Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

RIVERCHASE WEALTH MANAGEMENT, LLC

•CIK: 2055985•Filing: Q4 2025

**RIVERCHASE WEALTH MANAGEMENT, LLC** manages $184M across a portfolio of 73 positions. The strategy exhibits concentrated exposure, with top holdings including DCOR at $21.6M and JCPB at $17.2M. Significant allocations are also visible in DFAC ($16.6M), DFIC ($15.6M), and DFCF ($15.3M). This structure suggests a focused, high-conviction approach within its managed assets.

Total AUM

$184.1M

QoQ Performance

+4.3%

Positions

31

Top 10 Concentration

68.6%

Latest Filing

Q4 2025

Top Holdings Allocation

DCOR

JCPB

DFAC

DFIC

DFCF

PYLD

DUHP

DCOR11.7%

JCPB9.4%

DFAC9.0%

DFIC8.5%

DFCF8.3%

PYLD8.0%

DUHP6.7%

VOO2.4%

📈 Biggest Buys

PIMCO ETF TR

+11.8%

8.0% of portfolio

ISHARES TR

+452.1%

0.9% of portfolio

DIMENSIONAL ETF TRUST

+5.9%

11.7% of portfolio

ISHARES TR

+44.7%

1.4% of portfolio

J P MORGAN EXCHANGE TRADED F

+4.4%

9.4% of portfolio

📉 Biggest Sells

WISDOMTREE TR

-33.9%

0.7% of portfolio

WELLS FARGO CO NEW

-9.3%

1.4% of portfolio

DIMENSIONAL ETF TRUST

-0.8%

9.0% of portfolio

VANGUARD INDEX FDS

-4.7%

1.2% of portfolio

ISHARES TR

-7.8%

0.6% of portfolio

Sector Breakdown

Other94.7%

ETF2.4%

Financial2.0%

Technology0.7%

Energy0.2%

🚪 Exited Positionssold since Q3 2025

ISHARES TR

SOLD

$2.1M

—

ISHARES TR

SOLD

$1.4M

—

ISHARES TR

SOLD

$676.6K

AGILYSYS INC

SOLD

$295.8K

INVESCO EXCHANGE TRADED FD T

SOLD

$207.9K

Changes from Q3 2025

NEW5 new positions

↑25 increased

↓8 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

DIMENSIONAL ETF TRUST

J P MORGAN EXCHANGE TRADED F

DIMENSIONAL ETF TRUST

DIMENSIONAL ETF TRUST

DIMENSIONAL ETF TRUST

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