Riverchase Wealth Management, LLC Portfolio Holdings

Riverchase Wealth Management, LLC

  • $158 Billion
  • Q2 2025

Riverchase Wealth Management, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 68 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 $17.3B, Dimensional ETF Trust with a value of $15.7B, J P Morgan Exchange Traded Fd with a value of $15.5B, Dimensional ETF Tr Core Fxd In with a value of $14.1B, and Dimensional ETF Tr Dimensional with a value of $13.9B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $143B to 158B.

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 $158 Billion
ETFs: $125 Billion
Technology: $1.76 Billion
Financial Services: $1.23 Billion
Consumer Defensive: $719 Million
Communication Services: $493 Million
Energy: $308 Million
Healthcare: $281 Million
Industrials: $263 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.3 Billion 10.96% of portfolio
482,206
Q2 2025 Added 1.09%
Dimensional ETF Trust
-
$15.7 Billion 9.99% of portfolio
-
Q2 2025 Reduced 1.32%
$0
$15.5 Billion 9.83% of portfolio
329,290
Q2 2025 Added 2.32%
$0
$14.1 Billion 8.96% of portfolio
334,287
Q2 2025 Added 5.67%
$0
$13.9 Billion 8.79% of portfolio
445,634
Q2 2025 Added 0.61%
Pimco ETF Tr
-
$10.8 Billion 6.87% of portfolio
-
Q2 2025 Added 14.6%
$0
$10.2 Billion 6.46% of portfolio
286,176
Q2 2025 Added 19.43%
$0
$4.05 Billion 2.57% of portfolio
7,127
Q2 2025 Reduced 0.89%
$0
$3.73 Billion 2.37% of portfolio
125,652
Q2 2025 Added 0.66%
$0
$2.57 Billion 1.63% of portfolio
25,517
Q2 2025 Added 36.27%
$0
$2.49 Billion 1.58% of portfolio
47,549
Q2 2025 Reduced 0.24%
$0
$2.31 Billion 1.47% of portfolio
40,605
Q2 2025 Reduced 5.67%
$0
$2.22 Billion 1.41% of portfolio
44,206
Q2 2025 Reduced 13.59%
$0
$2.11 Billion 1.34% of portfolio
83,954
Q2 2025 Added 5.28%
$0
$2.12 Billion 1.34% of portfolio
55,663
Q1 2025 Added 572.42%
$0
$2.11 Billion 1.34% of portfolio
86,052
Q2 2025 Reduced 7.81%
$0
$2.05 Billion 1.3% of portfolio
84,492
Q2 2025 Added 13.67%
$0
$1.46 Billion 0.92% of portfolio
25,378
Q1 2025 Reduced 0.98%
$0
$1.45 Billion 0.92% of portfolio
59,842
Q2 2025 Added 28.08%
$0
$1.4 Billion 0.89% of portfolio
60,003
Q2 2025 Added 7.15%
$0
$1.36 Billion 0.87% of portfolio
57,249
Q4 2024 New
$611B
$1.23 Billion 0.78% of portfolio
2,525
Q2 2025 Added 5.78%
$0
$1.23 Billion 0.78% of portfolio
6,718
Q2 2025 Reduced 3.91%
$0
$1.08 Billion 0.69% of portfolio
47,261
Q2 2025 Added 3.54%
$0
$1.09 Billion 0.69% of portfolio
9,975
Q4 2024 New
$0
$1.08 Billion 0.69% of portfolio
27,250
Q1 2025 Reduced 58.21%
$0
$1.03 Billion 0.65% of portfolio
29,819
Q2 2025 Added 27.15%
$0
$936 Million 0.59% of portfolio
12,643
Q2 2025 Added 90.01%
$3.91T
$888 Million 0.56% of portfolio
1,785
Q4 2024 New
$0
$828 Million 0.53% of portfolio
28,142
Q2 2025 Added 44.13%
$0
$808 Million 0.51% of portfolio
27,396
Q2 2025 Reduced 3.42%
$0
$799 Million 0.51% of portfolio
12,718
Q4 2024 New
$0
$785 Million 0.5% of portfolio
33,417
Q1 2025 Reduced 0.85%
$0
$788 Million 0.5% of portfolio
19,702
Q2 2025 Reduced 4.69%
$0
$762 Million 0.48% of portfolio
12,280
Q4 2024 New
$0
$731 Million 0.46% of portfolio
17,069
Q2 2025 Added 27.43%
$0
$719 Million 0.46% of portfolio
3,195
Q4 2024 New
$47.3B
$719 Million 0.46% of portfolio
21,740
Q4 2024 New
$0
$718 Million 0.46% of portfolio
31,929
Q2 2025 Added 6.94%
$0
$676 Million 0.43% of portfolio
25,255
Q2 2025 Added 0.6%
$0
$635 Million 0.4% of portfolio
24,303
Q1 2025 Reduced 0.33%
$0
$598 Million 0.38% of portfolio
12,594
Q2 2025 Added 3.87%
$0
$571 Million 0.36% of portfolio
17,286
Q2 2025 Reduced 5.73%
$0
$521 Million 0.33% of portfolio
7,637
Q2 2025 Added 18.13%
$0
$493 Million 0.31% of portfolio
19,229
Q4 2024 New
$92.4B
$493 Million 0.31% of portfolio
2,000
Q4 2024 New
$0
$476 Million 0.3% of portfolio
8,377
Q2 2025 Added 119.81%
$0
$437 Million 0.28% of portfolio
6,835
Q4 2024 New
$0
$384 Million 0.24% of portfolio
13,416
Q2 2025 Reduced 21.79%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $158 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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