account_balance
Investment manager · 13F filer · SEC CIK 2055985
Riverchase Wealth Management, LLC
Reported value$206Mas of Sep 30, 2026
Positions79 6 new, 6 sold out
Top 10 weight66.7%DCOR alone is 14%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DCORDfa Invt Dimensions Group In
13.9%Added +5%
JCPBJ P Morgan Exchange Traded F
9.4%Added +7%
PYLDPimco ETF Tr
9.2%Added +8%
DFICDimensional ETF Trust
8.6%Added +2%
DFCFDimensional ETF Trust
8.6%Added +8%
DFACDimensional ETF Trust
8.1%
AVUSAmerican Centy ETF Tr
2.6%Added +5%
DFEMDimensional ETF Trust
2.5%Added +3%
VOOVanguard Index FDS
2.4%
SPYV1.4%
VEAVanguard Tax-Managed FDS
1.4%
IBDSiShares Tr
1.4%
DCORDfa Invt Dimensions Group In
13.9%Added +5%
JCPBJ P Morgan Exchange Traded F
9.4%+7%
PYLDPimco ETF Tr
9.2%+8%
DFICDimensional ETF Trust
8.6%+2%
DFCFDimensional ETF Trust
8.6%
DFACDimensional ETF Trust
8.1%
AVUS2.6%
DFEM2.5%
VOO2.4%
VEA
IBDS
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DCOR Dfa Invt Dimensions Group In 13.9% Added +5%
JCPB J P Morgan Exchange Traded F 9.4% Added +7%
PYLD Pimco ETF Tr 9.2% Added +8%
DFIC Dimensional ETF Trust 8.6% Added +2%
DFCF Dimensional ETF Trust 8.6% Added +8%
DFAC Dimensional ETF Trust 8.1% Held
AVUS American Centy ETF Tr 2.6% Added +5%
DFEM Dimensional ETF Trust 2.5% Added +3%
VOO Vanguard Index FDS 2.4% Held
SPYV SPDR Series Trust 1.4% Held
VEA Vanguard Tax-Managed FDS 1.4% Held
IBDS iShares Tr 1.4% Added +5%
What changed
Biggest moves since Jun 30, 2026
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