional US Large Cap Value ETF	+1,928	11,683	$469,306
AVDE	Avantis International Equity ETF	+1,817	18,666	$1,681,993
PSTP		+1,403	7,640	$286,097
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	+1,386	109,937	$2,664,872
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	+1,045	7,376	$741,656
PJUN		+1,028	35,059	$1,542,245
—		+995	35,228	$0
HYDB	iShares High Yield Systematic Bond ETF	+887	15,382	$691,574
DISV	Dimensional International Small Cap Value ETF	+540	15,295	$662,120
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	−7,503	376,637	$16,741,514
DFAE	Dimensional Emerging Core Equity Market ETF	−1,486	6,440	$253,156
AVEM	Avantis Emerging Markets Equity ETF	−783	5,521	$519,084
FNDF	Schwab Fundamental International Equity ETF	−500	19,318	$1,038,342
SMH	VanEck Semiconductor ETF	−112	801	$487,809
QQQ	Invesco Qqq Trust, Series 1	−66	348	$257,439
VOO	VANGUARD 500 INDEX FUND	−50	7,042	$4,935,456
QUAL	iShares MSCI USA Quality Factor ETF	−9	4,964	$1,103,199
DFIV	Dimensional International Value ETF	−8	27,459	$1,533,859
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
UJUL		27,942	$1,156,239
ACN	Accenture plc	4,621	$847,352
IJUL		15,024	$542,806
XOM	ExxonMobil Holdings Corp	3,135	$510,221
PSEP		5,208	$244,046
AAPL	Apple Inc.	723	$240,773
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
DUHP	Dimensional US High Profitability ETF	368,577	$15,380,718
DFSV	Dimensional US Small Cap Value ETF	31,294	$1,213,894
UMAR		14,416	$609,003
PMAR		10,039	$479,563
IDEC		8,045	$276,088
IBM	International Business Machines Corp	786	$221,031
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

79 tracked positions · $204,146,530 total · filing declares 79 positions · $205,972,520 · as of Sep 30, 2026

All sectors Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Showing 1–50 of 79 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional ETF Trust	Added	346,989	+17,204	$28,682,110	+6.1%	14.05%
JCPB	JPMorgan Core Plus Bond ETF	Added	432,567	+28,996	$19,370,350	+2.3%	9.49%
PYLD		Added	744,802	+53,514	$18,910,522	+3.2%	9.26%
DFIC	Dimensional International Core Equity 2 ETF	Added	468,797	+10,241	$17,631,455	+3.2%	8.64%
DFCF	Dimensional Core Fixed Income ETF	Added	439,112	+30,820	$17,617,173	+2.2%	8.63%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	376,637	-7,503	$16,741,514	−1.8%	8.20%
AVUS	Avantis U.S. Equity ETF	Added	42,526	+2,192	$5,447,155	+5.4%	2.67%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	131,146	+3,844	$5,209,119	+0.7%	2.55%
VOO	VANGUARD 500 INDEX FUND	Reduced	7,042	-50	$4,935,456	+1.3%	2.42%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Held	47,549	0	$2,906,670	+0.6%	1.42%
VEA	Vanguard FTSE Developed Markets ETF	Held	40,253	0	$2,842,264	−0.9%	1.39%
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	Added	117,182	+5,108	$2,826,429	+4.1%	1.38%
FNDX	Schwab Fundamental U.S. Large Company ETF	Held	85,748	0	$2,698,489	+1.2%	1.32%
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	Added	38,561	+5,546	$2,667,264	+19.5%	1.31%
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	Added	109,937	+1,386	$2,664,872	+1.3%	1.31%
PFEB		Held	55,663	0	$2,451,955	+2.3%	1.20%
VTV	VANGUARD VALUE INDEX FUND	Held	11,180	0	$2,415,774	−0.8%	1.18%
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	Added	83,668	+5,770	$2,088,353	+6.2%	1.02%
WFC	Wells Fargo & Company Financial Services	Added	24,693	+471	$1,976,674	−1.3%	0.97%
PXF	Invesco RAFI Developed Markets ex-U.S. ETF	Held	25,378	0	$1,934,564	+0.8%	0.95%
AVDE	Avantis International Equity ETF	Added	18,666	+1,817	$1,681,993	+11.9%	0.82%
SCHB	Schwab U.S. Broad Market ETF	Held	57,249	0	$1,677,968	+1.2%	0.82%
PAAA	PGIM AAA CLO ETF	Added	32,275	+502	$1,655,384	+1.6%	0.81%
PJUN		Added	35,059	+1,028	$1,542,245	+4.8%	0.76%
DFIV	Dimensional International Value ETF	Reduced	27,459	-8	$1,533,859	+3.4%	0.75%
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	Added	62,980	+2,023	$1,440,982	+3.3%	0.71%
IJR	iShares Core S&P Small-Cap ETF	Held	9,975	0	$1,356,999	−8.3%	0.66%
DFAI	Dimensional International Core Equity Market ETF	Added	31,543	+2,819	$1,306,826	+10.3%	0.64%
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	Added	58,278	+9,609	$1,300,764	+19.5%	0.64%
ABBV	AbbVie Inc. Healthcare	Added	4,952	+33	$1,295,393	+4.7%	0.63%
UJUL		NEW	27,942	NEW	$1,156,239	NEW	0.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,243	+9	$1,116,901	−0.1%	0.55%
QUAL	iShares MSCI USA Quality Factor ETF	Reduced	4,964	-9	$1,103,199	+1.1%	0.54%
FNDF	Schwab Fundamental International Equity ETF	Reduced	19,318	-500	$1,038,342	−0.7%	0.51%
PJUL		Added	20,240	+11,982	$1,005,523	+149.5%	0.49%
MSFT	Microsoft Corp Technology	Added	1,857	+72	$952,455	+43.0%	0.47%
EEMV	iShares MSCI Emerging Markets Min Vol Factor ETF	Held	12,718	0	$941,767	−1.6%	0.46%
MGC	VANGUARD MORNINGSTAR MEGA CAP INDEX FUND	Held	3,195	0	$901,980	+3.2%	0.44%
DIHP	Dimensional International High Profitability ETF	Held	26,681	0	$898,882	−1.3%	0.44%
IJH	iShares Core S&P Mid-Cap ETF	Held	12,280	0	$883,546	−6.7%	0.43%
ABT	Abbott Laboratories Healthcare	Added	8,768	+64	$866,541	+9.7%	0.42%
ACN	Accenture plc Technology	NEW	4,621	NEW	$847,352	NEW	0.42%
IBTI	iShares iBonds Dec 2028 Term Treasury ETF	Added	36,454	+6,666	$798,707	+21.1%	0.39%
PAPR		Held	17,967	0	$775,815	+2.3%	0.38%
AVLV	Avantis U.S. Large Cap Value ETF	Held	8,431	0	$762,499	−0.8%	0.37%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Added	7,376	+1,045	$741,656	+16.2%	0.36%
FNDE	Schwab Fundamental Emerging Markets Equity ETF	Held	17,041	0	$713,506	+5.5%	0.35%
HYDB	iShares High Yield Systematic Bond ETF	Added	15,382	+887	$691,574	+2.0%	0.34%
DISV	Dimensional International Small Cap Value ETF	Added	15,295	+540	$662,120	+11.8%	0.32%
KDP	Keurig Dr Pepper Inc. Consumer Defensive	Held	21,740	0	$659,591	−7.3%	0.32%

Showing the top 50 of 79 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.