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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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