RIVERCHASE WEALTH MANAGEMENT, LLC
CIK
2055985
Location
Flower Mound, TX
Portfolio Value
Micro
$5,769,363
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,313
/ 8,603
▲ 36
· as of Mar 2026
Top Industry
Banks - Diversified
37.5%
3Y Alpha vs SPY
-10.4%
Period ended 3 months ago
Filed Apr 20, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+7.5%
SPY
+24.0%
Annualised alpha
-11.4%
Max drawdown
−18.2%
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
9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
33.5%
−2.7 pts
Top 5
80.3%
+0.1 pts
Top 10
100.0%
+2.9 pts
HHI
1,844
Moderately concentrated−69
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 52.1% | $3,003,144 |
| Technology | 16.8% | $968,160 |
| Unclassified | 10.8% | $621,351 |
| Consumer Defensive | 9.9% | $572,414 |
| Energy | 5.3% | $303,994 |
| Consumer Cyclical | 5.2% | $300,300 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +39 | 1,826 | $675,930 | |
| No positions match the current search. | |||||
Trimmed
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. | ||||
9 positions ·
$5,769,363 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 | 33.50% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 2,234 | $1,070,532 | 18.56% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,826 | $675,930 | 11.72% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
Held | 21,740 | $572,414 | 9.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 588 | $382,399 | 6.63% | |
| SUN |
Sunoco LP
Energy
|
Held | 4,679 | $303,994 | 5.27% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
Held | 2,000 | $300,300 | 5.21% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 855 | $292,230 | 5.07% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 414 | $238,952 | 4.14% |