Riverchase Wealth Management, LLC Portfolio Holdings

Riverchase Wealth Management, LLC

  • $143 Billion
  • Q1 2025

Riverchase Wealth Management, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $143 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $15.7B, J P Morgan Exchange Traded Fd with a value of $15.1B, Dimensional ETF Trust with a value of $14.6B, Dimensional ETF Tr Core Fxd In with a value of $13.3B, and Dimensional ETF Tr Dimensional with a value of $12.3B.

Examining the 13F form we can see an increase of $9.11B in the current position value, from $134B to 143B.

Riverchase Wealth Management, LLC is based out at Flower Mound, TX

Below you can find more details about Riverchase Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $143 Billion
ETFs: $113 Billion
Financial Services: $1.27 Billion
Technology: $1.08 Billion
Consumer Defensive: $744 Million
Communication Services: $366 Million
Energy: $340 Million
Industrials: $261 Million
Healthcare: $232 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.7 Billion 11.02% of portfolio
477,028
Q1 2025 Reduced 35.69%
$0
$15.1 Billion 10.6% of portfolio
321,814
Q1 2025 Added 1.95%
Dimensional ETF Trust
-
$14.6 Billion 10.25% of portfolio
-
Q1 2025 Added 35.55%
$0
$13.3 Billion 9.32% of portfolio
316,348
Q1 2025 Added 5.48%
$0
$12.3 Billion 8.61% of portfolio
442,926
Q1 2025 Reduced 2.86%
Pimco ETF Tr
-
$9.38 Billion 6.56% of portfolio
-
Q1 2025 Added 402.62%
$0
$7.94 Billion 5.56% of portfolio
239,627
Q1 2025 Added 250.31%
$0
$3.7 Billion 2.59% of portfolio
7,191
Q1 2025 Reduced 0.39%
$0
$3.3 Billion 2.31% of portfolio
124,823
Q1 2025 Added 6.27%
$0
$2.57 Billion 1.8% of portfolio
51,161
Q1 2025 Added 0.58%
$0
$2.43 Billion 1.7% of portfolio
47,663
Q1 2025 Reduced 4.28%
$0
$2.2 Billion 1.54% of portfolio
93,339
Q1 2025 Reduced 1.37%
$0
$2.19 Billion 1.53% of portfolio
43,046
Q1 2025 Reduced 1.32%
$0
$2.17 Billion 1.52% of portfolio
12,573
Q1 2025 Reduced 5.44%
$0
$2.01 Billion 1.4% of portfolio
79,747
Q1 2025 Added 3.53%
$0
$1.99 Billion 1.4% of portfolio
55,663
Q1 2025 Added 572.42%
$0
$1.73 Billion 1.21% of portfolio
18,726
Q1 2025 Added 22.74%
$0
$1.32 Billion 0.92% of portfolio
25,378
Q1 2025 Reduced 0.98%
$0
$1.31 Billion 0.92% of portfolio
55,997
Q1 2025 Added 6.79%
$694B
$1.27 Billion 0.89% of portfolio
2,387
Q4 2024 New
$0
$1.23 Billion 0.86% of portfolio
57,249
Q4 2024 New
$0
$1.19 Billion 0.84% of portfolio
6,991
Q1 2025 Reduced 2.21%
$0
$1.13 Billion 0.79% of portfolio
46,723
Q1 2025 Added 49.27%
$0
$1.04 Billion 0.73% of portfolio
9,975
Q4 2024 New
$0
$1.05 Billion 0.73% of portfolio
45,647
Q1 2025 Added 12.33%
$0
$1.01 Billion 0.71% of portfolio
27,250
Q1 2025 Reduced 58.21%
$0
$764 Million 0.54% of portfolio
28,367
Q1 2025 Reduced 11.02%
$0
$747 Million 0.52% of portfolio
20,671
Q1 2025 Reduced 3.61%
$0
$742 Million 0.52% of portfolio
12,718
Q4 2024 New
$48.8B
$744 Million 0.52% of portfolio
21,740
Q4 2024 New
$0
$732 Million 0.51% of portfolio
23,452
Q1 2025 Added 0.09%
$0
$732 Million 0.51% of portfolio
33,417
Q1 2025 Reduced 0.85%
$0
$717 Million 0.5% of portfolio
12,280
Q4 2024 New
$0
$672 Million 0.47% of portfolio
25,105
Q4 2024 New
$0
$669 Million 0.47% of portfolio
29,857
Q1 2025 Added 62.22%
$3.25T
$670 Million 0.47% of portfolio
1,785
Q4 2024 New
$0
$643 Million 0.45% of portfolio
3,195
Q4 2024 New
$0
$590 Million 0.41% of portfolio
24,303
Q1 2025 Reduced 0.33%
$0
$571 Million 0.4% of portfolio
12,125
Q1 2025 Added 63.61%
$0
$565 Million 0.4% of portfolio
18,337
Q1 2025 Reduced 10.0%
$0
$550 Million 0.38% of portfolio
19,526
Q4 2024 New
$0
$527 Million 0.37% of portfolio
13,395
Q1 2025 Added 76.93%
$0
$491 Million 0.34% of portfolio
19,229
Q4 2024 New
$0
$470 Million 0.33% of portfolio
17,153
Q1 2025 Reduced 9.21%
$0
$459 Million 0.32% of portfolio
11,554
Q1 2025 Reduced 23.4%
$0
$441 Million 0.31% of portfolio
6,654
Q1 2025 Reduced 6.39%
$0
$422 Million 0.3% of portfolio
6,465
Q4 2024 New
$0
$422 Million 0.3% of portfolio
6,835
Q4 2024 New
$73.5B
$366 Million 0.26% of portfolio
2,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $143 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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